(Image source: Photo.com)
On April 22, Zhou Hongyi praised the integrity and efficiency of China's automotive supply chain at the spring conference of Nezha Automobile, he said that Xiaomi made a car on the market in three years, and Jia Yueting's FF 91 was not successful because it was not made in China, Jia Yueting did not understand where China's advantages are, even Musk came to China to make cars, and foreign supply chains are expensive. When I went to the United States with the drawings, I didn't build the car, but Gao He built it and sued others.
On April 24, Jia Yueting posted a video in response to Zhou Hongyi's questioning, insisting that although only 11 cars were delivered for the FF 91, these cars are completely original and innovative spire products, with extraordinary subversive significance. It is precisely because he came to the United States to build cars 10 years ago that he has the ability to become an important bridge for Chinese cars to enter the American market. He believes that China has the most powerful supply chain in the world, but only in a globally integrated economic system can it burst out the greatest value. He said that FF's supply chain is working hard to move to China, and that the opportunity will be to bring FF 91 back to China for manufacturing at the right time.
However, Jia Yueting also pointed out that Zhou Hongyi's clamor for thieves should not be correct values, and what young strivers convey and advocate should not be plagiarism and copycats.
On April 24, Zhou Hongyi, the founder of 360, spoke again: "Mr. Jia, don't just talk about PPT, send a car to the small square of 360 Building for me to try." ”
Earlier, Jia Yue
kiosksued Ding Lei, the founder of Gaohe, saying that he took a high salary of more than 30 million yuan when he was working at Faraday Future (FF), and used his position to steal FF's intellectual property, technical data and trade secrets.
Jia Yueting has been building cars for many years, but only 11 cars have been delivered, and 20 billion funds have been burned. FF has also received several notices regarding delisting or non-compliance with the continued listing. Earlier, he apologized for not bringing the value return it deserved to all shareholders and investors, but also said that FF can bring some additional value to the supply chain, and although there may not be many successes, at least it can provide a lot of lessons from failure.
In the past 20 years, new energy vehicles have developed at an astonishing rate in China, and data from the China Automobile Dealers Association shows that in the first half of April, the retail penetration rate of new energy passenger vehicles in China was 50.39%, surpassing traditional fuel passenger cars for the first time. At present, China's automotive industry is in a critical period of electrification and intelligent transformation, and the integrity and efficiency of the automotive supply chain are crucial for the transformation.
New energy vehicle industry chain combing
From the perspective of the industrial chain, the new energy vehicle industry chain can be divided into three main links. The upstream includes the supply of core raw materials and components such as batteries, motors, and electronic controls, which constitute the key components of new energy vehicles. The midstream is the manufacture of new energy vehicles, including passenger cars, commercial vehicles and other vehicles for different purposes. The downstream covers new energy vehicle charging services, as well as new energy vehicle aftermarket services and other application fields.
Overall, the core competitiveness of new energy vehicles is reflected in battery performance. Therefore, the upstream battery manufacturing link is considered to be the core link of the new energy vehicle industry chain.
The industrial chain in the southeast coastal area is complete
From the perspective of industrial chain distribution, the mainland new energy vehicle industry is in the eastern, southeastern, southwestern and southern regions, among which the eastern region is the most developed. In terms of provinces and cities, the representative enterprises of new energy vehicles in Jiangsu Province include Nanjing Automobile, Aerospace Chenguang, and Peony Automobile; The representative enterprises in Anhui Province include Chery Automobile, Weilai Automobile and JAC Automobile; The representative enterprises in Guangdong Province include Guangzhou Automobile Group, BYD, and Xpeng Motors.
Innovative supply chain models can solve the pain points of the automotive industry
There are five pain points in the traditional supply chain: under-material stoppage, long lead time, lack of visibility, low inventory turnover efficiency, and low organizational efficiency. In the context of promoting supply chain innovation and application pilots to cultivate new economic momentum, the supply chain model of the automotive industry is gradually moving from the past "OEM-centric" to decentralization, and the trend of equality between various links is gradually emerging. With the development of data technologies such as the Internet of Things and the Internet, the supply chain will be upgraded to digital transformation, no longer centered on any link, but centered on data, connecting design, R&D, market customized production, procurement, production and assembly, logistics, distribution and other links. This transformation can effectively solve the pain points of the industry under the traditional model, and the digitalization of the supply chain can effectively reduce the production pressure of raw materials and accessories (including new energy vehicle batteries), the production pressure of OEMs' inventory and underload, and the asymmetry of automobile supply and demand.
Yu Jing, Director of Industrial Cooperation of NavInfo Technology Co., Ltd., pointed out that with the rapid development of China's automotive intelligence, the overall supply chain relationship has changed from a simple demand and supply relationship to a model co-created by partners. He mentioned that the key word in the automotive industry in 2023 is "volume", and in 2024 it is "more volume". For suppliers, the advancement and leadership of product technology has become crucial.
Xia Yingsong, chairman of Zhongding Co., Ltd., said that China is actively carrying out research and development of new technologies and new materials in the new energy vehicle industry chain, and many technological innovations originate from China. He pointed out: "Chinese manufacturers make full use of the advantages of large market scale and multiple product types to verify the adaptability and stability of auto parts, continuously achieve technological innovation in the fierce market competition, and export overseas." ”
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For more research and analysis of this industry, please refer to the "Analysis Report on Market Prospect and Investment Strategic Planning of China's New Energy Vehicle Industry" by Qianzhan Industry Research Institute
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