At the beginning of April, at the 2021 annual results conference held by Weichai Power, Weichai Chairman and CEO Tan Xuguang shelled new energy vehicles.
He said bluntly: unmanned driving is a flicker, and assisted driving is the hope. In the future, new energy vehicles, especially passenger cars, will have a catastrophic overcapacity.
As soon as this statement came out, it immediately caused an uproar on the Internet.
Some people believe that Weichai's chairman AND CEO Tan Xuguang dares to tell the truth, not to be alarmist.
But some people believe that the reason why he expressed such a view was because he was worried that Weichai engines would not be sold.
According to public information, Weichai was first founded in 1946, and Weichai Power Co., Ltd. was established in 2002. The scale of employees has reached 150,000 people, and the revenue in 2021 will exceed 300 billion yuan, ranking 77th among the top 500 Chinese enterprises.
At the same time, it is also the 23rd of China's top 500 manufacturing industries and the 1st of the top 100 enterprises in China's machinery industry.
The business segments include power systems, commercial vehicles, construction machinery, agricultural equipment, marine transportation equipment and smart logistics.
It has 8 listed companies in Asia, Europe and North America.
It should be said that Weichai is a strong enterprise.
So let's discuss whether Weichai's chairman and CEO Tan Xuguang's views above are alarmist or not.
In the previous we have made a general introduction to Weichai, first of all, it is certain that his remarks are not because of the fear that the engine will not be sold.
After all, as such a large public company, Weichai does not rely solely on engines and gearboxes.
Moreover, Weichai Power is not widely involved in the field of passenger cars.
From this, we can conclude that Weichai's chairman and CEO Tan Xuguang basically has no possibility of shelling the new energy vehicle market because of his own business reasons.
The most likely thing is his judgment on the overall development of the domestic car market.
In fact, there has always been a great controversy about the driverlessness of new energy vehicles.
For now, even tesla, Weilai and Xiaopeng are still the car brands of mainstream car-making new forces, and there is still a long way to go from achieving true driverlessness.
In addition, it is not impossible that the problem of overcapacity of new energy passenger cars will not appear.
Looking at the development of new car companies in China in recent years, those car companies that have gone out of business can be seen.
In addition, as the traditional fuel vehicle companies begin to gradually develop the new energy vehicle market, it will also have a great impact on the new car manufacturers.
In 2021, Yan Yan, president of SoftBank Asia, said in an interview with the media that the tide of new car-making forces will not be too far away, and most of them will "die".
In summary, Che Kuaiju believes that what Weichai Chairman and CEO Tan Xuguang said is not unreasonable.
Even, the car fast review also believes that the current domestic traditional fuel vehicle market, there is also a situation of overcapacity.
In the future, which car company can survive in the big waves?
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