1 thought on “Quickly push the strategy upgrade, and complete the business group split during the Chinese car era”
Antonia
Tram exchange News: On February 25, 2021, the CRRC Times Electric Vehicle Co., Ltd. (hereinafter referred to as the "CRRC Times") held a grand construction ceremony at the latest Hunan Changde New Energy Bus production base, and announced the establishment of electricity The Bus Division, just today, was officially unveiled during the CRRC Times Electric Bus Division. Inned for trams, while the CRRC was established in the CRRC era, the CRRC was rapidly promoting the adjustment of the organizational structure of the new energy vehicle sector. Relying on the original system of the Chinese car era The Ministry, Sanitation Vehicle Division, Special Vehicle Division, Power System and Core Space Division. It data shows that the sales of the CRRC established in 2007 and 2020 new energy passenger cars exceeded 5,000 in two consecutive years, entering the first camp of the domestic bus industry. According to statistics from tram exchange data, Sichuan Province is based on Sichuan Province. For example, the CRRC era realized a total of over 300 new energy buses in 2020, and the local market share has surpassed the industry leader Yutong bus, ranking first in the region. In the context of the continuous fluctuations of the new crown epidemic, the splitting of the bus business department in the era of CRRC was obviously an important strategy of comprehensively deploying the electrification of commercial vehicles and promoting the layout of the entire industrial chain of the new energy vehicle. However, why did the CRRC choose to make such strategic adjustments in early 2021? For the new energy vehicle industry, a large -scale enterprise in the era of CRRC has made a comprehensive adjustment strategy not only surprising and challenging. The surprise is that there are more companies that comprehensively support the electrification of commercial vehicles, but For participants in the market segment, there is a strong competitor. In the context of the continuous innovation of the rail transit industry, China CRRC Group's new energy vehicle industry has entered the fast track of development. The policy and market bipolar driver, industrial blessing business group split The new energy vehicle industry in my country has achieved rapid development in the past few years. Xiao Yaqing, Minister of Industry and Information Technology today, said in an interview that in recent years, the Ministry of Industry and Information Technology and relevant state departments have jointly introduced more than 60 support policies and measures. With the joint efforts of all parties, the basic materials, basic parts, motors, electricity, electricity, electricity, electricity, electricity, and electricity of the new energy vehicle industry All aspects of control, batteries and vehicles have achieved substantial breakthroughs. The production and sales of new energy vehicles ranked first in the world for 6 consecutive years, and the cumulative promotion of more than 5.5 million units. The policy that supports new energy vehicles is still being released. In the latest release of the "New Energy Vehicle Industry Development Plan (2021-2035)", it proposed that pure electric vehicles will become the mainstream of new sales vehicles by 2035. The development of the energy vehicle industry indicates the direction, and at least vehicles in the public domain include bus, rental, sanitation, logistics distribution and other fields. This planning still has very clear requirements for some areas. From 2021, from 2021, the national ecological civilization pilot zone and key areas of air pollution prevention and control are newly added or updated in vehicles such as bus, rental, logistics distribution and other vehicles The proportion of new energy vehicles is not less than 80%. According to the "Implementation Plan for the National Ecological Civilization Pilot Zone" issued by the Central Office and the State Council, there have been clear implementation places in Fujian, Jiangxi, Guizhou, and Hainan since 2016, and this list is still being updated. In addition to the long -term planning of this national level, in the public domain, the competent department of the automotive industry has been soliciting opinions on the "Promoting Vehicle Electrification Action Plan for the Public Realm". Special operations of vehicles in the field have further increased the promotion of new energy vehicles in the fields of bus, rent, sanitation, logistics and distribution. Under the support of industrial policy and the development of the industry itself, the cost advantage of new energy vehicles has gradually emerged, especially in the cost of purchase. When new energy vehicles began to develop on a large scale in 2015, no matter what models could not leave subsidies from national and local governments. By 2021, the state subsidy has receded to a neglected stage. Both producers and consumers no longer pay too much attention to state subsidies, and everyone began to pay attention to the product itself. The important reasons that can cause these changes are technological progress and cost reduction. According to public information statistics, the average price of power batteries dropped from 2400 yuan/kWh in 2015 to 1,000 yuan/kWh in 2020, and the average price of the power system dropped from 25,000 yuan/set in 2015 to 14,000 yuan/set in 2020/set in 2020 In five years, the prices of these core parts are almost cut. At the same time as the price is reduced, the quality is constantly improving. Today, these new energy core parts can be promised for 8 years of quality insurance to completely dispel the worries of buyers. It's direction of national policy, its direction is very clear, and the CRRC era, as a new energy commercial vehicle company dominated by passenger cars, rely on many industries of China CRRC Group. The entire industry chain of the car is not difficult. Now there are clear policy guidelines and mature and stable markets, and the cost advantage of new energy vehicles has also appeared. In the beginning of the "Fourteenth Five -Year Plan", it is true that the adjustment of the organizational structure adjustment is true. It is in line with the trend. The four major business departments each have Qianqiu The tram exchange learned from the interior of the CRRC that after the adjustment of the organizational structure of the Chinese car era, such an organizational structure will be formed. The first is the bus business department. The bus business will rely on the latest construction of the Hunan Changde production base. The base actually invested more than 4 billion yuan. It is a modern passenger car super factory with an annual output of 20,000 units. The factory covers an area of more than 1,000 acres and adopts the world's most advanced production equipment, which can achieve automation and informatization of key process and equipment. More than a thousand sets of robots and robotics are used. At present, the team of the bus business department has completed the peeling, and the backbone employees of the passenger car business under the time of the CRRC era have been in the passenger car business department. The second is the sanitation vehicle division. The sanitation vehicle business will rely on the production base of Zhuzhou during the CRRC. In the future, the production line of Zhuzhou in Zhuzhou will be adjusted to the sanitation vehicle production line. The third is the dedicated vehicle business department. The production of special vehicles will be carried out in Wuxi Base. FAW Bus (Wuxi) Co., Ltd., which is based on the capital increase and expansion of capital increases in 2018, is today's Wuxi Zhongzhong Car New Energy Vehicle Co., Ltd.. The fourth is the power system and core component business department. This business adjustment should be enlarged to China CRRC Group. At present, CRRC Zhuzhou Electric Co., Ltd., Chengdu CITC Electric Co., Ltd., Zhuzhou Zhongxi Electric Electric Co., Ltd. and CRRC Times Power System Branch have entered the new energy vehicle recommendation directory, According to statistics from tram, in 2020, the number of product announcements of the power system under the new energy commercial vehicle of China CRRC Group ranked third in the number of new energy commercial vehicles. Judging from these actual results, the CRRC era rely on China CRRC Group, and it has very good power system technology and talent reserves. is not only that. In order to promote the development of the power system business, in May 2020, the CRRC also established Changsha CRRC Zhichang New Energy Technology Co., Ltd. (hereinafter referred to as "CRRC Zhiyu"). Xue Feng, general manager of the former CRRC Times Marketing Center, showed his emphasis on power system business in the era of CRRC. According to tram Hui, as the core of the vehicle business of China CRRC Group, the CRRC Times Power System Branch has the most complete team of China CRRC Group's technology reserves, which can be called the brain of China CRRC Group's core technology. It does not rule out the merger of the Power System Branch of the CRRC. The market changes have spawned corporate change . Although the development of new energy vehicles is in full swing, the business of new energy city passenger cars has begun to move from the star stage to the thin dog stage. Let's take a look at the demand for new energy city buses. In March 2015, the Ministry of Transport proposed that in 2020, the total number of new energy vehicles in the fields of urban bus, rental, and urban logistics distribution reached 300,000, of which 200,000 new energy city buses reached 200,000. That is to say, the original goal was to sell 200,000 units in 5 years. , the growth rate then exceeded expectations. By 2018, the number of new energy cities has reached 300,000. The amount was adjusted to 600,000 units. How is the market for new energy city buses? The information learned from the China Road Transport Association is that my country's new energy buses demand each year does not exceed 200,000. But the current production capacity of the industry has obviously exceeded this level. The investment and exchange market that has emerged in the past few years has allowed many car companies to have a wide range of production capacity across the country. Tram exchange is based on public information statistics. New energy passenger car production capacity is close to 50,000 vehicles. The industry leading enterprise Yutong and Zhongtong have also prepared production capacity. The market capacity is only so large, but there are many participants, and the production capacity has far exceeded the actual demand. New energy city passenger cars have entered a stage of overcapacity. For any passenger car company, in order to continue to achieve growth, new businesses must be continuously developed. It as we all know, new energy city passenger cars generally depend on local fiscal appropriations to buy cars, but due to the impact of the epidemic, local fiscal revenue decreased sharply in 2020. According to data from the Ministry of Finance, the fiscal revenue of Beijing, Shanghai, Chongqing, Guangzhou and other cities in 2020 are all With different degrees of decline, taking Tianjin as an example, its local fiscal revenue in 2020 was 1920.08 billion yuan, a year -on -year decrease of 20.3% The local fiscal revenue decreased, but there are still two ways to buy a car. Temporary car purchase, either compress the budget. Regardless of the choice, the direct impact of the industry is the shrinking of the industry and entering the low gross profit margin stage. The period of production and sales in the CRRC has entered the first echelon of the domestic bus industry. The insurance data shows that in 2019, the sales volume of new energy passenger cars in the CRRC in 2019 is 5102 vehicles, ranking fourth in the industry. It is 5200 vehicles, second only to Yutong Bus and Jinlong Automobile Group, ranking third in the industry. For enterprises like CRRC, after entering a certain stage, they will inevitably experience a profound organizational change. If according to the new energy vehicle recommendation directory information of tram exchange statistics, the number of passenger declarations in the 2018 car of the CRRC reached the peak, and then the number of products declined; however Applying 13 models. The just -launched sanitation vehicle business completed sales of more than 100 million yuan in 2020. At present, Yibin, Zhuzhou and other places have begun to put in batches of Chinese vehicles. The sanitation vehicle business has a good start and has a wide range of markets. The prospects are normal to independently become a business department. The article is taken from tram Hui 20210301 from Beijing
Tram exchange News: On February 25, 2021, the CRRC Times Electric Vehicle Co., Ltd. (hereinafter referred to as the "CRRC Times") held a grand construction ceremony at the latest Hunan Changde New Energy Bus production base, and announced the establishment of electricity The Bus Division, just today, was officially unveiled during the CRRC Times Electric Bus Division.
Inned for trams, while the CRRC was established in the CRRC era, the CRRC was rapidly promoting the adjustment of the organizational structure of the new energy vehicle sector. Relying on the original system of the Chinese car era The Ministry, Sanitation Vehicle Division, Special Vehicle Division, Power System and Core Space Division.
It data shows that the sales of the CRRC established in 2007 and 2020 new energy passenger cars exceeded 5,000 in two consecutive years, entering the first camp of the domestic bus industry. According to statistics from tram exchange data, Sichuan Province is based on Sichuan Province. For example, the CRRC era realized a total of over 300 new energy buses in 2020, and the local market share has surpassed the industry leader Yutong bus, ranking first in the region.
In the context of the continuous fluctuations of the new crown epidemic, the splitting of the bus business department in the era of CRRC was obviously an important strategy of comprehensively deploying the electrification of commercial vehicles and promoting the layout of the entire industrial chain of the new energy vehicle. However, why did the CRRC choose to make such strategic adjustments in early 2021?
For the new energy vehicle industry, a large -scale enterprise in the era of CRRC has made a comprehensive adjustment strategy not only surprising and challenging. The surprise is that there are more companies that comprehensively support the electrification of commercial vehicles, but For participants in the market segment, there is a strong competitor. In the context of the continuous innovation of the rail transit industry, China CRRC Group's new energy vehicle industry has entered the fast track of development.
The policy and market bipolar driver, industrial blessing business group split
The new energy vehicle industry in my country has achieved rapid development in the past few years. Xiao Yaqing, Minister of Industry and Information Technology today, said in an interview that in recent years, the Ministry of Industry and Information Technology and relevant state departments have jointly introduced more than 60 support policies and measures. With the joint efforts of all parties, the basic materials, basic parts, motors, electricity, electricity, electricity, electricity, electricity, and electricity of the new energy vehicle industry All aspects of control, batteries and vehicles have achieved substantial breakthroughs. The production and sales of new energy vehicles ranked first in the world for 6 consecutive years, and the cumulative promotion of more than 5.5 million units.
The policy that supports new energy vehicles is still being released. In the latest release of the "New Energy Vehicle Industry Development Plan (2021-2035)", it proposed that pure electric vehicles will become the mainstream of new sales vehicles by 2035. The development of the energy vehicle industry indicates the direction, and at least vehicles in the public domain include bus, rental, sanitation, logistics distribution and other fields.
This planning still has very clear requirements for some areas. From 2021, from 2021, the national ecological civilization pilot zone and key areas of air pollution prevention and control are newly added or updated in vehicles such as bus, rental, logistics distribution and other vehicles The proportion of new energy vehicles is not less than 80%. According to the "Implementation Plan for the National Ecological Civilization Pilot Zone" issued by the Central Office and the State Council, there have been clear implementation places in Fujian, Jiangxi, Guizhou, and Hainan since 2016, and this list is still being updated.
In addition to the long -term planning of this national level, in the public domain, the competent department of the automotive industry has been soliciting opinions on the "Promoting Vehicle Electrification Action Plan for the Public Realm". Special operations of vehicles in the field have further increased the promotion of new energy vehicles in the fields of bus, rent, sanitation, logistics and distribution.
Under the support of industrial policy and the development of the industry itself, the cost advantage of new energy vehicles has gradually emerged, especially in the cost of purchase. When new energy vehicles began to develop on a large scale in 2015, no matter what models could not leave subsidies from national and local governments. By 2021, the state subsidy has receded to a neglected stage. Both producers and consumers no longer pay too much attention to state subsidies, and everyone began to pay attention to the product itself.
The important reasons that can cause these changes are technological progress and cost reduction. According to public information statistics, the average price of power batteries dropped from 2400 yuan/kWh in 2015 to 1,000 yuan/kWh in 2020, and the average price of the power system dropped from 25,000 yuan/set in 2015 to 14,000 yuan/set in 2020/set in 2020 In five years, the prices of these core parts are almost cut. At the same time as the price is reduced, the quality is constantly improving. Today, these new energy core parts can be promised for 8 years of quality insurance to completely dispel the worries of buyers.
It's direction of national policy, its direction is very clear, and the CRRC era, as a new energy commercial vehicle company dominated by passenger cars, rely on many industries of China CRRC Group. The entire industry chain of the car is not difficult. Now there are clear policy guidelines and mature and stable markets, and the cost advantage of new energy vehicles has also appeared. In the beginning of the "Fourteenth Five -Year Plan", it is true that the adjustment of the organizational structure adjustment is true. It is in line with the trend.
The four major business departments each have Qianqiu
The tram exchange learned from the interior of the CRRC that after the adjustment of the organizational structure of the Chinese car era, such an organizational structure will be formed.
The first is the bus business department. The bus business will rely on the latest construction of the Hunan Changde production base. The base actually invested more than 4 billion yuan. It is a modern passenger car super factory with an annual output of 20,000 units. The factory covers an area of more than 1,000 acres and adopts the world's most advanced production equipment, which can achieve automation and informatization of key process and equipment. More than a thousand sets of robots and robotics are used. At present, the team of the bus business department has completed the peeling, and the backbone employees of the passenger car business under the time of the CRRC era have been in the passenger car business department.
The second is the sanitation vehicle division. The sanitation vehicle business will rely on the production base of Zhuzhou during the CRRC. In the future, the production line of Zhuzhou in Zhuzhou will be adjusted to the sanitation vehicle production line.
The third is the dedicated vehicle business department. The production of special vehicles will be carried out in Wuxi Base. FAW Bus (Wuxi) Co., Ltd., which is based on the capital increase and expansion of capital increases in 2018, is today's Wuxi Zhongzhong Car New Energy Vehicle Co., Ltd..
The fourth is the power system and core component business department. This business adjustment should be enlarged to China CRRC Group. At present, CRRC Zhuzhou Electric Co., Ltd., Chengdu CITC Electric Co., Ltd., Zhuzhou Zhongxi Electric Electric Co., Ltd. and CRRC Times Power System Branch have entered the new energy vehicle recommendation directory, According to statistics from tram, in 2020, the number of product announcements of the power system under the new energy commercial vehicle of China CRRC Group ranked third in the number of new energy commercial vehicles. Judging from these actual results, the CRRC era rely on China CRRC Group, and it has very good power system technology and talent reserves.
is not only that. In order to promote the development of the power system business, in May 2020, the CRRC also established Changsha CRRC Zhichang New Energy Technology Co., Ltd. (hereinafter referred to as "CRRC Zhiyu"). Xue Feng, general manager of the former CRRC Times Marketing Center, showed his emphasis on power system business in the era of CRRC. According to tram Hui, as the core of the vehicle business of China CRRC Group, the CRRC Times Power System Branch has the most complete team of China CRRC Group's technology reserves, which can be called the brain of China CRRC Group's core technology. It does not rule out the merger of the Power System Branch of the CRRC.
The market changes have spawned corporate change
. Although the development of new energy vehicles is in full swing, the business of new energy city passenger cars has begun to move from the star stage to the thin dog stage.
Let's take a look at the demand for new energy city buses. In March 2015, the Ministry of Transport proposed that in 2020, the total number of new energy vehicles in the fields of urban bus, rental, and urban logistics distribution reached 300,000, of which 200,000 new energy city buses reached 200,000. That is to say, the original goal was to sell 200,000 units in 5 years.
, the growth rate then exceeded expectations. By 2018, the number of new energy cities has reached 300,000. The amount was adjusted to 600,000 units.
How is the market for new energy city buses? The information learned from the China Road Transport Association is that my country's new energy buses demand each year does not exceed 200,000.
But the current production capacity of the industry has obviously exceeded this level. The investment and exchange market that has emerged in the past few years has allowed many car companies to have a wide range of production capacity across the country. Tram exchange is based on public information statistics. New energy passenger car production capacity is close to 50,000 vehicles. The industry leading enterprise Yutong and Zhongtong have also prepared production capacity.
The market capacity is only so large, but there are many participants, and the production capacity has far exceeded the actual demand. New energy city passenger cars have entered a stage of overcapacity. For any passenger car company, in order to continue to achieve growth, new businesses must be continuously developed.
It as we all know, new energy city passenger cars generally depend on local fiscal appropriations to buy cars, but due to the impact of the epidemic, local fiscal revenue decreased sharply in 2020. According to data from the Ministry of Finance, the fiscal revenue of Beijing, Shanghai, Chongqing, Guangzhou and other cities in 2020 are all With different degrees of decline, taking Tianjin as an example, its local fiscal revenue in 2020 was 1920.08 billion yuan, a year -on -year decrease of 20.3%
The local fiscal revenue decreased, but there are still two ways to buy a car. Temporary car purchase, either compress the budget. Regardless of the choice, the direct impact of the industry is the shrinking of the industry and entering the low gross profit margin stage.
The period of production and sales in the CRRC has entered the first echelon of the domestic bus industry. The insurance data shows that in 2019, the sales volume of new energy passenger cars in the CRRC in 2019 is 5102 vehicles, ranking fourth in the industry. It is 5200 vehicles, second only to Yutong Bus and Jinlong Automobile Group, ranking third in the industry. For enterprises like CRRC, after entering a certain stage, they will inevitably experience a profound organizational change.
If according to the new energy vehicle recommendation directory information of tram exchange statistics, the number of passenger declarations in the 2018 car of the CRRC reached the peak, and then the number of products declined; however Applying 13 models. The just -launched sanitation vehicle business completed sales of more than 100 million yuan in 2020. At present, Yibin, Zhuzhou and other places have begun to put in batches of Chinese vehicles. The sanitation vehicle business has a good start and has a wide range of markets. The prospects are normal to independently become a business department.
The article is taken from tram Hui 20210301 from Beijing