Taking stock of new energy events: new people laugh and old people cry

"The future is uncertain"

If it weren't for the reminder of our friends, we might not realize that there is only one last calendar left this year.

Seeing that 2020 is coming to an end, it is estimated that many friends have already started planning the New Year holiday. However, as the so-called "shopping malls are like battlefields", the fierce killing of the automobile industry will not stop because of the arrival of the end of the year, especially the new energy industry that has been rapidly iterative in recent years.

This is not just two days ago. With the fall of an "old car company", new people joined the battle.

Departure: Zotye New Energy

On February 2, 65438, *ST Zotye announced that Zotye Automobile Co., Ltd. recently received a civil ruling issued by the People's Court of Yongkang City, Zhejiang Province, and learned that Zotye New Energy Automobile Co., Ltd., a wholly-owned secondary subsidiary of the company, was applied for bankruptcy liquidation by creditors on the grounds that it could not pay off its due creditor's rights and its assets were insufficient to pay off all its debts.

According to the relevant provisions of the Enterprise Bankruptcy Law of the People's Republic of China, the ruling is as follows:

The applicants Hangzhou Tiecheng Information Technology Co., Ltd. and Jin Hu (China) Tire Sales Co., Ltd. filed a case to accept the bankruptcy liquidation application of the respondent Zotye New Energy Automobile Co., Ltd.

Zhejiang Jingheng Law Firm was appointed as the bankruptcy administrator.

Zotye New Energy, as a wholly-owned subsidiary of Zotye Automobile, will become an important profit source of the company and play an important role in the company's sustainable operation and development if it is subsequently transferred to the restructuring procedure due to legal circumstances, and the company will be the restructuring investor to promote the success of Zotye New Energy.

However, if Zotye New Energy is not transferred to the reorganization procedure and is finally declared bankrupt by the court, or transferred to the reorganization procedure, the company will lose control of Zotye New Energy and Zotye New Energy will no longer be included in the scope of the company's consolidated statements.

In fact, the decline of Zotye's new energy has long been a harbinger. As early as April, 2020, we reported the news that it was collectively defended because it owed a large number of employees wages. And in 20 19, Zotye New Energy was also sued by the supplier Shenzhen Bicycle Power Battery Company, demanding that it pay the payment and pay the overdue payment penalty of 6160,000 yuan.

But that's not all. Judging from the public information on the Internet, Zotye New Energy has also defaulted on the payment of many suppliers such as Ningbo Yongxin and Hunan Fu Wei Automobile. But the worst should only be the bicycle power battery company. Due to the break of the capital chain, the whole company has experienced a serious business crisis.

Back in 2008, when the "big flag" of new energy just rose, Zotye New Energy won the first production and marketing qualification in China and took the first step ahead of all independent brands. Zotye 2008EV launched in the same year is also a well-deserved "pioneer". In 2009, this car was also selected into the first batch of "Recommended Model Catalogue for Demonstration and Application of Energy-saving and New Energy Vehicles" published by the Ministry of Industry and Information Technology, which can be described as a moment of infinite scenery.

At that time, Zotye New Energy also said that it was not a simple "tape measure factory". It has a new energy vehicle research institute with more than 65,438+000 experts, doctors, senior engineers and more than 500 people at home and abroad, and its overall strength is very strong.

It's just that everyone knows what happened afterwards. Because of long-term "no progress", its core technology is increasingly scarce, and its product competitiveness has plummeted. The sights and sights of more than ten years ago have only left a sigh today.

Entering the market: Volkswagen Anhui

Maybe, like me, you will be puzzled when you first see the name "Volkswagen Anhui", but in fact, its predecessor is Jianghuai Volkswagen, which once caused a lot of trouble in the city.

As for why JAC Volkswagen "changed its face", it was because JAC Volkswagen announced a few days ago to the effect that Volkswagen had already held 75% of the shares of JAC Volkswagen Joint Venture through capital increase, so JAC Volkswagen Automobile Co., Ltd. was officially renamed as "Volkswagen (Anhui) Co., Ltd.".

Of course, after the company changed its name, its main business is still: "The business scope includes the research and development and manufacturing of pure electric vehicles; Manufacturing of core components related to new energy vehicles such as R&D and electric vehicle batteries; Sales of complete vehicles and their parts and accessories; Import and purchase goods and services needed for its business activities in China. "

From the listing of ID.4 series last month to the makeover of Jianghuai Volkswagen, it is not difficult to think that Volkswagen wants to "make waves again" in the domestic new energy market, but judging from the position of Volkswagen brand in the hearts of domestic consumers, it is almost certain to achieve great success.

However, behind this seemingly "good flowers and good rice", some people have questioned: Is it really good to see Jianghuai?

Such doubts have to be said to be reasonable. After all, the lessons of Brilliance Auto are just around the corner. In the joint venture between Brilliance and BMW, BMW also holds 75% of the shares, but BMW has not changed the name of the joint venture. Now the situation of Brilliance Auto can only be said to be regrettable.

In fact, JAC's net profit in the first three quarters of this year was only 42 million, down 65. 18% year-on-year. For it, there is not much retreat at the moment, so it is not a bad thing to be "occupied by the public" at this time. As for whether Brilliance Auto will once again become the foundry of the joint venture, I personally think the probability is very high.

But is this necessarily a bad thing? Not exactly. Whether it's FAW Audi, Beijing Benz or BMW Brilliance, in fact, the right to speak of our independent enterprises in the joint venture project China is quite weak, and the birth of Volkswagen Anhui just tore off this last "fig leaf".

More importantly, whether JAC can seize the opportunity of marriage with the public to learn, to build new systems and structures, and to use them, no matter whether they are ultimately embodied in the Sihao brand or other new brands, as long as they gain something, they will certainly not lose it.

In addition, JAC still occupies an important position in the domestic commercial vehicle field. Do you want it to be a "puppet" of the public willingly? It's impossible.

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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.