SAIC Motor Corporation regards new energy vehicles as the development direction in the future, but it seems that SAIC Motor Group has been waiting for the future for so long and has long been unable to wait. In the territory of SAIC Chairman Chen Hong, SAIC’s own brands and new energy vehicles must be among the first camps in the country, and this battle seems to him to be a defensive threat.
Recently, the north line of the “Innovation Journey - 2014 New Energy Vehicle Miles Trip†led by the Ministry of Science and Technology led by the SAIC Group and the participation of many governments and the Science and Technology Commission (CFE) ended in Beijing. Chen Zhixin, president of SAIC Group, who arrived in Beijing for this event, led the company's new energy team to the Ministry of Science and Technology after the closing ceremony. Minister of Science and Technology Wan Gang is preparing to conduct a deep test drive for new energy vehicles.
According to the plan formulated by the Ministry of Science and Technology, subsidies for new energy vehicles will be withdrawn in 2020. Prior to this, how to promote new energy vehicles to enter the market competition stage as soon as possible, not only test the wisdom of policy makers, but also test self-owned car companies like SAIC.
Break the imprisonment
In SAIC's view, the choice of Beijing for a stop at the station has its special significance. For Beijing, which has just opened its doors for SAIC new energy vehicles, the door has not yet been fully opened. At this time, there is no need for the help of policy promoters. “Beijing as a national political, economic and cultural center, the development of new energy vehicles and related policies will undoubtedly have an important role in the national demonstration. This event not only enables Beijing residents to have a deeper understanding of new energy vehicles, but will further promote the government, the car. Enterprises will work together to remove barriers, accelerate the marketization of new energy vehicles, and help transform and upgrade the industry,†said the person in charge of SAIC.
At the event, the plug-in hybrid car Roewe 550 PLUG-IN is particularly concerned. Huang Chendong, director of the forward-looking technology research division of SAIC, introduced that the Roewe 550PLUG-IN has a fuel consumption of only 2.3 liters per 100 kilometers and a cruising range of up to 500 kilometers. It is the best new energy vehicle travel solution under the urban traffic conditions. This car is also one of the models that President Chen Zhixin wants to focus on in the Ministry of Science and Technology, because the car is not yet able to enjoy the benefits of Beijing subsidy and separate shakes like the Roewe E50 and other pure electric cars in Beijing. In the same way, vehicles that are not on the list of Shanghai New Energy Vehicles will not be able to enjoy the Shanghai subsidy and free Shanghai-style treatment.
Due to the imprisonment of local catalogues, the promotion of new energy vehicles has been paralyzed in many cities. According to the data, Beijing has released a total of 9,996 new energy minibus indicators in the first half (half of unit indicators and personal indicators), but only 300 vehicles of electric vehicles on the market in the first half of the year in Beijing, and the utilization rate of new energy vehicles is only 3.5%. .
At the Tianjin TEDA Automotive Forum held in 2014 not long ago, Wan Gang stated that “to develop a new energy automobile industry, we must optimize the market environment and eliminate institutional barriersâ€. A few days ago, it was learned from relevant persons in the Beijing Municipal Science and Technology Commission that Beijing is investigating the access policy for plug-in hybrid vehicles. At the same time, Shanghai also reported that it will abandon its local directory, refer to the Catalogue of Exemption for Purchase of New Energy Vehicles, and give new energy vehicles sold in Shanghai free Shanghai licenses and other concessions. According to industry insiders, with the State Council's request for the abolition of local protectionism, Beijing and Shanghai are expected to open up the local market in accordance with the exemption list of purchase tax for new energy vehicles.
Internal force accumulation
The barriers to local protection are also the same as the new energy subsidy policy, and it is not a long-term plan for the development of new energy vehicles. To achieve true marketization, breakthroughs in core technologies are fundamental, and SAIC's next goal is the replacement of new energy vehicles, that is, technological upgrading. In order to achieve this goal, during the "12th Five-Year Plan" SAIC Group will invest 6 billion yuan for research and development of new energy vehicles.
It is reported that the SAIC Group's new generation of pure electric vehicles is not only similar in size to the mid-size car, but also doubles the mileage, accelerates 100 kilometers within 10 seconds, and costs less than the current micro-electric vehicle Roewe E50; the next-generation Roewe 550 plug-in hybrids In the car, not only the fuel consumption per hundred kilometers fell to 1.6 liters, but also the battery cost was reduced by half.
Zhu Jun, deputy director of SAIC Technology Center and general manager of Shanghai Jieneng Automobile Technology Co., Ltd. stated: "In 2005, SAIC Group began to invest in new energy vehicles, and has always made new energy vehicles R&D and production a long-term strategy, and formulated it in combination with its own reality. We have a clear development plan, we will develop hybrid power and pure electric power in the short term, and we will promote the R&D, upgrade, and demonstration of fuel cells in the medium to long term, and SAIC Motor has built a complete new energy auto parts framework and mastered pure electric and plug-in power. Some of the core technologies are strongly mixed.†It is understood that the battery management system and motor control software technologies independently developed by SAIC after 2016 will be officially applied to the next generation of products.
Shanghai Jieneng is a company established by SAIC for the research and development of new energy. Its assistant to general manager Xu Wei said: “The development of SAIC New Energy is the first five years. Now we have established our own core capabilities.†It is reported that Shanghai The company has grown from the earliest 40 people to about 230 engineers. Most of them are engaged in the research of “three-power†systems (batteries, motors, and electronic control). SAIC Motor Passenger Vehicles Co., Ltd. has also become the first company in China to be purely electric and plugged in. In the three major areas of strong mixing and fuel cells, they have own-brand car companies with leading technologies and independent intellectual property rights.
After Chen Hong took office, he is developing a complete set of technical solutions for SAIC Motor. In accordance with SAIC's plan, SAIC will invest 300 million yuan in forward-looking science and technology research each year in the future, mainly involving new energy, light weight, and networking.
Battle of costs
At an internal meeting of the SAIC Group not long ago, Chen Hong bravely stated that "the cost of SAIC's new energy vehicles will drop by 50% in the future." This “future†time node is four years ahead of the time when the Ministry of Science and Technology cancelled the subsidy for new energy vehicles. That is, when SAIC will launch the next generation of new energy vehicles in 2016, SAIC’s new energy vehicle’s battery cost will be reduced by half. According to statistics, the cost of batteries for new energy vehicles accounts for 70% of the total vehicle cost.
“The cost of new energy vehicles in the past two or three years has started to drop sharply, with an average annual rate of 15% to 20%, including materials, batteries, and vehicle manufacturing. The technical progress of the battery has made the cost drop significantly.†Ou Rui Fund Investment Director Ge Yuan stated that "in essence, the electric vehicle market is a subsidy market, and it is in fact largely subject to policy influence. It does not require subsidy when it is a real big market. It can be expected in the next three to five years."
Although SAIC has made radical cost targets, it still faces the challenges of the auto giants. Take Tesla as an example. Although Tesla is currently selling a lot of money, Tesla's long-term goal is to supply low-cost electric cars to consumers all over the world. By 2017, the cost of the battery pack will be comparable to all current models of the Battery. A decrease of 30%; while German Volkswagen has been pursuing the procurement of power batteries at home since the beginning of its domestic strategy for electric vehicles, it is expected that the cost of electrification of new energy vehicles will be reduced by approximately 34% from the current level by 2020; Daimler will BYD's way of establishing a joint venture company for new energy vehicles will be used to share R&D and procurement costs; Toyota's R&D center (China) will also transfer its former expert Matsumoto, who is responsible for reducing the cost of hybrid power systems, to China as deputy general manager of the R&D center. Push the local production of key components of hybrid powertrains.
It is precisely because of the ever-increasing competition, the incentive for self-branded car companies such as SAIC must be carried out. "Next, we will study how to make the cost more competitive and how to better meet the needs of users. We will not simply copy, but will take one step at the current level of technology.
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