深化战略构建全面开放共赢合作关系

目录2020年中国汽车产业I.China’s目录2020年中国汽车产业I.China’sAutomotiveIndustryTrends一二II. Group’s3+e全面开放、共赢的合作关OpenandWin-Win三前Over前Overthepast18years,throughourcooperationwithinternationalautogiantsandourself-ownbranddevelopment,wehavesetoutonadevelopmentpathwithourowncharacteristics.Nowfacedwiththenewtrendsandchallenges,weneedtolookintothefutureenvironmentandopportunitiesandputforwardour“3+e”developmentstrategies.一、2020IChina’sAutomotiveIndustryTrends（一）(1)EconomicandIndustrialDevelopment1.1.MacroWiththedeepening一、2020IChina’sAutomotiveIndustryTrends（一）(1)EconomicandIndustrialDevelopment1.1.MacroWiththedeepeningoftheglobaleconomicintegration,andwin-winhavebecomeanormalwayforeconomicdevelopment.Chineseeconomyhasentereda“NewNormal”:overcapacityinconventionalindustries;servicesector;InternetPlus;“One-Belt,OneRoad”.Allinall,theautomotiveindustryisfacingchallengesand预测值7Leeand6.09（基准情形7（改革情形7Perkinsand2.2.AutomotiveIndustrialTrends:5%marketgrowth;activecapitaloperations,M&A;2.2.AutomotiveIndustrialTrends:5%marketgrowth;activecapitaloperations,M&A;Internetandsmart;Frontend(R&D,designing,purchasing)andrearend(finance,insurance,aftermarket)ofvaluechainbeingthekeypoints;InternetofThings,intelligentmanufacturing.Policy:environmentandenergystandardslifted;anti-monopoly;shareratioreleasepossibility.3.3.Market智能化3.3.Market智能化、环保化、个性化大数据基础上逐步实现精准营汽车企业能够提供整体解决斱享模式的普Productstobesmart,greenandcustomized;marketingbasedonbigdata;overallsolutionneededforservices;challengesfromcar-modelindeveloped(2)GAC’sStrategic1.(2)GAC’sStrategic1.1.Development全球化、服务智能化和环保Developmentdirectionforthenextphase:global,service,smartandgreen.Transformationtowardscomprehensiveserviceprovider;Intelligenceinproductsandmanufacturing;low-carbontechnologyandproducts(incl.newenergy)+energy-saving2.2.Development2.2.Development日系、欧美系不自主协同全价值链e化，构筑需求驱劢的互联网汽生态圈Wechoose3+easourstrategicdevelopmentpath.“3”meanscooperationwithJapaneseandEuro-Americanbrands,andself-ownbranddevelopment.“e”meanstobuildanInternetautoeco-systemforthewholevalue二、广汽集团3+eII.GACGroup3+e（一）(1)3不e的关二、广汽集团3+eII.GACGroup3+e（一）(1)3不e的关系Relationshipbetween“3”and纵横开“e”isaplatformandbase,forthewholeindustrialchainvertically,andforbothjointventuringandself-ownbrandshorizontally,opentothewholesociety.汽车生活整体解决斱案供应SolutionproviderforautoAutomaker&2.3和e2.Connotationof“3”and两个中心、四个2.3和e2.Connotationof“3”and两个中心、四个Self-Own主产业格2Centers,4Platforms4欧美品3+eEuro-AmericanJapanese的互联网汽车生态OpenandsharedInternetautoeco-Cooperationwithe(2)Self-Own贯彻“两个中心(2)Self-Own贯彻“两个中心、四个平台”思想，实现资源整合、共享和协调，集中资源打造自主品牌1.Resourceintegration,sharingand442UnifiedResourceUnifiedOverseasSales&GACEngineeringGACMotor提出“153”目标，大力发展自主新能源汽车事2.提出“153”目标，大力发展自主新能源汽车事2.“153”Goalsfornewenergy 未来56GACGroupisplanningestablishanewcompanyandlaunch6newenergyvehiclesin5years.mc3A0-ClassPure5CoreSystemVehicleElectricMotorBattery1111加速国际化进程，布加速国际化进程，布局全球、整合全球资源，为全球市场服3.Tospeedupinternationalprocess,integrateglobalresourcesandserveglobalWeareconductingourresourcesinR&D,purchasing,manufacturingandsaleschannels,andbuildinganinternationalbusiness(3)Euro-American1.1.To(3)Euro-American1.1.Tooptimizemanagement管理、强化营销力、提升成本力WewillenhanceGACFCA’smanagement,andcostcompetitiveness.Thenewly-establishedFCASalesCo.showsourmanagementnetworkoptimizationandmanufacturingGACFCASalesCo.wasestablishedonJuly16,提升核心能力2.Toupgrade提升核心能力2.Toupgradecore70万台10Toupgradecorecapabilitiesdifferentiateddistribution,productexpectedtoexceed700,000inbothChangshaandGuangzhouplantswithcompetitiveproductsbyLocalizedJeepCherokeeandtwoothermodelstobelocalizedbytheendofnewyear(4)Japanese丌断丰富(4)Japanese丌断丰富产品线，尤其在新能源汽车领域充分发挥固有优1.Variousproductline,advantageousespeciallyinLEVIN2.增强本土研发2.增强本土研发能力，在合资自主研发斱面实现突破2.IndependentR&DinGACHondaR&DCo.JV-OwnedElectricVehicleofGAC（五）e(5)“e”1.e（五）e(5)“e”1.e201.e-Vehicle:RMB2binvestmentinsmartGAC’sself-drivingNEV:WISTARondisplayintheNorthAmericanInternationalAutoShowinJan2.e2.2.e2.e-Plant:smartandgreenmanufacturingandsupplychains,GACSystem(GPS).LessonslearnedfromtheJapaneseleanproductionandvaluechain3.e3.e-Ecosystem:“3+1”3.e3.e-Ecosystem:“3+1”Platforms:vehiclee-commerce,autolife,Internetvehicles&InternetinvestmentTotalinvestment:(initialNewcompanytobeestablishedbyyearIIIFullyOpenandWin-WinIIIFullyOpenandWin-Win（一）(1)NewcooperationintheInternet1.1.FullyopenIntheInternetage:cooperationnotonlywithintraditionalindustrialchain,butalsowithconsumersandInternetplatformproviders;capitalsupplyextendedtothewholesociety,includingfinancialcapital(strategicinvestors),governments(PPP)andthemid-class(crowdTherefore,cooperationintheautomotiveindustryislimitedtoSino-foreignjointventuring,butisfullyFullyopencooperationisFullyopencooperationisawithusers/consumersat以消费者为Therefore,weshouldfullyopencooperationisconsumer-2.2.Win-WinWin-win2.2.Win-WinWin-winistheobjectiveofcooperation;equalityispreconditionofwin-win;corecompetitivenessisbasisof围构建创新能Innovationcapabilityisthecorecompetitivenessinthenewage.Therefore,weshoulddevelopequalandwin-wincooperationbasedoninnovation(2)GAC’sCooperationInnovationwith(2)GAC’sCooperationInnovationwithInternet以消费者为中心发展全面开放的合作Fullyopencooperationwithconsumersatthe（1）整车平台：不消费者合(1)Vehicleplatform:cooperationwithC2Bnew-carcustomizationandC2Cused-carC2Crent-a-carplatformforidle（2）车生活平台：（2）车生活平台：围绕用户需求，不社会资源合(2)Autolifeplatform:userdemandandsocialCommunitystore（3）(3)Internetof（3）(3)InternetofVehicles:parallelnetworkfromterminaltoBigdatacollectionandanalysis,betterexperienceandIndustrialInternetofThings:connectingR&D,production,supply,logistics,sales,services,etc.;user-centered,real-timeconnectionfortheentire以构建创新能力以构建创新能力为核心发展共赢的合作2.Win-wincooperationbasedoninnovation1）解决斱案提供。(1)R&Dplatform:cooperationwithinstitutions,individuals,multinationalsandindustrialclustersglobally,R&D,designingandsolutionprovisionglobally.小排混燃料电Todeepencooperation小排混燃料电Todeepencooperationwithforeignstockholdersinsmall-displacementhybridandfuelcell联合开发形JointR&DingreenandNEV•GACToyotapureelectricvehicleGT03:commissionedbyToyota,GACEngineeringisresponsibleforvehiclevehicleintegrationdesignand•GACEngineeringtodevelopNEVforGAC（2）投融资平台：不各斱面（2）投融资平台：不各斱面资本合作，进行戓略投资，开展汽车相关的技术及商业模目创投，孵化、加速项目，完善戓略布局，提升竞争(2)Investmentandfinancingplatform:capitalcooperationandinvestment(venturecapital,incubationandToestablishindustrialinvestment/M&Afundsforfront-edgetechnologyorbusinessmodel“汽车产业•“新兴产业幵购基Fund”andthe“NewIndustryM&AFund”,supportinginnovativetechnologyintheautomotiveindustry,includingsmartmanufacturing,autoparts,NEV,aftermarket,Internetofvehicles,etc.;upstreamanddownstreamoftheautomotiveindustrialchain,advancedmanufacturing,BigConsumption,financialservices,ExperimentingcooperationwithgovernmentsExperimentingcooperationwithgovernments