Auto-First | Liu Tianming
On the huge LED screen, the four big characters of "Chang'an Deep Blue" are particularly eye-catching. Zhu Huarong, chairman of Changan Automobile, said with confidence: Chinese auto brands have reached a critical moment of accumulation and development, and the rapid development of new energy and intelligent networked vehicles has provided opportunities for Chinese auto brands to rise and participate in global competition. In the next ten years, world-class Chinese brands will surely be born in the world. Such a bridge section occurred at the 2022 Global Partnership Conference held by Changan Automobile on April 13.
Zhu Huarong clearly hopes that the world-class Chinese brand born in the next decade will be Chang'an. The 2022 Global Partnership Conference held yesterday was a clarion call for Changan Automobile to move towards a world-class brand at full speed.
Changan Automobile entered the "most Changan" state
Since the launch of the third innovation and entrepreneurship plan in 2017, Changan Automobile has experienced 5 years of transformation and breakthrough, and entered the "most Chang'an" state in history, which has both scale, efficiency and sustainable development.
Last year, Changan Automobile's cumulative sales exceeded 1.75 million units, an increase of 16.7% year-on-year, a record high. At the same time, the product structure is gradually optimized, accounting for 70% of products above 100,000 yuan, and effectively breaking through the "ceiling" of 150,000 yuan. Thanks to the customer service "No. 1 Project", Changan Automobile ranked first in the sales satisfaction evaluation of the China Quality Association. In addition, the benefits of self-management have the best history.
In the first quarter of this year, Changan Automobile continued its positive development momentum, ranking second in the ranking of the top 15 enterprise groups in China's brand car sales released by the China Automobile Association with 529,000 unit sales, 0.7 million unit increments and a growth rate of 1.3%. In the first quarter of China's brand commercial vehicle sales ranking, Changan Automobile ranked first with a sales performance of 154,000 units and a growth rate of 5%.
In addition, Changan Automobile has accumulated rich core technologies in the fields of new energy and intelligent interconnection. Relying on the Shangri-La plan, Changan Automobile has an MPA architecture, an EPA architecture and a CHN platform, and will build an intelligent electric vehicle architecture SDA in the future. In terms of electric drive technology, battery technology, electronic control technology and low-carbon energy consumption, Changan Automobile also has rich technical reserves.
Relying on the Beidou Tianshu plan, Changan Automobile has mastered more than 200 core technologies such as visual perception and multi-mode fusion, of which 26 technologies such as integrated adaptive cruise (IACC), remote control parking (APA5.0), and remote intelligent parking (APA6.0) were first launched in China.
The target is 2.45 million units for 36 new vehicles
This year, Changan Automobile will successively launch 36 new products, including 9 new products, 10 new products and 8 new energy products.
Specifically, UNI-V, the second generation of CS75PLUS and other explosive products have been successfully launched in the first quarter, UNI-K, UNI-T, the second generation of CS55PLUS will usher in a comprehensive upgrade. Auchan Z6, LUMIN based on the EPA0 platform, and C385 based on the EPA1 platform will be available in the second half of the year. Avita's first model, the Avita 11, will also be released during the year.
Relying on a wealth of new products, Changan Automobile will set its annual production and sales target at 2.45 million units, an increase of 6.5% year-on-year, of which the production and sales of its own brands are 1.857 million units, an increase of 5.9% year-on-year, and the market share is 11%.
In order to achieve its production and sales goals, Changan Automobile continues to strive for resources among suppliers, improve the cost competitiveness of the supply chain, and build new partnerships. On the demand side, Changan Automobile will promote the "No. 1 Project", completely reconstruct the service system, standards and capabilities, stabilize the marketing base, build a strategic dealer system, and accelerate the landing of the new marketing model.
Changan Automobile also announced its future development goals, by 2025, Changan Automobile's total sales will reach 4 million vehicles, of which 3 million will be under the Changan brand and 1.05 million new energy sales will reach 1.05 million, accounting for 35%. By 2030, Changan Automobile will sell 5.5 million vehicles, of which 4.5 million will be under the Changan brand, 2.7 million new energy vehicles will be sold, accounting for 60% of the total, and overseas sales will account for 30%.
7 actions to help transform
At the partner conference, Zhu Huarong pointed out that Changan Automobile will achieve carbon peaking in 2027 and carbon neutrality in 2045, and promote the two major plans of "Shangri-La" and "Beidou Tianshu". In order to achieve the "double carbon goal" and transform into an intelligent low-carbon travel technology company, Changan Automobile can start a series of transformations from top to bottom.
In terms of brand, Changan Automobile will launch a new digital pure electric brand Changan Deep Blue, thus forming an exclusive brand of Avita and Changan Deep Blue dual pure electric. At the same time, Changan UNI, Changan Passenger Vehicle, Auchan and Kaicheng under Changan Automobile have all embarked on a comprehensive transformation process to electrification and electrification. It is worth noting that Changan UNI will realize brand operation and electrify all products.
In terms of products, Changan Automobile plans to launch more than 30 new energy products by 2025. Among them, the Avita brand plans 4 products, which will cover the high-end pure electric market segment, and the first model Avita 11 will be mass-produced and listed. In terms of mainstream passenger cars, a total of 21 new products, including five products of the Deep Blue brand, will be launched. In 2022, Changan Automobile will launch 5 new products, of which the Deep Blue brand will launch C385EV and C673EV, the Changan UNI brand will launch UNI-K PHEV, UNI-V PHEV two new energy products, and auchan brand will launch Z6 PHEV. In the small car market, Changan Automobile will launch 4 brand new products, and this year will launch LUMIN. In the commercial vehicle market, Changan Automobile will launch 6 new products, achieve full coverage of the mainstream bus market by 2025, and launch two new platform pickup truck products, and this year will launch the first grid logistics bus to meet the needs of express quality transportation. In addition, Changan Automobile's first hydrogen fuel cell car will also be unveiled during the year.
In terms of core technology, Changan Automobile will create a new generation of deeply integrated electric drives and breakthrough power semiconductor development and application technologies. Changan will break through 800V high voltage, oil-cooled motor and other technologies. Complete the 450V/800V all-in-one electric drive platform to meet the needs of 400-1000km ultra-wide mileage, and match the high-rate fast charging core on the 800V electric drive platform to achieve a 5-minute endurance of 150~200 kilometers.
At the same time, Changan Automobile will continue to strengthen the integrated design of energy consumption to further reduce the energy consumption of the whole vehicle. Changan Automobile will also break through the integrated technology of battery chassis and accelerate the research and development and industrialization of (semi-semi-) solid-state batteries. In terms of hydrogen fuel, Changan Automobile will accelerate the pace of hydrogen fuel technology research and industrialization. Establish and improve the hydrogen energy R&D, manufacturing and testing system covering "parts-system-vehicle".
In terms of ecological layout, Changan Automobile will work with partners to transform into a green energy ecology, a green service ecology, and a green supply chain ecology. Among them, the construction of green energy ecology will form a whole industry chain of batteries from upstream raw materials, to midstream power battery manufacturing, and then to downstream power battery recycling, cascade utilization and recycling. In terms of supply chain, Changan Automobile will work with upstream suppliers to jointly create a green supply chain ecology, and plans to reduce the carbon emission intensity of bicycle manufacturing by 30% by 2025.
Changan Automobile will also build a scientific and technological ecology, planning to form an independent technology company, technology companies to the new car as the traction, especially focus on chips, core algorithms and other key technologies, to create a "core core map cloud net sky" hard-core, high-end industrial chain cluster, master the independent and controllable full-stack intelligent capabilities, cultivate new strength of science and technology.
In terms of digital transformation, Changan Automobile will achieve digital transformation from three aspects: product, marketing and manufacturing. Among them, the product will continue to provide intelligent experience and digital services throughout the life cycle of the vehicle. In terms of marketing, Changan Automobile will build a unified marketing digital middle platform, create a channel ecology of light assets, multi-format, wide reach and sharing, and realize the lean marketing information flow, logistics agility and capital flow lightweight through online platform operation and offline digital strong operation, thereby promoting the transformation of the manufacturer relationship from the traditional wholesale relationship to the win-win relationship. In terms of manufacturing, Changan Automobile focuses on the system integration of the whole process of manufacturing and the connection of all elements of data, and builds an intelligent manufacturing system from three main lines: agile delivery, collaborative manufacturing of supply chain, and intelligent operation of factories.
Changan Automobile will also accelerate its internationalization and plans to build 2-3 overseas manufacturing bases by 2025 to complete the production capacity layout of the first phase of the global automotive market. At the same time, when the international business environment improves, we will establish European headquarters and North American headquarters in the European and North American markets in due course to achieve the full introduction of the global mainstream automobile market.
In order to ensure the smooth transformation, Changan Automobile plans to invest more than 80 billion yuan in key areas such as new energy, intelligence, scientific and technological innovation, and digital transformation, and by 2025, the total number of Changan R&D personnel will be about 20,000, including more than 6,000 intelligent and software R&D personnel, more than 5,000 new energy R&D personnel, and about 1/4 of R&D personnel.