From the "war" triggered by a steel needle, Chinese auto companies "change their fate against the sky"

　　At present, my country is accelerating the formation of a new development pattern in which the domestic big cycle is the main body and the domestic and international double cycles promote each other.

Resolutely promote industrial transformation and upgrading, strengthen independent innovation, develop high-end manufacturing and intelligent manufacturing, and promote my country's manufacturing industry and the real economy to make the economic cycle more efficient and reliable.

　　There is no doubt that the biggest change and new situation in the manufacturing industry in 2020 is the automobile industry.

With the continuous acceleration of technological changes and the increasing global attention to environmental pollution and carbon emissions, the automobile industry, which has gone through a century of history, once again stands at the crossroads of history.

"War" triggered by a steel needle

　　At the end of March 2020, the Ningde era, which has the largest installed power battery capacity in China, and BYD, which has the second installed capacity, quarreled about a steel needle.

In order to promote its own blade battery, BYD directly "broken boulders in the chest" and played a comparison video of the blade battery and the ternary lithium battery acupuncture test at the press conference.

　　He Long, Vice President of BYD Co., Ltd.: Acupuncture simulates the internal short circuit of the battery. We saw that our battery did not emit smoke or catch fire after the acupuncture, and its surface temperature was lower than 60°C. It means that our battery will not catch fire under some very extreme conditions.

　　This incident is close to the low-key Ningde era chairman Zeng Yuqun personally launched a technical dispute with BYD.

In Zeng Yuqun's view, the blade battery is his own old technology, and it also implies that the other party abused the test.

This remark caused a backlash from BYD.

In the middle of the night on May 11, 2020, BYD’s executives said on their social accounts: “I’m not satisfied? Then you can do it too!” Suspected of responding to Zeng Yuqun’s statement.

　　Li Yunfei, deputy general manager of BYD Auto Sales Co., Ltd.: In our blade battery acupuncture experiment, I will set a standard. Whoever do you think can be punctured, dare you or dare to puncture?

"Fate change" of Chinese auto companies

　　In the process of exploration and innovation in the new energy automobile industry, there is no ready-made road to follow, and the running giants will inevitably bump into each other.

On the surface, CATL and BYD are fighting for a needle, but in fact it is a battle for the industry standard of new energy batteries, a battle for the top spot in China's lithium battery industry, and a battle for the future of new energy vehicles.

　　In March 2020, BYD officially announced the establishment of five new companies, covering all the businesses of new energy vehicle manufacturing and research and development.

With the continuous investment in the new energy automobile industry in the past few years, BYD ran all the way.

　　In November 2020, BYD's market value exceeded the 500 billion mark, ranking second only to Tesla, Toyota and Volkswagen, ranking fourth in the world, and reaching the top of "China's No. 1 Auto Company."

　　Wang Chuanfu, President of BYD Co., Ltd.: BYD, as a representative of Made in China, we should stand up.

　　Among the new changes, variables can happen at any time, and the seating position among giants changes almost every day.

A few days later, on November 27, 2020, U.S. stocks closed, and the share price of Weilai Automobile closed at $54. The market value surpassed BYD and became China's most valuable auto company.

　　But just a year ago, the stock price plummeted, mass layoffs, and spontaneous combustion incidents, so that at the end of 2019, Weilai founder Li Bin set himself the goal of how to "live", from humble survival to stock price soaring. In just one year, I walked in hell and heaven.

The collision of the rising giants in the changing situation has never stopped.

This time, Li Bin and Musk, the founder of Tesla, were struggling on the Internet.

　　Li Bin, founder of Weilai Automobile: It has been 16 years since Tesla was founded. It has raised a total of 167 billion US dollars and lost 700 million US dollars. I don’t think it will take that long for Weilai, but we Of course there will be its own plan and timetable.

　　In 2020, Tesla’s domestically produced Model 3 has cut prices by nearly 100,000 yuan.

　　Tesla CEO Elon Musk: We want to make our cars more affordable. It is important to lower the price so that consumers will really buy it.

　　The price cut has brought about a substantial increase in sales, and has also put tremendous pressure on other domestic new car-making forces.

In this regard, Li Bin disagrees.

　　Li Bin, founder of Weilai Automobile: The average sales unit price of a car in Weilai is about 150,000 yuan more than Tesla’s price in China. Our users and Tesla users are no longer the same type of users. There is already a significant distinction in the range of brands.

　　Li Bin's remarks alluded to Weilai's user base slightly higher than Tesla.

The average selling price of NIO is more than 400,000 yuan.

On that day, Weilai's stock price closed at around $42 per share, while Tesla's stock price fell to $420 per share.

Musk quickly fought back and posted a tweet: Despite this, 420 is ten times better than 42!

This has also become the first time that two Chinese and American auto companies have competed on the Internet.

　　Zhang Xiang, a member of the new energy and intelligent networked automobile industry expert think tank of the Ministry of Industry and Information Technology: New domestic car-making forces, like Weilai, Ideal, and Xiaopeng, have successfully listed in the United States, and their sales in 2020 will be under severe epidemic conditions. , Compared with the same period in 2019, there has been a substantial year-on-year growth, and indeed it has surpassed the international car companies in some aspects. They have the ability to compete with international car companies.

　　The change is the combination of power, and it is the shift of power.

In 2020, among the 10 auto brands with the highest market value in the world, Chinese new energy auto companies BYD, Weilai, and Xiaopeng will occupy three seats, followed by Ideal Auto.

This allowed people to see for the first time the dawn of Chinese brands catching up with German luxury brands such as Mercedes-Benz, BMW, and Audi, and for the first time that Chinese brands are expected to compete with leading companies such as Volkswagen and Toyota in the global auto market. strength.

　　The global automotive industry, which has been dominated by German and Japanese companies for decades, is being gradually rewritten by an American brand and several Chinese brands.

A new history, a complete change, is coming to us.

　　Source: CCTV Finance (ID: cctvyscj)