2020 TEDA Auto Forum: How do the top management of auto companies cope with the current situation?

The 16th China International Forum on Automobile Industry Development (TEDA) was held in Tianjin from September 4 to 6, 2020, with the theme of "Double Upgrading of Industrial Consumption? The annual theme of "Reconstructing the New Ecological Pattern" is the development layout of automobile industry.

On September 5th, many senior executives of domestic and foreign auto companies conducted in-depth discussions on topics such as restructuring the business format driven by policies and markets, and Industry-University-Research's cooperation to help high-quality development, and jointly discussed the industry development trends and coping strategies.

Facing the complicated situation of the automobile industry, how do the top management of automobile enterprises understand it? How should they respond? Next, I'd like to share with you some views of the TEDA high-level forum.

Chairman and Party Secretary of Dongfeng Motor Group Co., Ltd.? Zhu Yanfeng: Grasp the industrial changes? Promote balanced development

Chairman and Party Secretary of Dongfeng Motor Group Co., Ltd.? Zhu yanfeng

First, industrial transformation and upgrading is not only driven by technology, but also requires insight into customer changes and respect for customer participation.

The transformation and upgrading of the automobile industry is not simply driven by technology. The most important thing is to gain insight into customer changes, respect customer participation and continuously create value for customers.

Second, the relationship between automobile enterprises has gradually become mainstream from competition to cooperation.

At present, cooperation between traditional automobile industries, upstream and downstream cooperation and cross-border cooperation has become an important trend of industry development. This cooperation is not only reflected in R&D, procurement, manufacturing and sales, but also in capital alliance and strategic alliance. It has the characteristics of many fields, deep levels and many aspects. It can be predicted that the cooperation between enterprise alliance and ecological circle will become the key factor for enterprises to gain advantages.

Third, automobile enterprises should follow the trend and promote balanced development.

1. To promote the balance between product technology and market demand, it is advisable to keep half a step or one step ahead of the market demand trend.

Using information technology to enhance the interaction with customers, in order to meet the needs of consumers as the starting point and destination. In terms of product and technological innovation, it is best to grasp the rhythm and lead the market demand trend by half a step to form a dynamic balance relationship with market consumption.

2. Promote the balance between upstream and downstream of the industrial chain.

Promote the balanced development of parts and vehicles, improve the ability of "three synchronizations" of parts and vehicles-synchronous development, quality and cost, strengthen chain replenishment, solid chain and strong chain, master core technologies and key resources, and promote the safe, healthy and sustainable development of industrial chain.

3. Promote the balance of competition and cooperation among enterprises.

Enterprises in the industry should join hands, actively cooperate in basic research, key core technology research, business model innovation and other fields, and at the same time launch differentiated competition in the terminal market. * * * With the cultivation of the market, * * * has a big cake in the market.

4. Promote policy supply and market balance.

While giving full play to the decisive role of the market in resource allocation, we should give full play to the role of the government, guide the market to compete fully and orderly, and establish a good environment for automobile consumption and use.

Member of the Standing Committee of the Party Committee and Deputy General Manager of China FAW Group Co., Ltd.? Lei Ping: Seize the opportunity, accelerate the transformation and develop national brands.

Member of the Standing Committee of the Party Committee and Deputy General Manager of China FAW Group Co., Ltd.? Lei Ping

The new four modernizations bring new opportunities, and the new infrastructure lays the foundation for network upgrading. With the further opening of China's automobile industry, China's automobile industry will face more fierce competition.

Despite the increasingly fierce competition, the new four modernizations have brought new opportunities for the transformation and upgrading of China's automobile industry for independent brands in China. At the same time, new network infrastructures such as big data, artificial intelligence, 5G and charging and replacing facilities have also laid the foundation for network upgrading.

Seize the opportunity and accelerate the transformation and development. At present, multinational companies are undergoing transformation, but the process of transformation is also full of difficulties. For China automobile industry, the transformation of the industry should be regarded as both a crisis challenge and an opportunity.

Because both multinational companies and independent brands are facing the same challenge, that is, accelerating transformation. As long as we seize the opportunity and accelerate the transformation and development, we will have the opportunity to catch up. The key is to look at our strategies and actions.

In the future, the new opportunities brought by electrification, intelligence, networking and enjoyment will become the new driving force for the next high growth of independent brands.

We should be determined to develop national brands, master key technologies and core technologies independently, realize self-improvement, focus on strategic vision and goals, take users as the center and products as the main line, and meet the great challenges and opportunities of the automobile industry.

China, Executive Director and Minister of Honda Technology Industry Co., Ltd., General Manager of Honda Technology Industry (China) Investment Co., Ltd. and General Manager of Honda Technology (China) Co., Ltd.? Inoue wins history: accelerating the expansion of electrification product line and the landing of vehicle networking technology

China, Executive Director and Minister of Honda Technology Industry Co., Ltd., General Manager of Honda Technology Industry (China) Investment Co., Ltd. and General Manager of Honda Technology (China) Co., Ltd.? Inoue Katsumi

First, continuously enrich electrification technology, speed up product line expansion, and promote a new plug-in hybrid power system.

Honda has continuously enriched its electrification technology and accelerated the expansion of its product line. In the field of electrification, in 20 18, Honda put forward the medium-term vision of electrification in China-from 20 18 to 2025, more than 20 electric vehicles will be put into China, and these measures will continue to be actively and rapidly promoted.

At present, Honda is fully researching and developing the first pure electric vehicle of Honda brand in China market, and will introduce the progress of this new car on auto china this year.

In terms of batteries, it is estimated that in 2022, Contemporary Ampere Technology Co., Ltd. will begin to provide batteries for new energy vehicles produced by Honda in China. The two sides will also explore expanding cooperation in the global field and further explore the battery recycling mechanism.

Second, Honda's development direction in the field of car networking technology

In terms of car networking technology, Honda and the third generation Honda Neusoft Reich established Haina Xinsi Zhixing Service Co., Ltd.? Connect, as the first product of Heiner Xinsi, will be launched next year, and will be used in new Honda brand models, and will gradually expand the models in the future.

Deputy Secretary and General Manager of Anhui Jianghuai Automobile Group Holding Co., Ltd.? Xiang Xingchu: Does Industry-University-Research use deep integration? Leading sustainable innovation and development

Deputy Secretary and General Manager of Anhui Jianghuai Automobile Group Holding Co., Ltd.? Xiang xingchu

From the development of automobile industry, Industry-University-Research innovation is an inevitable requirement for China automobile industry to move from high-speed growth to high quality. We must effectively promote the design of Industry-University-Research's deep integration governance system, stimulate innovation potential, accelerate the research on key core technologies, build Industry-University-Research's collaborative innovation ecosystem, and promote the integration and innovation of multiple elements.

Four suggestions on the deep integration of Industry-University-Research;

First, industrial consumption has been upgraded, with intelligence, electric power, networking and * * * enjoying the new four modernizations as the direction and focus.

Second, closely combine the actual situation of each enterprise, especially the market demand, and build the Industry-University-Research cooperation system. Focus on commercialization and provide users with high-quality enterprises and value.

Third, we must firmly grasp the key core technologies, firmly grasp the independent and controllable industrial chain of key core technologies, and build a platform for all enterprises to participate in * * * technologies.

Fourthly, in the process of high-quality development of automobile industry, the construction of national standard system is the most important and has made great achievements. Industry-University-Research also needs the active participation of government departments. The government and Industry-University-Research should join hands to strengthen research and promotion around the construction of standards, so as to improve the overall competitiveness of the entire automobile industry.

Executive Vice President of Changan Automobile? Li Wei: China's auto market is facing multi-dimensional reconstruction, so we should seize three opportunities.

Executive Vice President of Changan Automobile? Li Wei

The first opportunity is related to the economy. China's economy is developing with high quality. After the impact of the epidemic, China's economy showed strong resilience, taking the lead in getting out of the epidemic, restoring economic order and fully realizing the resumption of work and production. Macro-control continued to exert efforts to boost market consumption, stabilize growth, adjust the structure, and promote high-quality economic development.

The second opportunity is related to the industry, and the market prospects, especially the head enterprises, have greater market space. First of all, China has great market potential. In the first half of the year, China's automobile market accounted for about 32.5% of global sales, the highest proportion in the last fifteen years, and it is still expected to continue to improve. The new car market still has a capacity of 35 million to 40 million, which has great prospects.

Secondly, the market structure has changed, so that excellent brands have more opportunities. From June to August, 65438, the automobile sales volume in China is expected to decrease by 10.2% year-on-year, but the Matthew effect is obvious, the price war and quality war are more obvious, and the market space of head enterprises is larger.

The third opportunity is related to people and technology, and the existing products are far from meeting the needs of consumers. Consumer groups are gradually evolving. After 90, 95 and 00, users are becoming the main force, and consumer demand is changing from functional satisfaction to personalized satisfaction.

Compared with the European and American markets, the redemption time of consumers in China is shorter, and automobile technology and products must be introduced at a faster speed. At present, the products on the market are far from meeting the needs of consumers.

The first product of the high-end series recently listed by Chang 'an has not undergone subversive evolution, but it has captured the preferences of young consumers and is widely sought after, which proves that there is still much room for improvement in meeting the needs of consumers.

In addition, the value of automobile products has shifted from hardware to software, and software capability will be the foundation of future automation and the core of competitiveness. The future car will be a mobile multifunctional space, a large intelligent mobile terminal, a data acquisition, energy and energy storage unit. Changes in users, technologies and products have provided a strong impetus for the overall transformation of the commercialization model.

Car companies provide users with not only a car, but also a life-cycle service experience.

At present, the stock market actively solves the pain points for customers and creates more value for customers, which has become a breakthrough for enterprises to go against the trend under the new competitive situation.

Deputy General Manager of Guangzhou Automobile Group Co., Ltd.? Gao Rui: Strengthen scientific and technological innovation and enhance the core competitiveness of enterprises.

Deputy General Manager of Guangzhou Automobile Group Co., Ltd.? Gao Rui

The transformation of the automobile industry is ready to go. Under the impact of a new round of scientific and technological revolution represented by big data, cloud computing, 5G, artificial intelligence and clean energy, the automobile industry is undergoing a once-in-a-century change. Networking sharing is the only choice to improve the development of automobile upstream and downstream industrial chain. In the process of coping with new challenges, enterprises must not only concentrate resources to build the core competitiveness of science and technology, but also do a lot of work on the non-technical level.

The first is to face up to industrial changes and reshape the innovative ideas, agile consciousness and inclusive culture within the organization. Innovation should not only be a slogan, but also be the starting point of strategic decision-making and planning.

Second, to attach importance to and master core technologies, we must maintain strategic strength and continuous investment, attach importance to the ecology of product research and development and innovation, build organizational structure, platform and process, and give consideration to basic and forward-looking technical research.

Third, when cars enter the ecology, they will form a fate with upstream and downstream partners, forming a trend of industrial synergy and management synergy. The healthy development of market and individual enterprises must rely on coordinated development.

Li Bin, founder, chairman and CEO of Weilai Automobile: Focus on user experience.

Li Bin, founder, chairman and CEO of Weilai Automobile

We can't object to charging and changing electricity, but we can have both. At present, the second generation power station in the future is being developed with higher efficiency.

The development of new energy vehicles should start from the user experience, focus on system solutions, and aim at the pain points of smart electric vehicle users in different scenarios. Only in this way can electric vehicles be popularized more quickly.

General manager of GAC New Energy Automobile Co., Ltd.? Gu Huinan: Reducing electricity consumption depends largely on electricity?

General manager of GAC New Energy Automobile Co., Ltd.? Guhuinan

At present, the motor efficiency has exceeded 90%, so it is impossible to raise 100%. Reducing power consumption depends largely on the battery. One is that it can produce miniaturized vehicles, and the other is the progress of battery technology, such as the introduction of semi-solid batteries, which greatly improves the specific energy.

About the pain points of users of new energy vehicles

At present, battery life is not a problem, but a convenience problem to be solved. At present, many charging piles are useless, and some places are waiting in line. Problems such as lack of resource integration and resource dispersion of charging piles need to be solved urgently.

Battery is the main factor affecting the residual value of new energy vehicles, because the residual value of battery itself drops sharply with the annual technological progress, and the technological progress of battery itself will solve the battery attenuation to a great extent, thus improving the residual value.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.