New energy vehicles reconstruct the territory of the automobile industry, which has brought the opportunity of “overtaking in corners” to China’s automobile industry. In this context, many cities such as Shanghai, Wuhan, Hefei and Hangzhou also take the development of new energy vehicle industry as one of their important strategies.
The “high quality development plan of automobile industry in Anhui Province during the 14th five year plan” issued recently proposes to strive to build Anhui Province into a global innovation cluster of intelligent new energy vehicles, and strive to build Hefei into a capital of Shanxi Guoxin Energy Corporation Limited(600617) vehicles and an innovation highland of intelligent new energy vehicles.
Liu Wenfeng, director of the Industrial Development Department of Anhui development and Reform Commission, said in an interview with China Business Daily: “in this process, we should not only strengthen our own automobile brands, but also speed up the pace of ‘going global’.”
In fact, Shanghai has also been embedded into the global new energy vehicle industry chain relying on Tesla. Han Dadong, director of intelligent manufacturing division of Shanghai Economic and Information Technology Commission (hereinafter referred to as “Shanghai Economic and Information Commission”), told reporters: “Tesla‘s entry has pushed up the development level of China Shanxi Guoxin Energy Corporation Limited(600617) industrial chain. At present, Shanghai is also vigorously cultivating local high-end new energy automobile brands.”
At the same time, the reporter learned from the relevant person in charge of Wuhan Economic and Information Bureau (hereinafter referred to as “Wuhan Economic and information bureau”) that Wuhan is building a trillion level “China’s automobile Valley Industrial Innovation corridor” with surrounding cities to accelerate the transformation and upgrading of traditional automobile industry.
Hangzhou is committed to building a “highland of new energy vehicle industry” in the Yangtze River Delta. Recently, the relevant person in charge of Hangzhou Economic and Information Bureau (hereinafter referred to as “Hangzhou Economic and information bureau”) admitted to reporters that the production capacity layout of traditional automobile enterprises in Hangzhou has always been dominated by fuel vehicles, and the transformation and upgrading to the field of new energy vehicles will be the only way.
multi-point support to build industrial clusters
In Hefei Xinqiao intelligent electric vehicle industrial park, construction workers in fluorescent yellow work clothes constantly go in and out of the second production base of Weilai Holding Co., Ltd. (hereinafter referred to as “Weilai automobile”). On both sides of the factory gate, there are slogans saying “no delay for a day, no relaxation for a day”.
Liu Wenfeng told reporters that the automobile industrial park is one of the major engineering projects in Anhui Province. According to the plan, the industrial park will become a world-class intelligent electric vehicle industry cluster with complete industrial chains such as vehicle projects and key supporting enterprises. After completion, it is expected that the vehicle production capacity will eventually reach 1 million vehicles / year and the battery production capacity will be 100 GWH / year.
In addition, the Byd Company Limited(002594) new energy vehicle production base with a total investment of 15 billion yuan was officially settled in Changfeng County, Hefei in 2021. According to the plan, the annual output value of the first phase project of the base will exceed 50 billion yuan, which is expected to drive the total output value of the upstream and downstream industrial chain by 100 billion yuan.
Compared with the embryonic territory of Hefei, Shanghai has formed three major automobile industry clusters. Among them, Lingang New Area relies on Tesla and other leading enterprises to increase the upstream and downstream layout of the new energy intelligent networked automobile industry chain. According to the plan, by 2025, the total output value of intelligent new energy vehicle industry in Lingang New Area will be 120 billion yuan, which is the first industrial cluster expected to exceed 100 billion level in Lingang New Area.
Jiading District of Shanghai focuses on the research and development of core technologies of new energy vehicles and the industrialization of key parts. At the same time, Jinqiao and Zhangjiang regions give full play to the advantages of integrated circuits, artificial intelligence and other industries, and accelerate the layout in the fields of vehicle operating system, vehicle specification chip and so on.
At the same time, Wuhan, which has a solid foundation in the automobile industry, has already started the road of transformation and upgrading. In 2020, Wuhan Economic and Technological Development Zone (hereinafter referred to as “Wuhan Economic and Technological Development Zone”) put forward the concept of “China car Valley” for the first time, saying that it would build a “smart car Valley” and spare no effort to promote the upgrading of the automobile industry.
At the beginning of February this year, Liu Ziqing, member of the Standing Committee of Wuhan municipal Party committee and Secretary of the working committee of Wuhan Economic Development Zone, said: “China Auto valley will explore the mode of ‘industrial enclave’, radiate and drive the coordinated development of greater Hanyang, Wuhan’s’ 1 + 8 ‘urban circle and other surrounding areas; cooperate with’ xiangshisuishen ‘to build a trillion automobile industry corridor and strive to build an advanced manufacturing cluster with international competitiveness.”
Hangzhou takes the West Lake as the center of the circle, and an important automobile manufacturing town is arranged in the southeast and North. The relevant person in charge of Hangzhou Economic and information technology bureau pointed out to reporters that during the 13th Five Year Plan period, Qiantang New Area in the East was home to 3 vehicle enterprises such as Geely Group and 56 parts enterprises; Xiaoshan District in the South has gathered Wanxiang Group and other parts manufacturing enterprises and power battery manufacturing enterprises; Yuhang District in the North has gathered Byd Company Limited(002594) and other vehicle enterprises, as well as a future science and Technology City focusing on the research and development and testing of intelligent Internet automotive technology.
leading automobile enterprises lead the industry upward
The sales volume and production capacity of local automobile brands determine the scale and “volume” of the local automobile industry.
Tesla Shanghai Super factory, completed and put into operation in 2019, not only opens the road of transformation and upgrading of Shanghai’s automobile industry, but also makes Shanghai an important force in the global new energy automobile industry chain.
Data show that in 2021, Tesla Shanghai Super factory produced 474000 vehicles, becoming Tesla’s global export center. According to Han Dadong, Tesla has contributed more than 130 billion yuan in output value in 2021. In addition, the localization rate of Tesla Shanghai Super factory parts has exceeded 90%, and the “ring Tesla” auto parts industry cluster has been formed in the Yangtze River Delta.
In addition, Saic Motor Corporation Limited(600104) as one of the local automobile enterprises in Shanghai, is expected by Shanghai to build an independent high-end new energy vehicle brand. It is understood that Saic Motor Corporation Limited(600104) has established Zhiji automobile and Feifan automobile in the field of new energy vehicles, and promoted the independent operation of the two brands. Among them, Zhiji automobile is positioned as a high-end new energy brand, while Feifan automobile focuses on medium and high-end new energy intelligent products.
In Hefei, new energy vehicle projects such as Weilai automobile and Volkswagen (Anhui) have become the foundation for the region to impact the whole Shanxi Guoxin Energy Corporation Limited(600617) automobile capital. Among them, the first mass production vehicle of Volkswagen (Anhui) MEB factory will be offline in the second half of this year, and the annual production capacity of new energy vehicles is expected to reach 350000.
According to the plan, Anhui Province will support Hefei to build a new energy vehicle core development zone, promote the construction of new energy vehicle projects such as Weilai China headquarters, Volkswagen (Anhui), Byd Company Limited(002594) Hefei, Chery new energy and Chongqing Changan Automobile Company Limited(000625) and cultivate new energy vehicle brands with international competitiveness.
In recent years, Wuhan has also implemented a number of benchmark projects in the new energy vehicle industry. In 2021, Wuhan Economic Development Zone successively launched four new energy vehicle signing projects. Among them, Xiaopeng automobile intelligent manufacturing base, Dongfeng high-end new energy off-road vehicle and Dongfeng Honda’s world’s first new energy benchmark factory have been settled, while lantu automobile has signed an investment agreement with Wuhan Economic Development Zone.
The relevant person in charge of Wuhan Economic Development Zone told reporters that the total investment of the above four newly settled vehicle projects will exceed 40 billion yuan, and it is expected to add 700000 new energy vehicle production capacity after the completion of the project.
In addition, the Jili lutes and Dongfeng Yunfeng vehicle factory projects that have been signed and settled previously are also expected to be officially put into mass production by the end of this year, with a planned annual production capacity of 150000 and 200000 respectively.
Zero run automobile is one of the important projects bet heavily in Hangzhou. In 2021, the second production base of Zero run automobile was officially settled in Hangzhou. According to the Hong Kong stock listing application disclosed by the company recently, in 2021, the total delivery volume of the company was about 43700, a year-on-year increase of 443.5%.
In addition, Hangzhou has also begun to actively promote the transformation and upgrading of traditional car enterprises. In 2020, Geely Group signed an agreement with Hangzhou municipal government, announcing that Geely’s new energy vehicle phase II and core components project with a total investment of more than 10 billion yuan was signed and settled in dajiangdong region of Hangzhou, responsible for the production of a variety of new energy models including icon.
set the goal of 100 billion output value
In the competition pattern of the whole Shanxi Guoxin Energy Corporation Limited(600617) automobile industry, Shanghai has obvious leading advantages.
According to the data of the National Bureau of statistics, in 2021, the output of Shanxi Guoxin Energy Corporation Limited(600617) vehicles was 3.677 million. According to the data disclosed by the Shanghai Economic and Information Technology Commission, the output of new energy vehicles in Shanghai reached 632000 in 2021, accounting for about 17% of the national total output, and the output value was 177.26 billion yuan, an increase of 190% year-on-year. In addition, in 2021, the total output of automobiles in Shanghai was 2.833 million, with an output value of 758.6 billion yuan, an increase of 21.1% year-on-year.
In addition, the implementation plan for accelerating the development of new energy vehicle industry in Shanghai (20212025) clearly puts forward the goal of “striving to build a new energy vehicle development highland with global influence”. By 2025, Shanghai will achieve an annual output of more than 1.2 million local new energy vehicles, and the output value of new energy vehicles will exceed 350 billion yuan, accounting for more than 35% of the output value of the city’s automobile manufacturing industry.
In contrast, the output of new energy vehicles in Hefei in 2021 was 145000, an increase of 148% year-on-year. In the “14th five year plan” for the development of new energy vehicle industry in Hefei (Draft for comments) released in 2021, it is planned that the output value of vehicles in Hefei will exceed 500 billion yuan by 2025. Among them, the output value of new energy vehicles exceeded 300 billion yuan, and the production capacity of new energy vehicles reached 1.5 million.
In 2021, the output of new energy vehicles in Wuhan will be about 100000, and the output value of new energy vehicles and parts industry will be about 20 billion yuan. The total output of automobiles in Wuhan is close to 1.4 million, and the output value of automobile industry exceeds 330 billion yuan.
In an interview with reporters, the relevant person in charge of Wuhan Economic and Information Technology Bureau said that in addition to 8 passenger car enterprises such as Dongfeng Automobile Co.Ltd(600006) Group Co., Ltd. and 3 bus enterprises such as Yangzi River automobile group, Wuhan also has more than 1000 auto parts enterprises, of which 508 are above designated size. “Wuhan has a complete automobile industry chain and a strong automobile and parts industry cluster. It has arranged a number of international and China’s leading key enterprises in the” three electricity “system.”
As for the performance of Hangzhou’s new energy vehicle industry, Hangzhou Economic and Information Bureau told reporters: “as of December 2021, the total output of Hangzhou’s new energy vehicles is about 20000, and the models are mainly T03, C11 of Zero run vehicles and pure electric buses of Byd Company Limited(002594) vehicles.” The output value of new energy vehicles in Hangzhou, including complete vehicles, parts and power batteries, is about 8 billion yuan.
In the 14th five year plan for the development of Hangzhou’s energy-saving and new energy vehicle industry, Hangzhou said: “strive to make the energy-saving and new energy vehicle industry a leading industry to promote the high-quality development of Hangzhou by 2025, and the total scale continues to expand. The output of complete vehicles has reached 737000, including 313000 new energy vehicles, and the total output value of the automobile industry has reached 250 billion yuan.”
