Changan Automobile used to focus on traditional fuel vehicles. Recently, there have been news reports. Changan Automobile has launched a plan to bid farewell to fuel vehicles. It is expected that the sale of fuel vehicles will be completely stopped in 2025, and attention will be paid to new energy vehicles. In the field, some netizens said that this is a radical transformation or a Bo eyeball?
On October 19th, at the launch of the new energy strategy and new product launch conference in Beijing, Zhu Huarong, president of Changan Automobile, announced the “Shangri-La Project†and pointed to the new energy vehicle market.
According to the plan, Changan Automobile will invest more than 100 billion yuan in the new energy field in the next 8 years for the development of product platforms and key components such as batteries and electronic controls. In addition, the company will complete the construction of its three new energy-specific platforms by 2020, and completely stop selling fuel vehicles in 2025.
In fact, before Changan Automobile, the plan for “selling the fuel truck†basically stayed at the level of governments. In France, Germany, the United Kingdom, the Netherlands and other European countries, the time to stop selling fuel vehicles is locked around 2025-2040. Chinese government officials said in early September that they are studying the timetable for the suspension of fuel vehicles, but no details have been issued so far. .
Under this circumstance, Changan’s suspension plan was too “radical†by the industry. Under such a radical plan, it is even more questionable that Changan Automobile does not currently have a timetable for implementing the plan in stages.
In the first nine months of this year, Changan Automobile sold an average of 2.058 million units, making it the fourth largest automobile group in China after SAIC, Dongfeng and FAW. Among them, the sales of new energy vehicles are only 35,000, accounting for only 1.7%. Such a huge volume, to complete the full transition to new energy vehicles in 8 years, the difficulty can be imagined.
"Our plan is to stop selling traditional fuel vehicles, which are those that rely entirely on fuel to power." A middle-level Changan car told the "Financial World" weekly.
However, when the current fist products of Changan brand such as CS55, CS75 and CS35 are discontinued, the middle layer said, “There is no timetable yet.â€
Not only that, the head of a Changan Power Research Institute told the "Financial World" weekly magazine that Changan has not been affected by the development of traditional fuel vehicles, and related work continues. For car companies, the mid-term change usually takes 2 to 3 years of research and development time, and the new replacement cycle is generally 4 to 5 years. Therefore, for Changan, which wants to give up fuel products after 8 years, the current action has been slow.
Changan’s plan to release the “discontinued fuel truck in 2025†also attracted the crowd’s onlookers. Among them, an automobile industry expert in the circle of friends bluntly stated that the Changan radical plan was “unrealistic†and attracted the praise of several car manufacturers.
“The industrial chain of automobile manufacturing is very long, and it is impossible for a car company to do the whole industry.†An automobile industry expert told the “Financial World†magazine that “from the current technological progress speed and cost control, it is not yet It is concluded that the development of batteries and charging networks in 2025 can support the commercialization needs. Under this circumstance, Changan has put forward a clear time plan, which is too radical."
Since the official announcement of the "double points" policy on September 27, not only Changan, but also domestic car companies have been waiting. According to this policy, in 2019 and 2020, the proportion of new energy vehicles is 10% and 12% respectively. According to this ratio, the proportion of sales of new energy vehicles in Changan in 2025 is close to or close to 100%, which will undoubtedly be a practice that exceeds the overall level of the industry.
In fact, at the brand level, Changan has been the leader of domestic independent brands for many years. It has stood fifth in the annual sales of passenger cars, second only to SAIC Volkswagen, FAW-Volkswagen, SAIC-GM and SAIC-GM-Wuling. However, last year, it gradually faced troubles in traditional cars. In September this year, Changan sold 95,000 vehicles a month, slipping to the seventh place in the sales list.
At the same time, Geely, SAIC passenger cars, Guangzhou Automobile Chuanqi and other independent brands are catching up. In the first nine months of this year, Geely sold 827,000 units, an increase of nearly 80% year-on-year, ahead of Changan.
In addition, from the group level, Changan Automobile accumulated sales of 2.058 million units in the first nine months of this year, down about 6.3% year-on-year. According to the sales target of 3.3 million vehicles at the beginning of the year, Changan Automobile needs to complete the performance of 1.3 million vehicles in the fourth quarter, which is very difficult. In comparison, SAIC Group's cumulative sales in the same period was 4,812,400 units, an increase of 7.57%. Dongfeng, BAIC and Guangzhou Automobile maintained positive growth.
In the eyes of the industry, Changan is not leading the strategic layout in the future. "Financial World" Weekly learned that Dongfeng's own brand will introduce PSA platform in 2019, its own brand will develop products based on CMP platform, and new energy products use e CMP platform. In addition, SAIC is backed by GM, sharing a number of core technologies such as gearboxes and engines with GM on a global scale. In addition, its “double-core†fuel vehicles and new energy products have begun to be fully rolled out.
Under this circumstance, Changan's future strategy is considered to have no strong fulcrum. To this end, the strategy shifts to new energy, which is considered to be Chang'an's attempt to remain unbeaten in the competition.
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