AutoBeta(AutoBeta.net)03/13 Report--

During the two sessions, the reporter interviewed the leaders of six automobile companies, namely FAW, Dongfeng, SAIC, BAIC, Guangzhou Automobile and Chery. In the face of a more and more open car market, Dongfeng Automobile Chairman Zhu Yanfeng said bluntly that he was not afraid of competition from foreign car companies, while in addition to Dongfeng, Chinese car companies such as SAIC, BAIC, Guangzhou Automobile and Chery said they hoped to wrestle with foreign car companies.

FAW, Dongfeng, SAIC, BAIC, Guangzhou Automobile and Chery sold a total of about 19.54 million vehicles last year, accounting for about 70 percent of the country's car sales.

During the two sessions, Economic Voice reporters separately interviewed the above six auto companies, among which Xi Guohua, general manager of FAW Group, said that China's auto market will continue to grow.

Xi Guohua: "China is still the largest auto market, so as long as the products are right and customer-centered, every enterprise can find a place to survive." Although FAW grew last year, there is still a lot of room for improvement compared with excellent enterprises in the industry, so this is also our confidence. China's consumption potential is still great, and the government work report also proposes to increase domestic demand. so we think the market will continue to grow in the future. "

Last year, FAW Group car sales reached 3.418 million, an increase of 2.2% against the trend. The stable performance of FAW-Volkswagen became the key to the group's sales growth. FAW-Volkswagen contributed about 60% of the sales data to FAW Group. FAW Toyota achieved annual sales of 82430 vehicles, a sharp increase of 40.9% compared with the same period last year, while FAW Pentium brand sold 268000 vehicles for the whole year.

Xu Heyi, chairman of BAIC, judged that 2019 will still be a bumper year for the auto market, and BAIC is confident that it will raise its ranking in the world's top 500 from 124 to at least 110.

Xu Heyi: "this year's goal is to achieve vehicle sales of about 2.55 million vehicles and sales revenue to exceed 500 billion yuan." I am very optimistic about 2019. I think 2019 is still a bumper harvest year. As far as BAIC is concerned, it is necessary to get off to a good start in the first quarter, and from now on, a successful start is in sight, so I am full of confidence in the realization of the grand goal for the whole year of 2019. "

In 2018, BAIC sold 2.402 million vehicles, with an operating income of 480.74 billion yuan, an increase of 2.2% over the same period last year, and a profit of 30.13 billion yuan, up 7.3% from the same period last year. Among them, Beijing Mercedes-Benz and Fujian Mercedes-Benz sold 485000 and 27600 vehicles respectively, up 14.8% and 29% respectively over the same period last year, and their profits increased by 12.7% and 77.8% respectively over the same period last year. BAIC New Energy sold 158000 vehicles, an increase of 56.6 per cent over the same period last year.

Last year, the national production and sales of new energy vehicles reached 1.27 million and 1.256 million respectively, an increase of 59.9% and 61.7% respectively over the same period in 2017. When asked whether new energy vehicles would become the mainstream in the future, Yin Tongyue, chairman of Chery Automobile, gave an affirmative answer.

Yin Tongyue: "our national regulations, especially fuel consumption regulations and emission regulations, have rapidly converged with the European Union, forcing the development of new energy vehicles into the mainstream." The traditional car will gradually reduce its structure and become a supporting role in the process of mixing. "

Chery Group's auto business sold 752759 vehicles in 2018, an increase of 11% over the same period last year, of which 126993 were exported, up 18% from the same period last year, ranking first in China's passenger car exports for 16 consecutive years. New energy sales were 90537, an increase of 146% over the same period last year.

For the future of the new energy field, GAC GROUP Chairman Zeng Qinghong also said that new energy vehicles will usher in great development in the future.

Zeng Qinghong: "in the future, cars will definitely be intelligent, electric and shared, not only on autopilot, including AI artificial intelligence, but also on new energy vehicles."

In 2018, GAC GROUP produced 2.194 million cars, an increase of 8.77 percent over the same period last year, and sold 2.1479 million cars, an increase of 7.34 percent over the same period last year. Among them, the GAC-Japanese joint venture brand made an important contribution. GAC-Honda sold 741400 vehicles, up 5.16% from the same period last year; GAC-Toyota sold 580000 vehicles, up 31.11% from the same period last year; and GAC-Mitsubishi sold 144000 vehicles, up 22.69% from the same period last year. Guangzhou Auto's independent brand GAC MOTOR sold 535200 vehicles for the whole year, up 5.23% from the same period last year and exceeding 500000 for the second year in a row. GAC NE performed amazingly in 2018, with sales of 24100 new energy vehicles for the whole year, an increase of 359.7% over the same period last year.

On June 28 last year, the Ministry of Commerce of the National Development and Reform Commission issued the "Special Management measures for Foreign Investment access (negative list) (2018 Edition)", which shows that the restrictions on foreign equity ratio of passenger cars will be lifted by 2022. China's auto market will become more and more open. Tesla of the United States has announced the construction of a wholly-owned factory in China. In the face of competition from overseas car companies, Dongfeng Automobile Chairman Zhu Yanfeng is full of confidence. It is said that he is not afraid of the competition from foreign car companies.

Zhu Yanfeng: "We should have confidence. In addition, the market is not afraid of competition. Looking back on the past few years, how does our independent automobile industry compare with that of 20 years ago?" I think it will be stronger if it is more open in the future. "

Dongfeng Group produced a total of 3.0698 million vehicles in 2018, down 7.15% from the same period last year, and accumulated sales of 3.0522 million vehicles, down 7.07% from the same period last year. The sales target of 4.5 million vehicles set at the beginning of 2018 was not finally met. Almost the entire Dongfeng passenger car section, Japanese joint venture brands maintained micro-growth, including Dongfeng Nissan, Zhengzhou Nissan, Dongfeng Infiniti, Dongfeng Honda, while French joint venture brands and Dongfeng passenger vehicles all showed significant declines. among them, DPCA's total annual sales were 253000, down 32.89% from the same period last year, and Dongfeng's annual sales were 95311, down 23.76% from the same period last year.

In addition to Dongfeng, Chinese auto companies such as SAIC, BAIC, Guangzhou Auto and Chery have said they want to wrestle with foreign carmakers. Chen Hong, chairman of the Auto Group, which is facing competition from foreign car companies, is also full of self-confidence. Chen Hong said: "by opening wider to the outside world, we have more opportunities to cooperate and exchange with high-tech enterprises around the world, realize the sharing of innovative resources, promote the deep integration of the automobile industry and modern information technology, and accelerate the upgrading of the development energy level of China's automobile industry."

SAIC is the leader of China's auto industry. SAIC sold more than 7 million vehicles last year, accounting for about 1/4 of China's total car sales. SAIC sold more than 7 million vehicles in 2018, up 1.75% from a year earlier. Of these, SAIC-Volkswagen sold 2.065 million vehicles, up 0.10% from the same period last year, while SAIC GM sold 1.97 million vehicles, down 1.5% from the same period last year. Self-owned brands sold 702000 vehicles for the whole year, up 34.45% from 522000 in 2017.

In January this year, construction of Tesla's Shanghai super factory officially began. According to Tesla's plan, the first phase of the Shanghai plant will be completed this summer, start production of the Model 3 model by the end of the year, and mass production by 2020.

For Tesla domestic after the competitive pressure, many car companies have said that "not afraid." Earlier, Xi Guohua, general manager of FAW Group, said that Tesla's entry into the domestic market is a good thing, which can promote the progress of the industry, and FAW is confident to meet the challenges of Tesla and other new energy vehicle companies. Xu Heyi, chairman of BAIC Group, also said: "Tesla has its own advantages and disadvantages, and so does BAIC. BAIC's biggest advantage is to understand the Chinese market, and its products are more suitable for the Chinese market."

Xiaopeng founder he Xiaopeng also believes that Chinese brand electric cars are not afraid of Tesla, an outsider. He Xiaopeng believes that in 2014, most people underestimated the challenge of Tesla to traditional cars from the field of smart electric vehicles, and now people overestimate the possible competitiveness of Tesla in China.

Xu Haidong, assistant secretary general of the China Association of Automobile Manufacturers, believes that Tesla's price reduction and building a factory in China will have a great impact on China's own-brand cars. Miao Wei, minister of industry and information technology, also said that competition is the best measure and means to promote the progress of enterprises, and it is a good thing that Tesla brings competitive pressure, which is convenient for China's automobile enterprises to learn from each other and learn from each other. The end result must be market decisions, survival of the fittest, "not all will die, and not all will survive."

In the early days, China's automobile technology was weak, and the government hoped to exchange "market for technology" through the "50-50" Sino-foreign joint venture vehicle share ratio system. The purpose of formulating this policy at that time was to ensure that China's fledgling automobile industry could exchange the market for technology through building factories with Volkswagen and General Motors, but the result was obviously not satisfactory. For many years, the development of China's own brands is still far from advanced overseas car companies. Industry insiders believe that further opening up of joint venture shares may be more likely to stimulate the development of own-brand car companies. As a result, on June 28 last year, the state issued a new negative list of foreign investment, and the automobile industry gradually abolished the restrictions on foreign equity ratio.

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