After three years of COVID-19 prevention and control, China's automobile industry has ushered in a comprehensive leap in 2023: entering a new era of annual sales of 30 million vehicles, exports ranking first in the world for the first time, and monthly production and sales of new energy vehicles exceeding double hundred for the first time. Thousands of vehicles are waiting, while the involution intensifies. New productivity with innovation as the core has become the new theme of the development of the automobile industry and enterprises in 2023. The construction of the modern automobile industry system continues to be deepened, and the blueprint for the transformation of the automobile industry with endogenous power as the core is slowly unfolding. Looking back on 2023, "Automotive News" launched the "Cover Story", "Changes in 2023" and "Top 100" annual inventory large-scale special reports. This is the fourth consecutive year that "Automobile Zongheng" has launched the "Top 10" annual inventory of the automobile industry.
There are 10 special reports in total, including "Top Ten Annual Hot Topics", "Top Ten Annual New Deals", "Top Ten Annual Brand Hot Topics", "Top Ten Annual Personnel Changes", "Top Ten Annual Phrases", "Top Ten Annual New Deals" "Big New Energy Intelligent Connected Vehicle Annual Events", "Top Ten Annual Innovative Technologies", "Top Ten Annual ESG", "Top Ten Annual Events of China's Automotive Globalization", "Top Ten Annual Events of the Global Automotive Industry". The fifth article is released today, so stay tuned.
The car circle rolls every year, and rolls everything. Autobots, who have always been low-key, have taken explosive remarks to a new level. Some are traffic-oriented and win eyeballs, others argue the truth more and more clearly, and some provide correct demonstrations and guidance for us to re-understand and understand the world. This is the power and value of golden sentences.
"Far ahead"
On March 23, 2023, at Huawei's spring flagship new product launch conference, Huawei's Managing Director, Terminal BG CEO, and Smart Car Solutions BU Chairman Yu Chengdong once again made shocking remarks: "Huawei's quality is far ahead. Intelligent driving and intelligent cockpit are both far ahead." On September 12 of the same year, Yu Chengdong delivered a keynote speech at the Wenjie new m7 conference. According to media statistics, he said "way ahead" five times in one and a half hours. ". This word has become one of the top ten Internet buzzwords in 2023. In 2023, Huawei will successively join hands with mainstream car companies such as Changan and Jianghuai to reach strategic cooperation to create an open cooperation platform and continue to issue invitations to other car companies. The "Jie" series produced by Huawei and major car companies have already Taking shape for the first time.
✎Zongheng Quick Review
Huawei, once an outsider, is now the king of topics in the automotive industry. Although the industry has different attitudes towards these remarks, from another perspective, "far ahead" can break the circle and become one of the top ten buzzwords of the year, which further reflects the Chinese people's long-awaited and full confidence in the self-improvement of domestic products. As one of the pioneers in the new intelligent track, whether it is Huawei, Wenjie or other brands, substantial progress has been made in turning "leading" from a goal into a fact, but there is still a long way to go to win a wider market with more advanced technology. .
"Together, we make Chinese cars"
On August 9, 2023, the world's first company to produce a total of 5 million new energy vehicles was born in China. Wang Chuanfu, chairman and president of BYD Co., Ltd., said very emotionally at the roll-off ceremony of the 5 millionth new energy vehicle, "Together, we are Chinese cars... This is BYD's highlight moment and it also belongs to China." The highlight moment of the brand." At the event that day, BYD not only displayed representative models of mainstream brands, but also paid tribute to its peers and Chinese cars with a documentary. From 1 million vehicles in 2021 to 3 million vehicles by the end of 2022, and then to 5 million vehicles, BYD has jumped for three consecutive years and achieved milestones one after another. In November 2023, BYD's 6 millionth new energy vehicle rolled off the assembly line in Zhengzhou in a low-key manner.
✎Zongheng Quick Review
BYD’s 5 million vehicles are an important part of China as the world’s largest producer and seller of new energy vehicles. It is the "momentum" created by the joint efforts of all Chinese automobile brands on the new track that has enabled Chinese brands including BYD to take advantage of the momentum one after another and achieve new milestones. Polishing the business card of "Chinese Auto" is the responsibility and pressure of all Chinese auto brands, including BYD.In this process, there will be no shortage of problems, risks and challenges in the future, and it is even more important for Chinese cars to work together and face them together.
"Next year, our ranking in the new energy (automotive) industry will not be as polite as this year."
On October 16, 2023, at the Chery Technology Day event, Yin Tongyue, Secretary of the Party Committee and Chairman of Chery Holding Group, said: "Next year, we are very confident that our ranking in the new energy (automobile) industry will not be as polite as this year! We will definitely enter the top position in the country." Two months later, on December 17, Chery's " New force "icar03" has launched global pre-sales, and Chery New Energy has launched its first "You're welcome" product. According to data from Chery Holdings, cumulative sales from January to November reached 1.6657 million vehicles, a year-on-year increase of 47.8%. Data from the China Automobile Association shows that in the first 11 months, Chery’s cumulative export sales reached 837,000 vehicles.
✎Zongheng Quick Review
As one of the car companies with the strongest growth in the past two years, Chery has continuously released signals to attack the new energy market. The value of Chery lies not only in its frank and public admission that it "got up early and rushed to the market late", but also in its series of powerful catch-up actions, and its subsequent market performance is exciting. China is already one step ahead of international brands on the new track of electrification and intelligence, and it needs more "You're welcome" Cherys to consolidate its first-mover advantage and create new advantages. Chery, you’re really welcome!
"Let everyone roll a roll first, and we will flip the table last."
On December 14, 2023, at the NIO 2023 media face-to-face event, NIO founder, chairman, and CEO Li Bin responded to the question about NIO's second brand Shi said that the competition in the price range of 200,000-300,000 yuan is very fierce, and Weilai will enter a little later, but it will not be too late. He also said: "Keep prices stable, continue to increase gross profit margins, and will not reduce gross profit margins in exchange for sales." In 2023, NIO, which has been involved in various turmoils, is under tremendous pressure, and the third quarter financial report data has brought Some good news: Weilai's operating revenue reached 19.067 billion yuan, a year-on-year increase of 46.6% and a month-on-month increase of 117.4%; the single-quarter delivery volume was 55,400 vehicles, and both revenue and new car delivery volume reached new highs. In the electric vehicle market with an average transaction price of more than 300,000 yuan, NIO’s market share exceeds 45%.
✎Zongheng quick review
How to control others without controlling others? Currently, the domestic new energy vehicle market is transforming from a "dumbbell-shaped" to a "spindle-shaped", and the price range of 150,000 to 250,000 yuan is quickly becoming the most competitive market. NIO’s key work goals in 2024 have been very clear: selling cars and sinking into the low-end market with high-end technology. Whether it is Weilai or other brands joining in, the future of this market will not be the best, only more.
"What the new forces can do, we learned it in three years;
We can do it, but the new forces can't learn it in ten years"
On April 16, 2023, on the eve of the Shanghai Auto Show, at the Volvo car "volvo techday cum ex90 China At the "First Show" press conference, Qin Peiji, who was the president of Volvo Cars Greater China Sales Company at the time, said the above words, which instantly hit the circle of friends that day. Since then, Qinpeiji has explained on other occasions that what new forces cannot learn in a short period of time is a strong system, and pointed out that many new force brands have fallen one after another, not only due to product and other issues, but more importantly, the strength of the system. The problem.
✎Zongheng Quick Review
This very "new power" saying comes from an established car company. Although it may not be comprehensive, it does hit some painful spots. Rather than seeing it as a counterattack and declaration of war by traditional brands, it is better to look at yourself as the cautionary words of an old friend. The system power of a century-old brand has a very stable ability to resist risks. Whether it is to survive or go out, Chinese car companies still have a lot of homework to do in terms of system power. A more complete and efficient system power is the key to the upward development of enterprises. one of the important goals.
"Don't fight with words, fight hard"
On the evening of November 15, 2023, Xiao Yong, deputy general manager of GAC Aian and Hao Platinum brand recommendation officer, introduced the first medium and large luxury pure electric SUV under the hyper Hao Platinum brand—— This is what Haobo said at the official launch site of . This is the third new car that Haobin has quickly launched on the market within five months. In 2023, more and more Chinese car companies will impact the high-end market by entering the new energy segment, such as the mg cyberster in the pure electric supercar field, looking up to the u9, Hao platinum ssr, etc. The high-end pure electric MPV market has Ideal mega, Xpeng x9 , SAIC Maxus everyone 9 are competing fiercely... Countless people looked up at the Shanghai Auto Show. "Looking up" became a phenomenon-level event at the time. At the end of the year, Weilai launched the et9 with a pre-sale price of 800,000 yuan. Luxurious executive sedan.
✎Zongheng quick review
China also has its own luxury cars. The entry of independent brand cars into the high-end market is really no longer an empty talk, but with the help of electrification and intelligent new tracks, it will expand each market segment and come up with a This tangible product not only helps extend the original product line, but also caters to diversified automobile consumer needs. For Chinese automobile brands to enter the high-end market controlled by European and American giants and truly gain a foothold, strength, determination, and endurance are indispensable. There are still many tough battles to be fought.
"The Milky Way, the starry sky that everyone looks up to"
On February 16, 2023, Geely officially announced that its new mid-to-high-end new energy series was named " Geely Galaxy ". The poster is accompanied by the text "The Milky Way, the starry sky that everyone looks up to", implying the high-end brand "Look Up" launched by BYD. This started a carnival of posters for Chinese car brands. First, BYD looked up and replied without being humble or arrogant: Join hands with you and dare to cross the galaxy. Changan Deep Blue , SAIC-GM-Wuling , Great Wall Haval , BAIC Jihu , Nezha Automobile , Chery Xingtu , and Dongfeng's Lantu , Fengxing , Warriors As car companies and brands join the "meme" team one after another, golden quotes frequently appear. On February 24, the poster came to a successful conclusion with the poster launched by the China Automobile Enterprises Chief Brand Officers Joint Conference (cb20) under the China Association of Automobile Manufacturers: "Ride the storm of the times and look up to the Milky Way; gather majestic power and join hands to climb higher." The poster also congratulates the opening of Geely Station, the first stop of the 2023 "Seeing Chinese Cars" brand tour nationwide, as well as the successful launch of Geely Galaxy New Energy Strategy and the global launch of new products.
✎Zongheng Quick Review
In the past, this kind of advanced gameplay only appeared on some "high-end" overseas brands, such as BBA's "Love and Kill". This time, it is rare for Chinese car brands to play jokes and tease each other, cherish each other and move forward hand in hand. This is what Chinese car brands should look like. This time "looking up at the Milky Way", what I saw was the shining stars of Chinese automobiles. The bright stars are the most beautiful night sky for Chinese automobile brands.
"China has become our 'fitness center',
we must 'train' ourselves harder and faster"
On July 6, 2023, at the 2023 China Automobile Forum hosted by the China Association of Automobile Manufacturers, Volkswagen Group Bertrand, director of the Board of Management and chairman and CEO of Volkswagen Group (China) Co., Ltd., expressed the above views from the perspective of an international automobile manufacturer. Volkswagen determines that the future growth engines of the global automobile industry will be China and North America. In the process of transitioning to electric vehicles, Volkswagen's goal is to maintain the top three sales positions in the Chinese market. Bai Ruide even expressed in a "very Chinese" way to keep up with the development trend: "We are striving for 'China speed', and the Volkswagen Group has also launched the most far-reaching transformation process in history." In 2023, the Volkswagen Group first moved to Xpeng Motors increased its capital by approximately US$700 million and became the third largest shareholder. It also won cooperation projects for two B-class electric vehicles. Its subsidiary Audi announced that it had signed a strategic cooperation memorandum with SAIC at the same time.
✎Zongheng quick review
Times are different and times are different.When the river goes east and the wind blows east, how can the former giant of a multinational car company take advantage of the trend? 2023 is the hottest year in the history of the automotive industry, and even established multinational giants like the Volkswagen Group are under unprecedented pressure. Judging from various actions, Volkswagen has been very active in responding to the century-old changes. It has adopted reverse joint ventures to acquire new technologies and turned to electrification without hesitation. Once the elephant turns around, it runs at an astonishing speed. The performance of multinational car companies on the new track may be better than we imagined.
"Bmw's home is in China,
is not something we say on our lips, but engraved in our hearts."
Before the opening of the 2023 Shanghai Auto Show, BMW held the "Night of Creating the Future" event. Gaulle, President and CEO of BMW Greater China, delivered an opening speech in Chinese. BMW Group Chairman Zipse frequently used wise words at the event, including not only the above-mentioned emotional expression of "home is in China", but also "the trends in China today will lead the direction of tomorrow's world" and so on. At the 2023 Guangzhou Auto Show, BMW also rarely launched both oil and electricity, and the pure electric version of the BMW i5 was launched simultaneously. From the sales point of view, its "parallel gasoline and electricity" has achieved initial results. In the first three quarters of 2023, the sales volume of BMW i3 and BMW ix3 were 35,000 and 30,000 respectively. Among the luxury new energy vehicles in the same price range, Both entered the top five in sales rankings, leading the BBA. In July 2023, the BMW Group's new R&D center in Shanghai was officially opened, and its R&D investment in the Chinese market has been expanded and upgraded again.
✎Zongheng Kuaiju
Listen to his words and watch his actions. In fact, you don’t have to worry too much about occasional disturbances. Where the money is, where the people are, the heart is there. An auto show brings together nearly half of the group's board of directors, the debut of 20 new energy vehicles, several world premieres, and the opening of a new R&D center...all these performances speak for themselves. What attracts multinational car companies to China is not only the world's largest consumer market, but also high-quality talents in the new era of electric intelligence and a more complete new energy vehicle industry chain. "Chinese power" will play a vital role in the electrification and intelligent transformation of multinational car companies. Now this one must also be in China.
0 "Competition should motivate us to move forward,
rather than scare us"
On the afternoon of September 5, 2023, Munich time, German Chancellor Scholz (olaf scholz) opened the second German International Automobile and Smart Mobility Expo (iaa mobility, In his opening speech (referred to as the Munich Auto Show in China), he emphasized the proper attitude when facing competition. He said that fair competition has always been the driving force of innovation. Faced with the unprecedented Chinese voice and power at the auto show, he also systematically analyzed the competitive advantages of Germany and domestic companies. "Germany, as a major automobile country, has no problem with its international competitiveness."
✎Zongheng Kuaiyan
Fair competition, not in the name of fair competition; keep moving forward, rather than blocking off self-protection. When Chinese car companies are generally seen as stealing the limelight from German car companies, and when China's new energy vehicles are regarded as a strong competitor by Germany, the birthplace of automobiles, and even Europe, Prime Minister Scholz's speech not only demonstrates to us The demeanor and attitude you should have when facing competition, and how to respect your opponents, and be an opponent worthy of respect, learning, and study. This "respect" not only means more intense head-on competition, but also contains unlimited opportunities for cooperation between the two parties in the field of travel reform.
