Representatives of the two associations automobile industry discuss China's auto industry (I)


Ren Yanfeng, deputy to the National People's Congress and president of FAW Group: The auto industry will continue to grow at a high rate


On March 9th, this reporter interviewed Mr. Yan Yanfeng, deputy to the National People's Congress and chairman and general manager of FAW Group, who was participating in the second session of the Tenth National People’s Congress in Beijing.

As the leading figure of China's largest auto group, Yan Yanfeng led FAW Group and has made rapid progress in the past few years: in 2001 it exceeded 300,000 sales; in 2002, it leapt to a new level of 580,000 sales, sales The revenue exceeded 80 billion yuan; in 2003, it achieved sales and sales of 900,000 vehicles, and its sales revenue reached 100 billion yuan. In 2004, FAW Group also confirmed its goal of breaking 1 million vehicles.

In that year, he was critically instructed to meet with the reporter and frankly expressed his opinions on the current hot issues in the auto industry at the age of 38, who was the general manager of the new FAW Group and was called “Marshal”.

Reporter: The government work report puts forward that China’s economic growth is expected to be about 7% in 2004. Will this affect the rapid growth of the auto industry?

Yan Yanfeng: I think that the 7% economic growth target will not affect the development of the auto industry. In recent years, the growth of the automobile industry is about four times that of the GDP growth rate. This rapid growth of the automobile industry is mainly due to the fact that China's per capita GDP has reached US$1,000. Per capita GDP between $1,000 and $3,000 is a period of rapid growth in the automotive industry. In the future, the growth of the automotive industry may not be as much as four times the GDP growth rate, but I think that three times is still very likely. In this way, the auto industry will grow at a rate of 20% every year in the future, which is still quite high speed.

The 20% increase may make the automobile industry structure change. In addition, this government work report puts forward a very important scientific concept of development. The economy does not rely on investment to drive, but it is driven by consumption. This will drive all aspects of development, and the automobile industry will benefit from it. Growth will not decrease. Down.

Reporter: As the largest auto group in China, FAW will use its own efforts to get cars into more Chinese families.

Yan Yanfeng: FAW Group's slogan is "the first car, the first partner", what is the car? We believe that cars are friends. Businesses and companies, between businesses and society, and between businesses and users should all be partnerships and friends. In this government work report, it is proposed that the investment type will be driven more into a consumer-type pull, and the increase of spot consumption will be proposed. As a car company, this is a great opportunity. I feel it's my duty to do it with everyone. How to convert the current car, a large consumer product, into a current, small, and acceptable consumer product, so that people with limited economic ability like college students can realize car dreams. This is my partner and I are considering We will introduce effective measures in terms of products, credit, etc.

Reporter: Many people now think that investment in the automotive industry is overheated. Many private capitals have entered the auto industry through a "backdoor" approach. How do you view this phenomenon?

Yan Yanfeng: I think that investment in cars has not yet been overheated: First, the increase in China’s auto industry is huge, with 1 million new cars added every year. However, our total amount is still very small, and we have only 2 million cars each year. Second, With a high degree of concentration, cars are concentrated in several major areas. If used cars are well-made, they can be extended to other areas through high-concentration areas of one-handed vehicles, which can maintain the continued rapid development of the first-hand car market. From an investment point of view, I think that the focus is on which direction the new capital should invest in, and should pay attention to the industrial structure.

In addition, it is now a market economy. If the new investment is its own money, then we do not need to comment. Everyone will count their own account. FAW has already entered a market economy and we are willing to develop in a competitive environment.

Reporter: In the revitalization of the old industrial base in Northeast China, how can FAW Group play its role?

Yan Yanfeng: There is a lot of content in the 11th document of the central government's revitalization of the Northeast, which is related to the automotive industry. As an old state-owned enterprise located in the northeast, FAW has great responsibilities to bear. In my opinion, the role of FAW Group in this respect can be described as “inspiriting”: “pushing wave” is active and takes the initiative to play its role; “helping” is driven, integrated into this environment, and accepted The promotion of other industries.

In recent years, FAW will complete investment of 20 billion yuan in Jilin Province and most of it in Changchun City. This investment is very strong. The city of Changchun will have an annual capacity of 1 million cars. In terms of the scope of the whole world, it concentrates on one area of ​​a city and has an annual output of 1 million cars. This scale can be counted as one of the best. Detroit has a large output, but it has a lot of car factories, and its layout is very open. German Wolfsburg also produces 700,000 cars a year. The annual output of 1 million vehicles in Changchun is very large, and logistics, steel, transportation, and parts and components must be entered. In addition, these vehicles have to be sold nationwide or even partially exported, which in turn will drive the growth of many industries.

FAW has many core laboratories, such as virtual reality laboratories, environmental laboratories, and aluminum direct-injection V6 engines cooperating with Toyota, all established in Changchun; in addition, a joint venture with 27 parts and components will soon be available. The establishment of the world's largest component manufacturers saw the annual production of 1 million cars in Changchun, and enthusiastically paid for investment. The driving role of FAW soon became apparent. Our current sales have reached 100 billion yuan, which is a driving force of 230 billion yuan for the downstream, and 67 billion yuan for the upstream.



National People's Congress Deputies, Miao Wei, General Manager of Dongfeng Motor Co., Ltd.: Meeting the Automotive Society with a Scientific Outlook on Development


The rapid growth of the automotive industry and the related problems that this brings have become topics of greater concern during the two sessions of the country. In this regard, the National People's Congress, Miao Wei, general manager of Dongfeng Motor Co., Ltd. believes that we must use a scientific concept of development to understand and solve the current problems encountered by the automotive industry.

Miao Wei believes that at present, the automobile industry plays an important role in the economic development of our country, and the automobile society has arrived earlier than expected. The 16th National Party Congress put forward a grand blueprint for building a well-to-do society in an all-round way, and elaborated in detail the specific standards for a well-off society. According to the strategic goal of quadrupling the total GDP, by 2020, China's annual economic growth rate will remain at more than 7%. Last year, China’s economic growth rate reached 9.1%, and it achieved great development goals in the first year of victory. Whether this growth rate can be maintained in the long-term depends on whether China can maintain the external environment of coordinated economic development for a long time, but also depends on the process of optimizing and upgrading our industries, and especially on whether we can cultivate a batch of people within a short period of time. A strategic industry that has international competitiveness and can drive the economy to continue to advance rapidly.

As an industry integrating steel, machinery, glass, petrochemicals, nonferrous metals, electronic information and many other products, the automobile has a strong market demand, a huge industrial scale, a high degree of absorption of the employed population, and a high degree of modern scientific and technological achievements. Convergence has determined its strong driving role in promoting economic development. Based on international development experience, it has been claimed that the automobile industry is a "1 to 10 industry", that is, for every one percentage point increase in the automobile industry, it must drive the related industries to grow by 10%. Therefore, in the transition period when China’s industrial structure changes from “light” to “heavy,” we must seize the strategic opportunity for the reorganization of the international auto industry to promote the sustained, rapid, and healthy development of the auto industry, and promote the sustainable development of the national economy. The goal of building an overall well-to-do society is of great significance.

At present, the development of China's auto industry is encouraging. The explosive growth in successive years has increased China’s auto production by one per annum. The auto industry’s “tenth five-year” planning target has been achieved ahead of schedule, and the growth of private car buyers shows: “ The Chinese automobile era arrived earlier." In 2003, China’s per capita GDP exceeded the 1,000-dollar mark for the first time. This is a very encouraging figure. Experience has shown that $1,000 is the starting line for the accelerated development of the auto industry. Over this starting line, the automobile will be transformed from a "luxury product" owned by a small number of people into a consumer product pursued by ordinary people. The auto industry will enter the period of accelerated development. Last year, the automotive industry's operating data is enough to prove this. The annual production and sales of automobiles exceeded 4.2 million vehicles. Behind this figure was 431 billion yuan in industrial output value, 452.9 billion yuan in sales revenue (only vehicle companies, excluding components and related industries), and direct absorption of 33 million jobs (accounting for With 1/7 of the urban population employed, the automobile has been listed as an engine for rapid economic development along with telecommunications, energy, and real estate, and has become a major pillar industry of the national economy.

Judging from the people’s feelings, “having a self-owned car” is becoming the goal pursued by millions of Chinese families. The composition of China's auto consumption also confirmed this to us. In 2003, the proportion of private cars in China’s car consumption has accounted for 75% of the total, and cars ranked second in consumer spending in urban areas, second only to housing. Some foreign companies exclaimed: "The Chinese automobile society starts ahead of schedule!"

However, Miao Wei also analyzed that the early arrival of the automobile society has brought us surprises and puzzles. The early arrival of the automobile society has brought great changes to our lives, but it has also brought about a series of unexpected problems. The most prominent are three: First, traffic congestion; Second, air pollution; Third, the potential crisis of energy. Without addressing the “three major bottlenecks” that constrain development, China’s auto industry will not be able to achieve sustainable development and thus affect the sustainable development of the national economy. Then, how to solve these problems? Miao Wei said that in accordance with the scientific concept of development, with development methods to solve the high-speed growth of the automotive industry and the car related to the coordinated development of society.

For the problems brought about by the popularization of automobiles, we must be clear-headed and rational. We must not allow food to be crippled, restrict development, or turn a blind eye to failures. It is necessary to use new ideas and new ideas, make use of the situation, make overall plans, and use development methods to solve the problems in progress. Only by breaking these "bottlenecks" can the road of "cars enter the family" be unimpeded.

Miao Wei stressed that the arrival of the automobile society is unstoppable. How to welcome the arrival of the automobile society and create a better environment for the automobile society will require the joint efforts of enterprises and the government. Of course, we need to establish a scientific concept of development from the perspective of ideas.

NPC deputy, vice president of SAIC, general manager of Shanghai GM Chen Hong: The future will be dominated by domestic companies


As to whether the Chinese auto industry should develop its own brand and how to cultivate its own development capability, this reporter interviewed the National People's Congress deputy, SAIC's vice president and general manager Chen Hong of Shanghai GM.

Reporter: Nowadays, Chinese auto companies generally use the brands of multinational companies and have few independent brands. What are the reasons?

Chen Hong: What brand a company uses is determined based on market changes and user needs. Leaving these empty brands does not make much sense.

China’s auto brands are currently dominated by joint venture brands. The formation of this situation has historical reasons. Although China’s auto industry has developed for 50 years, it has been developing very slowly in the 30 years before the reform and opening up. After the reform and opening up, the country has determined that the auto industry can introduce foreign capital, management, and technology to promote the leap-forward development of the Chinese auto industry. policy. From this point of view, the joint venture brands have historically formed a dominant position, but at the same time this is also the result of reform and opening up.

Looking back at the history of China’s automobile industry for 50 years, it has really developed in the environment of reform and opening up, but it has been 20 years; it has really developed under the socialist market economic system for only 10 years. The history of the development of the foreign auto industry under the conditions of a completely competitive market economy has reached a century, and the market economy system has a tremendous role in promoting the development of the auto industry.

At present, the competition in the Chinese auto industry is still insufficient. With the improvement of the market economy system, I believe that the Chinese auto industry will gradually mature. The market economy system consists of three basic elements: openness, fairness, and competition. In this environment, all brands can participate in the competition in the Chinese auto market and can localize production and operations in China. What is a brand? What is its role? I think the brand connotation contains three aspects: First, the brand is a tool, it can expand the interests of the joint venture parties, gaining benefits, companies can use the brand to better communicate with consumers; Second, the brand must get the market and consumers Third, the brand must be backed by the overall competitiveness of the company, including the company's development, marketing, supply chain, manufacturing and other aspects, without these, the brand is just a symbol, meaningless.

Reporter: Do you think we need to develop our own brand?

Chen Hong: As an enterprise, we are more concerned about improving the company's own core competitiveness. However, as a member of the Chinese automobile industry, Shanghai GM is also shouldering the historic mission of advancing the development of China's auto industry. I have never dared to forget this.

Reporter: Joint venture brands are becoming more and more powerful, which means that the future development of self-owned brands is getting smaller and smaller. Do you think that the Chinese auto industry will have the opportunity to cultivate its own brands in the future?

Chen Hong: From the perspective of the development of many industries in the world, the opportunity to create brands has always existed. I firmly believe that the development of the Chinese automobile market to a certain scale will inevitably be dominated by domestic companies. Internationally, it is predicted that China will surpass North America in 2025 and become the world's largest automotive market. I don't think it will take so long.

Reporter: Does this mean that with the continuous development and growth of the Chinese auto market, there will be a large number of independent brands in the future?

Chen Hong: What kind of brand companies should use in the future should pay attention to three aspects: First, the market and what brands consumers need. For example, South Korea and Japan have many private brands, but all of them are English names. This is where the value orientation of consumers plays a role. Second, whether the use of a certain brand can help investors quickly expand their interests. Third, is it beneficial to develop new brands? Improve the overall competitiveness of the company.



NPC deputy, Vice President of China National Weapon Equipment Corporation, President of Chang'an Group Yin Jiaxu: Chinese companies should have their own brands


"At the two sessions, many representatives proposed that attention should be given to the hollowing out of core technologies in China's pillar industries. Everyone feels that Chinese companies should have their own independent brands and should devote themselves to developing their own development capabilities." March 10, morning The National People's Congress deputy and chairman of the Chang'an Group, Yin Jiaxu, who is currently attending the two sessions in Beijing, said in an interview with this reporter.

He pointed out that as a Chinese company, while pursuing the maximization of its own interests, it should also consider social benefits. He said: “This time I mentioned a few proposals, one of which is to strengthen independent development and foster independent brands to prevent the core technology of the automotive industry from becoming hollow. In the past few years, Chang’an has been engaged in independent development. We have already done this work. In 4 years, the whole process can now be disclosed to everyone."

Yin Jiaxu revealed that the first car (an urban RV) independently developed by Changan with its own independent intellectual property rights will meet with the audience at the Beijing International Auto Show in June this year. It will also be held at the end of this year, next year in June and the following year. There are 3 other self-developed models available. He said that as early as four years ago, Changan decided to cooperate with top car design companies and engine design companies in Italy and Germany to start development of various models including the first urban leisure car. In the process of developing these new cars, Changan always adhered to the principle of moving from joint development to independent development. From the initial participation to do some design work, and then to the third and fourth new cars, Changan took the lead and assumed more than 50% of the development. Design work, step by step, and ultimately achieve the purpose of self-development. "In the development process, Chang'an is involved in the entire process, and it is necessary to own property rights and to possess knowledge. This knowledge is the ability to develop independently, and ultimately realizes the complete independent development of Chang'an Automobile." said Yin Jiaxu.

Yin Jiaxu told this reporter that by 2007, Changan will own no less than six self-developed vehicle platforms, and that the sales of independent brands in the entire group will be no less than 50%. It is reported that, at present, Changan is working with a German engine design company to develop a 2.0L engine, and will extend down to 1.8L, extending up to 2.2L.

However, Changan, who insisted on self-development, also encountered frustration. Yin Jiaxu said: “The biggest problems that we have faced in our own development are several: First, the state’s policy support for the development of independent brands by enterprises is not much. For example, we have established an overseas technology center in Italy, but we must put the results of this center. When returning to China, we need to pay 17% of the value-added tax; we need to pay high tariffs when we transport prototypes abroad, resulting in higher prices per vehicle than imported high-end vehicles; secondly, many companies are afraid to talk about it. Independent development is not their lack of sense of responsibility, and the reason is also related to our company's assessment system and accounting system.The development costs of domestic enterprises must be included in the current year's corporate costs, while foreign countries can gradually amortize within 5 years, plus the current assessment companies. When leading, the main focus is on profit, not on the long-term sustainability of the company's ability to develop. Therefore, many companies have no enthusiasm for investing heavily in independent development. Third, at present, China's consumer culture, consumer psychology, and consumption concepts are deformed, for example, many Consumers are reluctant to see Chinese characters on the car body. We must know that the word square is on the land of China and It is a disgrace! "

It is reported that Changan's sales volume is expected to reach 500,000 units this year and its sales volume will reach 30 billion yuan, achieving the goal of “rebuilding a Chang’an in three years” in advance.



NPC deputy and chairman of the board of directors of Hafei Group Cui Xuewen: There is an opportunity to develop independent brands


When talking about self-owned brands in the Chinese auto industry, people will definitely mention Hafei Group. As chairman and general manager of Hafei Group, and as a representative of the National People's Congress, Cui Xuewen naturally receives a lot of attention. During the two sessions, this reporter interviewed Cui Xuewen. He had just returned from abroad to attend the meeting. Although the time difference has not yet been reversed, Premier Wen’s report has been read several times.

Premier Wen Jiabao mentioned in his government work report that China’s economic growth rate is expected to be 7% this year, which will enable the economic development express train to run steadily. Cui Xuewen believes that the development of the auto industry is consistent with the country’s overall economic situation. On the one hand, the phenomenon of “overheating” should be avoided. However, we must also pay attention to protecting the enthusiasm of all aspects of the development of the economy and avoid drastic fluctuations. The auto industry has great influence on the upstream industry and downstream industries. If the development is restricted, it will definitely affect the economic balance. For all parties investing in the automotive industry, Cui Xuewen believes that there is no need to worry too much about the entry of private capital. Naturally, there will be markets to test it.

Cui Xuewen said that there is no doubt that today has reached the era of automobile consumption, and the people’s desire for auto consumption is “radu can not stay”, the government should consider how to do a good job of the big environment for car consumption, such as solving parking difficulties, roads Problems, lifting various restrictions on car consumption, etc. As the leader of automobile production companies, Cui Xuewen also called for the introduction of auto consumption policies and auto industry policies as soon as possible.

When interviewing Cui Xuewen, he had to talk about self-owned brands. From the beginning of the development of the Chinese auto industry to today, the discussion on this topic has never stopped. As one of the few companies in China that adheres to its own brand, Hafei Group's “China-Italian Road” has always made Cui Xuewen proud.

"If we do not engage in independent development, we will not have our own brand, and we will not be able to form our own core competitiveness without independent intellectual property rights. Any company wants to become bigger and stronger, and enterprises must start from the brand. Which of the world's top 500 does not have its own? Brand? Brand is the soul of a company. Without a brand, a company can't have its own culture. It can't really become bigger and stronger."

When it comes to independent brands, Cui Xuewen always feels a little excited. After all, under the big environment of the Chinese auto industry, it is not easy to develop independently and adhere to independent brands. However, regardless of the difficulties encountered, Cui Xuewen never gave up the idea of ​​"mainly based on me."

Cui Xuewen loves to say two things. One is "If you do it, you have a chance" and the other is "When the right thing is done, it's not too late." "Without his own brand, the number of cars built is the glory of others." Cui Xuewen very much agrees with this view, and this is also his actual experience.

He believes that if China's auto companies want to stand firm, they must follow the rules of the development of the world's auto industry to open up markets, develop products, and have the same level of dialogue with multinational companies. There is a view that the Chinese auto industry has not yet had the ability to create its own brand, and Cui Xuewen does not agree. From the capital point of view, the auto industry has grown up to the present and has accumulated a good amount of money. Moreover, there is still a lot of capital that wants to get involved in the automotive industry. Technically speaking, the Chinese auto industry has developed for so many years, from imitation of mapping to technology introduction and digestion. Absorption, you can also go to the international community to buy, fully equipped with the ability to independently develop. Cui Xuewen has always felt that the process of independent development is not as long as some people say. "The Japanese did not make cars at that time, followed Americans, and South Korea followed Japanese studies. Now it's all coming out. It's not complicated. It is not impossible, but some people do not want to do it," said Cui Xuewen. After all, a joint venture producing other people's products, earning money quickly, and stimulating local employment and taxation, seems to be a good thing to do, but it is a question worth pondering if it can develop in the long term.

In Cui Xuewen's opinion, self-owned brands do not mean that they have to do anything on their own. Independent development does not mean that they are all ethnic, and there are no traces of foreign countries. Now that the economy has become globalized, it is entirely possible to integrate global resources. Bodywork, chassis, and engines can all use other people's superior technologies. As long as we are in the middle of the development process, we will use our own brand and hang our own brand.

For the Hafei Group itself, Cui Xuewen has a very sober and sensible understanding. Now that Hafei has engaged in independent development, both inside and outside are under pressure. This road is too tired.

Cui Xuewen believes that in this fiercely competitive automobile consumption era, Hafei faces more than three futures: first, bankruptcy; and second, being merged and reorganized, which means that Hafei Motor has lost its own brand, but also Can survive, but also support a group of people; Third, bigger and stronger their own brand, survive, and participate in competition with multinational companies. Of course, Cui Xuewen certainly wants to lead the company to choose the third prospect. The independent development he has advocated is not blindly arrogant.

“We also want joint ventures and cooperation, and we must have the opportunity to seek cooperation with the world's largest multinational companies. We must adhere to the 'China-Italian road' on the one hand, and we must enhance our brand, research and development capabilities, management, and marketing through joint ventures and cooperation. The idea is to go both ways."

Cui Xuewen stated that independent development is not an easy task and that the establishment of a brand is a long-term accumulation process. Cui Xuewen said that the time for Hafei to produce cars is still very short, and the corporate culture is constantly accumulated. The formation of its own brand connotation is what Hafei must do now. thing.

As a representative of taking the road of independent development, Cui Xuewen also called for problems in the development of autonomous systems. To engage in independent development, there should be policy guidance and sufficient incentives for enterprises to benefit. For example, to develop an independent brand, there should be some policy support in the project and taxation, so that everyone has a sense of sweetness.



National People's Congress Deputies and President of Changhe Aircraft Group Co., Ltd. Yang Jinyu: If you want to develop, you must advance


“Standing on Chang’an Street, most of the cars on the road are foreign brands or joint venture brands. The Chinese auto industry has been engaged for 50 years. How many things do we have in the end?” Just returned from the Geneva Motor Show and participated in the national capital in Beijing. The National People's Congress representative of the second session of the Tenth National People's Congress, chairman and general manager of Changhe Aircraft Industry Group, and Yang Jinxi, chairman of Jiangxi Changhe Suzuki, were interviewed by this reporter and said with emotion.

The Geneva Motor Show gave Yang Jinsuo a lot of feelings. He said: "The Geneva Motor Show has several obvious features. We can understand the development trend of the world's auto industry, and we can also see where the gap in the Chinese auto industry is: First The Geneva Motor Show attracted all the major auto manufacturers in the world, and many auto design companies and parts companies also participated in the show.The auto companies exhibited many new products, many concept cars and serialized products. The trend of intelligent cars is becoming more and more obvious; Third, diesel cars are generally used diesel engines, and the proportion of diesel vehicles is 20% higher than that of gasoline vehicles, and their cars, including large-displacement vehicles, adopt manual mode. The price of fuel is 30%-40% lower than that of gasoline engines, fuel economy is also better, hand-rows are also more fuel-efficient, and full of driving pleasure; fourth, European emission standards are transitioning from Euro III to Euro IV, and by 2006, All will adopt the Euro IV standard."

As for the Chinese auto industry's need for its own brand, Yang Jinxi said: “At present, the Chinese auto industry still follows other people’s steps and cannot follow the pace of others. To develop, we must take a step forward. I think the best way is. It is to form alliances with large multinational corporations, introduce technologies, decompose, digest, absorb, absorb, innovate, and optimize, and borrow others' platforms and technologies to develop their own development capabilities and independent brands."

“The foreign automobile industry has gone through a history of more than a hundred years. We cannot start from the same old path again. Capital, technology, time, etc., are not allowed, and the technology is without borders. The key is to see who owns the technology. “Yang Jinhao believes that “our biggest advantage now is that after China's accession to the WTO, China has a huge market and it is very attractive to foreign companies. All major companies need to find partners in China if they want to gain something in China. To achieve localization, therefore, Chinese auto companies should seize the opportunity to do a good job of absorbing and digesting technology, and take each individual's command to develop itself."

Yang Jinlu believes that the development of independent brands should be carried out step by step. He said that the CEO of Suzuki Corporation of Japan had revealed that Suzuki would have to develop a team of 500 people if it wanted to develop completely, and its car sales had to reach 2 million or even 5 million, otherwise only a low-level team could be established. This shows that independent development is not an easy task and that there must be a lot of time, technology and capital accumulation.

The "Two Conferences" government work report put forward a 7% economic growth target. Yang Jinlu thinks this is the country's hope that all aspects of society can coordinate development. For example, the production and sales of automobiles in China have gone up, but many basic industries have not gone up, such as steel plates, electronics, chemicals, and fuel oil, which directly affect the competitiveness of the automotive industry. "In the end, the development of the auto industry depends on the adjustment power of market demand."

Yang Jinjun also appealed that the state should encourage the development of mini-cars and small cars, and the restrictions on mini-cars should be abolished everywhere. Small cars are not technologically backward, they are cheap, and their fuel consumption is low. If the state supports them, farmers and the working class can afford it. This is one of the hallmarks of a well-to-do society. Currently, the clothes, food, and shelter of the people can be easily solved. Now it is necessary to solve the problem. It is unrealistic for 1.3 billion people across the country to buy large carts, which is inconsistent with the trend of energy saving and environmental protection in the international community. China’s national conditions are characterized by a large number of people, low income, and lack of resources, which determine that priority should be given to the development of small-displacement cars.

Yang Jinlu revealed that at the Beijing International Auto Show held in June this year, Changhe will launch five new models at one time. In the future, Changhe will consolidate its own mini-cars and make its way into mid- to high-end cars and MPVs. It is reported that some of the five new cars to be exhibited will have 2.0L displacement.

Self-owned brand is more than just a trademark

Interview with Liu Weidong, deputy to the National People's Congress, deputy general manager of Dongfeng Company and general manager of Shenlong Company


Shenlong company has a very loud slogan: "Creating the first Chinese car brand", some people think that for a joint venture company, this "brand" is not its own brand. Some people even suggested that a joint venture like Shenlong is not an activist who shouted "own brands." Is it true that the joint venture is "concerned with the status quo"? During the two sessions, deputy general manager of Dongfeng Corporation, the deputy to the National People's Congress, and Liu Weidong, general manager of Shenlong, spoke to reporters about his views on independent brands and self-development.

As an automaker, Liu Weidong said that developing his own brand has always been his dream. Whether driven by national pride or the needs of the automotive industry, Chinese auto companies must also engage in independent development and engage in independent brands. Now, the automobile industry, especially the car industry, has developed rapidly. It has been suggested that the Chinese automobile industry now has the strength to compete with multinational companies and it is time to “close the dog”.

Speaking of this point of view, Liu Weidong shook his head: “This mentality is understandable, but the actual situation is far from the case. I agree with the general manager of FAW Yan Yanfeng that the Chinese auto industry must be tolerant to loneliness. This process may require ten. Years, 20 years."

The reason why this is said is due to Liu Weidong’s unique understanding of “individual brands” through his experience in the automotive industry. Liu Weidong believes that the self-owned brand includes several aspects. First, the brand must be its own and registered in China. Second, the brand's intellectual property must be our own. The brand must also have a corresponding reputation in the country and form a product line. In addition, the brand must be expressed in Chinese, or at least in Hanyu Pinyin. In many people's minds, brands and trademarks are two more confusing concepts. Liu Weidong believes that to talk about self-owned brands, we must first clarify the meaning of the brand. We must clarify that the brand is a concept rich in content, it should be in the trademark Concept.

In foreign countries, the brand's development has also gone through several stages. At the very beginning, a model may have been named after the founder's name or concept. Later, with the advancement of technology, all-round development of the product will gradually sublimate the brand code into a brand. Brand is not only a symbol, a trademark, but through the services of auto manufacturers, through a full range of operations, allowing users to form a belief, "The user will immediately reflect in the mind of the company when they see the company's logo or graphics. What are the characteristics of this company, what proprietary technology, can provide users with what kind of trust. Not to hang up a code name called the brand, the brand to be recognized by the user, the test of time, it takes a long time to form A word of mouth.” Liu Weidong's interpretation of the brand's connotation also explains that he believes that China is still very difficult to have a truly independent brand view. “Now the Chinese are a bit hurried and it is easy to form a trademark, but the brand needs a wide range of identification and long-lasting vitality. It takes a very long time to form the brand and it must be 'lacking loneliness’.”

As the leader of a joint venture, Liu Weidong learned more and more about the manufacturing level of European auto companies. “The more you know, the greater the gap is. It is not like some people think that you can already 'drive away' foreigners. We must go it alone and competition with foreign countries must go through three phases: learning, competition, and surpassing. Now we must be good students. Since we have seen the gap, what is the biggest difference? "The biggest gap is in research and development," said Liu Weidong. The core content of self-owned brands is proprietary technology, and now domestic auto companies do not have their own proprietary technologies, so that they can not form a brand with lasting vitality. Liu Weidong frankly stated that at the beginning of the joint venture, our idea was to use the market for technology. After a joint venture during this period of time, we should say that we have obtained a part of technology, but it may be more merely that we use the market for production. This may also be the reason why some people are not optimistic about joint ventures. “We used to do trucks and spare parts. Through joint ventures, we knew at least how to make a sedan. The car has been developed for more than 100 years. It has formed a standard through the accumulation of a lot of experience and formed a corporate standard. We are lacking. It is the experience. Now is the process of accumulating experience. This process is inevitable and should not be impetuous.” The second gap, Liu Weidong, believes that it is lagging behind in some emerging industries, especially electronic control. Although the localization rate of many models exceeds 90%, most of the core products are not domesticized. Many suppliers still need to import parts and the core technology has not yet been learned.

The independent brand must be developed. Liu Weidong is also very positive. He said that in addition to learning, Dongfeng Company is actually doing a kind of “grafting” work and is also committed to shaping Chinese brands.例如现在的产品叫东风雪铁龙、东风标致,“我们在做的事是要把东风培养成自己的品牌。在用户的观念里,东风只是一个卡车的品牌,随着东风雪铁龙、东风标致、东风日产的出现,用户也会形成东风是轿车品牌的观念。通过合资企业良好的产品和服务,用户对东风品牌也会形成口碑,在将来,'东风'就会成为我们当之无愧的自主品牌。别人花了几十年才形成品牌,我们想花几年就做成是很难的,只能一步一个脚印,坚持去做。”

刘卫东还有一个感叹:“随着中国加入WTO,各大跨国公司,特别是欧美的企业从自身的利益出发,都愿意到中国来进行本地化生产,并且,为了在竞争中占上风,他们不得不把最先进的产品和技术引入中国,这也是我们学习的绝好机会。

“可是,现在存在一个问题,他们怕我们不学,可我们是不是真能学到。”刘卫东举例道,他们的合作方PSA集团派了很多专家在中国工作,把最好的技术往中国输送,可是中方可能还没有真正解决学习体制的问题,比如在技术人员的待遇上,虽然近些年有了很大提高,但他觉得还远远不够。“一个汽车专业的大学毕业生要想真正进入研究领域,要想成为专家需要数十年的时间,只有循序渐进地培养才能积累企业后劲,还是那句话,汽车工业三年、五年就想做好是不可能的。”

最后,刘卫东开玩笑地说:“不要怕跨国公司都进入会分完了我们的市场份额,车是卖不完的。”中国汽车工业还是比较落后,要通过外资的导入来加剧市场竞争,这对中国用户是有利的,对制造者也是有利的。只有竞争才能使跨国公司把最好的东西拿进来,才能通过学习培养中国的人才。“只要把技术掌握了,就可以创造能够参与国际竞争的自己的品牌。”



目前谈自主开发还为时过早

访全国人大代表、广州本田执行副总经理曾庆洪


两会期间,本报记者就“汽车自主研发”等问题采访了全国人大代表、广州本田执行副总经理曾庆洪。

曾庆洪说,汽车产业必须大力发展,国家相关政策要倾斜。几年来我国经济发展始终保持稳定的增长,其重点还是要进一步拉动内需,把中国人存钱的习惯转化成消费习惯,而消费的重头戏应该是汽车消费,

2004年我国汽车产销有望达到550万辆,其总营业额将达到10000亿元,其中流转税、购置税两项的国家税收也将达到2554亿元,还有1000亿元利润的所得税300亿元。

曾庆洪说,汽车工业是一条庞大的产业链,汽车工业的发展带动了钢铁、机械、化工、橡胶、电子、科研以及汽车服务业、汽车保险业、汽车金融业的蓬勃发展。给国家与企业带来了巨额的税收和利润并提供了无数的就业机会。

要大力发展我国的汽车工业,首先要解决阻碍我国汽车工业发展的瓶颈。

曾庆洪说,这次总理的报告确实很有特色,很有创新,充分表达了人民的愿望,特别是经济发展这一块,对汽车业来说是个非常好的发展机会。为此,他向本次大会提交了“关于汽车消费政策的建议”的议案。议案包括扶持发展汽车信贷、降低汽车购置成本、降低汽车使用成本、 优化汽车使用环境等四个部分,以解决中国汽车工业发展的瓶颈。

谈到汽车的自主研发,曾庆洪认为这确实是一个很重要的问题,但是规模更重要,没有规模,支持不了开发费用。现在只有几万辆的开发还是为时过早。现在是先消化阶段,然后才能开发再开发,等到了一定程度和规模的时候再搞自己的开发,就会容易得多。

曾庆洪说,品牌对一个企业的发展至关重要,他支持发展中国汽车自主品牌,但是,建立自主品牌要有一个过程,要分步实现,不是一天两天就能够实现的。虽然近几年中国的汽车工业发展得很快,去年产销量双双突破400万辆,但是,这一产量还不足一家国际跨国汽车集团的年产量。通用汽车去年的产量上千万辆,丰田汽车接近700万辆,福特汽车比丰田汽车略少一些,也接近700万辆,都超过了中国去年全年的产量。与外国相比,国产汽车平均单价相对比较低。1994年国家就把汽车工业定位于支柱产业,但是到目前为止,我国的汽车工业离支柱产业还有相当大的差距。他说,品牌要讲含金量,建立品牌首先要有自主开发的产品,这个产品还要达到一定的规模效应,才能称得上是一个成功的品牌。

曾庆洪认为,目前之所以许多国内企业没有自主开发的动力,关键是汽车市场规模还不够大,平均单车开发成本较高。等到汽车市场规模达到年销量800万辆时,企业就有了自主开发的动力。按照现在的发展势头,大约到2007年或2008年就可以达到年产800万辆的规模。

曾庆洪认为,对于中国汽车工业来说,目前更紧迫的任务是,尽快实现汽车原材料和零部件的采购本地化。国内轿车厂家目前使用的钢板还大量需要进口,许多汽车关键件和零附件也需要进口。2000年仅汽车产品进出口逆差就接近百亿美元。另外,要加快对这些原材料和零部件的国内权威认证。



国债减发对重卡有影响

访全国人大代表、中国重汽集团董事长马纯济


在接受本报记者采访时,全国人大代表、中国重汽集团董事长马纯济表示,今年国债减发300亿元将对汽车工业特别是重型汽车工业会产生一定影响。

马纯济说,无论搞什么工业,国家的宏观政策是最重要的影响因素之一,国家经济快速健康的发展,对汽车工业是一个好的信息。而国家对交通、钢铁、煤炭、运输及基建项目投资的变化,对汽车工业的发展会有重要的影响,特别是重型汽车。

马纯济说,2004年国家把国债资金从原来的1400亿元调整到1100亿元,国家在基本建设方面的投资减少了,但是社会投资在不断增加,这样来看,虽然重型汽车不会像前几年那样火爆,但也不会下滑的太多。

东北老工业基地的振兴、西部大开发、北京奥运会以及上海的世博会等对他们都是重大的发展机遇。

会议期间,马纯济就行业准入问题提出了议案。他呼吁,国家应尽快出台科学的、严格的汽车行业准入标准。他说,有一些企业什么条件都不具备,买些零部件在那里装配产品,然后与有实力的企业进行竞争,这样一来不仅扰乱了市场秩序,也损害了用户的利益。

谈到对温家宝总理的政府工作报告的感受时,马纯济认为,总体上看体现出一种理念:就是以人为本,以民为本。

他说,本次政府工作报告将为人民服务落到实处,这是一个历史性的进步。企业的发展理念同样要以人为本,人本观念应该渗透到企业的每一个角落。

马纯济认为,不断优化企业的资本结构、不断调整企业的产品结构、不断深化企业的管理水平是当务之急。结合中国重汽集团,他说重汽的前一次重组解决的是生存问题,目前正在进行的重组,解决的是发展问题,最终实现产权制度的多元化。

关于重组,马纯济说,最终实现机制转换是企业改革的主导方向。在重组问题上要大胆推动,尽快实施。重组中需要把握好三个问题,一是产权制度多元化,按照规范的机制去运行;二是生成一种企业的产品、效益不断提高的内在动力;三是改制之后要有重大的指导思想的转变,即国有企业既要对国家负责,还要对公民负责。

马纯济说,重汽的目标是做大做强,要建成国际知名、国内任何企业不可替代的汽车企业。当国际国内市场形势好的时候,重汽应该有超常规、大跨度的发展;当市场平稳增长的时候仍然要保持相当的增长速度;当市场出现负增长的时候能够保持上升的势头。经过一两年的奋斗,重汽要进入国际重型汽车前10名。

2003年,中国重汽商用车公司经济指标实现大幅增长:销售收入为8亿零92万元,同比增长86.82%;利润为1310万元,超额完成年度指标;整车项目从无到有,产销双双跨上千辆台阶。



汽车繁荣背后有隐忧

访全国人大代表、安徽江淮集团董事长左延安


“中国的汽车工业已经整整走过了50年的岁月,近几年取得了突飞猛进的发展,2003年汽车已经成为我国工业的第五大支柱产业,对整个工业利润增长的贡献率位居各行业之首,全年销售汽车439万辆,增幅约34%,位于世界第四位。但在繁荣的背后,仍存在很大的隐忧,突出的表现就是汽车产品自主开发能力弱,自主品牌在市场上的竞争力不强。”日前,全国人大代表左延安在接受记者采访时表示。

左延安认为,在中国汽车生产企业的布局中,所谓的“3+9”格局也仅仅是表面现象,它们的身后实际就是跨国汽车巨头“6+3”的强力支撑,即通用、福特、戴姆勒-克莱斯勒、丰田、大众、雷诺-日产6家跨国公司,以及相对独立的本田、标致-雪铁龙和宝马3家公司,这9家公司的汽车年产销量占世界总量的92%。在中国,“6+3”的合资公司控制了中国95%以上的轿车市场,而核心技术均掌握在他们手中,我们的厂商具有自主知识产权的产品屈指可数,大部分是在组装国外的车型,自主研发能力相当薄弱。

“自主研发能力的薄弱在一定程度上造成了民族汽车品牌的市场弱势地位,这一点在乘用车领域表现得极为明显。”他说,目前我国共有轿车企业30余家,其中15家企业为中外合资企业或者中外合资企业为主,所生产的产品均为国外品牌的轿车;而另外15家企业当中,真正民族品牌或引进技术所生产的轿车,其总量只有约38万辆,仅占全部国产轿车销量的19%,占国产汽车总的市场份额不到9%。从轿车企业排名上看,以生产销售自主品牌为主的企业,只有天津一汽夏利和奇瑞跻身国内轿车“十强”,分列第四、第八位,其余大都在第15名以后,自主品牌轿车及其生产企业的状况不尽如人意。

而在国外成熟的汽车市场中,乘用车与商用车的比例大约为7比3,而乘用车当中90%以上是轿车,可见,轿车在市场上的重要地位。“在今后几年时间内,如果自主品牌轿车没有量的迅速提高或突破性增长,我国汽车工业在今后的发展将会面临严峻考验。”他总结道。

那么,在现有形势下,中国应该如何培育自主品牌呢?左延安建议,政府可以在基于WTO框架下,与企业携手为自主研发和培育自主品牌的企业提供一定的支持。

一是制定相关的政策,在投资环节上给予一定的支持。

在税收政策方面,对自主研发的项目,可按企业自主研发的实际从该企业上缴的利税中返还一定的额度给企业。一些大的项目的研发,可以通过政府和企业共同投资的方式进行,国家主要注重与汽车相关的基础研究,而企业侧重于应用研究。

在研发的资金筹措方面提供便利,尤其是债券、股票的发行审批方式。

二是对有研发能力的企业放宽汽车产品的准入政策,对具备进入乘用车(轿车)领域发展实力又愿意进行自主研发的企业,国家在设置合理准入标准的情况下,鼓励这些企业进入。

三是在消费环节上适当地加以引导。如消费者协会、交通部、汽车行业协会等有关部门可以联合起来,成立一个自主研发产品和自主品牌的评选活动,类似于原创奖等的形式,每年举办一次,对民族品牌的产品进行支持,增强企业的研发动力,同时也消除消费者的顾虑;发动民间组织推进国民消费自主品牌的产品;出台支持消费自主品牌产品的汽车金融政策。

四是在使用环节上,加大对自主品牌的支持力度。在车辆的购置方面,要体现国产品牌与国外品牌的区别,对国产品牌有一定的优惠;在使用过程中的各项费用对国产品牌也要给予一定的优惠;加大政府采购自主品牌的力度,国家可以用政策的形式对政府用车做出相应的规定。

此外,国家还可专项资助高校、研究机构,参与和汽车有关的基础学科研究,在人才的培养上,由国家出面建立专项奖学金制度,在坚持内部培养的基础上,大力引进海外人才参与到国内汽车业的研发上;加大对核心零部件的研发力度,可将有重大影响的零部件研发列入国家重点科技发展计划;加强国家对外国品牌的强制性认证,规定任何进入中国的产品,必须通过中国的强制性认证,这种强制性的认证要力求避免对民族品牌的冲击。

“汽车工业的自主研发和自主品牌是关系到我国经济的长远发展的重要问题,是要靠政府和企业的共同努力才能实现的目标。”左延安表示:“在当前的环境下,只有政府有关部门与企业密切配合,利用行业协会的优势,在WTO的框架下,不断地出台相关的政策,激励企业搞自主研发和开创自主品牌,我国国内汽车业的自主研发和自主品牌才能取得突破性的进展,从而带动整个国民经济的可持续性发展。”

在谈到中国汽车人的使命感和责任感时,他说,自主品牌和自主研发能否在我国获得成功关系到中国汽车工业的可持续发展,这是我们每一个中国汽车人都应有的责任感和使命感。国外汽车大国发展的经验提醒我们,提高研发能力、培育自主品牌是一个国家发展汽车工业的根本。我们应该吸取“巴西模式”的教训,巴西的汽车工业也发展得很快,但因为没有自主研发能力和自主品牌,到目前为止巴西仍不过是一个大加工厂和销售市场而已。我们应该成为汽车生产“制造”的大国,而不是生产“加工”的大国。

他认为,企业要想树立自己的品牌,首先就要有强大的自主开发能力。提升自主开发能力有助于逐步掌握汽车发展的核心技术,跟上知识经济发展的步伐。通过自主研发能力的提升,我国的汽车工业将逐步摆脱对国外跨国公司长期以来的依赖,从而形成自己的汽车研发体系,逐渐树立起自己的民族品牌,从根本上提升我国汽车企业的竞争力,并对民族自信心的提升起到巨大作用。

谈到目前我国是否具备自主研发能力时,他说,国内的一部分汽车厂家应该已经具备了一定的自主开发能力,一些自主品牌逐步在市场上取得了用户的认可。但是,在目前的环境下,仅凭企业自身的努力,要想在短期内提升企业的自主研发能力,创建强势的民族汽车品牌是不行的,因此,政府应在WTO框架下,为积极搞自主研发和培育自主品牌的企业提供一定的政策支持。


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