Sitting at home, can the Japanese joint venture turn defense into offense?丨 The “oil truck” will not die

Is the era of oil trucks dominated by traditional brands really coming to an end? Yes, it’s not.

The emergence of a large number of hybrid cars has masked the trend of slowing down the growth of pure trams, and the traditional joint venture car companies are speeding up their own transformation progress.

How many driving forces have taken place in the background of this era to make great changes? Still no one can tell.

Compared with the extremely excited Chinese car companies in 2024 the life of the major joint ventures was really not easy.

At present, in the price war, a large number of ace models have been put on the discount shelves one by one, or secretly increase the discount, or simply affix a new price tag after a sharp reduction on the forehead.

In order to cope with the impact of public opinion, families are racking their brains, trying to avoid all risks.

In any case in the current market environment it is believed that these actions will always address the symptoms rather than the root causes.

How to continue to survive? And how to come up with a plan to turn things around? There is no doubt that the many problems facing the joint venture car companies are very thorny.

Now that it is less than two months before the end of this year there is nothing more critical for joint venture car companies than to fight as soon as possible in order to outpace the speed of market switching.

Whether their future is worthy of everyone’s expectation should be reflected during this period.

As the Guangzhou Auto Show is about to open, we actually know very well what attitude the car companies in it will take to face this close hand-to-hand combat.

The means that can be used, such as the accelerated launch of new cars, marketing, information bombardment, and so on, are only likely to increase rather than decrease these days.

But at this point, if the development trend of China’s auto market is divided by Guangzhou Auto Show, I would think that there is only so much time left for them.

Especially the top three of the Japanese system, which are sitting at home, after years of market ravages, when newcomers circle potential users over and over again, this Guangzhou Auto Show will become the most special stage for them from the past to the future.

That is to say, before that, like most car companies, Guangzhou Auto Show was nothing more than a channel for them to sell new cars, but today, seeing the market has changed, Toyota, Honda and Nissan have no leverage to lie flat.

For them, if the environment is no longer what it was yesterday, all the performance at the moment is not only a matter of life or death, but also a matter of life and death.

There is no room for snub in the future, electrified, is there any way out for joint venture car companies? This topic almost runs through 2024, but from the perspective of market performance, it is very difficult for Volkswagen, General Motors and other European and American car companies with great expectations for the Chinese market to make a breakthrough, not to mention the three Japanese companies, which are already slow in popularity.

It seems to give us an answer that no one wants to see.

On this side, the ID.

4/6 of North and South Volkswagen is still trading at price, SAIC Volkswagen’s ID.

7S production plan has been suspended, and Volkswagen (Anhui) ID.

Going public is unsalable.

over there, GM’s highly anticipated “Alteneng” platform fell silent one after another after a period of trouble.

If coupled with the past electrification strategy of luxury brands such as BBA, the landing situation of “big thunder and little rain” seems to be presented to us with the worst outcome.

With this situation, can the top three of the Japanese system pick themselves up again? Despite the question left to us by the market, I think most of the time, they are also aware of the situation in the throes of the market.

If you want to go back to the past, you can do more than simply put some innocuous electric cars on the market.

In that case, how on earth should Toyota, Honda and Nissan arrange their future? For fully implementing the electrification strategy or simply risking your life to build electric cars I admit that today it is very difficult for Japanese car companies to make up their minds to choose ALL IN.

Previously, Toyoda Akio repeatedly for the fuel platform scene, is nothing more than to send a signal to the outside world: at a time of industrial transformation, related to the switch between new and old energy, although the Japanese car companies did not make clear their position, but in terms of choice, it must be vague.

The background of the world is not black and white, how can the development of the automobile industry move forward in the confrontation between oil and electricity? The truth is such a truth, but still that sentence, if the Chinese auto market is to unswervingly invest all in the electrified transformation, who can really ignore it? Over the past year in order to stay in China the three Japanese companies have more or less more Chinese characteristics in electrification decision-making.

However, when this year’s Guangzhou Auto Show has increasingly become a node to divide the new era from the old era, the sense of urgency given by reality will always make them take a good look at the current development of the Chinese market.

The Japanese are really too confident about their electric cars.

” In the years when bZ4X, Ariel and e:NP1/S1 were born, whenever we heard such comments, we could feel that Japanese electric cars were going to be unaccustomed.

And facts have proved that this is indeed the case.

No, no.

Toyota, Honda and Nissan have to come back.

Guangzhou Auto Toyota Platinum Intelligence 3X, Honda Ye: P7/S7 and Nissan’s new pure electric cars will all land at the auto show to officially engage in hand-to-hand combat with Chinese car companies, and their purpose is to take this opportunity to tell the outside world that the great changes in China’s auto market still make them feel the crisis.

Can Chinese consumers still be interested in Japanese electric cars at this stage? With the rapid rise of electric cars in China, this question is indeed difficult to answer.

No one can give a confident look on this single Guangzhou Auto Show as a reference.

But in any case, as long as we don’t give up the Chinese market, I firmly believe that what Toyota, Honda and Nissan are doing now is still meaningful.

If you don’t give up, you have to look like you don’t give up.

What is the proportion of the Chinese market in the global territory of the top three Japanese companies? As the electrification of the industry continues to force them out of the market and the technological changes led by Chinese car companies are covering all the hybrid areas they are good at, onlookers must think that for them, China’s car market will no longer be as important as it used to be.

But in fact the lower-than-expected market performance in 2024 only reveals the difficulties of Japanese cars to a certain extent.

It is undoubtedly unrealistic for the Japanese to turn a blind eye to the future of China’s car market.

No matter how painful the current development of China’s auto market is, Japanese car companies are inseparable from the objective factors supported by the Chinese market in view of the profit situation, transformation efficiency, technology iteration and other factors reflected in their financial reports, so if we want to choose a Japanese joint venture, we will muddle along.

is impossible.

, Earlier this year, Honda, under the weight of public opinion, resolutely implemented the suspension and reconstruction of old and new factories.

While releasing the new electric brand “Ye”, it kept saying that it would put localized R & D at the forefront of its strategic priorities.

, At the just-concluded CIIE, on the one hand, Shohei Yamazaki, Chairman of Nissan China Management Committee and President of Dongfeng Motor Co., Ltd., pointed out that “the Chinese market is the development focus of the global automobile industry and the strategic focus of Nissan Motor Co., Ltd.”, On the other hand, Guan Guoxiun, corporate vice president of Nissan China Nissan Motor Company, added,”Among all the uncertainties, one thing is certain: cooperate with China partners.

” ,, to this day, just as everyone is looking at what products the three Japanese companies fighting at home can produce to suppress their China rivals, Reuters also issued an article saying that in order to increase production in China, Toyota plans to strengthen its sales and production operations in China, and also give local executives more autonomy to promote product research and development.

To put it bluntly, no matter which way you look at it, the attitude of the three Japanese companies has long been there, and the future development of the China market will not disappear in their strategic progress.

No matter how difficult the market is and no matter how great the pressure of public opinion is, it is difficult to change their existing plans.

The arrival of the Guangzhou Auto Show is bound to become a new beginning for Japanese joint venture car companies to make another breakthrough in electrification transformation.

Therefore, although the auto show has just kicked off, from the known information, we can still see that the Japanese joint venture car companies are no longer stubborn.

, GAC Toyota Platinum 3X, this is a pure electric SUV that completely follows the concept of territorial development.

It is everything from the large space and high-quality interior that China consumers care about, to a full set of intelligent equipment.

The Honda “Ye” P7/S7 has almost all the high-end configurations in various dimensions that Honda can obtain, such as electronic rearview mirrors, dual-motor four-wheel drive, and front double wishbone suspension.

Nissan’s new pure electric sedan will also re-interpret the traditional “Nissan sofa” skills in a more technological way.

Yes, in the past two decades, the mission of the Guangzhou International Auto Show is far higher than that of automobile shows such as Chengdu and the Guangdong-Hong Kong-Macao Greater Bay Area.

It has always been an important stage for the release of new technologies and new concepts in the automotive industry.

It has witnessed the rapid development of new energy vehicles in China over the past decade.

In South China, Japanese car companies have always lived a very comfortable life relying on the region’s inherent consumption potential.

Today, the original intention of the Guangzhou Auto Show will not change.

However, the good days for Japanese car companies are no longer, and they must be required to give up their desire to “wait for the flowers to bloom”.

Completely localized R & D is the new guideline they are implementing at the moment, but faced with too much uncertainty in the future, the series of mass-produced new cars that come to the auto show can only be an “appetizer”.

China consumers can give them some time to adapt to the environment.

In the end, Japanese car companies will have to truly put down their high attitude and enter the hinterland of electrification transformation based entirely on China’s auto market.

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