Everyone is familiar with this naming method, such as "Volkswagen (China) Investment Co., Ltd.", and the word Jianghuai has completely disappeared. In addition, Volkswagen's action to go to Jianghuai in this joint venture company is still going on in terms of products. According to Yichehui, the Sihao products previously sold in JAC Volkswagen channel were returned to JAC passenger cars by Volkswagen Anhui. At present, Volkswagen Anhui has no products for sale, and the marketing work has officially entered a state of suspension, waiting for the new products with Volkswagen logo to be put into production and sold.
Is Volkswagen ID. 1 expected to be introduced into production?
In the era of comparison between JAC and Volkswagen, the new energy products developed and produced by JAC are classified into the sales system of JAC Volkswagen. At the beginning of this year, under the overall leadership of Volkswagen, JAC Volkswagen completely rebuilt its sales channels, mainly promoting the product E20X, and JAC Volkswagen also made several electronic syllable marketing projects for the brand. ?
In June, JAC and Volkswagen re-signed the investment agreement. After the shareholding ratio of the Volkswagen joint venture company increased to 75%, Volkswagen, as the absolute leader of the joint venture company, re-formulated the product plan and returned the Sihao brand to JAC passenger cars. At present, the sales team of Volkswagen Anhui has no cars to sell and has entered a semi-dissolved stagnation state.
After Jianghuai Volkswagen established a 50:50 new energy joint venture company, there were many questions from outside. Public opinion believes that there is absolutely no need for Volkswagen to reinvest in a 50:50 joint venture company, because with such a cooperation model, the North and South Volkswagen are fully capable. ?
Now JAC and Volkswagen have become the second 25:75 joint venture company between China and foreign countries after BMW Brilliance, and all the business of Volkswagen has been completed in one go. Now, Volkswagen has a very large operating space for Volkswagen Anhui, and it is no longer necessary to be the anchor of the brand Sihao.
According to E Car Exchange, the first product of the renamed Volkswagen Anhui Joint Venture Company may be MEB? Lite platform products, production models are expected to be more entry-level? Volkswagen ID. 1. In terms of product strategy, this new joint venture company will completely erase the shadow of Jianghuai in the future, focusing entirely on Volkswagen brand logo products.
Is the market optimistic about Jianghuai's exit? ?
As early as this year, it was reported in the fifth workshop that the negotiation between JAC and Volkswagen began, and JAC's share price went up all the way until the dust settled and its share price tripled. After the announcement of the official name change of the joint venture company was issued, JAC's short position only made a symbolic struggle, and its share price was directly sealed to the daily limit. Contrary to the stock price rise, strictly speaking, the joint venture company was eaten and renamed JAC, which is not good news for JAC. ?
If we interpret the market sentiment in this way, then everyone is optimistic that the joint venture company led by the public will make more money in the future and distribute more dividends to Jianghuai. Even if the joint venture company JAC has a low dividend ratio, it is more promising than JAC's participation.
In the third quarterly report released by JAC, JAC's total revenue was 406.5438 billion yuan, a year-on-year increase of 7.7%. However, the profit declined rapidly, with a net profit of 42 million yuan, down 65. 18% year-on-year. More seriously, the non-net profit was a loss of 965.438 billion yuan, down 985.38+02% year-on-year. A simpler interpretation is that Jianghuai sells more cars, but it still doesn't make money because it loses more when selling cars. ?
The situation of Volkswagen and BMW is similar. Due to the weakness of its partners, it can smoothly promote the opening of the share ratio. In the future, the imagination of Anhui in China will be very large. Doubts about domestic Porsche and so on may gradually be uncovered.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.