Chang'an Speed ​​Increases a Problem for the New Deal of the Automobile Industry


At the end of July, Xinhua News Agency released a statistic of the China Association of Automobile Manufacturers: “Dongfeng Motor Co., which has consistently ranked among the top three groups in the domestic automotive industry, has only single-digit growth in its production in the first half of this year, and it is among the major domestic automobile manufacturers. The ranking dropped to fourth place. Chang'an Automobile (Group) Co., Ltd. entered the 'Big Three' for the first time." It caused a strong shock in the industry. First of all, it is necessary to correct one of the mistakes in the above statement. According to the spirit of "Double 215" prescribed in Article 6 of the Automobile Industry Development Policy promulgated by the National Development and Reform Commission on May 21 this year, rankings should no longer be based on "yield", but should be ranked on the basis of "sales". If ranked by sales volume, Dongfeng Motor Company should rank fifth after Beiqi Group. This error does not appear to be in the hands of Xinhua News Agency reporters. Instead, the rankings are still acting in accordance with past "conventions." Last year, when Chang’an and BAIC’s market performances were almost equal to the east, and the gap was getting smaller and smaller, some people predicted that sooner or later one day these two companies would overtake Dongfeng. By then, they had long pursued the “three major groups”. The government will face embarrassment. As expected, this day finally arrived. Although this can't be said to embarrass the government, at least it has presented a difficult problem for the “New Industry Policy” that has just been promulgated for less than three months: How to deal with Chang’an and Dongfeng? “Key support for the three major automobile groups” was the first car in 1994. What is clearly stipulated in industrial policies is also the government's long-term implementation. In the eyes of the people, the "three major groups" are the Yantai troops and the regular army. Chang'an and other enterprises can only be guerrillas, and there are scattered soldiers. Now, Changan shotguns in the “Guerrilla” are not the same. Shouldn't they give him a regular army number? If you drink a large bowl of meat together according to your strength, where is the place for Chang’an? Article 6 of the "Automobile Industry Development Policy" stipulates: "All automotive enterprise groups that have the characteristics of unified planning, self-developed products, independent product trademarks and brands, and integrated sales management system, and their core enterprises and their wholly-owned subsidiaries. The domestic market share of automotive products produced by enterprises, holding companies, and Sino-foreign joint ventures is more than 15%, or the annual sales revenue of autos will exceed 15% of the total vehicle sales revenue of the whole industry, and can be used as a separate compilation for large-scale automobile enterprise groups. The Group’s development plan was approved by the National Development and Reform Commission after it was approved by the organization.” Then, Chang’an, whose domestic market share of automotive products has not reached more than 15% (reported at 10.64%), cannot enjoy such treatment. There is certainly nothing to say, plus the fact that for many years it has always been "used to be small," and it can be thought of, but the east wind is different. Dongfeng sold 252,548 vehicles in the first half of the year and accounted for only 9.89% of the total sales of 2,536,600 vehicles. Will the National Development and Reform Commission remove it from the “separately compiled group development plan?” In this way, the Dongfeng people You may not hear it. However, over the years, people, especially the "guerrillas" of the automotive industry, have been dissatisfied with the country's policy of "supporting the three major groups." Even if they do not say anything on the surface, they may not be thinking less than the above. If you don’t believe it, we can look at the attitudes of some companies on whether to focus on supporting the three major groups in the discussion of automobile industry policies in previous years: FAW Opinion: Propose to change to... Focus on supporting 2-3 auto industry companies, By 2010, through the adoption of ... the formation of China's own intellectual property rights and car brands, independent development, independent sales, independent development, and participate in international competition in the automotive industry enterprise groups. Dongfeng comments: For the direct management enterprises (groups) of the Central Government, there should be a clear support policy for industrial policies. Tianqi comments: It is not appropriate to stipulate quantitatively in Article 2. The state only supports 2-3 auto industrial groups and 6-7 key auto manufacturers... Hafei's opinion: It is inappropriate to mention that 3-4 corporate groups will be formed in 2010, and the merger and reorganization of enterprises It should be a market action, not a government action... otherwise it is difficult to implement and it is not realistic. Qingling's opinion: The key enterprises supported by the state are the automotive and parts companies whose product technology and quality indicators are internationally advanced, product prices are internationally competitive, products are marketable and meet domestic and foreign market demands. Wanxiang comments: It should be clearly supported by the strength of one or two parts and components enterprise groups. From the above, it can be seen that only the three major groups are happy and the companies outside the three major groups have expressed their opposition directly or in a roundabout way. Now, although there is no such thing as "focus on support for the three major groups" in the new "Automobile Industry Development Policy," it can be seen by the eye-catching people what "double-fifteen" means. Now that the pattern of the automobile industry has changed, the sales volume of corporate products that the government wants to support does not reach 15%. Then, people have reason to “stroll on a donkey and watch a singer—walking”. This "mass power" for the New Deal of the car will also be a test. . Of course, only from the market changes in the first half of this year, we must not assume that Dongfeng will leave the “three major groups” camp forever, and Chang’an will surely hold on to “the third position”. The market economy is changing, but we will retreat if we do not advance. Wake up tomorrow morning, I do not know who is running in front of who? Not to mention the Dongfeng current "left behind" is also a reason. It is reported that in the past year or so, Dongfeng has been concentrating on basic work. "After next autumn, Dongfeng Motor Company and Dongfeng Windmill will have a brand new change." By then, the east wind may not be the current situation. After all, Dongfeng and Nissan are both strong and have deep cultural heritage. Moreover, the medium and long-term business development plan formulated is a "2rd 3rd power plan" - the power of the two strong ones is definitely greater than two. Apply a political sentence: The dongfeng after waking up will still be an irresistible lion! For the east wind, we are still full of hope and hope. Attachment: Ranking of Top Ten Automobile Manufacturers in the First Half of the Year (According to the Statistics and Ranking of China Association of Automobile Manufacturers) First place: First Automobile Group, production and sales volume of 495,989 units and 438,610 units; Second place: Shanghai Automotive Industry (Group) The company's production and sales volume was 48,2020 units and 439,593 units. The third place: Chang'an Automobile (Group) Co., Ltd. The production and sales volume was 264,583 units and 271,660 units. The fourth place: Dongfeng Motor Company's production and sales volume was 263,563 units and 252,548 units. Fifth place: Beijing Automotive Industry Group Corporation, production and sales of 262,192 vehicles and 2,60028 vehicles; sixth: Hafei Motor Co., Ltd., production and sales of 112,335 and 110,037 vehicles; seventh: Guangzhou Automobile Industry Group Co., Ltd., production and sales The quantity is 85542 cars and 8378 l cars; 8th place: Changhe Aircraft Industry Company, the production and sales volume is 67,669 units and 65,810 units; the ninth place: Anhui Jianghuai Motor Co., Ltd., the sales volume is 66,351 units and 65,810 units; The tenth place: Jinbei Automobile Co., Ltd. produced and sold 57,535 vehicles and 52,520 vehicles. Explanation: The largest increase in the production and sales of these ten companies in the first half of the year was Beiqi, which grew by more than 70% and sold more than Dongfeng Motor. The increase of more than 50% is also GAC and Jiangjun Automobile. Only the tenth Golden Cup automobile production and sales both declined. These ten companies, including joint ventures, produced cars including passenger cars, passenger cars and trucks. In the first half of this year, the output and sales volume were 2,156,769 and 20,38,282, respectively. The output accounted for 80.6% of the national automobile output, and sales accounted for all domestic cars. 79.8% of sales have changed little from last year. According to statistics, in the first half of this year, China's vehicle production and sales volume was 2.7671 million units and 2.536 million units, which was a year-on-year increase of 27.1% and 24.15% respectively.

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