The integration plan of Daan Steam in Anhui Province is close to the brink of collapse due to the negative reaction of Chery and JAC. On August 25th, Yin Tongyue, Chairman and General Manager of Chery Automobile, went to Zhengzhou, Henan Province to discuss the construction of plants in different places and tried to make up for its shortcomings in the commercial vehicle market. Chery, once unwilling to be integrated by Others, may have to integrate others.
According to information from the website of the Henan provincial government, Chery chose Kaifeng as its strategic location city. In the Zhenghua Industrial Belt Xinghuaying Group, the fixed assets investment is 1.773 billion yuan. The planned construction scale is to produce 200,000 mini-cars and 80,000 annually. Light trucks and agricultural machinery production bases.
On September 8, Chery Automobile's Assistant General Manager Jin Yibo confirmed to reporters in Zhengzhou that due to the state's ban on vehicle manufacturers setting up factories in different places, Chery must acquire a company in Henan Province to obtain production qualifications, but it may not necessarily be the current rumor. Shaolin Motors, “It is too early to talk about weddings before they meet.†Two days ago, Yin Tongyue also said in an interview with reporters in Tianjin that Chery is a “private team member who can take part in other people’s mergers,†but he still does not know “who should open the doorâ€.
Shaolin said "No" to Chery
On September 7, the reporter came to the headquarters of Shaolin Automobile in Xiangyang City, Henan Province. There are two old office buildings here, and it looks like it has been young. Shaolin's sales company is only one street away from its headquarters, and four factories are located in the surrounding area. Shaolin Automobile, established in 1983, was successfully restructured into a joint-stock company in 1997. Today, it has three passenger car manufacturing departments, a mold manufacturing department, and a technology center. The scale of the car is not small.
Xiangyang is a county-level city in Zhengzhou. Shaolin Motor has always been a pride here. A local taxi driver told reporters that working in Shaolin is a good choice. Although Shaolin is not as well-known as Yutong, it is also making a lot of noise. "Shaolin's frame is strong and durable, and it's sturdy enough to sell the best in the district and county markets. I sent many people from Shaolin to the Shaolin order."
An old employee of Shaolin Motors stated that 10 years ago, Shaolin had a much stronger situation than Yutong, and its 6 to 8 meter bus products had been selling well for many years. "Yutong turned over by listing," he said. In fact, since the Shaolin Coach Project was put into operation in 2007, and at the same time it had obtained the qualification for the chassis of passenger vehicles, Shaolin has already had a passenger car production capacity of more than 8 meters, which constitutes a competitive relationship with Yutong.
Shao Tan, the brand propaganda department chief of Shaolin Automobile Sales Company, told reporters that a new sales company building is under construction near Shaolin's production department, and will be officially opened at the beginning of next year. This will be Shaolin's new facade. "A lot of new employees this year have entered the R&D department of new energy vehicles. This is the direction of Shaolin's future strategy. At present, the total number of employees in Shaolin has reached more than 2,000."
According to information provided by Shaolin Motor, Shaolin ranks fifth among national bus companies in sales for five consecutive years, but last year affected by the international financial crisis, passenger car sales fell slightly. In 2008, Shaolin sold a total of 7,426 buses in China; from January to July this year, it sold 3,664 units. "Although there are some fluctuations in sales, we still make money. In two days, we have 94 passenger cars to be exported to foreign countries." Tan Hao said.
A Shaolin auto insider told the reporter that Shaolin is a typical private enterprise. Zhou Wenchang, party secretary of the company, and Zhou Jumin, chairman and general manager of the company, are father and son. Just like a "family business," it is impossible to leave "home business" to others, and not to mention the fact that the company is still in a rising stage of development.
“We have no losses, but on the contrary, we are still very good at living. There is no reason to be integrated by other companies. What's more, we are privately-run companies, and we can't be determined by the leaders of the province or city,†he said.
Yutong does not exclude cooperation
Although Shaolin and Zhengzhou Yutong are only separated by more than 30 kilometers, the two companies never wiped out sparks. On the same day, the reporter called Xilei, head of the brand management department of Yutong Group. She confirmed that although Yutong and Shaolin had the same passenger car products, the market segmentation was not the same, so there was no idea of ​​cooperation, nor did I hear that the province had to Home merger statement.
Regarding Chery’s layout in Henan, Xi Lei said: “Chery has not looked for us, and I have not heard any news about cooperation. We are a private enterprise and Chery is a state-owned enterprise. Our corporate positioning, cultural characteristics, and management methods are all It is not the same, it is difficult to integrate.†She said that the passenger car is a point of production, involving logistics, supply and other aspects of the problem, relatively speaking, more stringent than the management of passenger car companies.
When the reporter asked if if Chery was willing to cooperate with Yutong in the field of cars and whether Yutong accepted it, Xilei said: “Yutong emphasizes moderate diversification, and if the opportunity is good, we will not reject cooperation.â€
According to the data provided by Yutong Group, in 2007, Yutong bus sales reached 27,556 units; in January-August this year, the sales volume was 15,464 units. Compared with Shaolin, Yutong's products cover a wider area, but 6 to 8 meters is not its main direction. Since both companies are private enterprises and their competition is not great, the province has not been able to match them, so that the two companies have been separated and ruled.
A person familiar with the matter said that only four of Yutong, Shaolin, Zhengzhou Haima and Zhengzhou Nissan currently hold commercial vehicle production licenses in Henan Province. Of the latter two, one is a wholly-owned subsidiary of Haima Shares, one of which belongs to Dongfeng Motor. Yutong is the first brand of Chinese passenger cars and the object of full support from the Henan provincial government. Once the integration fails, it will be difficult to recover the losses. Therefore, the object that can be integrated seems to be only Shaolin that is in the process of development.
Shortly after Yin Tongyue's visit to Henan, on September 7, the Henan Provincial Government held a televised conference on economic operations and deployed 11 industrial restructuring and rejuvenation plans. In the planning of the automobile industry, both Yutong and Shaolin were named. First, they mentioned “supporting the Yutong Group's production capacity improvement project construction†and required it to form a production capacity of 50,000 passenger cars three years later. After that, it will increase 30,000 vehicles after six years, by 2020. It has developed into one of the world's most influential bus companies; at the same time, it also “supports the implementation of differentiated management for Shaolin coaches†and requires Yutong and Shaolin to jointly create a world-class passenger car production base.
It is not difficult to see from this new industrial plan that the Henan provincial government once again confirmed the “independent†status of Shaolin Motors, which also filled Chery’s expansion path in Henan with more question marks.
Zhengzhou Haima is not afraid of Chery
Chery is the most important product in Henan's product layout and has a corresponding competitive relationship with Zhengzhou Haima's products. Sources revealed that when Haima reorganized Zhengzhou Light & Gas in 2007, Chery had also stepped in, but Haima promised at that time that in addition to micro-customers, it would introduce cars, which was even more attractive for Henan Province, which also made Chery Settled in Zhengzhou's plan.
The reporter called Li Haikun, Vice Minister of Zhengzhou's marketing department in Haima. He said that he did not know whether Chery was involved in the reorganization of Zhengzhou Gas, but the provincial support for Zhengzhou Haima was indeed very large.
“Henan is located in the Central Plains, both from the infrastructure, or from the supporting construction, are more suitable for the development of automotive companies.†Li Liangkun said, “Before us, Henan is not a car industry, Yutong, Shaolin production of passenger cars, Zhengzhou Nissan The main production SUV, we are the only company in Henan Province that produces cars."
He told reporters that Zhengzhou Haima's plan made it clear that a passenger car should be built, but Zhengzhou Light & Gas, which was merged at the time, had only passenger car production qualifications. Until June of last year, Zhengzhou Haima’s sedan project was approved by the National Development and Reform Commission. Its first sedan product in Zhengzhou, code-named M1, is already preparing for production and will be available after the Spring Festival next year.
In the micro-off market, Chery and the seahorse are all newborn calves. Therefore, Zhengzhou Haima does not worry about the arrival of Chery. Instead, it considers this a mutually beneficial move. Li Liangkun stated that if Chery settles in Kaifeng, both companies will produce micro-vehicles, and there is a competitive relationship. However, from the perspective of industrial clusters, Chery will also bring some of its supporting manufacturers, and manufacturing costs will be reduced accordingly. The competition between vendors and vehicle manufacturers is also good.
“Since we have established a factory in Zhengzhou, we have come up with 11 matching suppliers in the hippocampus system. We plan to bring 30 companies together,†Li Liangkun said.
According to the reporter’s understanding, Kaifeng’s auto supporting resources are abundant, and many hippocampus suppliers have also settled here. As long as Chery gains production qualifications, it can immediately build a factory and the existing suppliers can fully understand the urgency. Earlier, Chery’s eagerness for independence was supported by the Standing Committee of Anhui Provincial Party Committee and Secretary-General Zhan Xialai. Chery's exploration of the commercial vehicle business is, to some extent, a way to prove its own strength by relying on multiple developments. As long as Chery’s commercial vehicles land in Henan, the possibility of integration with JAC is almost gone.
Jin Yibo once told reporters that Chery had never thought of integrating with whom he wanted to develop his own multi-brand strategy. But now, unless the NDRC opens up a network, an exception is approved to build Chery. Otherwise, Chery can only guarantee his independence by sacrificing a company in Henan. Compared with the difficult integration of two powerful companies in Anhui Province, it seems easier to eat small fish in Henan.
In the planning of the automotive industry in Henan Province, the total vehicle production capacity in the province will reach 1 million in 2012. However, up to last year, only a total of 143,000 vehicles and vehicles were produced in Henan Province. To achieve the grand goal of one million vehicles after three years, Chery must be an object to be guaranteed.
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