Chapter 538 Three-electric products, a new advantage of Nanshan Group

The characteristics of taxis are that the space should be large enough, the price should be low enough, the maintenance cost should not be high, and the quality should be acceptable.

For this market demand, Cao Yang naturally knows it.

So when he cooperated with Yangcheng Chuanqi, he directly reminded the other party.

As an electric vehicle, with financial subsidies at all levels, the price will not be much more expensive than the current Elantra and other models.

Considering that the cost of electric vehicles is much lower, the promotion of electric taxis has a significant effect on reducing vehicle emissions.

After all, people run on the road all day long, and the exhaust emissions of a taxi are on top of dozens of private cars.

Zhang Jiaqi and Zeng Guangda and others naturally have a good calculation of this account.

All of them still have high expectations for Yangcheng Trumpchi's electric taxis.

Originally, I thought that if I could sell 10,000 units a year, it would be a very good result.

But now I feel that 10,000 vehicles a year is too little, so I can be bold.

Thirty or fifty thousand a year?

In the shortest possible time, Yangcheng Trumpchi's electric vehicle products will become famous in China, and no matter what you do in the future, it will be very beneficial.

So this time, after Zhang Jiaqi talked to Cao Yang, the two sides reached an agreement, and he began to act.

The first is that Yangcheng Automobile Group has come forward to promote the introduction of regulations in various parts of Lingnan Province, requiring that at least half of the newly added taxis need to be electric vehicles, otherwise no quota will be given.

However, when Yangcheng Trumpchi made such a move, other manufacturers did not react, and BYD couldn't stand it first.

"Mr. Wang, Yangcheng Automobile Group has gone a little too far this time, even if the market in Yangcheng wants to be monopolized, they even want the taxi market in Shenzhen, isn't this stepping on the line?"

As the head of BYD's sales department, Wu Huabi's current pressure is also relatively large.

Don't look at BYD's sales in the past two years, but Great Wall Motor, Chery Automobile, Geely Automobile and Changan Automobile, as well as the Yangcheng Trumpchi next door, have not sold badly.

In this case, if you don't pay attention, BYD has no hope of even entering the top 10 of the car sales list.

Since last year, Huaxia has launched a series of policies to encourage the development of new energy vehicles.

BYD, which has always focused on new energy vehicles for future development, has naturally quickly launched the development of new projects such as electric taxis.

Yangcheng Automobile Group can see the benefits of electric taxis and the low threshold for promotion, and BYD naturally sees it.

It's just that their speed is not as fast as Yangcheng Trumpchi, and it is expected that products will come out next year.

But now Yangcheng Trumpchi has begun to come over to grab the market.

Lingnan Province has prepared to formally issue relevant notice requirements to make certain restrictions on the types of new taxis.

Looking at this policy simply is also a good thing for BYD.

But combined with Yangcheng Chuanqi's actions, the nature of this matter is different.

At that time, BYD's products have not yet come out, and Yangcheng Trumpchi will eat the market first.

If you want to fight for it in the future, the difficulty will be completely different.

After all, for taxi companies, they don't want to have too many models under their roof, which is not conducive to management and maintenance.

Even if there are too many styles, there is no way to give full play to the advantages of the number of units when talking about the price.

If you buy three or five units at a time and buy dozens of units at a time, there must be a gap in the price level.

Wu Huabi naturally understands these truths.

That's why he felt a little anxious.

"People are using Yang Mou this time, even if we have an opinion, it is not easy to refute it directly."

"After all, now other people's products do have advantages, we can't come up with better products, and we can't even come up with products at the same time, and it is difficult for this market to dominate."

Wang Fu was also a little worried in his heart, but he didn't completely blame Yangcheng Chuanqi.

Competition exists in any industry.

Yangcheng Chuanqi did not use any conspiracy, but promoted the introduction of some policies in a dignified manner.

In this case, BYD even has an opinion, and it is not easy to say anything.

Besides, in the long run, BYD is also a beneficiary of this policy.

"I'm worried that when the time comes, I won't even be able to hold the market in Shencheng, and it will leave a bad impression on everyone."

"Which city is a taxi that is not based on the products of local car companies?"

"Yangcheng Trumpchi is mainly anti-customer, which is a very excessive thing."

For Wu Huabi, if the market in Shencheng is lost, it will be even more difficult for BYD's electric taxis to gain a market elsewhere in Lingnan Province.

This will even further affect BYD's order acquisition in other provinces and cities.

This is the key reason why Wu Hua Cake attaches so much importance to it.

"No matter how good Yangcheng Trumpchi's electric taxi is, it is not their core technology."

"What I'm most worried about is the future cars of Nanshan Group, and they are expected to have products off the assembly line next year, and the competitiveness of these products will definitely be stronger than Yangcheng Trumpchi."

"Even in the future, the future car will be our biggest competitor in the domestic electric vehicle market, which is more worrying."

In the domestic automotive industry, when it comes to the importance of technology research and development, Wang Fu only serves Nanshan Group.

Other manufacturers, whether they are joint ventures or independent brands, are relatively limited in terms of R&D investment.

You have very little R&D investment, but you want to have all kinds of achievements, which is obviously impossible.

"I heard that the positioning of future cars is relatively high-end, and they are all made of hundreds of thousands of electric vehicles, and it is estimated that the impact on us is still relatively limited."

"After all, Xingchen Automobile and Jaguar Land Rover, both of which are under the Nanshan Group, are taking high-end routes, and it is impossible for future cars to come directly to compete with us, which is not a good thing for Nanshan Group."

Wu Huabi's point of view this time is obviously a little different from Wang Fu.

In his opinion, the potential of future cars is very large, and the products at that time are likely to be better than BYD's.

But what does it matter?

Everyone is not a competitor of the same level.

Even from the perspective of developing the electric vehicle market, we are still allies.

Let's dig up the allies in the corners of traditional car companies.

"It's not going the low-to-mid route now, but who knows what kind of choices will be made in the future?"

"For Nanshan Group, they already have three high-end brands, Xingchen, Jaguar and Land Rover, and it doesn't make much sense to have another future car."

Wang Fu sees things in the long run.

As the founder of BYD, he often begins to see the essence hidden under the surface.

Obviously, future cars will definitely put pressure on BYD in the future.

In particular, Wang Fu doesn't want BYD to produce low-end models all the time, he also wants to produce some cars with hundreds of thousands, or even a car with more than one million.

It's just that he hasn't told anyone about these thoughts yet.

"Nanshan Group has a deep technical accumulation in traditional fuel vehicles, and no domestic manufacturer is his opponent."

"Today's layout in the electric vehicle market is also frequent."

"Whether it is the establishment of Future Automobile, or the production of electric taxis in cooperation with Yangcheng Trumpchi, or the production of electric vehicles in Nanshan Hongqi in the future, these fully demonstrate the importance that Nanshan Group attaches to the electric vehicle industry."

"Whether it is a battery or a motor, or a motor controller and charger, Nanshan Group is involved."

"In the future, it may be in the electric vehicle market, and Nanshan Group's technology accumulation is also the deepest."

"If we want to catch up, we probably have to be prepared for three to five years when we are not very profitable."

Wu Huabi combined with Wang Fu's opinions just now, and quickly put forward some of his own views.

However, Wang Fu did not communicate anything with him directly.

The time is not yet ripe!

……

Whether it is a project cooperated with Yangcheng Trumpchi or a project of Future Auto itself, motors and other parts produced by Nanshan Battery and Nanshan Auto Parts are very critical technologies.

Previously, Cao Yang was personally involved in the technology research and development of batteries and motors, which is also an important reason why Nanshan Group can quickly master this technology.

Now these technologies are finally starting to be implemented on the production line, and the parts are being delivered in small quantities.

So Cao Yang naturally wanted to go to the scene in person.

Dongying enterprises often have a saying called "three realities".

This refers to the scene, the object, the reality.

That is, everything starts from the scene, and practical countermeasures are taken to solve the actual situation on the spot.

It's a realistic approach.

Cao Yang still recognizes this point.

Otherwise, it's hilarious to pat yourself on the head in the office.

Pat your head to make decisions, pat the table to execute, pat your chest to promise, pat your thighs to regret, pat your ass and leave......

Professional managers can do this, but they can't be bosses.

"Mr. Cao, the electric taxi on Yangcheng Trumpchi, because it is a platform for oil to electricity, the shape of the battery pack will be relatively special, and it will be more difficult to produce and the cost will be higher."

"By the end of the year, when the battery packs for our future cars start to be produced in small batches, things will be different."

Cao Yang wanted to inspect the production site, and Lin Cheng, the person in charge of the battery company, naturally played the role of a commentator.

For a battery, the cost of the battery cell only accounts for 75% of the cost of the entire battery pack, and the rest of the cost is the cost of the module and the battery pack.

For example, battery housing, auxiliary wiring harness, battery BMS, cooling system and other related parts.

It looks like there's only one battery pack, but there's actually a lot of components inside.

The larger the number of battery packs, the higher the requirements for the consistency of the cells.

Or to put it another way, the higher the mileage of the battery pack, the higher the requirements for the battery cell.

In a battery pack, sometimes there is a problem with one cell, which will lead to a problem with the entire battery pack.

At that time, the cost of repairs will be high.

Of course, the cost of repairs is not the most critical issue.

If there is a problem with the battery cell, it will directly affect the use, which is the biggest problem.

"The production capacity of the battery production line should be utilized as soon as possible, whether it is to produce batteries for Honor mobile phones, to produce charging treasures by themselves, or to supply various batteries to Yangcheng Trumpchi, Future Automobile, and Xingchen Automobile, all of which need to be supported by a certain amount."

"Otherwise, it will be difficult to reduce the cost and the production cycle will not be improved."

"Once the volume goes up, we can continue to update the production technology by adding new production lines, and continuously reduce costs."

For electric vehicles, the reduction of battery costs is definitely a topic that cannot be bypassed.

If the cost of a battery pack is only tens of thousands of yuan, just a little more expensive than an engine, then the market prospect is very huge.

Unfortunately, it is very difficult to do this.

"Mr. Cao, according to our prediction, we can start to walk next year."

"When the battery industry develops to a certain stage, it is a winner-takes-all market."

"We are now the largest power battery manufacturer in China, as long as this advantage is consolidated in the next few years, it will not be so easy for other manufacturers to surpass us."

Lin Cheng is now very confident in Nanshan Battery.

Especially after the addition of several shareholders last year, the company has more abundant funds on its books.

And in terms of developing customers, there are also more guarantees.

In the future, he is very confident that Nanshan battery will be operated as an engine and a transmission that is not inferior to Nanshan.

In this regard, Cao Yang did not express any different opinions.

After all, until now, the development of Nanshan battery has been advancing according to the rhythm set by him, and there are no obvious problems.

"I heard that some time ago a battery company called CATL was established, which was established on the basis of the previous ATL."

"You should pay attention to the development of this company."

Cao Yang attaches great importance to the situation of power batteries, so Mi Ying will summarize the latest situation of the battery industry yesterday in the newsletter reported every morning.

CATL was established some time earlier than the history, and BMW, a customer, was also snatched away by Nanshan Battery.

It stands to reason that the pace of development will definitely be affected.

But Cao Yang still admired their boss Zeng's ability, so he reminded Lin Cheng.

Don't capsize in the gutter at that time, it's already like this and has been overtaken, then it's embarrassing.

"CATL was established on the basis of the previous ATL's power battery department, but they actually do not have any supporting performance of power batteries, and there are no obvious advantages compared with other battery manufacturers such as Guoxuan Hi-Tech and BYD."

"Of course, their accumulation of battery technology is still relatively deep, and I will arrange someone to keep an eye on their movements."

Although Lin Cheng does not think that CATL will pose any threat to his company.

But since Cao Yang has spoken, he must implement it.

After that, Cao Yang continued to follow Lin Cheng to visit the battery BMS production line.

As one of the core components in the battery pack, the BMS is the brain of the battery pack, responsible for charge and discharge management, battery voltage and current and other data monitoring, and is also an important component for the vehicle controller to capture the battery pack power and other parameters from the battery pack.

It can be said that whether the BMS is strong or not is directly related to the performance of the battery pack.

If your battery cell technology is very advanced, but the supporting BMS level is not good, then your advanced nature may not be able to give full play.

Even because the BMS is not good, there are some control problems.

Therefore, Cao Yang attaches great importance to BMS, and specially transferred the design and development function of this part from Nanshan Auto Parts back to Nanshan Battery at the group meeting, so that it can become a part of the battery business.

In the future, when Nanshan Battery provides parts to customers, it can provide complete battery packs, including BMS.

Battery modules can also be provided for customers to buy back and assemble their own battery packs.

You can even only provide battery cells, so that customers can buy them back and use them as they like.

"The biggest difficulty of BMS is that there must be inconsistencies between different lithium batteries."

"This inconsistency leads to different batteries still operating at different temperatures, voltages, and currents at the same time and within the same battery pack."

"If you continue to use a diagram to describe, it means that different batteries are in different positions on the diagram."

"To ensure the safe and efficient operation of the battery pack, it means that many batteries must be located at the same time within a narrow safety window, which leads to the greater the number of batteries, the more difficult it is to manage."

"In order to solve this problem of lithium battery operation, it is necessary to have a reliable BMS system to monitor and manage the battery pack, so that the charging and discharging speed and temperature of different batteries tend to be balanced."

Although Lin Cheng is researching batteries, BMS is not the part he is best at.

However, the quality of BMS is related to the performance of the battery pack, so in the past two years, he has also studied the principle of BMS in depth.

Directly putting him in charge of the development of the BMS may not necessarily be very good.

But if it's just a brief introduction, that's perfectly fine.

"BMS is the link between the battery and the whole vehicle, and it processes a wide range of signals, including: battery cells, collisions, CAN, charging, water pumps, high voltage, insulation, and so on."

"A single over-discharge can cause permanent damage to the battery, and in extreme cases, overheating or overcharging of the lithium battery can lead to thermal runaway, battery rupture or even explosion."

"Therefore, the BMS should strictly control the charge and discharge to avoid overcharging, overdischarging, and overheating."

"Our BMS is better than other manufacturers in the industry."

"This is also an important reason why our battery pack can achieve a range of 400 kilometers."

Lin Cheng explained while watching Cao Yang's reaction.

He knew that in terms of BMS, Cao Yang was more proficient than himself.

But there is no way, when you visit the production line, you can't always introduce the characteristics of the production line provided by Nanshan Equipment, right?

You always have to talk about your own situation, and then it is inevitable to introduce some performance.

"The main purpose of the battery management system is to ensure the design performance of the battery system, and provide three functions from three aspects: safety, durability and power."

"In terms of safety, the BMS battery management system can protect the battery cells from damage and prevent safety accidents."

"In terms of durability, the BMS battery management system can enable the battery to work in a reliable and safe area, prolonging the life of the battery." "In terms of power, the battery is maintained in a working condition that meets the requirements of the vehicle."

"Although our BMS is already very competitive, the development of this industry is very fast, and we must always be more advanced than others in order to be successful."

"The performance of some domestic BMS may be relatively average, but the BMS developed by foreign companies such as Tesla, we should study it carefully to see if there is any merit."

"Maybe at some point Tesla will become our competitor."

Cao Yang summed it up meaningfully on the side, and then put forward a request of his own.

What is the situation of Tesla in the future, Cao Yang is naturally very clear.

Obviously, the configuration of each car is not high, and even the interior and exterior decorations are very rubbish, but people can sell the car very well.

In addition to doing a good job in intelligent networking and autonomous driving, it is also related to battery management.

Although the future of automobiles may not completely follow the path of others, it is almost inevitable that they will become competitors.

"No problem, there is a team in our BMS development team that is responsible for the benchmarking analysis of competing products, and when the time comes, we will find a way to disassemble Tesla's BMS and see if there is anything we can learn from."

Lin Cheng is very clear about his position in the Nanshan battery.

Although he used to be a senior expert and professor in the battery industry, after coming to Nanshan Battery, he quickly completed the change of role.

The world is big, and sometimes the boss is the biggest.

If you don't understand your boss's thoughts well, it's a bit difficult to get a promotion and a raise.

After that, Cao Yang continued to take a look at the situation of the motor, and Lin Cheng also came directly with him.

After all, he and Dai Hanbiao are also old acquaintances, and the motor and battery are also directly related parts, so there is no problem in understanding them.

"Mr. Cao, compared with the traditional parts layout, the cost of our motor three-in-one product has dropped by at least 30%, and the weight has decreased by more than 20%."

"In the future, we are also going to inherit the functions of OBC and DCDC into the motor, and make a four-in-one, five-in-one, or even six-in-one motor product."

The motor of the electric vehicle is also a new technology part for Nanshan Auto Parts.

Dai Hanbiao can also feel that Cao Yang attaches great importance to this field, so he is also personally watching the development of this business.

Now he has followed Cao Yang around the production line, no matter what Cao Yang asks, he can answer.

It's not easy.

"Let's make a motor three-in-one in a short period of time, and then slowly do the rest later."

"The most important thing is that the performance of our motors is good enough, the parameters are attractive enough, and then we can not fall behind in terms of quality assurance."

There are many domestic manufacturers of ordinary motors, and this part has appeared for more than 100 years, and the threshold is not so high.

But it's not easy to do it well.

Obviously, Cao Yang hopes to do a good job of the three-in-one motor.

"No problem, although the motor three-in-one is a new product, but in fact, the technology used in it is basically used by other parts now, and now it is just a product integration."

When Dai Hanbiao said this, Cao Yang did not refute it.

Whether it is a three-in-one motor, a six-in-one, or a few other combinations, it is essentially a combination of product changes, and it is not really a new upgrade of technology.

But for the automotive industry, which has been around for more than 100 years, this progress is actually quite remarkable.

Nanshan Group has accumulated a lot of money, and maybe it will bring you a surprise again.

(End of chapter)