Chapter 499: Let the Bullets Fly for a While
There are a lot of car companies in China that want to make their own gearboxes, but when you think about it, everyone wants to become billionaires.
You have to have the strength to do it.
So in fact, there are not many companies that can really make their own gearboxes in the end.
Chery counts as one, Changan counts as one, and Modu Automobile Group counts as one.
This time, Aisin's Yoshikawa and Okumura visited several customers in Huaxia and found that the situation was not as rosy as he had imagined.
Of course, as long as Aisinken makes major concessions, there will be no problem in finding a few more joint venture partners.
However, when the conditions are limited, there are not so many OEMs that are particularly interested.
And there are some interested customers that Aisin is not necessarily interested in.
After all, the products produced by the joint venture gearbox factory also need to be supported by sales.
If your sales volume can't support this part of the demand, then the joint venture factory will lose a mess at that time, and it makes no sense.
"President, at present, among the top car companies in terms of sales, Geely Automobile's response is relatively positive."
"Are we going to finalize a joint venture with Geely Automobile first, and then the other partners will look at it slowly?"
"After the two gearbox joint ventures of Yangcheng Aisin and Geely Aisin, as a litmus test, it should be enough."
"Once the program proves to be successful, we'll expand it further."
Okumura gave his own proposal based on the situation during this time.
"It's true, there are many OEMs that are ready to move, but they all have various concerns, or the lion has put forward some excessive requirements."
"Even Modu Automobile has proposed to transfer the full set of technology of 6AT, what do you want!"
Yoshikawa was also a little annoyed.
The first stop was Yangcheng Automobile Group, and everything went very smoothly.
He thought that all the OEMs in China would very much want to cooperate with Aisin to produce gearboxes.
It turned out to be a lot more complicated than he had imagined.
"Geely Automobile has a good relationship with Toyota, and the negotiations with us are relatively smooth this time."
"Even Chery and Geely, two similar car companies, gave us completely different impressions during the negotiations."
"The sales volume of our Geely Automobile is just a little less than that of Chery, and it may surpass each other at any time."
"This time we were able to work with them, and it was a very good partner."
Okumura took Yoshikawa around China for more than half a month, and he must have to sum up some achievements.
Otherwise, he will be eaten and hung up by then.
"You reply to Geely Automobile, and you say that we agree to their conditions."
"A formal joint venture agreement can be signed tomorrow."
"However, I hope that the joint venture plant can be put into operation as soon as possible and start construction day and night."
"After the joint venture plant is put into production, Geely Automobile must complete the relevant approval work in the shortest possible time, and switch the gearboxes in some models to the products of our joint venture plant."
Aisin will take the initiative to propose joint ventures with everyone, which is naturally aimed at the market.
So what they care about, of course, is also in this regard.
Soon, with Yoshikawa's decision, Geely Automobile also responded.
"Mr. Li, I think this condition is almost there, and it is already better than the condition obtained by Yangcheng Automobile."
"Unless we don't plan to make a joint venture with Aisin in the near future, I don't think they will make much concessions."
Hou Liang, head of Geely's purchasing department, was the main person in charge of the negotiations with Aisin.
Although we have only been talking for a few days, the exchange is relatively in-depth.
After all, each other has the need and sincerity in this regard.
"Okay, then sign according to this plan."
"As for the schedule they said, we can vacate 200 acres of land that we originally reserved for ourselves, where three links and one level have been completed, and if the speed is fast enough, we will be able to do a good job of plant equipment by the end of this year."
"Now the homogenization of the power system used by independent brands on the market is very serious, and the competition will definitely become more and more fierce in the future."
"I don't think it's impossible to get the Aisin gearbox in appropriately."
"In particular, the other party said this time that it can further implement the in-depth localization of 6AT gearboxes and 4AT gearboxes in the joint venture factory."
"Some gears, bearings and other parts can be considered for local cost-competitive manufacturers to produce."
"When the time comes, if our 4AT and 6AT can achieve more than 10% lower cost than Nanshan gearbox, when competing with other independent brands, there will be more cards to play."
Cost reduction is an eternal topic.
For OEMs, the need for this has always existed.
This time, Aisin and Geely cooperated, and the other party handed over the procurement initiative to Geely Automobile.
Although Aisin is still in charge of quality, it is a great help to promote cost reduction.
Li Su felt that it was almost time to sign a cooperation agreement.
"Yesterday I saw an article on the NetEase Auto Channel, which analyzed in detail the risks that Yangcheng Automobile Group may face after cooperating with Aisin."
"One of the biggest risks is that it will affect the cooperation with Nanshan Group, and this risk is the same for us."
"Mr. Li, when the time comes, after our joint venture with Aisin, there will definitely be opinions on the Nanshan gearbox."
Hou Liang felt that it was necessary to put this topic on the table, otherwise the pressure might fall on his head at that time.
After all, as the head of the purchasing department, whether it is the purchase of engines, gearboxes, or other parts, he is the main person in charge.
"Nanshan Group has now established Nanshan Hongqi with Chuncheng Automobile Group, which is actually to compete with us for the low-end automobile market."
"Maybe they'll do something else in the future."
"So I don't think as long as it's a normal business project, you don't need to worry too much."
"They Nanshan Group has a strong influence, and our Geely Automobile is not bad."
"Don't worry about it so much, we're just business partners."
"We are Party A, and we must be like Party A."
With the development and growth of Geely Automobile Group, Li Su's confidence is also changing.
Of course, after the establishment of Yangcheng Aisin, Nanshan Group did not have any special reaction, which is also an important reason why he is willing to actively cooperate with Aisin.
"Indeed, it is also true that whose gearbox to use for our Geely Automobile products is a matter for us to decide."
"Besides, we don't make sure that all the products of Nanshan gearbox are switched in one go, and we will still leave some for them."
After listening to Li Su's words, Hou Liang became full of confidence.
You don't have to take the blame yourself in the future.
Soon, the cooperation between Geely Automobile and Aisin was officially exposed.
"Mr. Cao, this photo is the official picture at the signing ceremony of the Geely-Aisin joint venture project this morning, and Geely Automobile took the initiative to send it to various automotive media."
Yu Yu came to Cao Yang's office in person to report an important news.
"According to the press release provided by the other party, in the joint venture agreement, the registered capital of the joint venture company is 100 million US dollars, and its Middle East Ying Aisin AW Co., Ltd. will contribute 60 million US dollars, holding 60% of the shares, and Geely will contribute 40 million US dollars, accounting for 40% of the shares."
"The main task of the joint venture is to manufacture and sell front-wheel drive 6-speed automatic transmissions and related spare parts, which are expected to be mass-produced by the end of 2009."
"The production capacity involved is about 200,000 automatic transmissions per year, which can be expanded to 400,000 units in the future."
Geely said that in order to promote the continuous decline of fuel consumption, it is very necessary for large automakers to equip their products with more advanced and fuel-efficient transmissions.
"With the increasing demand for high-efficiency and advanced transmissions, the establishment of the joint venture under the joint venture agreement will leverage the strengths, resources and expertise in the global manufacturing of automotive transmissions and related components to ensure a stable supply of products to the Group in the future."
"Basically, this press release is to explain the importance and necessity of this joint venture transmission factory."
Yu Yu explained while looking at Cao Yang's face.
She was also worried that Cao Yang would lose her temper when she heard it.
As for Ji Hua sitting next to her, she wasn't very worried.
"Mr. Cao, this is the second one Aisin has won."
"In the past few days, I heard that he also visited Xifeng Automobile Group, Changan Automobile, Chery Automobile and Modu Automobile."
"It is estimated that some other OEMs have also been contacted."
"It seems that Aisin's determination to re-expand the Huaxia transmission market is very firm."
With such a joint venture company as Yangcheng Aisin, Ji Hua's mentality is also much more stable.
Of course, having cards in your hand is also the most important reason.
This card is now being played at the right opportunity.
It is also meaningful to take this opportunity to take a good look at which OEMs are the most loyal customers of Nanshan Transmission.
For some key customers, Jihua will definitely give certain discounts on price in the future.
And those customers who are not so stable will not be so easy to continue to enjoy first-class business conditions in the future.
"The impact of this financial crisis overseas is still expanding, but in China, the situation has begun to be a little different."
"It is very likely that in the second quarter of this year, Huaxia will be able to return to a state of growth and completely start to get rid of the impact of the financial crisis in the second half of the year."
"This also means that Huaxia's automobile market this year is worth looking forward to, and even the future market is even more worth looking forward to."
"Toyota Motor wants to hit the world's first, and as an important parts company under Toyota Motor, Aisin naturally wants to expand its own space in various markets."
"However, when the time comes, we will show Aisin that there are some markets that are not so easy to expand."
Cao Yang's confident appearance made Yu Yu a little confused.
In her opinion, the impact of Aisin's actions on Nanshan Gearbox is very huge.
And made a very bad head.
In the future, customers who use Nanshan Gearbox will definitely want to reduce the price of Nanshan Gearbox more, or they will start to consider using Aisin products.
On the one hand, sales will decrease, and on the other hand, profits may decline.
In this case, Mr. Cao is still laughing?
Could it be that there is any information on the Nanshan gearbox that I don't know?
Thinking of this, Yu Yu couldn't help but ask: "Mr. Cao, now there are many people in the industry who are staring at Nanshan Group and want to see how Nanshan Group reacts." ”
"If we don't react all the time, then it's likely that people will think we're bullies, and that's not a good sign."
People are good at being bullied, and horses are good at being ridden.
This truth will always be there.
Yu Yu, who is engaged in the media industry, has a very deep understanding of this truth.
"Mr. Yu, don't worry too much, Mr. Cao has already made arrangements."
"Isn't it going to be the New Year soon?"
"Just let the bullets fly for a while, and then surprise everyone."
When Ji Hua said this, although Yu Yu was still confused, his worries disappeared completely.
It seems that the Nanshan gearbox has indeed been prepared.
However, Nanshan gearbox has been prepared for a long time, but for some companies that are developing gearboxes themselves, the pressure brought by this change is also very large.
"Dean Zhang, can we complete mass production of our own gearbox this year as planned?"
Yin Chuan is also a little stressed these days.
As the boss of its own brand, although the advantages are not very obvious, the vision is longer-term.
In 2003, Chery established Chery Precision Machinery Co., Ltd., focusing on the research and development of gearboxes.
In 2004, Chery's independent CVT project was officially established, and the senior engineers of DSI, a well-known Australian transmission company at that time, were poached.
According to the plan, this product will be officially launched this year.
So this time, when Aisin came to discuss the establishment of a joint venture transmission company, his interest was not very high.
Unless Aisin is willing to share the transmission technology with Chery Automobile.
But this is obviously impossible.
According to Yin Chuan's plan, Chery still needs to have the ability to produce its own powertrain.
This is the core competitiveness of fuel vehicles.
Chery has been working hard for many years, and now there is some hope.
But he is also worried that Chery's own gearbox project will come out of something at that time.
"Mr. Yin, our CVT R&D work is almost complete."
"We have done many rounds of testing of prototypes."
"Although it can't carry too much torque, it is still not a big problem to equip it with a powertrain of less than 1.5T."
"And judging from the current situation, the quality of this gearbox should still be good."
"Although the electronic control strategy and related tests in the TCU were completed with the assistance of English Ricciardo, the steel belts were Bosch, and the gears and clutches were also purchased."
"But looking at the whole country, this is also the only existence."
"As soon as mass production is completed, it will be ready for use in our models."
When Zhang Wuchao said this, Yin Chuan breathed a sigh of relief.
Today, when he saw that Geely Automobile and Aisin had cooperated to establish a transmission joint venture, his feelings were very complicated.
If Geely Automobile finally gets the transmission technology through this channel and finally walks ahead of Chery Automobile, it will be more and more difficult for Chery Automobile to maintain its position as the first autonomous.
"If the CVT project is almost developed, then we can also consider deploying manpower to do 4AT as soon as possible."
"Let's start simple, if we get the 4AT right, it can be used on many models."
"For some models of sixty or seventy thousand, 4AT is more suitable than 6AT."
In the future, Chery's 4AT came out when the 8AT relied on the beginning of promotion.
He was even ridiculed.
But I have to say that there are still only a handful of domestic manufacturers that can completely produce 4AT.
To a certain extent, 4AT is enough for low-end models.
The cost is low enough, the sex can be stable, and it is not more fragrant than 6AT?
Of course, 4AT is much easier and less difficult than 6AT.
This is certainly an important reason why Chery Automobile chose to challenge 4AT in the first place.
"I'm already making arrangements for this, and now the impact of the financial crisis is relatively large, and many companies are laying off employees."
"Taking this opportunity, if we can dig up a few technicians who have been engaged in 4AT research and development before, it should be of great help to our project."
"At present, this possibility should be quite high."
As the president of Chery Automobile Research Institute, Zhang Wuchao is still quite thoughtful and capable.
Among the independent brands, Chery Automobile's technical strength is also relatively good.
It's just that people have always been relatively low-key in terms of publicity, or their propaganda ability is a little worse.
……
The pattern of the domestic gearbox industry seems to have changed, which makes some gearbox component manufacturers see hope.
SKF is one of the most active.
Before, they were choked by Nanshan Bearing in China, but they have only stabilized a little in recent years.
Thanks to the development of the overall market, although the market share has decreased significantly, the sales have not declined compared with five or six years ago.
Xue Wenqiang, a sales manager who has always wanted to leave, has never found a better job.
After all, European companies, in terms of benefits, are really good.
It's not so easy to find a better one.
"In Golmo, the amount of bearings on the gearbox is relatively large in the whole car."
"In the past, Aisin's gearbox had a small part of the bearings ours."
"Now that they have established a joint venture with Geely Automobile and Yangcheng Automobile, there should be a possibility of change in the procurement plan for transmission parts."
"I think it's okay to consider focusing on these two joint ventures?"
Since Xue Wenqiang has never left SKF, he naturally hopes that SKF's sales performance can become better.
At present, on the side of independent brands, more and more domestic manufacturers such as Wanxiang and Renyuan are used.
That is, on the side of joint venture customers, there is still hope for some new orders.
"Fight, you have to fight."
"We SKF has also built several factories in China, and most of the bearings can be localized, although the cost is still higher than that of universal and other manufacturers, but compared with Nanshan bearings, the difference is not very big."
"Geely Aisin and Yangcheng Aisin will definitely not use Nanshan Bearing's products, which is a good opportunity for us."
"In the future, if we get some orders from Yangcheng Aisin and Geely Aisin, maybe we can get orders from more similar companies."
"It is also possible to take this opportunity to further expand SKF Bearing's market share in Aisin gearboxes."
"The price of the Dongying bearing manufacturer originally used by Aisin is really not low."
"If we can eat this part of the market, the days ahead should not be so sad."
Although Golmo is not a person with much pursuit, he has been mixed in China for so many years, and he also hopes that he can continue to mix.
If the performance is too bad, it is estimated that even if you want to, you won't be able to mix it up.
This is certainly not the situation he wants to see.
"Then I'll find a way to get the contact information of the procurement personnel of these two companies first, and communicate with each other first."
"Strive to become a supplier of these two manufacturers in the shortest possible time."
After getting Golmo's approval, Xue Wenqiang was immediately full of confidence and was ready to roll up his sleeves and do a big job.
……
"Ayang, during this period of time, a lot of public opinion on the Internet seems to have expressed some unfriendly views on the situation of Nanshan gearbox."
"I think the Nanshan Group is going to come up with a little counterattack?"
"Whether it is Yangcheng Automobile or Geely Automobile, there are many parts supplied by Nanshan Group, even if it is using conventional commercial methods, we have many ways to teach them a lesson."
is about to celebrate the New Year, Fang Sisi also put down his work and got together with Cao Yang.
With Weibo on the right track, her work is no longer as busy as before.
The most important thing is that these tasks can be handled slowly without all staying in the company.
So she spent more time with Cao Yang.
The two have been together for many years, and they are also thinking about getting married and having children.
No matter what dimension you think about, Cao Yang needs to have a child now.
Nanshan Group also needs to have an heir who everyone can see.
Otherwise, it is not conducive to the further development of the next step.
Cao Yang has no brothers and sisters, and his mother is old.
If there is no heir, there may be chaos one day.
"Nanshan Gearbox is already preparing for a new technology conference."
"When the time comes, we will make everyone realize that the cooperation with Aisin may not be a good one."
"Let the bullets fly for a while!"
For Fang Sisi, there is naturally nothing to hide.
Aisin has been tossing for a month, how can Nanshan Group not move at all?
"New technology launch?"
Fang Sisi breathed a sigh of relief, but did not continue to ask.
As long as Cao Yang has prepared and arranged, then everything will be fine.
She still has a lot of confidence in Cao Yang.
(End of chapter)