SMM News: with the promotion of industrial reform and energy structure adjustment, the development of new energy vehicle industry has become a consensus from the central to the local government. At the end of 2018, the General Office of Nanjing Municipal Government issued the Action Plan for Building a Landmark of New Energy Automobile Industry in Nanjing. The plan points out that by 2020, Nanjing's new energy vehicle output will account for more than half of the province's total output, and the main business income will strive to reach 100 billion yuan, ranking among the top five cities in the country; by 2025, the city's new energy vehicle output ranks among the top three cities in the country, and the main business income will strive to reach more than 300 billion yuan. at the same time, it has two complete vehicle enterprises with world brand effect and more than ten world-famous core parts enterprises.
In order to achieve this goal, the Nanjing Municipal Government has led the construction of an industrial public service platform, giving full support to organization and leadership, talent support, financial innovation, and financial support, and at the same time increasing efforts to attract investment. efforts will be made to build four new energy automobile industry bases in Nanjing Jiangbei New area (including Pukou District), Jiangning District, Lishui District, and Nanjing Economic Development Zone. Instruct the "number one" of the four major industrial bases to take the lead in docking new energy automobile enterprises.
According to this guiding direction, the four major bases of new energy vehicles in Nanjing have actively launched to attract investment in the past two years, and the new energy vehicle enterprises in each base have gradually grown. For example, Pukou Economic Development Zone gathers SAIC new energy, Yuebo Power, Zhidou Automobile and Bojun Automobile; Nanjing Economic Development Zone has Baiteng, Great Wall Huaguan, Xilai XPT, LG Chemistry, etc. Jiangning has SAIC Datong Nanjing Branch, Aotejia, Guodian Nanrui and other vehicle and parts enterprises; Lishui gathers Nanjing Jinlong, BYD, Nanjing Yinlong, Changan New Energy and other complete vehicle enterprises.
From the point of view of the number and scope of new energy vehicle enterprises covered by the four new energy bases in Nanjing, their vehicle and parts enterprises have a trend of expansion, and formed a benign pattern of integrated development of new energy vehicles and parts. According to the analysis, at present, the new energy vehicle enterprises in Nanjing are still in a state of letting a hundred flowers blossom, and no large-scale vehicle enterprises have been formed.
Nanjing has the prerequisite for the development of new energy automobile industry.
However, from the perspective of the objective environment, Nanjing still has the prerequisites for the development of new energy vehicles. "first of all, Nanjing, as the capital city of Jiangsu Province, has relatively concentrated educational resources, and colleges and universities can provide Nanjing with high-tech talents. Secondly, Nanjing is located in the central zone of the Yangtze River Delta, where the industry is advanced and the layout of new energy industry is earlier, which provide an excellent soil for the development of new energy vehicles in Nanjing. Third, Nanjing has a good supporting foundation for the automobile industry, and these traditional automobile manufacturers are the backbone of the transformation of new energy. " Zhou Xiaoying, president and CE0 of Global Automotive, analyzed and pointed out.
From the perspective of the development of Nanjing automobile industry, it not only has a number of well-known vehicle enterprises, but also formed a very competitive auto parts industry cluster. Among them, the complete vehicle enterprises include SAIC Volkswagen Nanjing Base, SAIC Chase Nanjing Base, SAIC Mingjue, Nanjing Iveco, Changan Mazda, Nanjing Jinlong and so on, covering passenger cars, special vehicles, passenger cars and other fields. Parts enterprises cover hundreds of auto parts series, such as body, axle, engine, gearbox, brake, steering gear, electronics and appliances, etc.
Under the background of the rapid transformation of the automobile industry to electrification, these complete layouts of vehicles and spare parts not only provide a basis for Nanjing to transform into new energy, but also make positive financial contributions to Nanjing and even Jiangsu Province. According to the 2019 Jiangsu Automobile Industry Development report released by the Jiangsu Provincial Bureau of Industry and Information Technology, the main business income of 2188 automobile industry enterprises in Jiangsu Province exceeded 795.27 billion yuan in 2018, an increase of 5 percent over the same period last year, and has been in the leading position in the country for three consecutive years.
Compared with the surrounding cities, Nanjing has more potential to attract high-quality projects.
At present, although the layout of the new power car companies in electrification and intelligent networking is relatively fast, it is more radical and more adventurous as a whole. Cui Dongshu, secretary general of the Federation, believes that most of the new power car enterprises were mainly external private capital in the early stage, but now under the economic downward trend, external private capital urgently withdrew from risk aversion, resulting in the collapse of some new power car companies, but the new power car companies with government background funds are gradually strengthening, of which the more representative one is Lulai Automobile.
Not long ago, strategic investors with a state-owned background in Anhui Province held a total of 24.1% of Weilai China with an investment of 7 billion yuan, in exchange for settling in Hefei. According to the market performance of the new power car companies in the first half of this year, Lailai Automobile accounted for 33% of the market among the new power car enterprises, ranking first, making it one of the more potential car companies in the echelon.
After Lailai settled in Hefei, Volkswagen made a series of investment plans in Hefei, such as buying shares in Guoxuan and Jianghuai Motors and planning to increase its stake in Jianghuai Volkswagen to 75%. This series of actions in Anhui Province and Hefei have attracted praise and praise for the development of new energy vehicle industry in the industry. However, Gaishi Automotive Research Institute believes that compared with Hefei, Nanjing obviously has more potential to attract high-quality resources and projects.
In April this year, Nanjing issued a "four new" action plan, that is, new infrastructure, new consumption, new industries, and new cities. Not long ago, China Auto Chuangzhi Technology Co., Ltd., jointly funded by Arms equipment Group, China FAW, Dongfeng Company, Changan Automobile and Jiangning Jingkai Technology Co., Ltd., officially settled in Nanjing. The project has a registered capital of 16 billion yuan and plans to build it into a first-class and world-class innovative automotive high-tech R & D enterprise in China in three to five years.
The "national team" jointly formed by the three major central enterprises has settled in Jiangning, marking the introduction of high-quality projects in forward-looking technologies such as smart cars in Nanjing. Earlier, Shen Yinlong, deputy director of the administrative committee of Nanjing Economic Development District, said in an interview with Gaishi Automobile that in order to promote the accelerated development of self-driving, the economic development zone trains a number of leading enterprises of self-driving by laying the foundation, building the environment and educating industries, so as to realize the landing of the relevant self-driving core technology in the economic development zone.
From this point of view, relying on its own economic strength and excellent conditions for attracting investment, Nanjing still has a great attraction to high-quality projects in the high-tech industry.
However, we can not avoid the problems currently encountered by the Nanjing automobile industry, such as the explosion of the newly introduced car projects Bojun Automobile and Baiteng Automobile, will it have an impact on the achievement of the new energy goal in Nanjing? The answer given by the Global Automotive Research Institute is no. Baiteng and Boxun are high-risk enterprises, and any capital entry will bear certain risks, and the two car companies are in the initial stage, without mass production, let alone mass advantage. it will not have a great impact on the development of the new energy industry in Nanjing. Analysts at the Galaxy Automotive Research Institute pointed out that at this stage, Baiteng's factory in Nanjing has been fully completed and trial production has been carried out, and then if we can introduce FAW or other car companies to make good use of existing production capacity, it is also a good way to invigorate existing assets.
From the perspective of industry development, Li Wanli, a member of the China Automotive Industry Advisory Committee, an expert of the expert academic Committee of China International Engineering Consulting Corporation, and a former deputy inspector of the Industrial Policy Department of the Ministry of Industry and Information Technology, said in an interview with Gesco: "the new energy vehicle industry has developed rapidly in recent years, but with the policy adjustment, its development fluctuates violently. From the perspective of production and sales volume and output value profit, the proportion of new energy vehicles in the total number of vehicles is not high, specific to the fluctuations of individual enterprises and specific regions, the impact on the whole industry will not be very great. "
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