Shulou(Shulou.com)11/24 Report--

The wind comes from the sea and the tide surges in the Yangtze River Delta.

On June 19, Hurun Research Institute released the 2023 Hurun China New Energy Industry agglomeration cities list, which lists the top 50 Chinese cities with the highest concentration of new energy industries.

The list shows that cities in East China account for 50% of the list, with Jiangsu being the province with the highest concentration of new energy, with a total of 10 cities on the list. Cities on the list in South China accounted for 16%, cities in North China accounted for 14%, cities in Central China and Southwest accounted for 6%, and cities in Northwest and Northeast accounted for 4%.

Zhang Yongwei, vice chairman and secretary-general of China Electric vehicle Association, said that China's new energy vehicle industry has entered an era of deep integration of multi-industries, and the new force driving automobile development comes from machinery and power. it also comes from cross-border thinking and cross-border forces, and more investment opportunities also come from cross-border dividends. The thinking, planning and layout of the automobile industry all need to jump out of the traditional car and look at the car.

At present, the automobile industry has entered the stage of accelerating the reshaping of the industrial pattern. Zhang Yongwei said that although China is one step ahead, the pattern is far from fixed. From a regional point of view, the layout adjustment has begun. "the traditional advantage areas will not necessarily continue to take the lead in this change, and no leading areas may use new energy vehicles to achieve anti-surpassing or even leading."

This year marks the fifth anniversary of the rise of the integrated development of the Yangtze River Delta to the national strategy, and also the third anniversary of the symposium on promoting the integrated development of the Yangtze River Delta.

Recently, prefectures and cities in the Yangtze River Delta have also begun to roll up. In order to "strive for excellence", the leaders of many prefectures and cities in Zhejiang and Jiangsu have released words one after another, or exposed their own shortcomings: "the score of the core index of our city's' 1000 trillion 'project ranks low, which is a drag on the province's back." or encourage and encourage: "to be on a par with the first place and the first class, and there can be no' central thinking'"; or to heckle and ask, "are there any people who are afraid of difficulties and dare not bear it?"

Around the above phenomena, this paper attempts to answer the following three questions: the pattern of the four major industrial clusters of new energy vehicles is prominent, what is the distribution? Among the many urban agglomerations, what are the advantages of the Yangtze River Delta? What are the experiences worth using for reference?

1. Car-building craze in the Yangtze River Delta when it comes to China's regional development strategy, there is a concept of "3-3-2-1", that is, to build the three major urban agglomerations of Beijing, Tianjin, Hebei, the Yangtze River Delta and Guangdong-Hong Kong-Macau Greater Bay Area, and speed up the development of the Yangtze River economic belt, ecological protection and high-quality development of the Yellow River basin. we will promote Hainan to deepen reform and opening up in an all-round way.

Among them, at the end of 2018, the integrated development of the Yangtze River Delta officially rose to a national strategy. In 2019, the CPC Central Committee and the State Council issued the outline of the Plan for the Development of Regional Integration in the Yangtze River Delta. Under the integrated development pattern, the Yangtze River Delta includes Shanghai, Jiangsu Province, Zhejiang Province, Anhui Province three provinces and one city, a total of 41 cities.

In recent years, with the promotion and application of electric vehicles and plug-in hybrid vehicles in China, electric vehicles and plug-in hybrid vehicles have been effectively developed, and the scale of new energy vehicle industry has been gradually expanded. it has also gradually formed the agglomeration area of the new energy vehicle industry-the Yangtze River Delta cluster with Shanghai as the leader, the Dawan area cluster with Guangzhou and Shenzhen as the leader, the Beijing-Tianjin-Hebei cluster with Beijing as the leader, and the western triangle cluster with Chengdu, Chongqing and Xi'an as the leader.

In this wave of new energy vehicles, many of the cities with the most active layout and remarkable results are concentrated in the Yangtze River Delta.

In October 2014, Hezhong New Energy Automobile Co., Ltd. was established in Tongxiang, Zhejiang Province. The following year, Zhejiang Zero running Technology Co., Ltd. and Tianji Automotive Technology Group Co., Ltd. were established in Hangzhou and Shaoxing. During the same period, many new energy vehicle brands, including Lulai and ideal, were born one after another and intersected with the Yangtze River Delta.

In 2018, Musk brought Tesla to Shanghai Lingang. Since then, the "car-building craze" has heated up sharply in the Yangtze River Delta.

In January 2020, the first batch of 10 domestic Model 3 electric cars off the line of Tesla Shanghai Super Factory were officially delivered to the owners. Since the factory construction started in January 2019, to the first batch of vehicles off the line, Tesla spent only one year in Shanghai, the "Shanghai speed" is amazing.

The whole Yangtze River Delta seems to be transformed into a super factory of new energy vehicles at full power, and car companies enter the market one after another. At present, the Yangtze River Delta has the largest number of new energy vehicle production bases, mainly concentrated in Jiangsu, Zhejiang and Anhui, involving more than 20 projects, with a total planned production capacity of more than 3 million vehicles and a total planned investment of more than 100 billion.

Photo from: the China Business Industrial Research Institute is different from the Pearl River Delta. Today, most of the Pearl River Delta belonged to the capital of Guangzhou during the Ming and Qing dynasties, which is why Guangfo made such rapid progress in the same city. The Yangtze River Delta contains as many as 41 cities, belonging to four provincial administrative units, which adds a lot of difficulty to the integration work.

But why is the new energy industrial cluster in the Yangtze River Delta developing like a raging fire?

2. Two major advantages "2022 Insight report on the Development of China's New Energy vehicle Industry" (hereinafter referred to as "the report") points out that with the development of regional integration, the competition of new energy vehicles will no longer be the competition between individual brands and brands. but the competition between industrial chain clusters falls to the level of urban agglomeration.

There are two main competitive advantages of the Yangtze River Delta.

First, there are leading dancers to drive the industrial chain to gather.

Overall, in 2022, the Yangtze River Delta produced more than 2.79 million new energy vehicles in three provinces and one city, accounting for more than 40 per cent of the country and 25 per cent of the world. Among them, the leading advantage of Shanghai is obvious. In 2022, Shanghai automobile output accounted for 11.5% of the country's output, and new energy vehicle output accounted for 14% of the country's output, with a total output value of 808 billion yuan. In the new area of Lingang, with Tesla and SAIC passenger cars as the leader, the output value of intelligent new energy vehicle industry in Lingang New area exceeds 240 billion yuan in 2022.

In addition to the vehicle leading enterprises such as SAIC and Tesla, the Yangtze River Delta also has a large number of major spare parts enterprises, such as Bosch, mainland China, ZF, Ningde era, Michelin, Bridgestone, and so on. it gathers the headquarters and some factories of more than half of the global auto parts giants, and nine of the top ten parts groups in the world are headquartered in Shanghai. According to Jiang Jian, vice president of Bosch China, Bosch's main business in the automotive field is concentrated in the Yangtze River Delta, with manufacturing plants in Shanghai, Wuxi, Suzhou, Nanjing, Ningbo, Wuhu and other places.

Wang Hao, vice president of Tesla, said: "Tesla's high localization rate is inseparable from the complete ecological chain of new energy auto parts that has been formed in the Yangtze River Delta," said Wang Hao, vice president of Guangzhou Daily. " Li Bin, founder of Xilai Automobile, also said when choosing the factory site that most of the excellent parts companies are located in the Yangtze River Delta. The mature industrial chain system and location advantages enable Lailai to promote the localization strategy, and can also innovate and cooperate with the upstream and downstream partners of the industrial chain to create a first-class manufacturing and supply chain system.

"there is not only a complete industrial chain, but also huge market demand, as well as export convenience, which is the advantage of the development of new energy vehicles in the Yangtze River Delta." Said Wang Chuanfu, chairman of BYD Co., Ltd.

The second is regional coordination to promote efficient cooperation among clusters.

At present, nine cities in the G60 Science and Technology creation Corridor of the Yangtze River Delta have whole vehicle enterprises, with more than 4000 industrial chain enterprises and an output value of more than 700 billion yuan. Dai Zhiming, head of the industry group of the joint conference office of the G60 Science and Technology Innovation Corridor in the Yangtze River Delta, and Dai Zhiming, party member and deputy director of the Science and Technology Innovation Development Office of Songjiang District, Shanghai, said: "the G60 Science and Technology Innovation Corridor in the Yangtze River Delta will continue to focus on building new energy vehicle industry clusters. Deepen the layout in power batteries, charging equipment, key automotive parts and vehicle manufacturing."

According to the Xinhua News Agency reported yesterday, in the Yangtze River Delta, through the coordinated development of industrial clusters, a new energy vehicle factory can supply the necessary spare parts within a four-hour drive, forming a "four-hour industrial circle" that embodies the characteristics of a modern industrial system, and the efficiency of regional coordination and response is remarkable.

For example, Shanghai locally provides a "brain" composed of chips and software, a power battery as a "heart" to Changzhou, Jiangsu Province, about 200 kilometers to the west, and an integrated die-casting machine to complete the "body" to Ningbo, Zhejiang Province, more than 200 kilometers to the south.

"Industrial clusters in the Yangtze River Delta are deeply integrated and developed in Jiangsu, Zhejiang, Shanghai and Anhui, with competition and cooperation, and go beyond the scope of the general automobile or electronics industry," Cui Dongshu said. the formation of a symbiosis of multiple industries and many types of institutions in China's most important economic circle is a world-class competitive advantage of intelligent electric vehicles in the Yangtze River Delta. "

In fact, the development of new energy vehicle industry is not only a new opportunity and a new economic growth point for local governments, but also an important starting point to promote industrial transformation and upgrading. Liu Bo, an expert from the Shanghai Science and Technology Commission and a doctor from Tongji University, said: "compared with traditional automobile manufacturing, the new energy vehicle industry chain is shorter and can be agglomerated quickly in a short time, which is very attractive to the local government."

What else can we learn from the experience of the new energy automobile industry in the Yangtze River Delta? Jiang Jian, vice president of Bosch China, told Guangzhou Daily: the important point is that "there is something to do and something not to do".

In the new energy planning of provinces and cities in the Yangtze River Delta, industrial clusters have always been the key layout direction. Changzhou proposed that by 2025, the scale of the new energy vehicle and core parts industry will exceed 700 billion yuan, the photovoltaic industry will exceed 200 billion yuan, and the power equipment industry will exceed 150 billion yuan, forming an industrial cluster with high spatial agglomeration, close coordination between upstream and downstream, and intensive and efficient supply chain.

Zhejiang action plan proposes to create the development pattern of new energy vehicles in the "Yiwan area". In accordance with the overall plan for the construction of "415X" advanced manufacturing clusters, we will promote the construction of "core areas + cooperation areas" with counties (cities and districts) as the main body, and speed up the cultivation of energy-saving and new energy automobile and parts industry clusters. Hefei also proposes to cultivate and form an internationally competitive new energy vehicle industry cluster during the 14th five-year Plan period.

From the point of view of Cha Baizhi Ku (Wechat: EV100_Plus), the development of new energy vehicles in provinces and cities depends on their long-term and stable policy implementation capacity.

First of all, in the process of choosing industrial policies, local governments should pay more attention to functional and competitive policies, avoid destroying the order of market competition in the process of formulation, and pay more attention to the improvement of market rules and the tackling of original technology.

Secondly, the government should pay attention to the continuity and long-term nature of the policy, and should try its best to avoid introducing stimulating support policies in a short period of time. Some experts said that the new energy industry chain involves many links, and it is difficult to tackle key problems in the original technology. Support and policy preference should be given to the basic research, applied research and industrialization of the new energy industry chain, especially in technological innovation and commercialization.

Finally, Jiang Jian said, "Local governments need to go through careful research and judgment, make forward-looking investment in risky technologies in the future, create a healthy business environment under the rule of law, and reduce the innovation burden of relevant enterprises."

Take Guangdong-Hong Kong-Macau Greater Bay Area as an example. Wu Xibo, a researcher at the Institute of Regional Development of the Guangzhou Academy of Social Sciences and the Guangzhou Institute of Urban Strategy, told Guangzhou Daily that state-led assets, excessive joint ventures, and small private capital are the typical characteristics of the current automobile industry in the Dawan area, resulting in a lack of brand type diversity.

He suggested that around private enterprises with potential in the field of intelligent and new energy vehicles, such as Xiaopeng and Penghui Energy, encourage state-owned enterprises to increase investment and not interfere with their mode of operation, support the expansion of private-funded enterprises and promote the coordinated development of related private-funded enterprises; at the same time, we can introduce well-known automobile enterprises to establish global-oriented new energy automobile enterprises. Rely on GAC GROUP to reorganize the world-famous automobile brands through mergers and acquisitions to open up the global market and enhance the influence of Guangzhou cars.

Generally speaking, the new energy vehicle industry in the Yangtze River Delta has a lot of experience worth using for reference, including the improvement of market rules, the support of technological innovation and the stability of industrial policy. At the same time, we also need to pay attention to the introduction of diversified brand types, promote the development of private enterprises, and create a good business environment in order to build a new development pattern of the automobile industry.

[full text reference]

[1] the revelation of the experience of the "package area" of the automobile industry, how does the industrial cluster become a "treasure pot"? "Deng Li, Zhong Dawen, Guangzhou Daily

[2] "the integrated development of the Yangtze River Delta has formed a new energy automobile industry cluster"

[3] "Industry observation | New Energy vehicles in the Yangtze River Delta"

[4] "the pattern of the four major industrial clusters of new energy vehicles is prominent, and what is the distribution of key enterprises? "

[5] "the area of the Yangtze River Delta is becoming Pearl River Delta", Tugonov, Qin Shuo moments

This article comes from the official account of Wechat: che Bai think Tank (ID:EV100_Plus). Author: Zhou Shuangjiang.

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