16 central enterprises stepped up to “carve up” the new energy automobile industry chain

A wave of acquisitions is being launched in the field of new energy vehicles in China. Active in the acquisition of the frontline is the powerful group represented by the central SOEs. The acquiree is the new energy core component company with technological advantages. Recently, the Shanghai Securities News reporter interviewed the heads of several research institutions and related companies. They stated that in innovative industries such as new energy vehicles, the current state-of-the-art technological capabilities and disruptive innovation capabilities of central enterprises do not have advantages. Therefore, it is only possible for powerful groups such as central enterprises to acquire superior new energy companies or to snatch up core technical talents before they can come on top of new energy vehicles.

On August 18th, under the leadership of the SASAC, 16 central enterprises held a group to form the "Central Enterprise Electric Vehicle Industry Alliance". The business involved three major blocks of vehicle and electric drive, battery, charging and service. The central electric vehicle industry alliance was placed in the path of exploring the new energy automobile industry. In the "New Energy Vehicle Industry Planning (Draft)" drafted by the National Development and Reform Commission, it has already planned to invest 100 billion yuan in new energy vehicles. It is planned that the industrialization and market scale of China's new energy vehicles will reach the world level by 2020. one. High-level authorities have publicly stated that the central enterprises will become the main force of the 100 billion investment.

How will the central government invest? How do Central Enterprises achieve the goals set by the Development and Reform Commission? This has become a major hot spot in the industry recently. Liu Gang, deputy dean of the Institute of Coastal Development at Nankai University, pointed out bluntly: Now, central enterprises do not have an advantage. Past experience at home and abroad shows that in any major change, traditionally competitive enterprises lack the power to innovate and have no ability to disrupt innovation. New energy vehicles are regarded as the fourth major change in human history. Most Chinese traditional automotive companies, petrochemical companies, and power companies also do not have the core technologies of the new energy automotive industry, especially in the core components such as batteries and motors.

The state-owned enterprises that hold a lot of money know the status quo and the pressure and have begun to accelerate the deployment of new energy automobile industry. Huang Lijie, director of Phillip Securities, said, “In the field of batteries, the development direction of the relevant central enterprises is to increase input, acquisition technology and recruit talents in parallel.” The central company’s acquisition of representative companies is CNOOC, which acquired Tianjin Lishen, a battery-dominant enterprise. Tianjin Jinniu, which produces lithium battery electrolyte.

It was hoped that Tianjin Lishen of IPO will eventually invest 5 billion yuan to build 20 power battery production lines. According to report, since the original controlling shareholder of Lishen Battery was state-owned asset holding company of Tianjin Jinneng Investment Company, Lishen Battery was a state-owned asset; under the thinking of making state-owned new energy automobile assets bigger and stronger, CNOOC has almost zero cost. The company took over the shares of Lishen Battery held by state-owned assets holding company of Tianjin Jinneng Investment Co., Ltd. and gave up the securities market. Yesterday, Tianjin Lishen Battery Co., Ltd.'s senior executives stated that “CNOOC invested RMB 2 billion into the account. Helps the rapid development of Li Shen Battery. According to the plan, CNOOC will

In fact, well-funded outsiders, including central enterprises, have set off a wave of buying. A few days ago, China Baoan announced that it will increase its stake in the earth and the company to 51.56%. At this point, China Baoan has taken another important step in seizing the new energy automobile industry. Dadi and the company rank among the top three sales companies in the domestic new energy vehicle drive system. Its core products are the new energy vehicles' motors, controllers and other control equipment. Currently, there are a total of 9 systems including permanent magnet synchronous and AC asynchronous systems. Models of products.

This is only the first wave of the acquisition of new energy automobile industry in China. According to the reporter's understanding, the central enterprises in the "industrial alliance" are looking for the next acquisition target for the new energy auto industry.