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Playing the new energy market: The tragic Jiangxi and Jiangsu, the gambling Hefei, why are there such big differences?

New energy vehicles are a "breakthrough" for the automobile industry, and the automobile industry that pursues innovation and perfection is a "breakthrough" for the GDP of second- and third-tier cities.

But, first, there must be a "game".

In recent years, a number of second- and third-tier cities have also been actively “making progress”.

No other industry focuses on new energy, new materials, and IT information technology like automobiles.

Places and regions that can break through in this round of competition in the automobile industry will have the opportunity to lead the development of the automobile industry, and their status in the province and the country will be completely different.

However, the advantages of automobile industry clusters such as the Yangtze River Delta, Pearl River Delta and even Wuhan cannot be "drawn out" in three or two years.

(1) Jiangxi and Jiangsu: The tragedy of the overlord forcing his bow?

In 2016, "cheating and subsidizing" broke out, and 72 car companies defrauded 9.2 billion. Even with such lessons learned, Jiangxi, Jiangsu, etc. still got on the "gambling table"-by extending the invisible hand of the government, they tried their best to

Promote the development of automobile industry clusters.

In the tragic year of 2020, according to incomplete statistics, there are no fewer than five new energy vehicle companies with problems such as funding cuts, wage arrears, production suspensions, and bankruptcy, including Sailin, Byton, Bojun, Huatai, Yangtze, etc.

China's new car-making forces have experienced a new round of reshuffle in 2020.

The stock prices of Weilai, Xiaopeng, Ideal, etc. have skyrocketed. On the other hand, the suspension of some new car-making forces has exposed the overlords such as Jiangxi and Jiangsu.

The familiar plot of "bringing down the temple and enriching the abbot" trampled the investment trust in the automobile industry chain to pieces.

(2) Is the Hefei Municipal Government the “most awesome venture capital institution”?

There is a joke circulating in the investment circle in 2020, saying that "China's most powerful venture capital institution" is actually the Hefei Municipal Government - in 2007, it spent one-third of the city's fiscal revenue on the panel, invested in BOE, and finally made 100

More than 100 billion; in 2011, more than 10 billion was invested in semiconductors, investing in Changxin/GigaDevice, which won, and the floating profit after listing was estimated to exceed 100 billion; in 2019, another 10 billion was invested in new energy, investing in Weilai and Volkswagen

The automotive new energy sector also landed in Hefei through JAC Volkswagen - and Hefei became the "Internet celebrity government" in the investment circle.

"The husband holds the Wu hook with one hand, and his spirit is higher than that of a hundred-foot building. Who has made history in the past ten thousand years? Looking for a feudal lord from eight thousand miles away!" The pioneering spirit of Anhui people has been passed down since ancient times.

Hefei is one of the first cities to start developing new energy vehicles, and it is also one of the few cities among the 25 cities in the three batches of the "Ten Cities Thousand Vehicles Project" to meet the standards.

In April 2020, the framework agreement for the project of settling the NIO China headquarters in Hefei was officially signed. In October, the NIO China headquarters was officially opened.

In September 2020, Hefei Industrial Investment Guidance Fund Co., Ltd. invested another 1 billion yuan to lead the investment in the new car company WM Motor; in the same month, the Anhui Provincial People's Government and Zhejiang Geely Holding Group signed a strategic cooperation agreement in Hefei, and Geely Group also

Started to settle in Hefei.

On November 12, 2020, Tesla Automobile Sales and Service (Hefei) Co., Ltd. was registered and established, and its business scope includes the sales of new energy vehicles.

According to incomplete statistics, Hefei has successively implemented more than 50 major projects in the new energy vehicle industry, with a total investment of more than 50 billion yuan.

At present, Hefei has gathered more than 120 upstream and downstream companies such as NIO, JAC, WM Motor, Guoxuan Hi-Tech, and Huating Power, forming a complete industrial chain covering complete vehicles, key components, applications, and supporting equipment.

(3) How to "make a game"?

Many people may say that Anhui is only optimistic about Wuhu (led by Chery Automobile, which was recognized as a national innovative cluster pilot by the Ministry of Science and Technology in 2014 and is the only new energy vehicle industry cluster recognized by the Ministry of Science and Technology in the country).

Regional resources, industry resources, industrial chain (cluster) resources, enterprise ecosystem resources, etc., what are the advantages of Hefei?

How did Hefei "make the game"?

On December 12, the Yangtze River Economic Belt Cities Collaborative Development Capability Index Development Team released the "Yangtze River Economic Belt Cities Collaborative Development Capability Index (2020)".

The index has been released annually since 2015, and this year is the sixth time.

The "Index Report" points out that the top ten cities with the strongest collaborative development capabilities are Shanghai, Hangzhou, Wuhan, Chengdu, Nanjing, Chongqing, Suzhou, Changsha, Ningbo, and Hefei.

Shanghai ranked first with a score of 66.01, ranking first for six consecutive years and playing a significant leading role.

Hefei ranks among the TOP10 for the first time.

Caption: Distribution map of city groups with collaborative development capabilities in cities in the Yangtze River Economic Belt (2020) Caption: Science and Technology Ranking, Hefei ranks 6th among 110 cities November 19, "Implementation Opinions of the Hefei Municipal People's Government on Accelerating the Development of the New Energy Vehicle Industry"

Released, it proposed the goal of "the scale of the new energy vehicle industry exceeds 100 billion, the vehicle production capacity reaches 1 million units, the quality brand has international competitiveness, and it becomes an important new energy vehicle industry base in the country."

The release of the "Opinions" is expected to have a positive impact on the new energy vehicle industry and lithium battery and other related industries.

Policy trends are in place in a timely manner, and scientific research and innovation are also Hefei's weight.