On the first day of December, when the three head coaches of the “national team†of the automobile publicly shake hands in Wuhan, they once again pulled out a “Goldbach Conjecture†of merger and reorganization of the auto industry—the only three under the jurisdiction of the SASAC. State-owned major automobile companies, will their strategic cooperation start the merger and reorganization? “It seems that the deep cooperation between the three parties is better than the simple merger and reorganization.†On December 1, Fu Yuwu, chairman of the China Association of Automobile Engineering, said in an interview with a 21st Century Business Herald reporter. On December 1st, the three-party strategic cooperation between China FAW Group Corporation (hereinafter referred to as "FAW"), Dongfeng Motor Group Co., Ltd. (hereinafter referred to as "Dongfeng Motor") and Chongqing Chang'an Automobile Co., Ltd. (hereinafter referred to as "Changan Automobile") The framework agreement signing ceremony was held in Wuhan. According to the agreement, the three parties will carry out all-round cooperation in forward-looking and common technology innovation, full-value-chain operation of the auto industry, joint-venture “going global†and new business model, and jointly strive to promote the development of China’s auto market and the comprehensive strength of Chinese auto brands. Promote. As soon as the official news came out, the stock prices of listed companies such as Dongfeng Motor (600006), Changan Automobile (000625), FAW Xiali (000927), and FAW Car (000800) soared rapidly. Among them, FAW Xiali’s daily limit reached a surge of 9.1%. The listed company’s stock price was also driven. However, it is clear to all that the above-mentioned cooperation in the entire value chain must be "from imaginary to practical." “The cooperation of FAW, Dongfeng and Chang’an should start with new energy and intelligent network technology. However, in this respect, the three parties do not have core advantages. For example, for the battery technology that is crucial to new energy vehicles, the three parties do not have advantages. Therefore, to some extent, the tripartite cooperation is not a 'strong' alliance but a 'great' alliance. On December 3, An Qingheng, chairman of the China Automobile Industry Advisory Committee and former chairman of BAIC Group, told the 21st Century Business Herald reporter. The essence of this tripartite cooperation is to open up corporate resources and show the determination of the SASAC to promote reform. "First we must be together, then we can do things together. Under the unified arrangements of the Party Central Committee and the SASAC, there should be different things happening, and the international and domestic trends are such that we cannot but do it. We must do it. Cheng, this is a national event," said Zhang Junyi, partner of Weilai New Energy Industry Development Fund. Three cooperative paths first? Back two years ago, in May 2015, Dongfeng and FAW unveiled the curtain of defense change. Since then, the reorganization of FAW and Dongfeng Automobile continued. On February 17 this year, FAW Group and Dongfeng Motor Group signed a strategic framework agreement in Changchun. The two parties plan to jointly build a forward-looking and common technology innovation center. The cooperation contents mainly focus on the automotive intelligent networking, fuel cells, and lightweight fields. In August, Changan and FAW leaders exchanged their identities again. Xu Liuping, general manager of the China Ordnance Equipment Group Corporation and deputy secretary of the Party Group, and Xu Ping, chairman of the FAW Group and Party Committee Secretary, hailed Xu Ping as the chairman and secretary of the Party Committee of the FAW Group. Xu Pingnan served as Chairman of the Military Equipment Group. Less than a month later, Xu Ping led a delegation to Changchun, Jilin, and went deep into FAW research to discuss with Xu Liuping. He believed that FAW Group and Changan Automobile are engaged in product technology R&D, procurement, manufacturing, logistics, management, new energy, new business, etc. Each side has its own advantages. The two sides strengthen interactions in these areas and have complementary advantages. They can effectively optimize the allocation of resources, produce a good synergy, and promote win-win development. On September 3, Xu Liuping stated that after 30 days of running the new FAW, FAW and Changan are very likely to cooperate, and will “sweep the knife†to their own plate, so that Hongqi will become the first luxury car brand in China. Three months later, the three parties reached a cooperation agreement. According to the contents of the agreement, first of all, in the field of forward-looking common technology innovation, the three car companies will actively participate in the formation of the Smart China Net Auto Innovation Center. Changan Automobile, together with China FAW and Dongfeng Motor, will create a “forward-looking common technology innovation centerâ€. The specific contents include the joint investment and development of strategic core technologies and platforms centering on new energy, intelligence, networking, and light weight, and sharing technological achievements. Secondly, in the area of ​​automotive full-value chain operations, the three parties will focus on strengthening the synergy between traditional vehicle platforms and powertrains, cooperation in production and manufacturing, and collaborative procurement, and deepen cooperation in logistics. It is worth noting that the above-mentioned areas of cooperation have been clearly established in the "Guidelines for the Development of Common Key Technologies for Industries (2017)" organized by the Ministry of Industry and Information Technology. Common key technologies such as electric drive system technology, intelligent network-linked automotive technology, and battery power storage System technology, power battery automatic information technology and equipment, automotive energy-saving technology. On December 3, Cui Dongshu, secretary-general of the National Passenger Vehicle Market Information Association, publicly stated that it is necessary for big groups to conduct joint R&D on common technologies, so that the funds invested are greater, the R&D system is more meticulous, and the forward-looking is stronger. Can form the basic contribution of the industry. In addition, in the expansion of overseas markets, the three parties will actively implement the national “One Belt and One Road†initiative to explore in-depth cooperation in overseas products, overseas terminal network resources, overseas business partners, overseas manufacturing resources, and international logistics. The three parties will also jointly explore new business models, strengthen forward-looking research and cooperation in automobile sharing, travel services, and the new ecology of the automotive industry, discuss collaboration in the financial sector, and jointly plan the participation in smart cities and smart transportation construction. In fact, apart from the convergence of resources, the three car companies will have advantages in joint sea and intelligent network technology. Now that China's car companies are out of the cold, one is the adverse impact of changes in foreign political environment and exchange rates; the second is that Chinese companies are pushing down the price to engage in vicious competition; and third, the quality of independent brands is not overly hard. “The formation of a coalition in export is certainly beneficial, and at least the three major groups will not push each other to cut down on vicious competition, and it will also help reduce costs. In addition, in the development of smart gridlink autos, Chinese companies are doing too much pressure on their own infrastructure. Big, the state should carry out policy support and resources building,†said the industry analyst. On the whole, at present, the three major automobile central enterprises have more realistic cooperation directions. “One is to share the resources of parts and components to form a stronger bargaining power, the other is to share the development risks and costs of common key technologies, and the third is to modularize the key subsystems to form a scale advantage.†On December 3, one was close to Chang’an Automobile. Industry sources told the 21st Century Business Herald reporter. Difficulties still exist However, the cooperation of the three major auto groups will not be easy. “The three major groups are rivals in these areas of cooperation. There are huge barriers to cooperating with brothers in the market and cooperation in the field of competition. The three major groups have different supplier systems, logistics systems, and sales systems. Incorporating the different business concepts and interests of multinational corporations, it is not optimistic to transform and reorganize these systems in the context of competing with each other,†said Zhao Ying, Director of the Industrial Development Office of the Institute of Industrial Economics at the Chinese Academy of Social Sciences. Zhao Ying believes that the three major groups have different technical standards in the field of car joint ventures. This is the biggest obstacle to deepening cooperation. "Different technical standards will also have a huge impact on the cooperation between supply systems." At the same time, an automotive industry analyst told the 21st Century Business Herald reporter that the reform of state-owned enterprises needs to dig deeper into the essence of the problem. The primary issue is to resolve the issue of FAW Red Flag. “When Xu Liuping goes to FAW, the problems of heavy trucks and liberation and joint venture brands will all be solved. The main challenge is the self-owned brand, and the red flag is the biggest problem. FAW has been lagging behind for so many years. The slogan of rejuvenating the red flag is very tempting, but it is unrealistic.†He also said that Dongfeng’s independence is not as good as that of Chang’an, but it is generally stronger than that of FAW. At present, the development of Dongfeng’s own cars and new energy is accelerating, and Chang’an is among the best among the three. However, with the three parties joining hands, the financial strength will be stronger. Last year, Dongfeng released the “583†implementation plan for new energy vehicles, including five core resources control plans, eight key technology development plans, and three business model innovation plans, with a total investment of 20 billion yuan. Funds to ensure the goal is reached. As for Chang'an, in 2017, Chang'an Automobile will strengthen forward-looking research on new energy, intelligence, car sharing, travel services, and ecology of the new automobile industry. On October 19, Changan Automobile released the “Shangri-La Planâ€, which aims to achieve the three major new energy sources through 2020, through the “Ten Thousand Billion Actions,†“Millions of R&D,†“Partnership,†and “Extreme Experience,†four strategic actions. The creation of a dedicated platform; the complete suspension of the traditional meaning of fuel vehicles in 2025 to achieve full electrification and the introduction of hybrid models with energy recovery and electric drive, including electric, plug-in hybrid, PHEV, and 48V. In addition, Changan Automobile insists on independent research and development, and invests 5% of its sales revenue into R&D every year. Currently, it has established global focus in Chongqing, Beijing, Hebei, Hefei, Turin, Italy, Yokohama, Japan, Birmingham, United Kingdom, Detroit, and Silicon Valley. Collaborative R&D structure, with 16 bases worldwide, 35 vehicle and engine factories, and 10 key overseas markets. It is expected that by 2020, Changan Automobile will continue to promote the construction of overseas factories in Iran and Pakistan, and further improve the global R&D system and build intelligence. Research and development layout. On the same day as the three parties signed the contract, the Changan Automobile official website published: "In terms of going global and looking forward to technical research, Chang'an will maximize its cooperation with China FAW and Dongfeng Motor and enhance the influence of Chinese brands." "Once upon a time, we will shake hands and kick our feet. We must start from the leadership. Cooperation is very difficult. We must develop a good product." Wang Binggang, former director of the China Automotive Technology and Research Center, and the last 21st century economy The report told reporters. Sky Curtain Uno,Landscape Lighting Of Outdoor Buildings,Ip67 Led Cabinet Light,Led Light Aluminum Alloy Kindwin Technology (H.K.) Limited , https://www.szktlled.com