can yinwang lead intelligent transformation into the next ningde era?
2024-10-03
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original title: [zhongyang car review] seizing new opportunities in industrial intelligent transformation
"the source of hope comes from the poem 'tall buildings lead to hope, and a river is flat'. it means hope and supports our country's dream of realizing the rise of the automobile industry." a few days ago, huawei's rotating chairman xu zhijun accepted an interview with the media. this is also huawei's first time on the topic. "questions to lead to hope" responded publicly.
since huawei registered and established shenzhen yinwang intelligent technology co., ltd. at the beginning of this year, the enthusiasm surrounding yinwang in the industry has remained high. in particular, the recent investments by avita and thalys have made yinwang the focus of public opinion. what were the strategic considerations behind the initial establishment of huawei? who will be the next car company to attract investment? how will yinwang reconstruct the intelligent supply chain of the automobile industry? these discussions have become a "provoking question" in the current industry.
the reason why people are so concerned about it is not only because there is a technologically powerful huawei standing behind it, but also because there has always been controversy in society about huawei's entry into the automobile industry. "partners must be car companies that purchase products and solutions, not financial investors." "build an electrified and intelligent open platform to achieve risk sharing and benefit sharing." "huawei has no idea of holding a controlling stake to attract attention. the more friends the more, the merrier"... xu zhijun's response not only strengthens huawei's vision of helping car companies to "build good" cars and build "good cars", as well as its positioning as an attractive company, it also helps to eliminate car companies' concerns about "making huawei-branded cars." concerns also reflect huawei's deeper understanding and innovative exploration of the path to becoming a powerful automobile nation in the smart electric era.
building a powerful automobile nation is the desire of countless chinese people. since my country's new car sales surpassed the united states in 2009 and became the world's largest country in terms of automobile production and sales, being big but not strong has become a widely criticized label. reflecting on the reason why my country's automobile industry is large but not strong, it cannot be entirely attributed to the lack of hard work of the vehicle companies. the fundamental reason lies in the fact that our parts industry is not strong, the basic knowledge of advanced basic processes, key basic materials and industrial technology is not solid enough, and the automobile industry lacks empowerment from component giants such as germany's bosch and japan's denso.
judging from the history of the development of the automobile industry, every important breakthrough in automobile technology and products is the result of close cooperation between vehicle and parts companies. generally speaking, vehicle companies play an important role in technology integration, but most of the core technologies and key components come from parts companies. such as gasoline injection, supercharger, anti-lock brakes, airbags, radial tires, etc. in fact, in the field of traditional fuel vehicles, the technological innovation and cost reduction of many chinese vehicle companies are limited by the insufficient supply chain capabilities of key core components such as engines and gearboxes.
it should be noted that it is the german auto parts giants such as bosch, zf and continental that are committed to producing first-class parts through continuous technological innovation and cost reduction and efficiency improvement, helping domestic auto companies to conquer the global market and leading many small and medium-sized enterprises. become a hidden champion and jointly create a strong german automotive industry. japan, which emerged as an automotive powerhouse in the 1970s, has gone from following to leading. it also tells a story of complete vehicle companies represented by toyota and parts giants represented by aisin seiki complementing each other. for china to become a world automotive power, it not only requires the vigorous innovation of vehicle companies, but also the rapid rise of internationally competitive parts giants.
of course, becoming an auto parts supply chain company that can compete with international giants is no less difficult than becoming a long-lasting complete vehicle company. the electrification and intelligent changes have brought rare opportunities to the rapid rise of my country's parts and components companies; at the same time, the rapid rise of local parts and components companies has accelerated the transformation of the automobile industry. ningde era is a vivid example. in 2009, although my country has become the country that produces the most cars in the world, no parts company has yet ranked among the top ten in the world in terms of revenue. in 2024, catl has jumped to fourth place in the world, second only to bosch, zf and magna international, demonstrating the leading position of chinese companies in the field of new energy vehicle batteries and having a positive impact on the adjustment of the competitive landscape of the global automotive industry. had an important impact.
in the face of major changes in the global automobile industry that have not been seen in a century, although my country has gained a first-mover advantage in the electrification stage of automobiles, the key to success or failure lies in intelligence. today's cars add consumer electronics and communications attributes to their mechanical attributes. now or in the future, an important indicator for evaluating cars is the level of intelligence. intelligentization is more complex than electrification technology, with a longer industrial chain and greater investment. the requirements for technological innovation have long exceeded the traditional business scope of car companies. objectively speaking, the traditional automobile industry is not good at this. the traditional automobile industry needs to rely on the cross-border strength of the consumer electronics and communications industries to accelerate intelligent development. from the perspective of the consumer electronics and communications industries, they also need to rely on automobile intelligence to expand and grow their own businesses. if the wave of electrification change gave birth to the ningde era, then there is no reason why the introduction of the wave of intelligent change should not be worthy of our expectations. (author: yang zhongyang source: economic daily)
source: economic daily
