Chapter 505 Blockbuster Policy Released, A New Era Is Coming
The development of any industry is closely related to policies.
This is especially true in the automotive industry, which is a special industry.
Since the outbreak of the financial crisis last year, the development of Huaxia's automobile industry has been more or less affected, and the growth rate in the last quarter has dropped significantly.
The situation in the first two months of the first quarter of this year was not so ideal.
Especially when it comes to export business, there has been a sharp decline.
Huaxia has naturally seen this situation.
Relevant policies are also under intense discussion.
Today, it was finally officially announced.
Cao Yang looked at the computer handed over by Mi Ying and looked at the content on it seriously.
"Automobile Industry Adjustment and Revitalization Plan"!
I've heard about this since January this year.
However, the official content has not been released to the public.
In fact, since January this year, in order to ensure sustained and high-speed economic growth, Huaxia has successively introduced the adjustment and revitalization plan for ten major industries, including the automobile industry, the iron and steel industry, the equipment manufacturing industry, the textile industry, the shipbuilding industry, the electronic information industry, the light industry, the petrochemical industry, the non-ferrous metal industry, and the logistics industry.
In previous years, it would have taken some time for this specific policy to be implemented.
But this year it's a lot faster.
Cao Yang quickly looked at the specific content of this plan.
"Adhere to the expansion of domestic demand, pay attention to the combination of fiscal and tax policy incentives and the improvement of the consumption environment. Based on the current situation, we should not only take financial incentives to expand the demand of the domestic automobile market and ensure economic growth, but also focus on the long term, improve consumption policies, and cultivate the consumer market. ”
"Adhere to structural adjustment, pay attention to the combination of giving play to the role of the market and strengthening government guidance. Use market mechanisms and macro-control means to promote mergers and acquisitions of enterprises, integrate factor resources, improve industrial concentration, and realize the optimization and upgrading of the organizational structure of the automobile industry. ”
"Adhere to independent innovation, pay attention to the transformation of traditional products and the promotion of new energy vehicles. Strengthen technological transformation, improve the level of research and development, accelerate product upgrading and structural adjustment, focus on cultivating independent brands, and actively develop energy-saving and environmentally friendly new energy vehicles. ”
“……”
Just as Cao Yang was quickly browsing the above content, Mi Ying also emphasized the key points of this policy in a timely manner, and said: "Mr. Cao, there are several possible goals in this policy that are closely related to us. ”
"The market share of passenger cars with a displacement of less than 1.5 liters has reached more than 40%, of which the market share of small displacement vehicles with a displacement of less than 1.0 liters has reached more than 15%."
"This should have an impact on the development of Nanshan engine and Nanshan gearbox, especially the CVT just pushed out by Nanshan gearbox, which can just meet the needs of this part."
"In addition, the establishment of a complete automotive consumption policy and regulatory framework system, a scientific and reasonable automobile tax system, a modern automobile service system and an intelligent traffic management system, the establishment of an electric vehicle infrastructure supporting system, to provide a guarantee for the stable development of the automobile market."
"This one should also be closely related to the development of our intelligent network center and Nanshan battery."
"In particular, this policy emphasizes the need to scale the production and sales of electric vehicles."
"By transforming the existing production capacity, the production capacity of 500,000 new energy vehicles such as pure electric, rechargeable hybrid and ordinary hybrid will be formed, and the sales of new energy vehicles will account for about 5% of the total sales of passenger cars."
"Major passenger car manufacturers should have certified new energy vehicle products."
"This means that Huaxia's attitude towards new energy vehicles has changed very significantly."
"Combined with another notice issued at the same time, the meaning of supporting new energy has been very obvious."
Mi Ying said as she switched the interface to another web page.
"Notice on Carrying out the Pilot Work of Demonstration and Promotion of Energy-saving and New Energy Vehicles"!
"According to the spirit of the strategic decision of the Government Council on 'energy conservation and emission reduction', 'strengthening fuel and electricity saving' and 'focusing on breaking through important key technologies restricting industrial transformation and upgrading, and carefully cultivating a number of strategic industries', in order to expand automobile consumption, accelerate the structural adjustment of the automobile industry, and promote the industrialization of energy-saving and new energy vehicles......"
"Fiscal policies to encourage the use of energy-saving and new energy vehicles in public services such as public transportation, taxi, public service, sanitation and postal services, and subsidies for the purchase of energy-saving and new energy vehicles by promoting the use of units."
"Among them, the central government focuses on subsidies for the purchase of energy-saving and new energy vehicles, and local governments focus on subsidies for the construction and maintenance of related supporting facilities."
"In order to strengthen the management of financial funds and improve the efficiency of the use of funds, we have formulated the "Interim Measures for the Management of Financial Subsidy Funds for the Demonstration and Promotion of Energy-saving and New Energy Vehicles" ......"
After reading this notice quickly, Cao Yang breathed a sigh of relief.
These two blockbuster policies are finally here!
A new era in China's automotive industry is coming!
Although historically, the new energy vehicle market in the next few years has been chaotic, and there have been various ghosts and snakes coming out to defraud financial subsidies, and the real combat effectiveness has not been formed in the past few years.
However, it is undeniable that this period has given birth to many core enterprises in China's new energy industry.
Whether it is Ningwang in later generations, or other battery and motor manufacturers, they all began to develop during this time.
Now with Nanshan Group, Nanshan Battery, and Nanshan Auto Parts, the situation in the past few years will definitely be very different.
A new era is really coming.
"Mr. Cao, the long-awaited new energy incentive policy has finally been introduced this time."
"Now that the country's subsidy policy and Yangcheng's subsidy policy have come out, it is estimated that the subsidy policy of Lingnan Province should also come out soon."
"At that time, our Nanshan battery should usher in a rapid development."
"At the same time, the sales of our hybrid gearboxes are expected to rise rapidly,"
Ji Hua also listened to Mi Ying's report just now, and naturally realized what kind of impact the policy would have when it was introduced this time.
"That's true, inform the main leaders of the group, and hold a meeting in three days."
"Before the meeting, all departments should think carefully about the impact of this policy on our company."
Although China will introduce a lot of policies every year, some policies are meaningless, but some policies are far-reaching.
This time, it is clear that the latter is the case.
Therefore, Cao Yang is ready to have a good discussion within Nanshan Group to determine the next development direction.
Similarly, after other companies see this policy, they will naturally move.
Within BYD, there is now a heated discussion.
"Mr. Wang, you are really far-sighted, and you have predicted Huaxia's support for the new energy industry before the policy is announced."
"Now we BYD are definitely at the forefront of the industry, and we can enjoy the policy dividend to the greatest extent."
"According to the current subsidy standard, if the standard of Lingnan Province and Yangcheng City is the same, then the production of new energy vehicles is likely not to be a loss-making business."
"Especially for electric buses, I think it's worth promoting."
"At the same time, electric cars are also worth starting to study, and there may be a good market in the future."
"In particular, the policy emphasizes that it hopes to form a new energy vehicle market of 500,000 units per year, which is definitely a blue ocean and worthy of everyone's efforts."
Lv Faxiang is in charge of BYD batteries, and now he is in a very good mood.
In the past, BYD was also entangled in the question of whether to expand the production capacity of the battery factory.
Now it seems that there is no need to worry about it.
It's time to boldly expand production.
In the future, with the gradual improvement of the number of new energy vehicles, the entire industrial chain will undergo considerable changes.
This is definitely a good thing for Lu Faxiang.
"The promulgation of the specific details of this policy is indeed faster than I imagined."
"This time, 13 pilot cities have been selected, and we have two in Lingnan Province."
"At that time, it will definitely be a very huge impact on the new energy industry in Lingnan Province."
"I estimate that many companies will begin to combine the content of this policy and begin to lay out the new energy vehicle market."
"However, while we are excited, we must still see the problems faced by the development of new energy vehicles."
"For example, charging problems, battery life problems, and battery energy attenuation problems."
"Before these problems are finally solved, it is estimated that the development of new energy vehicles will not be smooth sailing."
Wang Fu was not carried away with excitement.
With policy support, the situation is getting better.
But the future doesn't have to be so rosy.
At least in the process of development, there may be various problems.
"If we just promote electric buses first, then these problems are not really a big problem."
"In the future, the promotion of electric vehicles will require the joint efforts of the whole society, and it may not be possible to do it by relying on the automotive industry alone."
"For example, the installation of charging piles may require the cooperation of the power grid."
"Then the attitude of the giants of PetroChina and Sinopec also needs to be considered."
"If they can be pulled into the track of new energy vehicle development, then the resistance may be much smaller."
When Lu Faxiang said this, Wang Fu couldn't help but nodded.
This idea is still very open-minded.
I actually want to think that Sinopec and PetroChina, which are obviously in conflict with the development of new energy vehicles, are all considered to be pulled to the same track.
I just don't know how to implement it when the time comes, whether the other party will buy it.
"After the announcement of this policy, the car companies in the pilot cities should act the fastest, and you arrange people to keep an eye on the movements of these cities, so that we can keep abreast of the development of the industry."
"So as not to work behind closed doors every day and not figure out the development of the opponent."
Wang Fu gave his own instructions.
Although he firmly believes that the future of new energy vehicles is bright.
But how the road will develop, in fact, there is still confusion.
After all, it's only 2009.
The same dialogue is also going on in Gotion Hi-Tech.
"Mr. Li, the enthusiasm of Ankai Bus has come up now."
"It seems that the "Interim Measures for the Management of Financial Subsidy Funds for the Demonstration and Promotion of Energy-saving and New Energy Vehicles" is really timely."
"Taking this opportunity, I think we can quickly install our lithium iron phosphate batteries on various buses and buses, and we don't need to worry about no orders in the next three years."
As the director of the technology center, Shi Junhui normally does not need to think about orders.
This is something that the sales department needs to work on.
However, without orders, it becomes difficult to upgrade technology.
You can't spend money on R&D every day, right?
The production cost of a battery pack is still very high.
If you completely rely on the company's own funds to engage in research and development, it is okay in the early stage, but there will be a lot of pressure later.
"Other customers, such as Yutong and King Long Bus, also have to find ways to let them use our lithium iron phosphate batteries."
"In the beginning, even selling at a loss was no problem."
"After all, after several levels of subsidies, even if you lose money, you won't lose much."
"After we get some customer orders, we can slowly control the cost later, so that our selling price can cover the cost."
"As for making money, I don't think I need to think about it anytime soon."
"If our battery quotation is not competitive because of the setting of profit targets, the loss is more troublesome than the loss."
Li Zhen is still very courageous.
When the real estate industry was very popular, he transformed to engage in lithium iron phosphate batteries.
Now that the real estate has gone out, there are many people around him who think he is very discerning.
Of course, if he knew that real estate would be very hot in the future, I don't know if he would regret it.
"I think so too, first iterate the technology as soon as possible, and it is best to catch up with the level of Nanshan battery."
"In that way, we can be recognized by more customers, and we can even consider looking for partners overseas."
Shi Junhui also fully agreed with Li Zhen's plan.
To engage in high-tech enterprises, don't focus on making money every day at the beginning.
This field is a little bit similar to the Internet industry.
At the beginning, it was the stage of burning money, and it was difficult to make money.
When you get bigger, you start thinking about making money.
"Is there a way for us to dig up a few technicians from Nanshan Battery?"
"The technical level of their lithium iron phosphate batteries and ternary lithium batteries is so high, if you can learn a little technology from them, you should be able to avoid a lot of detours."
Li Zhen is not a person with a technical background, but he still attaches great importance to technology.
However, he also knows that it is still very difficult to simply invest money in R&D by himself.
The most important thing is that he is worried that this will affect the development speed of Guoxuan Hi-Tech.
"It's a bit difficult, Nanshan Group's treatment is notoriously good, but ordinary domestic companies can't compare to them."
"The most important thing is the loyalty of Nanshan Group's employees, which has always been relatively high."
"If we want to poach people, especially core technical personnel, I'm afraid it's very difficult."
"Still, it's not impossible to give it a try."
"If someone happens to want to come back home and develop, then maybe the opportunity has come."
Shi Junhui thought about it and gave his own reply.
Dig a lot of people, it is estimated that they will not be able to prescribe conditions.
But if you dig up three or five people, it's still possible.
At that time, through the technical direction revealed by these people, it may be able to save a lot of time for Guoxuan Hi-Tech.
"Then let's give it a try."
"Multiple plans to work together, we must eat this wave of policy dividends."
Li Zhen felt that the opportunity he had been waiting for several years had finally arrived.
It's the best of times.
In the same way, some people feel that a new era has arrived.
"Mr. Zeng, the board of directors of the company does not agree that we should focus on research and development on power batteries, but I think the development opportunities of power batteries have come."
Ni Xingsheng is an important assistant to Zeng Yuqin and the head of ATL's newly established power battery department.
Originally, they vaguely felt that the era of new energy vehicles was coming, so they began to study power batteries.
Today's two policies have completely strengthened their confidence in the development of power batteries.
ATL is a wholly-owned independent company under the TDK Group of Japan, and is the world's No. 1 supplier of polymer lithium batteries.
They are also Apple's largest battery suppliers.
For them, the market in the field of consumer electronics is the most important market.
Other markets are fraught with risk.
Therefore, even if the power battery division was established last year, TDK is unwilling to transfer too many personnel to engage in power battery research and development.
The prospects for the development of new energy vehicles were not particularly clear before, so Zeng Yuqin and they were not particularly anxious.
However, today two policy documents were announced: the "Automobile Industry Adjustment and Revitalization Plan" and the "Notice on Carrying out the Demonstration and Promotion of Energy-saving and New Energy Vehicles".
Naturally, the situation is different.
Other manufacturers can realize that the opportunity for new energy vehicles is coming, and Zeng Yuqin and Ni Xingsheng are naturally no exception.
"Lao Ni, if we start a second business again, do you think there is still a chance of success?"
Since there is no way to pay attention to the power battery in ATL, a new company will be established independently.
Zeng Yuqin believes that the future of power batteries must be very worth looking forward to.
The battery used in a car is as high as the battery on hundreds or thousands of mobile phones.
If all the world's cars become electric, or even as long as 30% of cars become electric, the market will be very impressive.
Not to mention the market value of 10 billion, he thinks that if he can become the boss of the battery industry in the future, it is possible to have a market value of 1,000 billion.
That's a lot more than ATL can imagine.
"Mr. Zeng, wherever you go, I will follow you."
"Although there are many companies in power batteries now, most of them are not very powerful."
"That is, BYD battery and Nanshan battery have a little climate, but the battery business is only part of their group business."
"I think it should be very promising to separate the power battery division from ATL and set up a separate company to specialize in the power battery business in the future."
Ni Xingsheng gave his answer very affirmatively.
He is Zeng Yuqin's college classmate, and he followed the old man who started a business together.
For his own classmates, he knows very well what the level of ability looks like.
Obviously, this is a very worthy person to follow.
Otherwise, from the perspective of financial freedom, there is no need for them to toss at all.
They are now financially free.
But the meaning of life is completely different for different people.
Some people spend their whole lives struggling to make ends meet.
Some people spend their lives hoping to achieve financial freedom.
But there are also people who are really moving forward for their dreams.
Obviously, Zeng Yuqin and Ni Xingsheng belong to the characters who move forward for their dreams.
They're starting their businesses again now, not like some people who just graduated from college and don't understand anything.
Have technology, understand the market, understand management.
It's a bit difficult to start a business again, and it is a bit difficult to fail.
The uncertainty is nothing more than how successful the new company can be!
"Since you also think that this thing can be done, then we don't have to hesitate."
"I'll talk to a few other people later, and then I'll get moving."
"I've even figured out the name of the new company, which is CATL."
"When the time comes, we will work together to make CATL the world's largest power battery manufacturer, so that domestic and foreign customers are proud to use our power batteries."
Zeng Yuqin wants to start a business, so naturally he is not going to make a fuss.
Otherwise, why bother?
"TDK, if we want to take a group of people, I don't know if they will let them go?"
Ni Xingsheng mentioned a thing that he was worried about.
"This is very simple, the new company also retains a certain stake in TDK, as if ATL's power battery division was separated, so that the opposition is not so big."
"It just so happened that we had to spend a lot of money when we started, and it was a good thing to have TDK to help us invest together."
"When we lose money for several years in a row, the TDK gang will definitely not be able to stand it, and it is estimated that they will take the initiative to withdraw their shares."
"If we take advantage of the situation and acquire the shares held by TDK, then the company will be back in our hands again."
"At that time, our technology should have gone through a certain amount of accumulation, and we can consider starting to exert force."
Zeng Yuqin thinks very long-term.
Others take one step at a time, but he takes one step at a time and sees three steps.
Before the company was officially established, TDK's reaction was already expected and the other party was taken into account.
The most important thing is that in the end, TDK may not only not be angry, but also have to thank others.
That scene, it's kind of interesting to think about.
"If that's the case, that's for the best."
"I also communicated with the core backbone of the business department, and I should be sure to bring them all out."
Ni Xingsheng breathed a sigh of relief.
The boss has everything in order, and he has a lot less to worry about.
The most important thing is that through this conversation, he feels the future of CATL.
This time, the success rate of entrepreneurship is very high.
Maybe I will take a leap forward in my life.
(End of chapter)