Tycoon of science and technology is being lifted new round of tide that build a car.
On March 30, millet spring tastes a news briefing newly the following day, lei Jun announces on the news briefing, millet marchs formally intelligence is dynamoelectric automobile industry. Lei Jun discloses on the news briefing, millet begins survey to build a car from January 15, 2021, this will be unripe last time of people on one's own side major poineering project. Lei Jun expresses, in the past in 75 days, millet made be visited inside 85 course of study communicate, with industry of many 200 automobile senior personage had deepness communication. Also because such, the Ceng Duo inside the industry second hearsay millet will march the domain that build a car.
On Feburary 26, media coverage says, "China roll out motor-car of free brand report for the plan, mixing at present blue cereal of steam of Chang'an car, north negotiates acting labour to make. " suffer this message effect, boreal steam blue cereal is sealed point-blank afternoon stop, chang'an car goes up greatly for a time 9.5% .
Subsequently, china say for the response the message is disloyal, reiterate not to build a car, express focusing ICT (information communication technology) , become supplier of component of intelligent car increment, help car look forward to builds good car.
Since last year, the word that builds a car about exit of company of science and technology mounts hot search again and again.
In November 2020, zhu Huarong declares Chang'an car president, chang'an car will hand in hand China for, Ning Deshi takes the place of to make jointly brand-new brand of high-end intelligence car, cover the intelligence that can accuse independently electric car platform and a series of intelligent car products. With the month, by on new developed area of steam group, Pudong and the intelligence of high end of one billion four hundred and ten million and sixty-five thousand four hundred and eight class that group tripartite alliance makes Alibaba are pure electric car project " wisdom oneself car " start formally. This year in January, two quantities produce wisdom oneself car finalize the design car (car of an intelligence pure report and SUV of an intelligent pure report) head shine.
On January 11, 2021, baidu official announce with truckload the identity of manufacturer marchs automobile industry, will mix strategic partner is auspicious accuse a group to establish a new Motor Corporation jointly. On Feburary 18, in Baidu money signed up for telephone conference to go up 2020, plum Yan Hong expresses, already as affirmatory as auspicious joint-stock company CEO and brand name.
On Feburary 20, in group of ability of Fuji Kang Ke (nicety of renown grand sea) ceremonially of held start working celebration, when Yang Wei of company president Liu is answering a reporter to quiz, disclose, left and right sides of the fourth quarter can have 2 to be released to the car that according to MIH platform designs 3; Fuji Kang Zheng and future of auspicious, Faraday (FaradayFuture) the cooperative matters concerned that discusses electric car facet. Be in before this January, fuji Kang Caigang and auspicious accuse a group to sign strategic cooperation agreement to establish joint-stock company.
In recent years, as technology and application mature gradually, enterprises of more and more science and technology make automobile industry only readily no longer medium " costar " , however more thorough ground participates in a car to produce segment in. March from industrial catenary truckload make, why does enterprise of latter science and technology gather together bureau automobile industry, what kind of signal transmitting rear? In this new round " science and technology builds a car " in tide, what kind of part do tycoons of science and technology act amid? As " software defines a car " the arrival of the times, enterprise of science and technology is participated in build a car to will bring what influence, what kind of structure will industry of automobile of prospective new energy resources welcome?
Why does enterprise of science and technology gather together bureau?
Look inside course of study, as in recent years the ceaseless development of intelligent technology, the breach of demand of market of new energy resources expands gradually, company of science and technology people end " build a car " desire intelligence of race to control is dynamoelectric car the intention of wind gap of this group trade is apparent.
2020, although pneumonic epidemic situation brings about new coronal,car total sales volume glides 1/5, but place of electric car market shows the whole world erupt force and field of supermarket of development latent capacity anticipate, the data of EVvolumes.com website statistic shows, electric car sales volume went against the whole world last year force growth exceeds 43% , amount to 3.24 million.
In home market, sales volume of car of new energy resources will remove month by month to be climbed considerably July from last year litre, not only with splitting speed rehabilitate the market that brought because of allowance fall off since the bottom in June 2019 glides, more show go out to anabiosis strong ability. The steam in the basis assist issuance data, sales volume of car of annual country new energy resources amounted to 1.367 million 2020, grow 10.9% compared to the same period; This year in January, car of domestic new energy resources sells 179 thousand, grow 238.5% compared to the same period, successive record of history of sales volume of only month of 7 months refresh. In steam assist point out, predict sales volume of car of new 2021 energy resources will be added reach 1.8 million, grow 40% compared to the same period.
Be in abroad, europe already also made the new engine that electric automobile industry develops. Data shows, european new energy resources was multiplied 2020 register a quantity to amount to 1.367 million with the car, grow 142% compared to the same period. From the point of market share, 11% what sales volume of car of new energy resources holds share of city of whole Europe car, among them pure phone model is occupied than 6.2% , insert report to mix move a model to occupy than 4.8% . The implementation of sales volume of electric car market that waits for a country inside grows Germany, Norway quickly.
Expand what accompanying dimensions of market of car of new energy resources gradually, the attention that consumer turns to car intelligence spends ceaseless also promotion. Release according to HISMarkit " trend of development of market of couplet of Chinese intelligence network reported 2020 " data, 2020, the intelligent car permeability of global car market is only 45% , predict to reached promotion 2025 60% ; At the appointed time, the intelligent car permeability of Chinese market will be achieved 75% . The negotiable securities that bring a letter grinds the newspaper also is analysed think, intelligent car is afterwards after the smartphone another overturn epoch-makingly, but the dimensions sex influence that its bring and market increment Yuan Chao mobile phone.
In the meantime, policy bonus also the right season or time. Released in October 2020 " energy-saving with route chart of technology of car of new energy resources (2 edition) " emphasized pure report drive developing the strategy further, put forward to come 2035, market of car of new energy resources is occupied than exceeding 50% , fuel cell car retains the quantity achieves 1 million or so, energy-saving car realizes mixture motorization in the round, automobile industry implementation is dynamoelectric change transition. Notable is, the industry still offerred first in new edition route chart " carbon is discharged " target. With the month, of print and distribute of the State Council " industry of automobile of new energy resources develops a program (2021-2035 year) " put forward, to 2025, sales volume of new car of car of our country new energy resources is occupied than achieving 20% the left and right sides, height drives automatically area of car implementation demarcate and characteristic setting commercialize application. To 2035, pure electric car makes the main trend of new sale car, height drives automatically car implementation dimensions turns application.
Of the market on of good policy of raise posture and interest drive make open of car of new energy resources new round development good luck, capital warms up again to the enthusiasm of company of car of new energy resources. 2020, tesla market prise goes up nearly 7 times, market prise also from one billion four hundred and ten million and sixty-five thousand four hundred and eight add to 800 billion dollar, become the Motor Corporation with global highest market prise for a time; Colourful comes top share price goes up amount to 14 times; Small roc compare with the photograph when ideal market prise and IPO the most rising amount to 300% .
From last year industry will come out first in December Baidu end builds car message to announce formally to the government, inside time of a month, baidu share price rises 67% , on 80 billion dollar stands once more after two years are being lain between when market prise. The millet group share price that pays place to appear on the market in harbor also was stimulated to rise directly after millet builds the message of the car to come out. On Feburary 19 afternoon, millet share price goes up amount to for a time 12% , subsequently millet expresses even if external " of short duration does not have a response, await announcement " , but share price of group of closing quotation millet still rose that day 6.42% to 30.65 HK dollar / , market prise is added to seven hundred and seventy-two billion two hundred and eighty million HK dollar.
The expert inside course of study expresses, the market of ceaseless dilate and tremendous appreciation potential, dynamoelectric intelligence supplies together with the production foundation that catenary matures to build a car to establish for new entrant gradually, make tycoons of a lot of science and technology right " build a car " itch to try, the purpose shares a cup of a thick soup.
Joint-stock or personally end?
Although make the huge cake of the car inviting, but should participate in truly truckload easy thing also is not in production segment. To Internet tycoon, from 0 begin to build an ordinary members of theatrical troupe to build a car, capital and time are the main factor that needs to think.
According to the program of average car look forward to, build a car to also want 36-40 the most quickly month, ability enters sale segment later, and construction of prepositive technology program, plant also wants 1-2 at least etc year time. In other words, the time cost that builds a car is 5 years at least, and cycle of 5 years to company of an Internet science and technology, the product iteration of the enterprise or already undertook several rounds, even company strategy may produce tremendous change.
Accordingly, a lot of Internet enterprises pass investment or tie the way that makes car new power surely, in participating automobile industry. If Alibaba invested before this small roc car, mixed again last year on steam is joint-stock established wisdom oneself car, at the same time zebra system also iteration shine new, 3 roads are hand-in-hand. Tecent is to invest colourful to come car, respect of system of car couplet network and auspicious, wide steam, Chang'an undertakes cooperative.
But begin from tesla, the conventional logic that build a car already was overturned, intelligence drives it is important that the function makes link be sent more in the car, traditional leader plant uses the factory, automation line, aptitude that build a car hard already to come only " seek hegemony " intelligent car times. But meanwhile, company of science and technology wants to come true quickly build a car, only " lend strength " traditional car look forward to.
Accordingly, unlike before Chang'an and China for, on dominant place basically is taken by car manufacturer in the cooperative mode in steam and A, baidu decides as auspicious as traditional leader plant collaboration, end builds a car, hold cooperative domain the system from the car outspread to truckload the level.
Meanwhile, the income source that builds a car also is producing change.
Automobile industry sales profit ratio year after year glides, the whole nation is met by banquet of couplet of information of the market that use a car a data that before secretary-general Cuidong cultivates this, releases in open circumstance shows, automobile industry profit margin already from 2014 9% reduce to 6.3% 2019. Before 2020 9 months, industry profit margin is only 6.4% .
Car production itself already was high income no longer, technology of intelligent network couplet is weighing catenary of model industry profit gradually.
According to the data that Magenshidanli publishs, tesla FSD drives completely automatically the function will hold its market prise 1/3, car electron is occupied compare one of top parts than becoming Model3 cost value to occupy, be next to motivation and batteries system.
Letter negotiable securities grinds in newspaper analysis thinks, change development as the electrification of the car and intelligence, all sorts of intelligent application module with terminal retail car and electron of costly worth amount yuan hopeful of permeability of parts of an apparatus promotes ceaselessly. 2018 - 2020, mainstream brand is small-sized ADAS of the outfit before going up by whole of the model that use a car (advanced drive support system) permeability chased much module 2020 season promotion.
What effect will produce to automobile industry?
The personage inside course of study expresses, company of Internet science and technology builds the backside of the car, it is automobile industry is faced actually " new 4 change " change, "Software defines a car " the trend that making prospective car progress. The auto industry that such change also will shape to coming for years brings concussion.
Permeate this one phenomenon to automobile industry deepness quickly to company of science and technology, zong Wei of Liu of assistant of industry of deputy researcher of Tsinghua university vehicle and locomotive college, automobile and dean of technical strategy academy ever expressed publicly: "The person that cross a boundary often does not suffer an industry to have already ' hedge ' manacle, because this more possible generation is provided extremely,overturn innovation concept of the gender. And the key that wins competition of intelligent car market depends on, who can take the lead in taking out the car product of user of truly contented future and social demand. From the point of this one angle, the entrance of company of science and technology can make look forward to of new old car faces a challenge. The entrance of company of science and technology can make look forward to of new old car faces a challenge..
100 people meet Chinese electric car director Chen Qingtai also thinks, the share price that violent wind raises and market prise and create car company newly people the innovation of technology of Internet gene, product and commercial pattern is concerned. "This mirrors the self-identity of contributive our market to car of new energy resources, also show automobile industry entered revolution period, the market position of car company is in reshuffle, the person that give of people of talent offerred an opportunity. " Chen Qingtai says.
New capital signs up for reporter Zhang Bing to edit Xu Chao to proofread Li Xiangling
