Chapter 722 The first fire of the 2012 car market, starting from it
Changan Automobile has never had such a high level of popularity as it does today.
There are more reports and discussions about Changan MINI on the Internet than any other car.
Many of the content was initiated by netizens, and Changan Automobile did not spend money on public relations.
That's amazing!
Especially when the media reported that the orders for the Changan MINI reached 10,000 units within three days of its launch, many people were directly taken aback.
"Mr. Zhang, can we also consider making a cheap mini car?"
"It's very good for hitting sales."
"As long as we can sell more than 100,000 vehicles, our Aion can consider going out separately and putting it on the market."
"With the current enthusiasm for new energy vehicles in the market, I don't think there is any problem in raising funds on the stock market in the United States when the time comes."
Zeng Quanta thought that his electric car was originally the best selling on the market, and many black car drivers had replaced their cars with Aion S.
But even so, the average monthly sales of the Aion S did not exceed 10,000 units.
Only in the occasional special month can it hit the 10,000 mark.
Now the orders of Changan MINI have exceeded 10,000 in three days on the market, although this does not mean that there will be so many orders every day in the future.
Consumers can also choose to unsubscribe after placing an order, but this can also explain a lot of problems.
According to Zeng Guangda's speculation, it is ironclad that Changan MINI's monthly sales of more than 10,000 will be ironclad, and it is not impossible to hit the ultra-high goal of monthly sales of more than 20,000.
This made him envious.
"The endurance of Changan MINI is far less than 400 kilometers, and there is no way to enjoy local subsidies here in Yangcheng."
"If we want to produce electric vehicles like this, then the subsidy policy needs to be revised."
"This can be a bit of a problem."
Zhang Jiaqi immediately thought of a new question.
At the beginning, in order to block some competitors from Yangcheng's electric vehicle market, Yangcheng Automobile Group promoted Yangcheng to introduce a local subsidy policy to set the threshold at 400 kilometers.
For electric vehicles at this stage, the requirement of 400 kilometers is definitely very high.
It can be said that few companies can do it, and even if they do, the cost is very high.
And electric vehicles in this era, without the support of subsidies at all levels, are completely uncompetitive.
After all, a random battery is more than 100,000 yuan, how much do you want to sell the car?
Even a version with a range of more than 100 kilometers like Changan MINI, not only can you not get local subsidies, but you can't get much subsidies from ministries and commissions.
Because the subsidy standards announced by the ministry are different for electric vehicles with different ranges.
If the range is less than 200 kilometers, the subsidy will be much less.
Changan Automobile can only get several levels of subsidies at the same time in a small number of places such as Shuangqing City.
In this case, setting the price so low is actually losing money.
In other words, all the R&D costs and plant costs are amortized to gasoline vehicles, and sales expenses are cut to the greatest extent in order to make the price so low.
"Changan Automobile has driven a new trend this time, and we are taking advantage of this trend to promote the change of subsidy standards, which is also in the past."
"Besides, the biggest market for this kind of car may be in third- and fourth-tier cities."
"Many families in these places can solve the problem of charging by themselves, most of the time driving in the city or county, and the range of more than 100 kilometers is enough."
"No purchase tax, no fuel costs, basically no maintenance, low total price, these advantages can perfectly attract a group of users."
Although the problem Zhang Jiaqi said did need to be considered, Zeng Guangda felt that it was not a big problem.
Changan Automobile faces the same problems in markets outside Shuangqing as Yangcheng Aion.
Since Changan MINI can make the price so low in this case, why can't it be done by itself?
As for the problem of making money, Zeng Quanta feels that the biggest problem of electric vehicles now is not to make money, but to open up the market.
Even if it is a loss of one or two thousand per car, it can be considered.
"What you said makes sense, but it is also very challenging for us to achieve the same price as Changan MINI."
"On the three electric parts, we must give full support from Nanshan Automobile Group."
"We will make an internal plan first, and if we are sure to do it, then we will communicate with Mr. Cao to see if they are willing to supply parts for our new models at zero profit."
"We can't lose money when we engage in vehicles, but make a lot of money by making parts, right?"
Zhang Jiaqi's words can be regarded as a hard flaw in the new energy vehicle industry.
In the previous life, even after ten years, this situation has not fundamentally changed.
Except for a small number of companies such as Tesla, the vast majority of new energy companies are losing money.
It doesn't seem right to say that it's a loss to earn money.
However, more than eighty percent of enterprises are indeed losing money.
……
If Yangcheng Ai'an is a little envious and jealous of Changan Automobile's performance, then Nanshan Hongqi is sour.
Thousands of miles apart, Cao Yang could feel Zhu Zhengfeng's sourness on the other end of the phone.
"Mr. Cao, a car like Chang'an MINI, I think if Nanshan Hongqi is allowed to produce it, it can also be produced."
"I can even run the policy in person and ask the ministry to revise the threshold of new energy vehicle subsidies."
"For different levels of models, the range standard can be set differently, which is more fair."
Seeing a new energy vehicle with annual sales of more than 100,000 yuan was born, it completely fired the first shot of the car market in 2012.
Zhu Zhengfeng is definitely very blushing.
Nanfang Hongqi is now taking the road of official cars, and wants to increase sales through this.
But if you can walk several roads together at the same time, Zhu Zhengfeng will definitely not mind.
Although he also knows that new energy vehicles do not make money, for Nanshan Automobile Group, let Nanshan Hongqi produce similar electric vehicles, and in the end the whole vehicle does not make money, and has to follow a part of the money.
And if Changan Automobile is allowed to produce, the loss of the whole vehicle is borne by Changan Automobile.
However, the parts are not sold at a loss, which means that Nanshan Automobile Group has made money on this project.
However, if some changes in support policies can be further promoted, Zhu Zhengfeng feels that Changan MINI can also break even.
The most important thing is to increase the sales volume, and make the new energy vehicles up, so that they can be listed for financing.
By then, you will definitely make more money than you have lost now.
Especially in the United States, Tesla has been listed, and its current market value is also good.
"Mr. Zhu, hasn't Nanshan Hongqi always wanted to take the mid-to-high-end route?"
"If you produce 30,000 or 40,000 mini cars, will it have a certain impact on Hongqi's brand value?"
In the face of Zhu Zhengfeng's "dissatisfaction", Cao Yang must find some reasons that are difficult to refute.
After all, objectively speaking, Cao Yang thinks that a car like Changan MINI is more suitable for Changan Automobile, which is famous for its micro cars.
As for what Zhu Zhengfeng said about going public, Cao Yang didn't think it was so reliable.
If the new energy vehicles developed by traditional automobile companies want to be listed for financing, they will naturally be disliked by capital.
Because the main shares of the company are not in the hands of capital.
Unlike the new Internet car-making forces, they have given the big bad shares to the capital.
Then all kinds of funds will naturally be much more active in promoting their listing.
"Although it may have a certain impact, I don't think it is absolute."
"I don't think a mini car like a convertible version will hurt the brand even if the price is very low."
"Even because of the emergence of this model, the brand power will rise to a certain extent."
"For example, Toyota and Honda, Volkswagen and General Motors also have some cheaper models."
Zhu Zhengfeng did not give up, and still wanted Cao Yang to support Nanshan Hongqi to engage in models similar to Changan MINI.
In this regard, Cao Yang did not refuse it, but just asked Nanshan Hongqi to do market analysis and proposals first.
As long as everyone really thinks that this path can be taken, he doesn't care.
After all, he can ensure that this project Nanshan Automobile Group is not losing money through auto parts.
If Nanshan Hongqi can really get electric vehicles up, then it is not a bad thing for Nanshan Automobile Group.
……
With the continuous popularity of Changan MINI, new energy vehicles have inexplicably begun to become popular.
Many car companies feel that the spring of new energy vehicles has come, and they should increase investment in related models.
For new energy vehicles that have not yet been mass-produced, sales expectations have been raised.
In this regard, Lin Cheng, the general manager of Nanshan Battery, is the most touched.
"Mr. Cao, we may need to consider building a dedicated production line in Shuangqing to supply the battery needs of customers in Chang'an and central China."
"In the past few days, several companies have confirmed their battery production capacity with us, indicating that the production volume of their car companies will increase."
"I think it is necessary to take advantage of this opportunity to further consolidate the production capacity advantage of Nanshan Battery."
As the largest power battery company in China, Nanshan Battery's market share this year will definitely be further improved.
Because several car companies that sell well in the Huaxia new energy vehicle market use Nanshan battery products.
This makes the cost advantage of Nanshan battery more advantageous.
Because your capacity utilization rate is high, the amortization expenses of various development costs, equipment costs, and plant expenses are low.
In addition, the battery industry is that the more advanced your technology, the lower the production cost can be.
To a certain extent, it's a winner-takes-all industry.
Therefore, Lin Cheng must hope to prepare the production capacity in advance.
"No problem, Changan MINI According to the current development trend, it is estimated that it is normal to sell more than 100,000 units a year in the future, and it is even possible to break through 200,000 units."
"This car alone is enough to support a large battery factory."
Cao Yang also attaches great importance to Nanshan battery.
This is a trillion-level market, and after becoming bigger and stronger, all the investment can be doubled.
And new energy vehicles are destined to be a trend, after mastering the core battery technology, Nanshan Automobile Group's own vehicle business development in the future can also form a certain advantage.
"IF THE ANNUAL SALES OF CHANGAN MINI CAN REACH 200,000 UNITS, THEN A PRODUCTION CAPACITY OF 5GWH WILL BE DIRECTLY NEEDED."
"Considering reserving some of the production capacity, as well as considering other customers, our new factory in Shuangqing can be directly planned into two phases."
"The first phase is planned according to the production capacity of 8GWH, and then the second phase of the factory land with the same capacity is reserved."
"When the time comes, this factory will be the largest power battery factory in China at this stage and become an industry benchmark."
Since Lin Cheng came to report to Cao Yang, he must have already thought of some plans.
ALTHOUGH THERE ARE MANY BATTERY MANUFACTURERS NOW, THE GENERAL PRODUCTION CAPACITY IS STILL NOT MORE THAN 1GWH.
This new factory of Nanshan Battery directly killed the total production capacity of many battery manufacturers.
The pressure on other manufacturers is definitely huge.
Similarly, this is also very important to establish Nanshan Battery's dominant position in the industry.
After all, your technical advantage is one thing, and your production capacity must also have an advantage.
Otherwise, it doesn't make any special sense to just supply very high-end batteries to very niche models.
"In principle, I agree, but you'd better sort out the specific plan for the construction of the factory as soon as possible, as well as the situation of new projects in the future."
"At the same time, we also need to think about developing the next generation of battery technology to ensure that our technology is always at the top of the curve."
"For example, this time Changan MINI uses lithium iron phosphate batteries, but the cruising range is not particularly high."
"We can consider some special structural solutions, so that the range of lithium iron phosphate batteries can also be greatly improved."
"In the same way, there are other material solutions that are more costly and need to be developed."
"For example, in the ternary lithium battery, the cobalt content of the battery is too high, resulting in high material costs."
"If we can further increase the amount of nickel and reduce the amount of cobalt, then it will be more promising."
Cao Yang also shared some of the power battery development routes of later generations with Lin Cheng.
He is now focusing a lot of energy on the side of Daystar Aerospace, some technological breakthroughs in batteries, and he wants Nanshan Battery to do it himself.
Only when he encountered a problem and couldn't solve it all the time, he was ready to help himself.
Nanshan Battery has accumulated so many years of technology and has formed its own R&D system.
Now that I have pointed out the direction of research and development, it is not so difficult to make some breakthroughs.
After listening to Cao Yang's words, Lin Cheng naturally didn't say a word and began to arrange personnel to implement these things.
Soon, the news that Nanshan Battery was building a 16GWH super-large battery factory in Shuangqing City spread in the industry.
Although the 16GWH is divided into two phases, this plan is also very scary.
"Mr. Wang, I think it is necessary for the company to launch some cheap electric vehicles, so that even if electric vehicles do not make money, they can also promote the increase of our battery and motor production, so as to expand the size of the group."
Lu Faxiang, as the person in charge of BYD Battery, immediately couldn't help it when he saw the news that Nanshan Battery was going to build such a large new factory in one go.
Originally, BYD battery was ahead of Nanshan battery, but now it is lagging behind.
If the construction of the new plant of Nanshan Battery is completed, the gap between everyone will be even greater.
Yangcheng Aion, Yangcheng Nanshan Commercial Vehicle, Future Automobile, Changan Automobile......
There are many customers in Nanshan Battery.
As for the non-volume, BMW, Xingchen Automobile, General Motors, ......
That's more.
In this case, Lu Faxiang no longer dared to have the idea of surpassing Nanshan Battery.
He just hopes that BYD Battery can sit in the second position in the industry and not be pulled too far by Nanshan Battery.
"The hot sales of Changan MINI really make everyone focus on micro electric vehicles."
"But to do a good job of this kind of car, it's actually not easy at all."
"Changan Automobile has found a very good entry point this time and made the mini car famous."
"Such a cute shape, and even a convertible version, directly makes everyone ignore that this is a cheap car."
"If we can find a good entry point, I will definitely support the company to develop similar models."
"But if it's a simple imitation, then it's not necessarily a good choice."
"At that time, the competition is very fierce, and the price is so low, even if there are subsidies at all levels, the final loss will be very large."
Wang Fu is still relatively stable in his work now, and he doesn't want to be so aggressive.
BYD itself also produces batteries, and the cost of batteries now is much higher than in later generations.
The era of 1WH cents has not yet come so soon.
According to the current battery price, even if you use a relatively cheap lithium iron phosphate battery, any battery will cost tens of thousands of yuan.
And the price of a Changan MINI is tens of thousands of yuan.
It can be said that I bought a battery and gave it to the car.
In this case, he felt that even if Changan MINI sold well, it would definitely be difficult to make money in the end.
There is a high probability that you will lose money.
BYD is a listed company, and Wang Fu pays great attention to financial statements.
If the production of models is going to lose money, it is better to say that there is less loss, and there is a publicity effect to make up for it, it is regarded as advertising.
But if he lets the models that go to the bottom lose money, he doesn't have that kind of determination.
Even if a car loses 10,000 yuan, if it produces 100,000 units per year, it is a loss of 100000000000000000000000000000000000000
The key is that in Wang Fu's view, even if a car loses 10,000 yuan, it may not be able to do it in the end.
"Or let's change our thinking a little bit and aim at the 70,000 to 100,000 entry-level model market."
"Changan MINI is a two-seater version of the model, and many people should still be more mindful."
"If we can produce a five-seater version of the electric car normally, even if the price is a little more expensive than the Changan MINI, I think there is still a market."
"When the time comes, we can also go in a cute style to attract some young people to buy."
Lu Faxiang changed his mind and proposed a new plan with Wang Fu.
Wang Fu was a little more interested in this proposal.
"You discuss it with the sales department and see how to do it."
"If everyone thinks it's good, it's not impossible."
With Wang Fu's instructions, Lu Faxiang immediately took action.
……
The core parts of electric vehicles are the three-electric parts.
On the side of Nanshan battery, Lincheng has specially arranged relevant capacity expansion and new technology research and development, and the motor of Nanshan auto parts can naturally not lag behind.
"Mr. Dai, at present, our motors are all three-in-one products, which are relatively advanced in the industry."
"But soon, other motor manufacturers have also launched similar motor three-in-one products, and we have to consider further raising the technology of this part to a higher level."
Although Cao Yang will not personally lead everyone to engage in the research and development of new motor technologies, it is necessary to determine the correct direction of development.
In this way, it can greatly accelerate the level and speed of the development of motor technology in Nanshan Auto Parts.
Anyone who is engaged in technology knows that the direction without research is the most terrible.
After all, choice is more important than hard work, not only for life, but also for technological development.
For example, the current flat-screen TV,Some companies over there have chosen plasma as the direction of development,In the end, even if your technology is very good,It is destined to have no market。
New energy vehicles have only developed rapidly in the past few years, and the technical iteration of related parts will also be relatively fast.
At this time, even if you have a technical advantage now, if the development direction is wrong, it will soon fall behind.
Cao Yang naturally can't watch the technology of Nanshan auto parts lag behind his peers.
The slogan of relying on technology to get orders cannot be thrown away.
"Six-in-one motor?"
Dai Hanbiao was taken aback, now it is the motor three-in-one, and in his opinion, it is more appropriate to engage in the motor four-in-one first.
Step by step, in the end, it is in line with the direction of technological development.
Now he is directly engaged in the six-in-one motor, he is a little worried.
"That's right, our current three-in-one is to combine the motor, reducer and motor controller to reduce the overall volume and weight and improve the space utilization."
"The next step is to combine the DC/DC, charger and distribution box, which can further reduce the size, weight and cost."
"Even in the future, we can combine motors, reducers, motor controllers, DC/DC, chargers, distribution boxes, battery managers, and vehicle controllers to become an eight-in-one motor."
Cao Yang directly said his thoughts.
At this time, it is pointless to discuss and argue, just tell Dai Hanbiao the final answer and let him arrange someone to study it.
Relatively speaking, this kind of technical solution is more of an upgrade, and there are no core bottleneck technical problems.
As long as you are willing to take the time to research, you can definitely do it.
Dai Hanbiao could naturally feel his attitude from Cao Yang's tone.
Besides, it is not the first time that Cao Yang has seen the miraculous instructions in the field of technology in the past.
So surprised to surprised, he didn't hesitate anymore, and directly said that he would arrange it immediately.
The company aims to start full-scale use of this new motor on new models in two years' time.
(End of chapter)