Preempt the "window" period! Guangdong new energy projects have accelerated

Drawing: Yang Jia

On February 18, a silver AION LX Plus slowly drove off the production line, and this newly popular model will use this as a starting point to usher in a climb in production capacity. In 15 days, GAC Aean Intelligent Ecological Factory completed the expansion of the second phase of production capacity, and behind the race against the clock, it is doubly cherished for more than 500 units per day.

At the same time, after the holiday, FAW-Volkswagen Foshan MEB factory and Xiaopeng Automobile Zhaoqing Intelligent Manufacturing Base were also busy expanding production. According to the forecast of the Association of Automobile Associations, the new energy vehicle market will continue to maintain a good momentum, and the annual sales of new energy vehicles are expected to reach 5.5 million units this year, continuing to achieve a high growth rate of 70%.

In 2021, Guangdong will produce 535,000 new energy vehicles, accounting for 15.1% of the country. Recently, the list of key projects in Guangdong Province and some key urban projects was announced, and Guangdong increased the layout of new energy vehicles, involving vehicles, power batteries, charging facilities, intelligent networking and other fields.

● Southern Daily reporter Wei Hongquan Gong Qianshu Huang Xiaoyun

Car companies are busy after the holiday

As one of the important bases for new energy vehicle manufacturing in Guangdong, Xiaopeng Automobile Zhaoqing Intelligent Manufacturing Base danced a traditional lion dance in Guangdong at the entrance, announcing the start of construction this year. At present, Xiaopeng Automobile Zhaoqing Intelligent Manufacturing Base has fully resumed work, and the overall production capacity is rapidly increasing. In order to meet the growing demand for terminal delivery, Xiaopeng Automobile Zhaoqing Intelligent Manufacturing Base has also recently carried out a series of production line upgrades.

On February 15, GAC Aean Intelligent Ecological Factory began to resume production, switching to the production beat of 200,000 units, and gradually returning to full production. Gac Aeon Intelligent Ecological Factory Phase II capacity expansion, with the help of the world's leading process technology and the application of materials, has achieved its own upgrading and comprehensive evolution, increasing production efficiency by 45% and customizing capacity by 35%.

Faw-Volkswagen Foshan Branch factory phase I and phase II production capacity has been fully restored, Production Management Department Director Li Xiuzhang introduced, "MEB new energy vehicle plant was just completed last year into production, is still in the process of releasing production capacity, so the current MEB plant is a single-shift production, the follow-up will be with the addition of new models and market demand further open, back to full load state." Li Xiuzhang introduced, "This year's MEB factory target production capacity is 100,000 vehicles, an increase of more than 30% compared with last year, and the situation has improved significantly." ”

At the same time, Li Xiuzhang introduced that in order to reduce the impact of missing cores, since the beginning of this year, FAW-Volkswagen has fought for chips from various channels, maximized the compression of the chip supply chain supply cycle, raised maximum resources, and remained optimistic about the annual sales. "This year's FAW-Volkswagen Foshan branch sales target is 320,000 units, an increase of 35% year-on-year, and we are confident of achieving and surpassing this target."

The year of the inflection point of capacity expansion

Walking into the Aeon Intelligent Ecological Factory is a busy scene. On the welding workshop production line, the robot arm flew and sparks splashed. With the transfer of the conveyor belt, sometimes four robotic arms, sometimes six robotic arms at the same time, accurate and efficient, lively and orderly.

"In order not to delay the start of construction, we worked overtime during the Spring Festival and completed the second phase of capacity expansion in only 15 days." Wang Zhenyu of GAC's E'an Technology Department told nanfang daily reporter that the completion of the expansion of the second phase of the E'an intelligent ecological factory means that the production capacity has doubled from the original 100,000 vehicles, "After the expansion, the production capacity is rapidly climbing, and the factory will reach full production at the end of February and early March." ”

In 2021, GAC Aeon has developed rapidly, with sales reaching 16,000 units in December 2021. With increasing market demand, hot product sales, and the impact of unfavorable factors such as the epidemic and lack of core, the original production capacity of GAC Aean has been used to the "extreme", and the peak capacity utilization rate once exceeded 160%.

GAC Ae-EN's thirst for production capacity and rapid implementation of capacity expansion reflect the challenges that all new energy vehicle companies are facing today, as does Volkswagen, which has made significant improvements in the electrification track. Li Xiuzhang told the Southern Daily reporter that foshan branch is a MEB smart factory and model factory of FAW-Volkswagen electric vehicle strategy, which is divided into one and two phases of step-by-step construction, with a planned production capacity of up to 600,000 vehicles / year, and can produce one vehicle per minute. In order to ensure the production capacity of the ID. family, Foshan Branch will continue to increase the production capacity of new energy production lines in May this year to ensure market supply.

In 2021, China's new energy vehicle market showed a rapid growth trend, and the market penetration rate steadily rose to nearly the 20% mark. Entering 2022, new energy vehicles also usher in a new era of challenging monthly sales of 20,000 vehicles, and relevant research institutions have come to the conclusion that "the golden decade of electric intelligence has come".

At present, new energy vehicles are already a clear goal of policy planning and enterprise development, and as market demand continues to expand, capacity expansion is a top priority. Therefore, some insiders pointed out that following the "market inflection point year" in 2021, 2022 is expected to become the "capacity inflection point year". Whether it is a new force or a traditional car company, they are frantically grabbing the new energy track and expanding production capacity to ensure delivery.

On February 22, Tesla also announced the environmental impact assessment report of the first phase of tesla's gigafactory project (phase I) - parts production process improvement project (capacity adjustment), which showed that the project is mainly to meet the export needs of enterprises and improve the production capacity of parts.

Key projects increase the industrial layout

In the newly released list of key projects in Guangdong Province in 2022, there is a large household in the automotive field: the first and second phases of the Shenzhen-Shantou BYD Automobile Industrial Park have a total investment of 25 billion yuan, and the annual output value is expected to exceed 100 billion yuan after all of them are put into production.

As the largest province in the country in automobile production and consumption, Guangdong Province already has the advantage of industrial cluster development on the new energy vehicle track, and has a number of leading enterprises such as new energy vehicle independent brands and new car-making forces.

In 2022, Guangdong will arrange 1,570 provincial key projects, with an annual planned investment of about 900 billion yuan. Among them, the field of energy security will vigorously promote the construction of electric vehicle charging infrastructure and promote the coordinated development of source networks, loads and storage. According to the China Electric Vehicle Charging Infrastructure Promotion Alliance, as of the end of January 2022, the number of public charging piles in Guangdong Province was 185,600 units, and the number of charging stations was 11,800 units, ranking first in the country.

The Nanfang Daily reporter also noted that power batteries and charging facilities and equipment have repeatedly appeared in the list of key projects in Guangdong Province in 2022. Taking Huizhou alone as an example, it seems to have stepped out of the sky of the new energy vehicle parts industry. In the "high-end equipment manufacturing project", there are power battery projects such as EWELL Power × HEV battery system, Sunwoda Huizhou new energy project; charging facility equipment projects such as Huizhou Tianbao intelligent charging facility equipment production and construction project, including motor and drive control production and research and development and other new energy vehicle parts projects, involving a total investment of more than 3.5 billion yuan. Also appearing on the list is the Gree new energy and intelligent equipment research and development and production base in Zhuhai, and cross-border car manufacturing by home appliance companies has become a new trend in the industry.

The analysis pointed out that the planning of key projects in the automotive industry in Guangdong Province in 2022 falls from the whole vehicle to the upstream and downstream industrial chain and core component technology, which is not only the layout of the province's strong chain, but also involves the clustering and division of labor between regions.

Just on February 8, the Guangzhou Municipal Development and Reform Commission triggered the "Notice of Guangzhou 2022 Key Project Plan", showing that in 2022, there are 650 key construction formal projects in Guangzhou, with an annual planned investment of 345.2 billion yuan. Among them, there are 21 key projects in the intelligent and new energy automobile industry, with a total investment of 41.9 billion yuan. According to statistics, in the key projects of Guangzhou in 2022, GAC Group's independent and joint venture brands involve the expansion of a total of 720,000 new energy vehicle production capacity and 12.4Gwh of power battery production capacity.

In addition to the expansion of production capacity, the intelligent networked car track has also accelerated the layout, the investment amount of Xiaopeng Passenger Vehicle Base Project and Xiaopeng Science and Technology Park is 10 billion yuan and 4 billion yuan respectively, and Huadu District is expected to build a national intelligent networked vehicle demonstration zone in 2024.