RCCN WeChat QrCode
Mobile WebSiteWith the subsidy policy gradually retreat, the new energy vehicle market-oriented role gradually increased. Experts predict that in 2020 will usher in the large-scale development of cross-border car prices, domestic new energy car prices will also face more serious challenges in the international competition. In the long energy industry chain of new energy vehicles, power battery is undoubtedly the core of the industrial chain. Therefore, the power battery business should be how to maintain synergies with the car to achieve China's auto industry, "corner overtaking", can be said that the next three years the key to development.
Depth strategic cooperation has become the mainstream trend
In fact, there are many cases of battery business and car prices. Research group learned that, at present, the domestic power battery companies and car prices of the cooperation model, in addition to BYD, more fluorine and other related to power batteries and vehicles at the same time, roughly divided into three categories: traditional procurement, strategic cooperation and capital cooperation.
The first is based on the price and supply factors of the traditional procurement model. Car prices can be flexible to choose suppliers to buy the battery products on the market for their own use.
The second is for the product development, market development, business model innovation and other multi-dimensional considerations and the formation of the depth of strategic cooperation model. Battery companies and car prices to carry out in-depth technical exchanges and joint research and development cooperation, through the exclusive agreement, the formation of technical and market barriers. Such as CATL and Dongfeng through in-depth technical exchanges and research and development cooperation, build industry ecology. This model can not only improve the efficiency of car enterprises and battery companies R & D efficiency, but also can effectively improve the power battery product matching, security, economy and so on.
The third is a joint venture to set up joint ventures and other companies based on capital cooperation. For example, Beiqi new energy and Guo Xuan Gaoke joint venture to build Qingdao power battery project, SAIC marriage CATL formation of power battery companies and PACK enterprises. This model, the vehicle and power battery business relationship between the more closely and stable, and can effectively coordinate the operation of the industrial chain to improve the overall capacity of the industry chain.
Undeniably, in the path of promoting the development of new energy automotive industry, the whole industry chain enterprises gradually formed a consensus: power battery enterprises and car enterprises in-depth strategic cooperation has become the mainstream trend. Of course, the car companies to take the strategy is also very flexible, in the traditional procurement or joint venture model will also actively reserve their own battery technology. Such as the Great Wall Motor in the current power battery all the outsourcing at the same time, also established its own R & D team.
Hand in hand win together into the nirvana
In the new energy automotive products have not yet achieved full life cycle verification, the downstream infrastructure is not sound under the background of the depth of cooperation in the industry chain is clearly more valuable, which is the new energy automotive industry chain business consensus and direction.
Great Wall Motor Deputy Chief Engineer Ma Zhonglong that only the coordinated development of the whole industry chain in order to achieve China's auto industry more secure "corner overtaking." The advantage of deep cooperation is that the price of power battery controllable, performance control, which will eventually form a new energy automotive industry's core competitiveness. "At present, the price of domestic new energy vehicles generally unrealistically high, compared to BMW, Volkswagen and other foreign car prices, we face the challenge is to performance with them almost the same time the price to be cheaper.
For the future of the new energy vehicle industry chain of coordinated development of the road, deputy general manager of China Aviation Lithuania Asia is full of confidence. "Early because of policy and other reasons, car prices and battery companies did not communicate with the full, but in the specifications on the requirements of the battery enterprises in order to meet the car to create a lot of battery specifications, virtually caused by the increase in power battery business costs "He said that the domestic development of new energy automotive industry is gradually standardized, especially in the field of passenger cars, industrial chain, the road of collaborative development has been clear.
Battery in the analysis of power battery business and car prices model found that simply stay in the product price and supply of strategic cooperation will not go too far, and in the process of cooperation to establish a new business model and ecological circle more meaningful. But it is worth noting that, compared to foreign power battery companies and car prices of strategic cooperation, the domestic cooperation model has the following two prominent features: First, different corporate culture differences and integrity issues, leading to some strategic alliance actual relationship loose, industry The development of the driving force is insufficient; Second, some industrial chain innovation and development model lack of benign development mechanism, there is a certain risk.
The future of new energy automotive industry competition, is different countries, regions, industrial chain integrity, standardization and innovative competition. Power battery practitioners should be aware of the situation as soon as possible, combined with their own characteristics, timely integration into the new energy vehicles in the whole industry chain layout, in the future development of the industry in an invincible position, to achieve the safety of China's automobile industry " overtake".
