Whatever does not kill us makes us stronger."

An outbreak became a catalyst for the auto industry. 2020 is a bad start for any company, and the automobile industry has also suffered a huge impact. The subject of a shake-up in the car industry comes up almost every few years. But this year, the frequency seems to be higher. The epidemic accelerated the polarization of the automobile industry, and the Matthew effect of the automobile industry was more obvious.

However, the reshuffle of the automobile industry is not entirely due to the impact of the epidemic. Under the background of the transformation of China's automobile market from an incremental market to an inventory market, the reform of the automobile industry has a long history. This has entered the last stage of elimination of the auto industry, at this point revealed the bottom of the contradiction, accelerated the process of survival of the fittest.

Automobile manufacturers make masks

A sudden outbreak of the epidemic has caught the whole country by surprise. In the face of the battle against the epidemic, scarce mask resources have once become "hard currency" in the market. In the automotive industry, such as BYD, SAIC-GM-Wuling, GAC, Chang 'an Automobile and other auto companies have joined the production of masks.

From this several automakers all switch to mask the behavior, it is not hard to see, with tens of thousands of parts and components, set a number of suppliers of automobile industry, not only have excellent r&d manufacturing capacity, with complete supply management system and strong production capacity, the strength is not only for the smooth production masks, ease the shortage of "mask" contribution to the force, also highlights the strongest car civilian industry dominance.

Battery acupuncture PK

When BYD released the video comparing the needle test with the blade battery in March this year, it could be seen that the test was clearly aimed at the ternary lithium battery. At that time, BYD even claimed to "change the industry's dependence on ternary battery and make the technology of power battery return to the right path". Zeng Yuqun, chairman of Ningde Times, said bluntly: "Battery safety and battery abuse test are two different things, passing the test ≠ safety."

Li Yunfei, deputy general manager of BYD's auto sales company, responded on Weibo shortly after, and the two sides have not been heard from since. But on May 21, a netizen posted a needle test on the NCM811 ternary lithium battery, which caught fire instantly with a loud explosion. So the Ningde times finally responded on May 22, "It's not that I don't prick, it's that I can't penetrate."

It can be seen from this matter that the development of new energy is still in the initial stage, and there is still a great room for improvement in the technological level. The power battery camp has entered a new stage of redivision with the preference of the head car enterprises.

Dongfeng Renault pulled out of China

On April 14, according to the announcement released by the dongfeng motor group co., LTD., dongfeng motor with Renault will the restructuring dongfeng Renault, the French Renault will be proposed to transfer its holdings of dongfeng Renault's 50% stake to dongfeng motor, dongfeng Renault stop Renault brand related business activities, the two sides have reached a preliminary intent, and signed a binding memorandum. The signing of the memorandum marks the end of dongfeng Renault's nearly seven-year history.

Renault followed suit with a new strategy for China. Renault's focus in China will shift to electric vehicles and light commercial vehicles, the strategy announced. According to Renault's plan, in the future, its light commercial vehicle business will be carried out through Brilliance Renault Jinbei Automobile Co., Ltd. and its electric vehicle business will be carried out through EasyJet New Energy Automobile Co., Ltd. and Jiangling Group New Energy Automobile Co., LTD.

New energy and new policies

On April 23, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and the National Development and Reform Commission announced the Circular of the four ministries on improving the Fiscal Subsidy Policies for the Promotion and Application of New Energy Vehicles. In addition to continuing to exempt the purchase tax, the Circular makes it clear that in the next two years, new energy vehicles will be gradually reduced in subsidies. In principle, new energy vehicles will be selected for official procurement by the government, and new business models such as "vehicle-electric separation" will be supported.

As an industry with a very long industrial chain, automobile is involved in both upstream and downstream manufacturing and sales and service, and it involves a very wide range of employment and economic development. New energy is the strategic direction of national automobile industry, so supporting the development of new energy automobile industry will become a long-term proposition.

The Hefei government has taken a stake in Nextev

On April 29 in the afternoon, wei to the car it was officially announced that formal and hefei city construction investment holding (group) co., LTD. China merchants investment management, international trust &investment co., LTD. And anhui province high and new technology industrial investment co., LTD and other strategic investors to sign wei came to China to the final agreement on investment, and with the hefei economic and technological development zone to wei China headquarter to reach an agreement.

Under the investment agreement, strategic investors will invest rmb7bn in Nextev China. In addition, NEXteV will invest 4.26 billion yuan in NEXteV China. At the same time, NexteV will set up its China headquarters in Hefei Economic and Technological Development Zone, set up the headquarters management, RESEARCH and development, sales and service, supply chain manufacturing integration base, and timely start the planning and construction of the second manufacturing base. The agreement is also reflected from the side that Nextev, after being recognized by car owners and the market, has been favored by the local government and the capital market again.

Volkswagen controls JAC Volkswagen

Volkswagen will invest 1 billion euros to acquire a 50% stake in Anhui Jianghuai Automobile Group Holding Co., Ltd. and increase its stake in the electric vehicle joint venture to 75%, gaining the right to manage the joint venture, Volkswagen announced on May 29. Under the agreement, Volkswagen will commit to awarding the joint venture 4-5 pure electric models. The plant's production target is to produce 200,000 to 250,000 pure electric vehicles by 2025 and 350,000 to 400,000 by 2029.

For the grand vision of China's new energy vehicles, JAC is now facing Volkswagen as a typical case: the involvement of overseas enterprises, on the one hand, will bring benefits in terms of technology and manufacturing, and on the other hand, may be carved up from the level of supply chain system and vehicle share.

The autopilot landed en bloc

Recently, Volvo joint drops of automated driving a taxi in Shanghai, the main content is through the drops mainly used after registration, passengers can drive in the area of the specified open, including Shanghai auto exhibition center, the local commercial district, subway stations and hotels, can be called a self-driving car to come for his services.

In fact, Baidu made significant progress in the first half of this year, when driverless taxis were officially launched in Changsha, but are still operating on a small scale. Autonomous driving in China is set to exceed $1 trillion, potentially making it the world's largest market and adding at least $60 billion to the country's autonomous car industry's liquid profits, according to a McKinsey report.

Zhongbao Research Institute "Rolling Over"

On June 12, THE company released a video of a 25% bias crash test on a joint-venture brand SUV. It can be seen that the car's A-column is bent, but the CPRR has not released A complete evaluation result, so the specific data of occupant safety damage cannot be known. Subsequently, many netizens heated discussion, have worried about its safety. The brand did not respond to a request for comment.

When everyone was guessing the final test results of this model, on the evening of June 20, the official website of the China Research And Development Institute suddenly could query the test results of this car. To the surprise of netizens, the performance of the car was stable. Except for the collision resistance and maintenance index P (worst), netizens got A (good) for the positive 25% bias collision and the evaluation collision. The rest were all G (excellent). This matter first in the circle of friends of the car frying pan, someone directly described this test as "rolling over" the scene.

Commercial vehicle share ratio open

On June 24, the National Development and Reform Commission and the Ministry of Commerce jointly issued the Special Administrative Measures for Foreign Investment Access (Negative List) (2020 Edition) and the Special Administrative Measures for Foreign Investment Access in pilot Free Trade Zones (Negative List) (2020 Edition), which will take effect on July 23, 2020. The two documents make it clear once again that foreign shares in commercial vehicle manufacturing will be liberalized in the manufacturing sector.

In fact, as early as the beginning of February this year, Sichuan Hyundai Motor co., LTD., which mainly produces commercial vehicles, has completed its share reform. Hyundai Motor Group of South Korea has become the sole shareholder with 100% shareholding, thus becoming the first foreign-owned commercial vehicle enterprise in China. At present, the domestic commercial vehicle market segment presents a good growth trend. Nowadays, the policy of foreign investment in commercial vehicle manufacturing is about to be implemented, and the trend of domestic commercial vehicle market may be more eye-catching.

The annihilation of new powers

Recently, sailin, Bo County, Baiteng and other new forces of car making, which were once favored by the capital market, have been bringing bad news. Huang Ximing, founder of Bojun Auto, said that Bojun Auto has no land or property to sell off assets and cannot operate normally in the short term. According to a CCTV financial report, Biten has been in arrears with its employees' wages for four months. In addition, the Shanghai office of Baiteng was closed in April, the Beijing office was closed on June 17, and the Nanjing factory was also closed recently due to unpaid water and power cuts.

Since the "report incident" of Sailin Automobile broke out in April this year and lasted for a long time, following the court seizure and employee rights protection of Sailin Automobile, Wang Xiaolin also repeatedly wrote "response". Now the game between State-owned capital shareholders and Wang Xiaolin has turned into a see-saw battle. Some people have commented on China's new power of car building. 2019 is the year of new power of car building. The year 2020 will be the year of the demise of the new power of car building.

In a word, facing the general trend of economic downturn, structural adjustment, transformation and upgrading, and facing the development direction of "new four modernization" of the automobile industry, which is electric, intelligent, networked and Shared, the competition pattern of the automobile industry is further chaotic, and the differentiated competition has shown great success. Under the influence of the epidemic, there will be a new round of elimination competitions.