The year 2020 will soon pass, and the power of new cars will still be "as tight as Qian Cheng"!

65438+February is over, and the year of ups and downs is coming to an end. In 2020, the new forces of making cars once again experienced a major reshuffle.

"Let's stifle our dreams together"-the lies are colorful, the limelight is unique, and the scene of the new force "PPT" is vivid. Of the hundreds of new car-making forces that once made a splash, only ten are still alive, but the rest are almost the epitome of "LeTV".

Someone because of "money", goodbye!

At 9: 00 pm on June 28th, 2020, Huang Ximing, the boss of Boxian Automobile, made a statement in the internal group of the company.

In this statement of 1 109, every word hit the bottom of employees' hearts: Bojun Company began to encounter financial problems in the second half of last year, which could not be solved after maximizing profits, resulting in arrears in wages and benefits. Later, without external capital injection and government support, Huang himself, who only had technical expertise and intangible assets, could not afford the current situation of unpaid wages and was on the verge of bankruptcy.

You know, some things have been decided from the beginning. For the circle of "new forces to build cars" who are used to PPT and talk about financing, let alone the mythical brands of "topical" new forces such as LeTV and Faraday Future, even in the face of brands such as Weilai and Ideal, which have already delivered mass-produced cars, Bojun Automobile, which is the first to develop three independent pure electric platforms and talk about technology to serve the country, is definitely different.

According to public information, in 20 16, Bojun announced that it would invest 10 billion yuan to build a manufacturing base in Nanjing, 5 billion yuan in 20 17 to set up Sixun New Energy Company in Huai 'an, and 3.5 billion yuan in 20 18 to build Bojun's new production base in Shanghai Lingang. 2065438+September 2009, Bojun announced that it had invested 2.034 billion yuan to set up a joint venture company with FAW Li Xia, in order to obtain the qualification to build cars, and at the same time it had to bear the debt of about 4 1 10,000 yuan from FAW Li Xia. Just look at the public information, the model has not been developed, and it has already thrown 20.5 billion. I'm afraid no one dares to do this except Evergrande at present.

Of course, Huang Ximing, who went to the United States, later reflected on his own problems: "He didn't have a good grasp of the changing trend of investment in China, didn't make the overall planning and arrangement of funds, and lacked emergency plans and timely stop-loss measures" (to put it bluntly, he didn't feel bad because he didn't have his own money). However, there is no news that Huang Ximing will return to China next week.

In fact, the "fall" of Boxian county represents the end of most new car-making forces. A new brand must start all over again, which inevitably requires a lot of capital investment. The new brand does not accumulate more capital and technology than traditional car companies, and its ability to resist risks is weak. Once the capital chain is limited, it will inevitably be eliminated, as will the new forces such as the future, ranger and singularity.

Some people are rich because of money!

"The moon shines on Kyushu, and some people are happy and some people are worried."

Compared with the darkest moment of the new forces at the end, Li Bin, the head of Weilai, who was ridiculed as "the worst person in 20 19", became the "luckiest person" in 2020.

Since February this year, Weilai, once on the verge of bankruptcy, saved her life with 7 billion yuan of Anhui state-owned investment, and it has been out of control ever since.

According to public information, in the second quarter of this year, Weilai's revenue was 3.72 billion yuan, the gross profit margin turned positive and the cash flow turned positive; In the third quarter, Weilai delivered more than 1 10,000 yuan for two consecutive months, its revenue increased by 1.47%, and its share price soared 20 times. Not only that, a series of good news made Weilai raise 3 1 100 million yuan in the second half of the year.

If Li Bin and Wei Lai's luck lies in the help of Hefei government, then Li Xiang and his ideal luck may lie in the support of Wang Xing, the internet giant and founder of Meituan.

It is understood that Li's C-round financing Wang Xing personally invested 285 million US dollars to lead the investment, and the D-round financing US group received another 500 million US dollars. The two investments add up to more than 5.5 billion yuan. The strength of the C and D rounds of financing directly made an ideal choice for the IPO in July, with the highest increase of more than 50% on the day of issuance, which once surpassed the market value of Weilai Automobile.

In this regard, the ideal shareholders earned more than twice, and Wang Xing became the biggest winner as the lead investor. At the same time, the operation of sufficient funds also enabled Ideal to quickly launch a high-volume delivery model before the release of the third quarter financial report, thus turning losses into profits. ...

What happened to the same story? Xpeng Motors, once the second child of the new forces, naturally did not want to be surpassed by Li. In August 2020, one week after the ideal IPO, Tucki chose to go to the United States for financing. On August 27th, Tucki successfully completed the IPO of US stocks to obtain financing. Although the gross profit has not turned positive at present, at least there will be no money in the pocket in the near future. ...

Someone lives for money!

Coincidentally, the story template of Ideal and Tucki was also copied to Weimar. ...

Since the beginning of this year, it can be said that the bridges experienced by new car-making enterprises, such as the resignation of executives and the shortage of funds for online transmission, have been staged in Weimar Automobile. At the beginning of this year, in February and April, the heads of Weimar Automobile Travel and Retail Division resigned one after another. On August 5th, Lu Bin, the co-founder of Weimar Automobile who worked with Freeman Shen in Geely Automobile, also announced his resignation. And news came out that because the KPI of 20 19 was not up to standard, the year-end bonus was cancelled and the thirteenth salary of employees was postponed until June this year. Many people in the industry have pointed the above news at "Weimar has no money". Fortunately, Weimar announced the successful completion of the D round of financing in September. This means that Weimar got the "life-saving money".

Afterwards, Freeman Shen, CEO of Weimar, said: "Fortunately, Weimar was well-equipped and obtained important positions, which created favorable conditions for future competition." This sentence reflects Freeman Shen's confidence in Weimar's listing next year after completing the D round of financing.

However, Weimar, immersed in the joy of the D round of financing, has not recovered. A Weimar EX5 from the Institute of Mechanics, Chinese Academy of Sciences, North Fourth Ring Road, Haidian District, Beijing exploded. Before that, I had pushed Weimar to the cloud of public opinion before I finished the good news of financing. In this regard, Weimar played a "Tai Chi Chuan" with battery suppliers.

Let's not comment on who is right and who is wrong. It is understood that Weimar has as many as seven battery suppliers, including battery giant Contemporary Ampere Technology Co., Ltd., Zhejiang Gushen, Suzhou Tafel and ZTE High Energy. It is not difficult to determine that the different levels of Weimar suppliers will inevitably lead to uneven product quality. In this regard, many media in the industry have also revealed that although Contemporary Amp Technology Co., Ltd. is a first-class supplier, Weimar is not big at present, and it cannot reach the priority level for a big supplier like Contemporary Amp Technology Co., Ltd., which leads Weimar to find more suppliers for emergencies.

On the other hand, the sales volume of Weimar's latest 1 1 is good (sales volume is 30 18 units), but it has achieved substantial growth. In fact, according to the survey of oxcart. Com, a large part of the reason for this achievement is the market size that Weimar exchanged for low prices. Take Weimar EX5-Z as an example, the subsidized price is only 1 10000 yuan, which is tens of thousands of yuan cheaper than the previous Tucki G3 product!

You know, once Weimar Automobile was regarded as a new power company in the first echelon, just like Weilai, Ideality and Tucki. Nowadays, relying on sinking the market to avoid sharpness and seek "survival" can't help but make people feel a little distressed.

Someone came again because of "money"!

On June 28th this year, Baiteng ushered in the brightest moment in the brand history, a news announcement of CCTV-"Burning 8.4 billion yuan failed to build a mass production car, and Baiteng was in arrears with wages".

You know, in fact, Baiteng Automobile is one of the first batch of new car-making enterprises. Its self-built Nanjing factory was completed in September last year, and the four major process+battery workshops have also completed equipment installation, which is in the debugging stage before mass production. However, this year's epidemic caused the capital chain to break, which made Baiteng fall into a "money shortage" situation.

Unexpectedly, however, in August two months later. After two months of "shock", Baiteng suddenly woke up and changed its name to "Baiteng" to restart the car-making business.

However, according to the ox cart. The future of Ascension after the restart is still confusing. First, at present, the organizational structure of Shengteng is still the old team of Baiteng Automobile, and only some old employees will be recalled after reorganization. Second, from the perspective of capital structure, after the reorganization, the shareholding ratio of Shengteng is: FAW equity investment accounts for 23.3%, Nanjing Xingzhi accounts for 23.3%, Xiamen Daohe accounts for 26.6%, Chengdu Rongpu accounts for 20%, and Duan Lianxiang (vice president of China R&D of Baiteng Automobile, now Shengteng legal person) accounts for 6.6%.

There is no doubt that Duan Lianxiang represents the old Baiteng people, and FAW's equity investment naturally represents FAW. So who do Nanjing Xingzhi, Xiamen Daohe and Chengdu Rongpu represent respectively?

According to the survey of oxcart. Com, Nanjing Xingzhi is behind the Nanjing government, and Xiamen Daohe and Chengdu Rongpu are behind a listed company named Shengtun Mining. I can't help but ask, can the three major shareholders unite to help Baiteng restart the car? What can Duan Lianxiang and others influence? Is a big question mark.

According to the restructuring plan led by FAW at the end of June, the first model M-Byte of Baiteng will be put into production in the mode of * * * line production in Hongqi pure electric vehicle. As a result, management, financing, production and many other businesses have been unable to avoid contact with FAW. According to this state of development, FAW's "old-fashioned" thinking mode will definitely constrain the development of this "young man".

On the other hand, M-Byte, the first model of Baiteng at that time, was just launched, but it was really competitive. However, this year, it seems that well-known brands at home and abroad have begun to inject large quantities into the domestic new energy vehicle market, and the products launched are even more unconventional, especially in the field of human-computer interaction dominated by Baiteng. Some car companies have taken the lead in launching mass-produced models. However, Mu Baiteng is still in a state of intense restructuring, which should not be thought-provoking. After that, can the production version of Batten M-Byte still impress consumers? And how many orders can be left for the 50,000 units that Baiteng got before?

Write it at the end

Now, it seems that 2020 is actually more like the final knockout of the new forces that build cars. At present, the hierarchical classification of new power enterprises is very obvious. The first echelon is Weilai, Ideality and Tucki, which have successfully completed the IPO. The second echelon is Weimar and Nezha, which have just successfully raised funds and hope to go public, while the other two seem to be "struggling" in COVID-19.

We don't know how far the new car-making forces in the future can go, but what is certain is that competitors with food in their hands and money in their pockets will go further in the next arms race.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.