Under the great transformation, the Chinese auto industry


At the 2015 (6th) Global Automotive Forum, host Zhao Pu shared a small story.

More than 30 years ago, the writer Feng Xiaocai wrote a novel called “The Scourge.” The protagonist is a martial arts master who keeps the big blind son. The master is good at making slugs with the big blind sons left to him by the Manchu dynasty. At one time. Later, he joined the Boxer, flinging his head and "Godlash" to charge forward and heroically kill the enemy. But in the battle, he met an rifle. The rifle did not take his life but interrupted his nephew. In desolation and reflection, the final result was unexpected - the master who was known as the "Shin whip" actually became a sharpshooter in less than a year, and he never let the scorpion grow back.

  


This is a story related to the changes of the times. The Chinese auto industry is also experiencing such a similar change.

At present, the complexity of the global background facing the automotive industry is beyond doubt: the global economy is still undergoing major changes and major adjustments; the technological revolution in information networks has promoted the acceleration of industrial production methods; as more and more Internet companies enter traditional industries, the boundaries of traditional industries are being dissolved, and the new industrial revolution featuring the development of industrial integration has emerged throughout the world...

As far as the Chinese economy is concerned, the Chinese economy has entered a “new normal” period in which growth has slowed down, structural optimization, growth momentum switching, and changes in the growth environment. It is also undergoing tremendous transformational changes and challenges.

However, self-styled, it has never been the choice of the brave.

As Xu Qiyi, chairman of BAIC Group, puts it, the involvement of many IT and internet players is a pressure for traditional auto companies, but at the same time, it is the clearest indication that the auto industry will once again become a sunrise industry with huge opportunities and great potential. Intelligentization and electrification are two major opportunities before us.

Intelligence will not only add new selling points to the car, bring huge added value, but will also trigger changes in business models. It will enable the automotive industry to cross the border from the traditional industries to the IT and Internet industries, to cross the border from the manufacturing industry to the service industry, and to promote a hundred years of new vitality in the automotive industry. Electromobility is another opportunity for China's auto industry. The breakthrough in new energy technologies and the pressure from the energy environment have drastically accelerated the marketization of new energy vehicles and opened up a brand new blue ocean for the industry.

However, according to Liu Weidong, deputy general manager of Dongfeng Group, who boldly published an inflection point, the development of any one thing and the growth of any industry require the linkage of the whole industry. After experiencing a period of rapid development, many aspects of the automotive industry have already reached the extreme. The auto industry is completely relying on its own development and will inevitably have a certain bottleneck period. The growth rate will be less than 3% in a certain period of time. This is due to the law. .

But conversely, this change will only have a corresponding boost if growth slows down. "The two biggest driving forces in the automotive industry are ET and IT, which is new energy and the Internet. Enterprises must act on this. To curb the impulse of continuous expansion of production capacity, to persist in the international and domestic markets, and remain steadfast. Go out, walk in and walk up.” Liu Weidong’s remark coincides with Xu Heyi.

In the face of major changes, Beiqi is considered a relatively radical minority, and even called for "Beiqi is rushing to use its pure electric power to gamble on the future."

On the forum scene, Xu Heyi’s two answers were arrogant.

Someone asked Xu Heyi what kind of car prices will go out in the face of a major change? Xu Heyi said emphatically: “The enterprises with slow technological progress and poor innovation ability will certainly be out!” Some people ask Xu Heyi. If the new energy vehicle is one of the levers, how large is it to stir the disk? Xu Heyi's answer is intriguing: "You say how important new energy is to Beiqi in the future. What I say is so important. What kind of weight is it, it is difficult to describe it by numbers. Some people have different ways of developing new energy technologies in China. The view is that pure electricity is the highest realm of new energy vehicles. Without going through mixed power, plugging in electricity, and directly crossing pure electricity, right? I think practice is the best standard for testing truth! Made in China 2025 The two goals, I think more than enough, do not believe, walk!

Here, the technical line is not the focus of our dispute. However, from Beiqi's unyielding remorse, we have indeed grasped the vanguard's strength.

Return to Zhao Pu’s story before. Zhao Pu said that this story is more like an allegory. "The only thing that gets fired from a gun is a blind man, or if he is abandoned by him, it is blind. When we embrace this era of change, I am afraid that not only is it necessary to grab it, but also because we have to go and give it away, and any cessation is It means pain. I believe that we Chinese automakers will do this with tenacity, endurance and determination, and we will embrace the changes of the times."

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