The battle for electric vehicle technology routes will be torn apart

There are even independent brands to cooperate with each other! Early in the morning, I saw this news. As a straight Boy and Chinese car brand powder, I couldn’t hide my excitement. The Metro Line 5 was overtaken.... The original road turned back and ran all the way. "Chang'an, Geely, these two very representative independent brands, really have to carry out technical cooperation in the field of hybrid vehicles?"

After arriving at the office, I was still very excited. Quickly find the official original announcement of the party, carefully check it, and then urgently lock the interview target to verify and verify.

First, the long-term Geely cooperation, has been nailed or preliminary intention

The reporter checked the original announcement from the official website of Chongqing Changan Automobile Co., Ltd. and found that it was only a preliminary intention. In the words of the announcement, Changan, Geely, Keli Yuanxin Energy, Kunming Yunnei Power, these four companies are aiming to sign the "capital increase and share expansion" for the "increase capital" Keliyuan Hybrid Power Technology Co., Ltd. (CHS) related matters. The Framework Agreement, and the Capital Increase and Shareholding Framework Agreement signed this time is a strategic and framework agreement for the willingness of the four parties to cooperate. The specific amount and proportion of the company's specific funds shall be subject to the final formal agreement.

In this regard, the reporter also contacted Ren Yong, the general manager of Changan New Energy Automobile Co., Ltd. for the first time, and was confirmed by the general manager. "At present, it is only a cooperation intention. How to carry out cooperation in the future is not good now."

Second, the cooperation background, vision

As we all know, GB 19578-2014 "Motor Vehicle Fuel Consumption Limit" and GB 27999-2014 "Pedestrian Vehicle Fuel Consumption Evaluation Method and Indicators" were officially released on December 22, 2014, and have been in January this year. Officially implemented on the 1st. According to this regulation, by 2020, the comprehensive fuel consumption limit of 100 kilometers is less than 5L. All major domestic automobile companies have entered the countdown of “big test”, and finding an effective path to achieve energy conservation and emission reduction has become a common problem faced by all car companies. How to do? The fuel consumption of 5L per 100 kilometers is really hard!

According to the official introduction of Keliyuan, the current domestic situation is that the new energy vehicles that have been highly anticipated have long been subject to market, technology, safety and other factors. Recently, they have been deeply mired in the “cheat”. In contrast, the most technologically advanced and most popular hybrid technology in the global energy and new energy vehicle market is undoubtedly the most effective way to reduce average fuel consumption. To this end, Geely and Keli Yuanxin Energy Co., Ltd. established Keliyuan Hybrid Power Technology Co., Ltd. (CHS) with a 49:51 shareholding ratio. With the help of the technical accumulation of both parties, it aims to build a national energy-saving and new energy vehicle hybrid powertrain system technology platform.

When it comes to the vision, according to the official announcement of Changan: Based on the principle of mutual participation, joint construction and sharing, all parties are determined to build CHS into a national-level hybrid powertrain system technology platform to support the technology of the Chinese automotive industry. Breakthrough and progress will play a synergistic role in the development of China's energy conservation and new energy automobile industry.

Third, the way and scale of cooperation

In accordance with the above vision, the partners are committed to building CHS into a “national” hybrid powertrain system technology platform. It can be seen that the number and scale of enterprises joining the cooperative "platform" in the future will not and should not be limited to the four parties appearing in the current announcement.

In this regard, Chairman of the company, Zhong Faping said: "The hybrid powertrain system technology platform built by Keliyuan is a completely open platform. At present, the cooperation between CHS and other vehicle companies will also be steadily advanced. There will be more vehicle companies and core parts companies to join.” In addition, the relevant person in charge of the promotion and securities department of Keli Yuanxin Energy Co., Ltd. also told reporters: “In the beginning, Keli far joined hands with Geely to build An open platform invites other car companies to join. Now, Changan and Yunne are the first to join."

"There are definitely more car companies coming in. There are already many companies doing technical cooperation, and there will be equity cooperation in the next step." For the reporter's doubts, the person in charge of the propaganda and securities department further explained. And who will be the host manufacturer who will join the platform next time, the person in charge did not meet the curiosity of the reporter, just throwing an intriguing statement "Now it has not been disclosed yet! If you searched for relevant Information, that should be credible."

Back to this cooperation, what are the specific “capital increase” methods and numbers of the parties? Chang’an’s official announcement shows that Chang’an has increased its capital by technology and cash totaling 200 million yuan, of which technology invested 0.8-100 million yuan; Keliyuan shares cashed 200 million yuan, and Yunnei Power paid cash of 60 million yuan to CHS. Capital increase; Geely Group (including Huapu) reserves the right to increase capital, but the capital increase is not more than 200 million yuan. The announcement also revealed that the specific amount of capital increase in Changan is subject to the final formal agreement, and Geely, one of the initiators, the final specific capital increase method and amount must be specified in the capital increase and share expansion agreement.

Fourth, how does the industry look at this?

Through the previous combing and verification, it is not difficult to find that the “Changan, Geely, Keli Yuanxin Energy, Kunming Yunnei Power” plans to increase CHS by 460 million yuan, and the CHS “domestic hybrid technology platform” from existing The 1+1 pattern has expanded to a 2+2 pattern. Then, after Changan officially joined, Changan and Geely, two very representative independent brands, may have to carry out technical cooperation in the field of “hybrid vehicles” in the future. How does the industry view it?

“This is a promising market-oriented independent innovation cooperation project. We gave special construction fund support last year and hope to continue to achieve new industrialization results.” The relevant person in charge of the Industry Development and Reform Commission Industry Department said. In this regard, the reporter also learned from relevant channels that the hybrid system and related technologies developed by CHS passed the appraisal and appraisal of the national authoritative expert group in November last year, and received the financial support of 100 million yuan from the government.

In addition, Wang Binggang, head of the expert group of electric vehicle major project supervision of the Ministry of Science and Technology, told reporters: "I participated in the joint venture developed by Keliyuan and Geely in Fengjing last year, and the 4-axis planetary gear train oil-cooled dual-motor hybrid system. The experts agreed that the overall technical level is comparable to that of the Toyota system, and some of the performance is better, which is more suitable for plug-in hybrid vehicles."

In Wang Lao’s opinion, this is an extremely encouraging result. This has not only changed the situation that China does not master the fine hybrid technology, but also greatly encouraged the morale of technological innovation in the automotive industry. In view of this, Wang Lao only used two powerful words to respond to the question of how Changan Automobile joined the CHS open platform to participate in cooperation: good things.

Self-owned brands must cooperate with each other. If you think about it, it is really not only rare, but also worthy of praise and praise. We must know that China's automobile industry has developed for more than 60 years, especially since the reform and opening up more than 30 years ago. We are used to hearing and seeing a certain Chinese automobile brand and a certain foreign-invested brand to establish a joint venture company, and are used to taking the market. "Change technology" is an old-fashioned mantra to smother and fool ourselves.

However, the praise is said to be. As for the Changan's participation in the CHS platform, there are also people in the industry who have expressed different voices.

"It is still too early to judge whether we can really come up with technical cooperation and share the willingness of strategic alliance." A market-related person in charge of a car company told reporters that one state-owned enterprise is a private enterprise, two It’s not easy for companies to come together and engage in in-depth cooperation. “There is no car company that is willing to pay for it, especially technology.”

In addition, the reporter interviewed the chief engineer of another new energy vehicle company. He first said: "As far as the technical route itself is concerned, hybrid power, including plug-in hybrid power, has higher technical complexity than pure electric power. It is recognized.” At the beginning of the telephone interview, the reporter was deeply impressed by the integrity and rigor of the engineer. "Then why do you still only do pure electric?" For the reporter's question, he responded with "the choice of technical routes will be based on the company's own development and technological accumulation." In view of this, he affirmed the cooperation between Changan and Geely in the field of hybrid power, and also stressed: "The hybrid system developed by CHS platform, what is the technical performance, it has to be carried to more models. And the inspection of the market in the future."

Borrowing a corporate respondent today is not the first, nor the last one. "When Changan and Geely come together, it is a very big breakthrough. One is a state-owned enterprise, one is a private enterprise, and the other is a private enterprise. In China's own brands, sales reached 1 million units last year, and one made 400,000 units. This way, the two companies can come together and it should be said that it is a miracle in the Chinese auto industry."

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