At the beginning of the new year, the news of home appliance enterprises participating in intelligent transportation continued. On January 20, Hisense Group won the bid for the signal system project of Guiyang rail transit line 3 phase I project. Previously, Midea, Gree, Changhong, Konka, TCL, Skyworth and other home appliances have launched intelligent transportation related businesses.
According to Hisense, the consortium of Hisense micro link company and Jiaotong University micro link company, which are mainly responsible for the rail business of the group, successfully won the signal system project of Guiyang rail transit line 3 phase I project. This is the first track signal project won by Hisense, marking that Hisense has realized the coverage of three technical fields: communication system, integrated monitoring system and signal system in the field of urban rail transit.
Although Hisense started in the electrical industry, Hisense has been deployed in the field of intelligent transportation for many years. It is reported that since 2009, Hisense has been deeply involved in the construction of smart city in Guiyang, providing the construction and services of urban intelligent transportation, rail transit, public safety, smart blocks, smart buildings and other products and system solutions for Guiyang.
In addition, Hisense also announced that it won the bid for the new smart city construction project (phase I) in Shinan District of Qingdao. Zhang Sihai, President of Hisense network technology company, said that Hisense has experience in serving 169 cities and has gone overseas and won the bid for the intelligent transportation project in Ethiopia.
There are precedents for home appliance enterprises to enter the field of transportation. From the end of the 1990s to the beginning of the 21st century, Midea, Chunlan, oaks and Greencool all announced their car making plans, and finally failed. After experiencing the “ebb tide” of the last round of car building tide, home appliance enterprises have attacked from the side and made layout in the display screen, air conditioning system and charging system.
Since 2021, Hisense has been continuously deployed in the field of intelligent transportation. In March of that year, Hisense Home Appliances Group Co.Ltd(000921) announced that it planned to control Japan Sandian with 1.3 billion yuan to expand the automobile air conditioning compressor and automobile air conditioning industry. In November of that year, the reporter learned from people familiar with the matter that Hisense planned to invest nearly US $1 billion to acquire Siemens traffic lights and other road traffic control system businesses.
In addition, other home appliance enterprises also continue to make efforts in the field of intelligent transportation. At the end of 2021, Midea Group Co.Ltd(000333) announced that “Midea electromechanical” was officially renamed “Midea industrial technology”, challenging the revenue target of 100 billion. Before that, Midea also controlled Hiconics Eco-Energy Technology Co.Ltd(300048) and privatized KUKA group. At present, the United States has launched the three main product lines of the drive system, the thermal management system and the auxiliary / automatic driving system.
Gree Electric Appliances Inc.Of Zhuhai(000651) also accelerated the layout. In August 2021, Gree Electric Appliances Inc.Of Zhuhai(000651) officially controlled Yinlong new energy, with lithium titanate battery as the main industry, and Yinlong new energy was finally included in the Gree Electric Appliances Inc.Of Zhuhai(000651) system. In November of that year, Zhejiang Dun’An Artificial Environment Co.Ltd(002011) became the holding subsidiary of Gree Electric Appliances Inc.Of Zhuhai(000651) . In recent years, Zhejiang Dun’An Artificial Environment Co.Ltd(002011) has arranged air conditioning and refrigeration businesses related to new infrastructure and new consumer industries such as 5g, rail transit, cold chain and new energy vehicle thermal management, and has business contacts with Byd Company Limited(002594) , Geely, Chang’an, SAIC, FAW and other enterprises.
In addition, in September 2021, Konka Group planned to issue shares to purchase haisida power supply, which is mainly engaged in lithium-ion battery products. In November of that year, the Beijing Stock Exchange opened, and Changhong energy under Changhong holding group became the first batch of 81 listed companies on the Beijing stock exchange. Changhong energy’s main business is the R & D, production and sales of alkali manganese environmental protection batteries and lithium batteries.
During the national two sessions in 2021, TCL founder Li Dongsheng told the shell finance reporter of the Beijing news that he did not consider entering the field of new energy vehicle manufacturing in the future, but would make efforts in new energy vehicle related products. The biggest difference between new energy vehicle and traditional vehicle is that it is a huge mobile information terminal. All kinds of information need a display, which will be reflected in all kinds of on-board intelligent display devices.
Meanwhile, Huang Hongsheng, Li Dongsheng’s college classmate and founder of Skyworth, has started a new business in the new energy industry and established Kaiwo new energy vehicle group. In March 2021, Skyworth Group announced that it had signed a trademark transfer agreement with KaVo new energy automobile group, and KaVo new energy automobile group won some types of trademarks of Skyworth Group for 28 million yuan. After the trademark transfer, Skyworth automobile became a smart car brand under KaVo new energy automobile group.
\u3000\u3000 “Subject to the impact of market saturation and real estate downturn, the household appliance sector as a whole is not optimistic, and enterprises need new growth points. Whether they directly participate in vehicle manufacturing or products enter the vehicle space, they are all new paths; from the perspective of the development of the times, with the deepening interconnection of all things and the closer relationship between cars and homes, household appliance enterprises will at least choose to do strategic defense; from carbon neutralization and green development, etc In terms of planning, new energy vehicles will receive considerable policy dividends and era dividends. ” Home appliance industry analyst major general Ding said.
