Every hot comment | China does not lack new car brands cross -border players to build cars to find accurate positioning

Recently, Xu Zhijun, the chairman of Huawei's rotating chairman, said at the Chongqing Auto Show: "The automotive industry is the world's largest industry, so Huawei has been paying attention to the development of the automotive field since 2012 and conducted relevant technical research. In the process, I basically basically Visit the chairman and general manager of all Chinese car companies. We are looking for Huawei and what Huawei will do in the future. "

Xu Zhijun said that after a round of visits, Huawei concluded that China did not lack the Huawei brand's cars, but lacked car component suppliers with real core technology. It is based on this conclusion that although Huawei announced that it has entered the car track, it has repeatedly emphasized that he does not "build a car".

Right now, there are many cross -border car manufacturing players in China, and there are many positioning. From the previous real estate, home e -commerce companies to mobile phone manufacturers Xiaomi, Apple, and to Internet factory Baidu, the car track has become lively.

However, the author believes that China does not lack new brands of cars, let alone cross -border players to enter the car from scratch.

First of all, there are many domestic car brands, and there are about 150 according to incomplete statistics. After years of development, the domestic automobile manufacturing process has matured, and the production capacity of the entire automotive industry is also excessive. According to data from the Federation of Federation, as of the end of 2021, the nationwide passenger car production capacity was 40.89 million, and the capacity utilization rate was only 52.47%. Moreover, 10.46 million enterprises with production qualifications will be completed and put into operation one after another. Against such a background, re -establishment factories to produce new products are undoubtedly a waste of resources.

Secondly, from the perspective of risk, the car building requires a long period of investment, which is inseparable from the investment of a lot of real gold and silver. It is even more obstructive and long. For cross -border players, entering the role of parts and software providers can not only use the asset investment to light up, but also avoid forming a positive competition with experienced car companies. It is worth mentioning that the demand for smart parts such as cars and sensors has surged in recent years. Public data shows that by 2030, the cost of automotive electronic components will account for more than half of the total cost of automobile manufacturing. Therefore, cross -border players are not only easy to avoid risks, but also achieve better benefits.

Right now, the automotive industry is at key nodes for restructuring and transformation, and technologies such as information and communication, sensing, big data, and intelligence are indispensable. Many cross -border car manufacturing players have advantages in these fields themselves, which have many spaces that can collide and integrate applications in the field of smart electric vehicles. With the acceleration of software definition of automotive changes, intelligent solutions will occupy higher value in the automotive sector, and the value of production will face the risk of gradually becoming lower. Therefore, the author believes that cross -border car manufacturing players need to use the advantages of resources, avoid strengths and avoid weaknesses, and go deep into the field of their own good. This is more conducive to the advancement of the car manufacturing strategy.

In summary, under the new opportunities in the automotive industry, cross -border car -building players entering the game are a good thing for the industry. However, it is not so easy to integrate into the car circle in a short time. Cross -border car -making players need to find their own positioning. The author believes that at the moment, cross -border car manufacturers first try to make the core ring on the car supply chain is a wise choice. With the reconstruction and development of the automotive industry, cross -border car manufacturing players can deeply participate in the state of "attack and attack, retreat and retreat", and it is not too late to consider the whole car when it is found to be a good foundation.

Daily Economic News

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