Writing｜Jia Tianyu

Picture｜Source Network

After announcing its success in becoming China's pure electric vehicle sales champion for seven consecutive years, BAIC further clarified its development path in the field of new energy in the next decade.

On January 15, BAIC New Energy Deputy Secretary of the Party Committee and General Manager Ma Faolie released BAIC New Energy's "2029 Plan" at the 2020 BAIC New Energy Global Partner Conference, proposing "one goal, two major paths, three major initiatives and four major systems". The roadmap of "one goal, two major paths, three major initiatives, and four major systems".

"One goal" refers to "a blue dream, two world-class" corporate vision; "two paths" is to build the industry destiny **** the same body and Comprehensive participation in international competition. The "three major initiatives" refer to: firstly, building digital R&D capabilities; secondly, enriching the new energy vehicle product spectrum with the deep integration of electrification and intelligent network connectivity, and in the future, we will build more than three exclusive platforms for electric vehicles, develop more than 10 new energy vehicle product series and more than 40 brand-new products, and realize L4-L5 level autonomous driving, with more than 50% of the sales of intelligent networked vehicles. Intelligent networked vehicle sales exceed 50%. Thirdly, we will build an AI factory and realize C2M personalized production.

The "four systems" are built from the aspects of power battery, intelligent interconnection, customer service, energy ecology, etc.: Firstly, to build a diversified energy system based on the "trinity" of lithium-ion batteries, solid-state batteries and fuel cells; secondly, to build an energy system based on the "5" energy system; and secondly, to build an energy system based on the "5" energy system based on the "5" energy system. Diversified energy system; Second, based on 5G/6G to build collection, communication, data, analysis of the integration of vehicle - road - cloud big data management center; Third, online and offline, experience and delivery of the integration of the seamless new marketing network system; Fourth, the completion of the car with the car, the car and energy network interoperability interconnection of the intelligent energy ecosystem.

In short, electrification and intelligence will be the core driving force behind BAIC's new energy products and brand. But in terms of the immediate industry situation, openness and **** enjoyment is the highest strategy for BAIC to implement.

BYD, Great Wall into the circle of friends

For example, in the most critical power battery field, BAIC has several major power battery giants at home and abroad into their circle of friends.

According to Ma Faolie, the battery cooperation between BAIC and BYD is currently being explored and evaluated, and the cooperation between the two sides involves operation and technology in addition to the battery field. "We are also working with Great Wall." Ma Faolie said. And before BYD and Great Wall, BAIC has a joint venture with South Korea's SK to build a power battery plant to provide support for ARCFOX, and deep binding with Ningde Times.

Last September, BAIC New Energy and Ningde Times launched the world's first high-nickel ternary CTP battery packs, the first production model equipped with CTP battery packs is the BAIC New Energy EU5, the two sides also *** with the establishment of the "1,800-volt innovation laboratory". Subsequently, BYD "boss" Wang Chuanfu announced on January 11, BYD's new generation of lithium iron phosphate CTP "blade battery" will be mass-produced in Chongqing in March this year, and will be mounted on the new models will be listed in June on the Han EV.

From the official disclosure of information and industry analysis, Ningde Times and BYD's CTP battery packs are designed to reduce costs and improve energy density. But BYD's blade batteries will be more advantageous in the low-end pure EV market, while Ningde Times CTP battery packs are intended to continue to dominate the mid-range and high-end markets. By taking both into their own camps, BAIC New Energy's determination and ambition to capture the local market and even move into the global market can be seen.

***Together we'll make a bigger cake of new energy vehicles

Just earlier this month, BAIC released its "Big Beijing" brand strategy, announcing that it will use the off-road brand "Beijing" and the new energy brand "BEIJING" as its future brands. BEIJING" as the Group's two core brands to occupy a leading position at home and globally, on the basis of which "Greater Beijing" will be the Group's unified business card to the world, with the goal of realizing sales of 500,000 units in 2025 and 1 million units in 2030 to achieve the goal of "Greater Beijing" in 2025 and 2030, respectively. The goal is to achieve a sales volume of 500,000 vehicles in 2025 and 1 million vehicles in 2030, and to become a "world-class green intelligent mobility brand". In terms of sales structure, market trends and strategic focus, new energy products will play a major role in BAIC in the long term.

In 2019, BAIC's off-road vehicle sales will be 36,000 units, an increase of about 2% year-on-year; BAIC's new energy sales amounted to 150,000 units, albeit a decline of 4.69% year-on-year, but in last year's new energy market, the decline in sales is almost the norm. BYD, for example, has seen its new energy sales plummet, allowing Tesla to overtake it as the world's new energy sales champion.

And by the impact of subsidy regression, China's new energy vehicle market has seen negative growth for six consecutive months by the end of 2019. Data released by the China Association of Automobile Manufacturers (CAAM) shows that China's new energy vehicle sales in 2019 amounted to 1.206 million units, a year-on-year decline of 4%. This is also the first time in the ten years since China's promotion of new energy vehicles that there has been an annual sales decline.

In terms of the current status of the domestic new energy vehicle market, Ma Faolie has repeatedly said that Tesla's are welcome to make the new energy market bigger with the traditional forces ****. At the same time, he believes that in the *** with the new energy vehicle cake this *** with the same goal, the domestic automobile enterprises counterparts of the cooperation *** win will be a big trend. For example, last December, SAIC has reached a deep cooperation with Guangzhou Automobile, will be in the new energy and other areas of technology research and development, resources *** enjoy cooperation.

In addition, in other areas such as travel, technology, manufacturing, etc., BAIC is likewise deepening its joint-venture cooperation with Daimler, Magna, Valeo, Siemens and other outstanding global companies, and is closely joining hands with Huawei, DDT, Baidu, and other emerging industry chain giants, to continually enrich its own ecosystem. In the next decade, electrification and intelligence will be the key to BAIC New Energy's victory.

This article comes from the author of Automotive Home Car, and does not represent the viewpoint position of Automotive Home.