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a brief history of anhui cars ④∣a decade of rapid progress

2024-09-15

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a "china speed" is taking place. data shows that my country's sales of new energy vehicles were about 13,000 in 2012, and reached 3.521 million in 2021, an increase of more than 270 times. the production and sales volume has ranked first in the world for seven consecutive years.

the decade from 2012 to 2021 is not only a decade of rapid development of china's new energy vehicles, but also a decade of anhui's full-scale running on a new track. anhui automobile, which has accumulated a lot of experience, has not only made its mark on a bigger stage, but also injected strong momentum into the development of global new energy vehicles.

from the “old path” to the “new track”

since 2009, the four departments have jointly launched the "ten cities, thousand vehicles" electric vehicle technology demonstration project, officially opening the curtain for the development of the new energy vehicle industry.

however, most of the new energy vehicles at that time were the products of oil-to-electric conversion. they had no advantages in safety, power, and space. the lack of charging facilities, coupled with the weak batteries, directly led to range anxiety.

what kind of power should my country's new energy vehicles develop? the "three vertical and three horizontal" strategy was already clear ten years ago. in the past ten years, various companies have been making various attempts.

xia shunli is a battery "pathfinder". after graduating from hefei university of technology in 1999, he joined jac. he changed from an internal combustion engine technology expert to the head of the new power department, and began the long road of new energy vehicle research and development. using lead-acid batteries to make electric cars, electrifying minibuses, and trying various new energy technology paths... battery technology gradually matured through repeated experiments, and formed jac's unique honeycomb battery technology.

however, jac was still relatively weak in terms of motors and electronic controls. in 2009, jac cooperated with hefei university of technology and juyi automation to establish the new energy vehicle engineering research institute. with the technical accumulation of hefei university of technology and the industrial foundation of juyi power, jac later successfully developed new motors and electronic controls.

in 2012, the "energy-saving and new energy vehicle industry development plan (2012-2020)" initially established pure electric drive as the main development direction of new energy vehicles in china.

at that time, 30 ankai pure electric buses were put into operation on hefei bus line 18, making this line the world's first dedicated pure electric bus line.

the "heart" of the electric vehicles on bus line 18 is the power battery from guoxuan high-tech, which is authentically "made in hefei".

in the face of the rapid development of the new energy vehicle industry, the "kingdom" established by hefei's traditional car companies has begun to play a role. there are guoxuan high-tech and sungrow in the battery industry, boe and visionox in the lcd industry, and two large tire factories... the solid "family foundation" allows hefei to run at full speed on the new track.

from "one car" to "the whole chain"

how should we run on the new track? let’s take a look at it from the perspective of national policy.

in 2017, the "medium- and long-term development plan for the automobile industry" proposed that by 2020, a number of new energy vehicle companies will be cultivated and formed to rank among the top ten in the world.

at that time, hefei was undoubtedly the "pioneer" of new energy vehicles in the province. with the charm and strength of the city of science and technology, hefei has emerged on the stage of new energy vehicles and attracted the attention of domestic and foreign auto companies.

nio was the first to come. in april 2016, jac motors and nio signed the "manufacturing cooperation framework agreement" and the two parties established the jac nio manufacturing base.

volkswagen is here. in 2020, volkswagen, which established a joint venture with jac motors in hefei, announced that it would build hefei into the chinese headquarters and base for volkswagen's new energy vehicles.

in april 2020, nio's china headquarters settled in hefei, and a year later, the planning and construction of the xinqiao intelligent electric vehicle industrial park started. in 2021, nio's 100,000th mass-produced car rolled off the production line at the jac nio hefei advanced manufacturing base.

byd is here too. on july 9, 2021, byd signed a contract to build its hefei factory in changfeng. in 2022, the vehicle roll-off ceremony was held. it took only 10 months from the start of construction to the roll-off of the vehicle.

leading enterprises are a powerful driving force. at present, hefei has cultivated and introduced new energy vehicle manufacturers such as jac, volkswagen, byd, weilai, and changan. driven by leading enterprises, the multiplier effect of hundreds and thousands of times is becoming prominent.

the significance of the "three verticals and three horizontals" strategy at that time was also clearly reflected in hefei - by allowing enterprises to make complete vehicles to drive the development of the parts industry, the parts industry supplies according to the requirements of complete vehicle companies, and pushes the development of the entire new energy vehicle industry chain into the fast lane.

over the past few years, hefei has rapidly gathered more than 120 industry chain companies including nio, jac, volkswagen, changan, chery (chaohu), guoxuan high-tech, hua ting power, and juyi power, forming a complete new energy vehicle industry chain covering key components such as complete vehicles, batteries, motors, and electronic controls, applications such as public transportation and time-sharing leasing, charging and swapping infrastructure, and battery recycling.

hefei’s vision and ambition is to drive the development and growth of the upstream and downstream of the automotive industry chain by gathering complete vehicle factories.

the "venture capital city" that was famous in china at that time was building a super automobile industry chain. whether it was volkswagen, weilai, or byd, they were all indispensable and important parts of anhui's automobile manufacturing map.

from "solo performance" to "chorus"

while hefei was running at full speed on the new energy track, in wuhu, chery also completed a transformation after a decade of dormancy.

at that time, even though chery had become the top-selling chinese independent brand car brand, it decided to undergo a strategic transformation - it would rather sacrifice sales volume and bid farewell to extensive development and embark on a path of high-quality development.

in 2020, chery ushered in a new round of take-off after transformation, and also ushered in a highlight moment of accumulation. from 2021 to 2023, chery's annual sales will reach 962,000, 1.233 million and 1.881 million vehicles respectively, nearly doubling in three years.

going global is a big move for chery.

since the first batch of 10 fy sedans were exported in 2001, chery has started to expand its domestic and international markets, becoming the first chinese auto brand to go abroad. over the past 20 years, chery has continuously explored and practiced, expanding its overseas "circle of friends" from "going out" to "going in" and then to "going up".

"in somewhere, for somewhere", chery adheres to the concept of globalization. on the one hand, it cooperates with overseas countries and overseas partners for mutual benefit, and cooperates in the entire value chain, including the talent chain, innovation chain, industrial chain, supply chain, etc., to achieve the sharing of results; on the other hand, it deeply integrates into the global automotive industry chain, promotes local development, acts as a local corporate citizen, and strives to contribute to the economic and social development of the countries where overseas markets are located.

to date, chery's business has expanded to more than 80 countries and regions around the world, with a total of 14.2 million car users worldwide, including 3.9 million overseas users. it has ranked first in the export of chinese brand passenger cars for 21 consecutive years.

data shows that in the first seven months of 2024, anhui province exported 223.94 billion yuan of mechanical and electrical products, a year-on-year increase of 12%, accounting for 69.8% of the total export value. the total export of the "new three" products of electric vehicles, lithium-ion batteries, and photovoltaic products was 27.34 billion yuan, a year-on-year increase of 7.3%. it is worth noting that automobiles (including chassis) and spare parts totaled 67.99 billion yuan, a year-on-year increase of 24.6%, driving the province's export growth by 4.6 percentage points.

how did the automobile industry quickly become the leader in driving anhui's export growth? in recent years, anhui has aimed at building a strong province in new energy vehicles, insisted on leading the way, and promoted the leapfrog development of vehicle companies such as chery, jac, nio, and volkswagen anhui; it has carefully compiled the industrial chain map, extended the chain, supplemented the chain, and strengthened the chain.

by the end of june this year, there were more than 1,360 automobile manufacturing enterprises above designated size in anhui province, a net increase of more than 80 over last year. the output of new energy vehicles reached 621,000 units, a year-on-year increase of 81.4%.

the industry "chorus" led by local companies such as chery and jac, and foreign companies such as nio, byd, and volkswagen, has played a wonderful melody of the booming development of anhui's automobile industry.

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