Lead
Introduction
Chinese real estate developers built cars collapsed, Musk led Tesla to attack Europe, and Russia, which Renault abandoned, was taken down by Chinese car companies...
Author 丨 Cao Jiadong
Responsible editor 丨 Cui Liwen
Editor 丨Zhu Jinbin
Since March, the re-attack of the epidemic has made the editor who was locked up at home for half a month lose my temper. But at the same time, from the domestic to the entire overseas market, some people are busy taking the opportunity to increase prices, some people are busy building factories and putting them into production, and even more, they have to show their majesty with a look of decay, and busy scenes can be described as everywhere.
In China, this week, relying on the rhetoric of rising prices of raw materials for output batteries, new energy vehicle companies that have justifiably increased prices will not be mentioned. In contrast, Baoneng Yao Zhenhua's Evergrande Xu Jiayin is so lonely.
On the one hand, the former was rumored to be unaccounted for, and on the other hand, it was placed in the position of the inspection work, and the taste of the former was already indescribable. The latter, in the rumors that the company is about to collapse and close down, insists on sending Hengchi 5 to the market, and the time is set around June 22 this year.
However, in my opinion, at that time, even if there are still people who are willing to pay for Hengchi 5, Evergrande, a company that has been abandoned by everyone, will not be able to make a comeback in the name of "car building". After all, the loud slogan of "three months of big work" is just "mouth hi". Of course, if the follow-up facts prove that I miscalculated, I will grin.
At the same time, if you say, Xu Jiayin, who was miserable in the car pit, is forcibly calm. Then, Tesla BOSS Elon Musk, who went to Europe, his performance is not to say that he has reached the stage of being overwhelmed, but also has to be a spring breeze and full of joy.
After more than a year of procrastination, as Tesla's second factory overseas, the German Tesla Berlin Giga Berlin was officially launched. At the ceremony of the first new car off the line, Musk danced awkwardly again. Compared with two years ago, although Musk's dancing skills have not improved at all, it must be admitted that the Berlin factory has become a bridgehead for Tesla to conquer Europe.
Seeing this, I think that Volkswagen CEO Herbert Diess' mood must be a bit mixed. The Volkswagen ID. series has not yet established an advantage in China, and it is necessary to take care of its own situation in the European market.
However, Europeans have always had a good face. No matter how unfavorable the market is to its own development, the spirit of "having to swallow your teeth when you are broken" has never been left behind.
No, according to the Financial Times, on March 23, Renault said that the board of directors had decided to indefinitely suspend the production of its own brand cars in Russia and was ready to withdraw its investment in Russian automaker AvtoVaz, just two days after Renault announced that the Moscow plant resumed production.
Although it has always been a pivotal role for Renault in the Russian market. In addition to its own brand, Renault is the largest shareholder and has an absolute controlling stake in AvtoVAZ, Russia's largest automaker, which together account for one-third of Russia's total new car sales. According to Citibank data, 8% of Renault's core profit comes from the Russian market.
However, in the face of the punishment of "Russia nationalizing foreign companies", as a European car giant, it is necessary to take the initiative in the hands before being taken down by the enemy. Now Renault has stopped production again, and it has a lot of momentum to stand up the backbone of France.
Looking at this situation, it is presumable that European car companies have also lost hope in the future of the Russian auto market. But the good side is that with the Chinese car companies actively exerting their strength in the market after the support of the state, the Russian people can use really cheap cars.
According to local Russian media reports, the quality of the cars currently produced in China is reliable enough. Under the premise that the price has obvious advantages, Chinese car companies are obviously capable of taking over the market gap left by European car companies.
Russian auto market analysis agency Avtostat also pointed out that after the sale of 116,000 new cars in Russia last year, Chinese cars have continued to increase their market share since this year. It has risen from the previous marginal level to today's 7%. In particular, the troika of Geely, Chery and the Great Wall is now performing explosively in the Russian market.
Putting aside such limited market performance, in fact, it has become more and more obvious that Chinese car companies have only taken advantage of the new energy wave to launch an offensive against overseas markets.
A few days ago, according to the China Academy of Information and Communications Technology released the new energy automobile industry operation monitoring report from January to February 2022, in the past two months, new energy vehicles at all levels have continued the development momentum of last year in the adverse effects of rising global raw material prices and multi-point outbreaks of the epidemic. In the export sector, a total of 105,000 units were exported, an increase of 381.7% year-on-year.
Although compared with Tesla, such achievements are not enough to prove that Chinese car companies have reached the level of leadership in the global new energy market, but from the recent series of events, we must be able to conclude that China's auto industry has begun to enter the real "needle to mai mang" stage in the world and Western countries. Since then, this trend will continue to amplify.
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| Cao Jiadong |
Gasoline running in the blood,
Only fast is not broken!