The next generation of information technologies, such as 5G, artificial intelligence and big data, are deeply integrated with the real economy, giving rise to new forms and new forms of business, and promoting all-round and high-level digitization in all industries. At the beginning of this year, 11 ministries and commissions of the state jointly issued the "strategy for the innovation and development of intelligent vehicles", which defined the strategic vision and main tasks of developing intelligent networked vehicles in China.

At the opening ceremony of the third session of the 13th National People's Congress today, the government work report also proposed to strengthen the construction of new infrastructure, develop a new generation of information networks, expand the application of 5G, build charging piles, promote new energy vehicles, stimulate new consumer demand and help industrial upgrading.

"With the acceleration of the new infrastructure construction, social management, production, people's life changes in all aspects, such as 5 g, artificial intelligence, new technologies, such as large data with depth of fusion of the auto industry, car of us want to be able to bring consumers more intelligent car products and more wisdom of travel services." During the two sessions, the NPC deputy, saic's party secretary, chairman Chen hong said in an interview with times financial.

Chen hong, NPC deputy, saic's party secretary and chairman

In this year's national two sessions, Chen hong's proposal mainly focuses on the development of intelligent network automobile, the gradual relaxation of the housing provident fund for workers to draw restrictions to promote consumption, and gradually open the city limits on the purchase and driving.

Last December, saic and gac signed a strategic cooperation framework agreement in Shanghai, opening up a new stage of cooperation in the domestic automobile industry. Chen hong said in an interview that in the future, he will further explore the possibility of cooperation in the joint development of core technologies, the sharing of industrial chain resources and the focus on new business models. "We look forward to paying a return visit to gac group as soon as possible, accelerating the implementation of the cooperation project and jointly promoting the transformation and upgrading of China's auto industry." "He told time finance.

Photo source: official website of saic motor corporation

The long - term effect of automobile consumption policy remains to be seen

Time finance and economics: this year's two sessions, you put forward three proposals, what is the original intention?

Chen hong: this year, I will mainly put forward Suggestions on promoting the development of smart Internet vehicles, using digital technology to enable urban traffic management, and promoting consumption.

With the acceleration of the new infrastructure construction, social management, production, people's life changes in all aspects, such as 5 g, artificial intelligence, new technologies, such as large data with depth of fusion of the auto industry, car of us want to be able to bring more intelligent automobile products for consumers and more wisdom of travel services, to be power to build China into a car, can go in a new round of innovation and development of the auto industry to the world.

Time finance and economics: for the next Chinese car market trend, what kind of forecast?

Chen hong: the trend of the automobile industry in the second half of the year depends on the combined effect of the epidemic, the economy and the policy.

From the perspective of the epidemic situation, the development trend of covid-19 is the most important factor affecting the trend of the automobile market this year. At present, China has made initial achievements in fighting the epidemic. However, the rapid spread of the epidemic overseas has intensified the downward pressure on the world economy and increased the supply risk of the global automobile industry chain. Both consumer demand and production supply will face considerable challenges.

In terms of the economic situation, the epidemic in China in the first quarter had a big impact on the service sector and the manufacturing sector. With the alleviation of the epidemic, the domestic economy is gradually recovering. However, since the second quarter, the overseas epidemic has had a significant impact on domestic import and export enterprises, which may affect the purchasing power and consumer confidence of domestic residents to some extent.

From the perspective of consumption policies, national and local governments have successively introduced policies to promote automobile consumption. The intensity and intensity of these policies are significantly higher than that in 2019, which is conducive to the recovery and release of consumer demand in the short term, and the long-term effect remains to be observed.

Adjust overseas marketing strategy

Time finance and economics: will the operation in the first quarter affect the annual target of saic? Will it affect the development plan and performance target of this year?

Chen hong: in April, the terminal retail sales of saic reached 433,000 units, with a year-on-year growth of 0.5%, among which the domestic retail sales reached 413,000 units, with a year-on-year growth of 1.5%. Driven by policy promotion and demand recovery, the industry as a whole has improved and is expected to achieve positive growth in the second quarter.

According to the latest forecast released by the China association of automobile manufacturers (caam), the sales volume of the domestic auto market in 2020 will decline by 15% to 25% year on year. For saic, we will focus on epidemic prevention and control to ensure stable and orderly production and operation. At the same time, we will actively follow the trend of upgrading consumption, increase the supply of medium - and high-end products, and tap into structural growth points such as the new energy market overseas. Strive to achieve domestic vehicle sales speed better than the market, maintain market share, overseas export sales continue to maintain the country's first.

Times finance and economics: the current overseas epidemic situation has not improved significantly, will it affect the pace of saic's "going abroad"?

Chen hong: after the outbreak of the epidemic overseas, we are faced with great challenges. On the one hand, saic overseas actively responds to the requirements of the local government for strict epidemic prevention and actively participates in public welfare activities. At the same time, we should strengthen the care for overseas employees and partners, distribute epidemic prevention materials, and timely adjust overseas marketing strategies to turn the crisis into an opportunity and make full preparations for the market restart, including actively exploring the digital transformation of marketing. Strengthen the advantages of electric and intelligent network, and actively explore the mature market in Europe; Accelerate the construction of brand internationalization.

Photo source: official website of saic motor corporation

"Software defines car" is the consensus

Time finance: in the field of intelligent driving, what further plans does saic have this year?

Chen hong: last year, saic took an important step in commercializing its intelligent driving technology. The "last kilometer" autonomous parking project was released in mass production. The 5G automatic driving heavy card project of Shanghai yangshan port jointly built by the company, Shanghai port group and China mobile smoothly started the demonstration operation during the second expo.

At the research and development level, saic will continue to promote the independent development of future-oriented electronic and electrical architecture, the third-generation autonomous driving platform for urban scenes, and the new-generation intelligent cockpit. At the same time, the "4i core technology" of intelligent driving above L3 level, namely domain controller (iECU), 5G intelligent gateway (iBOX), intelligent driving chassis (iEPS and iBS), and L2 level assisted driving ADAS system, will accelerate the industrial chain layout and product development.

At the product level, saic will realize the "iterative upgrading" of products and projects. We plan to launch the demonstration operation of the world's first mass-produced 5G Internet vehicle in the middle of this year, when ordinary citizens will have the opportunity to experience it. We will also realize the low-volume commercial operation of 5G smart heavy trucks in Shanghai yangshan deep-water port, further improving the driving and operating efficiency of the port area.

Times finance: recently, saic has put forward the concept of "software defined car". Could you please introduce the planning and investment of saic in the software field?

Chen hong: "software defines cars" has become the strategic consensus of enterprises at the head of the industrial chain. Software will be the basis and core of future intelligent cars, supporting data-driven experience sustainable iteration and whole-life management of cars.

In this context, saic set up the software center, which is an important carrier of the company's digital transformation, to comprehensively promote the integration and in-depth development of intelligent networking, integrate the advantageous resources of the industrial chain, empower the brand, explore new business models, and ensure the company's market leading position and sustainable profitability.

In terms of function positioning, the software center is mainly responsible for the research and development of the new generation of centralized electronic architecture, service-oriented software platform at the cloud tube end, automobile data infrastructure and network security, operating system and AI computing chip, as well as the open integrated software development environment and other basic technology platforms. At the same time, the software center will serve as the core organization for the company to attract high-end talents of automobile software, carry out business model innovation, and build a circle of friends of software and chip.

Photo source: official website of saic motor corporation

We will accelerate the implementation of our cooperation project with gac

Time finance: at the end of last year, saic announced the strategic cooperation with gac.

Chen hong: at present, we have set up a special working group on powertrain application (saic GS62 1.5na + CVT180) and carried out data exchange and application feasibility analysis and research, and carried out in-depth studies on the joint development of hybrid system, joint procurement cost reduction, Shared logistics and other aspects.

Times finance and economics: what's the next plan for the cooperation with gac?

Chen hong: in the future, we will further explore the possibility of cooperation in the following aspects: first, we will jointly develop core technologies and explore joint investment and development of strategic core technologies and platforms in the fields of new energy, intelligence, networking and lightweight. Second, we need to share industrial chain resources, explore cooperation in manufacturing, and plan cooperation in auto finance, insurance services, aftermarket and industrial investment. Third, we need to focus on new business models and strengthen research and cooperation on new business models such as car sharing, travel services and the separation of vehicles and electricity.

We look forward to paying a return visit to gac group as soon as possible, accelerating the implementation of cooperation projects and jointly promoting the transformation and upgrading of China's automobile industry.

Times finance and economics: saic audi project is expected to become the structural growth point of saic. How is the current project progressing? Will the product be launched earlier?

Chen hong: the r&d, production and other related work of the saic-audi project are going on normally. The first saic-audi product will be put on the market in early 2022.

Tesla brings new elements and faces new issues of localization

Times finance and economics: how will saic compete for the future in the development of new energy vehicles?

Chen hong: in the future, saic will respond more actively to users' concerns, continue to promote the transformation of technological advantages into market advantages, and build a global and future-oriented competitive advantage in the new energy automobile industry:

First, we need to build mid - and high-end brands of new energy vehicles. We are accelerating the R standard roewe product launch, at the same time through the new network, the new model, to create a new innovative service ecology. At present, the world's first full-cabin interactive 5G mass production car roewe marvel-r and the mass production "high intelligent pure electric sedan" roewe ER6 have been unveiled and will be available to consumers in the second half of this year.

Second, accelerate the research and development of a new generation of electric vehicle exclusive architecture and a new generation of three electric technology. Saic has started research and development of a new generation of pure electric architecture covering the mainstream market, with the first product to be launched in early 2022. At the same time, the company is carrying out lightweight, modular, platform, high security level of the new generation of three core technology research and development, continue to maintain the leading technology.

Third, strengthen the integration of new energy vehicles with new technologies. In order to satisfy users' better travel experience, cutting-edge technologies such as 5G, artificial intelligence and big data will enable the innovation and development of new energy vehicles, so that users can experience more convenient travel services.

Time finance: how to view the impact of domestic tesla on the domestic new energy industry after its listing?

Chen hong: tesla has brought new elements to the domestic new-energy vehicle market, but it is also facing new issues such as localization. We believe that for tesla and domestic auto companies, there are many places where they can communicate and learn from each other in terms of technology, product and marketing.