Volkswagen's series of "fierce operations" is like adding a fire to this hot summer, which makes the heat of the car circle rise a lot at once.
Some people can't help but ask: What is the abacus of the public in such a hurry to attack the city in China? FAW-Volkswagen, SAIC-Volkswagen, JAC-Volkswagen, FAW-Audi, SAIC-Audi and SAIC-Skoda are not enough, but they should also extend their reach to Guo Xuan Hi-Tech, the new energy power battery sector. Everything must be done by hands, can the public be busy?
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Why did Volkswagen spend 65.438 billion euros to "add" Jianghuai Automobile and Jianghuai Volkswagen?
On May 29th, JAC announced that Volkswagen will invest 65.438 billion euros to acquire 50% shares of Anhui JAC Automobile Group Holding Co., Ltd.; At the same time, the shareholding ratio of Jianghuai Volkswagen will be increased from 50% to 75%, and the management right of Jianghuai Volkswagen will be obtained.
654.38+0 billion euros! From the perspective of jianghuai people, this can be described as a timely help to Jianghuai or Jianghuai public, which can not only supplement the lack of funds, but also make people look forward to the future of Jianghuai and stabilize the hearts of Jianghuai. From the public's point of view, this investment will bring rich returns to China in the future, and this time will not be too long.
Diss, CEO of Volkswagen Group, once mentioned in the conversation: "This year, we expect to sell about 6,543,800 electric vehicles and 6,543,800 fuel vehicles in China." 1 10,000 electric vehicles! What is this concept? In 20 19, the cumulative sales volume of new energy narrow-sense passenger cars in China was only10.24 million, and it was still in the case of a year-on-year increase of 3.9%. This year, under the influence of the epidemic, the situation is even less optimistic.
Another reality is that in the global sales volume of Volkswagen 20 19, the China market contributed 38%, reaching 4,233,600 vehicles, which is comparable to the whole European market. In other words, the public is increasingly dependent on the China market. In addition, the global epidemic continues, and China has maintained a relatively optimistic situation. In addition, China has great market potential. Therefore, this further strengthened the determination of the public to "bet" on the China market.
Therefore, if the public wants to achieve this goal, the current situation is obviously difficult to achieve, so they have to take "strong medicine".
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Why did Volkswagen become a shareholder of Guo Xuan Hi-Tech?
Of the 2,654.38 billion euros invested by Volkswagen this time, more than half of the funds-1654.38 billion euros invested in Guo Xuan Hi-Tech, with a shareholding ratio of 26%, becoming its largest shareholder.
Guo Xuan Hi-Tech is not only the third largest battery supplier in China, but also has strong R&D capabilities, especially in the chemical composition of batteries and batteries that are vital to electric vehicles. In addition, the supply chain of raw materials for batteries is also well controlled.
Therefore, the purpose of Volkswagen's shareholding in Guo Xuan Hi-Tech is obviously to pave the way for the production of many new energy vehicles such as Jianghuai Volkswagen, SAIC Volkswagen and FAW-Volkswagen. This has also been confirmed by the public. During the cooperation, Volkswagen indicated that it not only hoped that the battery capacity, resources and production capacity of Guo Xuan Hi-Tech would be used by several joint venture car companies of Volkswagen Group in China, but also hoped to gain experience in power batteries. The implication is that all new energy vehicles owned by Volkswagen will be equipped with Guo Xuan Hi-Tech battery packs in the future. In other words, the current battery suppliers selling golf pure electricity, Bora pure electricity and LaVida pure electricity will also be changed from Contemporary Ampere Technology Co., Ltd. to Guo Xuan Hi-Tech.
Why choose Guo Xuan Hi-Tech? Rather than contemporary Amperex Technology Co., Ltd. or BYD, which ranks higher and is more famous?
First of all, Contemporary Ampere Technology Co., Ltd. is the largest supplier of power batteries in the world at present. In its eyes, Volkswagen plays the role of "more than one thing". The cooperation between Volkswagen and such a strong supplier is obviously much weaker;
Secondly, although BYD is famous and has technology, it is a car company and a very strong car company in the field of new energy vehicles. Volkswagen is coming for new energy vehicles. Can it compete in front of bring disgrace to oneself?
On the other hand, Guo Xuan Hi-Tech has technology and strength. Although its actual shipments are similar to BYD's, its reputation is far less than the first two. This gives the public the weight to "lower the price". Volkswagen is naturally willing to find such a relatively "passive" partner.
In fact, the rumor that Volkswagen acquired Guo Xuan Hi-Tech had existed as early as the beginning of this year and April, and even alarmed the stock exchange at that time, demanding clarification from Guo Xuan Hi-Tech. Now, with this rumor finally coming to an end, Volkswagen has become the largest shareholder with a share ratio of 26%.
But at the same time, it is also reported that although the original shareholder's shareholding ratio is not as good as that of Volkswagen, the former still holds the control right of Guo Xuan Hi-Tech. This should also be something that many people are afraid of. In fact, for the public, mastering control is not the most important thing. What's important is that Guo Xuan Hi-Tech can greatly reduce the cost of power batteries and gain more profits, which is what the public values most.
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What benefits can the public get from it?
For this investment, Feng, CEO of audi ag (China), also expressed his opinion: "Our investment in Jianghuai Volkswagen this time is more of a long-term strategic investment."
The point is coming-strategy!
Judging from the current layout of Volkswagen Group in China market, there are already joint venture car companies such as FAW-Volkswagen, SAIC-Volkswagen, Jianghuai-Volkswagen, SAIC-Volkswagen Audi Division, FAW-Audi, SAIC Skoda and JAC (Volkswagen) SEAT, which will be made in China soon. How does the public want to play such a big game of chess?
Obviously, Volkswagen is not interested in JAC itself, but is more interested in the market potential of JAC or JAC Volkswagen in new energy vehicles. The public hopes to mobilize more resources of JAC after controlling the right to speak.
According to Jianghuai Volkswagen's plan, small-scale new energy vehicles are mainly used in the early stage-it is planned to launch five electric vehicles by 2025, and at the same time establish and improve the electric vehicle factory and R&D center, and realize the production scale of 350,000-400,000 vehicles by 2029. This advantage is that it complements FAW-Volkswagen and SAIC-Volkswagen on the product line.
Diss also said in public: "We plan that by 2025, the annual sales of electric vehicles in China will reach 6.5438+0.5 million, and the demand for power batteries will reach 75GWh." From this perspective, JAC Volkswagen is actually only a small part of it, and it is more in several other joint venture car companies. For example, in 20 19, a new energy factory with an annual production capacity of 300,000 vehicles was built in Anting, Shanghai, which was the first new factory specially built by Volkswagen Group for MEB platform, namely ID. Series of new energy vehicles; The second phase of FAW-Volkswagen Foshan project, with an annual production capacity of 300,000 vehicles, is dedicated to the production of new energy vehicles for Volkswagen and Audi; Now with the upcoming mass production of SAIC Audi A7L, it means that SAIC Audi will join the new energy camp with FAW Audi in the future. Of course, in the future, SAIC Skoda and JAC SEAT will also be localized soon.
For an electric car, the cost of power battery is as high as 40%. This is also an important reason why Volkswagen shares in Guo Xuan Hi-Tech. According to the information previously released by Guo Xuan Hi-Tech, in 2065, the enterprise's production capacity was 16 GWh (the capacity utilization rate was 35%), and it is planned to expand production to 28GWh in 2020, and at least 44GWh…… in 2023 ................................................................................. This is also a good thing for Guo Xuan's high-tech department. Solved the livelihood problem within five years, and invested the rest in research and development.
To sum up, up to now, Audi AG's investment in China this year is at least 265,438+billion euros. However, according to Volkswagen's plan, this 26,543.8 billion euros is not included in the investment plan of "4 billion euros in China in 2020" announced by Volkswagen (China). In other words, in the rest of 2020, the public will have big moves.
Written at the end: According to the plan, Volkswagen will still increase its investment in digitalization, electrification, product layout and business transformation, and the pre-planned plan of "investing 4 billion euros in China in 2020" remains unchanged. But nearly half of 2020 has passed, and the author is more curious now. Where have these 4 billion euros been invested? How much is left today?
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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.