The old car companies declared war on the new forces of building cars.

Since the beginning of this year, the new policies in the domestic new energy market have continued, and the "new forces to build cars" that are one step ahead have taken this opportunity to sweep away the past "haze" and the price has skyrocketed. The latest "14th Five-Year Plan" has pushed new energy vehicles to the forefront.

In this context, domestic veteran car companies have also begun to increase their efforts to advance at full speed and embrace the upcoming electrification boom. After the old car companies collectively entered the market, a new round of electric car wars started.

Old car companies once again set off a new round of car-making boom.

Recently, Lan Tu Automobile, a new energy vehicle platform under Dongfeng Motor Group, announced the naming of the first production car? Lan Tu Freeman, a large and medium-sized intelligent electric SUV with zero anxiety and a wheelbase of more than 2.9 meters, will make its world debut in Shenzhen in June 5438+February 65438+August. At the same time, SAIC and Alibaba launched a brand-new energy brand, Zhizao Automobile, which initially received 654.38+0 billion yuan of financing, becoming another new platform for announcing the construction of cars.

In fact, not only Dongfeng and SAIC, but also Arcfox of BAIC has made frequent appearances recently. Guangzhou Automobile, one step ahead, has gained a lot of attention with the launch of Guangzhou Automobile Ai 'an and Chuanqi. From the actions of these old car companies, it is not difficult to see that old car companies have shown great ambitions for new energy, especially the self-developed new products launched by many car companies are particularly eye-catching.

Previously, both GAC and Changan adopted the way of cooperation with new energy head enterprises in the industry to promote the landing of their new energy strategies. Nowadays, the launch of independent new brands has proved the strength of established car companies in the field of new energy to some extent. In addition to the well-established state-owned brands, the performance of private giants such as Geely and Great Wall is not inferior.

As early as 20 15, Geely announced that it would fully enter the field of new energy vehicles. Subsequently, Geely, Daimler and Volvo launched brand-new brands smart and Polar Star. Together with the independent geometric automobile brand, Geely's new energy automobile brand covers many market segments of high, medium and low. In terms of R&D investment, Geely has spent 30 billion yuan on technology research and development. This kind of investment is rare in the whole industry, and its generosity can be seen.

Different from Geely Automobile, Great Wall Motor, which is also the leader of private cars, focuses on youthful styles such as "Wan Chao Hi" to attract the attention of trendy young people. Its innovative and wild Haval big dog series, Euler's "cat family" and tank series all swept away the old traditional brand image of the Great Wall and catered to the young people's pursuit of trendy taste with trendy and avant-garde brand tonality. This change is obviously beyond the past.

Generally speaking, although each family has different styles, all roads lead to the same goal. In this coming tide of new energy vehicles, no established car company wants to fall behind.

Moved behind the overweight again?

Behind the increase in the number of new energy vehicles by many traditional car companies, it is not unrelated to a series of interests facing the current automobile industry. From the policy point of view, the development of new energy vehicles has become a basic national policy, and it is the general trend to comprehensively promote the transformation of domestic automobile industry to new energy.

1654381October 2 "National New Energy Vehicle Industry Development Plan (202 1-2035)" mentioned that the sales volume of new energy vehicles in China should reach 20% of the total sales volume before 2025. The impact of this policy on the domestic new energy vehicle market is undoubtedly enormous.

It is reported that so far, the sales volume of new energy vehicles in China does not exceed 5% of the total sales volume of new vehicles. Until last year, the sales volume of new energy vehicles in China just exceeded one million. According to the planning requirements, the sales of new energy vehicles will maintain an average annual sales growth rate of 4% in the next few years. By then, the annual production and sales of new energy vehicles will reach tens of millions, from one million to ten million, and the incremental space is self-evident.

From the market point of view, the new car-making forces have verified the market value of new energy vehicles with their own success. In recent years, whether it is Tesla (model? 3), or new automobile manufacturers, such as Weilai (ES6, ES8), Tucki, Ideality, etc. All of them have proved the great potential of domestic new energy automobile brands with excellent delivery results.

From a technical point of view, in recent years, driven by the tide of new energy vehicles, domestic car companies have accumulated rich technical reserves and resources in networking, sharing, intelligence, electrification and other aspects, which undoubtedly helps to avoid late-developing manufacturers from taking detours in technological exploration.

In addition, the market-oriented exploration of established car companies has achieved initial results. Relevant information shows that the sales volume of Guangzhou Automobile Aian Series reached 45,000 units within 10 month after listing. Great Wall Motor's Haval Big Dog series has sold over 10,000 in 36 days ... A series of brilliant achievements have proved that established car companies have made progress in the new energy market. This is naturally helpful for the layout of domestic car companies in the new energy market.

Inevitable multiple anxiety

However, although the situation is improving, from the current point of view, there are still many problems that old car companies need to solve in the field of new energy.

The first is the market problem. From the whole process of the development of new energy vehicles in China, the old car companies have advantages. However, for a long time, old car companies have been dragged down by historical burdens such as old business, and the pace of new energy business is not fast, which can be seen from the development of Geely Automobile.

As early as 20 15, Geely Automobile announced the "Blue Geely Action", which was the first to announce the electrification transformation among domestic independent brands, and then launched a multi-line technical route, and widely increased investment in four technical paths: hybrid technology, pure electric technology, alternative fuels and fuel cells, and proposed the goal that the sales of new energy vehicles will account for more than 90% of the total sales by 2020.

But by the end of last year, the sales volume of Geely's new energy vehicles was only 1 1.3 1 10,000, while Geely's total sales volume last year was 1.36 million. The former only accounts for 8.3% of the latter's sales, which is obviously far from its 90% sales target. This result is obviously not ideal for Geely. With the acceleration of Tesla's localization process, the new forces of building cars on the head are ready to go, and old car companies such as Geely will face greater pressure in the future.

Secondly, there are technical problems. In the early days when the new domestic car-making forces set off a car-making boom, domestic fuel car manufacturers were moved to take action one after another, but compared with "all?" As far as new energy forces are concerned, they are not thorough enough in R&D investment or specific implementation.

This makes the old car companies wait and see the new forces of building cars, and gradually open up the situation in the core technology field of new energy, thus opening the gap between the two in core technology. This technical gap is gradually enlarged in the new round of competition represented by intelligence, which is also the reason why many old car companies are anxious.

Based on core technology is the way to break the game.

At present, the problems of old car companies in the market are relatively easy to solve, but the technical problems are not easy to solve. After all, compared with the new forces of building cars, established car companies have more experience in channels and marketing. As long as the products are feasible, their sales volume will not be a problem. However, the accumulation of core technologies takes time to precipitate, which cannot be obtained through short-term efforts. The example of Chang 'an Weilai illustrates this problem very well.

Changan Weilai is an automobile brand jointly established by Changan Automobile and Weilai Automobile. At the beginning, the two companies cooperated to get what they needed. At that time, Weilai had technology but lacked production qualification, while Changan Automobile was just the opposite. In this case, the "hand in hand" between the two sides is logical.

However, with Weilai's endorsement by Hefei municipal government, the qualification problem that troubled Weilai in the past is no longer a problem. Under this circumstance, Weilai began to gradually withdraw from the daily operation of Changan Weilai and gradually withdrew from the ranks of core shareholders. Weilai's withdrawal undoubtedly embarrassed Changan Automobile, whose core technology is short board. As a last resort, Changan Automobile had to find help from Huawei and Contemporary Ampere Technology Co., Ltd. to make up for the lack of core technology caused by Weilai's departure.

From the current point of view, through cooperation with Huawei and other companies, Changan can really solve the current problems. But in the long run, the lack of core technology will still have a negative impact on its future development, and this impact will only become more prominent in the case of increasing competition in the industry. At present, it is obvious that Changan Automobile is not the only one facing this problem, and many established car companies are facing this problem.

For these enterprises, there is only one way out in the future, and that is to do independent research and development based on core technologies. Only in this way can we break the existing restrictions and win the initiative in the fierce market competition.

Text/Liu kuangwei official account, ID: ID: liuquan110+00.

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