The first model M5 of AITO, a high-end smart car brand jointly developed by Huawei and Thales, was officially unveiled a few days ago. This also shows that Huawei has taken a step further in the automotive field, the “cross-border” vehicle manufacturing of the new energy vehicle industry has been further deepened, and the industrial structure is also undergoing major changes.
Although Huawei has always said that it only provides services and will not enter the field of automobile manufacturing, the automobile products released this time also claim to be deeply enabled by Huawei. However, Huawei’s participation and control over the M5 is far greater than that of the previous single car project. It has everything from preliminary planning and design to later marketing and sales.
With the continuous advancement of new energy, intelligence and networking technologies, the “cross-border” trend of the automobile industry has ushered in a new climax this year. At the beginning of this year, baidu officially announced its entry into the field of vehicle manufacturing. Shortly after that, Xiaomi also announced its entry into the vehicle manufacturing industry. Different from the cross-border car making of previous technology companies, the technology and capital accumulation of the technology companies admitted this time is stronger.
In addition to these IT enterprises, many home appliance enterprises also began to enter the new energy vehicle industry. Since March, Midea, Gree, Haier, Hisense, TCL and other home appliance enterprises have announced their involvement in the field of new energy vehicles. On March 25, Haier Group and Saic Motor Corporation Limited(600104) signed a strategic cooperation agreement. The two sides will conduct in-depth cooperation in the fields of intelligent vehicle R & D and application, vehicle interconnection, new energy and intelligent vehicle application promotion, intelligent manufacturing transformation, industrial investment and so on.
Analyzing the reasons, the growing new energy vehicle market has become the main reason for all enterprises to accelerate their entry into this industry. According to the latest data of China Automobile Industry Association, in November, the production and sales of new energy vehicles completed 457000 and 450000 respectively, with a year-on-year increase of 1.3 times and 1.2 times respectively, and the production and sales continued to set a new record. In the first 11 months, the production and sales of new energy vehicles were 3.023 million and 2.99 million respectively, an increase of 1.7 times year-on-year. Moreover, consumers’ acceptance of new energy vehicles is getting higher and higher, and the new energy vehicle market has changed from policy driven to market driven.
At the same time, the policy environment and technical level of new energy vehicles are also constantly mature and optimized, which has laid a foundation for the future development of new energy vehicles.
China Insurance Industry Association recently issued the exclusive terms of commercial insurance for new energy vehicles (Trial), which fully covers various use scenarios of new energy vehicles in driving, parking, charging and operation. It has further solved the long-term concerns of many new energy owners.
At the same time, the energy density and charging speed of the power battery of new energy vehicles have been greatly improved.
China’s leading automotive battery company Contemporary Amperex Technology Co.Limited(300750) recently announced the specific situation of the first generation sodium ion battery in its online press conference. Sodium ion battery can be fully charged in 15 minutes, with low temperature resistance and high energy density.
Chen Shihua, Deputy Secretary General of China Automobile Industry Association, said that new energy vehicles are the comprehensive integration of information technology and manufacturing system, the general trend of industrial development and an important fulcrum of new kinetic energy.
This integration has also brought about the reconstruction of the automobile industry. Experts said that low-carbon, electrification, intellectualization and networking have become the development direction. As the carrier of many high-tech integrated innovations and applications, automobile plays a more prominent role. Mechanical products based on hardware are rapidly evolving to intelligent products based on software. Automobile has become a smart mobile space closely connected with energy, transportation and cities, It will truly become a new species that breaks through space movement. The automotive industry boundary is expanding and becoming blurred. The vertical automotive industry supply chain will evolve into a three-dimensional travel service ecosystem and completely reshape the whole industrial pattern.
At the same time, the current round of comprehensive reconstruction of the automobile industry is not only the development of electric or intelligent technologies, nor the use of these technologies for product optimization and upgrading, but also to promote the accelerated implementation of the reform of the automobile industry and promote social progress with the revolutionary extension and reconstruction of automobile capacity.
(economic reference network)
