With the establishment of the grand strategic goal of "carbon neutrality by 2060", new energy commercial vehicles have officially entered the fast lane of development. Fan Xianjun said that the company and Geely Commercial Vehicle Group will be deeply integrated, and Hanma Technology will become the group's heavy truck capital and operation headquarters. The two sides will jointly build a brand of new energy commercial vehicles and help promote major projects of "carbon neutrality". In the future, we will form an energy science and technology ecology around changing electricity and heavy trucks, guide industrial transformation, and promote the high-quality development of intelligent manufacturing in Anhui.
When assets are divested.
With the arrival of Hanma Technology and Li Shufu, the holding companies of Geely Commercial Vehicle Group, and the all-round and multi-level support for Hanma Technology in terms of capital investment, technological innovation and resource integration, the market focus has once again gathered on the company's new energy heavy truck business.
On June 8/kloc-0, June 2/kloc-0 and June 22 this year, the cumulative deviation of the daily closing price increase of Hanma Technology has reached 20% for three consecutive trading days, including June 2/kloc-0 and June 22.
In this regard, Fan Xianjun said that in order to further focus on the main business, integrate strategic resources, optimize the industrial structure and revitalize effective assets, Zhejiang Geely New Energy Commercial Vehicle Group Co., Ltd. (hereinafter referred to as "Geely Commercial Vehicle Group"), the controlling shareholder of Hanma Technology, is working with Maanshan Municipal People's Government to plan the company's divestiture. This divestiture needs to perform relevant decision-making and approval procedures in accordance with relevant laws and regulations, and there is great uncertainty about whether the transaction can be approved. Up to now, the relevant specific agreement has not been signed for this asset divestiture, and a clear plan has not yet been formed, which has great uncertainty.
Layout of new energy commercial vehicles
It is understood that on June 65438, 20265438, the technical transformation project of Valin Automotive New Energy Commercial Vehicle, a wholly-owned subsidiary of Hanma Technology, was held as the sixth batch of major projects in Anhui Province in 202 10/0, and the new energy buses were off the assembly line at the same time.
Previously, in 20 13, Hanma Technology conducted a global survey. In 20 16, hanma technology set up a research and development team to design pure electric heavy trucks, becoming one of the earliest commercial vehicle enterprises in China to enter the field of new energy heavy trucks. In 20 18, Hanma Technology launched the first battery-changing tractor in China, which can quickly change power in 3-5 minutes and provide energy efficiently, which is more in line with the current development trend of efficient logistics. Last year, Geely Commercial Vehicle Group invested in Hanma Technology to realize 1+ 1 2, which helped the company to accelerate its development into a new energy commercial vehicle head enterprise.
In this regard, Fan Xianjun said that at present, due to the influence of market competition pattern and market demand, the company's new energy truck revenue accounts for a relatively low proportion of the company's overall operating income, but the company has planned clear and clear development goals, formulated market strategies that meet customer needs, and actively promoted the development of the industry.
First, it is necessary to strengthen technical research, especially to achieve breakthroughs in key technologies and continuously improve the performance of products. In product development, we insist on independent positive research and development, make breakthroughs in the direction of technological innovation, intelligence and model innovation, and produce intelligent and intelligent products to serve users. The matching of the three electric systems of new energy vehicles, the internal and external decoration electronic appliances of the whole vehicle and the upgrading of the whole system will continuously improve the comprehensive service capability of new energy products.
Second, we should continue to explore new promotion models that are more suitable for the market. Such as car-electricity separation and battery asset operation. We will strengthen cooperation with our partners and explore more and more suitable product promotion models.
Third, in the construction of terminal ecosystem, we should combine the resources of the system to form the matching of the whole ecosystem resources of cars, stations and goods.
Resource Integration Empowers Hanma Technology
Fan Xianjun said that with the entry of Geely Commercial Vehicle Group, the two sides will dock resources in the field of heavy trucks, and Geely Group will empower the company. "When I first came to the company, I inspected the company's products and found that the company's product division was not clear. By adjusting the product structure, the product division of Hanma Technology is now very clear. "
According to reports, at present, Hanma Technology goes hand in hand with new energy commercial vehicles and traditional commercial vehicles. Among them, new energy commercial vehicles are divided into G 1, G2 and G3 series. Among them, G 1 series products are slightly modified on the basis of existing products, and the products are appropriately upgraded to enhance the competitiveness of products. G2 series products are heavy truck products newly developed by Hanma Technology. The technical scheme of G2 series products has been redesigned, the system modules have been comprehensively upgraded, and the comprehensive cost performance of products has been comprehensively improved. It is expected that G2 products will be fully put on the market in April next year. G3 series products are intelligent and networked products. A global conference will be held in June this year at 5438+ 10, and it is expected to be fully listed in February 2024.
"Geely Commercial Vehicle Group, as the major shareholder of Hanma Technology, will fully empower the company, which will maximize the enthusiasm of employees and enhance corporate activity," Fan Xianjun said.
In terms of resource empowerment, Geely Group has a huge resource system. The Group has company bases in more than 30 cities including Guiyang, Xi and Dalian. Through resource empowerment, Hanma Technology's products will seize the local market and increase market share.
In terms of financial platform empowerment, at present, both Geely Commercial Vehicle Group and Geely Group have established financial companies. In the future, they will fully empower Hanma Technology, enhance the company's financial competitiveness, and encourage more consumers to choose Hanma technology products.
In terms of product R&D empowerment, it is reported that Geely Commercial Vehicle Group currently has an R&D team of nearly 2000 people. Through R&D empowerment, the integration of R&D system will enhance the R&D strength of Hanma Technology and realize product empowerment.
Build the most complete special purpose vehicle and heavy truck manufacturer in China.
In Fan Xianjun's view, the domestic new energy automobile industry should vigorously promote the lightweight, intelligent, networked and enjoyable products, which is also the development direction of heavy commercial vehicles in the future. Energy conservation and emission reduction is still an important task during the Tenth Five-Year Plan period.
Therefore, it is required that heavy commercial vehicles must continue to promote lightweight and achieve it by applying more new technologies, new materials and new processes. At the same time, intelligent networking technology will be further developed to promote the improvement of transportation efficiency. Use 5G technology and big data analysis to improve vehicle operation efficiency, monitor vehicles and power battery systems in real time, and do a good job in battery life cycle management. New products must conform to national industrial policies, industry development trends and market requirements in order to have a better future.
"Industry data shows that the number of commercial vehicles only accounts for 10.9% of China's car ownership, but it makes 56% of road traffic carbon emissions." Fan Xianjun said that with the promotion of "peak carbon dioxide emission", "carbon neutrality" and the acceleration of the trend of "new four modernizations" in China, it has become an irreversible and inevitable trend for a new generation of commercial vehicles with green and intelligent technologies as the core to replace traditional fuel vehicles.
Fan Xianjun said that the domestic new energy vehicle market and industry have good development prospects, showing a good trend of letting a hundred flowers blossom. Many emerging industries, especially internet companies, are also actively involved in the field of new energy vehicles. At present, the automobile industry is still dominated by traditional fuel automobile products and transportation. However, with the entry of internet companies, cars will not only be vehicles, but also become carriers of intelligent technology. "As a traditional automobile manufacturer, the company should also learn the advantages and strengths of the Internet industry with a positive attitude, and constantly explore and apply new technologies to empower traditional industries."