Wen Finance (59) ｜ How do you think of the three aerial ornis buying 292 aircraft planes?

On July 1, a major event occurred between Central and EU.

On the same day, China Southern Airlines, Air China, and China Eastern Airlines issued an announcement saying that it would purchase a total of 292 Airbus A320NEO aircraft to European aircraft manufacturer Airbus, with a total amount of more than 37 billion US dollars (about RMB 240 billion). This is the first time that China ’s civil aviation industry has announced such large -scale passenger aircraft orders in the past three years. Airbus also released relevant news on the official website as soon as possible.

Undoubtedly, this is a precise point for the United States in the Sino -US game game in the game of China and the United States. But just looking at it, there are still some limitations. Observe from the perspective of the China -Europe industry chain to see more clearly.

Therefore, it may be as possible to start with the continuous actions of the three major car giants of Mercedes -Benz, BMW and Audi (that is, BBA).

【one】

Standing at this node in 2022, new energy vehicles will become the keywords of this year. Especially in mid -to -late June, the BBA pushed the attention of new energy vehicles to another peak.

On June 13, Mercedes -Benz's new electric vehicle EQE was offline at Beijing -Benz Shun Volunteer Factory, becoming the 4 million vehicle in Beijing's Mercedes -Benz. Beijing Benz Shun volunteer investment reached 11.9 billion yuan.

On June 23, BMW's largest investment project in China, Shenyang Rida Factory, was put into production. The factory has 100%capacity to produce electric vehicles. The first pure electric medium -sized sports car -the new BMWI3 is successfully put into production. The Shenyang Rida plant invested as high as 15 billion yuan and covers an area of ​​2.9 square kilometers. After completion, the production capacity of BMW in Shenyang reached 830,000 annual output, becoming the world's largest BMW production base, and will become BMW Global Automobile Export Base.

On June 28, Audi's first production base specializing in pure electric models in China -Audi FAW's new PPE factory laid the foundation in Changchun. In the square meter, the design capacity of 150,000 vehicles is expected to be put into production in 2024.

With the enlightenment of traditional international car players such as Mercedes -Benz, BMW, and Audi, the domestic new energy vehicle market competition has entered a new stage, and the market pattern is facing reshaping. In 2022, BMW launched 5 pure electric products in China: including BMW IX3, BMW i3, BMW i4, BMW IX, and BMW i7. Next year BMW Group's pure electric products in China will increase to 13 models. Audi plans to launch a high -end electric vehicle based on the PPE platform in 2024. By 2025, five pure electric models produced in China will be launched in China.

In terms of investment, the three giants have invested more than 50 billion yuan in China; from the timeline, BBA's exertion points are pointed between 2024 and 2025.

【two】

The layout of local car brands on new energy vehicles is also intensified.

On June 25, at the Chongqing Auto Show, Changan Automobile brought 3 new energy vehicle brands to participate, namely the high -end smart electric vehicle brand "Avita" jointly created with Ningde Times and Huawei, and Changan's own new energy sources hatched The car brand "Deep Blue" and the small new energy brand "glutinous rice" operated independently to meet the needs of the three prices of high, middle and low.

Among them, the most noticeable thing is that Avita Technology and Huawei Technology signed a comprehensive strategic cooperation agreement. The two parties reached a consensus in the entire field of the best resource investment, Huawei Hi trademark authorization, etc., and will be based on the new generation of smart electric vehicle technology platform CHN , Further create a series of smart car products, and launched 4 new cars in 2025. Among them, Avita's first electric coupe SUV Avita 11, and its limited edition model Avita 011 will be officially launched on August 8th, which will be delivered within the year. It is expected that by 2025, the sales target of Changan New Energy Vehicles will be 1.05 million.

The importance of major cities to the new energy vehicle industry has also reached an unprecedented point.

On June 27, the 13th Party Congress report of Beijing proposed that the advantageous industries such as new energy vehicles and intelligent equipment manufacturing. At the beginning of the year, the "Two Sessions" in Beijing clearly stated that promoting Xiaomi Motor's construction and ideal car construction were one of the key tasks in Beijing in 2022.

According to the plan, Xiaomi Automobile will build a vehicle factory with a cumulative annual output of 300,000 vehicles in two phases in Beijing. The first car will be offline and mass production in 2024.

In October 2021, the ideal car Beijing Green Intelligent Factory started construction in Shunyi District, with a total investment of 6 billion yuan. According to the plan, the factory will be completed and put into operation in the second half of 2023. The first phase will realize the production capacity of 100,000 pure electric vehicles an annual output.

【three】

From the perspective of major cities, with the entrance of Mercedes -Benz, BMW, and Audi, the weights and status of major cities in new energy vehicles will also have significant changes.

Taking Beijing as an example, after the completion of factories such as Mercedes -Benz, Xiaomi, and ideals, and BAIC Langu, Beijing's status in the new energy vehicle industry has been significantly enhanced.

Tesla's improvement in Shanghai's new energy vehicle industry is undoubtedly huge. In the future, and the SAIC Group's efforts in this field, it is also worthy of continuing to be optimistic.

Hangzhou has gathered new energy vehicle companies such as zero running, Lingke, and auto companies such as Nezha. In addition, Hangzhou has gathered Internet companies and active private economies represented by Ali, as well as the location advantage near Shanghai. Hangzhou It is also expected to occupy an important seat in the field of new energy vehicles.

Guangzhou has gathered new energy vehicle companies such as GAC Ean and Xiaopeng Automobile. In the future, it is the same as that in the Northeast Changchun and Shenyang attracting German cars. It is expected to be a bridgehead for Japanese cars to enter new energy vehicles in China.

Hefei has a good development momentum due to the layout of Chery Automobile and Weilai, and Chongqing has developed a good momentum because of Changan Automobile and Wellskraine. As a strong city of traditional cars, Wuhan and Tianjin are slightly lagging.

On June 10, the value of BYD's A -share market exceeded the trillion yuan mark for the first time, which aroused high market attention and repeatedly compared with the Ningde era. In 2021, BYD's new energy vehicles sold 603,000 units, an increase of 218.3%year -on -year. In the first May of this year, BYD's new energy vehicle sales of 507,000 units increased by nearly 3.5 times year -on -year. At this speed, BYD is expected to impact the 2 million mark this year. This will be 3.3 times its sales of new energy vehicles in 2021, and Tesla's global sales of 936,000 units.

In contrast, the existence of Shenzhen Yin BYD can be described as the first, but it is also facing the problem of unique. If Shenzhen can attract new car companies to enter, or has new progress in promoting cooperative cars in BYD and Huawei, it will undoubtedly enrich the formats and ecology of Shenzhen New Energy Vehicles and enhance Shenzhen's industrial position in this field. Especially before the formation of new energy vehicles for traditional cars, it is even more urgent.

【Four】

New energy vehicles have undoubtedly become the biggest air outlet of today's industries. Compared with traditional cars, the new energy vehicle field is showing a new lead in car building forces, and traditional car giants are catching up. Before the entry of traditional car giants, capitals in this area have already entered, and the market is fighting for a lot of fighting. Coupled with the possibility of software and battery giants including Huawei and Ningde Times, the richness and imagination of the entire market are far from comparable to traditional cars. Mercedes -Benz, BMW and Audi entering the field of new energy vehicles in China will be of great significance to strengthening the relevant industry chain in the international status. At the same time, the cooperation between China and Europe in the industrial chain will be fully deepened and solidified. This is also the fundamental reason why domestic local governments attach great importance to the new energy industry.

Looking back at the cooperation of European aircraft research and development and market expansion.

On June 24, the CDB and Suzhou Industrial Park were signed an online form of the day. According to the agreement, Airbus chooses Suzhou as the location of its China R & D center. The Airbus China R & D Center will use the advantages of the aviation and hydrogen energy industry chain in the Yangtze River Delta region to focus on researching research on hydrogen energy infrastructure. Research and innovation services for manufacturing, electrification, future cabin and new technology, with digital and intelligence as leading the transformation and upgrading of the aerospace industry, at the same time cultivate and gather high -end talents, and promote the development of the aerospace industry in the region.

Here, not only involves aviation, but also the layout of hydrogen energy. The two most high value -added and development potential industries in China and European aircraft and new energy vehicles and embedded with each other will be strategic and good.

Source ｜ Jingbao APP

Reporter: Hu Wen

Figure: Xu Qingdong

Edit: Chen Zhangwei

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