"Ai Xiaowei" is a new concept thrown out by GAC Group at the recent financial report conference.
Although this term comes from the mouth of GAC, in my opinion, it is somewhat "dwarfing" the meaning of GAC Aean.
In terms of sales, GAC Aeon has been ranked ahead of "Wei Xiaoli" in the past: in the past March, GAC Aeon called itself the first new car-making force to sell more than 20,000 units a month. In the same period, Xiaopeng sold 15,414 units, and Weilai had less than 10,000 units. In 2021, GAC Aeon's annual sales exceeded 120,000 vehicles, with a growth rate of more than 100%. In contrast, in the "Wei Xiaoli", the highest-selling Xiaopeng is less than 100,000 units.
On technological innovation, GAC Aean is not losing "Wei Xiaoli". After all, the official pure tram with a range of more than 1,000 kilometers, a magazine battery that can make the ternary lithium battery not ignite or explode when it encounters a needle, supercharge technology, and a driver assistance system that reaches the L2++ level... GAC Aean has everything, but "Wei Xiaoli" does not necessarily have it.
GAC Aean also has a self-developed battery trial production line, "Wei Xiaoli" three who has?
GAC E'an squeezed its head and squeezed into the queue of new forces, for the simple reason that it is not to defeat whoever is who, but to learn their model, so that a state-owned enterprise can also have the ability of Internet companies to respond quickly to the market, have deep insight into user needs, and retain talents.
Therefore, at this financial report conference of GAC Group, the most you hear is the words of reform, institutional innovation and so on. After the press conference, GAC Group officially recruited three vice president-level figures, and it seems that they have also proved that what they said is being put into action.
Indeed, in the face of the current complex and changeable market environment, it is doomed to be impossible to cling to the institutional model of state-owned enterprises in the past. As Zeng Qinghong, chairman of GAC Group, said at the press conference: "How do we compete with the new forces of car manufacturing?" They had access to financing and dug up my talent. If I want to retain talents, I must have a more flexible mechanism than them. ”
As you can see, in the past year, GAC Ae-On has become the first enterprise in the country to hold an equity stake in the mixed reform of state-owned enterprises: that is, not only the internal employees of E-An can hold the shares of E-An, but even the superior enterprises can also hold the shares of E-An - in the first round of financing of GAC Aeon, about 70% of the amount came from 794 employees within GAC, of which more than 100 were from the GAC Research Institute.
"Where does the vitality of the group come from? First of all, we must rely on mechanisms and systems. Zeng Qinghong said. All subsidiaries of GAC Group have fully implemented the term system of enterprise management since this year, everyone has signed a contract, each team can not complete the goal, then it will resign, or more than 70% of the completion can not be resigned, according to the requirements of the reform, cadres can go up and down, employees can go in and out, wages can rise and fall, performance can rise and salary rise, will greatly motivate the internal motivation of the enterprise. ”
Let employees work for themselves, efficiency is naturally out of the question.
In the past year, Aeon, like many new car-making forces, has encountered production capacity difficulties, and the capacity utilization rate has even exceeded 140%, and the expansion of production capacity is imminent. However, the expansion of production capacity is not a simple thing, the installation and commissioning of equipment often requires a long cycle, and it can be completed in one or two months.
However, GAC Aeon took advantage of the Spring Festival holiday and only took 15 days to complete the expansion of 100,000 production capacity - at present, GAC Aeon has a production capacity of 200,000, which not only does not have much impact on the established production plan, but also creates a new record in the industry, once again allowing the world to see the "Eian speed".
GAC Toyota's new energy production capacity is also expanding.
Perhaps thanks to more flexible institutional capabilities, although GAC Group has encountered many difficulties in 2021 - not only the impact of the epidemic, chip shortages, rising raw material prices and other problems that can be encountered, but also encountered unexpected situations such as power outages and power rationing, extreme weather, etc., but still achieved a very good result.
In terms of production and sales, GAC Group achieved production of 2.1381 million units, an increase of 5.08% year-on-year, and sales of 2.1444 million units, an increase of 4.92% year-on-year, and production and sales outperformed the market by more than 1 percentage point. You know, although the auto market ended the darkest moment of "three consecutive declines" last year, the six state-owned auto groups are not just a thriving look, only two have achieved positive growth, and GAC is one of them.
In terms of finance, GAC Group's total operating income in 2021 was 429.8 billion yuan, an increase of 8.66% year-on-year, with a total profit of more than 26 billion yuan and a net profit attributable to the mother of 7.3 billion yuan, an increase of 23% year-on-year. This profit level is definitely the best among the 20 listed companies with passenger car business.
With the blessing of "new forces", GAC Group has become much more radical in the new year.
This year, for example, he is challenging his goal of 15 percent growth. This goal, according to Feng Xingya, general manager of GAC Group, is to "jump up" to complete." "Because of this year, GAC Group also carried out its electrification transformation at the same time.
This year, GAC Group will launch 15 models, including the yet-unveiled EMKOO, the replacement Trumpchi M8, the Shadow Leopard hybrid version, GAC Honda's new electric vehicle e:NP1, GAC Toyota's new electric vehicle bz4X and GAC Mitsubishi's new electric vehicle Atukao..... Looking around, it's all electric models.
Although the sales growth rate of electrified models is quite high, it is only based on the premise of its low base - the total number of new energy passenger cars last year was only 3.334 million units, and it is a long way to go for the GAC Group, which has produced and sold more than two million electrified models, to achieve a 15% growth rate.
For example, by the beginning of 2023, GAC Group will launch a supercar with a price of more than 1 million and "zero hundred acceleration" as low as 1.9 seconds;
For example, its self-developed advanced intelligent driver assistance system NDA will also be mass-produced and equipped in 2022;
For example, they want to build a new ecosystem of recharge and storage energy replenishment ecology and battery recycling, and build a smart and efficient energy cloud platform for the charging, replacement and replenishment of electric vehicles for the majority of electric vehicle consumers.
The GAC Group, which has carried out in-depth reform of the system and comprehensively established a mechanism for market competition, may be able to see a new atmosphere that we have never seen before in the future. After all, from the current point of view, there are still a few car companies that can combine the boldness and stability of state-owned enterprises with the flexibility and efficiency of new forces.
The emergence of the title "Ai Xiaowei" is only the beginning of the transformation of GAC Group.
Text | Male
(This article is the author's personal opinion only and does not represent the position of DearAuto.) )
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Mr. Li Guoyong of Guangdong Green Law Firm