First, let's look at the bad news:
This week, Zhongtai Automobile's parent company Tieniu Group filed for bankruptcy, but it failed to survive 2020 after all; In addition, FAW Mazda also heard rumors of dissolution next year, but fortunately, the official immediately rumored; At the same time, some media broke the news that Tesla China "did not hesitate to lower the quality for the sake of production? The problem parts go directly to the production line. " Tesla officially responded that the article was untrue and discredited the rumor. ...
Of course, there is also good news:
This week, the merger of FCA and PSA was approved by the EU antitrust agency, and it is expected that the merger transaction will be completed before the end of 1; SAIC Audi is advancing, and the first model is expected to be mass-produced next year and put on sale in 2022; There is also news from Apple Auto, or Apple electric car will be launched in September, 202 1 ... Let's see more details ~
0 1. Tesla was exposed: sacrificing quality for output.
This weekend, Pinwan released "Tesla China Chaos Revealing Law? In the third quarter, the decline of Tesla's quality standards was exposed, and defective parts were used to load cars, lowering the quality control standards of the whole vehicle; The management method is too rough and full of "contractor" culture. The Tesla factory in Shanghai has become a "blood and tears factory".
In the product broadcast report? "Many insiders of Tesla China said that in order to complete the production, Tesla is lowering the quality standard by any means." "When the production demand reaches a critical point, the price will be the sacrifice of quality, and the solution is simple and rude, that is, the defective parts, that is, defective products, are directly put on the line" and other related expressions.
In this regard, Tao Lin, Tesla's vice president in charge of external affairs, has voiced through personal Weibo, saying that "the article is ridiculously woven and there are too many slots", and at the same time, for example, "? Models? S is not produced in the Shanghai factory, but imported from the United States. "It is determined that the article is a rumor and is ready to sue.
For Tao Lin's remarks, Pinwan officials also responded in Weibo a few days ago: "Tesla China's outrageous behavior has exceeded our imagination, and there are too many slots, so I don't know where to start. The only thing I can do is to follow up. "
Automotive industry view:
Homemade model? Since the delivery in China and the continuous price reduction, Tesla's sales in China have also hit record highs. In June165438+1October, the sales volume has exceeded 20,000 vehicles, even exceeding the sales volume of many fuel vehicles with the same price.
But at the same time, Tesla China has been exposed and questioned by many car owners and netizens because of quality control and management problems. In Tesla's response, the comments were full of complaints from Tesla owners about its quality control. I thought that Tesla would improve its quality and workmanship after it was introduced into China, but obviously this wish of domestic consumers has not been realized.
And if all the disclosures about quality control in the articles about product gameplay are true, it will undoubtedly be a serious crisis of trust for Tesla China, and we will continue to pay attention to the follow-up progress.
02. The merger of FCA and PSA passed the anti-monopoly approval.
On 65438+February 2 1 day, US Eastern Time, the merger of FCA and PSA was approved by the EU antitrust agency. The merger of the two companies is expected to be completed in the first quarter of next year. It is understood that the merger of FCA and PSA has been approved by the EU antitrust, and the approval condition is to fully abide by the package commitments of the two companies.
The EU is worried that the combined market share of FCA and PSA will account for as much as 34% of the European truck market, far exceeding Renault, Ford, Volkswagen and Daimler. The market shares of the latter four are 16%, 16%, 12% and 10% respectively. The Committee said that this dominant position may mean that consumers will face higher pricing.
According to other media reports, PSA and FCA have made two commitments in order to dispel the concerns of EU antitrust agencies about competition:
1. Extend the cooperation agreement between PSA and Toyota Motor Europe on small light commercial vehicles. According to this agreement, PSA produces light commercial vehicles mainly sold by Toyota brand in Europe. This can reduce the price of related parts by improving the capacity utilization rate.
Modify the "maintenance" agreement between FCA, PSA and their repairers on passenger cars and light commercial vehicles, so that competitors' commercial vehicles can use the maintenance network of PSA and FCA light commercial vehicles.
Automotive industry view: According to previous Bloomberg reports, FCA and PSA plan to reach a deal before the end of 1. Now after the anti-monopoly approval, it means that the merger between the two parties will eventually be completed as scheduled. After the successful merger of PSA and FCA, it will become the fourth largest automobile group in the world, with annual sales exceeding 9 million vehicles; At the same time, the merger of the two parties will also help * * * save money on electrification transformation, but it is worth noting that although both of them have advantages in the European light goods market, they have declined in the passenger car field in recent years, especially in the China market. What will the merged new group do?
03. Zhongtai Automobile's parent company Tieniu Group went bankrupt.
On February 24th, 65438, *ST Zhongtai announced that the company had recently received a civil ruling issued by Yongkang court, and the parent company (actual controller) Tieniu Group was seriously insolvent and lacked the ability of going concern, so it lacked the possibility of salvation. The court ruled as follows: 1. Terminate the reorganization procedure of Tieniu Group Co., Ltd.; 2. Declare Tieniu Group Co., Ltd. bankrupt.
Tieniu Group 20 16 became the parent company of Zotye Automobile. With the bankruptcy of Tieniu Group, it will undoubtedly make the already difficult Zotye Automobile worse. However, Zotye Automobile said that the bankruptcy of Tieniu Group will not have a significant impact on the daily operation of the company, but it may cause changes in the actual control of the company.
Car company's point of view: It is worth noting that after Tieniu Group declared bankruptcy, Zotye's share price rose by 2. 1%, which may be because "Tieniu's bankruptcy is beneficial for new investors to take over, but it makes Zotye's restructuring smoother." However, for Zotye Automobile, it is difficult to turn over whether the parent company Tieniu Group is bankrupt. Zotye Auto, including factories and research institutes, has stopped working this year. Coupled with many negative factors such as the expansion of losses, bankruptcy and liquidation of subsidiaries, and arrears of wages, Zotye Automobile can be described as hanging by a thread.
04. FAW Mazda responded to rumors of dissolution next year.
A few days ago, FAW Mazda responded to the rumors circulating on the Internet that it will be dissolved next year, calling it a rumor.
In June this year, FAW Group announced the adjustment of the management relationship of FAW Mazda, and the main body of cooperation with Japanese Mazda was changed from FAW Pentium Car Co., Ltd. to FAW Group Company. After the adjustment, FAW Group will set up FAW Mazda Business Unit, which is responsible for the full value chain operation of FAW Mazda brand, and is at the same management level as FAW Volkswagen, FAW Toyota and other group companies.
It is understood that Japanese Mazda has two joint ventures in China, FAW Mazda and Changan Mazda. Among them, Changan Mazda owns four models: Angkor Vesela, CX-30, CX-5 and CX-8, while FAW Mazda only owns CX-4 and Artz.
However, the performance of the two joint ventures is polarized. Changan Mazda 10 sales165438+65438,279 vehicles, up 5.28% year-on-year. Cumulative sales in the previous month 165438+ 10/22260 vehicles, up 0.12% year-on-year; FAW Mazda 1 1% sold 5,448 vehicles in the month, down 39.6 1% year-on-year, and accumulated sales of 693 1 vehicle, down 14.40% year-on-year.
Automotive industry point of view: Although FAW Mazda has refuted this rumor, from the actual situation, the situation of FAW Mazda is not optimistic. In recent years, FAW Mazda has no news of launching a new car. The lack of product line and quality control problems make it difficult for the brand to move forward, and it is expected that the news that it will be dissolved soon will come out.
05.SAIC Audi project made new progress.
On February 23rd, 65438, China FAW, German Audi and SAIC reached an understanding that FAW-Volkswagen Audi Investor Network would provide sales-related services and after-sales services for SAIC Audi products in the future.
Some insiders have learned that this "investor network" means that SAIC Audi can establish its own sales channels, but it must be established by the existing FAW-Volkswagen Audi dealer investors. The sales of the two companies will be separated, but the after-sales will be in a unified channel. SAIC Audi will launch a national partner recruitment campaign within the existing Audi investor network.
Now, with the distribution channel of SAIC- Audi being classified into "FAW-Volkswagen Audi Dealer Network", the obstacles to SAIC- Audi's continued promotion have been officially eliminated. According to previous news, SAIC- Audi's first production model is expected to be launched in 2022.
Automotive industry's point of view: Before this, SAIC- Audi project started four years ago. Now, after the three parties have reached an understanding, it means that the SAIC- Audi project has made landmark progress and the follow-up work will be carried out smoothly. According to the news, Audi A7L will be the first production model of SAIC- Audi joint venture company. The car will be pre-sold in the third quarter of 2002/KLOC-0 at the earliest, and will be officially put on the market for delivery in early 2022. Judging from the results of the tripartite negotiations, FAW-Audi dealers seem to be the biggest winners, and SAIC has made many concessions. But from another point of view, as long as a new sales network is established, there is no need to repeatedly build an after-sales network, which also saves a lot of resources for SAIC. At the same time, the use of the existing network is also conducive to the rapid sales of SAIC Audi in a short time.
06. Apple will be launched next September.
According to foreign media reports, an executive of a Taiwan Province manufacturer anonymously revealed that the long-rumored Apple electric vehicle will be launched in the third quarter of 20021year at least two years in advance. It is reported that this manufacturer in Taiwan Province Province is going to increase the number of "Apple Cars" in the second quarter of 20021year. Car) parts production, and said that Apple has secretly tested several prototypes in California, and it is expected to launch Apple cars in September 20021year.
According to Taiwan Province's "Economic Daily" report, Apple recently put forward stock requirements to auto parts suppliers such as Hoda, FTL -KY, Heqin and Futian, and listed related enterprises in the first supply chain. As soon as the news came out, Tesla's share price fell by 6.49%, and its market value evaporated by 42.8 billion US dollars (about 280.3 billion yuan), while Apple rose by 1.24%, and its market value has reached 2 180 1 billion US dollars.
Automotive industry point of view: Although it is not certain whether Apple will arrive on time in September 20021year, according to the progress of new car manufacturers, this time is too tight. Although Apple has applied for a large number of automobile-related patents in the past few years, covering autonomous driving, intelligent cockpit, intelligent interconnection, intelligent body and many other aspects, compared with the mobile phone field, it is difficult for Apple to replicate successfully in the automotive field. However, Apple's car-making has also brought many challenges to traditional car companies. Volkswagen CEO Herbert Diss (Herbert? Diess) recently said that the entry of cash-rich technology giants into the automobile industry will bring much greater challenges to the public than traditional competitors such as Toyota.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.