
It is also an important moment of one year, and the 2021 nationwide will open.
For a country, a company, a group, one person, in the future plan and future implementation, is a crucial core.
When a Chinese giant in the automotive industry is starting to speak, we will obviously see the future development direction of the enterprises and the industry.
China’s future breakthrough is about to fall before you, this is the most sensitive, undoubtedly a series of traditional giants – overseas car companies. China’s self-employed brands in recent years have actually been robbed from their hands in recent years.
2021 National Two Seans Auto Repriniotes, a series of thinking
As of now, there are currently, including Changan Auto, SAIC Group, Ningde Times, Geely Auto, Chery Auto, Great Wall, Guangqi Group’s National People’s Congress The representative has proposed his 2021 national two conferences.
Overall, the core can be divided into industry standardization, enhance the industry height, intellectual property protection and four levels of Chinese cars.
The industry standardization section, Zhu Huayong recommends establishing a new energy vehicle quot; points pool quot; management mechanism, promoting new energy vehicles accelerated, Zeng Qun suggestion Accelerate the construction of electrochemical energy storage, so that the energy storage is effective, favorable, Chen Hong recommends establishing a smart network access system to ensure that privacy safety strengthening industry supervision, Li Shufu recommends revised standards to adapt electric vehicle railway transportation and solve the vehicle electricity regulations. Obstacles, Yin Tong suggested accelerating the intelligent network car demonstration area test, accelerated the use of L3-level automatic driving low-speed scene application, Wang Fengying recommended to optimize laws and regulations to promote the intelligent network of automotive commercialization, Zeng Qinghong suggested to develop intelligent networks, laws and regulations Should be in front.
Improve the core of the industrial height, on the current chip waste of the global auto industry. Zhu Huarong, Chen Hong, Yin Tongyue put forward its own suggestions on high-end chip of automobile industry chain.
Outside the 2 cores include: intellectual property protection and Chinese auto confidence.
Behind these four cores, we can see the new thinking of the first car company and find several directions in the future development of the Chinese auto industry.
1. In the automatic driving of smart cars, the L3 intelligent driving is currently in the policy to develop, and this means that it may be short. During the time, there will be relevant regulations. In this case, it will be a further revision of the existing traffic regulations, the revision of the insurance claims, the amendments to the relationship of human car and the amendments to the new round of safety standards;
2. The network vehicle level, industry access standards and existing regulatory standards will be further improved, which means that some networking systems currently exit market, and companies with technical strength It will be further improved;
3. New energy vehicles will further develop, such as the integration pool will further promote the import of fuel vehicles to new energy into new energy, existing China New Energy Car The further improvement of the three-electric technology further establishes a moat, and the hydrogen fuel vehicle, electric commercial vehicle, etc. will be further promoted;
4. The chip section, the trillion market is now a new round of power Point, although this requires the process of progress, it is expected that the efficiency and time will be further accelerated, so that China’s automotive industry supply chain short board is reinforced;
If the mood is anxious
If you look at the above information from a regular perspective, you can be very It is clear that the direction of the back can be summarized as a paragraph: new energy automobile technology will be upgraded, and the carbon emission supervision is stronger. The volume of new energy automobile market will become large; hydrogen energy, L3 automatically drives these industries, expects to accelerate China’s automotive market, this is for existing L3 automatic driving technology reservesChang’an Automobile, Great Wall Motor, etc. will be greatly favored, and should have the corresponding rush advantage of the joint venture brand; the intelligent network part, the access threshold is further increased, the privacy is further improved, and this also means that the joint venture brand It will be necessary to cooperate with China related companies to complete further localization, otherwise it will not catch up with application technological progress; domestic chip part, this is not only the pressure resistance of China’s automotive industry, but also infinite prospects, such as before Like a smartphone, growing from the Chinese market → Strong → Having your own share around the world.
If you can see another angle from the perspective of joint ventures such as Volkswagen Toyota, the advancement of China’s automotive industry will force those traditional enterprises to adjust their corresponding strategies. The current market situation is that China’s self-owned brand has stabilized market share within 100,000 yuan, and the joint venture brand, such as Dongfeng Yueda, has adjusted the future plan quot; no longer generates models within 100,000 yuan quot; Although the Volkswagen Toyota Honda is not clear, the replacement of the extension of the biased door is significantly slow, and it is reduced.
2021 The recommendations of the two representatives of the country must be finally landed. If the joint venture brand has to consider how to further catch up with China’s brand progress in the case of opening up, to ensure our sales, revenue, market share .
As in the intelligent electric vehicle field, in the current joint venture brand, in addition to the public ID. Series has landed, Nissan Ariya will be out of production, other cars Pure electric vehicle applications that have not launched a new round of technology. In the face of China’s independent brand today’s battery life, cost controlTheir future is doubtful. At the same time, the L3 automatic driving policy is also the case, although all companies have corresponding technical reserves, but from the new technology applications in recent years, the short board is quite clear.
Hydrogen energy part, if it is actually ground, the global brand is actually only Toyota, modern two do not panic. However, although Toyota Mirai is the world’s first hydrogen fuel cell mass production car, it has also completed the upgrade of the upgrade, but the development momentum is not good, and modern performance is better. At present, Great Wall Motors, Chery Automobile and other enterprises have been layout in this regard, and it is expected to be a new round.
For China’s car confident, intellectual property protection 2 dimensions, in fact, we don’t have to mention too much, sales scores and consumer’s will have actually give an answer . Head enterprises release new technology to the market, with leading the leading intelligent network capabilities, Geely has CMA, BMA architecture, 2.0TD engine and EPRO series, Great Wall car has DHT, lemon, tank, coffee platform, BYD has blade batteries, high integration, semiconductor, etc., and next will advance the second generation platform and high-end brand.
The automotive enterprise will finally end, this is unable to say, but it is obvious that the Chinese car will contribute more power in the future world car, as for the 2021 national two sessions of the car policy, I believe it will be very Get a testimony.