1.？ The two most frustrated people in China are getting married: the merger of FCA and PSA.
The merger of FCA and PSA is the focus of 20 19 global automobile industry. After the merger, the new company is expected to become the fourth largest automobile enterprise group in the world. However, people's expectation for this brand-new company is not so much Carlos Tavares's expectation as the entrepreneur who miraculously led Opel to turn losses into profits. However, the industry also has different views on the merger of the two. PSA and FCA have their own problems, and their similarity in China market is that they are both losers. On a global scale, the two major companies are now slow to respond to the new four modernizations, unwilling and unable to cope with the sky-high R&D expenditure. Merger may be the only way to stimulate synergy and dilute R&D costs. However, many people believe that the merger of the two major car companies and the lack of technical reserves for the new four modernizations will only lead to the accelerated decline of the two major car companies.
2.？ Musk is still the biggest winner of new energy: Tesla's China factory is put into production, which model? 3 start delivery
When people teased that Li Bin was the "worst" person in China's automobile industry in 20 19 because of Weilai, Tesla seemed to have come out of the shadows and become the darling of the spotlight again.
20 19 seems to be a happy year for elon musk. Models? 3 Starting large-scale delivery means that Tesla has stood on the edge of profit. China factory started trial production in the fourth quarter, which means Tesla will enter the world's largest new energy vehicle market without any obstacles. To this end, Shanghai had to give up Weilai's qualification to build a car and coordinate huge bank loans for Tesla. Tesla models enter the market at low prices? There is no doubt that it will have a huge impact on the domestic new energy vehicle market, especially in terms of product performance. Tesla really makes many traditional automobile giants feel ashamed, not to mention a number of domestic electric vehicle companies. The annual output of 500,000 vehicles also gives Tesla the ability to radiate the Asia-Pacific market based in Shanghai. Shanghai Municipal Government introduced Tesla at a high price. I don't know whether it can promote the upgrading of the domestic new energy automobile industry or attract a mess. I sentenced my own brand, especially the new force of making cars, to death in the era of electric vehicles in advance. In addition to Shanghai, Tesla's base in Europe has also been chosen in Berlin, Germany, and the strategy of challenging the strongest country in the global automobile industry has become very obvious. I don't know how ABB will respond, but one thing is certain, ABB will never wait.
3.？ A negative textbook of crisis public relations in the era of social media? Mercedes-Benz "hood" incident may not be accidental.
Perhaps even Mercedes-Benz didn't expect that a new car quality and after-sales service problem that needs to be dealt with in major OEMs will eventually become a hot topic that has aroused widespread public concern because of a video of "female car owners crying on the hood" on social media. By the way, the financial service fee that may have been the unspoken rule of the industry will be brought to the table. In the whole process, Mercedes-Benz's crisis public relations response can be described as losing ground, which is a negative teaching material in the social media era. We don't need to go into details about the incident itself. For other OEMs, the Mercedes-Benz "hood" incident is definitely not accidental. In the increasingly fierce market competition, in addition to ensuring the standardization of product quality and after-sales service, social media communication management and crisis response may also need to make up.
4. Will GM still be good? The strike of North American auto workers cost them $4 billion.
Under the wave of new energy and the new four modernizations, has the traditional automobile really become a sunset industry? In any case, on 20 19, multinational auto companies laid off employees and auto workers went on strike one after another, especially in North America.
As more and more domestic car companies enter Europe and the United States, the trade union issue will naturally become an aspect that we need to focus on in the future. In the face of the worst strike in history, GM lost as much as $4 billion, which made GM feel distressed about investing heavily in forward-looking technology. Behind the strike is actually the best portrayal of GM's lack of competitiveness among North American and even global car companies due to its high labor costs and heavy pension burden. The last bankruptcy of GM in North America is still fresh in my mind. At that time, it was not so much the financial crisis or huge organizational structure that brought down GM, but rather that it was as big as the American Automobile Union. For the influential UAW, even a person as big as the president of the United States is hard to offend easily, let alone the local state government and members of the Senate and House of Representatives. In the end, GM could only choose to compromise. FCA and Ford agreed to UAW's request early, making GM the biggest victim of this round of strike. However, the bribery scandal of UAW executives that broke out later also made people know that even the United States, which claims to be the most democratic and has a strong anti-corruption agency, is in chaos.
5. The romantic Frenchman lost to China again? Changan Peugeot Citroen disintegrated Baoneng into the game.
Peugeot Citroen is a typical French car in China. Aside from the old saying that GAC Peugeot failed, DS brand 20 19, once the spokesperson of French goddess Sophie Marceau, has become the most frustrated French car representative in China.
With Baoneng taking over 50% equity of Changan Peugeot Citroen, DS brand with negligible sales volume gave up its cooperation with Changan Automobile. Although China's automobile market is still the largest in the world, and the domestic luxury brand market segment is still growing, as the domestic automobile market changes from incremental market to stock market, brands with insufficient brand power and product power will face more and more challenges. Suzuki and Fiat have left China, and foreign brands such as Ford, Peugeot Citroen, ds and Kia, which were once all-powerful, are inevitably facing an increasingly marginalized situation. No one can predict the future. Whether Baoneng, who took over the DS factory, took a fancy to the factory and equipment of DS Shenzhen factory or the land in Shenzhen, it will take time to reveal the real intention behind Baoneng.
6. Policy boots for accelerating the elimination of backward technologies: the implementation of the National Sixth Congress and the decline of the new energy subsidy policy.
National VI Implementation: The Emission Limits and Measurement Methods of Light Vehicle Pollutants (China Phase VI) was officially implemented on July 1 2020, but many key cities were caught off guard by the early implementation of National VI B emission standards. The appearance of terminal discounts has really ushered in a long-lost but short-lived climax for the long-lost auto market. However, with the clearance completed, the auto market immediately turned cold. The implementation of the "National Sixth Plan" may be an increase in costs for large enterprises, but for small enterprises, it may be a disaster to withdraw from first-and second-tier cities, or even a cliff-like decline in sales.
At the same time, the implementation of the new energy subsidy policy also led to a sharp year-on-year decline in the domestic new energy market from July to165438+1October. The decline in sales of new energy vehicles and the sharp reduction in subsidies will accelerate the delisting of independent brands that rely on subsidies, and at the same time help the resources of the domestic power battery industry to be concentrated again in the head enterprises, and a wave of mergers and acquisitions from OEMs to battery enterprises will be inevitable.
7. Ford China's accelerated decline: Can coaching change solve the problem?
At the beginning of 20 19, Ford China invited veteran Chen Anning to take charge of China business, and then a group of local professional managers such as Song Yang and Mao Jingbo joined in. It is Ford's prescription to reverse Ford's unfavorable situation in China through more grounded local executives. In addition to local executives, Ford also listed its China business as an independent business unit to report to the world, giving it greater decision-making power to speed up the progress of many projects. In addition to Ford, Volkswagen and Toyota will separate their business in China, which shows that they attach great importance to the China market. In the future, China market will become the winner of global market hegemony.
8. China car companies going global: Great Wall Geely is competing in another battlefield.
Even from the policy point of view, the share ratio limit of foreign car companies is about to be released, but the Smart project, the Beam project and the Toyota BYD joint venture company can still hold the share ratio of 50:50, which is enough to make Chinese people proud. Geely and Great Wall are leading auto companies with independent brands in China, and they have strong system capabilities. For Mercedes-Benz and BMW, the cooperation with them can attract the strong support of the relatively weak smart and MINI, and promote their current sales performance by taking it to the next level. BYD is the vanguard of new energy vehicles in China, with perfect vehicle layout and rich operating experience. With the help of BYD's experience, Toyota, which is one step behind in pure electric vehicles, can realize the listing of pure electric vehicles in China in the shortest time, so as to catch up with Volkswagen's upcoming MEB model in China.
9. Old cars and guns join hands to lay out new trips: Mercedes-Benz and BMW deepen cooperation in the field of mobile travel.
Mobile travel is an important direction for almost all OEMs to transform in the future. The most important reason is that the car ownership mode of the younger generation is undergoing profound changes, and the profits of the traditional car manufacturing end are greatly diluted. As a representative car company of luxury brands, Mercedes-Benz BMW invested 1 billion euros in 20 19, and set up five joint ventures with a ratio of 50:50, covering five brands, namely ReachNow, ChargeNow, ParkNow, ShareNow and FreeNow. The ambition of the two old enemies to jointly lay out the mobile travel field, exert the greatest synergy and seize the largest market share in the shortest time has been revealed.
10, is it a show or a prelude to integration? Three state-owned enterprises jointly launched T3 travel.
The merger of central enterprises of FAW, Dongfeng and Changan has always been the focus of media attention, especially with the completion of the national defense transition of the top three automobile companies and the acceleration of the merger and reorganization of central enterprises in other industries, it has increased the attention of all parties. However, in 20 19, we did not wait for the merger of the three central enterprises. On the contrary, T3 Mobile Travel Company, which was jointly funded by three central enterprises, started to operate and deployed the V.D.R security protection system as a sharp weapon to attack the mobile travel market. Facing the challenge of Didi and the mobile travel projects of many car companies, the future of T3 is still unknown, but the curtain of deeper cooperation and gradual merger of the three central enterprises in the new four modernizations seems to have been opened.
1 1, the most like the annual finale of Hollywood movies: Ghosn fled Japan under heavy surveillance.
20 19 The most controversial and interesting international event in the automobile industry is undoubtedly Ghosn's successful escape from Japan on the last day of the front pages of major media around the world.
Ghosn's escape incident undoubtedly gave Japanese police, border inspection, customs and many other institutions a loud slap. A living person was taken out of the country under layers of personal surveillance, and it was enough to embarrass our neighbors by openly accusing Japan of political persecution in Lebanon thousands of miles away.
Despite this dramatic escape, Ghosn led Nissan to turn losses into profits and founded the Nissan-Renault-Mitsubishi Alliance, which is one of the few classic cases of successful integration of global automobile companies. However, Ghosn, with a rather overbearing style, never leaned down to listen to the opinions of his Japanese colleagues, pursued scale and sales in a radical or even paranoid way, ignored the profits of products and companies, and had a huge conflict with the conservative Japanese business culture. Being ousted by Japanese colleagues is both unexpected and reasonable. However, even with such a big contradiction, the three auto companies did not let the alliance fall apart. At present, the automobile industry is facing huge investment in the field of "new four modernizations", which makes everyone have to hold a group to keep warm. Just how to make this alliance run more efficiently in the future and exert the greatest synergy. In fact, it may still need a Ghosn figure to reintegrate. I just don't know when this strongman will come. Will the new strongman be ousted and put in prison in the future?
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.