Tramway said that while the electric bus division was established in the CRRC era, the CRRC era is rapidly promoting the organizational restructuring of the new energy vehicle sector. Relying on the original system of CRRC era, it has split the bus division, sanitation vehicle division, special vehicle division, power system and core parts division.
According to the data, the sales volume of new energy buses in CRRC era, which was established in 2007, exceeded 5,000 in 2009 and 2020, and entered the first camp of domestic bus industry. According to the statistics of Tramway Exchange, taking Sichuan Province as an example, the sales volume of new energy buses for electric buses in CRRC era exceeded 300 in 2020, and the local market share has surpassed Yutong Bus, the industry leader, ranking in the forefront of the region.
In the context of the continuous fluctuation of the epidemic situation in COVID-19, CRRC took the lead in splitting the bus business unit, which is obviously an important strategy to comprehensively lay out the electrification of commercial vehicles and promote the layout of the whole industrial chain of new energy vehicles. However, why did CRRC choose to make such strategic adjustment at the beginning of 20021?
For the new energy automobile industry, the comprehensive adjustment strategy of such a large enterprise in CRRC era is both surprising and full of challenges. Surprisingly, there is another company that fully supports the electrification of commercial vehicles, but it is a strong competitor for the participants in the market segment. Under the background of continuous innovation of rail transit industry, CRRC new energy automobile industry has entered the fast lane of development.
Policy, market two-wheel drive, industrial blessing business group split
In the past few years, China's new energy automobile industry has achieved rapid development. Xiao Yaqing, Minister of the Ministry of Industry and Information Technology said in an interview with reporters today that in recent years, the Ministry of Industry and Information Technology and relevant state departments have jointly issued about 60 support policies and measures. With the joint efforts of all parties, substantial breakthroughs have been made in the fields of basic materials, basic parts, motors, electronic controls, batteries and complete vehicles related to the new energy automobile industry. The production and sales of new energy vehicles ranked first in the world for six consecutive years, with a cumulative promotion of more than 5.5 million vehicles.
Policies to support the development of new energy vehicles are still being released. In the latest new energy automobile industry development plan (202 1-2035), it is proposed that by 2035, pure electric vehicles will become the mainstream of newly sold vehicles, and vehicles in public areas will be fully electric, which points out the direction for the future development of 15 new energy automobile industry, and vehicles in public areas will at least include public transportation, rental and leasing.
This plan also has very clear requirements for some areas. It is required that from 202 1, the proportion of new energy vehicles in public transportation, rental and logistics distribution vehicles shall not be less than 80%. According to the Implementation Plan of National Ecological Civilization Experimental Zone issued by the Central Office and the State Council, from 20 16 to now, Fujian, Jiangxi, Guizhou and Hainan have been identified, and this list is still being continuously updated.
In addition to this long-term plan at the national level, the Ministry of Industry and Information Technology, the competent department of the automobile industry, has repeatedly solicited opinions on the action plan to promote vehicle electrification in the public sector. In the next step, we will carry out a special campaign to promote electric vehicles in the public sector with relevant departments, and further increase the promotion of new energy vehicles in the fields of public transportation, rental, sanitation, logistics and distribution.
With the support of industrial policies and the development of the industry itself, the cost advantages of new energy vehicles are gradually emerging, especially in the purchase cost. 20 15 when the large-scale development of new energy vehicles began, no matter what kind of vehicles, they could not do without subsidies from the state and local governments. By 20021year, the state subsidy had dropped to a negligible stage, and both producers and consumers no longer paid too much attention to the state subsidy, and everyone began to pay attention to the product itself.
The important reasons that can cause these changes are the progress of technology and the reduction of cost. According to public statistics, the average price of power battery has dropped from 2400 yuan/kW in 20 15 years to 1000 yuan/kWh in 2020, and the average price of power system has dropped from 25,000 yuan/stage in 20 15 years to14,000 yuan in 2020. While reducing the price, the quality is constantly improving. Now these new energy core components can be guaranteed for 8 years, completely eliminating the worries of buyers.
Judging from the trend of national policy, its direction is very clear. As a new energy commercial vehicle enterprise focusing on passenger cars, CRRC era relies on many industries of CRRC Group. It is not difficult to expand into the whole industrial chain of commercial vehicles. Now with clear policy guidance and a mature and stable market, the cost advantage of new energy vehicles has also emerged. It is true that CRRC Times' promotion of organizational structure adjustment at the beginning of the 14th Five-Year Plan is in line with the trend.
Each of the four business divisions has its own merits.
Tramway learned from within the CRRC era that such an organizational structure will be formed after the adjustment of the organizational structure in the CRRC era.
First of all, the bus business department will rely on the newly-built Changde production base in Hunan, with an actual investment of more than 4 billion yuan. It is a modern bus super factory with an annual output of 20,000 vehicles. The factory covers an area of 1000 mu, adopts the most advanced production equipment in the world, and can realize the automation and informatization of key process equipment, using various robots and manipulators 1000 sets. At present, the team of the public transport business department has been stripped off, and the backbone employees of the public transport business in the original CRRC era have been in place in the public transport business department.
The second is the sanitation vehicle division. The sanitation vehicle business will rely on the production base in Zhuzhou in CRRC era, and all the production lines in Zhuzhou will be adjusted to sanitation vehicle production lines in the future.
The third is the Special Purpose Vehicle Division. The production of special purpose vehicles will be carried out in Wuxi base, relying on FAW Bus (Wuxi) Co., Ltd., which was acquired by CRRC in 20 18 and is now Wuxi CRRC New Energy Automobile Co., Ltd.
The fourth is the Power System and Core Components Division, and this business adjustment will be enlarged to China CRRC Group. At present, the supporting products of CRRC Zhuzhou Electric Co., Ltd., Chengdu CRRC Electric Co., Ltd., Zhuzhou CRRC Times Electric Co., Ltd. and CRRC Times Power System Branch in the CRRC Group system have all entered the recommended catalogue of new energy vehicles. According to the statistics of Tramway Exchange, in 2020, the number of product announcements supported by these companies under CRRC Group ranked third. Judging from these actual achievements, CRRC era relies on CRRC, which has excellent power system technology and talent reserve.
Moreover, in order to promote the development of power system business, Changsha CRRC Zhiyu New Energy Technology Co., Ltd. (hereinafter referred to as "CRRC Zhiyu") was established in May 2020, and the head of the company was transferred from Feng Xue, the former general manager of CRRC marketing center, which shows that CRRC era attached importance to power system business. According to Tramway Exchange, as the core of CRRC Group's vehicle business, CRRC Times Power System Branch has the most complete technical reserve team of CRRC Group, which is the brain of CRRC Group's core technology. The future does not rule out the merger of CRRC Times Power System Branch and CRRC Zhiyu.
Market changes promote enterprise change.
Although the development of new energy vehicles is in full swing, the business of new energy city buses has moved from star stage to thin dog stage.
Let's first look at the demand for buses in new energy cities. 20/KLOC-In March of May, the Ministry of Transport proposed that by 2020, the total number of new energy vehicles for urban public transport, rental and urban logistics distribution will reach 300,000, including 200,000 new energy city buses. In other words, the initial goal is to sell 200,000 vehicles within five years.
However, the growth rate later exceeded expectations. By 20 18, the number of buses in new energy cities will reach 300,000, and the promotion goal of 20 15 will be completed ahead of schedule. So in July of the same year, the Ministry of Transport adjusted the total promotion to 600,000 vehicles.
How big is the market for new energy city buses? Tramway learned from China Road Transport Association that the annual demand for new energy buses in China will not exceed 200,000.
But at present, the production capacity of the industry has obviously exceeded this level. A few years ago, the "investment for market" made many auto companies deploy production capacity widely all over the country. According to public statistics, the production capacity of new energy buses deployed by Yinlong alone is close to 50,000. Yutong and Zhongtong, the leading enterprises in the industry, have also prepared enough production capacity.
The market capacity is only so large, but there are many participants, and the production capacity has far exceeded the actual demand. Public transport in new energy cities has entered the stage of overcapacity. For any bus company, if it wants to continue to achieve growth, it must constantly explore new business.
As we all know, buses in new energy cities generally rely on local financial allocations to buy cars. However, due to the epidemic, local fiscal revenue will drop sharply in 2020. According to the data of the Ministry of Finance, the fiscal revenues of Beijing, Shanghai, Chongqing and Guangzhou will all decline to varying degrees in 2020. Taking Tianjin as an example, the local fiscal revenue in 2020 was192.08 billion yuan, down 20.3% year-on-year.
The local fiscal revenue has decreased, but the demand for car purchase still exists, so there are only two ways, either to suspend car purchase or to reduce the budget. No matter which choice, the direct impact is that the industry shrinks and enters the stage of low gross profit margin.
At present, the production and sales scale of CRRC has entered the first echelon of domestic bus industry. According to insurance data, in 20 19, the sales volume of new energy buses in CRRC era was 5 102, ranking fourth in the industry. In 2020, the sales volume in CRRC era was 5,200, ranking third after Yutong Bus and Jinlong Automobile Group. For enterprises like CRRC era, after entering a certain stage, they will inevitably experience a profound organizational change.
According to the recommended catalogue information of new energy vehicles by Tramway, the number of bus applications in CRRC era reached its peak in 20 18, and then the number of products showed a downward trend. However, in the CRRC era, sanitation vehicles were laid out in 2020, and 13 was declared in that year. In 2020, the newly started sanitation vehicle business will achieve sales of more than 65438+ billion yuan. At present, Yibin, Zhuzhou and other places have begun to put CRRC sanitation vehicles in batches. The sanitation vehicle business started well and the market prospect is broad. It is normal for the sanitation business to be split into business divisions.
The article is taken from Beijing Tramway 202 1030 1.