How reliable are the new forces?

The new forces broke out this year.

Strictly speaking, the current “wave of new forces” is not the first wave of “new forces”. Non-automotive industries or non-integrated vehicle companies can be called into the automotive vehicle manufacturing industry. "New forces build cars."

The first "new forces to build a car" wave

Since the end of the last century, 90 years ago, Chinese cars have begun a wave of "new forces to build cars." Under the background of the policy of reform, opening up, and foreign exchange, a group of brain-stimulating and aggressive carmakers embarked on the road to self-employment. The Great Wall has been built to achieve SUVs through the pickup truck business; Chery has developed the foundry machinery parts business; there is a BYD from the battery industry to enter the new energy manufacturing industry across the border; more agglomeration of small household appliances, motorcycles, auspicious... ...

With the reform of Dongfeng, China’s autos began to make qualitative progress on the “small and complete” industrial system built after China’s liberation. From the beginning of the rise of Chery, Geely, and the Great Wall, ... to Lifan, Zhongtai, Magic Speed... Until the 2015 Han Teng Motors went public. It can be seen as the first wave of “new forces building a car”. It is worth noting that, apart from Chery, the first wave of new forces are all private enterprises.

After the millennium, the automotive industry faces enormous challenges as people demand more and more automobiles and the environment. First, the traditional drive system faces more stringent emission standards. Second, domestic pure electric vehicles are currently developing rapidly. However, there are still many shortcomings and they cannot fully satisfy the requirements of the automotive market. Third, our country's foundation The research and infrastructure construction is still not enough, and the system of construction and operation services needs to be more complete and flexible. Fourth, in the future development of electric and intelligent, policies and regulations are still not perfect; Fifth, new energy vehicles should be As an important starting point for pollution prevention and control. After the reform and opening up, the first wave of "new forces to build cars" companies are also facing product transformation and upgrading, the plight of the brand's upward development, the subversive changes brought about by science and technology, more stringent government supervision and the ongoing equity among car companies. M & A or restructuring.

The Second Wave of "New Forces"

In the first decade of the 21st century, the automotive industry is experiencing unprecedented levels of confusion. In this phase, drastic changes brought about by new technologies, new ideas, new players, and new fusions have strongly impacted traditional car manufacturing. Although automobile manufacturing is called an aircraft carrier-class enterprise, and although they have a long industrial chain, these cannot be changed in a short time, but they have unprecedented anxiety and anxiety. We joked that “barbarians want to create The car!"

Compared with the first wave of “new forces,” the reason why the wave of “new forces building a car” seems to be more vigorous is mainly because it is affixed with three major labels: First, new energy; Second, intelligent Third, Internet thinking.

The emerging forces of all parties in the new era are surging and the capital market is active. From PPT to high-profile bright swords, Alimazyun, Tencent Ma Huateng and Jingdong Liu Qiangdong have penetrated into the automotive industry. The electrification and intelligent technologies have been used by Weimar and Weilai. Xiaopeng played a new trick. The future car is not just a vehicle, but also a mobile office space, a mobile gym, or a mobile gourmet kitchen.

Therefore, compared to the first wave of “new forces building a car”, the current wave of “new forces building a car” wave, the subject matter, more welcome the joint venture market preference, while some “new forces” to build a car is also better at using the market financial policy . Since 2017, the financing amounts of Weilai Automobile, Weimar Automobile, Cars and Home, FMC, Aiqi Yiwei, and Zero Running Car have accumulated more than RMB 22.6 billion. In January 2018, Beiteng Motors announced that it would raise another 400 million U.S. dollars. Xiaopeng Motor also announced the start of 2.2 billion yuan in Series B financing. Just looking at the amount and scale of financing, it is enough to show how hot the new forces are at the current stage in the capital market.

The capital market and public opinion have high hopes for this wave of "new forces to build cars," and "new forces" have created tremendous pressure and challenges on the "old forces"!

Opportunities and challenges, the arena of the old and new forces

Many traditional vehicle companies stated that they are not worried that the market share will be eroded, but that new technologies will emerge and they may become spectators. Many domestic car companies, many people could not sit still, and their mentality changed and actively sought cooperation.

The veteran car companies faced the policy of new energy, and they also started a spurt development strategy. There have been traditional car manufacturers, such as JAC + Volkswagen, Zotye + Ford, Beiqi + Daimler, etc. Joint venture.

Intelligent, networked, almost every car company to launch new products in recent years must emphasize the key words, but also in interpersonal, intelligent driving, has a long-term product strategic planning. At the same time, not only to force on the product, but also build an intelligent, user-friendly car platform online and offline, with their own existing strength, to seize as much consumer awareness and market share.

The automotive industry has to enter a new life cycle. Whether it is the innovation of a large company or the entrepreneurship of a small business, it is not enough to go it alone. The old and new constructors’ forces have converged in recent years to open up the prelude to competition, traditional and emerging. , professional and cross-border, regular army and grasshopper heroes...

Seemingly good, there are many hidden dangers

However, many real problems also make the ambitious new forces manufacturers full of anxiety. The “three major policies” (high subsidies, limited line licenses, and direct intervention from governments in some areas) have promoted the rapid growth of new energy vehicles for four consecutive years, and policy-driven markets will eventually encounter bottlenecks in their development. This year, the foreign capital ratio of new energy vehicles will be abolished, and subsidies for new energy vehicles will be completely eliminated in the following year. Who will be the first “naked swimmer” after the new energy subsidies are withdrawn?

The so-called Internet thinking can not cure all diseases. "We must pay attention to the future of the Internet, we must not abuse the concept of the Internet, face the reality, seize the opportunity of the times, and conduct research on relevant technologies in a down-to-earth manner to form a competition for in-vehicle mobile technology and related digital technologies. "Advantages." It can be seen that the new era has given the automotive industry more responsibilities and pressures. The ever-changing international policies have also made the automotive industry more uncertain, but no matter what skepticism others have, there is no doubt We must be fortunate to have many unspeakable secrets. We can be born in such an age and witness different creators and creativity; perhaps they may not all succeed.