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研究生: 湯國棟
Tang, Guo-Dong
論文名稱: 傳統汽車廠商如何應對互聯網的影響? 以上海汽車集團乘用車公司為例
How do Traditional Automobile Manufacturers Respond to the Impact of the Internet? The Case of SAIC Motor Passenger Vehicle Cooperation
指導教授: 李傳楷
Lee, Chuan-Kai
口試委員: 陳寶蓮
王瑜琳
學位類別: 碩士
Master
系所名稱: 科技管理學院 - 科技管理研究所
Institute of Technology Management
論文出版年: 2018
畢業學年度: 106
語文別: 中文
論文頁數: 40
中文關鍵詞: 互聯網汽車汽車產業變革中國
外文關鍵詞: The Internet Vehicle, Automobile Industry Trend, China
相關次數: 點閱:3下載:0
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  • 隨著中國互聯網技術的不斷創新,互聯網已經作為一種全新的方式深入到了社會、經濟、日常生活等各個方面當中,互聯網也作為一種技術,一種全新的管道和商業模式,而當互聯網接觸到別的行業,都會給該行業帶來翻天覆地的改變,如今對於汽車行業來說,就有一次全新改造升級的挑戰和機會,資本十分熱捧“互聯網+汽車”的概念,百度與北汽,阿裡與上汽,騰訊與廣汽,BAT公司紛紛與傳統汽車行業中的領頭企業開啟戰略合作,進軍汽車領域,共同打造“互聯網汽車”,互聯網行業與傳統汽車行業的融合將能夠創造出越來越多符合消費者需求的服務和場景。
    但是對於這些傳統的汽車企業來說,這種合作即是一種機遇也是一種挑戰,因為互聯網的衝擊對企業產業的影響實在太大,他們要如何應對這種衝擊呢?因此本文要研究的題目就是,在這種互聯網的衝擊下,傳統汽車企業要如何應對?
    本文選擇了上海汽車乘用車公司作為研究的對象,這是一家國營企業,同時在應對互聯網衝擊方面建樹頗多,例如生產了全球第一台量產互聯網汽車榮威RX5,也獲得了中國無人駕駛的試用牌照等,而這一切都在於上汽本身的因應之道,它提出了新四化發展策略,電動化,網聯化,智能化和共享化,不僅更好的滿足了消費者也深入到產業中,成為解決方案的提供商。
    最後也在研究上汽乘用車的做法後,歸納總結出來一般傳統汽車企業在當下互聯網對汽車產業衝擊中,要具體的如何應對,主要分別從三個層面進行思考,首先是需求面,要找到各方的需求和共性,進而確定產品的發展方向,之後是組織面,企業本身要如何制定自己的發展策略,來確保產品發展並且企業本身也要深入到產業發展中,最後是服務面,即面對消費者如何提供更多的服務場景。
    總結來看,傳統汽車企業只有緊跟產業的變化趨勢,並作出變革和調整,才有能立於不被消費者和產業淘汰的地步。


    With the continuous innovation of Internet technology in China, the Internet has penetrated into all aspects of society, economy, daily life and so on. The Internet, is also a kind of technology, a new channel and a new business model. When the Internet is applied to other industries, it will bring tremendous changes to them. Now, for the automobile industry, there is a new challenge and opportunity for upgrading. Nowadays investors are attracted by the concept of "Internet car." BAT have one after another begun strategic cooperation with leading enterprises in the traditional automobile industry to enter the automotive field and jointly built "Internet cars", such as Baidu and BAIC, Ali and SAIC, Tencent and Guangqi. The convergence of the Internet industry and the traditional automobile industry will create more and more services and scenarios that meet the needs of consumers.
    But to these traditional automobile enterprises, this kind of cooperation is a kind of opportunity as well as challenge, because the impact of the Internet to the enterprise industry is overwhelming. How should they deal with this kind of shock? Therefore, the aim of this study is: under the impact of The Internet, how do traditional automobile enterprises to cope with it?
    This study chooses Shanghai Automobile Passenger Vehicle Company (SAIC) as the object of research, which is a state-owned enterprise, and has made a lot of achievements in responding to the impact of the Internet. For example, the RX5, the world first mass-produced Internet vehicle, was also awarded a pilotless trial license in China. All of these achievements can be attributed to its own strategies. It has proposed a new development strategy of "Four Diversification", namely electrically operated and connected with the Internet, Intelligence and sharing. This strategy not only helps SAIC better to meet the consumer into the industry, but also become a solution provider of the industry.

    摘要 i Abstract ii 致謝詞 iii 目錄 iv 圖目錄 vi 表目錄 vii 第一章 緒論 1 1.1 研究背景 1 1.2 研究動機 2 1.3 研究問題 2 1.4 研究架構 3 第二章 文獻綜述 4 2.1 互聯網汽車與車聯網 4 2.2 SCP模型 6 2.3 平台策略 7 第三章 研究方法 10 3.1 個案研究法介紹 10 3.2 個案選取 10 3.3 資料收集 10 3.3.1 初級資料來源 10 3.3.2 次級資料來源 12 第四章 個案研究 13 4.1 上海汽車乘用車公司SCP分析 13 4.2 中國汽車產業概況 14 4.2.1 新能源汽車發展介紹 15 4.2.2 網聯智慧汽車發展介紹 16 4.2.3 互聯網下汽車銷售管道介紹 18 4.2.4 互聯網出行市場 19 4.2.5 小結 20 4.3 上海汽車公司介紹 21 4.4 上汽如何因應互聯網大潮的衝擊 21 4.4.1 考慮多方需求和改變,尋求共性 22 4.4.2 上汽新四化策略,發展互聯網汽車 25 4.4.3 基於平台策略,整合線上線下服務 31 4.4.4 上汽多角化策略,成果頗豐 33 4.4.5 小結 34 第五章 結論與討論 35 5.1 結論 35 5.2 討論 36 5.2.1 需求面: 發掘政策,消費者和產業之間的共同性 36 5.2.2 組織面: 以產品為中心多角化發展,深入產業面 36 5.2.3 服務面: 考慮消費者線上線下的服務 37 5.2.4 小結 37 參考文獻 38

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