Not only auto manufacturers are fighting price wars, these cities are also competing for the commanding heights of the industry

　　Author: Li Xiuzhong

　　At the same time that auto manufacturers are launching a price war, a battle for cities to seize the commanding heights of the new energy auto industry is also unfolding.

　　Recently, Chengdu issued the "Implementation Opinions on Promoting the Development of New Energy Automobile Industry in Chengdu" (hereinafter referred to as "Implementation Opinions"), aiming to build a nationally important R&D and manufacturing base for new energy vehicles.

The main goal is to break through 150 billion yuan in the scale of the new energy vehicle industry by 2025, with an output of 250,000 vehicles.

　　Not only in Chengdu, the new energy automobile industry has become a breakthrough in the transformation of traditional automobile cities, and a sharp weapon for "overtaking on curves" in non-automotive strong provinces and cities. The new and old automobile forces are fiercely competing.

More than 10 cities across the country have proposed grand goals for the development of new energy vehicles, launching an impact on the goal of "new energy vehicle capital".

　　Gradient Pattern of Motor City

　　On February 28, Volvo Cars’ pure electric new models and the optimization and upgrading project of the models in production at Chengdu Base were signed in Chengdu. According to the agreement, Volvo Cars will start production of new high-end pure electric models in Chengdu and optimize and upgrade the models in production.

Relying on Volvo's project, the output of "Made in Chengdu" new energy vehicles is expected to increase rapidly.

　　In the current new energy vehicle industry structure, Chengdu is not conspicuous.

Luo Ling, president of the Sichuan Industrial Economic Development Research Institute, told China Business News that Chengdu is weaker than other cities in terms of complete vehicle manufacturing in the new energy vehicle industry. New car manufacturers such as BYD, Weilai, Xiaopeng, and Ideal are not located in Chengdu. Construction of the second and third factories.

　　In fact, in the era of fuel vehicles, Chengdu is also a rising star.

After Chongqing was directly under the central government, Sichuan lost its auto industry. Chengdu's auto industry is almost catching up on the basis of "one poor and two white". In 2016, it exceeded 1 million vehicles and entered the country's top ten auto cities. Especially left behind in the electric revolution in the automotive industry.

　　Luo Ling believes that in the face of the major development direction of the new energy automobile industry, Sichuan and Chengdu are "a little hesitant, appearing to be slow, and moving slowly."

No major projects were secured in the first round of new energy vehicle industry layout.

Although there were some traditional auto companies, there were no well-known new energy auto brands and leading companies.

　　Not only are latecomers like Chengdu falling behind in this industrial transformation, but some traditional auto cities are also facing severe challenges. For example, Hubei has recently started the "biggest price cut in history" and "biggest subsidy in history" for cars.

At the same time, a group of emerging automobile cities began to rise in this transformation.

　　On February 21, the "Insight Report on the Development of China's New Energy Automobile Industry in 2022" released by Huoshi Creation showed that in 2022, Xi'an will produce 1.0155 million new energy vehicles, ranking first in the country; 550,000 vehicles in Shenzhen, 369,000 vehicles in Chongqing, 350,000 vehicles in Changsha, 340,000 vehicles in Changzhou and 313,700 vehicles in Guangzhou.

　　It can be seen from these data that some old automobile cities did not enter the list, while Xi'an, Shenzhen, Changsha, and Changzhou are not traditional automobile cities, especially Xi'an has become a dark horse that has risen in recent years.

　　Dr. Feng Lei, vice president of Huoshi Creative Industry Research Institute, told China Business News that the structure of my country's auto industry is being reshaped.

The traditional auto city will face challenges from new forces. With the advancement of the "new four modernizations" of automobiles, the new generation of "auto city" is transforming from a heavy-duty industrial city to a capital-intensive technological city.

　　In this process, new car-making forces have played a role in promoting the evolution of the pattern.

For example, Xi'an is bound to BYD, NIO is located in Hefei, Xiaopeng is located in Guangzhou, and Changzhou is the ideal choice.

The cities with the highest production of new energy vehicles all have a vehicle brand behind them.

The staking of these new car-making forces has led to changes in the regional structure of the auto industry.

　　Feng Lei said that traditional car companies are accelerating their efforts to transform into new energy tracks, and competition with new forces will continue to intensify.

New energy vehicles are also becoming a sharp weapon for "curving overtaking" in non-automobile manufacturing provinces and cities.

Transformation and upgrading and leading enterprises to drive local development of new energy vehicles are two important paths. Focusing on the industry track to grasp the leader and use leading enterprises to link upstream and downstream have become the main magic weapon for victory.

　　Competition for cities will intensify

　　Chengdu's "Implementation Opinions" proposed to encourage and guide Chengdu's vehicle manufacturers to keep up with market trends, seize opportunities for electrification in market segments, adjust product structure, introduce high-performance vehicle platforms, and launch several new models with market competitiveness , make full use of existing production capacity to expand the proportion of new energy vehicle production, increase capacity utilization, and expand production and sales scale and market share.

　　Not only that, but also support advantageous vehicle companies with strong financial strength, technological innovation and management capabilities to invest in new energy vehicle projects in Chengdu.

Strengthen the strategic investment of state-owned platform companies, and explore the establishment of large local automobile groups through mergers and acquisitions, equity investment and other methods.

　　To put it simply, it is to promote the production of new energy vehicles by existing traditional automobile manufacturers on the one hand, and vigorously attract new energy vehicle brands on the other hand, and to give full play to the power of state-owned capital.

　　In fact, among these local governments, Hefei, the most venture capital city, is undoubtedly the most radical.

The Hefei government actively attracts major projects of new energy vehicles through "investment to lead" and relying on the state-owned platform to drive the development of the entire industrial chain.

A typical representative of "investment attraction" through guiding funds is the "NIO Automobile Project".

　　Luo Ling believes that although Chengdu is lagging behind, it still has advantages.

Chengdu has the advantages of the whole industrial chain of new energy vehicle manufacturing.

Sichuan is rich in key materials for new energy vehicles such as lithium ore, phosphate rock, vanadium and titanium rare earths, and has the advantages of clean energy such as wind, water and electricity, as well as a huge consumer market for new energy vehicles. Not to be taken lightly.

　　At present, giants such as Ningde Times have deployed large-scale lithium battery production capacity in Yibin, Suining, Chengdu and Meishan.

Moreover, Chengdu's new energy vehicle sales rank among the top in the country, and will rank among the top five cities in the country in 2022. Therefore, Luo Ling believes that Chengdu "can get a share of the new energy vehicle industry."

　　There are quite a few cities that want to take part in this round of turmoil in the new energy vehicle industry. With the rapid development of the industry, many places are targeting the new energy vehicle industry and have compiled a series of planning and policy documents to promote the development of the local new energy vehicle industry. develop.

　　In 2020, the "Implementation Opinions on Accelerating the Development of the New Energy Automobile Industry" issued by Hefei City aims to achieve a new energy automobile industry scale of over 100 billion by 2025, complete vehicle production capacity of 1 million vehicles, and quality brands with international competitiveness. An important new energy automobile industry base in the country.

　　However, the "Hefei "14th Five-Year" New Energy Automobile Industry Development Plan" issued at the end of last year proposed that by 2025, the scale of the city's new energy automobile industry will exceed 700 billion yuan, the vehicle production capacity will exceed 3 million, and the cultivation of tens of billions of vehicles will be achieved. There are 10 enterprises, and their output value and output have leapt to the first place in the country.

It can be seen that Hefei raised the target.

　　With the strong growth of the new energy vehicle industry, some other cities have also proposed ambitious goals and strong policy initiatives.

For example, Chongqing plans to target that by 2025, the production and sales of intelligent networked new energy vehicles will account for more than 10% of the country's total.

The planning goal of Guangzhou is that by 2025, the production capacity of new energy vehicles will exceed 2 million, and it will enter the top three cities in the country.

　　Feng Lei said that in 2022, Xi'an will become the number one city in new energy vehicle production, outperforming Shanghai and Liuzhou. The target strikes.

He believes that in the next 5-10 years, with the in-depth development of the supply chain and value chain of the new energy vehicle industry chain, new industrial clusters and a new batch of "new energy vehicle capitals" will be accelerated.