Yao Yao: New Energy Vehicle Industrial Chain Enterprise Grabbing Shanghai Office Market

Zhongxin Jingwei September 13th.

Author Yao Yaozhong's Director of the Research Department of China District China

In recent years, many companies in the entire industrial chain of New Energy Vehicles have begun to accelerate the layout of the Shanghai office building and the industrial park market.

In the "Shanghai Municipality Accelerating the Development and Implementation of the New Energy Vehicle Industry (2021-2025)", Shanghai clarified the goal of "building a highland with global influence new energy vehicles". The target was in 2025, the annual output of Shanghai New Energy Vehicle exceeded 1.2 million vehicles, and the output value exceeded 350 billion yuan.

At the beginning of September, Shanghai released the "Implementation Plan for the Innovation and Development of Smart Connected Automobiles in Shanghai" to refine the industrial space layout. The functions of industrial gathering places such as Lingang and Jiading will further improve. New energy vehicles have entered a new pattern in Shanghai. Further increased the new motivation for the new energy vehicle industry chain to grab the beach.

China New Energy Vehicle Industry Global Leading

New energy vehicles are one of the key industries in China's strategic emerging industries; its vigorous development not only promotes the optimization and upgrading of the manufacturing structure, but also a strategic measure for China to achieve the "double carbon" goal. After many years of development, China's new energy vehicle industry has achieved great achievements, and has bred a number of world -renowned automobile brands.

In the first half of 2022, BYD's global sales surpassed Tesla, becoming the first global sales volume. Among the top 20 new energy vehicle companies in the world, Chinese brands occupy half of the country. In addition, the sales of the Chinese market have ranked first in the world for many years. Data from Clean Technica show that in 2021, global new energy vehicles sales were close to 6.81 million, and China's new energy vehicle sales exceeded 3.5 million units, accounting for more than 50%of the global market share.

In the context of the transformation of industrial structure and the green development of "double carbon", the development of China's new energy vehicle industry has entered the "fast lane" and injecting long -term momentum into economic development is an important force to lead the transformation of the world's automobile industry.

Shanghai played a pivotal role in the development of China's new energy vehicle industry.

As the capital of new energy vehicles, in the development trend of "research, production, and sales" in all aspects, the industry's "low carbonization" and "intelligent" development trend has attracted the entire industrial chain of the new energy vehicle When you go to the vehicle to develop, from the vehicle chip to the intelligent driving, many companies in the industry have settled in Shanghai.

"R & D highland and head market", attracting car companies to gather in Shanghai

Shanghai has generous R & D resources and strength. Relying on its integrated circuit and artificial intelligence, it has brought together many talents in the industry. Combined with application scenarios such as new energy vehicle vehicle systems and smart driving, many parts companies, AI intelligent technology companies, and vehicle brand research and development institutions have been selected to enter Shanghai in order to innovate breakthroughs.

The leasing needs of many related enterprises in Shanghai Industrial Park have been carried out in the Shanghai Industrial Park. Taking the vehicle brands as an example, many new energy vehicle companies choose the independent projects in the industrial parks such as Caohejing and Zhangjiang as their headquarters and R & D centers. The foundation foundation of Zhangjiang Integrated Circuit semiconductor has become one of the preferred places for vehicle chips and car manufacturing brands; the Golden Bridge sector has attracted many new forces brands and smart technology companies with the advantages of its traditional manufacturing industry.

In addition, the huge annual output of Shanghai has driven upstream and downstream companies in the new energy vehicle industry to deploy in the transportation hub area.

In 2021, the output value of Shanghai New Energy Vehicles exceeded 160 billion yuan and the output reached 632,000, ranking first in the country. The echelon of Shanghai New Energy Vehicle Brand is complete, and its internal and foreign investment goes hand in hand. Even during the epidemic, Tesla still pushed the second factories in Shanghai according to the original plan to further enhance production capacity.

Traditional auto manufacturers such as SAICE were deeply cultivated in Shanghai and promoted the optimization and upgrading of the industrial structure. With the role of the Yangtze River Delta hub cities, industrial upstream and downstream companies have deployed Shanghai, from parts to the entire vehicle, helping Shanghai to become an important city of new energy vehicles in the world.

In the study, we found that some of the convenient office sectors in Shanghai have gradually attracted the attention of the entire industrial chain company of the new energy vehicle, such as the front beach, the rear beach section near the Shanghai Lingang factory area, and the Shanghai Hongqiao Transportation Hub and the Linking Air Plate. The office properties near the transportation hub have attracted the leases of many components companies and vehicle systems.

In addition, Shanghai's local active terminal demand continues to promote the development of the Shanghai new energy vehicle market. In 2021, Shanghai topped the list of cities across the country with a total annual sales of over 240,000, and ranked first in the country with 620,000 vehicles. Even in the first half of 2022, due to the impact of the epidemic, Shanghai New Energy Vehicles cumulative sales were still leading the country. The huge market demand for sales has helped car companies to complete the closed -loop of the industry in Shanghai. At the same time, many foreign auto manufacturers have set up design, R & D and exhibition centers in Shanghai to further expand the layout of the Chinese market.

Some foreign car brands choose to expand their business in the Shanghai Central Business District; the industrial positioning of Xuhui Binjiang artificial intelligence in the non -central business district and the lease opportunities for unique office office provides autonomous space and products for domestic and foreign new energy vehicle brand companies The best place for display. (Zhongxin Jingwei APP)

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