In 2013, as a spectator in the automotive industry, we witnessed the launch of hundreds of new cars, strategic launches, and signing agreements. After each bustling session, they may have a significant impact on the future automotive market. : The launch of a new car may have opened up a brand new market segment; a joint venture alliance may have stirred up the existing brand structure; the implementation of a policy may have caused a company to get sturdy...

At the end of the year, we opened the notepad and screened out ten top keywords that will affect the entire automotive market in 2013. They have been heavy enough in the past and are expected in the future.

Key words

Tesla

Glossary: ​​In Google’s 2013 auto search list, “Tesla” ranks first in the national auto brand search chart. The reason why Tesla can be the focus of this year's entire automotive industry is its subversive sense of innovation.

Tesla is the first car brand to combine new energy with sports cars. Taking the already-listed ModelS model as an example, it has a large number of 18650 batteries tiled on the chassis, and with an 80 amp professional charger, it can travel 80 to 100 kilometers on average in one hour. Not only that, but driven by strong power, the time taken for the 0-100 km of the model is about 4.4 seconds. In addition, the design of the entire vehicle is bursting from the inside to the outside, especially the huge touch screen that covers the entire center console. It replaces all function keys and has a built-in 3G communication module to enable networking with communication operators.

The appearance of Tesla has caused the traditional car industry to feel unprecedented panic. Just as a relatively closed high-level car meeting suddenly burst into an IT guy, he was so young but he was exceptionally successful, allowing consumers and investors to see new things. The hope - the car can be subversive.

Even at the end of September at the Automotive Design Conference, Tesla became a brand that was consistently promoted by Chinese and foreign automotive designers and industry-related experts. Not only that, but more car brands regard car networking as one of their development strategies. Such brands as GM, BMW, Audi, and Ford have all started to develop their own car networking brands to increase their sense of technology and humanity, not only 3G and 4G, but also the most popular popular apps. So far, the number of car users in China has increased from 50,000 to 500,000, and it is expected that by 2015, this figure will reach 10 million.

â—Ž Comments: Tesla is no longer synonymous with a car brand, it means innovation for the traditional automotive industry. Although car networking applications were developed by the automotive industry many years ago, since the advent of Tesla, people no longer considered car networking as a plus for a car, but as a must-have item, represented by Tesla. The IT industry is driving the acceleration of the automotive industry, which is definitely a good thing for consumers.

Key words

Spoiler

Glossary: ​​In the increasingly fiercely competitive Chinese auto market, there is a constant influx of “spoilers”. Jaguar Land Rover and Chery have joint ventures, Volvo production bases have been approved, JEEP and Infiniti have announced domestic production... After this series of news, this year, Acura announced that it will realize domestic production. Immediately afterwards, Renault and Dongfeng were also approved by the National Development and Reform Commission in November and formally joined in December.

The automotive market in China has always had tremendous potential. Since 2000, more than a decade of sales of blowouts, China has become the world’s largest market for multiple brands and has attracted the attention of global automotive brands. The doorman believes that those who win in China will have the world. Therefore, more and more foreign auto manufacturers want to share a share in the Chinese market in the form of joint ventures and landings, and this move has also led to more intense competition for the share and sales of various brands.

The first camp of domestic car sales has now been firmly held by Volkswagen and GM for many years and has not been able to strike. In the second camp, Hyundai and Nissan and Toyota are fighting each other; but there are always yellow tits behind the cormorants, which were previously imported into China. The brands in the automotive market do not satisfy the disadvantageous situation. They have accelerated the process of localization. In order to compete with the joint ventures as soon as possible, they will stir another round in the markets where the princes are fighting.

â—ŽReviews: In the short term, these latecomers are not enough to threaten Volkswagen, GM, Nissan and other brands, but who can guarantee that they will not come from behind? After all, more domestic projects and more cost-effective models can be considered as beneficial to the country and the people.

Key words

Japanese

Explanation of Terms: Affected by the earthquake and Sino-Japanese relations, the Japanese automotive companies in China suffered from Waterloo last year. The Japanese car's once-up to 30% market share in China actually fell below 10% in October last year. The share of Japanese brands has been divided into Korean, American, and European brands. For this reason, Japanese companies including Toyota, Nissan, and Honda have introduced a series of policies such as security guarantees, 7-day replacement, and reduced their 2013 sales targets.

Throughout 2013, sales of Japanese brands did not pick up in the end. What is the magnitude of this? Japanese entrants have been paying close attention to it. Especially for German and Korean companies, those that were taken up that year were cheap and could not continue to account for it. Going on? If Japanese brand promotion and marketing strategies continue to have an impact, will they pose further threats to themselves? All answers are in the data.

In January 2013, the Japanese top three experienced a year-on-year increase in sales volume for the first time in a four-month decline in sales. However, the recovery in sales does not mean the recovery of terminal sales. It is related to the postponement of the Lunar New Year. In the past year after the Diaoyu Island incident, the sales of Japanese brands in the past three months have recovered significantly. According to the data from the China Association of Automobile Manufacturers, the Japanese brand's market share in September was 19.02%, which was significantly higher than the 15.21% in August; compared with the same period of last year, the sales of Japanese brands in October increased by 1.8 times year-on-year; November In terms of market share, Japanese brands even led the German brand with a slight advantage of 0.56%.

â—ŽReview: Despite its fate, Toyota still sold nearly 9.75 million vehicles worldwide last year, surpassing GM and Volkswagen to win the global auto sales championship. At the end of the year when the transcripts will be submitted, the final results of Japanese brands are worth looking forward to.

Key words

Three bags

Glossary: ​​On October 1, 2013, all parties appealed for a long-lasting automobile Three Guarantees policy that finally fell to the hammer. The “Repair of Household Automotive Products, Replacement, and Return of Goods Liability Regulations” (hereinafter referred to as the "Car Three Guarantees Regulations") was formally implemented. The Chinese automobile industry brewing a decade-old policy has undoubtedly reached a milestone in the automotive industry.

The "Car Three Guarantees Regulations" allows consumers to follow regulations and laws, as well as promote the quality of products and services. In order to enjoy the Three Guarantees policy, many consumers hold money to buy. To this end, many auto companies including Shanghai GM, FAW-Volkswagen, Dongfeng Peugeot, BYD, etc. have implemented three packages in advance.

Although the introduction of the “Three Guarantees” has made consumers more secure in buying cars, the high cost of rights protection, the long period of rights protection, and the parties’ shirking of responsibility have also become the biggest concerns for consumers. At the same time, in order to truly protect consumers' rights and interests in the Three Guarantees and avoid all sorts of misunderstandings, there are still many details that need to be improved.

◎Review: According to a questionnaire survey conducted by the newspaper, 40% of consumers believe that “there are policies under the policy” and the “Car Three Guarantees Regulations” do not better protect the rights and interests of consumers. The real “three guarantees for cars” The time is still far away.

Key words

new energy

Explanation of Terms: New energy vehicles are not a new concept for a long time. Starting from the “Ten Cities in Thousand Cities” a few years ago, the state plans to start supporting policies for new energy vehicles. This year, China surpassed the United States as the world’s largest energy consumer, with 57% of its oil dependent on imports, of which nearly 60% was consumed by cars. The over-reliance on energy has risen to the issue of national strategic security. The haze that has erupted in many parts of the country has also aggravated the air quality problem in China. Therefore, it is more urgent for China to develop new energy vehicles.

At an imminent time, the state has issued two notices to promote the new energy automotive industry. On September 17, four ministries and commissions issued a joint document setting out specific subsidies and quotas for hybrid and pure electric cars and buses. The scope of subsidies has also been extended to the whole country. This subsidy policy stipulates that the proportion of the promotion of foreign brands is no less than 30%, local brand protection forces weakened. In order to encourage energy efficiency, the subsidy method is also changed from subsidy for battery capacity to cruising mileage. On the following November 26, the ministries and commissions officially approved the establishment of the first batch of new energy vehicle demonstration cities in 23 cities and five provinces.

The country has thrown bricks and it is time to come to the place to introduce jade. In Shenzhen, local companies BYD provided a subsidy equal to the amount of state subsidies, while other cities were ready to make their own promotion plans, and the scale of promotion within three years will exceed 300,000 vehicles. Once this window paper is cracked, the dawn of new energy industry will come.

â—ŽReview: At present, the country has not yet made specific regulations and proposed implementation plans for charging mode selection, charging technical standard formulation, and charging infrastructure construction. There is no standard new energy industry, just like the unification, quantity, and balance of the Qin State, unified standards. The mature new energy automobile business model will gradually form.

Key words

recall

Glossary: ​​This year's China's auto recall regulations have been upgraded from regulations to regulations, which have had an inestimable impact on the auto industry. The number of domestic and foreign car companies recalled this year is far more than the previous years, many multinational car companies in this year have launched the largest recall in history.

On January 1 of this year, the newly promulgated Regulations on the Management of Recall of Defective Automobile Products was formally implemented, and the new government’s deterrent power was greatly increased and penalties imposed. Prior to the “Regulations on the Management of Defective Vehicle Recall,” the maximum amount of punishment for the concealment of defects in automotive products or the non-implementation of recalls was only 30,000 yuan. This is a plague for most automobile manufacturers. Early punishment has been exerted. Less than a corresponding shock, the New Deal raised the amount to 1 million yuan. And if the circumstances are serious, production licenses can be revoked, which is a fatal blow for auto manufacturers.

Different from previous years, the number of car companies recalled this year has increased significantly, and there have been frequent cases of centralized recalls by several car companies within a week. Among them, the large-scale VW has recalled DSG dual-clutch gearbox failures. According to the information released by the AQSIQ on the recall of automobile products in the first three quarters of this year, from January to September this year, China implemented 97 recalls of automotive products, involving 2.694 million vehicles, an increase of 43 and 1.34 million vehicles respectively over the same period of last year. The year-on-year increase was 79.6% and 99.0% respectively.

â—ŽReview: When the regulations came out, the number of recalls doubled. It seems that even if the company claims stricter production and the quality is guaranteed, it will need to have laws and regulations to scare and manage it in order to make the interests of consumers more efficient. Guaranteed.

Key words

Leave

Explanation of terms: The so-called “moving from the tree to the dead, people moving”, 2013 can be described as the year of the turnover of car companies, including Mercedes-Benz, BMW, Guangzhou Automobile, Beijing Automotive and other dry luxury and independent brands, a total of about 60 vice president level above the occurrence Job changes. Among the many job changes, the BMW elite team collectively took away the most topical issues. This BMW-trained team is now located in competitive brands such as Mercedes-Benz, Infiniti, and Land Rover.

In May of this year, Dai Le took over as the general manager of Infiniti’s China Business Headquarters. Under the call of Dr. Dai Lei, the new general manager, after the original sales manager of BMW Brilliance West, He Kuo became the sales director of Infiniti, and the original MINI dealership development manager Wang Yuan served as the development director of Infiniti China dealership, in addition to the original BMW market in August. Liu Xu, senior manager of the company, joined Infiniti. With the addition of the original BMW elite, Dylan’s “love” of the past worked together to form a new management team for Infiniti China. In fact, employees from BMW arrive at Infiniti almost every month.

Compared with joint-venture brands, personnel changes in domestic self-owned brands this year are also very large. This year GAC Group also carried out a series of personnel adjustments. GAC Toyota, Guangzhou Automobile Honda, and GAC Mitsubishi's three major Chinese and foreign leaders replaced them.

◎Reviews: We always complain about the fierce domestic personnel system, how we can't train talents, and we can't retain talents. In fact, “everyone is as good as a courtier” is a matter of national borders.

Key words

Bus reform


Explanation of Terms: On November 25, 2013, the CPC Central Committee and the State Council announced the “Regulations of the Party and the Government to Implement the Waste of Waste and Waste”. The most noteworthy thing is that official vehicles adopt centralized government procurement, use domestically-made cars, and preferentially use new energy vehicles. Official car insurance, maintenance, refueling and other government procurement, reduce operating costs. Those that have been able to continue to use the updated years should continue to use them and must not update them in advance.

The bus, in the eyes of ordinary people, means privilege, but in the eyes of automakers, it is a scent. The bus procurement once made Audi and once buried the red flag. In the past two years, the proportion of self-owned brands has been added to the list of bus purchases. This measure has, to a certain extent, saved a lot of independent brands. Both in terms of sales volume and brand, they have pulled their own brands. However, after the new regulations came out, the bus reform went down, so that companies that originally purchased meals by bus must pay more attention to the market and pay more attention to consumers.

â—Ž Comment: The bus reform has also had a positive impact on automotive companies. For example, the regulations stipulate that domestic new energy vehicles should be given priority, and the government should actively guide consumption. This has given a boost to the new energy projects for domestic car companies that are waiting for release.

Key words

Shares

Explanation of Terms: This year, the automotive industry had a big event known as “Creating the first of its kind in China’s automotive capital operation” and “The perfect case of China’s auto capital operation”—“Beidaihe,” which means BAIC Group and Daimler cross each other. share. Therefore, the "shareholding" has become an indispensable keyword this year.

“Beidaihe” is a nickname of Beiqi’s internal cross-shareholding cooperation project between BAIC and Daimler. Specifically, Daimler will acquire 12% shares of Beijing Automobile Co., Ltd., a subsidiary of BAIC; BAIC and Daimler. Increase the stake in Beijing Benz and Beijing Benz sales companies. Among them, Beijing Automotive shares in the joint venture between the two companies - Beijing Benz will increase the stake to 51%; and Daimler shares in the joint venture sales service companies - Beijing Benz Sales Services Co., Ltd.'s shares will increase to 51%. This not only made Daimler the first company to share shares in domestic automakers, but also enabled Beijing Automotive to control Beijing Benz and achieved the merger of Beijing Automotive's financial statements with Beijing Benz and promoted the overall listing process.

However, this pioneering project suffered a lot of controversy because it was too new. The focus of the controversy is that if Daimler’s success in participating in the Beijing Auto Group’s shares is successful, its indirect shareholding in the joint venture company Beijing Benz will exceed 50%, breaking the “red line of foreign investment in China’s joint venture companies and holding no more than 50%”. . This led to the signing of the agreement between the two parties on February 1. It was not implemented until November 19.

“Beidaihe” set a precedent for domestic automobile enterprises. It was found that the form of joint venture was no longer limited to the 50:50 equity equivalency. The cooperation between partners could be deepened. So, there was news that Dongfeng Group wanted to enter shares in France’s PSA. Although the results have not yet been finalized, the news that Chinese car companies may invest in foreign multinational corporations is encouraging. I believe that in the future, "shareholdings" will also become an indispensable keyword every year.

â—ŽReviews: Whether it is the introduction of foreign investment or the acquisition of equity in foreign-funded enterprises, it can be seen that the domestic car companies are no longer merely market-changing recruits. The cooperation with foreign-funded enterprises is moving toward a deeper level.

Key words

Integration

Glossary: ​​At the beginning of this year, the Ministry of Industry and Information Technology, the Ministry of Finance, and the National Development and Reform Commission jointly issued the "Guidance Opinions on Accelerating the Promotion of Mergers and Acquisitions in Major Industries," and once again placed the automotive industry on the front line of mergers and acquisitions. The opinion clearly stated that "by 2015 The industry concentration rate of the top 10 vehicle manufacturers reached 90%, forming 3-5 large-scale automobile enterprise groups with core competitiveness. With the Ministry of Industry and Information Technology and other relevant departments planning the merger and reorganization of the automotive industry, in 2013 the domestic automobile industry continued to deepen mergers and acquisitions among car companies. This year, the number of major projects for mergers and reorganizations between car companies is not too small. In November, BAIC's acquisition of Changhe was a big news for mergers and acquisitions in the automotive industry.

In May of this year, Dongfeng Motor officially signed an agreement with the Fujian Provincial Government on the restructuring of Fuzhou. Dongfeng announced the acquisition of a 45% stake in Fuqi. This acquisition ended Fudan Automobile with Dongfeng, GAC and BAIC. Years of scandal, and Dongfeng, Guangzhou Automobile and Beijing Automotive, which represent the strengths of the Eastern, Southern, and Northern Motor Corporations, competed for Fuqi, which also indicated that the resources of high-quality car companies are still merged and reorganized by Da Automobile Group. The important goal.

On the other hand, with the reduction in the resources of high-quality car companies in the automotive industry, car companies such as Zhenjiang Automobile Manufacturing Plant, Tianjin Tianqi Meiya, etc., which had not previously been in-vehicle small car companies and some mergers and acquisitions were broken, became the targets of mergers and reorganizations of some car giants. In August, BAIC announced the acquisition of Zhenjiang Auto. By the end of the year, BAIC has announced that it will acquire 70% of Changhe and become its largest shareholder.

â—ŽReview: This year's auto industry mergers and acquisitions, both Dongfeng and Fuqi, the first marriage of the last resort, and Changhe Automobile's reunification of Changan Automobile and remarriage of Beiqi. Marriage this matter, in addition to looking at the number of gifts when the knot, it is more important how to manage the days of marriage.



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