Chapter 581 The Spring of Electric Vehicles Arrives Early, Who Is the King of Micro Cars?

The automotive industry conference attended by the ministries and commissions, the China Automobile Association and the CEOs of various OEMs is still very influential.

In particular, the definition of new energy vehicles was soon officially adopted.

There are even rumors that there will be a new incentive policy for new energy vehicles in 2010, which will be closely related to the definition of new energy vehicles.

At the same time, the imperial capital also officially announced that it would start buying cars by lottery, which was almost a year earlier than the same period in history.

However, new energy vehicles can not be affected by the lottery to buy a car, and you can buy as much as you want.

As a result, various car companies immediately reacted.

"Mr. Cao, all of our models can launch PHEV versions early next year to fully meet the needs of new energy vehicle development."

"At the same time, the first model of our future car will also go on sale this year."

"At that time, there should be a big change in the domestic new energy vehicle market."

Rao Yongxiang also participated in the industry conference with Cao Yang, and he also has a good understanding of the relevant situation.

Nanshan Group's layout in electric vehicles is relatively comprehensive, and Rao Yongxiang is not worried about the change of new energy vehicle policy will have any bad impact on the company.

Even because of the introduction of the new energy vehicle policy, Nanshan Group can also become a beneficiary.

"I listen to Wang Fu, he wants to further promote the introduction of relevant points policies by the state to promote the reduction of average fuel consumption of automobiles."

"On the one hand, through the policy to stipulate how much the average fuel consumption of each car company in the future of a certain model needs to be, and in addition, to promote the development of new energy vehicles through different models of points."

"For example, the production of an electric car gives 6 points, the production of a PHEV car gives 3 points, the production of a fuel car gives -2 points and so on."

"Although this plan is not expected to be introduced immediately in the short term, the calculation method may be more complicated."

"But in the long run, the plan proposed by Wang Fu is likely to be adopted."

"At that time, the policy will force car companies to make new energy vehicles, or they will have to buy credits from other car companies."

"Maybe for electric vehicle companies, this is also a profit plan for a certain period of time."

Cao Yang naturally knows the development path of Huaxia's new energy vehicles.

Combined with some of the information he has learned now, he can make some bold judgments.

And with the passage of time, these judgments will slowly be implemented.

"If the policy is really that strict, then the development of electric vehicles is likely to be faster than everyone thinks."

"However, it should be unfair to treat all electric vehicles equally."

"For example, an electric car with a range of more than 100 kilometers and an electric vehicle with a range of more than 500 kilometers are all a credit, which is definitely not appropriate."

"At that time, if the ministry wants to convene everyone to discuss, I think the group can discuss it in advance, and then directly come up with a more mature plan?"

Rao Yongxiang feels that Nanshan Group can play a greater role in the electric vehicle association.

You can even combine your own model development path and choose the best plan formulated by some standards.

For example, if the future car will be a micro electric vehicle in the future, then the policy will definitely not be suitable for the card in terms of mileage.

On the contrary, if the future cars will be electric vehicles with long cruising range, then the relationship between cruising range and credit changes should be fully reflected.

In short, as a party that sets standards, it must develop in a direction that is beneficial to the company.

Otherwise, how can there be a statement that first-class enterprises set standards?

"No problem, you can arrange someone to study it well, and you can even communicate with BYD."

"When the time comes, throw out the relevant plan."

Rao Yongxiang's proposal, Cao Yang naturally did not have any reason to oppose it.

It doesn't hurt to do everything in advance, so as not to be in a hurry when you get it.

Unlike Nanshan Group, some car companies feel the development and changes of Huaxia's new energy vehicles, but they think of setting up a separate electric vehicle company.

"Mr. Zhang, Nanshan Group established Future Auto last year, specializing in the production of electric vehicles."

"Now our Yangcheng Trumpchi also has such a classic electric vehicle product as Trumpchi S."

"I think this car can be spun off from Yangcheng Trumpchi and set up a separate electric vehicle company to develop electric vehicles."

"In the future, it will even be possible for this electric car company to go public on its own."

Zeng Guangda also participated in the automotive industry conference and felt a lot in his heart.

Combined with the information he learned, he also boldly proposed a change plan.

"Forming a separate EV company?"

Zhang Jiaqi was stunned for a moment, feeling a little strange about Zeng Guangda's proposal.

"We now have our own brand car companies, isn't it okay to produce electric vehicles normally within the system of Yangcheng Trumpchi?"

"The current Trumpchi S is also selling very well, and it is even the best electric car sold in China."

Obviously, Zhang Jiaqi didn't feel the need to toss.

Now that I have a set of people, why do you toss so many things?

However, when Zeng Guangda discussed this topic with Zhang Jiaqi, he had obviously given it more full consideration.

So after listening to Zhang Jiaqi's words, he immediately explained: "Mr. Zhang, it is naturally no problem to put electric vehicles on Yangcheng Trumpchi for production and development in the short term, but in the long run, I think it will be more conducive to its development alone." ”

"This is mainly considered in several ways."

Zeng Guangda explained while considering the wording.

"First, the parts system of electric vehicles is still quite different from traditional fuel vehicles, and the three electric products occupy more than seventy percent of the cost of a car."

"These parts, especially the battery and the motor, are often in a very different situation than the engine and the gearbox."

"We need to introduce some warranty policies and parts repair strategies based on the specific requirements of electric vehicles."

"Even in terms of sales channels and sales plans for electric vehicles, there is a big difference from traditional fuel vehicles."

"Second, according to the current situation, the subsidy for electric vehicles in the future will certainly not be the same as it is now, and the national, provincial and municipal governments have added up to 150,000 scale."

"By next year, it may be a big reduction, after all, if the number goes up, the subsidy amount will be a bit large."

"And once the amount of subsidies falls, the price of our electric vehicles needs to increase to avoid large-scale losses."

"But once the price increases, then it will inevitably lead to a collapse in sales, and consumers will no longer buy."

"In this case, there is a high probability that electric vehicles will become loss-making sales, which has a very big impact on a company."

"If we continue to put the electric vehicle business in Yangcheng Trumpchi, then Yangcheng Trumpchi will become a loss-making enterprise."

"As a state-owned enterprise, if you lose money for three consecutive years, then the situation will become very complicated, and we definitely don't want to see such a situation."

"But if it is stripped out separately, since electric vehicles are now products on the tuyere, I think we can refer to the practice of Internet companies and find some institutions to raise funds."

"It is equivalent to us supporting the loss-making development of electric vehicle companies through financing, seizing the market and increasing market share."

"In a few years, if you go public in the United States or Port City, maybe the market value of the electric vehicle company will be higher than that of Yangcheng Automobile Group."

"The last point is to engage in electric vehicles, which definitely need more innovation and more special measures to operate."

"If it is still placed in Yangcheng Trumpchi, the original system will limit the development of electric vehicles, and eventually miss our current first position."

Zeng Guangda explained this, and Zhang Jiaqi's attitude soon changed.

After all, what Zeng Guangda said is reasonable.

The most important thing is that the Nanshan Group next to it already has a living case, obviously with Xingchen Automobile and Jaguar Land Rover, but they still set up a separate electric vehicle company.

Zhang Jiaqi didn't understand this approach before, but now after listening to Zeng Guangda's words, he can understand it.

"If you set up an electric vehicle company separately, should R&D be independent?"

Now that this topic has been formally discussed, it is definitely necessary to act as soon as possible.

Procrastination is not Zhang Jiaqi's style of doing things.

"In the end, if you want to promote the financing and listing of electric vehicle companies, you must also divest the research and development."

"But the overall strength of our current research institute needs to be further improved, and it may not be a good thing to split it immediately."

"After all, in addition to the three electric products, there are also a large part of the parts that belong to electric vehicles and traditional fuel vehicles."

When Zeng Guangda said this, Zhang Jiaqi couldn't help but nodded.

That's the truth!

"This news should be good for our stock price, and I think we can make an announcement as soon as possible to explain that we are going to divest Trumpchi S and set up a separate electric vehicle company."

As the general manager of a listed company, Zhang Jiaqi definitely needs to consider the stock price issue.

As long as it is good for the stock price to rise, he is very positive.

With this announcement of Yangcheng Automobile Group, some other friends were also anxious.

"Lao Ma, we have studied electric buses with Imperial University of Technology before, and we can completely transfer that set of things to passenger cars."

"Nowadays, Yangcheng Automobile Group has set up a special electric vehicle company, and we cannot lag behind Didu Automobile Group."

"Starting from today, Imperial New Energy Automobile Co., Ltd. will officially start preparations, as soon as possible from Imperial Benz, Imperial Modern and Automobile Research Institute to transfer a group of elite soldiers and strong generals, and start to develop our own new energy vehicles."

As the chairman of Didu Automobile Group, Xu He naturally hopes that Didu Automobile can become the largest automobile company in China.

It's not like now, not only is it crushed by Chuncheng Automobile and Xifeng Automobile, but Modu Automobile can't compare, and even Yangcheng Automobile and Changan Automobile have to surpass them.

Xu He definitely can't accept this situation.

Some time ago, Didu Automobile's acquisition of several model platforms and technologies of Saab can be regarded as a plan for Xu He to enhance the strength and competitiveness of Didu Automobile's own brand.

Nowadays, Huaxia seems to have the intention of further supporting the development of new energy vehicles in the policy, and Xu He, who is relatively sensitive, can naturally feel this change.

Therefore, the establishment of Didu New Energy Automobile Co., Ltd. was officially put on the agenda.

In this regard, Ma Guojian is naturally completely understandable.

"The current subsidy policy for electric vehicles is still relatively good, otherwise the Trumpchi S of Yangcheng Trumpchi would not be able to sell so well."

"Some time ago, people in the imperial capital of modern people complained to me, saying that the taxi market of the imperial capital has begun to appear Trumpchi S products."

"Even some consumers in the imperial capital have bought Trumpchi S for transportation, and the models are very popular."

"However, if we want to produce electric vehicles, we need to think in advance about where to buy the three-electric products."

"Especially the battery pack, this thing is the most core product, and it is also the most difficult product."

"If you're not careful, there's a risk of fire."

Ma Guojian naturally would not oppose Xu He's proposal.

The establishment of Imperial Capital New Energy is not a bad thing for him.

Who doesn't have a few descendants in their hands?

If there are no more new companies coming out, then there is no place to arrange some related accounts.

Of course, support is support, and difficulties must also be faced.

Otherwise, if the performance of Imperial Capital New Energy is very different from that of other car companies, it will be quite embarrassing.

"Yangcheng Trumpchi can buy battery packs from Nanshan Battery, and we can naturally do too."

"As for some other parts, especially the motor, which is not so difficult, we can try to produce it ourselves."

"Or one of the models is purchased from Nanshan Auto Parts, and then the other models start to produce themselves."

"It's really not possible, we can find universities to cooperate in research and development, and it can always be solved."

Xu He is not worried about the supply of spare parts.

Since China can produce all kinds of electric buses and some electric cars, it naturally has a corresponding supply chain.

It's a big deal, Didu New Energy will use the same supplier with other car companies first.

"That's right, now electric vehicles are an outlet, I think there should be more industrial capital soon, and more parts companies will begin to target the three electric products of electric vehicles."

"As long as you survive the first few years, the options are abundant."

In the discussion between Ma Guojian and Xu He, Imperial Capital New Energy has officially begun to prepare.

And this news also spread quickly in the industry.

After all, it is certainly not so easy for some information to be kept completely secret.

"Mr. Cao, do you think the era of new energy vehicles is really coming so soon?"

Changan Automobile's supplier conference today was held in Zhucheng, next to Yangcheng, and Yi Jia, who did not find a chance to chat with Cao Yang at the last automobile industry conference, was ready to return to Yangcheng to visit Cao Yang.

No way, there has been too much news about the Huaxia automotive industry in the past month.

Yi Jia also wanted to find an opportunity to have a good chat with Cao Yang and exchange views on all aspects.

Especially in terms of the layout of the new energy vehicle industry, he has a lot of uncertainties in his mind.

Unlike other car companies, Changan Automobile's passenger car business can be said to be deeply tied to Nanshan Group.

The engine, gearbox, and other major parts were all purchased from the Nanshan Group.

It can be said that half of Changan Automobile's passenger car business is owned by Nanshan Group.

In this case, the relationship between the two parties is also very close.

At the same time, as the former king of micro-cars, Changan Automobile does not want to lose its position in micro-cars.

Therefore, last year, the joint shareholders reorganized AVIC and successfully regained the position of the king of microcars.

But this position is also precarious under the impact of GM-Wuling.

"It may be difficult to give an accurate answer to this question, but the development of new energy vehicles in the future will definitely be fast, this is certain."

"Today's batteries and motors and other technologies have slowly matured, and the conditions for the development of electric vehicles have slowly matured."

"And with Huaxia becoming the world's largest automobile market, the consumption of oil by fuel vehicles is also very huge, and our country spends a lot of foreign exchange to buy crude oil every year."

"Therefore, promoting the development of the new energy industry is also in line with the general policy."

"I heard that Yangcheng Automobile and Imperial Capital Automobile are preparing to set up a special electric vehicle company, and Xifeng Automobile should also be ready to move."

"I think Changan Automobile can also consider its future electric vehicle layout."

Cao Yang naturally hopes that independent brands will invest more energy in electric vehicle technology.

In this way, Nanshan Group can better play its own advantages and make Nanshan Battery, Nanshan Auto Parts and other enterprises become leading enterprises in the industry.

In the future, the "King of Ning" will become the "King of the South".

"Mr. Cao, frankly speaking, Changan Automobile does not have any advantages in the development of electric vehicles, and our technology accumulation in this area is relatively small, and it can even be said that there is basically no accumulation."

"So whether it's an electric taxi or an electric bus, our previous actions were relatively slow."

"In these areas, it's obviously more difficult to do better than other competitors."

"So I'm wondering if it's possible to combine Changan Automobile's own advantages to develop electric vehicles?"

When Yi Jia said this, Cao Yang didn't give an answer immediately.

This question is worth thinking about.

Changan Automobile is the king of micro-cars, and Nanshan Group itself is not ready to produce micro-cars, nor does it plan to produce A00-level passenger cars.

But this part of the market is actually worth looking forward to.

For example, if a van like the Wuling Light is also electrified, there is a market for it.

Many drivers who run transportation should be very interested.

Even more extensive than the black car market of Trumpchi S.

Changan Automobile does not have electric vehicle-related technology, judging from Yi Jia's current attitude, the three electric products will definitely be purchased from Nanshan Group.

In this way, it is a valuable thing to support Changan Automobile to engage in the electrification of micro-cars and A00-level passenger cars.

Even from the perspective of impacting sales, it is easier to sell these models with Changan Automobile.

For example, if you come up with a small electric car of 30,000 yuan or 40,000 yuan, is it very marketable in a small county?

Or Wuling, Chang'an, in fact, there are similar products, and the effect is also very good.

Thinking of this, Cao Yang had the answer in his heart.

"As Mr. Yi said, in terms of ordinary passenger cars, it will be more difficult for Changan Automobile to surpass other car companies."

"Changan Automobile's biggest advantage is the micro-car, and in terms of electrification products, I think we can also start from the micro-car."

"Up to now, Changan Automobile's main rival GM-Wuling has not yet had an electric car, and they can be the first to launch a micro-car using lithium iron phosphate batteries, and the price is low enough, which will definitely attract a group of consumers who run transportation and do small business."

"In addition, in terms of passenger cars, we can produce the kind of small cars that cost tens of thousands of dollars a piece, or even small cars with only two seats."

"As long as the price is low enough, it can still attract many consumers."

Cao Yang said that these contents are all experiences that have been successfully proven by other car companies in later generations.

So it's natural to say that it's full of confidence.

One of the benefits of meeting and communicating is that in the process of communication, you can feel some information that cannot be felt on the phone from the other party's demeanor and tone.

Obviously, Yi Jia has already felt Cao Yang's self-confidence.

Nanshan Group is not involved in the micro-car business, and the mini-car of tens of thousands of yuan is not suitable for any enterprise of Nanshan Group in terms of positioning.

Therefore, the other party supports Changan Automobile to engage in these products, and Yi Jia has no worries and worries.

If Mr. Zhu of Chuncheng Automobile Group or someone from Xifeng Automobile told him so, then he would have to put a question mark.

After all, whether everyone has a competitive relationship or not, the credibility of what they say will be different.

"Mr. Cao, I heard that the ministry is now formulating a new subsidy policy for new energy vehicles, will there be a chance for micro cars and small cars to enjoy subsidies?"

Yi Jia knows the subsidy standard here in Yangcheng, and has set a standard of 400 kilometers of battery life.

If this standard is followed, then a small car of tens of thousands of yuan will definitely not meet the standard.

Without subsidies, it is still very difficult to achieve the price of tens of thousands of yuan for electric vehicles.

"The situation is definitely different for different levels of subsidies, and some discounts may not be enjoyed."

"But the subsidy policy for new energy vehicles is a complete set, and there are always some of them that can be enjoyed."

"For example, the purchase tax incentive, I think there will definitely be no problem."

"Even in terms of license plates, there should be some benefits to enjoy."

"As for the specific subsidy amount, if you can't get it from the country, you in Shuangqing City must be confident that you can get it, right?"

As soon as Cao Yang said this, Yi Jia immediately understood.

Policies are all made by people.

Shuangqing City is the base camp of Chang'an Automobile, and the introduction of preferential policies must be to listen to the opinions of Chang'an Automobile.

It is even a policy formulated to support Changan Automobile.

What is there to worry about in this situation?

(End of chapter)