Wen yibo: the core technology is the key to the rise of new energy vehicles

Recently, zte was the United States embargo sanctions case of concern.

On April 16, local time, the us department of commerce announced on its website that it would ban us companies from exporting any technology or products to zte for seven years. Zte violated a 2017 settlement with the U.S. government, the statement said. The U.S. government has accused zte of violating U.S. export controls on Iran.

The zte case has again exposed China's vulnerability to some key core technologies. It is foreseeable that zte will face a huge crisis if the core components are not in place in time. At the same time, there are concerns in the industry, academia and society at large that zte is just the beginning in the context of escalating trade disputes between China and the United States.

The answer is not encouraging.

Wen yibo, chairman of sander group, said frankly in the "new era new lease -- financial lease 10th anniversary peak BBS" held recently: "our country is a country with high dependence on foreign oil, and there are many uncertainties in the lifeline of transportation. "If, like us sanctions on zte, one day China's oil business is also sanctioned, then China's economic lifeline may also be at great risk.

According to wen, the zte Revelations show that the biggest problem with Chinese manufacturing is the lack of control over core technologies. Under the background of the current domestic new energy automobile industry in full swing, the real rise of new energy automobile industry should start from the core technology breakthrough represented by "three powers".

Opportunities and challenges in the new era

Whether it admits it or not, China is indeed "moving closer to the centre of the world stage".

China has the most complete industrial chain in the world. Wen yibo pointed out that China has 39 industrial categories, 191 of them and 525 of them. It is the only country in the world that has all the industrial categories in the United Nations industrial classification, thus forming a unique industrial system with complete industries.

"But in the past development process, some production capacity is still backward, and industries with high pollution, high energy consumption and lack of competitiveness still exist." Wen said that under such circumstances, accelerating the elimination of backward production capacity is an inevitable requirement, and accelerating the development of advanced manufacturing industry is an important starting point.

At present, China's production capacity in many fields ranks first in the world, and in some fields even exceeds the sum of all other countries. For example, the industrial added value is already equal to the sum of the United States, Japan, Germany, India and other living countries. Therefore, China's manufacturing industry needs to find some "blue sea" with sufficient width, to implement the "made in China 2025" as the starting point, and accelerate the realization of China's manufacturing industry from high-speed growth to high-quality development.

This is an era of rapid change and innovation. China's manufacturing industry must also face and adapt to the changes and impacts brought by network technology, block chain technology, 5G network and other advanced technologies. As a leading figure with more than 20 years of experience in the environment and new energy industry, wen yibo has always been known for his forward-looking vision and strategic thinking. He admitted that under the macro background of the new era, opportunities and challenges coexist. What enterprises should do most is to find a large enough "blue sea" and create a new industry with new tools and new thinking.

The call of new energy vehicles and pain points

Zte's troubles once reminded Mr. Wen of China's new energy industry.

He pointed out that China's current energy strategy to a certain extent there are weaknesses. Firstly, China is rich in coal, poor in oil and little in gas. The coal-based energy structure seriously pollutes the environment and affects and endangers human health. Second, by 2020 China's cars will account for more than 57% of its oil consumption. Third, China's oil dependence is approaching 70%, which is particularly passive and unsustainable in the current complex international situation. In this situation, it is an inevitable choice to change the energy structure and promote the replacement of traditional fuel oil vehicles with new energy vehicles, especially electric vehicles.

China's auto industry now has nearly half the world's production capacity. However, China's automobile industry is still basically in the OEM situation, and core technologies and core components, such as high-end engines and gearboxes, are still dependent on Europe, America and Japan. And most of the high-end models are only produced in foreign countries, mainly in the domestic production of low-end models. In view of the practice in recent years, the new energy vehicle industry "curve overtaking" this path is feasible. On the one hand, electric vehicles have adopted new technologies, and the gap between domestic and foreign is not large. The most core three-power (battery, motor, electric control) technology is developing rapidly in China, and other new technologies and models such as unmanned driving and Internet of vehicles are also forming. The core hardware has changed dramatically in the last three or four years. For example, China has become the world's largest producer and consumer of lithium batteries, and its technology level has gradually approached that of foreign enterprises. The safety of lithium-ion batteries, the safety of electric cars, range and ease of use are also being addressed quickly. In fact, China has become one of the countries with the most rapid development of new energy industry in the world. Both the industrial chain integrity and industrial scale are in the leading position in the world.

Of course, there are still many problems in the new energy industry. "in some places, the proportion of wind and light abandoning has exceeded 50%. In this regard, wen yibo admitted that while vigorously developing energy storage and smart energy and improving the energy structure, it can further solve the pain points of the development of new energy automobile industry. In addition, the development of electric vehicles will drive the development of distributed energy storage in the future, which will play a good role in promoting the adjustment of energy structure.

Wen yibo stressed that although the country's policy support for the new energy vehicle industry has been significantly increased, and the development trend of new energy vehicle electrification, intellectualization, network connection and sharing is becoming increasingly clear, the breakthrough of its core "three power" technology is the top priority. "Zte incident" also sounded the alarm bell for us again, only to master the core technology in their own hands, is the real success.

Sander's new energy technology practice and ecological layout

Wen said the core idea of the "made in China 2025" plan is the transformation and upgrading of the manufacturing industry, focusing on encouraging the development of new and high technologies. All of us are facing major challenges, especially the new energy vehicle industry, which requires customization, flexibility and the Internet of things. In fact, China has a solid foundation in the manufacturing sector. There are opportunities for breakthroughs and fundamental changes in intelligent manufacturing, strong industrial base, green manufacturing and high-end manufacturing. Sander is also working toward quality, creativity and branding. China needs practical enterprises that make technological and model changes to promote the development of "made in China 2025".

Thanks to the favorable policies and the strategic layout of sander technology research and development and ecological whole industry chain, sander has gradually become an important force boosting the development of China's new energy automobile industry after several years of exploration and practice.

Wen yibo pointed out that relying on the strong financial strength and advanced research and development ability, sander focuses on the core "three power" technology of new energy vehicles, continuously invests in and accumulates research and development technology, and constantly promotes product iterative innovation, and has made remarkable achievements in a relatively short time. Not long ago, sander jointly developed automobile products with chang 'an automobile, and sander exclusively provided key parts such as "three powers", so as to ensure the requirements of customized vehicles in driving range and other aspects. "It can be said that sander is one of the few domestic manufacturers of new energy auto parts that can provide both large and small 'three powers' at the same time."

In order to overtake new energy vehicles on curves or in lane changes, China must change the backward appearance of traditional cars in engines and gearboxes, and make breakthroughs in the field of "three electrics". Therefore, sander has made extensive and deep layout in the core of "three electrics". "We are building an ecological chain around the use of new energy vehicles and new energy vehicles, including lithium battery platform, data platform, multi-energy system and so on. Battery ecological chain platform includes precursor, anode material, cell production, battery packaging, battery management (BMS), battery recycling, battery cascade utilization, and waste battery regeneration. Data platforms include battery cloud platform, easy charging platform, smart energy platform, etc. Any physical process can produce data, which in turn can provide some support for our product improvements. "Wen yibo said. Under this trend, sander moves towards the development stage of the whole platform and builds sande new energy ecological chain system.

He introduces, SangDeXin energy business with battery (Thornton, new energy) as the core, collaborative battery management system (optimal denier technology), the electric drive system spectrum (electric), car networking intelligent monitoring platform (wisdom), parking charge (Thornton wireless), energy storage (Thornton wisdom energy), battery recycling and material regeneration (hong jie recycling), and hand in hand SangDeXin sanitation, 66 micro goods, etc., constitute an open cycle diagram of all of the new energy industry chain.

At the same time, sander actively innovates the upstream and downstream cooperation mode of the energy industry to make the operating costs more controllable. Wen yibo introduced that at the beginning of this year, sander joined hands with chang 'an automobile and liuliushun group to change the traditional automobile research and development, production and sales mode, and the operators launched customized new energy vehicles to the upstream and downstream of automobile enterprises based on market demand.

In wen yibo's view, including sander, China's new energy enterprises started late, but will run fast. In addition to the integrity of its own industrial chain, sander has achieved rapid product iteration through long-term foundation technology precipitation and continuous technology research and development efforts. And sander in the future wide and deep layout of technology, including materials, batteries, or electric motor control technology, energy storage technology. Sander's emphasis on technology from the top to the bottom and his persistent spirit also show his confidence and determination for China's new energy cause to reach the international leading level.

The mission and appeal of green finance

In order to better support the development of the industry, sander has tried financial products such as fund, lease, factoring, bill and ABS.

Wen said the current financial industry faces both opportunities such as green finance and challenges of strong regulation. "In the future, the financial industry will have a great breakthrough. Facing the impact of information technology, Internet, big data and cloud computing, traditional finance must find appropriate solutions to meet the requirements of fuzzy boundaries, technological intervention and product innovation.

"As a practitioner of the new energy and environmental protection industry, I feel that the current green finance in China is more reflected in documents and words than in practice. "In fact, in the past, some departments' understanding and involvement in the industry's characteristics were not enough, leading to many traditional financial means not suitable for the field of environmental protection and new energy," wen said.

In addition, wen yibo also called on leading enterprises with large scale and radiation capacity in the industry to form good strategic alliances, cooperate and share, so as to obtain more market opportunities and better resist market risks.

Yi-bo wen concluded, on the eve of the rise of new energy vehicles industry is in China, every practitioner should profoundly realize the importance of core technology, Thornton as practitioners of all new energy industry chain, will be tight grasp the pulse of The Times, "Ming", stick to industry fully technics of green financial cooperation among industry, support the cause of China's new energy development and take-off.

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