On February 25th, Weilai Automobile announced that it would move its headquarters in China to Hefei, and planned to raise10 billion yuan to invest in the factory. On the same day, US stock NIO opened up more than 30% and closed up 13.4%.
For the new force of automobile, the qualification of building a car is the first level; Financing blood transfusion is the second problem. Weilai, almost submerged in the whirlpool of capital, ushered in vitality. Wei Lai, who suffered from the "money shortage" for nearly a year, miraculously pulled herself out of the quagmire of car sales and layoffs during the extraordinary period of preventing and controlling the COVID-19 epidemic. Like Li Bin who attended the signing ceremony wearing a mask, Wei Lai once again proved herself with strength and courage.
The entanglement and game with capital makes Weilai look more like Tesla. At least in China, there is no rival for "China Tesla", and the development prospect is expected to be further improved.
In 20 19, subsidies for new energy vehicles decreased, and the negative growth of the industry reached double digits. Weilai delivered 20,565 new cars throughout the year, up 865,438+0% year-on-year. Compared with Tesla, Weilai's growth shows greater stability and higher return on investment. Counting its investment depth in the industrial chain of new energy vehicles, Weilai will surpass Tesla in industrial layout and growth potential.
From the early ES8 to last year's ES6, Weilai adopted a product strategy similar to Tesla. Start with high-end models to build brands, and then launch mid-range models to cash in sales and performance. Specifically, from the high-end model ES8, which defines the brand, to the mid-end model ES6, which is cashed in by sales volume and performance, Weilai has always insisted on the pursuit of product performance. The core parameters such as driving range and acceleration performance of all models are at the highest level in the same class, and the technical level is leading the industry. This is related to Tesla's first launch of the niche high-end model ModelS/X, and then the imposing mid-range model? 3/Y is exactly the same.
Imitating Tesla is not a simple copy. We have noticed that Tesla has established its competitive scientific research and production system and established a high-end product image by vertically integrating the industrial chain. Weilai has realized the deep integration of the industrial chain through long-term investment. From energy internet, electric vehicles and core components, to car networking services, as well as advanced manufacturing such as autonomous driving and intelligent systems, as well as battery materials and car lightweight, there are Weilai Capital (NIO? Capital), Weilai Capital has actually become a booster to promote the development of Weilai Automobile.
The early bird has food. In the acceleration stage of the national smart car strategy, Weilai's early layout is bound to get high returns. It is worth mentioning that among the six categories and 20 subtasks mentioned in the "Smart Car Innovation and Development Strategy" officially released recently, the projects invested by Weilai account for more than 60%.
From another perspective, this may also be the fundamental reason why the capital market maintains two extreme attitudes towards Weilai. Two months ago, the withdrawal of Gaochun Capital, the bystander of intentional capital, can be understood as being cautious about the new forces, and it also shows that the capital market questioned and underestimated Weilai.
In the view of Weilai partners such as Li Bin and Yu Ning, Weilai's deep investment in the supply chain gives it enough operating space in cost control. Under the pressure of high income, Tesla will inevitably accelerate the localization rate. In the field of batteries with the highest cost of electric vehicles, Teslink will raise Contemporary Ampere Technology Co., Ltd. and LG Chem to the same level. Before the power battery technology revolution, it was difficult for Tesla to reduce the battery cost.
It is reported that Weilai will announce the specific details of10 billion financing in the near future. Weilai must prove that Weilai mode is more sustainable than Tesla, and Weilai must convince the capital that Tesla won the sprint championship in the new force car-making movement, and Weilai's goal is marathon.
Through life and death, Weilai must release the energy accumulated in Hefei in the early stage.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.