Why did you start a new stove after purchasing Guoneng? What is hidden behind Evergrande pushing Hengchi.

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Those who had hoped that Evergrande would continue the business of building cars in China became increasingly disappointed. There are indications that Evergrande is about to give up the Tianjin Guoneng Automobile Factory it acquired in the early stage. A typical example is that the electrophoresis line in the painting workshop of Evergrande Tianjin Factory has been closed, and the personnel in key departments such as R&D, manufacturing and marketing have been gradually diverted.

However, it is too early to conclude that this real estate tycoon should completely give up the idea of building a car. Recently, the financial data of Evergrande Health on the expansion of losses of Evergrande's new energy and the news that employees of Evergrande's new energy were transferred to Evergrande Dabao, a subsidiary of Evergrande, have aroused widespread concern in the automobile industry. "Evergrande builds cars" has once again become the focus of public opinion, and Che Yizhi also reported it for the first time.

On March 30th, Evergrande Health Group held the 20 19 annual performance conference, and the senior management of Evergrande Health answered the recent concerns about Evergrande's car manufacturing. On March 3 1 day, Evergrande Group held the 20 19 performance conference, and also talked about the problem of building cars.

Judging from the official reply, Evergrande is obviously full of confidence in its car-making business. To sum up, it is basically: the loss is not serious, and the enterprise is not bad; Hengchi 1 year debut, mass production next year; At the same time, 14 new car is under development, and 8- 10 model will become an explosion; A number of bases will be built in China, with the planned total production capacity of 6,543,800 vehicles in the first phase.

This reply made the outside world once again feel the ambition and strength of Evergrande to build a car. However, according to the information I learned from many people close to Evergrande, the actual progress of Evergrande's car building is probably not as smooth as described by its senior management.

The electrophoresis workshop has been shut down, and the second phase of Tianjin factory has been shut down.

Evergrande may have started to build cars from the acquisition of Jia Yueting's FF (Faraday Future), but the climax began only after holding Tianjin Guoneng Automobile. Since 20 19 and 15, Evergrande Health announced the acquisition of 5 1% equity of Guoneng Automobile, and Evergrande began to frantically encircle the automobile industry chain, not only acquiring a number of companies in the industry chain, but now it is in Tianjin.

However, the Tianjin factory of Evergrande Energy, which should have been the first to be completed and put into operation, is now in a deadlock of production suspension and personnel diversion.

According to sources close to Evergrande, at present, the electrophoresis workshop of Evergrande's Tianjin factory has been shut down, and the second-phase factory originally planned to expand its production capacity has only "sealed a roof with nothing inside". When asked why this happened, the author got the answer that Evergrande had basically given up its Tianjin factory. "This matter is already an open secret within Evergrande."

"Evergrande has basically given up its base and factory in Tianjin. Not long ago, it has closed the electrophoresis line in the painting workshop (which any normal automobile factory will not stop). It is expected that Evergrande Tianjin factory will be completely closed in June, and the employees of the manufacturing department plan to be diverted to Nansha, Guangzhou. In terms of research and development, Evergrande will focus on Shanghai R&D Center, and other employees (marketing and operation) will basically be diverted to Evergrande. "

The aforementioned sources told Che Yizhi that by the second half of this year, Evergrande will obtain the "double qualification" for building cars for two years. However, according to the regulations of local authorities in Tianjin, if less than 5,000 cars are mass-produced after two years of qualification, the relevant government departments have the right to take back the car-building qualification that Evergrande has obtained. How many cars can Evergrande get off the assembly line so far? There are 500 yuan less and 200 yuan more, and these cars are basically not for sale, and they are all parked in the parking lot of Tianjin factory.

Before the publication of this report, Cheyi tried to contact the insiders of Evergrande to verify and verify the above news, but the other party did not respond positively to the above news of Evergrande Tianjin factory except for the official statement of Evergrande health executives on the car-making project at the annual report conference.

"The purpose of Evergrande's takeover of Guoneng is clear, one is for qualification, and the other is for land acquisition." The source told Che Yizhi. 20 18 10, Guoneng's new energy production project was approved by the Ministry of Industry and Information Technology, and became a 10 new energy automobile enterprise with "double qualifications" of the National Development and Reform Commission and the Ministry of Industry and Information Technology. At the same time, Evergrande will go to court with FF. During the New Year's Day on 20 19, the two sides reached a settlement. On June 5438+1October 15, Evergrande Health announced the acquisition of 5 1% equity of Guoneng New Energy, and successfully obtained the qualification.

According to domestic auto media reports, it took only one month for Evergrande and Guoneng to discuss the acquisition, which is a veritable "flash marriage". Different from Guoneng's commitment to car-making business, the source said that Evergrande may not intend to continue Guoneng's car-making business from the beginning, but intends to start a new stove with the acquired "double qualifications" for car-making.

"Evergrande originally wanted to take away the qualification directly, but later found that the qualification can only be hung in Tianjin, Guangzhou and Shanghai can only be regarded as branch factories, and other branch factories can not start until the Tianjin base reaches 80% capacity. Therefore, Evergrande headquarters sent a team directly from Guoneng Tianjin to Shenzhen to try to apply for qualification for one month, but found it impossible and had to give up. Then began to promote the independent' Hengchi' automobile brand and gradually separated from the national energy. "

It's hard to say for what reason Evergrande took over Guoneng, but in the more than one year since it took over, Evergrande executives rarely mentioned the construction progress of Tianjin base in public, except for a huge supplier conference held with the help of a version of Guoneng "Saab 9-3 electric vehicle" that was offline twice. At the just-held conference on Evergrande's health performance, the official cited the example of Guangzhou Nansha base when explaining the construction of its production base, which should have been put into production first.

Tianjin's car-making project has stagnated, but Evergrande's real estate project has already opened.

Dramatically, although the progress of Evergrande's Tianjin factory has come to a standstill, Che Yi did find some information about the statement that "the receiving country of Evergrande can take the land" disclosed by some sources.

According to sources, a residential project named "Tianjin Evergrande Yuehu Mansion" has been built on the plot taken by Evergrande in Tianjin. Che Yi found that this conspiracy was inextricably linked with Evergrande's takeover of Gome, as the source said.

Evergrande Health1October 5th announced the acquisition of 5 1% equity of Guoneng New Energy 2019+65438; On February 20th, Evergrande New Energy Automobile Co., Ltd. was officially renamed Evergrande Juneng New Energy Automobile Co., Ltd.; On February 22nd, Tianjin Guoneng Life Service Co., Ltd., a subsidiary of Evergrande, was established, and its business scope includes real estate development and operation, housing construction engineering design, construction and property management.

On April 2019 17, Tianjin Guoneng Life Service Co., Ltd. won the plot of Binhai Science and Technology Park in Tianjin Binhai High-tech Zone, which was later built into Yuehu Mansion Project; According to the contents of the Listing Transfer Agreement, the bidder should implement the new energy automobile manufacturing industry with an investment of not less than 2 billion yuan within the Binhai High-tech Zone according to the industrial planning and layout of the High-tech Zone, and the bidder should sign relevant agreements with the High-tech Zone Management Committee on the above matters before signing the land transfer contract.

In other words, if Evergrande did not acquire the equity of Guoneng New Energy and did not invest in new energy vehicle-building projects, it would not be eligible to bid for the land. What is even more suspicious is that the development speed of this residential plot is in sharp contrast with the construction progress of the Tianjin factory. Therefore, there is a saying inside Evergrande's Guoneng Automobile that the fundamental purpose of Evergrande's acquisition of Guoneng Automobile was not to build a car, but to build a house with land.

Facts have proved that such an after-the-fact speculation is not completely unreasonable. After the land was acquired on April 7, 2065438, the city exhibition hall of Tianjin Evergrande Yuehu Mansion was opened on September 3, 2065438. The total planned construction area of the project is about130,000 ㎡, and 22 foreign houses are planned. 165438+1October 30th, Yuehu Mansion opened, and the house price per square meter was around 10,000 yuan.

The saying that "real estate developers cross-border cars to acquire land" has been circulating for a long time, and Evergrande does not shy away from this point. On August 28th, 20 19, Xia Haijun, president of Evergrande Group, said at the analyst communication meeting that Evergrande acquired land by car-making projects in various places in order to make up for the losses caused by investment and factory construction, and would launch "buying a house and a car" to promote real estate sales in the future.

After winning the controlling right of Guoneng New Energy last year, Evergrande began a nationwide land acquisition trip. The Tianjin plot mentioned above can be said to be the "welfare" after winning the national energy, and then in Liaoning, Jiangsu, Zhengzhou and other places, Evergrande successively laid out car-making bases; 2065438+August 2009, after a lapse of six years, Evergrande once again acquired two residential land in Guangzhou open market, both of which were sold at the reserve price.

Similarly, if there is no cooperation between Evergrande and Guangzhou government on new energy vehicles, these two plots may not be so easy to get, right?

Will Evergrande be affected by the cold winter of real estate?

Due to the strong financial strength of Evergrande Group, public opinion has not been worried about the financial problem of Evergrande's car building. However, the recent news of Evergrande's "disguised layoffs" and the loss of Evergrande's new energy expansion has made many people worry about whether Evergrande will also be "short of money".

According to the performance of Evergrande Health, in 20 19 years, Evergrande lost 4.95 billion yuan, including 33. 10 billion yuan.

However, although it still made a lot of money, the net profit of Evergrande Group plummeted by 50% in 20 19, and the overall performance of the real estate industry in 20 19 was poor. Many housing enterprises have experienced the phenomenon of lower-than-expected performance, slow growth, tight cash flow and heavy debt repayment burden, and the epidemic in 2020 will undoubtedly make housing enterprises worse. Evergrande also indicated that it would change its mode and implement "high growth and heavy debt repayment burden" in 2020.

Such a strategic shift shows that Evergrande attaches great importance to high debt. By the end of February, 2065438+2009, the total loan of Evergrande was 799.9 billion yuan, of which 372 1 yuan was due within one year, accounting for 46.5%. In the same period, Evergrande's cash and equivalents are only 65.438+050.056 billion yuan, which means that the short-term debt ratio of cash is only 0.4, and it is difficult for cash to cover short-term liabilities.

In short, as rich as Evergrande, it is also because the real estate industry is getting nervous in the cold winter. As we all know, building a car is a very "burning money" business, which requires a steady stream of capital investment. If Evergrande's real estate business is frustrated, then why the car-making business is still going on is really worth worrying about.

All-staff marketing is controversial. What is Evergrande?

Perhaps in order to better survive the cold winter of real estate, Evergrande began to spread the news of "layoffs", and the arrangement of automobile service personnel made many people in the automobile industry feel uncomfortable.

A few days ago, Che Yi reported that some employees of Evergrande Group were transferred to the newly established company "Hengdabao", demanding "all-staff selling houses" and "all-staff marketing". In response to this news, Che Yi interviewed a number of sources close to Evergrande Group, and they confirmed the truth of this news. According to sources close to Evergrande, it is essentially a personnel transfer for Evergrande.

According to sources, Evergrande plans to send about 40,000 employees to Evergrande, and is currently pushing the first batch of about 1.2 million employees, including employees of Evergrande's automobile department. "No HR talk, no one knows who to call, just let them go to a certain place to report, and they don't know anything before going, nor do they know the position, job content, salary and contract content."

According to the registered information of Evergrande, the company mainly engages in "sales business", including real estate, automobiles and luxury goods sales. The source said that the main job of the employees transferred to Evergrande is to sell real estate, which is "very problematic". "Evergrande requires employees to be members, and develop gold membership rewards of 1 1,000 yuan, with one less 500 yuan deducted, and develop 30 gold members every month. The so-called gold member refers to the intermediary who has been engaged in real estate sales for more than 12 months within three years. "

This model, which was called "MLM" by many people close to Evergrande, triggered a strong rebound among internal employees. According to another source, Evergrande also knows that it can't be forced to transfer posts, so there is no official notice at present, and it is doing it secretly. "Evergrande and Evergrande are two companies with different legal persons and different subjects, so now the company has been deceiving employees by some means, such as asking employees to report in the name of training and taking entrance exams.

It must be said that the "Jianghu demeanor" of real estate enterprises surprised the automobile industry practitioners who are accustomed to the engineer culture. A source even used the word "killing donkeys" to describe Evergrande's management of Guoneng New Energy employees.

"As soon as Evergrande took over Guoneng, it asked every employee to sort out the work flow and share resources. If they don't understand, they even fly to Shenzhen headquarters to explain them one by one. In addition, they were moved, and useful R&D and some purchases were left behind. The contract was signed at the end of last year, and the remaining employees in R&D, quality, production, marketing and other departments were arranged in Evergrande. "

Although many posts have been deleted, I can still see many similar posts on social platforms such as Zhihu and Weibo.

Write it at the end

After many communication, the author's view on Evergrande's car-making is a bit complicated. Undeniably, from the industrial chain layout and large investment, we can feel the "sincerity" of Evergrande in building cars. Although the linkage model between real estate and car-making has yet to be verified, it is indeed an innovative model. After all, with the strength of Evergrande in the real estate industry, if it plays well, it is really possible to play a new "road to building a car".

The various operations of Evergrande's factory in Tianjin, staff transfer and all-staff marketing all make the author feel "full of routines", and this "Jianghu way" is really disgusting. There is a saying that we have said many times, but we still need to constantly emphasize that any automobile manufacturer that is not afraid of the market will eventually be abandoned by the market.

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