China National Heavy Duty Truck officially announced that it has long-term strategic cooperation with Germany's Man Company (Man) for capital and technology. When this news came out, it caused a lot of attention in the industry. Some analysts believe that the gestures of both parties will inevitably trigger domino effects, especially affecting companies that are related to the two, and may even change the competitive landscape of the heavy truck industry.
When people turned their attention to China National Heavy Duty Truck and Man, Shaanxi Automobile, which has a close relationship with Man and a relatively deeper degree of cooperation, has naturally become another focus. People concerned about Shaanxi Auto cannot help but ask how Shaanxi Auto will take the road in the future.
Man prepares for joint ventures
In the international mainstream heavy truck companies, Man entered the Chinese market earlier and had more partners, but none of them belonged to deep cooperation. This may have something to do with Man's long-term observation and more preparation.
Among MAN's many partners, the cooperation between MAN and Shaanxi Auto is considered to be a more comprehensive one. Sharon's current head-on product, DeLong F2000, is the result of another innovation on the basis of digestion and absorption after the signing of the F2000 heavy truck technology transfer agreement with Man in 2004. Not only that, the cooperation between the two once rose to the extent of discussing the joint venture. During the negotiation process, Man was said to have repeatedly insisted on developing the Mann brand, which exceeded the Shaanxi Auto's joint venture's bottom line, resulting in a loss of joint venture negotiations.
After Shaanqi and Man's joint venture negotiations ran aground, Weichai Power, through a series of capital operations, became the largest shareholder of Shaanxi Auto and has Fast and Hande axles. Together with Weichai's own engine, several key assemblies formed a chain called the “golden supply chain.†So Mann crossed Shaanxi Automobile and negotiated with Weichai Power, which is eager to integrate heavy truck resources. Both sides plan to form a joint venture company. The cooperation with engines, transmissions, axles, and vehicles was started, but this time, the hand-in-hand struggle with the delicate relationship between Weichai, Shaanxi Auto, and the Shaanxi provincial government has become tedious and progress has been slow.
As it turned out, Man did not put all the bargaining chips on Shaanxi Auto or Weichai. Mann has provided youth groups with heavy-duty trucks for assembly and production by licensing. For various reasons, the cooperation between the two in the field of trucks has not been ignored.
The contact between MAN and China National Heavy Duty Truck can be traced back to the last century. Mann, as the Austrian Steyr Holding Company, continued the relationship between the Steyr project foreign party and China National Heavy Duty Truck. According to insiders from China National Heavy Duty Truck Group, Chairman Ma Chunji has a very good relationship with Steyr and Mann. He often visits Steyr and meets with senior figures. CNHTC entered the high-speed development track after its reorganization, its market share has gradually increased to 20%, and its products have achieved scale export. In 2007, it successfully listed in Hong Kong. Wal-Mart, a joint venture with Volvo, has existed in name only and hopes to achieve a breakthrough in the Chinese market. For Mann, Sinotruk seems to be a more ideal partner.
Shaanxi Auto will face new options
For the concerns of the industry, Shaanxi Automobile did not publicly respond. An insider of the company revealed to reporters: “The cooperation between Sinotruk and Mann does not have much impact on us. He tries to downplay the impact of the matter on the company, saying that Shaanxi still insists on independent development. We will continue to upgrade technologies including fuel conservation, improve the quality control system, and produce products that are more suitable for the Chinese market, and will adjust our development ideas, base ourselves on self-reliance, and do our own business well, without fear of the ever-changing market conditions.
In the eyes of people in the industry, benefiting from the “golden supply chain†consisting of Weichai Engine, Fast Transmission, Hande Axle, and Shaanxi Automobile Cab; There is a certain technical reserve.Not so long ago, Weichai Power and Bosch of Germany signed a strategic cooperation and upgrade agreement, announcing that Weichai Lanqing high-voltage common-rail electronically controlled engines will sell 120,000 units within one year, and at the same time an upgraded version of the Weichai Blue-Qingguo IV engine will be released. The V engine has also been trial-produced successfully. At the same time, the National IV series heavy trucks that Shaanxi Automobile and Cummins jointly created have been on the market and have achieved mass production. It can be seen that Shaanxi Automobile has not yet emerged even if it loses this important technology foreign aid. Technical faults.
In contrast, since the departure of Weichai, the upgrading of engine technology has become a concern for China National Heavy Duty Truck. When the engine emission standards have risen to State III or even State IV, the technical bottleneck has become increasingly prominent. As Weichai Power and Bosch have entered into a strategic partnership, China National Heavy Duty Truck Co., Ltd. is difficult to conduct full-scale technical cooperation with Bosch. The capacity of another high-voltage common-rail supplier, Denso Denki Co., Ltd., is limited to meet market demand, and EGR technology has become a The important strategy to win the market. Despite heavy sales of EGR heavy trucks, China National Heavy Duty Truck has not suspended the development and production of high pressure common rail engines, and has sought to upgrade its technical reserves.
When people turned their attention to China National Heavy Duty Truck and Man, Shaanxi Automobile, which has a close relationship with Man and a relatively deeper degree of cooperation, has naturally become another focus. People concerned about Shaanxi Auto cannot help but ask how Shaanxi Auto will take the road in the future.
Man prepares for joint ventures
In the international mainstream heavy truck companies, Man entered the Chinese market earlier and had more partners, but none of them belonged to deep cooperation. This may have something to do with Man's long-term observation and more preparation.
Among MAN's many partners, the cooperation between MAN and Shaanxi Auto is considered to be a more comprehensive one. Sharon's current head-on product, DeLong F2000, is the result of another innovation on the basis of digestion and absorption after the signing of the F2000 heavy truck technology transfer agreement with Man in 2004. Not only that, the cooperation between the two once rose to the extent of discussing the joint venture. During the negotiation process, Man was said to have repeatedly insisted on developing the Mann brand, which exceeded the Shaanxi Auto's joint venture's bottom line, resulting in a loss of joint venture negotiations.
After Shaanqi and Man's joint venture negotiations ran aground, Weichai Power, through a series of capital operations, became the largest shareholder of Shaanxi Auto and has Fast and Hande axles. Together with Weichai's own engine, several key assemblies formed a chain called the “golden supply chain.†So Mann crossed Shaanxi Automobile and negotiated with Weichai Power, which is eager to integrate heavy truck resources. Both sides plan to form a joint venture company. The cooperation with engines, transmissions, axles, and vehicles was started, but this time, the hand-in-hand struggle with the delicate relationship between Weichai, Shaanxi Auto, and the Shaanxi provincial government has become tedious and progress has been slow.
As it turned out, Man did not put all the bargaining chips on Shaanxi Auto or Weichai. Mann has provided youth groups with heavy-duty trucks for assembly and production by licensing. For various reasons, the cooperation between the two in the field of trucks has not been ignored.
The contact between MAN and China National Heavy Duty Truck can be traced back to the last century. Mann, as the Austrian Steyr Holding Company, continued the relationship between the Steyr project foreign party and China National Heavy Duty Truck. According to insiders from China National Heavy Duty Truck Group, Chairman Ma Chunji has a very good relationship with Steyr and Mann. He often visits Steyr and meets with senior figures. CNHTC entered the high-speed development track after its reorganization, its market share has gradually increased to 20%, and its products have achieved scale export. In 2007, it successfully listed in Hong Kong. Wal-Mart, a joint venture with Volvo, has existed in name only and hopes to achieve a breakthrough in the Chinese market. For Mann, Sinotruk seems to be a more ideal partner.
Shaanxi Auto will face new options
For the concerns of the industry, Shaanxi Automobile did not publicly respond. An insider of the company revealed to reporters: “The cooperation between Sinotruk and Mann does not have much impact on us. He tries to downplay the impact of the matter on the company, saying that Shaanxi still insists on independent development. We will continue to upgrade technologies including fuel conservation, improve the quality control system, and produce products that are more suitable for the Chinese market, and will adjust our development ideas, base ourselves on self-reliance, and do our own business well, without fear of the ever-changing market conditions.
In the eyes of people in the industry, benefiting from the “golden supply chain†consisting of Weichai Engine, Fast Transmission, Hande Axle, and Shaanxi Automobile Cab; There is a certain technical reserve.Not so long ago, Weichai Power and Bosch of Germany signed a strategic cooperation and upgrade agreement, announcing that Weichai Lanqing high-voltage common-rail electronically controlled engines will sell 120,000 units within one year, and at the same time an upgraded version of the Weichai Blue-Qingguo IV engine will be released. The V engine has also been trial-produced successfully. At the same time, the National IV series heavy trucks that Shaanxi Automobile and Cummins jointly created have been on the market and have achieved mass production. It can be seen that Shaanxi Automobile has not yet emerged even if it loses this important technology foreign aid. Technical faults.
In contrast, since the departure of Weichai, the upgrading of engine technology has become a concern for China National Heavy Duty Truck. When the engine emission standards have risen to State III or even State IV, the technical bottleneck has become increasingly prominent. As Weichai Power and Bosch have entered into a strategic partnership, China National Heavy Duty Truck Co., Ltd. is difficult to conduct full-scale technical cooperation with Bosch. The capacity of another high-voltage common-rail supplier, Denso Denki Co., Ltd., is limited to meet market demand, and EGR technology has become a The important strategy to win the market. Despite heavy sales of EGR heavy trucks, China National Heavy Duty Truck has not suspended the development and production of high pressure common rail engines, and has sought to upgrade its technical reserves.
It is understood that China National Heavy Duty Truck Co., Ltd., through its cooperation with Man, can obtain the exclusive licensing technology of the MAN TGA vehicle and the Euro III to Euro V emission standard engine. Analysts believe that it takes several years for new technologies to adapt, digest, and absorb new technologies to adapt to the Chinese market. During this period, Sinotruk will still face the challenge of market competition. It remains to be seen when the product advantages will be embodied and reflected.
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