Recently, German car rental company Sixt said that it has signed a new cooperation agreement with Chinese automaker BYD , promising to purchase about 100,000 electric vehicles from BYD in the next few years. Sixt is one of the largest car rental companies in Europe, with branches in more than 100 countries and regions around the world and more than 2,100 business outlets. Therefore, this round of cooperation between the two sides has also made some German media jealous. German media pointed out that this large order was a slap to the German automaker.
In fact, this German rental company does not want to purchase local German cars, but it is because the production capacity of German new energy vehicles is too low. Take the Berlin factory of Tesla for example. The latest production capacity target is to produce 3,000 cars per week this month, and only 12,000 cars a month. Tesla's Shanghai factory has an annual production capacity of more than 750,000 vehicles, and after the production line is renovated and upgraded, it will be expanded to more than 1.1 million vehicles.
The cooperation reached by the two parties is a major benefit to BYD and even Chinese new energy vehicle companies. At present, the "100,000 vehicles" should be an agreement of intention, and the orders that were implemented in the first phase are about thousands. Not to mention the revenue and profits created by this large order, the role of Sixt as one of the largest car rental companies in Europe is of great significance. The European market can be said to be the world's highest threshold. Compared with direct expansion from scratch, using the car rental industry to get European customers to contact Chinese models first, it can also achieve twice the result with half the effort.
In the era of fuel vehicles, German and Japanese cars are at their peak. Especially the German automobile industry has a century of historical heritage. But unexpectedly, in the era of new energy vehicles, in just 10 years, Chinese new energy vehicle companies have the opportunity to leave Germany and Japan far behind. For example, car companies such as Volkswagen, , Toyota, , obviously, they will not be unclear about the future of new energy vehicles, but why can't they make competitive products? Having funds, technology, and market may be the inertia of large enterprises, and the transformation is too difficult.
The key to the transformation difficulties of large enterprises is path dependence. Take traditional automobile giants like Volkswagen for example. Too many employees, suppliers and technical systems are tied to fuel vehicles. Once you switch to the pure electric field, a large amount of technical accumulation and brand value accumulation will be reduced to zero. It is normal for most people in the company to show conservative tendencies. After all, these industry giants are not unaware of the problem, but do not have enough courage and courage to execute.
Against the backdrop of high energy prices, Europe's shortcomings in lack of oil and gas are highlighted. At this moment, it is naturally full of a sense of crisis, and new energy vehicles also have special meanings. At the critical moment, German businessmen can't even wait for the new energy solutions of unreliable politicians. Even if the 200 billion euro new energy subsidy plan is about to be deployed in German companies and consumers, how much improvement can it bring?
latest survey report shows that due to the surge in natural gas prices, 10% of more than 600 medium-sized German companies had to announce production cuts or even suspensions. However, there are still politicians trying to decouple from China, and German entrepreneurs can't stand it anymore. You should know that in the past three years, the three major automobile giants of Germany Volkswagen, BMW and Daimler , plus the leading chemical industry BASF , have invested in China accounting for 34% of the investment in China in Europe! Talking about decoupling is not realistic.
But history tells us that it is not that easy to explore the European market. American automakers have entered Europe but failed; Japanese automakers have also entered Europe, so they can only be considered barely maintained at this time. What kind of ups and downs will the new energy field face in the future? It is still unknown, and we still need to continue to explore and work hard.
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