Not surprisingly, the market penetration of new energy vehicles will hit another record this year.
After crossing the 50% mark, everything may reduce the market share of pure fuel vehicles to 30% of the total, as expected.
Compared with the slowing process of electrification abroad, the current situation of China’s car market can be called “bizarre”.
But this inevitably raises the question of whether Chinese car companies, which already have an advantage because of new energy, will continue to put pressure on all overseas car companies.
Under a series of new energy offensives, will the latter be unable to operate the Chinese auto market? Previously, we have heard that Volkswagen has secretly stopped the mass production project of SAIC-Volkswagen ID.
7S, that GM, which has not been successful in transformation, is also considering appropriate production cuts to meet market demand, and that news such as the closure and transfer of a large number of joint venture plants seems to be sending a signal to people that the rapid changes in China’s new energy car market have increasingly aggravated the technology gap between car companies and tested their viability.
Against this background, it does not seem too much to say that 2024 will be the year of life and death that will determine whether all car companies can move forward as they wish.
However, seeing that the development direction of the new energy industry is gradually stable, and the consumption trend also evolves around “rationality”, in the face of a controllable future, I always think it is too early to declare that those joint ventures that are still at the head will never recover.
Volkswagen and GM will not give up because of temporary setbacks, and slow-heating car companies such as Toyota and Honda will not turn around and leave the field.
Whether to cooperate with Chinese car companies or use the resources of joint ventures to carry out territorial research and development, the ultimate goal of a multi-pronged approach is to confront Chinese car companies head-on.
At that time, if the outcome is decided, then find a way out.
Transformation is very difficult, so it takes courage even more.
A great deal of analysis has been given early in the industry on the subject of joint venture electrification transformation.
Many people are saying that relying on the advantages of China’s new energy industry chain to export products overseas is the future of most joint ventures.
The most typical examples are Shenlong Motor and Yueda Kia, which intend to take export as the main task.
But it is clear that this is not a solution for everyone.
Especially for giants such as Volkswagen and Toyota, it will not work simply and rudely to switch the market under the premise of maintaining local employment and taxation and ensuring the stability of the supply chain.
Yes, under the constraints of objective conditions, these head joint venture car companies have not been able to come up with effective means in the electrified transformation until now, and the pure electric new cars launched have little sense of existence in the market.
Some and only Volkswagen ID.
3 has left a little dignity to the entire joint venture camp by losing money and shouting.
But behind the cruel reality, we can still see that these companies are not as incompetent as we thought in dealing with the future of China’s new energy car market.
At this time when the whole people are selling electric cars at a loss, it seems to be more in line with their values to use cash flow to support the transformation of enterprises and to increase their efforts to complete the early accumulation rather than rashly entering the bureau.
The result of Volkswagen’s marriage to Xiaopeng is still some time away from its official debut, but if you take other joint venture brands as an example, even if you are nearing the end of 2024, you can see some clues when you look back at the strategic progress in the past.
First of all, we must admit that there has been a considerable decline in sales among the major joint ventures.
The large-scale attack of independent brands, coupled with changes in consumer demand for cars, they will always be greatly affected by the traditional development path.
For Guangzhou Auto Toyota, which is still in the first line of the joint venture, some objective conditions can no longer be changed, which means that it is important to lengthen the timeline and consider the long-term development in the future.
Within the joint venture company, the word “long-term doctrine” has long been suspended in the core concept of development of the enterprise.
In order to be as close as possible to this, GAC Toyota has given many answers this year, all of which reflect this point.
The difficulty of full electrification is very difficult, and both Chinese and foreign parties are of course well aware of it.
Although Akio Toyoda has complained about tankers on several overseas public occasions, Guangzhou Auto Toyota has been struggling to prepare for the rapid changes in the market in China this year.
On the product side, regardless of Toyota’s own restrictions, from the ninth-generation Camry to the annual revamped Sena, the cooperation with Huawei to develop the car engine system has almost become the top priority of the whole GAC-Toyota external publicity.
On the other hand, from the low starting price of the new Handala on the market, we can also detect that the car companies themselves are not posturing in the face of the pressure of transformation.
To put it bluntly, due to the current market situation, GAC Toyota knows that with its current achievements in the field of electric vehicles, it is still unable to harden its own brand.
To this end, every decision made by the Chinese side must pave the way for the next head-on confrontation.
From proposing “hybrid family” to advocating “intelligent electric hybrid dual engine”, relying on the existing product lineup, GAC Toyota just wants to move towards the hinterland of the development of China’s electric vehicle industry step by step.
At the same time, Guangzhou Auto Toyota Platinum Intelligence 3X appeared on the stage like a hole in successive auto shows, with nothing more than thinking that at this time when electric cars filed into the market, don’t let the outside world ignore their existence.
Platinum Intelligence 3X arrived late, or did it rise abruptly based on its accumulated strength? At present, there are only more than two weeks to go before the opening of the Guangzhou Motor Show and less than two months before the end of 2024.
Will the struggle between car companies be curtailed? Apparently not.
For GAC Toyota, although the home game can occupy a regional advantage more or less, but in terms of the current market situation, there is an urgent need for the outside world to confirm the logic of its transformation in the remaining period of time.
Previously, the platinum wisdom 3X also embraced the pipa half-covered shy face of the appearance, it is difficult not to make people feel that Guangzhou Auto Toyota in the electric transformation is a little procrastinating.
But today, as more and more platinum intelligence 3X test vehicles appear frequently in the suburbs of Guangzhou, we can make it clear that in the face of new consumer demand and the launch of electric vehicles for the Chinese market, GAC Toyota still has its own ideas.
Two days ago, Feng Xingya, general manager of GAC GROUP, also said at the Fortune 500 Summit that with the maturity and popularization of technology, self-driving technology is no longer the core competitiveness of the automobile industry.
In his view, self-driving technology is the core competitiveness when the influence of self-driving technology on the whole vehicle is so great that it cannot be purchased normally from society.
But now, as the technology matures and the general supply of society can be met, self-driving technology is no longer the “soul”.
In other words, since GAC’s development route is self-research and joint venturePay equal attention to work, and the joint venture company as a core participant has the responsibility to create advantages for itself that no one can imitate.
, As for the Platinum 3X, I believe that behind this car must be the background of deep participation of GAC Research Institute.
His understanding of smart driving and smart cabin is absolutely inseparable from the technical contribution of the Chinese team.
Considering that GAC’s current cooperation with Huawei is a strategic and comprehensive background, it is very likely that GAC Toyota will use a big move on this car.
But in comparison, can GAC Toyota’s joint venture status play a key role in the transformation? We all know that one of the most basic aspects of Toyota’s car building is to ensure the long-term stability of its products.
And this “stability” should run through all aspects of research and development, manufacturing, sales and services.
, Therefore, no matter how fast the industry transformation exceeds expectations, joint venture car companies will definitely not discount in this regard.
Even for the research and development of electric vehicles focusing on the China market, the importance of Platinum 3X to GAC Toyota will not be less than that of Camry and Highlander.
Nowadays, the new speed of electric vehicles in the China market must be the fastest in the world, and the research and development related to technological iteration must also be the most “exciting”.
Then this requires every car company in China to be meticulous in ensuring product quality control and maintaining supply chain stability.
, In the first 10 months of this year, when it comes to the Platinum Smart 3X, although there is not much detailed information revealing the specific product power of this car, we should believe that GAC Toyota is nothing more than reorganizing it based on Toyota’s standards.
The supply chain system of this car is making the final verification of the safety of the whole vehicle and working hard to match local functions such as smart cabin and smart driving.
Needless to say, at this Guangzhou Auto Show, Platinum 3X will eventually express GAC Toyota and Toyota Motor’s interpretation of China’s electric vehicle market to the outside world in a complete manner.
At that time, as usual, doubts will also appear in major public opinion fields along with the release of this car.
But still, no matter how China’s auto market is transformed, the huge market capacity is generated by a large number of different consumer demands.
It is doomed that the diversified competition in the electric vehicle market will not disappear.
Platinum 3X can be very similar to Toyota, but the R & D ideas built entirely for China users always show their advantages in a timely manner.
This world has never been black or white, let alone one with interest.
If the market still retains some rationality, it is time for the joint venture car companies that have experienced too much pain in the past two years to turn their anger into strength.
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