






[live broadcast] 2021 the sixth China International Nickel, Cobalt and Lithium Summit Forum was solemnly held!
In recent years, the rapid development of new energy vehicle industry, driven by the "new four modernizations", cross-border alliances between enterprises are not uncommon. For example, on May 17, Didi's self-driving company announced a strategic partnership with GAC. It is worth noting that in just over half a year, the world's top technology giants, including Huawei, iFLYTEK, Baidu and so on, have frequently teamed up with GAC Eian. Prior to this, Tencent Automotive Services, owned by another technology giant Tencent, had already partnered with GAC Ean several years ago. At present, there are so many car-building forces in China's new energy vehicle market, why are the giants "targeting" GAC Ean? what is the deep meaning behind these deep cooperation?
The head technology enterprises "building cars" all chose GAC Ian by coincidence.
At present, with the accelerated development of automobile electrification, intelligence, networking and sharing, the market opportunities of the new energy vehicle industry begin to appear, and the resulting cross-border alliances of the industry also begin to increase. Tencent, Huawei, Didi, Baidu and other technology giants have spread the "car-building" scandal. However, for these big head technology companies, if they want to enter the new energy vehicle market with great potential, a major dilemma they face is the lack of vehicle platform and vehicle design and manufacturing capability. therefore, it is necessary to seek reliable partners among many new energy car manufacturing forces in order to occupy a place in the future "track" competition. An interesting phenomenon is that these world's top technology companies have finally chosen GAC Ian by coincidence.
It is understood that since 2017, technology companies with global leaders, such as Huawei, Tencent, Didi, Baidu and iFLYTEK, have made a number of strategic cooperation deployments or deepened cooperation contracts with GAC Ean in the fields of intelligence, Internet connection and autopilot.
Even Rebs, who recently announced that he was going to build a car, went to GAC Ean for research at the first time. It can be said that GAC Eian has become the object sought after by the major technology companies at present.
Moreover, the cooperation between the major technology enterprises and GAC Ean is not only a simple supply and demand or trading relationship, but extremely in-depth and unique. For example, Didi found GAC Ean not to customize ride-hailing like other brands, but to take Eian as the first important partner in Didi's self-driving shared travel market in the future, combining the respective advantages of both sides. newly define and develop a fully driverless new energy model that can be put into large-scale applications, and promote mass production at full speed. The goal in the future is to accelerate the large-scale operation of Robotaxi (driverless taxis).
Similarly, the cooperation between Huawei and Ian is that both sides put in a R & D team of more than 100 people to work together to jointly develop and build cars, with the goal of building an epoch-making super intelligent pure tram; the cooperation between Tencent and GAC Ean does not only stay in the car Wechat, but also deepen cooperation in all areas such as intelligent network connection, intelligent travel, digital operation, ecological chain construction and so on. As for iFLYTEK, it directly chose a joint venture with Guangzhou Automobile to form a new company, "Xinghe Zhaopin", so that the two sides become a community of interests.
The market of new energy vehicles is the main battlefield of science and technology in the future, and the combination of cross-border heads is the king.
Why do all the head technology enterprises choose GAC EAN?
According to data from the China Automobile Association, from January to April this year, the production and sales of new energy vehicles completed 368000 and 360000 respectively, an increase of 58.5% and 59.8% respectively over the same period last year. With the continuous growth of domestic new energy vehicle sales, the resulting intelligent networking applications business opportunities are also very huge, the major technology giants have also focused on this potential market "cake". GAC Ean, a leading new energy car company with strong comprehensive system strength, a certain sales scale and top ranking, has naturally become a "hot cake" in their eyes.
First of all, GAC Ean has a strong foundation for success in the new energy vehicle industry. As the core carrier of GAC's development of intelligent network joint new energy vehicle, it has been highly expected by the group since its establishment in 2017. In order to support the development of GAC Ean, GAC, with a forward-looking strategic vision, did not hesitate to invest 45 billion yuan with partners to build GAC Zhilian New Energy vehicle Industry Park, and also invested 4.5 billion yuan to build the world's leading GAC Ean intelligent ecological factory. make it stand on the basis of a high starting point from the very beginning.
Secondly, GAC Ean also has the industry-leading GEP pure electricity exclusive platform. In order to better build intelligent pure electric vehicles, GAC Ean has persisted in building products with a pure electric exclusive platform since its inception. At present, the platform has developed to the second generation, leading the industry for two generations. The platform takes "battery + electric drive" as the central layout. While bringing more space, higher performance and safety for pure electric vehicles, it also has better software and hardware integration capabilities. The top science and technology companies in all major industries have chosen to cooperate with GAC EAN, taking a fancy to this unique platform for pure electric vehicles in China. At present, the only car companies in the world that have mature pure electricity exclusive platforms are Tesla and GAC Ean.
In addition, GAC Ean also has the technology "one step ahead" of the industry leading edge. Thanks to GAC's years of R & D investment and technology accumulation in the field of new energy vehicles, GAC Ean has become the only auto company in the industry that has the strength of technology leadership in the field of EV and ICV with Synchronize. Among them, in the field of EV, GAC has mastered a series of forward-looking "cool techs" projects, such as high-performance two-gear dual-motor "four-in-one" integrated electric drive, sponge silicon negative chip battery technology, super fast charging battery technology and so on. Not long ago, GAC Ean also launched the world's first magazine battery system safety technology, which made the whole package of ternary lithium batteries fire-free for the first time in the industry, redefining the safety standards of ternary lithium batteries.
In addition, from the perspective of the ICV field, GAC Ean is also the technical forerunner of the industry. It not only delivered AION LX, equipped with ADiGO3.0 autopilot system in August last year to achieve the world's first high-precision map L3 self-driving mass production, but also took the lead in mass production at the end of last year to deliver the world's first 5G smart car AION V, which is equipped with the world's first 5G and V2X on-board intelligent communication system independently developed by Guangzhou Automobile, as well as Huawei's new generation of 5G chips, thus ushering in the era of the Internet of everything. At present, GAC Ean is developing L4 self-driving vehicles with partners and plans to produce them in 2024.
On Guangzhou Automobile Science and Technology Day 2021, ADiGO4.0 Smart Drive connected ecosystem was also officially released, which can continuously update iterations according to users' habits in addition to achieving a higher level of self-driving scene experience and a more user-friendly experience. Through these unique leading technologies in the industry, GAC Ean has not only solved the "pain points" of users' pure electric travel safety, battery life and charging, but also brought many "desserts" to users, seizing the technical commanding heights of the future development of the industry.
It is under the blessing of advanced products and high-quality services that GAC EA has been able to develop rapidly over the past three years, achieving a bumper harvest of both sales and word-of-mouth. In 2020, it not only ushered in a historic moment in which cumulative sales exceeded 100000 vehicles, but also ranked among the top five in the industry with cumulative annual sales of more than 60, 000 vehicles, becoming a leading enterprise of new energy vehicles. In April this year, with the launch of AION Y, the fourth model of the AION family, the Ean factory will also be able to expand and upgrade. Its production capacity will be expanded from 100000 vehicles per year to 200000 vehicles per year, and the intelligent manufacturing level will also be improved in an all-round way.
The whole series of models are exported in reverse to the joint venture brand, and Chinese cars are accelerated to "change lanes and overtake".
Nowadays, the trend of automobile electrification is irreversible, and the era of intelligent pure electric vehicle is bound to come. In order to win in the most critical "track" of the world's future, major car brands around the world are scrambling for superior resources. In addition to the cross-border association between the automobile industry and other industries, the integration of resources within the automobile industry is also accelerating. For a long time, as foreign brands hold the core technology of the "three big pieces" of traditional fuel vehicles, independent brands have little say in the joint venture, and the joint venture can only passively accept the model output of foreign brands. Willing to play a supporting role in its OEM. Now, with the world's leading new energy vehicle platform and electric and intelligent technology, Chinese new energy vehicle brands finally have the opportunity to become the leading role in the dominant market, and joint venture brands begin to counter OEM for their own brands.
Take GAC Ean as an example. At present, the AION family of the brand has launched four intelligent pure electric vehicle products: AION S, AION LX, AION V and AION Y, thanks to the excellent quality brought by the GEP2.0 pure electric exclusive platform and the leading strength of the core technology of "three Power". All these models have been exported to GAC GROUP's joint venture brands, including Guangzhou Automobile Toyota, Guangzhou Automobile Honda, Guangzhou Automobile Fiat, Guangzhou Automobile Mitsubishi, Guangzhou Automobile Lilly and so on.
Moreover, this is not the first time that GAC Ean has exported new energy vehicle products to a joint venture brand. As early as 2018, GAC NE, the predecessor of GAC Ean, exported the plug-in hybrid GS4 to GAC-Mitsubishi, GAC-Fiat and GAC-Toyota at the same time, and GAC became the only automobile group in the industry to export new energy products to three joint ventures at that time. The reverse export of GAC-E safety models to joint venture brands not only marks the redefinition of the "joint venture relationship in the new era", but also means that Chinese cars are accelerating "lane-changing overtaking" in the field of new energy vehicles. Global leadership is just around the corner.
The competition of new energy vehicle industry in the future is the competition of science and technology and cost. With the blessing of so many of the world's top technology giants, GAC Ian is bound to win in the future competition and become the market leader. With the help of the advantages of the global R & D network, global supply chain, Eian mode of production and the new ecology of marketing services, GAC Ian, which has opened a new era of brand independence, is constantly accelerating the pace of innovation and reform. With the follow-up mash-up and independent IPO, it will become another "super unicorn" in the field of intelligent new energy vehicles. Let's wait and see.
For queries, please contact Lemon Zhao at lemonzhao@smm.cn
For more information on how to access our research reports, please email service.en@smm.cn