December 12, 2012.

At this time, Double 12 did not have any popularity in later generations.

Huaxia Automobile Association chose such a time to hold the 2012 annual meeting.

Although the year has not ended, the situation of the entire automotive industry is basically clear.

After all, the sales data for January ~ November has come out, and the single-digit growth!

This is the lowest increase in recent years.

This also means that the competition in the Huaxia automobile market has become more intense.

Of course, the performance of different car companies is different.

Companies such as Toyota, Honda and Nissan, not to mention growth, are directly experiencing double-digit declines.

This can also be regarded as providing a certain market expansion space for Huaxia's own brands.

Otherwise, everyone will probably have to change the volume.

At this meeting, the most concerned thing is that the association passed the resolution of recommending the "Technical Conditions and Installation Requirements for Non-on-board Chargers" drafted by Nanshan Auto Parts as an industry standard.

Although there can be many types of charging piles, it is difficult to say which one is the best.

But the need for reunification is universally recognized.

It's just that everyone wanted to unify their own standards, and the sales of electric vehicles are not so large, so the problem in this area is not so obvious.

This year, the sales of electric vehicles in Huaxia exceeded 500,000, and it is rapidly approaching 1 million.

It just so happened that Nanshan Auto Parts launched a gallium nitride home fast charging pile.

In this way, the unification of this standard has become much faster.

However, after the official announcement of the decision of the automobile industry association, it caused dissatisfaction among some car companies.

"Vondel, according to the standard announced by Huaxia, then the future charging pile must use gallium nitride power components to meet the relevant performance requirements."

"At present, only Nanshan Semiconductor's gallium nitride power components in the world have entered the state of mass production."

"The standard drafted by Nanshan Auto Parts has a strong selfishness."

Strauss listened to the report from the relevant departments and immediately went to Vondel's office.

Volkswagen is still the largest selling brand in China.

Therefore, after the release of the standard for charging piles, they immediately started relevant discussions internally.

Even Volkswagen does not have any electric car sales in China now.

But that doesn't mean there won't be in the future.

Even because of the rapid development of electric vehicles in China, Volkswagen has accelerated the pace of electrification transformation.

In this case, Volkswagen Huaxia is naturally very concerned about the various policies related to electric vehicles issued by Huaxia.

"Nanshan Automobile Group's position in Huaxia is too special, and almost all the gearboxes of its own brands are supplied by Nanshan Gearbox."

"And almost all independent brand car companies buy a large number of key parts from Nanshan Auto Parts."

"In addition, Nanshan Group not only has a deep layout in the automotive industry, but also has a huge influence in equipment, materials and semiconductors."

"Their influence in China will not be much worse than that of Volkswagen in Germany."

"Even if we are dissatisfied, we have no way to oppose it."

Vondel has been fighting with the Nanshan Group for so many years, and he is relatively clear about the current situation.

This kind of unification of standards can be regarded as a historic breakthrough.

Regardless of what it looks like, it is unlikely to be called a Volkswagen standard.

In addition, Volkswagen's electric vehicles, which have not yet been mass-produced, are officially sold in China, so this time he does not want to rush to the front line of opposition.

Chuncheng Volkswagen and Modu Volkswagen have not performed well in the market this year, although sales have not declined, but basically not increased.

This flat situation is still thanks to the decline in the market share of Dongying car companies, otherwise the sales of Volkswagen in the north and south will definitely decline.

"That's the truth, but I think it's off to a bad start."

"In the past, some industry standards were often discussed by all parties to determine a relatively reasonable content."

"Even these standards don't have a specific reference, just a relatively general content."

"But this time the situation of the charging pile is different, and it is directly in accordance with the mature plan of Nanshan auto parts as the standard."

"It is equivalent to that everyone will refer to their plans to produce charging piles in the future."

Strauss still kind of minded that.

He knows all too well the influence of standards.

In the past so many years, the standards of all walks of life have mainly been in the hands of European and American companies.

Now there is no unified standard for charging piles in the world, and if there is a unified standard in Huaxia, it is likely to affect the formulation of global standards.

Just like Volkswagen, when they design their own charging piles, they must also consider the needs of the Chinese market.

This requires design according to Huaxia's industry standards.

If there are no other unified standards in Germany and the United States, then it will be more convenient to sell the standard products directly according to the Huaxia side?

Invisibly, this is a kind of behavior of exporting Chinese standards.

Strauss saw the long-term impact immediately.

The key is in the electric vehicle industry, Huaxia now seems to be in the lead, in addition to the charging pile, it is likely that the battery, motor, OBC and other key components, will appear in a similar situation.

He found this more difficult to accept.

"We can try to protest and hope that all car companies in China can participate in the formulation of charging pile standards."

"But we also have to be prepared that this protest may not have much effect."

Vondel could understand Strauss's concerns.

But he didn't have many good ways to solve this problem.

He is not sure if he can delay the official release of this standard or modify the content of this standard.

It is also similar to Volkswagen and has various concerns, as well as General Motors.

"Edward, Huaxia is preparing to release the industry standard for electric vehicle charging piles, which is said to be a direct reference to the content drafted by Nanshan Auto Parts."

"According to this standard, the electric vehicles sold in Huaxia in the future will use gallium nitride power components to meet the standard requirements."

"And the best solution is to buy charging piles directly from Nanshan Auto Parts."

"At present, this situation has caused dissatisfaction among some car companies, and I want to confirm what is the impact of this matter from a design point of view?"

Austin, as the general manager of GM, directly held a video conference with Edward, the design director of GM, to discuss how much the impact of the charging pile industry standard on GM will be on GM.

"The industry standard for charging piles, Huaxia can have a unified opinion so quickly?"

Edward was surprised by Austin's report.

As the design director of General Motors, he is well aware of the positive effect of a unified charging pile standard on the industry.

Not to mention the others, the variety of interfaces alone has had a very negative impact on the popularity of electric vehicles.

Whether it's a home AC charging pile or a DC fast charger, the design of each company is different.

In many cases, their own products are only suitable for their own models, and if they are used for the models of other car companies, the charging efficiency will either be reduced or they will be easy to heat.

Exaggerating a little bit will directly damage the life of the battery.

However, because the electric vehicles of various car companies are still in the early stage of development, there is no big call for the unification of charging pile standards in the United States.

Now Huaxia is actually in the front, which makes Edward feel a little strange at once.

"This time, Nanshan Auto Parts took the opportunity of launching a new generation of gallium nitride home charging piles to propose a unified standard with the automobile industry association."

"China's main independent brand enterprises, this time it is rare that no one stands up to oppose it, so this standard is estimated to be officially introduced soon."

Austen's explanation, Edward kind of understood the story behind it.

What kind of enterprise Nanshan auto parts looks like, Edward has dealt with them for so many years, and it is naturally very clear.

The influence of the other party in the Huaxia automobile industry is definitely not comparable to ordinary enterprises.

To put it mildly, the auto parts industry giants Bosch, Continental, and Denso are far less influential in China than others.

If the things proposed by Nanshan Auto Parts are very unreasonable, maybe some people will stand up against it.

Now what people are proposing is very reasonable, and the main electric vehicles in the industry are closely related to them.

In this case, there are naturally few objections.

Some people who have a little idea, because this does not involve their core interests, will not jump out at this time.

A similar situation has not arisen in the United States.

"If Huaxia unifies the industry standards, then the electric vehicles we sell in Huaxia in the future will definitely have to be designed and produced in accordance with their standards."

"If the appearance of Nanshan auto parts is not ugly, the impact on us is relatively limited."

"At most, the cost of some parts may not be so low, because there are not so many options in the market due to the limited standards."

Edward thought about it, although he felt that it was not very good to open such a bad head, but Modu General is now the No. 1 car company in China in terms of sales, and he didn't want to make a fuss because of this matter.

After all, he is also very clear about the influence of Nanshan Automobile Group in the Huaxia automobile industry.

If GM's relationship with Nanshan Automobile Group in Huaxia is very stiff, it will definitely have an impact on Huaxia's sales.

"It's good that the impact is limited, I see that Volkswagen has issued a protest against this standard on its official WeChat, and I hope to invite all companies in China to participate in the discussion."

With Edward, the design director, endorsing him, Austin was also relieved.

He also didn't want to make too many moths out of this matter.

But this matter will really affect the development of GM's parts, so what should be reported is still to be reported.

The responsibility after that is not his.

……

For the charging pile standards recommended by the automobile industry association, the relevant departments have acted quickly.

In just one week, the standard was officially released.

This is very disappointing for many car companies that want to continue to protest.

And BMW Huaxia, which was still struggling with whether to stand up and protest like Volkswagen, does not need to be entangled now.

Phillips, president of BMW Asia Pacific, even called Cao Yang directly and extended his olive branch.

"Mr. Cao, we at BMW are ready to continue to purchase charging piles and motors from Nanshan Auto Parts in the future."

"And we intend to introduce this set of charging piles born by your company to Europe for sale."

In recent years, the pace of development of BMW in China has been very fast.

Phillips also tried the benefits of cooperating with Nanshan Automobile Group.

So even if there was competition between BMW and Xingchen Automobile, he still chose to let BMW befriend Nanshan Automobile Group.

Although the charging pile is important, it is not a particularly core part.

It's not even a part that is mounted directly on the car, so the interior of the BMW car doesn't take it very seriously.

This is also an important reason why Phillips took this opportunity to do a good job.

If this time it is the standard of the battery, it is estimated that his reaction may not be so simple.

"Phillips, even if the charging piles produced by our Nanshan auto parts are exported to Germany, the cost is lower than that produced by some local suppliers."

"With the use of GaN power components, these charging stations have become more environmentally friendly, energy-efficient and safer."

"You've made a very right choice."

Cao Yang knew that there was no need to be too modest in communicating with these Germans.

Otherwise, people will treat you as unconfident.

"Mr. Cao, Huaxia is now the region with the fastest development of electric vehicles in the world, and we at BMW also attach great importance to the transformation of electrification."

"According to the current situation, the penetration rate of electric vehicles in Huaxia can go to 3% this year, which is a significant increase compared with last year."

"Do you think this rate of growth will continue in the next few years?"

Obviously, for Phillips, the main thing he called this time was to exchange views on the development of electric vehicles.

As for finding Nanshan auto parts to buy charging piles, that's just a trivial matter.

The left and right are just a few thousand dollars of parts, and the annual output is not very much, so it is not worth discussing there with two big bosses.

"TESLA IN THE UNITED STATES LAUNCHED THE MODEL S THIS YEAR, AND IT IS SAID THAT THE SALES ARE VERY GOOD."

"This time, they are directly targeting BMW's 7 Series and Mercedes-Benz's S Series."

"I've heard that they are developing other more competitive models internally, and they want to further expand the sales of electric vehicles."

"At this pace, I expect electric vehicle sales in the United States to approach or exceed 100,000 units next year."

"It will continue to increase in the coming years."

Cao Yang did not answer Phillips' question directly, but began to communicate with him from a different angle.

Speaking of the situation in China, for these Germans, sometimes there is always a lack of some convincing.

Then I will take the United States as an example, and then talk about the situation in China.

"Tesla's development speed is indeed very fast, and the performance of the stock market can already explain a lot of problems."

"But on the American side, whether it's General Motors, Ford Motors, or Chrysler, it's not very active in terms of electrification."

"Even General Motors, which has been producing electric vehicles for a long time, has been in the stage of technology accumulation and tentative development."

Phillips is also familiar with the situation in the American market.

After all, this is the market that once dominated the world's number one sales list.

It is also BMW's largest overseas market.

"That's right, most consumers in the United States prefer large-displacement engines after all."

"Even the models of Toyota and Honda are often seen with a 3.5L displacement in the United States, which is quite different from the situation in China."

"There is no doubt that the sales of electric vehicles in China will hit a new high this year."

"I estimate that next year's sales will exceed 1 million units."

"With the rapid development of battery technology, the continuous improvement of charging pile technology, and the high oil prices, the advantages of electric vehicles or plug-in hybrid vehicles will become more and more obvious."

Cao Yang doesn't mind letting people at BMW know their views on the development of the new energy industry.

It's not like you're going to believe this kind of thing.

Even believing it doesn't mean they will implement it right away.

After all, electric vehicles are still in a stage where they do not make money, and BMW will not be easy to stud even if it is sure that electric vehicles will become mainstream in the future.

Besides, Phillips is only the president of BMW Asia Pacific, not the global president.

"Xingchen Automobile and Jaguar Land Rover are now the largest luxury brands in the Chinese market, and none of the models currently sold are electric vehicles."

"If the pace of electrification accelerates, won't it have a big impact on Xingchen Motors and Jaguar Land Rover?"

Phillips asked a more pointed question.

This is also a concern for BMW.

"Although Nanshan Automobile Group is now focusing on the development of electric vehicles in the future, whether it is Xingchen Automobile or Jaguar Land Rover in the future, it will definitely launch its own plug-in hybrid vehicles and pure electric vehicles."

"Of course, we have to admit that there is still a certain market for large-displacement engines in the world, at least for ten years."

"Therefore, the pace of electrification of Jaguar Land Rover and Xingchen cars will definitely be slower than that of future cars."

As soon as Cao Yang said this, Phillips was also a little entangled.

BMW doesn't have a dedicated company to produce electric vehicles, like Nanshan Motor Group.

At present, the headquarters has a lot of emphasis on the electric vehicle business, but there are not many models launched.

Wondering what to do, he also had no bottom in his heart.

However, he took this opportunity to have a good chat with Cao Yang.

At the very least, it can be used as a reference to communicate with headquarters.

From the perspective of future development, BMW's development pace in electrification is still faster than that of other luxury brands such as Mercedes-Benz.

Of course, that's all for later.

At this moment, Tesla, which is preparing to arrange a trip to Huaxia, is more depressed after knowing that Huaxia has released the industry standard for charging piles.

"Musco, the standard of charging piles released by Huaxia is quite different from ours."

"At present, the supercharger we are promoting does not use gallium nitride power components, and the interface is also different."

"In the future, if we want to enter the Chinese market, we must use the other party's standard charging pile."

"The development of our OBC and battery management system also needs to consider the situation on the charging pile side."

After studying it carefully, Max made a special report to Musco.

In the United States, there are basically not many industry standards for electric vehicles to bind Tesla, and more are some general standards for the automotive industry.

The relevant products only need to meet the basic criteria of universality, and the rest can be used freely.

But according to the situation in Huaxia, there are not many places where charging piles can play freely.

Of course, you can change the appearance however you want, but that obviously doesn't make sense.

Critical interfaces and communication protocols and the like are already dead for you.

"That is to say, if we enter Huaxia to sell electric vehicles in the future, we must follow their standards?"

Musco frowned, clasped his hands on his chest, and quickly weighed the impact of this matter on Tesla.

"Yes, and I am worried that if the United States does not introduce a national standard for charging piles as soon as possible, then Huaxia's standard may develop into a global industry standard in the future."

"It's actually a bit detrimental to our brand building."

"Super charging pile is a key development project within the company, if the development of this project is subject to industry standards, then people Nanshan auto parts only need to publicize that Tesla's charging pile is also produced with my standards, and our brand influence will disappear."

At present, Tesla has positioned itself as a high-end luxury brand.

At that time, it will definitely compete with the future cars under Nanshan Automobile Group.

In the future, the car can fully publicize the standard of Nanshan auto parts, which is its own standard.

But Tesla has no way to promote it like this.

"Then it seems that we must find a way to promote our charging pile standard as soon as possible and make our charging pile standard the national standard."

"This ensures that at least half of the global market is produced using our standards."

Musco knows that he has no way to change the situation in Huaxia now, so he can only find a way to make Tesla's charging pile standard also become the industry standard in the United States.

When the time comes, everyone will be half a pound and eight taels, and no one will say who is better than whom.

"At a time when our sales are not high enough, I guess GM and Ford will not agree to use our corporate standards as the industry standard."

Max didn't want to draw a big pie, he was digging a hole for himself.

So I directly expressed my concerns.

"Give it a try."

"Just because you can't do it recently doesn't mean you won't be able to do it in the future."

"If you don't try, you won't succeed."

(End of chapter)