Text/"Autobot" Lushan
On September 26th, Beijing Auto Show arrived as scheduled. As a window of China's opening-up and innovation, this year's Beijing Auto Show is destined to be extraordinary under the situation of rampant epidemic, decoupling between China and the United States and turbulent global political and economic situation.
Under the new economic model of "internal circulation" proposed by the government, independent brands are playing the leading role at the auto show. Independent brands make collective efforts to help themselves gain a foothold with innovative technologies and models; Traditional fuel vehicles are weak in innovation, giving new energy vehicles enough room for development. A larger new energy lineup has become a show about people, cars and the future; The global automobile market is in a downturn. Although the China market is unique, the crisis and pressure are hard to hide. The auto show has also become a platform for the heads of major auto companies to face the situation. ...
What did they say at this year's auto show?
"Everything is for consumers, everything is for consumers, and everything is humble to consumers." At the Hongqi booth, Xu Liuping, Chairman and Party Secretary of China FAW, focused his attention on users, not only personally introduced the upcoming customized service of Hongqi 202 1, but also explained the first principle of the new era and new Hongqi with three "each".
At the press conference, Hongqi's first full-size flagship and intelligent pure electric SUV? Hongqi E-HS9 also officially opened for pre-sale, with a pre-sale price of 550,000-750,000 yuan. 20 17-2020, the sales volume of hongqi increased 42 times in four years, creating a new "flag diameter" in the new era.
For Dongfeng Group, the auto show brought four series of passenger cars, driverless cars and powertrains, as well as two new complete vehicles, 1 platform and 1 intelligent cockpit released by Lan Tu Automobile this year. Zhu Yanfeng, Chairman and Party Secretary of Dongfeng Company, said: "These products explain Dongfeng's understanding and thinking about the future automobile life, Dongfeng's exploration and practice of combining technology and market in the new wave of scientific and technological revolution and industrial transformation, and Dongfeng's responsibility and responsibility as an industry leader to promote innovation-driven and independent development."
Changan Automobile officially released UNI (Changan Gravitation), a high-end product sequence of passenger cars positioned as "future technology production cars", and will launch five models including three SUVs and two cars within five years. In addition, the brand-new design and high-end product sequence concept car vision? V was also officially unveiled at this auto show.
"Technology security, cutting-edge, smart partner, revival!" Zhu Huarong, Chairman and Party Secretary of Changan Automobile, once again stressed to the outside world that "Changan is starting its third venture and transforming into an intelligent travel technology company", adding more weight to the brand.
Guangzhou Automobile Group, together with Guangzhou Automobile Chuanqi and Guangzhou Automobile New Energy, launched the GDA project of Guangzhou Automobile Digital Accelerator with a huge independent lineup, defined the three-year digital transformation goal and implementation path, and launched a brand-new Guangzhou Automobile Chuanqi M8 and pure electric convertible concept sports car "Shadow Motion". GAC Chuanqi officially released the technology brand, brand-new powertrain platform brand of GAC, and powertrain products based on Julang Power; GAC New Energy released the world's first high-performance "four in one" integrated electric drive, with two gears and two motors.
Zeng Qinghong, Chairman and Party Secretary of Guangzhou Automobile Group, stressed: "Promoting digital transformation is an important kinetic energy for traditional enterprises to achieve innovation and development. We must seize strategic opportunities, strengthen coordination, and promote digital enterprise strategy, digital product upgrade, digital production mode, digital business model and digital enterprise management. " Guangzhou Automobile Group, driven by digitalization, has brought a brand-new improvement to consumers' quality of mobile life, allowing consumers to experience the innovation of "product+service+experience".
With the theme of "Say No to the Impossible", Toyota not only brought many brand-new models symbolizing the "new four modernizations", but also expressed its determination to firmly develop and attach importance to the China market with the statement that "China is the largest automobile market in the world and the only market we can rely on".
"As a pioneer of future technology, China is in a leading position in many key areas. At the same time, we also realize that the China market is very important to us and regard it as the top priority. " At this auto show, Audi not only launched the domestic version of e-tron, but also the chairman of Audi's board of directors Marcus? Duesmann) also stressed the importance of the China market.
Looking around the world, "outshine others" is the best and most accurate description of the current automobile market in China. However, compared with the competition at the auto show, China Auto, which is facing a century-long change, is facing challenges and difficulties.
This year is the same and different from previous years.
Under the influence of the COVID-19 epidemic this year, many international auto shows around the world have been postponed or even cancelled, and the global auto market has been hit hard as never before. The successful holding of the Beijing Auto Show not only shows that the epidemic prevention and control in China has achieved a staged victory, but also proves that the automobile market in China is rapidly recovering and rebounding.
As in previous years, this year's Beijing Auto Show is still very popular. However, compared with previous years, the Beijing Auto Show in the post-epidemic period also showed some differences.
First of all, the new energy vehicles at this year's Beijing Auto Show have changed from a supporting role in the past to a mainstream trend. The rare 160 new energy vehicle appeared neatly, which fully demonstrated the important position of new energy in the future strategy of vehicle enterprises.
Secondly, China brand has become the leading role in the topic and flow of this auto show. Geely's "Broad Sky" intelligent evolution experience architecture and the 800,000 yuan new car launched by Chinese Express contracted all the attention on the eve of the auto show.
Moreover, compared with the home of independent brands, despite the impact of 14-day isolation and the possibility of the second wave of epidemic, the enthusiasm of multinational auto companies for this international A-class auto show cannot be suppressed. As the largest single car market in the world, and also the best and fastest market for controlling and recovering the epidemic in COVID-19, China has not only become a gold digger, but also a refuge for them.
Of course, there are enthusiasts, and naturally there are absentees. Small ultra-luxury brands such as Ferrari; New brands with distinctive personalities, such as Li, a new brand just listed, and a series of small brands that are already on the verge of delisting ... each brand has its own sufficient reasons for coming or not. But these absent brands are enough to make people realize that the truth of the market lies outside the crowded auto show, and the real competition and contest has just begun.
Can independent rise become a sales responsibility?
At this year's Beijing Auto Show, the number of new energy vehicles reached 160, an increase of more than 20% compared with 1 3 1 at the 20 19 Shanghai Auto Show. Among the known information at present, independent car companies including FAW, GAC, SAIC Roewe, Geely Link, Great Wall Euler and other brands will all bring their own brand-new energy vehicles. In addition, joint venture brands Volkswagen, Audi, BMW, Nissan and Honda also launched new models.
Compared with previous years, it tends to be conceptual and cost-effective. The new energy vehicles brought by the independent brands of Beijing Auto Show this year are more high-end and market-oriented. FAW Hongqi will officially launch its latest flagship SUV-Hongqi E-HS9 at Beijing Auto Show. As one of the core models in this Beijing Auto Show, E-HS9 has luxurious design and strong performance, and the pre-sale price has reached the peak of its own brand at present-550,000-750,000 yuan, and the ceiling of its own price has been broken through.
Vision, the second model of Changan Automobile UNI (gravity)? The V concept car was officially unveiled at the auto show. Vision? V concept car adopts Changan's latest "new technology wisdom aesthetics" design language, and the overall product positioning is higher than Changan UNI-T. In terms of appearance, it adopts a series of highly recognizable design elements such as borderless grille, aircraft imprint, V-shaped surface, super continuous Mobius screen, Changan Blue, and intelligent AI. Through intelligent AI, break the restrictions of the environment inside and outside the car and realize multi-mode interaction. Under the concept of life dynamic design, the car is the extension of human emotions and the externalization of the soul. Intelligent AI is the bridge between the physical dimension and the information dimension, and it is a close and reliable partner of consumers.
GAC New Energy released the world's first high-performance "four-in-one" integrated electric drive with two gears and two motors, marking AEON Power Technology entering the 3.0 stage, which will accelerate China automobile to enter the 2-second era. Through the deep integration of double motors+controllers+double reducers, it was upgraded again on the basis of "three-in-one" electric drive, bringing 340KW violent power performance and up to 90% comprehensive driving efficiency, increasing power 13%, reducing volume by 30% and weight by 25%, and obtaining more than 70 patents.
The first production model of ARCFOX, a high-end new energy brand of BAIC Group? αT announced the pre-sale price: 250,000-330,000 yuan. This car is the world's first commercial vehicle product equipped with 5G technology jointly built by BAIC Group, Magna and Huawei. NEDC has a cruising range of 653 kilometers, and the acceleration of 100 kilometers takes only 4.6 seconds. The overall advanced assisted driving level has reached L2.5
Another independent new energy vehicle worthy of attention is the first pure electric concept car-Zero? Concept. At the time of Geely's "Broad Sky" intelligent evolution experience architecture, the car has made its debut and is planned to be mass-produced in the second half of 20021. Link zero? The concept will be equipped with co? Pilot highly automatic driving system, supporting 100% full scene and full cycle? The cruising range of FOTA and NEDC will exceed 700 kilometers, and the acceleration will be within 4 seconds. It will also be equipped with 150-200mm automatic air suspension. In terms of power performance and intelligence, this concept car has reached the leading level in the world.
In terms of joint venture brands, Volkswagen ID.4, domestic Audi e-tron, Q4? E-tron, Honda M-NV and BMW iX3 all represent the latest achievements of multinational brands in the field of new energy. It is worth mentioning that Audi e-tron will officially launch the domestic version at this auto show after being sold as an imported car for more than one year.
As Audi's first pure electric vehicle, e-tron has a brand-new Audi electric vehicle design and balanced strength. Previously, due to the identity of imported cars, the cost performance was not high, resulting in unsatisfactory sales. This domestic production will become a symbol of Audi's official entry into domestic new energy vehicles, and its pricing and future market performance are worthy of attention.
Behind the figures is the global auto industry's prediction of the trend of China auto market. In August this year, among new energy vehicles, the monthly sales volume of new energy passenger cars in China was100000, an increase of 13.0% from the previous month and 23 1% from the same period last year. From June to August this year, the cumulative sales volume was 537,000 vehicles, down 27. 1% year-on-year. Among them, the production and sales of pure electric vehicles are 46. 1 10,000 and 466,000 respectively. After the epidemic has been brought under control, the new energy vehicle market is rapidly rebounding.
The huge market space will lead to more and stronger competition, and the protagonist of this competition is likely to be borne by independent brands. In this auto show 160 new energy vehicles, independent brands contributed the vast majority. According to official sources, the number of independent new energy vehicles participating in the exhibition has reached 147.
It can be predicted that the new energy vehicles of 202 1 will reach a higher level in both technology and market scale. With the collective efforts of domestic mainstream independent brands, there may be explosions in this 147 model that can challenge Tesla's status.
The auto show is hot, and it is difficult to hide the pressure crisis.
This year, under the influence of the epidemic, the global automobile industry was hit hard. However, with the different degree of epidemic control, the recovery of various markets has also widened the gap. In the global market, it is not an exaggeration to say that China's automobile market is "outstanding".
According to the data of Passenger Car Federation, in August this year, the retail sales of passenger car market reached 1.703 million, up 8.9% year-on-year and 6.5% quarter-on-quarter, achieving the strongest positive growth since May of 20 18. From June 5438 to August this year, the national passenger car market put in110/0.4 million vehicles, a year-on-year decrease of 15.2%. This year, the cumulative sales volume decreased by 2 million vehicles, accounting for nearly 10 percentage point of the total retail sales last year. However, it is worth noting that the car sales in July and August in the third quarter of this year increased by 250,000 compared with the same period last year.
In addition, in August 2020, the total retail sales of social consumer goods in China was 335,765,438+billion yuan, up 0.5% year-on-year, which was the first positive growth since this year. Among them, the retail sales of consumer goods other than automobiles was 3158 billion yuan, down 0.6%. This set of data released by the National Bureau of Statistics further proves the great contribution of automobile consumption to the retail sales of social consumer goods, which has driven the overall economic recovery. In the automobile market, the continuous growth of sales volume has also made the market warmer than expected.
However, in other markets around the world, despite the gradual control of the epidemic, some European countries, the United States, Japan and India have resumed production, but their automobile market performance is still relatively weak.
In the first half of this year, Volkswagen's sales in the United States fell by 22%, FCA by 26%, BMW Group by 29%, General Motors by 265,438+0%, Toyota by 22%, Honda by 24%, Hyundai Kia by 65,438+06% and Nissan by 39%. In Europe, according to the report released by the European Automobile Manufacturers Association (ACEA), the sales volume of new cars in the EU in the first eight months of this year was 665,438+0.2 million, down 32% year-on-year. Among them, the biggest decline was in Spain, which was 40.6%, followed by Italy and France, which were 38.9% and 32% respectively, and Germany, the largest economy in Europe, was 28.8%.
The increasingly recovering market boom has promoted the vigorous development of Beijing Auto Show, but under the appearance of vigorous development, the persistent global epidemic and the great uncertainty brought by current political factors are also deeply affecting the automobile market in China.
First, from the end of September to the beginning of 10. On the one hand, it is the "golden September and silver ten" in the traditional sales season, on the other hand, it is also the second wave of epidemic outbreak that medical experts are worried about. It is unknown whether the epidemic that was only controlled by high-pressure prevention and control measures in the first half of the year will come back. However, it is foreseeable that if the epidemic is repeated, the liquidity of offline businesses will be exhausted again. Although there are relatively rich means of prevention and control and online communication modes, the automobile industry, which relies heavily on offline transactions, is still the biggest victim of offline liquidity exhaustion.
Second, the automobile market, as the largest personal consumption except real estate, is closely related to the national economy. The deteriorating Sino-US relations will deal a heavy blow to China's export industry, bring about the bankruptcy fate of a large number of export-dependent SMEs, and lead to an increase in unemployment rate and a decrease in income. The economic model of internal circulation needs time to develop and explore, and automobile consumption will probably become an abandoned option for consumers in "difficult days".
Third, we can see how devastating the core technology is from the Huawei incident. In the automotive industry where digitalization, interconnection and intelligence have become the mainstream, independent brands whose chip R&D and manufacturing rely heavily on foreign supply may repeat Huawei's mistakes at any time. No matter how prosperous the market and auto show are, this is the biggest crisis and dilemma of China auto industry.
Only by breaking the market bottleneck, breaking through the industry dilemma and strangling the development crisis can the auto show and automobile industry in China really prosper. (Text/"Autobot" Lushan, part of the picture source network) Copyright statement This article is the exclusive original manuscript of Autobot, and the copyright belongs to Autobot.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.