"The China market is undergoing rapid changes. By 2030, we predict that the sales of electric vehicles will reach130,000, and the sales of internal combustion engines will drop to170,000. We must be prepared to cope with the future changes in the China market, and the overall business needs to be adjusted and adapted, including the spare parts business. " Diss, CEO of Audi, described the prospects and countermeasures of the electric vehicle market in China.
Based on this judgment and expectation, Audi AG is carrying out an all-round electrification layout in China. On May 29th, Audi AG took a stake in Jianghuai and Guo Xuan Hi-Tech, which is the best example. On the same day, Audi AG invested 654.38 billion euros in JAC, increasing its shareholding in JAC Volkswagen to 7%, and obtained the management right of the company. At the same time, about 1 1 billion euros invested in Guo Xuan Hi-Tech, and obtained 26% equity.
At present, Volkswagen has owned three joint ventures of SAIC Volkswagen, FAW-Volkswagen and JAC Volkswagen in China, and established and opened new energy vehicle production bases in Shanghai, Foshan and Hefei. With the increase of JAC Volkswagen's holdings and its shareholding in Guo Xuan Hi-Tech, the electrification curtain of Audi ag in China market is slowly opened.
Products: Increase the holdings of Jianghuai Volkswagen and improve the layout of small electric vehicles.
Volkswagen's plan is to complement the new energy products of Jianghuai Volkswagen, SAIC Volkswagen and FAW-Volkswagen, aiming at different market segments. Among them, North and South Volkswagen focuses on the mid-to high-end market, and Jianghuai Volkswagen focuses on the small new energy vehicle market. The increase in JAC Volkswagen's holdings will make Volkswagen's layout in the small electric vehicle market more perfect.
"Small new energy vehicles will be the advantage and brand entry point of Jianghuai Volkswagen." Edith said, "If we want to further promote the electrification strategy, we can't just rely on two partners. We need more strategies and brands. Jianghuai Volkswagen and the other two companies will play a very good complementary role, and the synergy will be very obvious, which will also be of great benefit to the promotion of MEB platform products in China and the promotion of product sales. "
Audi CEO Diss
Feng explained that although the energy density of the small electric vehicle launched by Jianghuai Volkswagen has decreased, it has unique advantages in price and safety, which meets the needs of price-sensitive users. He introduced that by 2025, Jianghuai Volkswagen will have 4-5 pure electric vehicle product portfolios.
Volkswagen plans to launch about 30 domestic new energy vehicles by 2025. Prior to this, SAIC Volkswagen has launched new energy vehicles such as Tiguan L plug-in hybrid version and LaVida pure electric. FAW-Volkswagen also introduced hybrid versions of Tan Yue, pure electric golf and pure electric Bora. In June 5438+10, SAIC-Volkswagen MEB factory will put into production Volkswagen ID series electric vehicles, and FAW-Volkswagen Foshan factory will also produce MEB platform models. Jianghuai Volkswagen's small electric vehicles will cooperate with it to help the public explore the domestic electric vehicle market.
In order to make Jianghuai Volkswagen's small electric car win, Volkswagen has made various preparations. Feng introduced that the investment in Jianghuai Automobile was 654.38 billion euros, and the investment focus was on Jianghuai Volkswagen Joint Venture Company, not Jianghuai commercial vehicles and heavy trucks. In addition, after increasing the shareholding of JAC Volkswagen, JAC Volkswagen will make decisions according to the group standards, which will be faster and more efficient.
Regarding the future product competitiveness, Feng replied: "Audi's new energy vehicle strategy has never been based on a large number of government subsidies. Our strategy is to launch highly competitive and attractive products in the field of new energy vehicles to win the market. "
R&D: the whole line layout from vehicle to battery.
According to Feng, at present, the Jianghuai Volkswagen Center and Design Center in Hefei are under construction and are expected to be completed before the end of this year. After the R&D center is put into use, JAC Volkswagen can further develop and test electric vehicles and related products in Hefei.
Jianghuai Volkswagen R&D Center will play an important role in the Volkswagen R&D system. Diss said that it can expand Volkswagen's patent pool, gain more R&D capabilities, patent pool and technical reserves, and lay a good foundation for Volkswagen's next development in the China market and even the global market.
Feng, CEO of Audi Automobile (China) Co., Ltd.
At the same time, Jianghuai Volkswagen R&D Center can also promote the linkage of R&D, technology and design. For example, Guo Xuan Hi-Tech, a shareholder of Volkswagen, will have a geographical synergy with Jianghuai Volkswagen. Guo Xuan Hi-Tech and Jianghuai Volkswagen are both located in Hefei, Anhui, and their R&D centers and production bases are also located in Hefei. In the future, Guo Xuan battery will become the main battery supplier of JAC Volkswagen. Both of them can produce strong logistics and R&D synergy, improve efficiency and reduce costs.
In addition, Volkswagen's shareholding in Guo Xuan Hi-Tech will also help its layout in the research and development of power battery cells and deeply participate in the whole industrial chain of power battery cells.
"Guo Xuan Hi-Tech is the third largest battery supplier in China. It has strong research and development capabilities in the chemical composition of batteries and batteries, and also has good control over the raw material supply chain of batteries, which is of great significance for the current and future production and supply of batteries. "
Feng said, "By taking a stake in Hi-Tech, we can participate in the complete value chain of electric vehicles and battery cell production and strengthen research and development in the battery field."
Production capacity: The total production capacity of electric vehicles has reached 700,000.
Volkswagen's investment and layout in the domestic electric market goes far beyond investing in Jianghuai and Guo Xuan. According to Feng, in addition to the investment of 2 1 billion euros in Jianghuai Volkswagen and Hi-Tech, Volkswagen also has an investment plan of 4 billion euros in China, 40% of which will be used in the field of electric travel to help the public explore the domestic new energy vehicle market.
At present, SAIC Volkswagen MEB factory has been completed. This factory is the first MEB platform factory of Audi AG in China, and will be put into operation on June 5438+ 10.
Saic Volkswagen MEB factory
At the same time, FAW-Volkswagen Foshan MEB factory has also completed the transformation, which is the main position of FAW-Volkswagen electrification, and Volkswagen ID series models will be produced here. When these two factories are officially put into production, Audi AG will add 600,000 pure electric vehicles in China every year to meet the future demand of the fast-growing electric vehicle market in China.
Jianghuai Volkswagen's new factory is also under construction, with a planned annual production capacity of 6,543,800 vehicles. By then, the three joint ventures will work together and the total electrification capacity will exceed 700,000 vehicles. It provides a capacity reserve for Volkswagen to implement the electrification strategy in China.
Battery: participate in the whole industry chain and diversify the layout.
"In our future battery supply pattern, Guo Xuan Hi-Tech will become an indispensable part," Feng said.
Shares in Guo Xuan Hi-Tech will have the following effects on Volkswagen.
The first is to ensure the demand for power batteries. The public demand for battery capacity will greatly increase. Feng predicted that Volkswagen will increase the battery capacity of 100GWh from now until 2025. Guo Xuan Hi-Tech is the third largest power battery supplier in China, and its shipments are second only to Contemporary Ampere Technology Co., Ltd. and BYD. Participating in Guo Xuan Hi-Tech can provide a strong guarantee for the demand of Volkswagen power batteries.
In Volkswagen's planning, Guo Xuan batteries should be supplied not only to Jianghuai Volkswagen, but also to SAIC Volkswagen and FAW-Volkswagen. Diss said, "Guo Xuan's battery capacity, resources and capacity can be used by three partners, not only to support Jianghuai Volkswagen, but also to support SAIC Volkswagen and FAW-Volkswagen. For the first batch of products of MEB platform in China, Contemporary Ampere Technology Co., Ltd. is the main battery supplier, and Guo Xuan Hi-Tech will also play an important role in the battery supply of subsequent products of MEB platform. "
The second is to diversify the battery supply chain. Avoid the risk of damage to the power battery.
"Considering our huge demand for batteries, we need to have multiple supplier layouts, which not only meets the larger demand increment, but also helps us achieve more balanced risk management." Feng said to him.
In addition, Guo Xuan Hi-Tech's LFP battery is highly compatible with Jianghuai Volkswagen's product positioning. Jianghuai Volkswagen will focus on the small electric vehicle market, which is characterized by high price sensitivity. Guo Xuan Hi-Tech has strong technical strength in LFP lithium iron phosphate battery. Although the energy density of LFP is low, the battery safety is high and the cost is lower, which is very suitable for the product positioning of Jianghuai Volkswagen.
label
In addition to the above measures, Feng said, "A very important factor in developing new energy vehicles in China is perfect charging facilities. For buyers of new energy vehicles, we should not only consider how much subsidy they can enjoy when buying new energy vehicles, but also consider whether they have efficient and reliable infrastructure after buying new energy vehicles, including ease of use and reliability in the workplace, at home and throughout the charging network. In view of this, we are also building a charging infrastructure in China. "
After these layouts, Volkswagen's new energy chess game is clearly displayed. Once the new energy vehicle market in China breaks out, Volkswagen will take the lead.
"The China market is very important to us. At the German headquarters, no one dared to imagine what impact it would have on the Group's business without the strong support of the China market under the COVID-19 epidemic. " Diss summarized the impact of this investment on the future of Audi AG (China):
"First of all, these two strategic investments will increase and broaden the development of our electric vehicle travel business in China, and Jianghuai Volkswagen can better develop and sell new electric vehicle models that are very attractive to China market and China consumers."
"Secondly, through the cooperation with Guo Xuan, we can also greatly guarantee the supply capacity of batteries in the future and meet the needs of the Group's vehicles. We can also gain important experience in battery, which is very important for Volkswagen Group. This investment is of epoch-making significance. "
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.