Tesla's foundation stone laying ceremony Feng Shui

The unbelieving masses and their determination to change their lives against nature

At the Sun Palace Bridge in Beijing, on the north side of North Third Ring Road East, there is a newly completed building, which is the new headquarters building of Audi ag in China. At the beginning, she told me the news at the Beijing Auto Show a few years ago when she was having dinner with a classmate in the mixed consulting circle. I was a little skeptical at the time. Objectively speaking, the front of the building is an expressway, which is close to the "anti-bow water" position according to the essence of China traditional geomantic omen. Traditionally, it means not to accumulate wealth. Prior to this, the business in this business district was really not prosperous. Although there is a park green space as a barrier in front of the road, in Mr. Feng Shui's view, it is probably hard to say that this is a good site selection scheme. However, after Volkswagen took over, it seriously carried out re-planning and transformation. For example, the direction of the gate was changed to a fork in the road, which also played a certain evasive role.

In reality, Feng Shui is not superstitious, but rooted in the details of our daily life. The traffic on the East Road of North Third Ring Road obliquely rushes to the office building of Audi ag China Headquarters, which inevitably gives people a feeling of tension and depression. Compared with the tranquility of Sanlitun in the past, the speed of China near Taiyanggong Bridge is changing with each passing day.

For the public, we call it "unbelieving evil" for the time being. Tesla's share price soared, and under the onslaught of Toyota, Volkswagen and barbarians, the traditional fuel car giant seemed to suffer "1 0,000 points of damage" overnight. In this century-old revolution of the automobile industry, has the road of traditional automobile enterprises come to an end? Volkswagen doesn't want to be the next Nokia or Kodak, and China is the key factor that determines the success of this reform and gambling.

On the top floor of this building, near the CEO's office, there is a room called JAC? Partner's appointment means that the negotiations and cooperation between Volkswagen and Jianghuai have never been interrupted in the past five years, although it has not been smooth sailing. Therefore, a permanent body has been set up to boldly conceive and explore various possible ways of cooperation.

From peer-to-peer cooperation to expanding the share ratio, until it was approved to become a shareholder in Jianghuai, when this plan was approved by relevant parties, a burst of cheers broke out inside Volkswagen China, which was once described as a key victory.

Only by acknowledging the gap can we win the future better.

At present, the traditional rules of the game can only help the public win in the present, but it is very likely to lose in the future. Dr. Herbert Diss, CEO of audi ag, personally took the lead and became the head of the China District Management Committee, fully speeding up the catch-up and implementing the "ALL? In the radical electrification strategy, its tension can be seen. This year, Diss also admitted that electric car manufacturer Tesla is in a leading position in software and autonomous driving, but this does not prevent the public from catching up on the electrified track.

In order to electrify and catch up with Tesla, Volkswagen focuses on the MEB electric vehicle platform specially developed at a cost of $7 billion. Such a huge investment shows the confidence and strength of the public as an old player. In the next five years, Volkswagen will also invest 60 billion euros (about 490.626 billion yuan) for electrification and intelligent transformation; By 2029, it is estimated that 75 pure electric vehicles will be launched, which is equivalent to launching a brand-new electric vehicle every six weeks.

It is the general trend of industry reform that the focus of automobile design shifts from hardware to software, and Volkswagen has also invested heavily in software. On the same day that Volkswagen (Anhui) Co., Ltd. released the car, built the R&D center and started the manufacturing base, good news came from Germany. The software problem that plagued ID.3 before has been solved, and large-scale delivery will continue.

On the brand-new electrified track, the public is looking at the direction and speeding up the catch-up. In contrast, Tesla's accumulation in manufacturing and hardware is not enough, and many shortcomings have been exposed in quality control and product consistency. For this reason, there are naturally rumors that Tesla is preparing to acquire a traditional car company. In short, the "donkey-elephant dispute" between car companies has just begun.

However, no matter how fierce the battle between Volkswagen and Tesla will be, there will be no losers between Jianghuai and Anhui provincial government, the other two parties in the tripartite game of Volkswagen (Anhui) Co., Ltd.

Even Jianghuai, which is considered as the weakest party, sold its shares, but there was no situation that the share price of China Brilliance fluctuated after BMW Brilliance released its share ratio. On the contrary, the capital market showed positive recognition, and Jianghuai's share price tripled in a short time after the signing of the Volkswagen shareholding agreement.

Objectively speaking, the current situation of JAC is not alone, but a general portrayal of the situation of domestic independent car companies. On the track of traditional fuel vehicles, the overcapacity of passenger car business is more serious, which further drags down the overall profit of the company.

At present, the consumption upgrade speed of China automobile market is greatly accelerated, and the window period of independent brands is almost closed. This time, through in-depth cooperation with the public, Jianghuai accelerated its transformation and switched to a new track.

Deepen cooperation with the public in the fields of electrification, interconnection, autonomous driving and intelligent travel. It will also help Jianghuai get more resources to support and realize the strategic planning goal of new energy vehicles in the 14 th Five-Year Plan.

According to the brand structure newly released by JAC, Jiang Qi Group will own three brands: Sihao, Ruifeng and JAC. As the saying goes, "Squat down to jump higher". A clear brand structure is the beginning of a new round of brand development. In the cooperation with the public, it has also solved the long-standing problem of insufficient brand awareness of "JAC" brand commercial vehicles and passenger cars. For JAC, this should be lucky.

In addition, from the industry point of view, almost all the so-called electric vehicle platforms independently developed by China cannot escape the fate of reverse research and development. Objectively, this bottleneck cannot be broken in a short time.

Practically speaking, the current American software+German hardware+application scenarios in East Asia constitute a powerful "iron triangle" in the current global science and technology circle. Take the chocolate battery arrangement of MEB platform for example, the highly integrated electric drive system can not only improve the response speed of power, but also effectively improve the handling performance with the four-wheel drive system composed of two motors.

For Jianghuai, in recent years, in the joint venture and cooperation with Volkswagen and Weilai, at least advanced manufacturing technology and related industrial chains of new energy industry have been mastered, and mastering advanced productivity is also the premise for Jianghuai to make its own efforts and carry out transformation and upgrading in the next step. Only by acknowledging the gap, accurately benchmarking and exerting strength can we win the future better, which is completely in line with China's current national policy of further opening up.

In recent years, China has made continuous breakthroughs in the field of basic science, especially in the field of ICT, which has surpassed Europe and may surpass the United States, and has obvious advantages in market scale and application scenarios. Therefore, it is undoubtedly wise for Volkswagen to increase its investment in China and build a strong local R&D. As Diss said, the future of Volkswagen will be decided by China.

On the day of the event, Dr. Feng, CEO of Audi (China) Co., Ltd. also solemnly promised to "go to the world in China, and start from China for China". Therefore, Volkswagen (Anhui) Co., Ltd. is likely to play the role of pioneer and experimental field of Volkswagen in the frontier technology field within three years.

Electrification is the premise and foundation of intelligence. On the basis of the continuous expansion and in-depth cooperation between Volkswagen and Jianghuai, the "Hefei Smart City Project" of Volkswagen's "Easy Driving Intelligence" also settled in Hefei before. Volkswagen hopes to redefine and create a smart city by building an intelligent infrastructure and providing mobile travel services based on autonomous driving technology. Hefei will also become a textbook for China to build a smart city. At the same time, the project also aims to help Audi AG, especially Volkswagen (Anhui) to launch more new products, develop new technologies and verify new business models. At present, there is a 10 Audi e-tron team in Haiheng Community of Hefei for daily trial operation.

Create a new highland for electric travel

The acquisition of Guo Xuan Hi-Tech, the acquisition of shares in Jiang Qi Group and the capital increase of Jianghuai Volkswagen are just for the next big game. With the advantages of industrial cluster and forward-looking innovation, Volkswagen aims to build Anhui into a new highland for domestic scientific and technological innovation and electric travel. In order to further improve production efficiency and promote the Group's electrification strategy, Dr. Feng also mentioned in his speech that Audi AG is also negotiating with domestic and foreign suppliers to build an exclusive supplier park around Volkswagen (Anhui) factory.

In addition, Volkswagen also plans to establish a digital center in Hefei, aiming at providing car networking and digital services for the Group's new energy products. According to official information, thanks to Anhui's great attention to scientific and technological innovation and its rich talent pool in the fields of software, digitalization and other future travel-related technologies, Volkswagen (Anhui) makes full use of its superior resources, actively expands local potential partners in Hefei and interconnects them to meet the needs of consumers in China.

It should be said that with Volkswagen (Anhui) as the leader, in addition to forming a 100 billion-scale electric vehicle and intelligent industry cluster, it will further promote the innovation and development of local enterprises, which is undoubtedly a multi-benefit and highly complementary cooperation project.

In addition, it also includes the most important news that the first model of Volkswagen (Anhui) is scheduled to be launched in 2023, and the next two years will be an intensive investment period and an important observation period. From the perspective of the capital circle, Europe has become the largest market for new energy vehicles this year, and Volkswagen's performance in Europe far exceeds that of Tesla. ID.3 became famous in World War I and became a "dark horse" in sales. It is an indisputable fact that Tesla's market value is seriously overvalued, and the public is likely to finally calm this vent. Benefiting from the 25% share ratio of Volkswagen (Anhui), from the perspective of grasping this wave of industrial upgrading and transformation opportunities, on the other hand, if you look at Jianghuai Weilai now, what should you understand? Jianghuai Automobile (6004 18), a listed company, is at least a great beneficiary, and it is definitely a wonderful work in A shares. You can imagine the future market value. So, in the end, will you be the beneficiary?

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