Author：MarwenDate：2023-8-2
After Volkswagen increased its capital and equity to XPeng to jointly develop electric vehicle models, Leapmotor recently disclosed that it has confirmed the authorization of the whole vehicle technology and lower body architecture to two foreign vehicle enterprises, and plans to export and realize the electronic and electrical architecture and the whole vehicle architecture capability in the future, becoming a new business model of the company.
It can be seen that in the field of new energy vehicles, the innovation ability and technological strength of independent brands are increasingly valued and recognized by traditional international automobile brand giants. China's automobile industry is moving from technology introduction to a new stage of technology output.
For the strategic cooperation between Volkswagen and XPeng, the mainstream view in the industry believes that, on the one hand, the rapid rise of domestic new energy vehicle brands and the increasing "price war" have greatly reduced the advantages Volkswagen has established in the era of internal combustion engines, and its dominant position is facing serious threats; On the other hand, Volkswagen's digital transformation in China has had little effect for a long time, with a huge and complex organizational structure and inefficient functional transmission mechanism, resulting in low decision-making efficiency for joint venture car companies... Traditional fuel car giants have had to seek new strategic paths.
No matter what kind of strategic considerations Volkswagen takes, three points deserve attention in this capital increase to acquire the equity of XPeng and reach long-term strategic cooperation:
Firstly, the value of automotive companies in the new energy era has been redefined. This time, Volkswagen joined hands with XPeng, which is enough to show that XPeng's technical advantages have been highly recognized by Volkswagen Group, and also shows that the value of domestic leading new force automobile enterprises is being recognized globally.
Secondly, brand strategic alliances in the new energy era will become the trend of industry development. From the current market environment and competitive landscape of domestic new energy vehicles, it is difficult for a car company to simultaneously possess cost advantages, technological advantages, brand advantages, and supply chain advantages. This requires car companies to demonstrate their pattern and wisdom, carry out innovative design in cooperation models, form new roles based on their core competitiveness, and expand their product portfolio and competitiveness through joint development to explore more market opportunities.
Finally, the new and old forces are forming a joint force in the new energy era, accelerating the arrival of the intelligent singularity. Compared to the previous "oil and electricity struggle" between the traditional gasoline vehicle group and the new forces in car manufacturing, the two camps are now jointly developing electric vehicle models for the Chinese market. This is not only a milestone event in the export of independent brand technology, but also a major market opportunity brought by the acceleration of new energy vehicle penetration, the emphasis on intelligent turning points, and the export of independent technology.
The author believes that intelligent driving in China has entered the eve of technological innovation and commercialization. Unlike previous hardware embeddings and vehicle companies stacking materials, the current changes in intelligent driving lie in the qualitative changes in demand brought about by the acceleration of urban intelligent driving and the increase in consumer usage. The cooperation between Volkswagen and XPeng is expected to accelerate the development of a new localization platform for the next generation of new intelligent connected vehicles, which will benefit the breakthrough of the new energy vehicle industry chain and the key technologies of intelligent driving. (Gong Mengze)
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