For new energy vehicles to rise, core technology is the key

　　The ZTE incident once again exposed China’s weakness in some key core technologies. It is foreseeable that if the core components are not in place in time, ZTE will face a huge crisis. At the same time, the industry, academia, and the entire society are also worried. In the context of the escalating Sino-US trade dispute, is ZTE only the beginning?

　　The answer is not optimistic.

　　Wen Yibo, chairman of the Sound Group, said frankly at the "New Era, New Leasing-Financial Leasing 10th Anniversary Summit Forum" held recently: "my country is a country with a high degree of dependence on foreign oil, and there are many uncertainties in the lifeline of transportation. Sex. If, like the United States sanctions ZTE, one day China’s oil business will also be sanctioned, then China’s economic lifeline may also be in great danger."

　　Wen Yibo believes that the enlightenment of the "ZTE Incident" shows that the biggest criticism of Chinese manufacturing lies in the lack of control over core technologies. With the current domestic new energy automobile industry in full swing, if the new energy automobile industry wants to truly rise, it should start with the breakthrough of core technologies represented by the "three powers".

　　Opportunities and Challenges in the New Era

　　Regardless of whether it is admitted or not, China has indeed been "increasingly closer to the center of the world stage."

　　China is currently the most complete country in the global industrial chain. Wen Yibo pointed out that my country has 39 major industrial categories, 191 medium categories, and 525 sub-categories. It is the only country in the world that has all the industrial categories in the United Nations Industrial Classification, thus forming an unparalleled industrial system with complete industries. .

　　"However, in the past development process, some production capacities were still relatively backward, and industries with high pollution, high energy consumption, and lack of competitiveness still exist." Wen Yibo said that in this case, speeding up the elimination of backward production capacity is an inevitable requirement. The development of advanced manufacturing is an important starting point.

　　At present, my country's production capacity in many fields ranks first in the world, and some fields even exceed the sum of all other countries. For example, the industrial added value is the sum of living countries such as the United States, Japan, Germany, and India. Therefore, my country's manufacturing industry needs to find some "blue oceans" with sufficient width to implement "Made in China 2025" as a starting point to accelerate the leap from rapid growth to high-quality development in my country's manufacturing industry.

　　is an era of rapid change and innovation. China's manufacturing industry must also face and adapt to the changes and impacts brought about by advanced technologies such as network technology, blockchain technology, and 5G networks. As a leader with more than 20 years of experience in the environment and new energy industry, Wen Yibo is known for his forward-looking vision and strategy. He said frankly that in the macro context of the new era, opportunities and challenges coexist. The most important thing for companies to do is to find a large enough "blue ocean" and create a new industry with new tools and new thinking.

　　The call and pain points of new energy vehicles

　　The encounter with ZTE once reminded Wen Yibo of China's new energy industry.

　　He pointed out that my country’s current energy strategy also has weaknesses to a certain extent. First of all, our country is rich in coal, poor in oil, and low in gas. The coal-based energy structure seriously pollutes the environment and affects and endangers human health. Secondly, by 2020, China's automobile fuel consumption will account for more than 57% of oil consumption. Third, my country's foreign oil dependence is approaching 70%, especially in the face of the current complex international situation, and it is becoming more passive and unsustainable. Under this situation, it is an inevitable choice to change the energy structure and promote the replacement of traditional fuel vehicles with new energy vehicles, especially electric vehicles.

　　The current production capacity of China's auto industry is close to half of the global level. However, China's automobile industry is basically still in a foundry state, and core technologies and core components such as high-end engines and gearboxes still rely on Europe, America and Japan. Moreover, most high-end models are only produced abroad, and the domestic production mainly produces low-end and medium-end models. In view of the practice in recent years, the path of "curving overtaking" in the new energy automobile industry is feasible. On the one hand, electric vehicles adopt brand-new technologies, and there is not a big gap between domestic and foreign. The core three-electric (battery, motor, and electronic control) technologies are developing rapidly in China, and other new technologies and models such as unmanned driving, car networking, etc. Is also taking shape. The core hardware part has undergone earth-shaking changes in the past three or four years. For example, power lithium batteries, China has become the world's largest producer and consumer of lithium batteries, and the technological level has gradually approached foreign companies. The safety of lithium batteries, the safety of electric vehicles, cruising range and ease of use have also been quickly resolved. In fact, my country is already one of the countries with the fastest development of the new energy industry in the world, and it is in a leading position in the world in terms of the integrity of the industrial chain and the scale of the industry.

　　Of course, there are still many problems in the new energy industry. "In some places, the proportion of abandoning wind and light has exceeded 50%. On the one hand, we have generated a lot of clean energy electricity, and on the other hand, we cannot use this electricity because of insufficient absorption capacity. , Limited delivery capacity and uneven distribution of time and space.” In this regard, Wen Yibo said frankly that while vigorously developing energy storage and smart energy, and improving the energy structure, it can further solve the development pain points of the new energy automobile industry. Moreover, the development of electric vehicles in the future will drive the development of distributed energy storage, which will play a good role in promoting the adjustment of energy structure.

　　Wen Yibo emphasized that although the country’s policy support for the new energy vehicle industry has been significantly increased, and the development trend of new energy vehicles’ electrification, intelligence, connectivity, and sharing is becoming clearer, its core "three power" technology Breakthrough is the top priority. The "ZTE Incident" has once again sounded the alarm for us. Only by mastering the core technology in our own hands can we achieve real success.

　　Sound’s new energy technology practice and ecological layout

　　Wen Yibo said that the core idea of the "Made in China 2025" plan is the transformation and upgrading of manufacturing, focusing on encouraging the development of high-tech. Everyone is facing major challenges, especially the new energy automobile industry, which requires customization, flexibility, and the Internet of Things. In fact, China has a strong enough foundation in the manufacturing sector. There are opportunities to make breakthroughs and make fundamental changes in intelligent manufacturing, strong industrial base, green manufacturing and high-end manufacturing. Sander is also working towards quality, creation and branding. China needs hard-working enterprises that make changes in technology and models to promote the development of "Made in China 2025".

　　Benefiting from the benefits of relevant policies, as well as the strategic layout of Sander's technology research and development and the ecological entire industrial chain, Sander has gradually become an important force to promote the development of China's new energy automobile industry after several years of exploration and practice.

　　Wen Yibo pointed out that relying on strong financial strength and advanced R&D capabilities, Sander takes the core "three electric" technologies of new energy vehicles as the key direction, continuously invests and accumulates R&D technologies, and continuously promotes product iterative innovation, in a relatively short time There have been remarkable achievements in the country. Not long ago, Sander and Changan Automobile jointly developed automotive products, and Sander exclusively provided key components such as large "three powers" to ensure the mileage and other requirements of customized vehicles. "It can be said that Sander is currently one of the few new energy auto parts manufacturers that can provide both large and small'three powers' in China."

　　If China really wants to realize the new energy vehicle overtaking or changing lanes, it must change the backwardness of traditional cars in engines and gearboxes, and must make breakthroughs in the field of “three powers”. “Electricity” has made a broad-shen layout. "We are building an ecological chain around the use of new energy vehicles and new energy vehicles, including lithium battery platforms, data platforms, multi-energy systems, etc. The battery ecological chain platform includes precursors, cathode materials, battery cell production, battery packaging, and batteries. Management (BMS), battery recycling, battery echelon utilization, waste battery regeneration, etc. Data platforms include battery cloud platforms, easy charging platforms, smart energy platforms, etc. Any physical link can generate data, which in turn will affect us The product enhancement of the company brings certain support." Wen Yibo said. Under this trend, Sander has moved towards a full-platform development stage, creating a new energy ecological chain system for Sander.