Chinese Auto Industry: Connectivity and Mobility from a Global Perspective

“How will connectivity and mobility affect China’s auto industry?”, “Is China going to step up to the world, nurturing new capabilities and building new business models?” and “How will China engage and drive the global level?” To answer these questions, at the 11th China Auto Industry Summit Forum held at the Shanghai Campus of China Europe International Business School on October 26, the forum focused on "Global Auto Industry Entering a New Era", "Government and Transportation" ”, “Connected Life and New Technology Challenges” and “Looking to the Future”, outstanding representatives from the political, business and academic circles shared their insights and insights with the participants.

Professor Zhu Xiaoming, Chinese Dean of China Europe International Business School, broke the topic of "mobility and interconnection of automobiles" in his opening speech, suggesting that we should not only pay attention to the hardware of automobiles, but also pay attention to the software of automobiles, especially charging technology, batteries, lithium battery etc. In his view, the mobility of the car means that the car cannot be regarded as a car. For example, AutoNavi has created a mobile Internet location service portal, which is eye-opening. Dean Zhu pointed out that the Internet of Vehicles platform has changed the traditional industrial chain with OEMs as the axis, breaking the phenomenon of service fragmentation. In the innovative industry chain, new services must be centered on car owners, which is conducive to the establishment of big data by OEMs or other related institutions. Building a car networking platform requires three or more parties to collaborate.

Among the guests at the meeting, Dr. Leif ?stling, a member of the management committee of Volkswagen as a representative of foreign auto companies, and Mr. H?kan Samuelson, President and CEO of Volvo Car Group, respectively brought "Commercial Vehicles and Mobility” and “Global Development in the Automotive Sector” keynote speeches.

Dr. Stling first analyzed the factors that will bring challenges to the automotive industry in the future, such as urban development and population growth, and suggested optimizing the bus system and using new energy. Then, taking the truck market as an example, he compared and analyzed the product mix trends in mature and emerging markets and the reasons for the differences, and used vivid examples to show how telematics systems can improve efficiency in the use of commercial vehicles , triggering everyone's in-depth thinking about the transformation of the automobile industry caused by the development of the Internet.

As a car manufacturer that has been committed to traffic safety and has long held the title of "world's safest", Mr. Hanken Samuelson of Volvo Group emphasized that Volvo will continue to adhere to this clear brand line in the future. Go further than your grades. He analyzed the global trends of the auto industry under the macro-economy and positioned the core of the company's development. The emphasis on enhancing the competitiveness of environmental protection and electrification technologies demonstrates his confidence and desire for sustainable transport solutions.

Mr. Zhu Fushou, President of Dongfeng Motor Corporation, a representative of Chinese auto companies, shared "opportunities and challenges for Chinese companies in global industrial development", pointing out that China's auto industry is still in a period of strategic opportunity, but has entered a period of micro-growth since 2010 , and predicts that there will not be an average annual growth rate of more than 10% in the future. He suggested that China's auto industry should handle the relationship between quantity expansion and quality and efficiency in terms of development concept, and should handle the relationship between independence and cooperation, and international and domestic in production capacity construction and brand technology formation, and emphasized the need to pay close attention to automobiles. The development trend of networking, focusing on technology research and development, mastering core arts, meeting customer needs, and multi-industry collaborative innovation and development.

"Ehi Car Rental" has always been in the leading position in the auto service industry. Mr. Cai Lihong, Executive Vice President, brought inspiration to everyone with his speech entitled "New Measures for Transportation". In response to the current situation of traffic congestion and environmental pollution, he suggested that the government put forward new measures at the policy level, such as legalizing innovative services such as resource sharing, expanding electric vehicle rental services, etc., and combining new mobile and interconnected technologies to deal with these challenges.

Tang Xiangmin, chief engineer of digital development and information technology of Changan Automobile Co., Ltd., analyzed the new challenges of the Internet era with the theme of "thinking about the automobile industry's wisdom and action", and proposed that intelligence is a solid cornerstone for the future development of the automobile industry, thereby There will be several major trends in the development of the automobile industry: the integration of the automobile industry and the Internet industry; the shift of car manufacturers from focusing on "manufacturing" to "using"; the automobile value chain will be completely rewritten, and innovation will win. He started from analyzing the changes in the background of the times, corporate form, consumer demand, etc., and drew a blueprint for the future automobile industry, pointing out that intelligent products, intelligent business models, intelligent operations, and intelligent manufacturing will compose a new chapter in the industry.

Mr. Horst Leonberger, Senior Vice President of Strategic Vehicle Networking at Deutsche Telekom, analyzed the "mobility market - a new business platform that joins a mobile lifestyle" in conjunction with the concept of "mobility" that is increasingly growing and extended in automobiles. He demonstrated new services in the mobility market from four aspects: mobility, safety, efficiency, and comfort. Car networking multimedia, standardized car2cloud infrastructure, intelligent port logistics, ECODRIVE energy-saving driving assistant system, etc. seem to come from science fiction movies. The configurations are presented one by one, allowing everyone to feast their eyes on the grand picture of the future automotive world.

Professor Chen Qingtai from the Research Institute of the Development Research Center of the State Council and Mr. Li Wanli, Deputy Secretary General of China Enterprise Industry Association, respectively elaborated on two major topics: "Policy Issues for Electric Vehicle Development" and "Development Strategy of China's Auto Industry". Professor Chen Qingtai pointed out that the process of China's electric vehicle industry will be accelerated. In the face of alternative technologies, new entrants such as "Tesla" with breakthrough technologies are welcome. Electric vehicles can be led by the government and rely on financial buyer subsidies to get out of the industrialization predicament. , Second, relying on the market, government regulation, take the road of endogenous growth. Mr. Li Wanli analyzed in detail the strategic pattern from small to large and the hugely changing internal and external development environment of the automobile industry, and proposed that it is imminent to plan and implement the development strategy of a powerful automobile country, and predicted the possible difficulties in the realization of the strategy. specific implementation path.

This forum has a special focus on "Consumers of the Future". In this panel discussion on the third theme, three CEIBS MBA students from China, Malaysia and Spain, as representatives of young consumers, expressed their opinions on Views on the future of mobility. The guest speaker, Mr. Horst Leonberger, predicted that in 2017, 20%-30% of cars will be interconnected, and in 2022, all cars will be connected to the Internet of Vehicles. Mr. Shen Jun, Senior Partner of Roland Berger Management Consulting Company and Vice President of Greater China, believes that the in-vehicle interconnection system is an enhancer, and a fashionable consumption environment that matches it needs to be cultivated.

Dr. Gao Yun, Deputy Secretary and Mayor of Jiading District, Shanghai, Professor Pedro Nueno, Director of CEIBS Europe, and Mr. Jan Borgonjon, Director of CEIBS and President of InterChina Investment Consulting Co., Ltd. attended the forum. and expounded their views.