Enlarging to the current global transformation, how can Chongqing play its manufacturing advantages in a new round of competitive upgrading and lead the intelligent manufacturing upgrade of the auto industry?

    Every time I go to Chongqing, I can feel the "no export" change. Row upon row of buildings show a magical illusion that is not inferior to Shanghai at night, and there is even a sense of blurring that is too three-dimensional. And behind the appearance of this city, there is a different kind of temperament.

    At the end of April last year, the Automobile Commune once investigated the current situation of the local automobile industry in Chongqing and wrote a set of cover stories "Chongqing farewell to "Detroit"." At that time, we saw that the ambitious plans of the auto industry were facing elimination and cleaning caused by market changes.

    One year later, following the recent re-awakening of the judicial reorganization of BAIC Yinxiang, we suddenly discovered that Chongqing was undergoing fission in silence. Moreover, this reorganization is also a pilot reform sample for the upgrading of Chongqing's automobile industry, because after the reorganization, the state-owned system represented by the governments of Chongqing City and Hechuan District will become one of the shareholders of BAIC Yinxiang.

    Moreover, the “mixed reform model” of BAIC Yinxiang’s judicial reorganization is not only about whether the company can come back to life, but also involves an important issue, that is, to explore new paths for the transformation and development of potential companies and revitalize the resources of the industry chain. , Come to a bigger game.

    In other words, Chongqing issued the "Guiding Opinions on Accelerating the Transformation and Upgrading of the Automobile Industry" last year, striving to promote the transformation and upgrading of Chongqing's automobile industry and consolidate the leading position of Chongqing's automobile industry in the country. "The landing. This makes us rethink what kind of "butterfly change" the Chongqing automobile industry is experiencing?

    The chicken feathers after the dark and frenzy passed by are "rebirth from the fire." And how does Chongqing embrace the future with breakthroughs and changes? At that time, the Hechuan District, where BAIC Yinxiang was located, was an important western automobile industry city and Chongqing's second largest automobile industry base. How was it to realize the transformation and upgrading of the automobile industry?

The road to transition

    "Anything in the past is a prologue." You must know that Chongqing, the "Detroit of China", and the deep bond between the automobile industry and the city, have made Chongqing once brilliant in the past.

    Five years ago, Chongqing won the national provincial and municipal output championship with 2,609,300 auto production, surpassing Shanghai's 2.43 million. Parts factories were almost completed with a frequency of "one new factory a month". By 2016, Chongqing has become the country’s largest automobile production base, forming a “1+8+1000” industrial structure. In addition, Chongqing’s automobile production reached 3.16 million vehicles that year, with an output value of 540 billion yuan, an increase of 11.4% year-on-year. The localization rate of parts and components reached 80%, becoming the "ballast stone" of Chongqing's economy.

    It can be said that this hot spot for car manufacturing has very attractive investment promotion policies and supporting conditions, as well as the demand and desire for automobiles in the low-tier market in the southwest region, and it has "time, location, and people." However, starting from 2018, among the “6+1” pillar industries of Chongqing's industry, the automobile manufacturing industry has fallen by 17.3%, which is the only sector in the seven industries that has experienced a decline. The relative downturn of the automobile industry has weakened the overall industrial development process of Chongqing to a certain extent. 

    Then, in Chongqing, where GDP exceeded 2 trillion yuan in 2018, why did the auto industry fall behind?

    In fact, Chongqing’s GDP in 2019 has continued to increase to 2,360.5 billion yuan, and with the implementation of the “Belt and Road”, Chongqing has accelerated the construction of inland open highlands, opened new land-sea channels, and increased cooperation and trade with countries along the “Belt and Road”. , The net export value in 2019 alone reached 163.306 billion yuan, far exceeding Guangzhou's 111.3 billion yuan.

    Between the offensive and defensive transitions, the automotive industry has to pay a corresponding price for growth. Faced with difficult choices and deeper thinking, it needs to reposition it again and start a second painful fission.

    The conceptual barriers need to be broken, and it is of course out of place to hold on to the disability. According to the relevant plans learned by the reporter, Chongqing is currently in the implementation of the 2019-2021 industrial remodeling period, which means that it is necessary to complete the optimization of the development direction and strategic layout by restructuring the existing automobile industry. The Commune’s survey last year showed that it was a phenomenon unique to this transitional period.

    Now, Chongqing will become a new benchmark for the comprehensive transformation of the automobile industry in Chengdu-Chongqing region, construction and development of an ecological economic circle, and accelerate the iterative upgrade of the automobile and motorcycle industry. As the second largest automobile production base in Chongqing and the location of BAIC Yinxiang surveyed by the commune last year, Hechuan District is striving to build a new cluster of automobile industry with an output value of 100 billion after continuous cultivation and transformation for about ten years. In other words, after a three-year industrial cultivation period, Hechuan will achieve an industrial change between 2026 and 2030, and the total output value of the automobile industry will reach 100 billion yuan.

    The new plan of Hechuan also showed us that, marked by the recent judicial reorganization of BAIC Yinxiang, Chongqing and Hechuan District are committed to re-adjusting the industrial structure and creating a new industrial chain. This vision is ideal, but it is not easy to implement. It requires disruptive innovation to a large extent. But is the growing Chongqing ready?

Cocooned Butterfly

    Facing the future of Chongqing, we are more concerned about the next stage of competition direction?

    We may ask, from the perspective of the external environment, although Chongqing’s manufacturing industry itself is in a leading position in the western region, it has a “1+10+1000” industrial cluster (with support from 41 automobile manufacturers and thousands of supporting enterprises). There are 971 regulated enterprises), and the comprehensive production capacity of complete automobiles reaches 4 million vehicles per year. But how to promote the “intelligent manufacturing” upgrade of Chongqing's automobile industry? What are the advantages and disadvantages? What are the specific actions?

    From the perspective of the industrial chain, Chongqing has a relatively complete product pedigree of passenger cars, commercial vehicles, special vehicles, etc., with engines, transmissions, braking systems, steering systems, axles, interior systems, air-conditioning, etc. To become a complete supply system, this is undoubtedly a fairly complete foundation and advantage. How do advantages turn into victory?

    "The Weight of the Country" mentioned that a country's very important weight lies in "striving for development space." Because what the countries of the world have been fighting for is actually advanced productive forces, and this process is a process of "national industrialization". It took China 70 years to complete this process to build the world's most complete industrial chain.

    Similarly, a province or municipality directly under the Central Government must also develop advanced productive forces. The prosperity of an industrial chain can activate the vitality of a city. The clustering effect brings about the concentration of people, materials, and money, and promotes a region into the fast lane of growth. This process is very long, accompanied by the pain of rebirth from the cocoon and Nirvana of the Phoenix. However, this is also the necessary accumulation for great achievement.

    The close integration of cities and industries has also been performed in China in recent years. The most famous is that Tesla settled in Shanghai, which opened up a huge "catfish effect" in the field of new energy. And Hefei Investment Weilai, "the most cattle investment institution" is even more talked about. why? It is fundamental that a company can bring an industry chain to life.

    In today's world, a new pattern has emerged in the world economy and trade. In the process of building global products, what do you rely on? It can form standards in the industrial chain, control the bond in the supply chain, and control the hub of the optimal allocation of resources in the value chain. Whoever masters this "three chains" is the leader of the world's big group.

    Therefore, from the reality of Chongqing, the reorganization of BAIC Yinxiang is a good opportunity. In addition to the salvation value of this company, it is also because of the need to "integrate the three chains" in the context of the global situation. Undoubtedly, it is no coincidence that the substantive mixed reform of BAIC Yinxiang was slowly carried out under the leadership of the Chongqing and Hechuan District Governments and BAIC Group.

    We have seen that from the signing of the agreement to promote the strategic reorganization of BAIC Yinxiang, after one year of behind-the-scenes work by the Chongqing municipal and district governments, the new company has resumed work and production on August 1 this year, and has now successfully resumed more than 2 In September, the production plan of stamping, welding, painting, and final assembly was gradually resumed. At present, the three aspects of ensuring supply, stabilizing employment, and enhancing confidence have improved significantly.

    In the next step, BAIC Yinxiang will hold the first creditors' meeting to protect the legal rights of creditors and boost the confidence of creditors and all sectors of society in the restructuring of BAIC Yinxiang. It is reported that the reorganization of BAIC Yinxiang will be completed before the end of 2020.

    Not only that, in 2021, the total output value of the automobile industry in Hechuan District is expected to increase again on the basis of 2020. By optimizing the strategic layout in the vehicle, parts and aftermarket areas, the current industrial transformation deadlock will be broken. Through the capital reorganization and product upgrade of BAIC Yinxiang, the normal production capacity was restored to 200,000 vehicles.

    In addition, at the 3rd China Automotive Safety and Recall Technology Forum in late October, Hechuan District, Chongqing City, China National Institute of Standardization and China Automotive Engineering Research Institute Co., Ltd. signed the "National Autonomous Driving Scenario Testing and Safety Simulation The Central Project Cooperation Agreement has established a national-level key laboratory, improved the automotive research and development capabilities, and will effectively enhance the vitality of the automotive industry in the region.

    Hechuan has more "post tricks". In the future, Hechuan District will also expand its multi-product vehicle production capacity, including new energy (including PHEV and HEV), multi-purpose SUV and pickup truck models, on existing models. Have made some achievements in "use".

    Just like a commonly used sentence in my previous article, "Whoever can't kill me will eventually make me stronger." The reorganization of BAIC Yinxiang is only the beginning. After wind and rain, we can see the rainbow. The planning of Hechuan District is also the epitome of Chongqing's "butterfly change" in the new era. Facing the future of new energy, intelligent network connection and the "new four modernizations", Chongqing seems to be saying, "I am broad."