Among them, at the closed-door summit of this forum, Guo Shougang, deputy director of the First Division of Equipment Industry of the Ministry of Industry and Information Technology, said that the next key work of China automobile industry includes "orderly releasing OEM production, strictly implementing special publicity system, promoting industrial concentration, and restraining blind investment and construction", which also means that the OEM production mode favored by the new forces of automobile manufacturing has been officially recognized and supported by the state and the Ministry of Industry and Information Technology.
(The picture shows Guo Shougang, deputy director of the Equipment Industry Division I of the Ministry of Industry and Information Technology)
As mentioned above, as a special car-making group with the highest degree of "new three-oriented" in the current independent automobile market, the new car-making forces are also the main initiators and core participants of the automobile OEM production mode in the past five years, and they will undoubtedly become the biggest beneficiaries of the policy changes in the automobile industry.
But then again, it has been four years since 20 17 was called the first year of new energy in China. The drastic changes in the new energy market in the past four years have made many new car-making forces or traditional car companies unable to enjoy such policy dividends. The following four pairs of famous OEM cooperation cases have all embarked on completely different tracks.
Mutual achievement breeds crystallization: Jianghuai and Weilai
First Tencent and Gaochun Capital, then Lenovo and Baidu Capital, and finally directly from Silicon Valley and Tesla. Weilai's hematopoiesis history and its "curve excavation" almost explain how fast it has developed in the past seven years.
As the most beautiful "sharing king" among the new forces of making cars, Weilai is not always so smooth. In 20 19, Weilai, who had just experienced high light, felt the stimulation of ice and fire in a series of problems such as spontaneous combustion of ES8, shrinking battery life, product recall and factory abortion. The losses for 42 consecutive months burned more than 20 billion yuan, which made this newly expanded army feel the power of the capital market. In such a dark moment, while financing, laying off employees and selling teams, Weilai Automobile has the same attitude as LeTV while enriching blood and reducing expenses.
However, in the "fire and ice", it is not the technology or capital companies we mentioned that help Weilai, but Jianghuai Automobile, Weilai's OEM, Hefei Municipal Government, SASAC and related strategic investors.
Although Hefei has always been called a "professional venture capital city", as for the 1 126 billion invested in Weilai in early 2020, in fact, everyone can see that it has something to do with Jianghuai. No matter from the tripartite relationship between Hefei Municipal Government and Jianghuai Volkswagen, or from the state-owned enterprises behind it, such as Anhui Ketou, Anhui Tietou and Hefei Production Investment, Jianghuai has always had a deep bond with Hefei, but for Jianghuai's "daughter".
(The picture on the left shows Li Bin, founder of Weilai Automobile, and the picture on the right shows An Jin, chairman of Jianghuai Automobile)
In this endless relationship, Weilai, who has successfully survived the crisis, recently established Jiang Lai Advanced Manufacturing Technology (Anhui) Co., Ltd. with Jianghuai Automobile. Weilai, who knows how to pay off debts, has given Jianghuai, which is struggling in the passenger car market, more opportunities to recuperate or find another way, making them the best models in the history of OEM cooperation.
Mutual utilization: hippocampus and Tucki
Hainan Haima Automobile, once famous for producing Mazda, was also rescued from the quagmire by the power of new cars. 2065438+On September 29th, 2007, it signed the Framework Agreement for Cooperative Manufacturing of Tucki Brand Cars with XpengMotors, a new force in car manufacturing. The two companies will cooperate in the research and development, production and sales of new energy vehicle products. In fact, the hippocampus, which has fallen behind in the field of new energy research and development, only exists in the cooperative relationship of Xiaopeng G3 and other products, but it still brings a glimmer of life to the gradually marginalized hippocampus.
Even before signing the cooperation agreement with Haima Automobile, the brand founder He announced that he would build his own factory in Zhaoqing. Although it took a long time to wait for funds, the factory that was put on hold for a year was covered with weeds. However, after the construction starts at the end of June, 20 18, the reconstruction site in Japan will become a production base with five workshops in 5 months.
Later, Tucki obtained the production qualification of new energy passenger cars through the acquisition of Guangdong Fudi Automobile (later renamed Zhaoqing Tucki New Energy Investment Co., Ltd.), and officially became a member of the road motor vehicle manufacturing enterprise of the Ministry of Industry and Information Technology in May last year. Since then, the breakup between Haima and Tucki has changed from an anecdote to a formal countdown (the framework agreement on automobile cooperative manufacturing between the two parties is valid until 202 1 12 3 1).
A careless friend is hard to stop: the Yangtze River and Zero Run.
Compared with Haima, which can find a horse by riding a donkey, the brand history can be traced back to Changjiang Automobile in the mid-1950s, but it is not so lucky.
At the beginning of 20 19, Changjiang Automobile (Changjiang Passenger Car) won the contract for the OEM production of zero-run cars by virtue of its geographical position as a local automobile enterprise in Hangzhou, Zhejiang. At the press conference of Zero Run S0 1 held by Beijing Water Cube, the vice president of Zero Run Auto also officially confirmed this news. Who would have thought that the olive branch, after all, was not a poplar branch in the pure bottle of Guanyin Bodhisattva's sheep fat jade, but died for the Yangtze River car.
Li Ka-shing, the richest man in Hong Kong, invested capital to gain market attention. It has "double qualifications" (NDRC: new energy vehicle production qualification/Ministry of Industry and Information Technology: new energy passenger car production qualification) and has been endorsed by the governments of Guizhou, Shenzhen and Chengdu. However, with the infighting of the actual controlling shareholder Wulong Electric Vehicle, Li Ka-shing withdrew from the list of shareholders, and his hematopoietic capacity was insufficient. There was a concentrated outbreak.
(The picture shows Li Ka-shing, founder of Changjiang Hutchison Industrial)
In fact, in the second half of 20 18, before signing an agreement with Zero Run, there was a new crack in the capital chain of Changjiang Automobile. 2065438+Since February 2009, Changjiang Automobile has frequently stepped into the dock due to the problem of unpaid wages.
After a night of heavy rain, Changjiang Automobile, which was already in the center of the capital vortex, was ruled by the State Administration of Market Supervision that due to the collective rights protection of S0 1 owners, the vehicles produced by S0 1 had quality problems, and * * * recalled 150 vehicles with quality problems ... Just like the olive branch thrown by S065438 at the beginning, with the breaking of this olive branch, the total principal and interest of foreign debt amounted to 30.
Frequent Gossip and Anti-takeover: Lifan and Ideal
In fact, Li, as one of the three giants of the new car-making forces, reported the OEM plan before it was officially put into production, and the other protagonist in the plan was the former "motorcycle king"-chongqing lifan Automobile.
However, just as public opinion almost confirmed the ideal cooperative relationship between Lifan and the company, Che Hejia, the parent company of Lifan brand (changed its name to "Li" on June 29th, 20 19, realizing the unification of the company and brand naming) announced that it had formally acquired the equity of Lifan Automobile100 at a price of 650 million yuan, and Lifan also obtained the passenger car production qualification through this acquisition. In the same year165438+1October, the first Li ONE production car also rolled off the assembly line from Changzhou manufacturing base.
A scandal that has been rumored for a long time ended in the disillusionment of Legend of the Past. 20 14, leading most traditional automobile manufacturers to enter the new energy market. After the acquisition of 20 19, it is still plagued by creditor's rights litigation. Lifan motor bid farewell to the passenger car market that has never been able to stand on its feet. At the same time, there is only one way to review the motorcycle business. ...
Written in.
From "unreliable" to "limited", from "legalization" to "encouragement", the new forces that finally survived on the basis of internet technology proved that the decision to choose OEM production was wise enough. Although Weimar, Tucki and Weilai, who opposed OEM from the beginning, have always been "swinging dogs", the power of new cars can really keep up.
Perhaps for those traditional car companies that have "degenerated" into OEM factories, this OEM model will feel a bit demeaning. We can see that in the past few years, traditional car companies such as Changfeng Cheetah, Dongfeng Yulong Nazhijie, Brilliance Auto, Zotye Auto, etc. Those who have repeatedly heard bankruptcy rumors and even filed for bankruptcy liquidation can still find their own lives through OEM, which is a good survival strategy.
With the clear and orderly development of OEM production mode by the Ministry of Industry and Information Technology, there will be more marginalized traditional car companies looking for partners, while the new car-making forces began to seek qualifications only a few years ago. Now, who would have thought of this shocking turn?
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Million car purchase subsidy