When the giant turns, the road ahead is already full of overtaking people in curves.
A few days ago, the Volkswagen Group held a board of directors in Berlin, which focused on the progress of Volkswagen's electrification transformation. At the meeting, in addition to summarizing the phased inventory of the electrification transformation strategy "NEW AUTO 2030" proposed last year, the focus of work in 2022 was also planned.
When it comes to competitors, the large automotive group lists the main competitors in the fields of brand, vehicle, technology platform, software, battery technology and other fields in a PPT. In addition to electric vehicle giants such as Tesla, there are also new domestic car-making forces such as Weilai Automobile and Xiaopeng Automobile in the table, and BYD is also among them. In the power battery column, Tesla, Ningde Times, BYD and other companies have been listed.
In the "NEW AUTO 2030" transformation plan proposed in July last year, the Volkswagen Group proposed that the transformation goal is to accelerate the transformation into a software-driven mobility service provider. At that time, Herbert Diess, CEO of Volkswagen Group, said that the next fundamental change in the automotive industry is the evolution towards safer, smarter and ultimately autonomous vehicle products, which means that for Volkswagen Group, technology research and development, transformation acceleration and scale development will be more important than ever.
In order to achieve the goal of electrification transformation, the "NEW AUTO 2030" strategy has made corresponding plans for the construction of new electrification platforms, the construction of battery supply chains and software. At the end of 2021, volkswagen group proposed that the planned investment scale in the next five years will reach 159 billion euros, of which 89 billion euros will be used for electric mobility and digital-related technologies. In addition, Volkswagen Group said that by 2026, the proportion of pure trams in new cars sold will reach a quarter.
In the Chinese automotive market, Volkswagen has long occupied the first place in market share. In the face of the rapid progress of new energy vehicles in the Chinese market, Volkswagen Group naturally does not dare to relax its vigilance.
In the Volkswagen Group's future new car planning and sales targets, the Chinese market accounts for a large proportion. According to Volkswagen Group's previous plan, by 2028, 22 million pure electric vehicles will be delivered worldwide, more than half of which will come from the Chinese market. Diess said: "In the Chinese market, Volkswagen as a long-term leader, but also has a strong profitability. The Chinese market will play a key role in the success of the Group's future mobility transformation. ”
In order to promote the electrification process in China, the Volkswagen Group established a new energy joint venture, Volkswagen Anhui, in addition to the two strong joint ventures of FAW-Volkswagen and SAIC-Volkswagen, and built it into a local production base for its latest scalable system platform (SSP platform).
In 2021, Volkswagen will introduce five ID series models in the Chinese market. As the main force of the Volkswagen Group's transformation towards electrification, the ID.series has assumed the expectations of the brand side, and the ID.3 launched at the end of the year is expected by Volkswagen to become a blockbuster new energy model in the Chinese market. However, judging from the sales performance of the ID. series last year, it is obviously far from meeting the expectations of the Volkswagen Group.
According to the data, the cumulative sales volume of the Volkswagen ID series in China in 2021 was 70,625 vehicles. In contrast, Xiaopeng Motors, which volkswagen ranked as a competitor, delivered 98,155 units last year, and NIO also delivered 91,429 units last year.
In the electrification transformation, the Volkswagen Group's planning is not only in terms of sales, the automotive giant's goals are very ambitious. However, even the traditional giants, in the face of pre-emptive strikes on the new track, can not help but show a hint of helplessness. In the initial stage, volkswagen will make a big splash in the future in the new energy market, and there are still many expectations from the outside world.