It's only been a few days since 2024 started, and Evergrande Automobile had another accident!At 9 a.m. on January 8, Evergrande Automobile announced that the company would be temporarily suspended from trading in Hong Kong stocks and had inside information to be reported.
At around 12 noon, Evergrande Automobile issued an announcement again that the company was aware of itExecutive Director Liu Yongzhuo is suspected of violating the law and committing crimes, has beenCriminal detention in accordance with law。The Company has applied to the Stock Exchange for resumption of trading in its shares with effect from 1pm on 8 January 2024.
It is reported that Liu Yongzhuo is very important to Evergrande Automobile and serves as the executive vice president of Evergrande GroupPresident of Evergrande AutomobileBothChairman of Evergrande New Energy Technology GroupPresident of the Vehicle Research Instituteand other positions.
Evergrande's dream of building a car is shattered
On August 3, 2020, Evergrande Automobile Group released the first phase of six Hengchi vehicles in Shanghai and Guangzhou at the same time, achieving full coverage of all levels from A to D, as well as passenger car models such as sedans, SUVs, and MPVs, and starting the first battle to enter the new energy vehicle industry.
On July 6, 2022, Hengchi 5 held a pre-sale press conference, and President Liu Yongzhuo said: Hengchi 5 is the best pure electric SUV within 300,000. The car is priced at 17 on sale90,000, ultra-high cost performance has attracted attention.
On July 20, 2022, at the "First 720 Hengchi Festival" held by Hengchi Automobile, Liu Yongzhuo said: Hengchi 5 pre-sale orders are hot, and the market performance far exceeds expectations. As of 19 o'clock that night, the number of orders for Hengchi 5 was 37,296 and continued to grow.
At the end of September last year, after Xu Jiayin, the Evergrande empire seemed to be on the verge of disintegration, and Evergrande Automobile was also facing huge operating difficulties.
The data shows that in the first 11 months of 2023, the sales of Hengchi 5 were only 937 units, and in September last year, the single-week sales of Hengchi 5 have been in a sluggish state, the lowest timeThere is only 1 unit in a single week
When the sales were good, it was during last year's Double Eleven, and the Hengchi 5 had a maximum discount of 25,000 yuan, and the sales volume in a single week was close to 50 units.
As far as the market situation in 2024 is concerned, the overall product strength of Hengchi 5 is still at the middle and lower reaches level, and it is possible to compete with independent brands and other new car-making forcesThis can only be done by way of price reduction
In addition, Evergrande Automobile currently has only one model on saleThe development of new vehicles has almost completely stalled, now the president of the vehicle research institute, is undoubtedly worse.
In fact, in addition to the suspension of trading and the executives**, the subscription agreement between Evergrande Auto and Newton Group also went wrong, and the two sides had disagreements, which led to the termination of the project. The company lost its life-saving money and ushered in unprecedented financial pressure.
Evergrande Automobile's 2023 interim report shows that the company is currentlyLiabilities 756900 million yuan, the first half of the year in fullThe total loss was 74200 million yuan。Now that 2023 has passed, the loss figure should continue to increase.
Without capital injection, Evergrande Auto may always be in a state of chronic death in the future.
In the new energy vehicle market, the polarization pattern is intensifying
According to incomplete statistics of ruts, since last year, including Hengchi, Aiways, Weimar, Ziyoujia, Skyrim, Reading, Future, Byton, etc., at least8 new car-making car companies thunderedIt can be said that the new energy vehicle market has gone through the first period and officially entered the knockout round.
Entering 2024, the trend of market polarization is even more obvious. In January, various car companies announced their 2023 report cards, and BYD became the sales champion in the new energy vehicle market.
In December 2023, BYD sold more than 300,000 units, and its annual sales reached 30240,000 units, exceeding the target of 3 million units set at the beginning of the year. Tesla sold more than 1.8 million units in the same period, which means that BYD is the double champion of the global and Chinese new energy vehicle market in 2023.
Sales were followed by SAIC, Geely and GAC, of which SAIC's new energy sales were 11230,000 units;Geely's new energy segment sold 4870,000 units;GAC Aion sold 480,000 units.
After comparison, it can be seen that the first place and.
Second and third placeThe distance is getting biggerThe gap between SAIC and BYD widened from 790,000 to 1.9 million units, and the gap between Geely and BYD widened from 1.48 million units to 2.52 million units.
In the camp of the new forces, there is also a trend of polarization. Unlike traditional car companies, which have many years of heritage, the consequence of new forces becoming the "other pole" may be to lose their qualifications.
Ideal to become the sales champion, this productThe average price is over 300,000The sales volume of car companies exceeded 50,000 units for the first time in December, and the annual sales volume was 3760,000 units, with a cumulative delivery volume of more than 600,000 units, making it the new force with the highest delivery volume.
Nezha Automobile, the new force in 2022, has fallen far behind this year——In 2022, Nezha's sales volume will be 1520,000 units, compared to only 12 in 202370,000 units;
In addition, the situation of Weimar and Gaohe is not good. January 4th,The court formally accepted WM's bankruptcy reorganization application, Gaohe also came out on this dayArrears of commercial payments, new models are stillbornmessage.
On the whole, in the new energy vehicle market, the first.
Second, the distance between the members of the third echelon and the members of the first echelon is getting farther and farther, the good ones are getting better and better, and the bad ones are getting worse and worse.
Thunderstorms in the main engine factory have become the norm, what should the tire factory do?
At present, new energy vehicles have become an opportunity for China's automobile industry to "change lanes and overtake", and domestic tire companies have naturally not let go of this piece of fat, constantly expanding supporting channels, and reaching cooperation with many new car-making forces.
However, with the continuous thunderstorm of many new forces, it has also sounded the alarm for tire companiesEvery time a car company goes bankrupt, there are related tire factories that are interrupted and have bad debtsFor tire companies, the supporting business is already harsh, the profits are meager, coupled with the fluctuation of supply, the general enterprises are indeed unbearable.
At present, there are many domestic electric vehicle brands, some of which have few sales, and tire companies supporting these automobile factories will not greatly enhance the brand influence and popularity, nor will they bring considerable income, and at the same time they will have to bear the risk of collapse, which can be described as more than worth the loss.
Admittedly, matchingSmall brands are also a helpless move for tire factoriesIn the words of the car factory, a car with Michelin tires can be sold for tens of thousands of dollars more;Installed with domestic second-rate brand tires will cost tens of thousands of yuan less.
Although it is an exaggeration, it is enough to see that Chinese tires urgently need to make breakthroughs in the field of high-end supporting.
Ruts believes that in 2024 and beyond, yesProduct is king, technology is kingThe era - the ideal to win the new force sales crown, confirmed that low price is not necessarily the way out, excellent products are the cornerstone of market recognition.
At present, the domestic tire supporting market has entered a critical period of reshuffle, opportunities and challenges coexist, tire factories only strengthen the contact with the main engine factory, constantly improve their technical strength, and develop more excellent products, in order to be one step ahead in the supporting field and drive the growth of brand influence.