In the face of industry changes, OEMs, parts suppliers, technology giants and auto-driving related enterprises have all shown extraordinary vitality, and this hero's party officially kicked off. I divided the committee of 100 Forum into two parts. This is the first part, which tells the modernization process and strategy of original equipment manufacturers.
In the past few years, new energy vehicles have developed rapidly. Not only the product iteration is rapid, the sales growth rate is obvious, and the penetration rate is rising, but also the technology of Sanpower is becoming more and more mature, and the upstream and downstream industrial chains are gradually improving. It is not difficult to imagine that the fundamental reason for developing new energy vehicles is to promote the sustainable development of human living environment. Facing the trend of electrification, foreign brands began to accelerate their transformation and explore the new direction of integrated development in the new energy era, while independent brands tied electrification and intelligence together to keep two lines developing at the same time. The new force car companies did not put satellites, but focused on cultivating internal strength.
BMW: Promote green electricity and increase hydrogen energy. BMW goes all out to electrify. BMW fully supports the goal of double carbon. By 2030, it is planned to control the carbon emissions of bicycles in the whole life cycle at least 40% compared with the average of 20 19 years. In 20021year, BMW launched the green energy alliance project to promote the transformation of the entire value chain, including green power solutions for production bases, supply chains and dealers. BMW Shenyang base has achieved 100% green electricity production, including the supply of 37 non-production sites. The base has 375,000 square meters of solar panels, generating more than 78 million kWh, and reducing carbon emissions by 59,000 tons every year.
BMW Group is making every effort to electrify and develop the production of new energy. BMW's goal is that by 2030, more than 50% of the global sales of the entire group will come from new energy vehicles. Hydrogen energy plays a key role in energy conversion and climate protection. Hydrogen energy is one of the most effective ways to store and transport renewable energy, and this potential can be used to accelerate transportation transformation. In terms of hydrogen energy power system, BMW Group has actually accumulated more than 40 years of research and development experience, and more than 20 years of experience in hydrogen fuel cell research and development. Hydrogen fuel cell electric vehicles are an ideal technology to supplement zero-emission products of automobile enterprises.
Volvo: In 2030, Yuan Xiaolin, global senior vice president of Volvo Car Group and president and CEO of Volvo Car Asia Pacific, said that sustainable development and safety are the cornerstones of Volvo Car's two major brands. Whether it is the recycling of parts or the invention of three-way catalytic converter with oxygen sensor, Volvo cherishes the environment and respects nature.
More radical than BMW, in order to reduce carbon emissions, Volvo has set a medium-term goal, which is expected to reduce the carbon emissions of each car in the whole life cycle by 40% in 2025. This goal includes R&D, survival, logistics and sales. By 2040, Volvo's goals include zero climate load, realizing circular economy and business ethics and responsibilities, and forming a complete strategic system.
In terms of products, in 20021year, Volvo realized electrification of all models, and in 2022, a brand-new pure electric flagship SUV? The release of EX90 opens a new era of electrification transformation. In the future, Volvo will have brand-new pure electric products every year, and the enterprise goal is to become a pure electric luxury car enterprise by 2030.
Stefan Mecha, CEO of Volkswagen passenger car brand China and head of sales of Audi AG (China) Group.
Volkswagen: 654.38+08 billion euros in five years, and achieve carbon neutrality in 2050. In order to achieve the goal of carbon neutrality, Audi will join hands with joint venture partners to achieve the goal of using renewable energy in all production bases in China by 2030. At the same time, Volkswagen joined hands with Camus to promote the construction of charging infrastructure.
"From 2023 to 2027, the Group will invest more than 654.38+08 billion euros in global markets including China." Stefan Mecha, CEO of Volkswagen passenger car brand China and head of sales of Audi ag (China) Group, said, "For the China market, this move will strengthen the strength and product competitiveness of Audi ag in the field of digitalization in China. By 2024, together with our joint venture partners in China, we will invest 654.38+05 billion euros in the field of electric travel. By the end of 2030, Audi AG will complete the electrification of most China models. "
Guangzhou Automobile: Adhere to high-quality development and achieve brand upward. In 2022, the production and sales of Guangzhou Automobile Group reached 2.48 million and 2.43 million respectively, ranking fourth in the industry. Among them, the production and sales of new energy vehicles were 320,000 and 3 1 10,000 respectively, which doubled. This year, GAC Aian will not only launch a variety of new products, but also release the high-end sub-brand Haobo, and complete the listing of three new cars, such as Hyper SSR and Hyper GT, to achieve brand leap.
In terms of technology, GAC independently developed industry-leading core technologies such as sponge silicon negative electrode battery, magazine battery and graphene-based ultra-fast charging. In the field of network connection, GAC completed the development of centralized computing electronic and electrical architecture and developed its own OS operating system, which improved the user experience of intelligent driving and intelligent cockpit.
At the end of the industrial chain, Guangzhou Automobile established Ruipai Energy Technology Company, Ruipai Power Battery Company and Yinpai Technology Power Company successively in 2022, actively building a vertically integrated new energy industrial chain from lithium mine to raw materials, battery production, battery leasing and cascade utilization, effectively ensuring product supply and product quality while locking the battery price. At the same time, it also took the lead in promoting the "climbing plan", creating an application verification platform linked by "chip-controller-vehicle", giving full play to the traction role of vehicle application, and jointly developing new energy vehicles with fully localized chips with upstream and downstream. In addition, GAC has also invested in a number of chip companies strategically, and set up an industrial development fund of 30 billion yuan with Guangtou * * to build a diversified and safe chip supply chain system.
Geely-Krypton: Global layout, global innovation, China leading as a high-end brand of Geely, Krypton dares to face global competition, making new energy vehicles a new business card for China. With the profound background of car-making and the integration of global innovative resources, Krypton Space takes the brand mission of creating the ultimate experience of travel life. In terms of global layout, Geely not only empowers the core technologies such as electricity and intelligence. Through the integration of Industry-University-Research institutions such as Wei Rui Energy and Yi Cartoon, and the forward-looking scientific and technological ecology of the integration of heaven and earth. At the same time, Krypton has also established a series of international action arrangements, such as the European Innovation Center and the European Design Center, with more than 7,000 R&D personnel to continuously promote global innovation.
As far as R&D is concerned, Geely has assembled thousands of engineers from China and Europe to develop automobiles with the pioneering concept of architecture. It took five years to build the first huge building with complete intellectual property rights and primary pure electricity in China. The broad architecture not only gave birth to a full range of products, but also many brands and more than 20 models based on it. Last year, Geely realized the technical architecture by authorizing a broad architectural technology to Polish electric vehicle manufacturers.
In terms of manufacturing, Geely has built a leading krypton smart factory in the industry, especially the integrated die casting technology, which has reached the most advanced technology and achievements in the world. In terms of products, Krypton 009 has all adopted the latest die-casting technology and will be widely used in Krypton and other brands in the future. These technologies and standards will also improve process efficiency and achieve cost reduction and efficiency increase through the digital management of Geely's global supply chain.
Changan: Smart new car, innovative ecology Facing the trend of electrification, Changan Automobile insists on top-down innovation. In 20 17, Changan Automobile started its third venture, adhered to the guidance of scientific and technological innovation, and transformed into an intelligent low-carbon travel technology company, focusing on Changan, Deep Blue and Aoweite, creating differentiated brand values and striving to become a world-class automobile brand.
At present, Changan has built a global R&D layout with 10 places in six countries, established 16 technology and product R&D centers, 17 technology companies and R&D institutions with more than14,000 people. Further promote the new energy Shangri-La project. Up to now, we have mastered 384 new energy core technologies, and realized the mass production application of three new energy technologies: hydrogen fuel cell system, intelligent plug-in hybrid power and Force Electric. At the same time, we will strengthen the fields of chips, batteries and operating systems, and do some exploration in tool chains and middleware as much as possible, hoping to form an ecology.
In addition, Changan vigorously implemented the Intelligent Beidou Shu Tian Plan, and made an important breakthrough in its intelligent scientific and technological capabilities. Twenty-six intelligent technologies, such as remote intelligent parking, which took the lead in mass production in the industry, ranked first in the smart car index of China for three consecutive years.
Weilai: To ensure that the business risks are controllable, in order to win the final investment, Weilai has continuously laid out in three areas: technology research and development, infrastructure and global market. At present, Weilai has established more than 65,438+00 R&D centers in the United States, Europe and China. Last year, Weilai's investment in R&D reached 654.38+008 billion RMB, accounting for more than 20% of the annual revenue, and its investment in R&D was very high. This year, Weilai's R&D investment will further increase, focusing on the full stack capability of smart electric vehicles, including chips, underlying operating systems, materials and batteries.
Secondly, Weilai is an infrastructure madman who comes standard with bicycle rims. Weilai will build 1 1,000 power stations this year, and by the end of the year, 2,300 power stations will be built. At present, Weilai has built a power exchange network of five vertical, three horizontal and eight urban agglomerations, and has completed 20 million power exchanges, with an average of 1.9 seconds. A Weilai starts from the power exchange station with full power. At the same time, Weilaihui will add 1 10,000 charging piles, and the efficiency of 650kW fast charging piles is excellent. Layout together with the power station can effectively improve the energy charging experience of users.
Weilai once again accelerated the pace of going to sea. September, 202 1 year, delivered in Norway. In June 2022, Weilai entered Germany, the Netherlands, Denmark and Sweden, and opened NIO House in Frankfurt, Berlin, Rotterdam and other cities. Follow-up infrastructure will also keep up, providing quality services to European users, thus enhancing brand reputation.
Ideal: reduce internal friction and enhance the internal organizational ability of enterprises. Different from Weilai's blueprint, Li Xiang, CEO of Li, shared the contents of the company's organization and management. As we all know, the new forces of car-making all adopt the direct mode, and the company has many business links such as production, sales and after-sales service. In order to better integrate into the company, advanced company processes and working methods are needed. Li uses internal assessment to connect all departments through target management and effective target communication tools.
The matrix organizational structure advocated by Li has many advantages. First of all, it solves the problem of fragmentation; Secondly, the problem of R&D collaboration of technology, platform and product is solved. Thirdly, it also solves the commercial synergy problem of products, supply chain and delivery. In order to adapt to the product development process of intelligent electric vehicles, Li studied the advanced concepts of Apple, Huawei and other companies, and changed the previous linear process into a three-dimensional process, which became clearer from planning to implementation. For the automobile industry with long chain, long cycle and complex business, unified mobilization and management with PDT manager as the core can coordinate the maximum productivity of the organization and effectively reduce the organizational difficulty of automobile research and development. Li wants to emphasize that "Li's matrix transformation has just begun, and it will not be effective until at least 2025."
Facing the arrival of artificial intelligence big model software 2.0, the automobile industry is facing new challenges. In the field of autonomous driving, Li manually calibrates about 654.38+0 billion images every year. This business needs to be outsourced, the cost is about 60-50 million yuan, and the annual cost is nearly 654.38+0 billion yuan. In terms of efficiency, if you use the big model of software 2.0 and train for automatic calibration, what you have done in a year can basically be completed in 3 hours. This will be a new blue ocean and a new breakthrough for future car companies and autonomous driving companies to reduce costs and increase efficiency.
Write at the end:
Inspired by the new energy market in China, foreign brands began to accelerate the transformation of electrification. European car companies such as BMW and Volvo not only planned new energy products, but also responded to the call to reduce carbon emissions with practical actions in production, sales and after-sales, and set clear targets for double carbon. Self-owned car companies, led by GAC and Geely, set about global layout, improve industrial chain layout and brand differentiation through cutting-edge technology research and development, and achieve brand upward.
In this committee of 100 Forum, the leaders of new forces car companies did not make a surprise speech, which showed the stability and pattern that car company leaders should have, focused on the development of their own enterprises and actively cultivated their internal strength. Weilai will continue to increase investment in R&D and infrastructure, heighten the brand moat, and build a high-end user-oriented enterprise in China. Li, on the other hand, improved the organization's combat effectiveness by adopting advanced management processes, and contributed new topics to the future research and development of all automobile enterprises with the wonderful application of the software 2.0 era.
This article comes from Netcom, the author of Easy Car Number, and the copyright belongs to the author. Please contact the author for any form of reprint. The content only represents the author's point of view and has nothing to do with the car reform.