However, this is not the case. Soon, the two companies stated that they would never build a car, and the imaginations caused by it were instantly shattered. As the leading enterprises in the field of automotive intelligent system providers and automotive battery suppliers, Huawei and Ningde seem to know better that the industry has specialization. The two companies have many partners in the automotive field, and the cooperation with Chang 'an is also an auxiliary win.
"Building a car" is not my business, nor is it my intention.
165438+1On October 25th, Voices Community, Huawei's internal website, published an internal document entitled "Resolution on Business Management of Smart Auto Parts", reiterating that Huawei does not build complete vehicles, but focuses on ICT technology to help car companies build good cars and become an incremental parts provider of intelligent networked vehicles. The document was issued at will. At the end of the article, it is emphasized that "whoever gives an idea to build a car and interfere with the company in the future can be transferred from his post and find another post". While officially announcing not to build a car, Huawei also adjusted its organizational structure and comprehensively adjusted its smart car business. Huawei currently has four BG's: operator BG, enterprise BG, consumer BG and Cloud &; Artificial intelligence products and services BG and Abu, namely smart car solution BU.
"Huawei's current strategy is to accumulate its own core technologies and empower the outside world in order to make the entire industrial chain work. At this time, he especially needs the support of his partner, not the so-called "eating alone." "If someone keeps saying that they build their own cars, it will have a great negative impact on the cooperation between Huawei and many other car companies. If these car companies are worried, the promotion of Huawei's entire strategy will be affected. " Ma Jihua, founder and chief analyst of Darrouy Consulting Group, believes that "after the integration of Huawei's automobile business, it will be of great benefit to the in-depth cooperation with automobile enterprises in the future. In the past, Huawei only focused on vehicle integration, mainly providing technology to automobile manufacturers. Once it is combined with consumer business, the car is regarded as a big mobile phone, which can give full play to the experience of terminal application development. Through the car as a terminal, it will form a connection with the end users of the terminal, and the industrial value will be much greater than before. "
In fact, Huawei's meaning is very clear, that is, to tell its partners that Huawei is only an incremental component supplier, not a company that does manual work, makes cars and makes cars. Although it has contact with consumers, it will not rob customers with car companies.
From this point of view, Ningde may pay more attention to the joint efforts with Huawei this time. Contemporary Ampere Technology Co., Ltd. has a certain say in R&D, production and sales of power battery system and energy storage system of new energy vehicles, and can provide first-class solutions for global new energy applications. Is the world's leading supplier of power battery systems; Huawei is the world's leading provider of ICT (information and communication) infrastructure and intelligent terminals. Obviously, Contemporary Ampere Technology Co., Ltd. can help Huawei to promote the electrification of automobiles, and Huawei can help Contemporary Ampere Technology Co., Ltd. further strengthen its position in the industry. At the same time, both of them can promote the transformation and upgrading of the automobile industry to electrification and intelligence. "But building a car is not a matter for two companies. Stepping into a non-professional field of your own is not as simple as trying, and it may fall a lot. Judging from the performance of the new car-making forces, the funds it consumes are more like filling a bottomless pit. This obviously does not meet the current strategic goals of Huawei and Ningde, so this is a very backward option. " Some insiders said.
The muddy water of cross-border car-making is not good.
Recently, the National Development and Reform Commission (NDRC) issued the Notice on Developing New Energy Vehicle Production and Project Investigation. According to the notice, in response to the State Council's "New Energy Automobile Industry Development Plan (20021-2035)", the Industrial Development Department of the National Development and Reform Commission plans to conduct research on new energy automobile investment projects in the near future. The notice specifically pointed out that all localities are required to report in detail the local automobile investment projects of some cross-border car-making enterprises since 20 17, including the area occupied, construction contents, project progress and completed investment.
As leading enterprises in the industry, Huawei and Ningde are self-evident in their sensitivity to policies. Although the Notice has nothing to do with the two companies, in the long run, cross-border car-making has begun to close down. In the industry, both Huawei and Ningde have unshakable positions. No matter from the policy level or the market environment, neither of them will go to the muddy water of cross-border car making.
"Huawei has always stressed that its positioning in automobiles is an incremental component provider for intelligent networked vehicles. In the future, Internet plus travel will develop into a super-large market. As a technology company, Huawei's R&D investment in 2020 will reach 20 billion US dollars, and its incoming intelligent networked cars have natural market acumen and technological advantages. " Yu Qingjiao, Secretary-General of Zhongguancun New Battery Technology Innovation Alliance and Chairman of 100 Battery Committee, said, "I have always believed that China enterprises, represented by Huawei, will surely occupy an important position in the field of innovative frontier products and system solutions." Yu Qingjiao said. In the eyes of the industry, Huawei is becoming the next Bosch. As the world's largest supplier of automotive technology, Bosch is famous for its innovative cutting-edge products and system solutions, and its research and development and production level in all aspects of automotive parts are in a leading position in the world. Automotive technology is Bosch's largest business unit.
The same is true of Ningde's idea. Judging from a series of actions of Ningde this year, it has been deeply cultivating its own business. In February 2020, Contemporary Ampere Technology Co., Ltd. plans to raise 20 billion yuan, of which 3 billion yuan will be used for the "Research and Development Project of Advanced Technology Reserve for Electrochemical Energy Storage". In April, Contemporary Ampere Technology Co., Ltd. and EAST established a new joint venture company to develop energy storage business. In addition, two companies, Xinjiang State Grid Times and Fujian State Grid Times, were jointly established with State Grid Comprehensive Energy, a subsidiary of State Grid, focusing on energy storage business. Throughout the circle of energy storage friends of contemporary Amperex Technology Co., Ltd., the ranks of friends and businessmen are growing, including American Powin Energy, Japanese Next Energy and Resources, State Grid Comprehensive Energy, Xingyun Electronics, Costco, Easy and so on.
65438 Contemporary Ampere Technology Co., Ltd.1The report for the third quarter of 2020 released on October 28th shows that the company achieved operating income of127 million yuan in the third quarter, up 0.8% year-on-year, and net profit of142 million yuan, up 4.24% year-on-year. The highlight hidden in this report is that the net profit of contemporary Ampere Technology Co., Ltd. continued to grow positively in a single quarter after the positive growth in the second quarter. More importantly, the achievements made after the total amount of assets and credit impairment reserves reached 65,438+0,065,438+0.4 billion yuan. That is to say, if the loss of101400 million yuan is excluded in the third quarter, its net profit in the first three quarters will increase by 25.78% year-on-year, 77.69% year-on-year and 102.5% quarter-on-quarter. Judging from the known data, it is very likely that Contemporary Ampere Technology Co., Ltd. will be the first in the world in September, and Contemporary Ampere Technology Co., Ltd. will have the opportunity to return to the first in September from 1. In other words, in 2020, Contemporary Ampere Technology Co., Ltd. will achieve the world's first battery installed capacity for four consecutive years.