Recently, a news that Tucki New Energy Investment Co., Ltd. holds 65,438+0,000% equity of Guangdong Fudi Automobile Co., Ltd. lingers on major news platforms. What does this mean?
One is that Xpeng Motors finally has a "birth certificate", and the other is that the hippocampus has been abandoned!
There is no "birth certificate", which is an unspeakable pain for many new forces who build cars. Without production qualification, to put it bluntly, vehicles cannot be mass-produced, and it is no use doing PPT well.
Xpeng Motors didn't get the production qualification before, so how did the only G3 sold by his family come into being?
Find a foundry!
20 17, strategic cooperation between Xpeng automobile and Haima automobile. The former is responsible for R&D, supply chain system, sales and after-sales service, while the latter is responsible for manufacturing and quality improvement. The two parties initially agreed that the production capacity is 50,000 vehicles/year.
To obtain production qualification, we should build platforms and production lines to produce automobiles, that is, build our own factories, just like traditional automobile manufacturers. In addition to huge funds, this operation has to obtain dual qualifications granted by the Ministry of Industry and Information Technology and the National Development and Reform Commission.
Since 20 15, only 15 enterprises have obtained dual qualifications, which is a high threshold.
OEM can't go on forever, and self-built factories may have funds, so there is still one way for the new forces to "turn positive": acquisition!
Weimar won Dalian Huanghai and Zhongshun Automobile, Baiteng won FAW Huali, and the ideal won chongqing lifan ... all of them obtained production qualifications through the acquisition of companies, thus joining the ranks of regular car-making troops.
Xpeng Motors 100% holding Foday motor is the same way.
From the beginning, Xpeng Motors has never given up obtaining production qualification. As early as May 20 17, Xpeng Motors began to plan and build its own Zhaoqing factory with an annual production capacity of 65,438+10,000 vehicles. The project is divided into three phases, with a total investment of10 billion yuan in the first and second phases. Now, after obtaining the production qualification, it can be said that it is natural.
It is reported that Xpeng Motors is going through the relevant approval and filing procedures according to law, and it is expected to officially obtain production qualification in June.
Tucki's left-handed factory is qualified as a right-handed factory. How long can Haima's OEM business last?
Will Tucki P7, the second mass production model of Xpeng Motors, be produced in the brand-new Zhaoqing factory? At present, the official has not disclosed whether the new car is qualified to use Haima or the newly acquired Foday car.
OEM mode of production has been widely adopted by many new forces making cars. The benefits are obvious. Factories and equipment are ready-made, so it can take less time to mass-produce and deliver new cars, and there will be no pressure to build their own factories and have no production qualifications.
On the other hand, finding an outsider to do OEM naturally needs to pay extra OEM fees, which also has a certain negative impact on the brand image.
For example, Weilai ES8 is a JAC OEM, and JAC's trailer seems to be a must ~ maybe it's just a small operation, but it reflects that OEM is looked down upon, which in turn affects its own brand image. Look at the ES8 demonstration car and test drive car, generally there will be no "Jianghuai Automobile".
Xpeng Motors is qualified, and the factory is in hand. Tucki P7 will naturally be produced in its own factory.
Choosing OEM mode in the early stage can reduce the pressure, and at the same time, it can bring products to the market faster and start brand awareness. It's a good plan to go into battle so lightly! Unlike Weimar, it refused to OEM from the beginning ~
In the later stage, with the production qualification, self-reliance is inevitable.
From the beginning, Xpeng Motors has made two preparations (self-built factory and OEM production), and the goal to be achieved is obvious: self-reliance and independent production.
For Haima, OEM is nothing more than a business. In addition, it should be recognized that Tucki was ready to build its own factory from the beginning, which is a preview of the crisis it is facing today.
How long can the business last? We don't know, only know that the current situation of Haima car is worse.
Haima will continue until dark.
The self-built factory is Tucki's pre-emptive strike against Haima. Facing the present situation, Chen Gaochao, general manager of Haima Automobile, said: Haima and Tucki are both honest enterprises, and the cooperative relationship has been very good.
The future direction of both sides is still a question mark. If Haima loses the income from this OEM production, life will undoubtedly be even more sad.
20 19 is the darkest moment of Haima automobile!
In 20 19, the cumulative production was 28,900 vehicles, down 52.06% year-on-year; The annual sales volume was only 29,500 vehicles, a year-on-year decrease of 56.4 1%. The sluggish terminal sales made Haima make a decision: suspend the production plan of basic passenger cars and MPV models in 5438+February.
As early as 20 17, the revenue and profits of Haima were already overwhelmed. In 20 17 and 20 18, the company lost 994 million yuan and16.37 million yuan respectively, so it was treated as "delisting risk warning".
Haima Automobile sold 4,065,438+0 properties to revitalize its assets in May last year, transferred 39% equity of Henan Haima Property Service Co., Ltd. in July, and transferred 65,438+000% equity of Haima R&D to Ruizhishang Industry in September.
After an operation, Haima Automobile finally turned a profit!
Haima car, which sells houses to survive, will come in 2020, because of the epidemic, it will be hit harder than others. A while ago, Haima published the February production and sales express, which was ugly. In the final analysis, the epidemic is either ugly or even uglier.
In February, the output of Haima automobile was 0, and the sales volume was 134, down 9 1.74% year-on-year. 1-The cumulative sales volume in February was only 128 1 vehicle, down 52.33% year-on-year.
It is understood that the car and MPV production lines of Haima Automobile Factory have almost stopped working. At present, the hope of Haima is only pinned on an 8S model, but as a pillar, it has not brought any hope, and the market performance is quite unbearable!
In 2020, an MPV model-Haima 7X will be launched. If we don't seize the opportunity of SUV and new energy, how much vitality can MPV bring to the brand?
The automobile market in China continues to decline, and the situation in 2020 is also complicated and full of danger. Haima's own product sales are difficult to solve. If it threatens the OEM business again, Haima's future will undoubtedly become worse.
Will Xpeng Motors continue to maintain OEM cooperation? Or how long will it last? It's all unknown Instead of relying on the timely help of others, it is better to rely on good products to achieve self-salvation!
With the "birth permit", Xpeng cars no longer need Haima cars?
This kind of thing is very likely to happen!
Xpeng Motors built its own Zhaoqing factory with an annual production capacity of 6.5438+10,000 vehicles, which will only be used to produce a P7 model?
According to the new product planning of Xpeng Motors, after G3, the pure electric B-class car P7(E28) will be launched this year, and the third new product positioning B-class SUV needs 202 1 year. In other words, Xpeng Motors will idle production capacity and continue OEM production?
At present, no one has an answer!
At present, Haima Automobile, which is facing the risk of losing OEM orders, is definitely not a taste. How far can the hippocampus go under the crisis? Will it be used by new forces to make cars for production qualifications?
Next is the starting point or the end point, depending on how the hippocampus decides to save itself!
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.