What changes can be seen from it?
Recently, Wang, chairman of Huaxia Happiness, no longer serves as the legal representative of new energy vehicles, and the shareholder position of Lhasa Star actually controlled by Wang has dropped from the original first place to the seventh place in new energy. Yichun Economic and Technological Development Zone has emerged among the new shareholders of He Zhong New Energy.
This kind of advance and retreat makes many people in the industry worry about the future of new energy in He Zhong. After all, the cash resources that enterprises with local state-owned assets background can mobilize are not so plentiful.
Building a car is a financial black hole, which has become the consensus of all parties. The capital problem has always been the primary problem faced by the new forces of making cars. New forces such as Yanshi Automobile and Singularity Automobile even reported the news of wage arrears. However, there are not only technical difficulties behind the suspension of factory construction or the delay in listing of models, but also financial hidden dangers that have become stumbling blocks.
In the context of the overall economic slowdown, the obvious decline in automobile sales and the increasingly fierce competition in the automobile industry, timely withdrawal has become the first choice for investors who are not so determined to build cars, and it is much more difficult for new forces to find new financial owners.
Yesterday, Chehejia acquired chongqing lifan Automobile Co., Ltd. through its subsidiary at a cost of 650 million yuan 100%. In other words, the next round of financing seats for Lifan reserved cars and homes were officially confirmed. This fact reflects that the new force that makes cars needs money, but it is not just money. In addition to money, the new forces that build cars need more resources to get through. In the knockout stage, those new forces without core competitiveness are even more dangerous.
Positioning: not all new forces can be the main engine factory.
Cars have never been a field where a hundred flowers blossom, but they are not a winner-take-all industry.
In China's past automobile industry structure, OEMs have always occupied the upstream position of the industrial chain: suppliers are respectful to OEMs and almost responsive; The pressure on the sales side is often borne by the dealer group; When the overall automobile market in China is growing at a high speed, almost all the money is explosive to many foreign automobile companies with strong brand power.
Therefore, after the emergence of the wave of new energy for automobiles, many new forces for making automobiles are eager to copy the status of those traditional automobile giants and stand at the high end of the whole industrial chain.
However, just like Huaxia Happiness, an industrial real estate company that has risen in China in recent years, they have a lot of resources, and its chairman Wang Xuewen is also actively investing in various enterprises, trying to build an ecological circle to support his own industrial real estate. Since being an investor is a part of the whole industrial ecosystem, He Zhongxin Energy invested by him will naturally assume this "partial" role and responsibility. Obviously, it is not difficult to see from Huaxia Happiness's attitude towards He Zhong New Energy that it does not necessarily want He Zhongxin Energy to become a traditional OEM.
This has led to the positioning of new forces to build cars. Without the powerful R&D ability, industrial integration ability and financial strength of traditional OEM, the consequences of forcibly putting yourself in this position are often very strong dislocation effects. However, if we can change our position, it may not become a huge burden from the perspective of the overall industrial layout of investors.