If these two car companies let you choose an investment, I believe most people will choose Weilai without hesitation.
However, Beijing Yizhuang International Investment and Development Co., Ltd. (hereinafter referred to as "Yizhuang Guotou"), which gave up the great opportunity to invest in Weilai Automobile last year, did the opposite.
"Polaris has signed a strategic cooperation agreement with Yizhuang SDIC." According to Cailian, a person familiar with the matter disclosed that in the future, Polaris' China headquarters and Polaris' national flagship exhibition hall will be located in Yizhuang, that is to say, the "Weilai model" will be followed.
Give up Weilai, the "new power of online celebrities" whose net worth has soared about 20 times a year, and invest in Polaris, which has low sales volume and is little known. Isn't this picking up sesame seeds and losing watermelon?
This wave of god's operation is really surprising.
Yizhuang SDIC was exposed to invest in Polaris Automobile.
As early as August this year, some media reported that Polaris could introduce social capital. It is said that the capital or funds from Beijing will be used to plan the new factory. The news revealed here is that investors may come from Beijing.
Three days ago, foreign media reported that Polaris Automobile was in final negotiations with investors, and planned to raise 800-900 million US dollars. The intended investors included Yizhuang SDIC. This is the first time to name names, revealing that the investor may be Yizhuang Guotou.
Today, Cailian quoted insiders of Polaris as saying that Polaris has signed a strategic cooperation agreement with Yizhuang Guotou. According to an insider, the future headquarters of Polaris in China and the national flagship exhibition hall of Polaris will be located in Yizhuang, near the exhibition hall of Tesla Yizhuang.
"A vacant office building nearby, the authorization center of a high-end ultra-luxury car brand, may become the flagship exhibition hall of Polaris and the headquarters of China District in the future." The above-mentioned insiders also revealed that this cooperation will refer to the agreement almost reached between Yizhuang SDIC and Weilai Automobile, or will also adopt Weilai model, that is, set up a new entity "Polaris China" in Beijing Yizhuang Economic and Technological Development Zone and inject specific business and assets into the entity.
Judging from the series of information, this matter is highly credible and needs to be announced by both parties in the details of follow-up cooperation.
What is the origin of Yizhuang Guotou?
According to the data, it belongs to the Financial Audit Bureau of Beijing Economic and Technological Development Zone. It is a state-owned investment and financing company serving Beijing Yizhuang's industrial transformation and upgrading and scientific and technological innovation. It is also one of the entrusted investment management institutions of five municipal equity investment funds in Beijing, with an appropriate "country" font size.
For Yizhuang SDIC, the selection of Polaris is not an accidental event, which is closely related to Volvo Cars, the parent company of Polaris.
As early as ten years ago, at the critical stage of Geely's acquisition of Volvo, Yizhuang Guotou reserved land for Geely and promised to provide Geely with 3 billion yuan in acquisition funds by issuing bonds. Geely also established Beijing Geely Wanyuan International Investment Company for the acquisition of Volvo, and its registered address is located in Beijing Yizhuang Economic and Technological Development Zone. However, due to various reasons, the two sides did not carry out further cooperation.
This time, Yizhuang SDIC threw hydrangeas at Polaris, a high-end electric vehicle brand owned by Volvo Cars, which was not abrupt.
For Polaris Auto, it is absolutely multifaceted to use Yizhuang International Investment Co., Ltd.: in addition to obtaining financial support, it can also establish cooperation with BAIC New Energy through Yizhuang International Investment Co., Ltd. (Yizhuang International Investment Co., Ltd. is a shareholder of BAIC New Energy) to realize the strategy of "integrating Lian Heng" that Geely has always emphasized.
Judging from the nature of cooperation, both sides really want what they want, so they can hit it off.
What is the value of the unknown Polaris? ?
In the automobile circle, the name Polestar is not unfamiliar, but among consumers, few people have heard of it.
For consumers, this is a little-known car brand, and some people even equate it with new car-making forces such as Zero Run, Xinte and Ranger. What is the investment value of such a little-known emerging brand? We speak with facts.
As a high-end electric vehicle brand under Volvo Cars, Polaris was established only three years ago, and its * * * has two production models, namely Polestar? 1 and? Polestar？ 2. It was delivered to the market at the end of last year and July this year respectively. The total number of vehicles in China is only a few hundred, so the probability of seeing Polar Star cars on the road is lower than that of seeing Ferrari.
Polestar, the first production car? 1 This electric hybrid GT coupe not only sells at a price as high as 1.45 million yuan (domestic), but also sells 500 sets worldwide every year, without giving any explanation to the outside world for questioning Polaris, and its posture is not generally high.
It can be seen that this car is not sold for sales, but a special model launched by Polaris to create a "high-end personal design".
The second production car is for measuring. 20 19 was listed in April and delivered in July this year. This pure electric midsize car is no longer like Polestar? As proud as 1, the "people-friendly" price of 29.8-410.8 million yuan, is this the benchmark for domestic Tesla models? 3, but the sales of the two are quite different. Current model? In March, it sold more than 10,000 units, and Polestar? Since the delivery in July, the cumulative sales volume is only a few hundred units.
Ironically, Polaris was not known for its public relations, but for its recall.
165438+1October 13, according to the announcement of the State Administration of Markets, Polaris announced that it would recall 55 1 from June 2020165438+1October 23. The reason for the recall is that the screws on the large-capacity capacitors of the front and rear axle inverters are connected.
Prior to this, Polaris Motor just announced the recall of the first edition pure electric vehicle of Polaris 2 made in China on June 65438+ 10+June 65438. The reason is that there is an internal logic problem in the software of the power battery energy control module (BECM), and the electronic control unit may be reset intermittently, resulting in the loss of power when the vehicle is running.
Only four months after delivery, Polestar? It was recalled twice in China, which made people question the quality control of Polaris.
In fact, Polaris has carried out two comprehensive recalls not only at home but also abroad: for the first time, due to software failure, all the 2,200 delivered models of New North Polaris were recalled in the European market? 2. For the second time, Polaris 2 car was recalled worldwide due to inverter failure and high-pressure coolant heater failure (among them, 55 1 was recalled from China market).
Although the official of Polar Star said that there were no safety accidents in these failures, they were recalled continuously at home and abroad because of software and hardware problems only four months after delivery, and even there was a major problem of "squatting" during driving. Before the establishment of consumer confidence, the brand image was greatly damaged and the development prospect was worrying.
Give up Weilai this watermelon to pick sesame seeds?
It is such an electric car brand that has neither consumption nor popularity. It is really puzzling that Yizhuang Guotou takes a fancy to it.
It should be noted that Yizhuang Guotou frequently appeared in the headlines last year because of Weilai Automobile, and the two sides only decided to get married at a small distance.
20 19 May, when funds were very difficult, Weilai Automobile, which was in urgent need of financing, took the initiative to declare that it had obtained the investment of Yizhuang Guotou10 billion yuan. The two parties will set up a new entity "Weilai China", and Yizhuang Guotou will assist in building or introducing a third party to build Weilai China advanced manufacturing base to produce Weilai second-generation platform models.
However, the cooperation between the two parties fell through, which led to the investment of Hefu SASAC falling through.
Now, I wonder if Yizhuang Guotou regrets it.
In the second half of this year, concept stocks related to new energy vehicles rose sharply. With the help of Hefu SASAC, Weilai Automobile also spent the most difficult 20 19 years, and its net value soared in 2020.
As of the close of 65438+February 1, Weilai's share price has risen by more than 1 1 times this year, and its total market value has reached 616.65 million US dollars (equivalent to RMB 404.485 billion), making it the second highest car company in China (BYD's market value is 463/kloc-).
If we had successfully invested in Weilai Automobile, Yizhuang Guotou would have earned a lot of money. Unfortunately, Yizhuang Guotou turned a blind eye and failed to seize the opportunity.
Looking at the product matrix and sales scale, Weilai has three models: ES8, ES6 and EC6, all of which are very affordable. This year, 367,265,438+0-165,438+0 vehicles have been delivered. On the other hand, its two models, Polaris, only sold 55 1 vehicle as of early June, which is not as good as Weilai's.
It is also an electric car brand, which is higher or lower, and who is more worthy of investment, at a glance. Giving up Weilai and investing in Polaris is tantamount to giving up watermelon and picking up sesame seeds.
In particular, Yizhuang SDIC may also adopt the "Weilai model" to invest in Polaris, further deepening the comparison between Weilai and Polaris.
In the automobile industry in 2020, this transaction of Yizhuang Guotou really surprised people.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.