Rebirth 99 to become a car giant.

Chapter 494: Major policy announcement, a new era is coming

The development of any industry is closely related to policies.

This is even more true in a special industry like the automobile industry.

Since the outbreak of the financial crisis last year, the development of China's automobile industry has been more or less affected, and the growth rate in the last quarter has obviously declined.

The situation in the first two months of the first quarter of this year is not so ideal.

Especially when it comes to export business, there has been a sharp decline.

Naturally, China has also seen this situation.

Relevant policies are also under intense discussion.

Today, it was finally officially announced.

Cao Yang looked at the computer handed over by Mi Ying and carefully read the contents on it.

"Automobile Industry Adjustment and Revitalization Plan"!

I had heard about this in January this year.

However, the official content has not been announced to the public.

In fact, since January this year, in order to ensure sustained and rapid economic growth, China has successively introduced regulations for the automobile industry, steel industry, equipment manufacturing industry, textile industry, shipbuilding industry, electronic information industry, light industry, petrochemical industry, non-ferrous metal industry, and logistics industry. Adjustment and revitalization plans for ten major industries.

In previous years, it would have definitely taken some time for this specific policy to be implemented.

But this year it is much faster.

Cao Yang quickly looked at the specific content of this plan.

"Insist on expanding domestic demand and focus on combining fiscal and tax policy incentives with the improvement of the consumption environment. We must not only take fiscal incentives based on the current situation to expand domestic automobile market demand and ensure economic growth, but also take a long-term view, improve consumption policies, and cultivate the consumer market."

"Adhere to structural adjustment, focus on combining the role of the market with strengthening government guidance. Use market mechanisms and macro-control means to promote corporate mergers and reorganizations, integrate factor resources, increase industrial concentration, and optimize and upgrade the organizational structure of the automobile industry."

"Adhere to independent innovation and focus on combining the transformation of traditional products with the promotion of new energy vehicles. Strengthen technological transformation, improve research and development levels, accelerate product upgrading and structural adjustment, focus on cultivating independent brands, and actively develop energy-saving and environmentally friendly new energy vehicles."

"..."

While Cao Yang was quickly browsing the above content, Mi Ying also promptly emphasized the key points of this policy and said: "Mr. Cao, in this policy, there are several possible goals that are closely related to us. "

"The market share of passenger cars with a displacement of less than 1.5 liters has reached more than 40%, and the market share of small-displacement cars with a displacement of less than 1.0 liters has reached more than 15%."

"This should have an impact on the development of Nanshan engines and Nanshan transmissions. In particular, the CVT just launched by Nanshan Transmission can exactly meet the needs of this part."

"In addition, establish a complete automobile consumption policy and regulatory framework system, a scientific and reasonable automobile tax and fee system, a modern automobile service system and an intelligent transportation management system, and establish an electric vehicle infrastructure supporting system to provide guarantee for the stable development of the automobile market."

"This one should be closely related to the development of our intelligent network connection center and Nanshan Battery."

"In particular, this policy emphasizes the need to achieve scale in the production and sales of electric vehicles."

"By transforming existing production capacity, we will create a production capacity of 50 pure electric, plug-in hybrid and ordinary hybrid new energy vehicles. Sales of new energy vehicles will account for about 5% of total passenger car sales."

"Major passenger car manufacturers should have certified new energy vehicle products."

"This means that China's attitude towards new energy vehicles has changed very significantly."

"Combined with another notice issued at the same time, the intention to support the development of new energy has been very obvious."

Mi Ying said while switching the interface to another web page.

"Notice on Carrying out Pilot Work on Demonstration and Promotion of Energy-saving and New Energy Vehicles"!

"In accordance with the spirit of the Government Affairs Council's strategic decision-making on 'energy conservation and emission reduction', 'strengthening fuel and electricity conservation' and 'strengthening breakthroughs in important key technologies that restrict industrial transformation and upgrading, and carefully cultivating a number of strategic industries', in order to expand automobile consumption and accelerate automobile Adjust the industrial structure and promote the industrialization of energy-saving and new energy vehicles..."

"Use fiscal policies to encourage the first promotion of the use of energy-saving and new energy vehicles in public service areas such as public transportation, rentals, public services, sanitation and postal services, and provide subsidies to the units that promote the use of energy-saving and new energy vehicles."

“Among them, the central government will focus on providing subsidies for the purchase of energy-saving and new energy vehicles, and the local government will focus on providing subsidies for the construction and maintenance of related supporting facilities.”

"In order to strengthen the management of fiscal funds and improve the efficiency of fund use, we have formulated the "Interim Measures for the Management of Financial Subsidy Funds for the Demonstration and Promotion of Energy-saving and New Energy Vehicles"..."

After reading the notice quickly, Cao Yang breathed a sigh of relief.

These two major policies are finally here!

A new era for China's automobile industry is coming!

Although historically, the new energy vehicle market will be in chaos in the next few years, with all kinds of monsters and monsters appearing to defraud financial subsidies, the real combat effectiveness was not formed in these years.

However, it is undeniable that this period gave birth to many core enterprises in China's new energy industry.

Whether it is King Ning of later generations or other battery and motor manufacturers, they all began to develop during this period.

Now that we have Nanshan Group, Nanshan Battery, and Nanshan Auto Parts, the situation in the next few years will definitely be very different.

A new era is really coming.

"Mr. Cao, the long-awaited new energy encouragement policy has finally been launched this time."

"Nowadays, the national subsidy policy and the subsidy policy in Yangcheng City have been released. It is estimated that the subsidy policy in Lingnan Province will be released soon."

"At that time, our Nanshan battery should usher in a rapid development."

"At the same time, the sales of our hybrid transmissions are expected to rise rapidly,"

Ji Hua had just listened to Mi Ying's report, so he could naturally realize what impact this policy would have.

"That's true. Inform the main leaders of the group and hold a meeting in three days."

"Before the meeting, each department carefully considered the impact of this policy on our company."

Although China introduces many policies every year, some policies are meaningless, but some policies have far-reaching impacts.

This time, the situation obviously belongs to the latter.

Therefore, Cao Yang is going to have a good discussion within Nanshan Group to determine the next development direction.

Similarly, other companies will naturally make moves after seeing this policy.

There is currently a heated discussion going on within BYD.

"Mr. Wang, you are indeed far-sighted and have predicted China's support for the new energy industry before the policy was announced."

"Now we, BYD, are definitely at the forefront of the industry and can enjoy this policy dividend to the greatest extent."

"According to the current subsidy standards, if the standards in Lingnan Province and Yangcheng City are the same, then the production of new energy vehicles will probably not be a loss-making business."

"Especially for electric buses, I think it is worth vigorously promoting."

"At the same time, electric cars are worth starting to study, and there may be a good market in the future."

"In particular, the policy emphasizes that we hope to form a new energy vehicle market of 50 vehicles per year. This is definitely a blue ocean and worthy of everyone's efforts."

Lu Faxiang is in charge of BYD batteries and is in a very good mood now.

In the past, BYD was still struggling internally with the question of whether to expand production at its battery factory.

Now it seems that there is no need to be particularly entangled.

We can boldly expand production.

In the future, as the volume of new energy vehicles slowly improves, the entire industry chain will undergo considerable changes.

This is definitely a good thing for Lu Faxiang.

“The specific details of this policy are indeed being promulgated faster than I thought.”

"This time, 13 pilot cities have been selected, including two in Lingnan Province."

"It will definitely have a huge impact on the new energy industry in Lingnan Province."

"I estimate that many companies will begin to incorporate the content of this policy and begin to layout the new energy vehicle market."

"However, while we are excited, we must still see the problems faced by the development of new energy vehicles."

"Such as charging issues, battery life issues, and battery energy fading issues and other issues."

"Until these issues are finally resolved, it is estimated that the development of new energy vehicles will not be smooth sailing."

Wang Fu didn't get carried away with excitement.

With policy support, the situation has improved.

But the future may not be so bright.

At least in this development process, you may encounter various problems.

"If we just promote electric buses first, then these problems are actually not big problems."

"The promotion of electric vehicles in the future will require the joint efforts of the entire society. It may not be possible to do it by the automobile industry alone."

"For example, the installation of charging piles may require cooperation from the power grid."

"Then the attitude of giants such as PetroChina and Sinopec also needs to be considered."

"If we can bring them into the development track of new energy vehicles, then the resistance may be much smaller."

When Lu Faxiang said this, Wang Fu couldn't help but nodded.

This idea is still very broad.

I actually want to consider bringing companies like Sinopec and PetroChina, which are obviously in conflict with the development of new energy vehicles, into the same track.

I just don’t know how to implement it and whether the other party will buy it.

"After this policy is announced, the car companies in the pilot cities should be the fastest to take action. If you arrange people to keep an eye on the movements of these cities, we can also understand the development trends of the industry in a timely manner."

"So as not to work behind closed doors every day and not be able to figure out the development of our opponents."

Wang Fu gave his instructions.

Although he firmly believes that the future of new energy vehicles is bright.

But there is still confusion about how the road will develop.

After all, it’s only 2009.

The same conversation is also going on in Guoxuan Hi-Tech.

"Mr. Li, Ankai Bus is now very motivated."

"It seems that the "Interim Measures for the Management of Financial Subsidy Funds for Demonstration and Promotion of Energy-saving and New Energy Vehicles" were announced at the right time."

"Taking this opportunity, I think we can quickly install our lithium iron phosphate batteries on various passenger cars and buses. We won't have to worry about running out of orders in the next three years."

As the director of the technical center, Shi Junhui normally does not need to consider orders.

This is what the sales department needs to work on.

However, without orders, technology upgrading becomes difficult.

The company can't just spend money on research and development every day, right?

The production cost of a battery pack is still very high.

If you rely entirely on the company's own funds for research and development, it will be okay in the early stages, but it will be very stressful later on.

"Other customers such as Yutong and King Long Bus must also find ways to let them use our lithium iron phosphate batteries."

“In the beginning, there was no problem even if we sold at a loss.”

<divclass="contentadv">"After all, after several levels of subsidies, even if you lose money, you won't lose much."

"After we get orders from some customers, we can slowly control costs so that our selling prices can cover the costs."

“As for making money, I don’t think we need to think about it in the short term.”

"If our battery quotation is uncompetitive because of the profit target setting, the loss will be more troublesome than losing money."

Li Zhen is still very courageous.

When the real estate industry was booming, he switched to lithium iron phosphate batteries.

Now that real estate has stalled, many people around him think he is very discerning.

Of course, if he knew that real estate would still be very popular in the future, I don’t know if he would regret it.

“I think so too. It’s best to iterate the technology as soon as possible so that we can catch up with the level of Nanshan Batteries.”

"In this way, our Guoxuan Hi-Tech can gain recognition from more customers, and we can even consider looking for partners overseas."

Shi Junhui also fully recognized Li Zhen's plan.

When starting a high-tech enterprise, don't focus on making money every day.

This field is somewhat similar to the Internet industry.

In the beginning, it was a money-burning stage and it was difficult to make money.

Only when the scale becomes larger can you start thinking about making money.

"Is there any way we can dig some technicians from Nanshan Battery?"

"The technical level of their lithium iron phosphate batteries and ternary lithium batteries is so high. If we can learn a little bit of their technology, we should be able to avoid a lot of detours."

Li Zhen is not a person with a technical background, but he still attaches great importance to technology.

But he takes it seriously, and he also knows that it is still very difficult to simply invest money in research and development on his own.

The most important thing is that he is worried that this will affect the development speed of Guoxuan Hi-Tech.

"It's a bit difficult. Nanshan Group's treatment is notoriously good, and ordinary domestic companies can't compare with them."

"The most important thing is that the employee loyalty of Nanshan Group has always been relatively high."

"If we want to poach people, especially core technical personnel, it may be very difficult."

"However, it's not impossible to give it a try."

"If someone happens to want to come back home to develop, then maybe the opportunity will come."

Shi Junhui thought for a while and gave his own reply.

There are a lot of people poached, and I guess they won’t be able to offer the terms.

But if you dig three or five people, it's still possible.

At that time, through the technical directions disclosed by these people, Guoxuan Hi-Tech may be able to save a lot of time.

"Then let's try it first."

“We must implement multiple plans together to take advantage of this wave of policy dividends.”

Li Zhen felt that the opportunity he had been waiting for for several years had finally arrived.

This is the best of times.

Likewise, some people feel that a new era has arrived.

"Mr. Zeng, the company's board of directors does not agree with us focusing our research and development on power batteries, but I think the development opportunities for power batteries have arrived."

Ni Xingsheng is Zeng Yuqin’s important assistant and the head of the newly established power battery department within ATL.

Originally, they vaguely felt that the era of new energy vehicles was coming, so they began to research power batteries.

The release of the two policies today has completely strengthened their confidence in developing power batteries.

ATL is a wholly-owned independent operating company under Japan's TDK Group and is the world's number one polymer lithium battery supplier.

They are also Apple's largest battery supplier.

For them, the consumer electronics market is the most important market.

Other markets are fraught with risk.

Therefore, even though the power battery division was established last year, TDK is not willing to allocate too many personnel to engage in power battery research and development.

The prospects for the development of new energy vehicles were not particularly bright before, so Zeng Yuqin and the others were not particularly anxious.

However, two policy documents were announced today: the "Automotive Industry Adjustment and Revitalization Plan" and the "Notice on Carrying out Pilot Work on the Demonstration and Promotion of Energy-saving and New Energy Vehicles".

The situation is naturally different.

Other manufacturers are aware of the opportunities for new energy vehicles, and Zeng Yuqin and Ni Xingsheng are no exception.

"Lao Ni, if we start a second business again, do you think there is still a chance of success?"

Since power batteries cannot be taken seriously in ATL, a new company will be established independently.

Zeng Yuqin believes that the future of power batteries must be very worth looking forward to.

The battery used in one car is equivalent to the batteries in hundreds or thousands of mobile phones.

If all the cars in the world become electric vehicles, or even [-]% of the cars become electric vehicles, this market will be huge.

Let alone a market value of 100 billion, he believes that if he can become the leader in the battery industry in the future, a market value of 10000 trillion is possible.

This is much larger than ATL's imagination.

"Mr. Zeng, wherever you go, I will follow you."

"Although there are many power battery companies now, most of them are not very powerful."

"That is to say, BYD Battery and Nanshan Battery are a little bit different, but the battery business is only part of their group's business."

"I think it is very promising to separate the power battery business unit from ATL and establish a separate company to specialize in the power battery business in the future."

Ni Xingsheng gave his answer very definitely.

He is Zeng Yuqin's college classmate, and he started a business with the old man.

For his classmate, he knew exactly what the ability level looked like.

Obviously, this is a person worth following.

Otherwise, purely from the perspective of financial freedom, there is no need for them to bother.

They are now considered financially free.

But the meaning of life is completely different for different people.

Some people work hard for food and clothing throughout their lives.

Some people spend their entire lives hoping to achieve financial freedom.

But there are also some people who are really moving forward for their dreams.

Obviously, Zeng Yuqin and Ni Xingsheng are people who are moving forward towards their dreams.

They are now starting a business again, unlike some people who have just graduated from college and know nothing.

Have technology, understand the market, and understand management.

When starting a business again, it’s a little difficult to fail.

The only uncertainty is how successful the new company will be!

"Since you also think this matter can be done, then we shouldn't hesitate."

"I'll talk to a few other people later and then we'll get started."

“I’ve even thought of the name of the new company, it’s called CATL.”

"When the time comes, we will work together to make CATL the world's largest power battery manufacturer, so that domestic and foreign customers will be proud to have used our power batteries."

When Zeng Yuqin wanted to start a business, he naturally didn't do it just for the sake of making small fuss.

Otherwise, what are you doing all the fussing about?

"Over at TDK, if we want to take away a group of people, will they let them go?"

Ni Xingsheng mentioned something he was worried about.

"This is very simple. The new company will also reserve a certain amount of shares for TDK, which is like making ATL's power battery division independent. This way the opposition will not be so loud."

"It happened that we needed to consume a lot of funds when we first started, so it was a good thing to have TDK help us invest together."

"When the company has suffered losses for several consecutive years, the people at TDK will definitely not be able to bear it, and they will probably take the initiative to withdraw their shares."

"If we take advantage of the situation and acquire the shares held by TDK, the company will be back in our hands again."

"By that time, our technology should have been accumulated to a certain extent, and we can consider starting to exert our efforts."

Zeng Yuqin was thinking very far-term.

Others take one step at a time, but he takes three steps at a time.

Even before the company was formally established, TDK had already anticipated TDK's reaction and had taken it into account.

The most important thing is that in the end, TDK may not only not be angry, but also thank others.

That scene is kind of interesting when you think about it.

"If that's the case, then it's best."

"I will also communicate with the core backbone of the business department, and I should be sure to bring them out."

Ni Xingsheng breathed a sigh of relief.

The boss has everything arranged, so he has much less to worry about.

The most important thing is that through this dialogue, he felt the future of CATL.

The success rate of this business venture is very high.

Maybe your life will make a leap.