Resource integration and alliance into a trend, new energy enters the "team war era"

  On June 8th, SAIC Power Battery Co., Ltd. and SAIC Power Battery System Co., Ltd., jointly established by SAIC and Ningde Times, officially completed the registration, which opened the prelude of industry integration. SAIC and Ningde Times, Jianghuai Automobile and Volkswagen, Beijing Auto and Daimler... There are indications that no company can afford the closed new energy industry chain alone.

At present, the new energy automobile industry is in the stage of growth and the market size is limited. In 2017, subsidies have been subsided and policies have become stricter. On the one hand, in order to reduce investment risks and deal with severe market competition, on the other hand, the current cost of new energy vehicles and batteries is high. In order to effectively reduce the cost of supply chain, many enterprises have started in the industry. Resource integration and alliance operations in the chain.

Resource integration and alliance into a trend, new energy enters the "team war era"

New energy vehicles have entered the "team war era" from the era of "single fight alone".

When companies are robbing orders and markets, they will no longer face single or several competitors in the same industry, but the entire strategic alliance behind them. Therefore, the competition in the field of new energy vehicles will become more intense and cruel in the future, and the survival situation of small enterprises and “residual soldiers” will be more severe.

At present, there are four major models for resource integration in the new energy automobile industry chain: deep cooperation between vehicle manufacturers and battery companies; battery companies and vehicle companies to extend electric vehicle operation services to terminals; upstream and downstream enterprises to establish industrial alliances; Enterprises do the extension of the entire industry chain.

As a pioneer in the daring to eat crabs, Waterma took the lead in practicing the development model of the industry alliance in 2013. At that time, Waterma united several upstream parts suppliers and announced the establishment of the Waterma Innovation Alliance. This can be said to be the first “husband” organization in China with members of new energy auto parts suppliers.

China Waterma New Energy Automobile Industry Innovation Alliance was formally established

The Innovation Alliance is equivalent to a cluster of new energy vehicle chains. More than 1,000 companies in the entire alliance cover every link of the new energy vehicle industry chain, from upstream materials, core components to automobile operations and automobile finance. The cooperation mechanism of the industrial chain can effectively integrate the industry resources and use the industrial agglomeration effect to form competitiveness, and realize the march from the component suppliers to the terminal market.

“Allied companies are suppliers of spare parts for new energy vehicles such as batteries, motors, and electronic controls. Individual suppliers are always in a weak position in the game with OEMs. Parts supply in many industrial chains. Business enterprises, it is very difficult to live." Li Yao, chairman of the Innovation Alliance and chairman of the Waterma Group, believes that in the era of electric vehicles , component suppliers should become the protagonists. Taking the battery as an example, the battery life and charging speed of the electric vehicle directly affect the driving experience and sales promotion of the vehicle, and the battery manufacturer knows more about the electric vehicle than the OEM. Suppliers of core components such as batteries, motors, and electronic controls are combined to provide complete vehicle production solutions that are more competitive.

The whole industry chain aggregation effect creates a cost-effective product

The alliance strategy of the industry alliance brings a large market and competitive advantage to the company of the company and the alliance. It not only breaks the promotion problem of pure electric vehicles such as high acquisition cost, difficult charging and short cruising range, but also improves the product. Cost-effective, let users get a better experience. Yan Dexian, the vice chairman of the Waterma Group, said that through the coordination between the alliances, the cost can be reduced by about 15%.

The Waterma Innovation Alliance adopts a government-enterprise cooperation model that establishes “6 major parks and +1 large centers” on a provincial basis, and creates an energy-saving and environmentally-friendly industrial ecosystem in each province. At the market operation level, the operating companies of the alliance act as the main body of promotion and operation, assisting the local government to formulate a five-year promotion and application plan for new energy vehicles, and provide effective and effective overall solutions in combination with local market demand and financial needs. In the next five years, 30% of the traditional car ownership in the contracted city will be replaced.

"The alliance is a technology collaboration platform. On this platform, the alliance enterprises will make technical breakthroughs against the market demand, and provide overall solutions in various aspects such as fast charging, lightweight, and dynamic performance." Li Yao said.

"With the launch of the Waterma Innovation Alliance R&D headquarters, nearly 1,000 key enterprises in the new energy automobile industry will gather in Shenzhen, and it is expected to boost the output value of 500 billion yuan in the future," said Li Yao, chairman of the Waterma Innovation Alliance. In the future, the Innovation Alliance will use the technology-driven, platform-driven, innovation-driven and market-driven four-wheel drive strategy to create a combination of punches, so as to fully play the role of marketization and promote the rapid promotion and industrial health of new energy vehicles without relying on subsidies. development of.