“When a measure becomes a goal in itself，It becomes an obstacle to the real goal.”。The current desire for growth in the special-purpose vehicle market is best described by Goodhart's Law.。

I visited Liangshan in the past two months.、Meng Yin、Zhumadian and other domestic semi-trailer industry gathering places，There is an obvious feeling.：Now the special vehicle market is really ice and fire.，One side is the small and medium-sized special vehicle enterprises.“Break your arm to survive”，One side is the head enterprise.“Vertically and horizontally”，The cruelty and ruthlessness of industry shuffling are incisively and vividly.。

In these enterprises,，CIMC vehicles(301039.SZ)It can be said to be unique。According to the annual report of CIMC in 2023,：Achieve operating income 250.8.7 billion yuan，Year-on-year growth of 6.21%，Net profit attributable to parent company was 24..5.6 billion yuan，Year-on-year growth of 1.20 times。

At present, the industry continues to be depressed.，This kind of contrarian growth is more or less the envy of many enterprises.。I saw CIMC vehicles the other day.CEOPresident Li Guiping was interviewed by McKinsey.，We may be able to understand the reasons behind the growth of CIMC vehicles and the strategy for future development.。

Strategic Adjustments Behind the Precautions

At present, the most prominent feature of the special purpose vehicle industry is the volume.。Li Guiping thinks，The root of the current industry involution comes from the massive production capacity of inefficient semi-trailers formed in the high-speed growth stage before.。

On the one hand，Over the past 20 years, China's semi-trailer production has increased 10 times.；In terms of output，Not only ranked first in the world，Even equal to the combined production of North America and Europe，There is a serious overcapacity。

On the other hand，The number of semi-trailers that meet the new standard is far less than expected.，Eliminate the overrun、Overweight semi-trailer has a long way to go。

“Price war”And“Tide out of the sea”It is reshaping the new pattern of competition in the special purpose vehicle industry.，Therefore, how to crack the huge low-quality semi-trailer production capacity formed in the high-speed growth stage?，Develop new quality productive forces，Become the key to break the situation of semi-trailer enterprises。

  

As the world's leading high-end manufacturer of semi-trailers and special vehicles，The Pioneer of High Quality Development of China's Road Transport Equipment，Explorers and innovators in the field of new energy special vehicles in China，CIMC Vehicle has been deeply engaged in the industry for more than 20 years.，Those who have experienced the first venture“The creation of the world”，Opened its own semi-trailer business，And the regularization of China's semi-trailer industry.、Industrialization、Large-scale development；And the second venture.“Transoceanic operations”，It has basically constructed the high-end manufacturing system and new management infrastructure of the company's semi-trailer business.。But that's not enough to get the company out of its increasingly grim“Involution”Situation。

For this reason，CIMC Vehicle relies on its forward-looking strategic vision，It started its third venture in 2023.，With“Star Chain Project”As a sign，Focus on structural reform of semi-trailer production organization；Its essence is to improve the process of transoceanic operation.，Greatly improve the efficiency of transoceanic operations，To better promote the high-quality development of semi-trailer transoceanic operation。

  

In Li Guiping's opinion，China's economic development has entered a new normal.，The semi-trailer industry is also beginning to build a new development pattern.，Can revolve around technology、Organizational structure、Allocation of production factors and other efforts，Innovative design and production technology for semi-trailer、Promote the structural reform of production organization of leading semi-trailer enterprises、The excess capacity resources in the industry are reallocated under the internal and external circulation.。

  

It can be said，The new development pattern will create a higher level of production.、Better customer experience and sustainable profitability，And help the entire industry essentially get out of the involution.。CIMC vehicles will also build a new organizational structure.、Business model and technology path to achieve strategic growth，But this is an unprecedented challenge.，Have no experience to follow，There is no shortcut.。

“We（CIMC vehicles）This company of more than 10,000 people，It's like sailing through the unknown.、On the treacherous sea。”But Li Guiping firmly believes that，That's the only way，CIMC vehicles can fundamentally get rid of industry involution.，Leading China's semi-trailer industry into a new development pattern once again。

The Way to Break the Situation of Creating New Quality Productive Forces

For CIMC vehicles，How to create higher production levels、Better customer experience and sustainable profitability，And help the entire special purpose vehicle industry essentially get rid of the involution situation.，Business models need to be revisited and reconceptualized、Brand innovation、Digitalization of upstream and downstream and repositioning of value chain.，Combing the positioning and layout of domestic factories，Allocation and Optimization of Resources in China and Overseas Markets。

Take the production of ordinary semi-trailer as an example.，CIMC vehicles in Dongguan、 Yangzhou 、Zhumadian、Yingkou、Silver、Liangshan and so on have corresponding production factories.，It has the function of blanking from、Cut、Full production capacity from painting to assembly。However, it is constrained by the uneven levels of production capacity and technological level.，These factories are not only the standard of products.、There are great differences in production process and quality.，Moreover, there is a surplus of capacity and resources.，Failure to establish effective synergy。

  

As the industry leader，CIMC Vehicle has not chosen the price war that is easier to implement to squeeze the survival space of competitors in response to the industry's internal volume.。Instead, the blade is inward.，Optimize internal organizational structure and restructure external resources，Build an agile operating system，Through the third venture“Rebuild a CIMC vehicle”。

According to the road map of its third venture published in the previous annual report of CIMC Vehicle，Of the first stage“Star Chain Project”，Comprehensively promote the landing of star chain high-end manufacturing system，Realize internal circulation and“The Belt and Road”Semitrailer business jumps in the market，Achieve high growth in operating income and productivity；The second stage is the water test stage of the new energy source trailer.，Qiangguan Business Group Enters the Stage of High Quality Development，New Energy Head-mounted Integrated Train Forms Incremental Business；The third stage is that the external circulation business enters the stage of high quality development.，New energy source integrated train enters into external circulation，Leap in external circulation business。

  

Steadily advancing“Star Chain Project”，CIMC Vehicle has constructed a new organizational production mode.，By integrating the resources of seven semi-trailer factories，Get through procurement、Production、Circulation、The link of distribution and consumption，Form market share、Leap-forward increase in sales and profits，Build a benchmark for supply-side reform、Typical examples of high-quality development and two-wheel drive。

“Star Chain Project”There are two levels of existence.，One is organizational development.，Second, operational development.。Take design technology as an example.，“Star Chain Project”The required semi-trailer design is all done digitally，Including digital modeling andPLMGo online、EPSCollection of core components on the platform, etc.，Therefore, the digital process from the design、Centralized procurement has reached production.。

In addition to a large number of new technologies,，Promoting the structural reform of production organization is also the core of building new quality productivity.。CIMC is in the process of organizational reform，The original plant facilities will be retained or reused as much as possible.，At the same time, efforts should be made to make good use of existing employees.，Upgrading the workforce through training, etc.。

These initiatives will not only profoundly change the existing design and production processes of the semi-trailer industry,，It will also greatly subvert the organizational operation mode of special-purpose vehicle enterprises, especially large-scale special-purpose vehicle enterprises.。

While innovating the production technology and organizational structure of semi-trailers，Facing the complex and severe international environment，And Chinese enterprises.“Tide out of the sea”，CIMC vehicles are also making full use of the global“Lighthouse Manufacturing Network”，Re-optimize the cooperative operation ability and cost control ability of domestic and overseas markets，At“Second venture”On the basis of transoceanic operation，Stick to it“Operate local manufacturing across the ocean”，The global supply chain system and the global semi-trailer core parts production organization are the two core grasps.，Create a new organizational model for efficient and coordinated overseas and domestic markets，Serves semi-trailer manufacturing at home and abroad，Achieve a more efficient production level。

  

And the creation of new quality productivity.，It is inseparable from people's subjective initiative.。Of CIMC vehicles“The third venture”It will also be a group struggle with the same desire from top to bottom.、Completely remoulded innovation and change。

When the world from“The Uka era（VUCA)” Get into “The Barney era（BANI)”，Everyone lives in a storm.，No one can predict how the storm will evolve.。

As Wu Xiaobo, a financial writer, mentioned in his New Year's speech，2024 will be a period of coexistence of crisis and opportunity.，“To live is to win.。”

Facing the test of this cyclical turning point，Slimming and fitness is becoming a compulsory course for enterprises.。Relative to the dividend era, follow the trend to pursue a large scale.，How to strengthen and reconstruct the core business is the proposition of the times for every special-purpose vehicle enterprise.。

And CIMC vehicles，Your own time zone has been found，Explore a new path for traditional manufacturing enterprises to explore the development of new quality productivity.。