Chapter 95 New Policies Implemented
The long-awaited new version of the State Council's "Automobile Industry Development Policy" has finally been released, and the 94th version of the "Automobile Industry Industrial Policy" promulgated 10 years ago has been abolished, and the new policy will determine China's development route in the next 10 years.
However, since then, the Ministry of Commerce has taken the lead in releasing a survey report on the international competitiveness of China's auto industry. According to the report, international auto giants have captured more than 85% of China's sedan market through their domestic joint ventures.
In this 15% market share, only independent brands such as Zhonghua, Hongqi, Chery, and Brilliance are struggling to support and face the encirclement and interception of international auto giants. If it weren't for the efforts of the Zhonghua Group, this figure would be even more ugly.
In addition, there is another very uncomfortable conclusion, that is, the international competitiveness of China's auto industry is extremely weak, far behind the United States, Japan, Germany and South Korea. Today, the overall competitiveness of China's auto industry is 41.7% in the United States, 42.4% in Japan, 47.3% in Germany, and 61.6% in South Korea.
"Over the past 20 years, the entry of foreign capital has promoted the development of China's automobile industry. However, China has failed to gradually cultivate and establish independent development capabilities and independent brands, which has brought a major adverse impact on the long-term development of China's automobile industry in the long run, and also affected China's economic security!"
The final summary of the research report identifies the most pressing issues in China's automotive industry.
Therefore, the primary goal of the latest version of the "Automobile Industry Development Policy" in 2004 is to promote the independent research and development capabilities of Chinese automobile enterprises and encourage the development of independent automobile brands.
Building its own brand is one of the main tasks of China's auto industry in the next 10 years.
Secondly, the policy adheres to the requirement that the Chinese party's shareholding must be guaranteed to be 50% or more for automobile and motorcycle enterprises, and foreign parties are not allowed to exceed the 50% shareholding ratio. This is necessary to ensure the independence and autonomy of China's auto industry, and if foreign investment is allowed to break through the restrictions, then China will be reduced to a foundry.
Thirdly, the investment projects of enterprises to expand production scale and parts and components are subject to the filing system, and are no longer subject to compulsory approval by the government. However, new automakers and engine plants can only be built after government approval. For the high-demand parts joint venture, the mandatory requirement of a 50:50 share ratio for the whole vehicle has not been passed. Many wholly foreign-owned parts and components enterprises have taken root, and retrospectively it is easy to cause concerns about the investment environment, so this policy has not been implemented.
Then, the total investment of new automobile production enterprises shall not be less than 2 billion yuan, of which its own funds shall not be less than 8 billion, and the establishment of product research and development institutions and investment of not less than 5 billion, passenger cars also need to include the production of engines for the whole vehicle. The automotive industry allows new capital to enter, but the threshold has been raised a lot, and the investment amount of 2 billion yuan is not just a single company that can meet the requirements.
Finally, automobile companies should establish a brand sales and service system, and encourage and advocate the establishment of a 4S store sales model. The state guides and encourages the mergers and acquisitions of domestic automobile enterprises and participates in the acquisition and reorganization of multinational enterprises. It has also made a layout for the development of new energy vehicles.
It can be said that the new automobile industry policy has clarified the development direction of China's automobile industry, and "independent innovation, structural adjustment, energy conservation and environmental protection" has become a condensed summary.
In China's 04 version of the auto industry policy, foreign auto giants have expressed a cautious welcome. Because of the protection of their existing interests, the changes before and after the introduction of the policy did not change much for their joint ventures in China.
In the past, it was a 50:50 ratio, and it will be the same in the future. In any case, they have completed their business layout in China, and the impact of this new policy is extremely limited.
"We are pleased that the Chinese government has fulfilled their commitment to protect the interests of foreign investors, and we expect a fair and just market environment, which seems to have improved a lot. Obviously, the disappearance of the previously difficult policies that required foreign exchange balancing and government approval for the expansion of production capacity and the introduction of models has made us feel that China is progressing.
We welcome Chinese partners to develop their own brands, and we will support them if possible. China's auto market is huge, and we will continue to increase our investment in the local market, so as to become a good friend of Chinese people. ”
Nissan President Ghosn replied in an interview with reporters.
In order to redeem the negative impact of the last gaffe, at the suggestion of the public relations company, Ghosn deliberately gave an interview this time and made a friendly gesture.
From the perspective of international auto giant competition, it is very difficult to build a new brand, so foreign giants are not very worried about China's own brand support plan. Some of them have even figured out how to cooperate with the Chinese side in order to win the favor of the Chinese government.
Domestic companies have also spoken highly of the new auto industry policy, after all, it has opened the door and clarified the rules, if you want to enter the auto industry, you can enter as long as you meet the conditions, and it is no longer the previous vague operation.
"Only by liberalizing competition can the profits of the automobile industry be reduced, and only then can the Chinese people get real benefits. Compared with the policy, our Lifan Group meets the requirements, so it is justified to enter the car industry.
I believe that with the birth of Lifan car, the era of car sales will be just around the corner. ”
Yin Mingshan, the boss of Lifan Group, was very happy that he finally got the road strip for car production. It has been his dream for many years to make it from the highly competitive motorcycle market to the automotive field.
Unlike new forces like Lifan, the old three major automobile groups have also taken a faltering step and started the road of building their own brands.
"We FAW will follow the requirements of national policies, vigorously develop our own brands, and build Hongqi into China's first independent brand.
As the eldest son of the Republic, the development of our own brand is not only our responsibility, but also the obligation of our FAW people. I believe that soon, everyone will be able to see our new Hongqi car on the market!"
Now the development of independent brands has become a mandatory requirement of the state, so Zhu Tianfeng, the boss of FAW, also actively expressed his position to the outside world.
FAW and Toyota have reached an agreement on the transfer of technology platforms, and Toyota will assist FAW in the development of the new Hongqi model. Toyota promised to transfer the old platform of the Crown to FAW so that it could apply the development of Hongqi cars.
In the midst of high-level demands and public expectations, the development of independent car brands has become a top priority, and SAIC has also announced its own brand plan.
"We will actively use international resources to integrate existing forces and rebuild SAIC's own brand. In cooperation with Ssangyong Automobile, SAIC has achieved certain results, proving the correctness of going abroad to integrate global resources. Next, we will make big moves and continue to lay a good foundation for the development of national brands. ”
The negotiations between SAIC and Rover Motors have entered the substantive stage, and Rover Motors, which is about to go bankrupt under pressure, has made great concessions and agreed to SAIC Motor to complete the overall plan to acquire Rover Motors at a 60% discount price, that is, 900 million pounds.
Once it acquires Rover Motors, SAIC can easily build its own brand by changing its brand.
Also as one of the three major automobile groups, although Dongfeng has just completed the overall joint venture and moved its headquarters away from Dashan, it has not had time to take a breath, but Miao Yuwei also announced the plan of Dongfeng's own brand.
"We will make full use of the resources of the joint venture and work with our local institutions to re-plan and build our own brand and make the Fengshen brand bigger and stronger. ”
Compared with FAW and the previous period, Dongfeng Group, which has just completed the joint venture, has too little money to invest in the research and development of its own brand on a large scale. Therefore, Miao Yuwei hit the idea to the joint venture partners and asked them to help Dongfeng develop its own brand.
With the completion of the joint venture with Nissan Motor, Fengshen Automobile almost existed in name only, and Taiwan's Yulon Automobile had no technical strength and basically withdrew from the scope of cooperation.
Therefore, Miao Yuwei plans to use the prestige of Fengshen Automobile to launch Dongfeng's own brand.
"We are partners together in China, helping us and helping you grow. In the independent brand company, we can still cooperate together in the form of joint ventures, you provide technical support, and we Chinese side contribute people and money, and the benefits are equally shared. ”
Dongfeng has embarked on another way to develop its own brand, which is to ask the joint venture company to help develop its own brand. The power system directly adopts the products of the joint venture company, and then puts on the newly developed shell and assembles it in the production line of the joint venture company, which is Dongfeng's independent road.
The three major automobile groups have crossed the sea and shown their powers, and they have all put forward the fastest route to build their own brands, depending on who can really get what they want.
As a pioneer of its own brand, Zhonghua Group is calmly facing the implementation of the new automobile industry policy.
It can be said that Zhonghua Group has been on the right track, and has left other domestic enterprises far behind on the road of research and development of its own brand, and has mastered its own core technology.
"We at Zhonghua Group very much welcome the independent brand strategy released by the state, and hope to get national support in terms of funds, talents and policies in the future.
It is hoped that the government's bus procurement can tend to domestic independent brands, so that with the government taking the lead, the people will actively follow and support the development of independent brands. ”
Han Hao's statement on behalf of the Zhonghua Group was very simple, but he did not expect to cause an uproar on the Internet and in the media circle.
In 2003, the amount of government bus procurement was 35 billion yuan, and it is expected to exceed 50 billion yuan in 2004.
Such fatty meat has always been in the hands of large-displacement models of joint venture brands, and Audi, Passat, and Accord are well-deserved kings among them. In particular, the Audi A6 occupies half of the country, and the annual sales of 60,000 yuan are basically accounted for by bus consumption.
Since the industrial policy says to support independent brands, it should be a reasonable choice for the government to take the lead in procurement.
"As a huge consumer group, the government's huge consumption power often guides the development trend of the industry and the development direction of enterprises to a considerable extent, as well as the consumption patterns of the public. At the same time, it will also affect the construction of a country's resources and environment to a considerable extent. The series of reactions triggered by government procurement has made its regulatory role in the economy and society more and more important. ”
Han's proposal was echoed by economists, who also said that government procurement would trigger unexpected economic effects.
For example, the Audi A6 was favored by government officials, and it quickly opened up the market in the business world, and people rushed to imitate the purchase.
Although netizens and the media supported the proposal, it was never realized.
"Because the time is not yet ripe, our own brand cars cannot meet the requirements of official business. The joint venture brand is also a domestic car, and their performance is relatively excellent, and the domestic independent brand cannot be replaced for a while. At present, the scope of bus procurement is all domestic cars, which meets the policy requirements to a certain extent. ”
To eliminate the joint venture brand, not only the international giants do not agree, even the Chinese partners will not agree, official procurement is a stable source of profits.
"After the development of domestic independent brands, I believe that one day the bus procurement will be all the world of independent brands. ”
The spokesman of the relevant department was also helpless, and the bus procurement is a complex issue that involves the interests of all parties.
From imported cars to domestic cars, and then from domestic cars to self-owned brand cars, bus procurement is a tortuous development path.