Full decryption of SAIC's commercial vehicle development strategy, and strives to achieve a production and sales target of 500,000 units in 2015


Almost no one denies that China’s commercial vehicles will usher in new golden opportunities in the next decade. For this reason, all auto groups are planning to build a presence in this field and SAIC Motor Group is no exception. It proposes to achieve the production and sales target of 500,000 commercial vehicles by 2015.

Commercial vehicle is a short board for SAIC. It used to be, and it still is. According to public statistics, SAIC Motor sold a total of 329.33 million cars in the 2010 “Eleventh Five-Year Plan” year, an increase of 34.97% year-on-year, and continued to rank top among domestic auto group sales, with second-place Dongfeng Motor Corporation (2.7648 million ) Opened more than 500,000 vehicles. However, in the commercial vehicle sector, although SAIC Iveco Hongyan and Nanjing Iveco had subsidiaries through capital operations during the 11th Five-Year Plan period, SAIC’s commercial vehicle segment still sold only 150,100 vehicles at the end of the 11th (excluding SAIC-GM). Wuling vehicle. In the second place, Dongfeng sold a total of 637,700 commercial vehicles. The third-placed FAW Group sold 40.01 million commercial vehicles, and the fourth-placed Changan Automobile sold 534,800 commercial vehicles. The fifth place, BAIC Group, sold commercial vehicles. 72.18 thousand vehicles.

Compared with other automobile groups, the short board of SAIC commercial vehicles is very obvious. Therefore, making up this short board has important implications for SAIC becoming a world-class auto giant and fulfilling the 12th Five-Year Plan. During the 11th Five-Year Plan period, SAIC acquired a complete commercial vehicle industry chain through acquisitions, joint ventures and mergers and acquisitions, and formed a full range of vehicle segments such as light passengers, light trucks, China Cards, heavy trucks and large passengers. Therefore, the main task during the period of the 12th Five-Year Plan is to take a quality and profitable development path and make the commercial vehicles stronger and stronger so that they can play a greater role in the goals of the entire group during the 12th Five-Year Period.

"50+3+3" Blueprint

This is the 12th Five-Year Plan for the SAIC Group's planning of its own commercial vehicle segment. It means that it will produce and sell 500,000 vehicles annually after five years, creating three major vehicle bases and three key component clusters. The reporter learned that these three major vehicle bases are the SAIC Iveco Hongyan in Chongqing, Nanjing Iveco in Nanjing, and the SAIC LDV European-based light passenger base in Wuxi; the three key component clusters refer to the above firewood and The engine clusters with SAIC Fiat Hongyan as the core, axle clusters with Chongqing and Ningbo as the core, and transmission clusters with the core of the above steam gears as the core.

In order to achieve the “50+3+3” goal, SAIC has started deployment in the second half of 2010. By the end of the 12th Five-Year Plan, SAIC Motor will produce and sell 6 million vehicles, including 500,000 commercial vehicles, 1.5 million mini-cars and 4 million passenger cars. Among them, SAIC Iveco Hongyan has to jump from 33,000 in 2010 to 100,000 in 2015. Nanjing Iveco has to jump from 110,000 in 2010 to 300,000 in 2015. The remaining 100,000 missions were jointly undertaken by the Wuxi base and other sporadic passenger car plates. As the opening year of the Twelfth Five-Year Plan, the annual target for SAIC's commercial vehicles in 2011 is 200,000.

Building Three Parts Clusters to Guarantee Supply Chain Security

Behind the entire vehicle planning is SAIC's spare parts cluster planning support. The realization of the entire vehicle goal must ensure the safety of the supply chain, especially the key component system. Companies that did not have their own powertrains in 2010, such as Auman and Hongyan, were all subject to the problem of inadequate supply of Weichai engines, while heavy-duty trucks, liberation, and Dongfeng, etc., were producing at full capacity. Therefore, 500,000 vehicles are not just tasks for vehicle companies. We will have stronger parts and components strategies to support 500,000 vehicles.

At present, through joint ventures, acquisitions and reorganizations, SAIC Motor already owns several key parts and components companies such as Shanghai Diesel, SAIC Fiat Hongyan Power, Hongyan Heavy Axle Works, and Ningbo Light Axle Works. According to sources, the next step is that SAIC will invest 2.6 billion yuan in diesel engines, and redevelop three new engine platforms based on the existing 8 and 9-liter machines, including 2-3 liters of light aircraft and 10-12 liters of heavy machinery. , about 6 liters of medium-sized aircraft. As a result, Shangchai will form a full range of product lines during the 12th Five-Year Plan period, providing stronger support for the commercial vehicle business.

During the 12th Five-Year Plan period, SAIC will invest heavily in the construction of a cluster of engines, transmissions and axles. In terms of transmission, SAIC's gear plant has set up a commercial vehicle transmission business. The 'Twelfth Five-year Plan' will invest RMB 1 billion in Nanjing to build a light transmission base to support the development of SAIC's light commercial vehicles. In the axle business, the heavy-duty bridge mainly relied on the Hongyan Axle Plant and discussed with Iveco the next cooperation on heavy-duty axles. At the same time, SAIC also acquired an axle plant in Ningbo to develop light-duty bridges.

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