After nearly two years of fighting for "robbing people for money," the new vehicle builders gradually removed the "PPT" vehicle maker's hat.

In recent days, the “News” of the new vehicle builders have been frequently reported: Ranger Motors has received RMB 5 billion in Round B financing, Car and Home announced that it has completed RMB 3 billion in Series B financing, and Weima Motors has launched the first production line of EX5 to be installed offline The ceremonies, the delivery of ES8, a production vehicle for the Weilai Motors, and the announcement of the construction of the factory began.

Although many new carmakers are "running aggressively," they have become "candid hurdles." Take Baiteng Automobile, which once insisted on self-built plants, for example, although its founder, Dai Lei, stated that the certainty of applying for production qualifications is high, but now he also said that he has prepared alternatives. "The state must control production qualifications. I understand and think that it is right. For our company, no matter what the approach, we can pass the assessment. Because we are actually making products, we must do a good job of the products as soon as possible. Going to the market.” Hui Hui founder Shen Hui admitted to the “China Business” reporter. Wan Rui, director of Weilai Automotive Communications, told this reporter: “Weilai has been applying for production qualification since its inception, and operating a company requires many similar qualifications. Weilai has always been in accordance with the relevant regulations of the country in accordance with the established rhythm. In order to solve related problems, the Weilai ES8 products have already been on the market."

According to the plans of the new vehicle manufacturers, many companies' products will be launched this year. Cui Dongshu, secretary-general of the National Passenger Vehicle Market Information Association, said: "This year will be a crucial year."

Lifeline financing

For the new vehicle builders, financing is the key to ensure the implementation of the pre-project. According to Weimar Automobile's estimation, at least 20 billion to 30 billion yuan will be invested in the overall layout. He Xiaopeng, chairman of Xiaopeng Automobile, once bluntly said at the financing conference: “Financing is the key to the survival and development of the Internet-based vehicle manufacturing industry.” Therefore, the new forces of the constructors have been kept on the battlefield of capital. According to incomplete statistics, in 2017, the total financing of new vehicle manufacturers reached about 22 billion yuan.

On the most recent March 31, the Ranger Automobile, established in 2014, announced that its B-round financing was 5 billion yuan. Currently, Ranger Motor has accumulated financing of 6.22 billion yuan and the overall valuation is 12.2 billion yuan. “From the original not being optimistic, and attracting investment from many institutions until now, our efforts and efforts have been confirmed to a certain extent.” Wei Jun, chairman of Ranger Automobile, stated at the media communication meeting.

The performance of other new vehicle builders in financing is also remarkable, and the financing of Weimar Automobile and Weilai Automobile, which has been hot, has reached a scale of RMB 10 billion. Among them, Weimar Automobile has just completed a Series B financing of US$1 billion (approximately RMB6.3 billion). As of now, the accumulated financing has exceeded RMB12 billion; the five-wheel financing of Weilai Automobile has exceeded RMB14.6 billion; Round of financing exceeds 4.6 billion yuan; Xiaopeng Automobile has 3 billion rounds of financing exceeding 5 billion yuan; Recently, Car and Home announced financing of more than 5 billion yuan; Byteng Automobile is conducting round B of financing, and is expected to be 1 billion to 2 billion U.S. dollars (about 63 yuan). Billion to 12.6 billion yuan). "But in the future, the centralization of financing will be a trend. After all, mainstream manufacturers can gain recognition, and mainstream investors will also have their own core investment targets in the future." Cui Dongshu said bluntly.

At the same time, however, the questioning of the capital chain of the new vehicle builders has never stopped. Recently, some media reported that Weilai’s auto insiders disclosed a profit forecast to the media. It is expected that Weilai’s car will achieve a sales volume of 30,000 vehicles and an operating income of 11.4 billion yuan this year, and it will face 5.1 billion yuan. Loss. According to this profit forecast, Weilai Automobile will achieve profitability by 2020. By 2021, the total revenue of Weilai Automotive's business will reach 154.3 billion yuan, and net profit will also rise to 16.1 billion yuan. And there are media reports that there may be problems with Weilai’s auto capital chain. When this reporter asked Wan Rui for verification, Wan Rui stated that Weilai’s automobile did not comment on these articles, and repeatedly emphasized: “Weilai Motor will not publish the target data, and we insist on saying it again. We will take the initiative Publish our specific results to the media.”

However, it is worth noting that the automobile is a capital- and technology-intensive industry, and the capital demand is a common concern of the current new vehicle builders. Taking Tesla as an example, under the record of sales of 103,000 vehicles in 2017, the transcripts it submitted were not good-looking, with a net loss of 1.96 billion U.S. dollars (about 12.3 billion U.S. dollars). Because Tesla has repeatedly delayed the delivery of vehicles, it has recently been revealed that if there is no follow-up financing, the funds will be exhausted before the end of the year. This electric vehicle manufacturer, which has a market value equivalent to that of Ford Motor Co., is currently in an embattled position. This is not a good thing for other new vehicle manufacturers. In particular, the successful delivery of Weilai vehicles that are currently facing mass production of the ES8 will greatly affect the company’s profitability. “We are committed by the customers to the delivery of the intention to purchase car is to ensure that the delivery of the first 10,000 initial models before the end of September this year is completed, starting delivery of conventional models in October.” Wan Rui said with certainty. In addition, for the profitability issue, the new vehicle builders will usually choose to avoid talks. Weima said: “The profit time is not convenient at the moment. Our priority now is to make our products good and sincere and honest. The product is ready and users will pay for it.”

The pain of the "grant card"

If the issue of profitability is still a distant “far off”, the current production qualification is a reality that the new vehicle builders have to face. According to the "Regulations on the Management of Newly-built Electric-Electric Passenger Vehicles" issued jointly by the National Development and Reform Commission and the Ministry of Industry and Information Technology, if the products of new-build vehicle makers are to be mass-produced, they must obtain two "Enrollment Certificates" and a production approval approved by the National Development and Reform Commission. Qualification, another production and sales approval by the Ministry of Industry and Information.

In fact, since the implementation of the "Regulations on the Management of Newly-built Pure Electric Passenger Cars" in July 2015, there have been 15 newly-built enterprises that have obtained the production access qualifications approved by the National Development and Reform Commission. However, since May 16, 2017, no company has received approval. It is understood that many launches of new vehicle-building products are concentrated in the period from 2018 to 2019. During the key window of this development, the state has slowed or even suspended the approval of new energy vehicle companies. Previously, some experts analyzed that the suspension of issuance is mainly due to the slow progress of companies that have obtained new energy production qualifications. The leading role in the development of new energy vehicles has not reached the previously expected results, and no "carp" effect has been formed. However, this is undoubtedly a “blow” for the new vehicle builders. The failure of production qualifications means that the huge investment in the previous period will be frustrated.

According to the mid-term goal of Beiteng Automobile, it is planned to successfully launch products by the end of 2019. Dai Lei stated that the certainty of applying for production qualifications is very high. However, in the light of the current situation, Dai Lei, who had been insisting on building his own factory, has now loosely said that he has prepared an alternative plan, but did not disclose the method.

With regard to how to solve the problem of production access qualifications, there are mainly two new ways of “recovering the country through the curve”.

The first is foundry. This model has been arguing in the industry. The industry has questioned the existence of potential problems in the foundry model where product quality is difficult to control, and the choice of the OEM model seems to be more expediency for the new vehicle manufacturers to quickly launch products to occupy the time window. Li Bin, the founder of Weilai Automobile, repeatedly emphasized that there are many high-quality production capacity in the country, and it is waste to duplicate the construction of a production plant. On the other hand, Shen Hui, who held the opposite view, repeatedly said in public: "In the hands of the factory, most of the problems can be filtered out in the process, so that products handed over to the user can be more secure, and my heart can More confidence.” Despite the discussion, Weilai Automobile and Xiaopeng Automobile have already determined that their first electric vehicle product will be selected as a model for OEM. Among them, Weilai Motor’s foundry is Jianghuai, and Xiaopeng’s car is Zhengzhou Haima. However, it is worth noting that Xiaopeng Motor will build its own factory in Zhaoqing, Guangdong, and Weilai Motor also announced that it will build its own factory in Shanghai. Previously, Weilai Automobile’s internal staff told this reporter: “The qualification for production access is in the application, but the country has the final say.”

The second is buying shells. Prior to this, Weimar Motors acquired Dalian Huanghai Automobile Co., Ltd. for 1.18 billion yuan and obtained product qualifications including SUVs and MPVs. This approach also gives new possibilities to other new vehicle manufacturers. However, due to the auto industry's exit mechanism, inefficient production companies and zombie car companies have gradually been cleared. For example, 34 companies recently had to be disqualified from the industry because they did not meet the access conditions. For the new forces in the construction industry, the search for suitable "shell resources" will also be affected.

However, it is worth noting that, in addition to the production approval qualifications reviewed by the NDRC, the new vehicle manufacturers must also face the production and sales approval of the Ministry of Industry and Information Technology. At present, only six new companies have been approved, and the most recent one is the prospective car approved on April 4. In accordance with relevant national policies and regulations, enterprises that have obtained the approval of the National Development and Reform Commission must start construction within two years and sell within three years. This means that of the 15 new car manufacturers that have obtained production access qualifications, 9 will have to complete the construction of the factory in the first half of 2019 and will be approved by the Ministry of Industry and Information Technology before the first half of 2020. This is undoubtedly a severe one. challenge. However, according to Weilai Automobile and Weimar Automobile, as long as they create products that have the need for consumption, qualifications will not be an obstacle to development.

Only fast is not broken?

At present, many new vehicle manufacturers have introduced mass production models. The speed at which products are landed will become the most critical test for new vehicle builders. At present, the production of ES8, a production vehicle for Weilai, is due to be delivered; Weimar Automobile has recently held the production test-off ceremony for the first production car of EX5 in Wenzhou, and announced the start of the mass production process; the pure electric concept SUV of Beiteng Automotive was recently unveiled in China. , and will officially meet the public at the Beijing Auto Show in April this year. According to plans of many new vehicle manufacturers, mass production will be realized before and after 2020. In addition to the introduction of mass production models, the pace of construction of new vehicle manufacturers in the factory has gradually accelerated. On April 3 this year, the Hubei factory of the Ranger Auto was officially launched. On the same day, the electric coffee car announced that the entire vehicle production base in Shaoxing broke ground.

While the new vehicle builders created speed records, some media raised doubts and quality concerns about the R&D cycle of the new vehicle manufacturers. It was said that before a traditional company researched and developed a car, it took 48 to 60 months to build a new force. R&D production resources are not as perfect as traditional car companies, but the new forces of R&D are very fast. For example, from the establishment of the cloud to the listing of the market for 22 months, Wei Lai car from the establishment of the market to 37 months, Xiaopeng car from the establishment of the time to market is about 46 months. "The realization of the product development cycle can be compressed by new technologies. Now the international and domestic automakers are speeding up, not as long as 48 to 60 months, but it is still not as short as the new construction vehicle." An auto engineer who declined to be named told the reporter: “However, the actual situation of each company is different. It is impossible to judge the details without knowing the details.” In the face of some consumers who work on the quality of Weilai Auto Exhibition Vehicles, Wan Rui also Only said: "Weilai will ensure the delivery of products that meet quality standards."

How to complete cost amortization and profit release in the future is a greater challenge for new vehicle manufacturers when they are mass producing. “The car that builds new forces will do a lot of glitz, but the ability to scale will be weak. Therefore, we emphasize the need to do well in the car, but also have the ability to scale.” Wima Motor Co-founder Lu Bin, vice president of strategic planning, said. In the face of reporters' questions about whether the Weilai car could be mass-produced, Wan Rui’s rumors expressed his belief in Weilai’s car: “Cars are not a winner-take-all industry. Each company has its own path to survival and development. The rhythm of the development of Wei Wei has basically reached a large set of goals.”

In terms of sales target, Weilai Motors’ target for this year is 30,000 vehicles, and Yundu’s sales target is 35,000 units. It is worth noting that, by the end of 2017, Yundu π1 had sold more than 2,400 vehicles due to landmark approval delays and production capacity, and only completed 24% of the 10,000 sales target for the previous year. Looking back at 2017, only nine car companies sold more than 30,000 new energy vehicles, all of which are traditional car companies. Subsequent manufacturers of new vehicles want to seize the market share to complete the sales target, had to face the situation of the traditional car companies wolf.

With the launch of new forces in 2018, the traditional car companies have also entered the fast lane of transition, and the time left for new vehicles has become less and less. An auto analyst who declined to be named said frankly: “The future is not a flourishing situation. Although there are a lot of new forces influencing vehicles, considering that the automotive industry is an industry that continues to burn money for several years, it should only There are a few left."



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