New Energy Automobile City has risen, and the next round of layout or aiming in the two major directions of the industry

The rapid development of the new energy vehicle industry has become a new growth point of the urban economy, and it is also a big eye -catching "highlight" of this year's economy.

The rapid development of the industry is also being promoted to change the pattern of the automotive industry area. Some new automotive cities are being born. Will the traditional car city pattern face shuffling?

New car city

On September 15, BYD Xi'an Third Factory launched a general assembly ceremony, marking that the BYD Xi'an plant will achieve the goal of 1 million vehicles an annual output. In the words of BYD Chairman Wang Chuanfu, at present, Xi'an is the city with the most comprehensive and most wide business cooperation except Shenzhen.

BYD's capacity release in Xi'an has driven the rapid growth of Shaanxi automobile production. In the first half of this year, Shaanxi Province ranked ninth in the country's total automobile production, and its growth rate ranked first in major automobile production provinces in the country.

Data from the Shaanxi Provincial Department of Industry and Information Technology showed that in the first half of this year, the output of automobiles in Shaanxi Province was 512,900, an increase of 48.8%, higher than 52.5 percentage points in the country, and led the country to lead the country; the output value was 130.4 billion yuan, an increase of 12.5%. Among them, new energy vehicles were 346,200, an increase of 531%, higher than 413 percentage points across the country, accounting for 67%of the province's automotive output, accounting for 13%of the country's new energy vehicle output.

The rapid growth of new energy vehicles has become an emerging growth point for regional economic economic growth. Benefiting from the rapid development of the new energy vehicle industry, although the impact of the epidemic at the beginning of this year, the GDP of Xi'an in the first half of the year still increased by 2.9%, and the growth rate was at the middle and upper levels in large cities across the country.

On September 22, the Xi'an Bureau of Statistics released data showing that from January to August, the added value of industries above designated size in Xi'an increased by 11.7%year -on -year. Among them, the total output value of the automobile manufacturing industry increased by 37.7%, an increase of 3.2 percentage points from January to July; the production of automobile output increased by 82.4%year -on -year, of which the output of new energy vehicles increased by 3.7 times.

Such a city is more than one Xi'an. The rapid development of the new energy vehicle industry is changing the original automotive industry pattern. Some automotive cities like Xi'an are rising rapidly after the automotive industry like Xi'an, becoming a new force compared with the traditional automobile city in the automotive industry.

Relying on the ideal automobile factory, Jiangsu Changzhou New Energy Vehicle Industry has also achieved significant growth. According to the data released by the Changzhou City Statistics Bureau, from January to August this year, the added value of industrial industries above designated size in Changzhou increased by 7.1%year -on -year, an increase of 1.5 percentage points from January to July. It ranked first in Southern Jiangsu a month; output value increased by 10.7%year -on -year, an increase of 0.8 percentage points from January to July.

Among them, the output value of the power battery industry increased by 108.9%, the output value of the new energy vehicle manufacturing industry increased by 191.9%, and the output value of the photovoltaic industry increased by 36.2%, and the contribution rate of the increase in industrial output value above the city of the city reached 48%, 23.2%, and 19.3%, respectively. These major air outlet industries have been in Changzhou.

Among these cities, the new energy vehicle industry is the most powerful city to create Hefei, which is going to create a "capital of new energy vehicles". The Hefei Municipal Government actively attracted major new energy vehicle projects by "attracting bands" and relying on state -owned assets platforms to drive the development of the entire industry chain.

At present, Hefei has gathered a number of new energy vehicle companies including JAC, Volkswagen (Anhui), Weilai Automobile, Ankai, Changan, Chery (Chaohu), Guoxuan Hi -Tech, Daoyi Electric, Hydrogen Energy, and Traveling Tomorrow. A complete entire industrial chain covering the entire vehicle, key parts (battery, motor, electrical control), application (bus, time -sharing leasing), supporting infrastructure (charging and replacement infrastructure, battery recycling).

Dr. Feng Lei, Research Director of Firestone Creation Industry Research Institute, told First Finance that there are several reasons for the development of new energy vehicle industries in some cities. One is close to the main consumer market, the other is the policy tilt, the third is the strong car car The industrial foundation, the fourth is the complete automobile after -service facilities.

Feng Lei said that the new energy vehicle industry has basically formed a pattern of north, Shanghai, Guangzhou, and three -legged. It is not ruled out that the birth of a new car city will relatively weaken the influence of traditional car cities, but it will not be subverted in the short term. On the one hand, the automotive industry has a high barrier to enter, and has a strong support for capital, talent, and upstream and downstream industrial chains and will not easily transfer it; on the other hand, firestone creation may also be aware of the new forces of car manufacturing mixing the city to stir the city. The competitive pattern, creating a new city of new energy vehicles, its network, platform thinking, strong resources integration capabilities, and accurate insight into the market will further narrow the gap between traditional car cities.

A new round of investment investment competition

Compared with other regions, Sichuan, which is also determined to vigorously develop the automotive industry, is still inadequate in the new energy vehicle industry. Judging from the car output data in Sichuan and Shaanxi in the past three years, in 2020, Sichuan and Shaanxi were 690,500 and 628,300, respectively, and became 727,400 and 801,000 units in 2021. From January to August of this year, Sichuan automobiles had 465,000 vehicles, and Shaanxi was already 726,800.

"The new energy vehicle industry is a major weaknesses in Sichuan and the biggest shortcoming of the green and low -carbon industry. Although there are some traditional auto companies, there are no well -known new energy vehicle brands and head enterprises. After that, the output gradually declined. "Luo Ling, president of the Sichuan Provincial Institute of Industrial Economic Development, told First Finance.

Luo Ling believes that in the face of the major development direction of the new energy vehicle industry, Sichuan "moves slowly" and has not grabbed major projects in the first round of the new energy vehicle industry. In the first round of layout, other cities have given great support in supporting policies and land capacity. However, Luo Ling believes that with the fluctuations of energy prices and the new energy industry standing in the air outlet, these conditions will promote the advancement of new energy vehicle head enterprises to expand production capacity in advance and form a second round of layout. At this time, Sichuan and Sichuanhe Chengdu still has a chance.

In fact, after the new energy bus station, major cities launched new major project investment competition, and hoped to lead major projects to lead the complete industrial chain of new energy vehicles.

In July this year, the Chengdu government and BYD signed a strategic cooperation agreement. Chengdu hopes to further deepen exchanges and cooperation with BYD in the areas of new energy vehicles, power batteries, charging and replacement infrastructure, give full play to the leading role of the "chain owner" enterprise leader, and actively participate in the industrial "building a strong chain".

Luo Ling believes that Sichuan has abundant strategic resources such as lithium ore, phosphorus ore, and vanadium titanium rare earth. This is the key material of the new energy vehicle industry and can be transformed with resource advantages. And the advantages of Sichuan has the advantages of clean energy and other clean energy, as well as the consumer market of huge new energy vehicles, which will not ignore no matter which head company.

Feng Lei also said that a new round of layout of the new energy vehicle industry may be mainly in two directions. One is that some mainland cities with rich green power resources and good manufacturing foundation. Now most of the new energy vehicles are used in gray electricity. Under the "3060" goal, the energy structure of new energy vehicles will also change and transform to green power -driven. Therefore, cities with rich new energy reserve will usher in greater development opportunities. Second, it is closer to the area of ​​the automobile industry's professional supply chain. For example, according to the statistics of the creation industry data center of Firestone, 49 vehicle manufacturers and 4,454 parts and component companies have been gathered in the Yangtze River Delta region. Elements overflowing dividends, such as Jiangxi, Anhui, northern Jiangsu and other places, they are expected to form a new automotive industry cluster.

Luo Ling believes that now only the government needs to formulate a more powerful industrial policy. "The supporting policy is up to the opportunity to invest in the technical reform of the new energy vehicle industry. It is possible to settle in enterprises. Moreover, the Chengdu -Chongqing area is also working together to build a trillion -level automobile industry. New energy vehicles are a key direction. "

Responsible editor: Gao Shuai | Review: Li Zhen | Director: Wan Junwei

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