Now, it's Anhui's turn to sit on the gambling table and gamble for the next decade, and go to the next battlefield with Wei Lai and Volkswagen. Known as "the best venture capital institution" and "Las Vegas", Hefei has become the center of the whirlpool.
"There are many hidden worries"
Someone once commented on Hefei's embarrassing position: "eastward, you can't enter the eastern coastal open areas; Going west, we cannot squeeze into the strategy of developing the western region. " In fact, even in the strategy of the rise of Central China, Hefei has to face the attack of Wuhan and Nanjing and become a veritable "Central Subsidence Area".
Fortunately, Hefei has never lacked the courage to cross the rubicon, and its precise and vicious investment vision has turned this once "the largest county in China" into a "new first-tier city" in just over ten years, attracting worldwide attention.
There is an intuitive contrast in Zhihu: the fastest growing city in China is Shenzhen, and the GDP of Shenzhen rose from 65.438+0.995 to 2006, from 84.2 billion yuan to 586.5438 billion yuan; In the same time span, Hefei increased from 85.4 billion yuan in 2005 to 627.4 billion yuan in 20 16. In 20 19, Hefei's GDP has grown to 940.94 billion yuan, just one step away from the "trillion club".
However, a huge emerging city, behind numerous praises, often has great development pressure. After years of hard work, the ever-changing pattern of the times reflects layers of hidden worries. This means that if Hefei wants to make itself a "front wave", it needs more powerful dynamic potential energy.
Twenty years ago, the industrial transfer in the developed coastal areas gave Hefei the first opportunity to transform, and Haier, Midea, Gree and other head brands followed suit. In the past ten years, the prosperity of home appliance industry brought Hefei the first 100 billion industry, which was nearly four times the size of Wuhan's home appliance industry at that time. Hefei, an "industrial city", has become the largest home appliance production base in China.
However, the times have already changed unconsciously. Nowadays, the home appliance industry is in full swing in the fierce stock market competition, and the endless price war makes the profits of the industry constantly diluted and differentiated. The consumer market is blocked, the risk of industrial chain turmoil is intensified, and the breakthrough of product differentiation is stagnant ... The exhausted home appliance market is experiencing a baptism of life and death. For more than two years, Gree's share price has been hovering around 300 billion yuan. The stagflation of revenue and the decline of profits have become the most realistic portrayal of Hefei's home appliance industry entering the bottleneck period of development.
12 years ago, Hefu gambled the development of the whole city into a "seriously injured" BOE, hoping to fight for a tomorrow with one-third of the city's fiscal revenue. Almost all of Hefei is on the right track, with an output value of over 100 billion yuan, more than 65,438+million employees and more than 70 supporting enterprises. After the home appliance industry, BOE has supported a new round of economic growth in Hefei.
However, BOE had to be imprisoned in the performance cage after defeating Japan and South Korea in the panel industry at a low price. BOE disclosed in the 20 19 financial report that the net profit dropped by more than 40% when the revenue exceeded 1000 billion for the first time, with an increase of nearly 20%. In other words, BOE, which has strong technical strength, is still stumbling in the capital market.
"We must strengthen the image management of enterprises in the capital market, not giants in industry and technology, but giants in the capital market." ? Chen Yanshun, chairman of BOE, is also constantly rethinking himself.
Moreover, with the support of mobile phone manufacturers such as Huawei, the shipment of AMOLED smart phone panels in BOE 20 19 was180,000 pieces, up 343.9% year-on-year, ranking second in the world. However, compared with Samsung, BOE's shipments are not less than 5%, and the gap is self-evident.
As Huawei's mobile phone business enters a product recession due to the situation between China and the United States, the impact on BOE panel business will flood in. Hefei, located in the industrial center, will undoubtedly face the crisis of the industry and seek a solution.
The answer given by Hefei points to the surging new energy industry. In this way, Hefei's "gamble" of joining the new energy industry has a deeper significance of industrial clusters. On the one hand, it is to cater to the national development strategy of new energy vehicles, improve the industrial layout of new energy vehicles, and enhance Hefei's innovation and leading position in the national and even global automobile field.
On the other hand, it is to promote the development of new energy automobile industries such as batteries, motors, electronic control, electronic buildings, and intelligent networked vehicles, and realize the same frequency vibration with strategic innovation industries such as Hefei's original integrated circuits, new displays, artificial intelligence, and new materials, and build an industrial closed loop to achieve win-win cooperation and solve all kinds of hidden dangers in the original industrial chain to the greatest extent.
Change "dark war"
However, when we look back at broken walls in Jiangxi, Jiangsu and other places, we can't help asking, can the "ever-victorious general" at the gambling table win this time?
After several thrilling games, it seems that people are generally optimistic about this round of industrial transformation in Hefei. After all, compared with Bojun and Lindsay, Weilai and Volkswagen are obviously much more reliable. But since gambling is likely to lose, at this moment, it is better to calm down and think carefully about the difficulties it may encounter in the lengthy analysis of the grand occasion after the successful transformation.
It is undeniable that the achievements of Anhui automobile industry represented by JAC and Chery in recent years are not ideal. In 20 19, the automobile output in Anhui province was 776,000, accounting for only 3.6% of the whole country. This means that in the new energy battlefield surrounded by strong enemies, the weakening local brands have not created enough market awareness, and the brand and technical wealth accumulated by decades of automobile industry development is likely to be burned in the narrow door of the next era.
The entry of Volkswagen seems to revitalize the traditional automobile manufacturing. However, due to the weakness of Jianghuai itself, the dominant position of new energy development is firmly controlled by the Germans. At present, Sihao's future is uncertain, and the introduction of new public energy into China is still slow.
Even in the future cooperation, Volkswagen can improve technology and manufacturing, and will further divide the market from the aspects of supply chain system and vehicle share. Jianghuai and Guo Xuan Hi-Tech may further become vassals of the powerful Volkswagen Group and become a part of the development of independent brands.
Where's Wei Lai with a low posture? Although the financial report in the second quarter of 2020 showed that the sales volume of automobiles in a single season exceeded 654.38+00000 for the first time, and the gross profit was 365.4380+03 million yuan for the first time, it was still at a loss, and the operating loss reached 654.38+065.438+07 million yuan.
In the medium and long term, Weilai's urgent problem is still to rapidly expand the sales base, achieve scale effect, and then achieve profitability. However, in the face of the siege of Tesla and Tucki, the difficulty can be imagined. Moreover, the differentiated service system that Weilai has always adhered to will encounter more arduous operational pressure after the user scale increases. How to achieve service has also become the key to whether Weilai can drive the development of new energy in Anhui.
In addition, in the new energy industry chain, although there are Guo Xuan Hi-Tech, Hua Ting Power Supply, Anhui Ligao, Hefei Xingyuan and other power battery-related enterprises in Hefei, all of them have lithium battery layout, which fails to achieve their core advantages, especially the emerging industries such as fuel cell vehicles, clean energy vehicles and intelligent networked electric vehicles that affect the future industrial development direction and pattern are still insufficient.
In the construction of talent system, the large-scale layout of home appliance industry chain, semiconductor industry chain and new energy industry chain has enabled Hefei to incite economic leverage, but it has not aroused people's hearts. Over the years, Hefei has still failed to build a perfect and competitive talent introduction mechanism.
Judging from the achievements of introducing talents, in 20 19 years, Hefei's permanent population increased by102,000. Compared with the competitors of Hangzhou with 554,000, Shenzhen with 4122,000 and Guangzhou with 40150,000, the city's attraction is obviously a long way to go.
In April this year, Hefei issued the "Promotion Plan for the Key Work of Promoting Higher Quality Integrated Development in the Yangtze River Delta Region", with the goal that "by 2025, Hefei will achieve remarkable results in integrating into the Yangtze River Delta, and the gap between its main economic indicators and major cities such as Shanghai, Nanjing and Hangzhou in the Yangtze River Delta will be further narrowed." Becoming a sub-center of the Yangtze River Delta has always been an ardent expectation in the development of Hefei. This time, success or failure may depend on this turning point.
This article is taken from the cover story of the August issue of Automobile Commune magazine.
Text/Chao Luo
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