NIO has the production qualification and takes the factory of JAC;In addition to Wenjie and Zhijie, BAIC and JAC's new "X-Realm" is in the process of development.
At the end of the year, the news of the car circle continued, and at present, it mainly revolves around two brands, one is NIO and the other is Huawei, but between the two we have seen a familiar name, JAC. JAC's previous ** volume in the car circle is actually not high, and the attention is also very average, this time it appeared in the public eye one after another, and I can't help but want to play a trophy for the best supporting role.
and the seven-year itch of NIO
At that time, the OEM model of JAC and NIO was favored by the market, and at the same time, it also played a positive role in promoting JAC, which wanted to switch to the passenger car field at that time.
At that time, Weilai became an important economic leader of JAC, on the one hand, it was its own investment, and at the same time, there were new energy subsidies from the first place, and the cooperation between the two sides was also regarded as an excellent case by the market. However, with the slaughter of hybrids in the market in the past two years, the sales growth of NIO, which bets on pure electric and energy supplement systems, has begun to slow down, followed by a reduction in state subsidies.
Aside from the OEM matter, JAC Motors has basically failed to perform satisfactorily every year since 2017, especially in 2019, when it reached a trough, and its brand revenue has declined year after year, like the data of the past two years, it will decline in 2021 and decline by 92%, a trend that has continued this year.
So when the foundry of Weilai can't bring more money, selling it for money is actually a good result, and in the face of the loss of more than 10 billion yuan of the Weilai brand itself, JAC may have also considered whether Weilai still has the money to take over these two factories from its own hands.
In the third quarter of this year, JAC's asset-liability ratio has reached 714%, its own business conditions coupled with the background of subsidy pushing, Jianghuai needs money, and also needs to seek a new development route for itself.
JAC's future depends on Huawei
Take off the label of OEM, rely on Huawei to change its status quo in the passenger car market, and then have JAC Volkswagen to guarantee the bottom, this hand looks good.
But for JAC, its self-promoted new brand yttrium has not set off any waves in the market, and the prospect of the joint venture with Volkswagen is not good, so at this time JAC is actually constantly weakening itself in the new energy transformation, to be in the current situation when this independent brand is strengthening the brand's own label, this status quo of constantly reducing the sense of presence is obviously not a good thing for JAC.
So at this point in time, getting online with Huawei may be a lifesaver for JAC.
Huawei's influence in the industry is self-evident, especially this year, its ability to carry goods in the automobile market has been demonstrated, like the previous Cialis such a large brand, now under the influence of Huawei, it has also achieved sales of more than 10,000 data in the short term, you must know that if there is no Huawei behind it, it is difficult for this brand to find a way to survive in the current domestic automobile market.
After all, in the new energy era when new forces are emerging, traditional car companies are beginning to make efforts, and luxury brands are accelerating their transformation, it is not easy to get ahead immediately, or to twist the brand tonality before the first oneself.
The cooperation between JAC and Huawei has now been made public, and JAC will be responsible for the overall development of the products of the two cooperation, and JAC will build a new factory to serve this new model, instead of using the existing production line, and Huawei terminals or its designated third party will exclusively provide sales services for the cooperative models worldwide.
It is reported that this "X world" will be a high-end model with a price of one million and the opponent will be locked as the first. This can also be verified by the new factory, which means that the two companies have higher expectations for the products they work together, especially at the technical level, and the 10-year cooperation period is longer than the previous cooperation model of Wenjie, and the expectations for products can be higher.
At present, Huawei has a high voice in the fields of automobile-related intelligent driving, intelligent cockpit, intelligent electric, and intelligent networking, and basically mastering the above points can make a first-class intelligent electric product, although it does not make cars, but it has a number of core technologies, so Huawei has also become a golden sign of some of the main intelligent products.
JAC's current advantage is that it has accumulated experience in the manufacture of new energy vehicles in recent years, such as some products for the mid-to-high-end market, and the German manufacturing standards adopted by the Volkswagen MEB factory, which must be one of the reasons why Huawei is interested in JAC.
At present, the sales volume of yttrium for the JAC yttrium brand that has been listed for 3 is not ideal, and the number of months on the market is hovering in a small few thousand, and the follow-up yttrium is x3, yttrium is 5, and yttrium is x5 Whether it can get a higher volume in the market still needs to draw a big question mark, if you want to set off a higher heat in the new energy market, you may have to wait for the cooperation with Huawei in 2024 to land, whether it can be popular, it depends on how Huawei builds momentum for this million products.
Since you can't be your own protagonist, it's good to be the man behind a successful man.