Jianghuai Automobile, an Anhui automobile manufacturer constantly exploring the road of "commercial transformation" and "new energy vehicles", quietly gave up its leading position under the trend of the times, just like Brilliance and BAIC, and gradually lost its right to speak in cooperation.
On the evening of February 2, 65438, the announcement showed that JAC Volkswagen changed its name to "Volkswagen (Anhui) Co., Ltd." and JAC passenger car announced the change of ownership. The dispute of "naming right" reflects the dispute of equity and discourse right.
Specifically, JAC only holds 25% of the shares in the joint venture company, while Volkswagen China holds 75%. JAC's parent company, Jiang Qi Holdings, was originally held by Anhui SASAC, and now half of the shares are owned by Volkswagen.
Zuo Yanan, the former chairman of Jianghuai Automobile, said in a word: "Once you have done the automobile industry, you will embark on a road of no return. When you stop investing and stop new growth points, you will give up all your efforts. "
Jianghuai Automobile, which started as a commercial vehicle, began to take the road of passenger cars very early and once caught the east wind of the rapid development of SUV. In 20 15, the sales volume of passenger cars exceeded 300,000, but the small SUV Ruifeng S3 failed, which once exposed the problem of rusty doors and fell into a vortex of low quality and low price, and its reputation was not good.
20 16, JAC focuses on new energy vehicles. JAC has made great progress by subsidizing new energy vehicles. In that year alone, it received subsidies of more than 3.9 billion yuan, exceeding the profits of many car companies in one year. JAC also invested in Guo Xuan Hi-Tech, a battery manufacturer, but its new energy products have never caused a sensation in the market.
With an empty production capacity of 800,000 vehicles, Jianghuai has found another way and turned into a foundry of Weilai Automobile, a new force in car manufacturing. In this regard, Jianghuai Automobile executives also rumored: "We design and manufacture together, and ultimately provide competitive and valuable products to the market, rather than OEM."
However, when Weilai ES8 finally went on the market, there was not a word Jianghuai on the car body. Now, it seems that the dialogue in those days was a bit like the spirit victory method of Ah Q.
Many attempts tend to imitate the current hot concept, without continuous technical input and lack of research and exploration, which is also the reason why Jianghuai Automobile was abandoned by the market, commented an automobile analyst.
This time, Jianghuai passenger car promised to the public that Jianghuai was helpless and gratified. After all, the total share ratio of 25% is not much, but it is better than nothing at all, and it will not be completely abandoned after years of accumulation. Even worse, on second thought, there are Ruifeng series and Ruifeng series in the field of commercial vehicles, which can be regarded as a comfort.
Even though there are two joint ventures, FAW-Volkswagen and SAIC-Volkswagen, which contribute 4 million cars every year, Volkswagen is still worried about whether it will be left behind by the era of electrification and intelligence.
By choosing a large-scale Jianghuai passenger car, Volkswagen intends to use it as the fulcrum for the development of new energy vehicles in China and incite the new energy vehicle market in China and even the whole world.
According to the plan, Volkswagen Group will put into production in Jianghuai Volkswagen (now Volkswagen (Anhui)) for 4-5 years. Brand products of Volkswagen Group; Give priority to the production of pure electric and plug-in hybrid vehicles in the Jianghuai Volkswagen B-class and C-class car segments.
Volkswagen (Anhui) is expected to produce 200,000-250,000 vehicles in 2025, and its annual revenue will reach 30 billion RMB. In 2029, the estimated production capacity is 350,000-400,000 vehicles, and the total annual revenue is 50 billion yuan.
Recently, Handelsblatt also quoted people familiar with the matter as saying that Volkswagen is counting on JAC, a joint venture partner in China, to produce the latest small pure electric vehicle, which was originally produced only in China and will be exported to Europe in the future.
However, considering that JAC had a joint venture with Volkswagen as early as 20 17, the performance of the joint venture in recent years is not satisfactory.
2065438+April 2008 JAC Volkswagen's first car, SchoolSol? E20X was unveiled and officially listed on September 20 19 after a lapse of one and a half years. After the subsidy, the price of the new car is12.80-13,800 yuan, the battery capacity is 49.5kWh, and the cruising range of the Ministry of Industry and Information Technology is 402km. Compared with the battery capacity of mainstream electric vehicles in the market of nearly 600km and the configuration of transverse 100kWh, Sihao has no advantage. Coupled with the public's conservative investment in cars, it has led to speculation that Jianghuai can maintain the quality of the public.
In the production field, Volkswagen has given considerable support to JAC, introduced the German VDA quality management system, upgraded the production line, and systematically upgraded JAC products. With the help of the public, the quality of JAC products has indeed improved to a certain extent. Jiayue series also shows the uniqueness of Volkswagen in the field of automobile manufacturing through its own sales. At the same time, it also created the title of "Popular Line", which made Jianghuai proud and embarrassed outsiders. I don't know what the public will think of this strong sense of posting.
After adjusting the stock ratio, I am curious whether the new product will hang the standard of Sihao or Volkswagen. Moreover, for the public, it is not a simple matter to handle the relationship between the three joint ventures at the same time in the future. Only with superb balance skills can we avoid a series of problems such as overlapping products and serious internal friction.
In the era of automobile electrification, will FAW and SAIC be satisfied with the old-fashioned fuel vehicles brought by Volkswagen? I'm afraid not.
Write it at the end
Nowadays, under the superposition of policies, markets and technologies, China has taken the lead in forming the world's largest energy-related automobile market, and has formed a rapid technological iterative progress trend in the industrial chain. In addition, with the development of intelligent networking and the 5G era, consumers' high acceptance of new energy vehicles and comprehensive infrastructure such as charging stations are expected to lead the global auto industry reform.
Volkswagen cooperates with JAC. Although JAC is not comparable to traditional giants such as BYD and GAC New Energy, it is not comparable to Tesla and SAIC-GM-Wuling. It has more than ten years of research and development experience in the new energy industry, with nine generations of technologies and four generations of products. When the elephant turned around, Volkswagen found that even though the cooperation with FAW and SAIC in the field of fuel vehicles was quite large, it was nowhere to be found in the field of new energy. Just like Baoneng and Evergrande, they rely on "earning power" to quickly obtain the required elements.
Are the two "strong alliances" or "weak groups"? It only takes three or five years, and time will give us the answer.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.