译名:
Inovance: Industrial automation leader’s venture in electronic vehicle component industry
中文关键词:
2023百优,企业多元化战略,企业内部创业,战略变革,新能源汽车零部件
英文关键词:
Diversification strategy, Corporate entrepreneurship, Strategic transformation, Electronic vehicle component industry
中文摘要:
本案例描述了国内工控龙头企业汇川技术在新能源汽车零部件领域的二次创业,以及在此过程中企业战略的两次重大变革。汇川技术以低压变频器起家,继而在工控产品线和下游行业应用上实现全面拓展。偶然的机会下,汇川技术试水新能源汽车零部件制造,并借助其在工控领域的技术和经验,迅速打开新能源商用车市场。2016年,国内新能源乘用车市场井喷,汇川技术大举进入,并确立“双王战略”,将新能源汽车零部件与工控并列为集团两大战略性业务。通过持续的技术创新、市场突破和组织能力配套,汇川技术在新能源乘用车市场站稳脚跟,新能源业务板块增速在集团所有业务中实现领跑。2021年,国家提出“双碳”目标,汇川技术将“双王战略”升级为“双碳战略”,竞速新能源赛道,布局新能源的生产、传输和储存。新能源汽车零部件业务从“双王”战略业务,变为集团的新能源业务之一。与此同时,新能源汽车零部件业务还面临着政府补贴退坡、下游车企压价并向上整合的压力。综上,汇川技术为什么要进入新能源汽车零部件领域?其是如何在新业务上取得竞争优势的?新能源汽车业务与此后集团层面的两次重大战略变革是什么关系?未来又该如何求得更大的发展?
英文摘要:
This case describes Inovance’s second entrepreneurial endeavor in the field of electronic vehicle components, as well as two major strategic transformations that occurred during this process. Inovance is a leading company in the field of industrial automation control in China. It has continuously expanded its product lines in industrial control and downstream industry applications. By chance, Inovance ventured into the manufacturing of electronic vehicle components, and quickly occupied the component market for commercial electronic vehicles. In 2016, Inovance announced a major foray into the electronic component market for passenger vehicles, and established the "Dual King Strategy", positioning the electronic vehicle component business alongside the industrial control business as the two strategic business segments of the group. With the explosive growth of the new energy industry, in 2021, Inovance further upgraded the "Dual King Strategy" to the "Dual Carbon Strategy", expanding its electronic business into the production, transmission, and storage of new energy. The electronic vehicle component business, which was previously one of the "Dual King" strategic business, has become a sub-businesses under Inovance’s new energy sector. This case aims to discuss why Inovance ventured into the electronic vehicle component business, how this new business thrived and its future direction.
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