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With 9.6 billion cash in hand, the plan of "goods pulling and making cars" is announced. Can it be reliable?

On April 4th, EV Intelligence learned from relevant channels that Lala has submitted an application for listing on the Hong Kong Stock Exchange, and the main name of the listing is Lala Technology (English name: Lalatech); In the prospectus-cargo Lala also formally responded to the long-rumored topic of "building a car".

cargo Lala said in the prospectus that the company is exploiting new business opportunities, such as the research and development of electric commercial vehicles, by using the operating experience of existing vehicle rental and sales services.

EV intelligence learned that as early as may 221, there was news on the internet that the cargo girl was going to start a car-making project to realize the closed-loop logistics chain and the "digital intelligence" of cars, and had started relevant talent recruitment work, involving new energy truck manufacturing and other professional fields.

In response to the above public opinion of "building a car", Lala's attitude is noncommittal, and its official response is: "The company will continue to recruit and reserve talents, but there is no information to disclose about building a car."

such an ambiguous statement can't help but make netizens look forward to this matter.

In July, 222, an announcement by the Management Committee of Chongqing Hi-tech Industrial Development Zone also confirmed everyone's guess from the side.

According to the announcement, with a total investment of 1.5 billion yuan, Cargo Lala plans to set up the China headquarters of Cargo Lala Automobile in Chongqing High-tech Zone, with the layout and construction including vehicle research institute, intelligent networking center, supply chain and large manufacturing collaboration center.

until the recently published prospectus for listing of Hong Kong stocks, the fact that "goods are pulled to make cars" was finally positively confirmed. If nothing else, maybe many friends will have a question first-"burning money" to build a car, how much capital does a cargo girl have?

according to the prospectus, in terms of operation, the revenue of Lala in 22-222 was $529 million, $845 million and $1.36 billion respectively.

It is worth noting that Lala made a profit for the first time in 222, with an adjusted annual profit of 53.23 million US dollars. By the end of 222, there was $1.4 billion (about 9.6 billion RMB) in cash in the account of Cargo Lala.

it seems that in terms of funds, the related situation of cargo Lala is still optimistic. However, Xiao Bian believes that relative to "money"-the qualification of building a car may be a more critical issue. After all, judging from the industry trends last year, it is very difficult to obtain the qualification of new energy vehicles, whether it is passenger cars or commercial vehicles.

at present, there are only two means to obtain the qualification of making cars: first, OEM; Second, the acquisition qualification.

With regard to the former, it was reported a few days ago that the future "OEM" mode may be more stringent, requiring both the OEM and the entrusting party to have the qualification to build cars, that is, the "dual qualification" mode.

in this way, perhaps the mode of "acquiring qualifications" may be more convenient. What's more, with the cash reserve of 9.6 billion yuan, the cost pressure brought by "acquisition qualification" is actually not high.

For example, in August, 221, Volvo Trucks announced that it had completed the comprehensive acquisition of Jiangling Heavy Duty Truck, and its acquisition cost was 781 million yuan.

As for whether the cargo truck can be smoothly integrated into the existing supply chain system after obtaining the qualification, Xiao Bian thinks that the problem is not big.

As far as location is concerned, Chongqing, where the headquarters of Cargo Lala Automobile is located, is now one of the main gathering places of domestic automobile industry, and the relevant supporting conditions are excellent. With the enterprise size of Lala, it can also hold enough "bargaining chips"

finally, the question of market prospect remains. According to the data of the new energy commercial vehicle market information association, in 222, the domestic sales volume of new energy commercial vehicles was 338,, up 78.9% year-on-year, and the annual penetration rate was 1.2%.

although the penetration rate needs to be improved, from the year-on-year growth rate, new energy commercial vehicles are still a blue ocean. In addition, cargo Lala is engaged in the logistics industry itself, and some sales problems can also be solved through the way of "self-production and self-marketing".

are you optimistic about the "goods pull together to make cars"? You are welcome to speak freely.

This article is from EV Intelligence, the author of Easy Car Number, and the copyright belongs to the author. Please contact the author for any form of reprinting. The content only represents the author's point of view and has nothing to do with car change.