In the process of intellectualization, networking, electrification and * * * enjoying the new four modernizations, no enterprise can undertake such huge capital, manpower and technology output alone. There is no guarantee that under the condition of independent development, it can maintain a leading position in future changes.
At the same time, domestic automobile consumption has been declining in recent two years, and the competition among automobile enterprises has become increasingly fierce. How to survive in the stock market and seek a higher market share has become an important issue for car companies.
Under the dual pressure of the new four modernizations and the "cold winter" of the automobile market, it has become a tacit understanding for automobile enterprises to hold a group and deepen cooperation.
"In the period of industrial transformation, the investment in research and development of new products and technologies is huge, which is a heavy burden for individual car companies. Through cooperation, investment can be reduced and the research and development cycle can be shortened. This is the road for enterprises to choose independently. " On February 29th, 65438, Ren Wanfu, a senior auto industry analyst, told us.
Since the beginning of this year, the drama of "marriage" between car companies has been constantly staged. We sorted out the "marriage" cases of the top ten automobile enterprises in 20 19 to show how the changing automobile industry moves towards the future through reform and development.
Join hands with Daimler? Geely wants to build a high-end electric intelligent brand
Mode: set up a joint venture company? * * * Run the smart brand together.
Event: On March 28th, Geely and Daimler announced that they would set up a joint venture company to jointly operate and promote the transformation of smart brand on a global scale, and strive to build smart into the world's leading high-end electric smart car brand. The joint venture company is headquartered in China, with each party holding 50% of the shares.
Compared with Geely's global "buy-and-buy" expansion, taking over smart this time seems to be "facing difficulties" to the outside world.
It is reported that the brand's sales in recent years have been tepid, which has greatly dragged down the company's performance. According to Mertz Bank's estimation, the accumulated loss of smart brand is about 30.3 billion yuan, and the annual loss is about 65.438+0.5 billion yuan.
However, Geely Group is full of confidence in this. Li Shufu, Chairman of Geely Holding Group, said: "smart has unique brand charm and core value, and its development momentum is good. This cooperation project is full of hopes and challenges and is of great significance to both sides. "
Due to the decline in sales, smart has announced its withdrawal from the US and Canadian markets this year. In China, there is no obvious advantage in the development potential and market share of small cars. Geely will face many difficulties if it wants to build a high-end electric smart car brand with Smart.
In this regard, Cao He, secretary-general of the Automobile Chamber of Commerce of the All-China Federation of Industry and Commerce, believes that Geely wants to take advantage of the brand advantages and technology of smart and wants the domestic mini-car market. However, the smart brand itself is not successful, so there is great uncertainty in the future development of the joint venture company.
What qualifications does FAW Li Xia have to marry Bo County?
Mode:? When the joint venture was established, FAW Li Xia transferred its production qualification to Bo County, which is a new force in automobile manufacturing.
Event: On April 29th, FAW Li Xia announced that it planned to invest in assets and liabilities related to the whole vehicle, such as land, factory buildings and equipment, and Nanqi Bojun Automobile set up a joint venture company in the company's location with cash contribution to produce new energy vehicles. At the same time, FAW Li Xia will help Bojun formally obtain the national new energy vehicle production qualification.
Mars, vice president of Bojun Automobile, told us that Bojun Automobile invested more than 654.38+billion yuan, and it has absolute controlling rights, while FAW Li Xia mainly provided factories, personnel and production qualifications.
In fact, FAW Li Xia has been losing ground in the domestic automobile market, and this cooperation with Bojun Automobile is only struggling to survive in the brutal market competition.
On February 22nd, 65438, FAW Li Xia was officially transferred from FAW to Wu Tie, and the last "shell" resources of FAW Li Xia were all used up. There are speculations about the future of the joint venture between FAW Li Xia and Bojun Automobile.
Meng Junkui, director of FAW Li Xia, replied that the production qualification of FAW Li Xia has been transferred to Bojun, and the application is being submitted to the state according to the procedures. As for the production of Bojun model, it should be decided according to its subsequent production plan. From this point of view, it seems that the cooperation between them has not been affected by the transfer of the controlling right of FAW Li Xia.
It is reported that Bojun's first product Bojun iV6 is expected to be delivered in mass production in 2020. However, the new force of building cars in the past two years is not satisfactory, and Boshan Automobile, which has not been delivered in mass production so far, will also face many variables.
Changan Suzuki joins hands with Green Chi Automobile? "Revitalize" idle production capacity
Mode: Sign a cooperation agreement, and Changan Suzuki will OEM the new Lv Chi models.
Event: On May 24th, Lv Chi Automobile and Changan Automobile formally signed a strategic cooperation agreement in Chongqing. At the same time, Lv Chi Auto also signed a joint manufacturing contract with Changan Suzuki, which is a cooperation case in which the new forces of car manufacturing jointly seek production qualification.
Since Changan Suzuki suffered a business crisis, it has not improved, and Suzuki also withdrew from the domestic market on 20 18. Changan Suzuki, which almost stopped production, is facing the problem of high idle capacity. The cooperation with Lv Chi Auto will help Changan Suzuki solve some idle capacity problems.
According to the agreement, Changan Suzuki will use its second factory built in 20 13 to produce cars for Lv Chi.
Lv Chi Automobile was founded in August, 2065438+2006, and it has been very low-key and unknown to the industry. This time, besides cooperating with Changan Suzuki, we also announced the production plan of its first product, M500 (internal code).
It is reported that this green chi is positioned in a pure electric SUV? M500 will be officially launched next year. Whether the cooperation between Changan Suzuki and Lv Chi can stand the test, I believe the market will give an answer soon.
Volkswagen, FAW, Jianghuai and Star Charging Cooperation? Layout charging equipment industry?
Mode: Establish a joint venture company, realize self-production and marketing of charging service, and seek market share of charging equipment industry.
Event: On July 1 1, Anhui Jianghuai Automobile Group Co., Ltd., Volkswagen (China) Investment Co., Ltd., China No.1 Automobile Co., Ltd. and Star Charging established CAMS New Energy Technology Co., Ltd. in Changzhou, Jiangsu Province, aiming at charging the infrastructure industry.
Among the new companies, Volkswagen, FAW, Star Charging and their brother companies each hold 30%, and Jianghuai Automobile holds 10%.
On February 3, 65438, the Ministry of Industry and Information Technology solicited opinions on "New Energy Vehicle Industry Development Plan (202 1-2035)", and the opinions pointed out that China plans to achieve the goal of new energy vehicle sales accounting for about 25% by 2025. It can be seen that the blue ocean market in the field of charging has great potential, and the competitive layout of car companies in this industry will become more and more fierce.
Su Weiming, chairman of CAMS and global executive vice president of Audi AG, once said, "In 2025, we estimate that the market share of new energy vehicles will definitely exceed 25%, and we will definitely maintain our market in the field of charging."
With the gradual deepening of the layout of pure electric vehicles by giants such as Volkswagen and FAW, Camax's new energy development will follow suit.
In fact, the establishment of Camus already has the first-Mover advantage. Star charging cooperates with domestic car giants such as FAW and Volkswagen, and the resulting charging service bill naturally blooms with Maisi New Energy, and its competitiveness in the charging equipment industry is self-evident.
Volkswagen and Ford join hands to launch the "new four modernizations"
Mode: Cooperate with each other in pure electric vehicles, autonomous driving and other fields to achieve strong alliance.
Event: On July 12, audi ag and Ford Motor Company announced that they would extend their global strategic alliance to electric vehicles and autonomous driving.
The main contents include that Ford will use Volkswagen's electric vehicle architecture and modular MEB electric platform, and the two parties will also cooperate with Argo, Ford's self-driving car technology platform company, in the US and European markets. AI has conducted in-depth cooperation.
In fact, many car companies are undergoing a pure electric transformation. Because Ford's pace is slow, it is more difficult for the elephant to turn around. The direct choice to cooperate with Volkswagen and adopt the MEB architecture of Volkswagen is expected to accelerate its development in the field of pure electrification.
At the same time, in the field of autonomous driving, Volkswagen will report to Ford's autonomous driving company Argo? AI？ As part of the deal, Volkswagen will continue to buy Argo worth $500 million from Ford. AI shares, then, Argo? The same is true of the shares of Ai Company.
Volkswagen's investment in Ford Autopilot Company is conducive to the in-depth layout of Volkswagen in the field of autonomous driving. At the same time, lending MEB platform will also strengthen the strength of both parties in the research and development and production of pure electric vehicles.
As a global automobile giant, under the impetus of the new four modernizations, the strong alliance between them has become the norm. In the future, the cooperation boundary between automobile enterprises will be further narrowed and the cooperation field will be more open.
Jiangling, Chang 'an and Aichi realize joint venture and cooperation.
Mode: introducing private capital to realize mixed reform of state-owned enterprises.
Event: On August 16, the joint venture company of Jiangling Group, Changan Automobile and Aichi Automobile held a meeting and announced the establishment of the mixed reform of Jiangling Holdings. It is reported that New Jiangling Holdings is jointly owned by Aichi Automobile, Jiangling Group and Changan Automobile. 50%? :? 25%? :? 25%? The reorganization of share ratio has also become the first case of mixed ownership reform of central enterprises, local state-owned enterprises and private enterprises in the domestic automobile industry.
Externally, the combination of the three forms a win-win situation. Jiangling and Changan Automobile have encountered operational difficulties in recent two years. The entry of Aichi Automobile is conducive to the introduction of new capital, thinking and market strategy.
For Aichi Automobile, production qualification is the threshold that it must cross. However, due to the obvious decline in automobile consumption and the intensification of competition elimination, the three are more like holding a group to keep warm and resisting the impact of the external market together.
It is understood that the three will carry out innovative cooperation in brands, markets and core technologies such as electrification, informationization and intelligence, and form a complete industrial system and innovation system from key components to complete vehicles.
Regarding the focus of the operation and development of the new company, Fu Qiang, co-founder and president of Aichi Automobile, told us, "At present, the core work of Aichi mainly has three points: integrating social resources, integrating capital resources and integrating human resources. Simply put, it is to integrate the talents, funds and partners of the three parties. "
After the mixed reform is completed, it will take time to test whether new Jiangling Holdings can gain market recognition with brand-new corporate image and brand competitiveness.
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From competition to cooperation? BYD teamed up with Toyota.
Mode: set up a joint venture company, and both parties will give full play to their respective advantages and complement each other in the domestic market.
Event:165438+1On October 7th, Toyota and BYD signed a joint venture agreement on the establishment of pure electric vehicle R&D company. The new company will be formally established in China in 2020, with 50% contribution from Toyota and 50% contribution from BYD. The signing of the joint venture agreement is a continuation of the battery agreement and EV model agreement reached by both parties this year.
As early as July this year 19, BYD and Toyota announced that they would develop pure electric vehicles for cars and low-chassis SUVs, as well as the power batteries needed for the above products. Using Toyota brand, it is planned to launch more than 65,438+00 EV models in China market before 2025.
Vice President Mao Shu, the temple teacher of Toyota, said, "In order to jointly promote the goal of electrification development, I am very happy to surpass the competitive relationship with BYD and become a' partner'. I hope to deepen and develop the cooperation between the two parties through the related business of the new company established with BYD. "
Toyota, which has always dominated the hybrid field, seems to be a bit slow in the field of pure electric vehicles, especially in China, the world's largest automobile consumption market. As one of the leading domestic brands, BYD has formed a certain brand and word-of-mouth effect on domestic consumers, and has also made many breakthroughs in pure electric technology.
The transformation from competition to cooperation and the development of pure electric vehicles will combine the advantages of various companies and continue to amplify their original technological and market advantages, and the outside world is also optimistic about this.
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Take what you need? Great wall, BMW joint venture Beam car
Mode: set up a joint venture company with the same products and independent sales channels.
Event:165438+1On October 29th, the joint venture Beam automobile project between Great Wall Motor and BMW Group was officially launched in Zhangjiagang City, Jiangsu Province. This is also the first joint venture project in China after the liberalization of the joint venture car share ratio, with both parties holding 50% shares.
It is understood that BMW's future MINI pure electric vehicle and Great Wall Motor's new products will be put into production here, but the brands will be sold separately according to the existing channels? .
BMW's intention to choose light beam to produce mini pure electric vehicles has also attracted the attention of the industry. In fact, this is related to the poor sales of MINI in China. Because of the identity of imported cars, MINI brand can't break through its own development bottleneck and wants by going up one flight of stairs. It is a good choice to cooperate with Great Wall Motor. Great Wall Motor has a good reputation and market reputation.
For Great Wall Motor, this is a good opportunity to learn from international operation experience. ? "Through the joint venture project of Beam, Great Wall Motor can learn more from BMW Group in terms of technology, international market operation and understanding of global regulations, which will bring more value to Great Wall Motor." ? Great Wall Motor told us.
With the further strengthening of the strength of domestic independent car companies, some insiders pointed out that if Great Wall continues to invest in the research and development of core technologies, it can further deepen the equal cooperation with BMW, and it is not entirely impossible to reproduce the alliance between Ford and Volkswagen in the future.
PSA and FCA formally merged? The fourth largest automobile group in the world was born.
Mode: The two sides merged to form a brand-new automobile group to meet the global challenges.
Event: 65438+February 18, Fiat Chrysler issued an official statement, PSA and FCA agreed to merge. It is reported that the two sides signed a binding merger agreement, stipulating that their businesses will be merged at a ratio of 50: 50.
Fiat Chrysler said in an official statement that the merged company will become the fourth largest automobile group in the world in terms of sales volume and revenue, with an annual sales volume of 8.7 million vehicles and consolidated revenue of nearly 654.38+07 billion euros (excluding the revenue from FCA Ma Ruili and PSA Faurecia).
Cao He, secretary-general of the Automobile Chamber of Commerce of the All-China Federation of Industry and Commerce, told us that the merger of the two sides has provided an idea for the international automobile industry, but the future is difficult.
In recent years, their development in the world is very slow, especially in the Asian market. Among them, the joint venture of PSA Group in China has been defeated one after another. In addition to the poor sales of Shenlong Automobile, a joint venture with Dongfeng Motor, Changan PSA, another joint venture, has also come to an end.
At present, PSA is planning to sell half of Changan PSA. However, the acquisition has not yet surfaced.
"Compared with the M&A history of the international automobile industry, it takes three years to integrate even if it is merged. If it is unsuccessful, it may be necessary to change it, or even it is not impossible to return to the original place. " Cao He said.
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Is there any pressure on the transformation of state-owned enterprises? Guangzhou Automobile and SAIC have joined hands to reach in-depth cooperation.
Mode: deepen cooperation in core areas and achieve a breakthrough in the transformation of traditional car companies.
Event: 12 On February 23rd, two state-owned automobile groups, GAC and SAIC, signed a strategic cooperation framework agreement. According to the framework agreement, the two sides will cooperate in four aspects: jointly developing core technologies, enjoying industrial chain resources, focusing on new business models and jointly expanding overseas markets.
Regarding when the agreement concerned by the outside world can be implemented, Guangzhou Automobile Group told us, "This is only a strategic cooperation framework agreement. The two sides will promote cooperation through market-oriented mechanisms and promote specific cooperation matters as soon as possible."
The cooperation between the two and the joint layout in many fields are forced by the times and the general trend.
Guangzhou Automobile Group also told us that in the face of opportunities and challenges brought by new technologies and new models, only by integrating resources, opening cooperation and enjoying * * * can we realize the transformation and breakthrough of traditional automobile enterprises.
In the past two years, the domestic auto market has continued to decline. In the first three quarters of this year, GAC and SAIC both faced the pressure of declining revenue and performance.
Since the beginning of this year, the tide of car companies holding groups and cooperation has continued from the beginning of the year to the end of the year. Guangzhou Automobile and SAIC also hope to deepen cooperation and enhance their competitiveness with the help of each other's advantages. The lightning cooperation between GAC and SAIC has surprised the industry by reaching agreements in a number of core areas.
However, it can be seen from many cases that the cooperation between car companies has broken down. Whether group cooperation can achieve practical results still needs to be questioned. As state-owned car companies, GAC and SAIC will use their respective advantages to achieve the goal of strong alliance, and the industry is also very much looking forward to this.
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Whether it is a traditional automobile giant or a new car-making force, how to seize the opportunity of transformation, occupy a new highland and achieve sustainable development under the historical slogan of the new four modernizations is an urgent problem to be considered.
At this stage, car companies deepen cooperation, and holding a group to keep warm has become one of the important means. The joint venture of car companies in Lian Heng can not only create new platforms and technologies through resource sharing, but also help to improve the market competitiveness of both parties.
With more and more contestants, the track will become more crowded. In the fierce competition environment, the layout of automobile enterprises in the whole automobile industry will be further deepened, and "marriage" cooperation will become the normal state of the future industry.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.