Reporter Zhang Qi.
Recently, a news of "Is Yadea going to build a car" appeared on Weibo hot search. The "two-wheeled" Yadea wants to enter the field of car manufacturing? The new energy vehicle circle needs to be reshuffled? On February 26, Yadea officially responded that the information about car manufacturing on the Internet was false. There is no plan to manufacture new energy vehicles, and the current business focuses on electric two-wheeled and three-wheeled travel products.
Although there is no new energy vehicle manufacturing plan at present, it does not mean that there is no possibility of expanding the market and entering the automobile manufacturing industry in the future. In this regard, industry insiders said: in the short term, "vehicle operation" is difficult, but starting with auto parts may be a good choice. (Qilu Evening News Qilu One Point Breaking News**: 0531-85193656; E-mail: 405617016@qqcom）
The truck driver photographed Yadea staff disassembling Lamborghini and Tesla Model 3 modely.
Yadea: There is no plan to build new energy vehicles for the time being.
In a ** on the Internet, a large truck driver took pictures of the Yadea factory when delivering goods to Yadea, and the staff in the factory were dismantling Lamborghini and Tesla Model3 modely, which caused many people to speculate that "Yadea is going to enter the new energy vehicle circle".
Sharp-eyed netizens found that Yadea's recruitment advertisements for some technical positions involve the requirements of R&D experience in the automotive industry.
Yadea's recruitment advertisements for certain technical positions.
Regarding this series of speculations, on February 26, Yadea officially responded: "The information about car manufacturing on the Internet is untrue. In fact, it is a discussion for Yadea's internal technical staff, learning from the new energy vehicle industry, and building good cars for global users. Yadea has no plans to manufacture new energy vehicles, and its current business focuses on electric two-wheeled and three-wheeled travel products. ”
Although Yadea currently has no plans to build new energy vehicles, this does not mean that it will not get involved in automobile-related manufacturing in the future. With the expansion of the electric vehicle market and the advancement of technology, Yadea still has the possibility of expanding its business and entering the automobile manufacturing industry.
Yadea has a high reputation and brand influence in the field of electric two-wheelers, and has a huge user base. According to the data, Yadea Holdings will achieve operating income of 170 in the first half of 20234.1 billion yuan, a year-on-year increase of 213%；Net profit 118.7 billion yuan. In the first half of the year, Yadea's electric two-wheeler sales were 821070,000 units, a year-on-year increase of 3381%, becoming the first major electric two-wheeled vehicle factory in China. Such data will undoubtedly allow Yadea to gain more trust and recognition in the future new energy vehicle market.
Some experts believe that the technical accumulation in the field of electric two-wheeled vehicles for many years has provided certain technical support and experience for Yadea to enter the field of new energy vehicles. In the field of electric two-wheeled vehicles, Yadea and other electric vehicle brands have a wide range of sales channels and service networks, which can achieve rapid layout in the new energy vehicle market.
"Two wheels" to "four wheels" is not an easy task.
However, there are many technical and production qualification challenges to overcome, so Yadea needs to think carefully and make wise decisions.
At the moment, it's not that easy. Wu Lei, a senior ** person, believes that Yadea may want to enter the new energy vehicle market earlier to get a piece of the pie, but the changes in the market will undoubtedly make it retreat. According to the data of the first three quarters of 2023, NIO lost 10.9 billion, Xpeng lost 5.1 billion, and Zero ran lost 3.3 billion. Not long ago, the high-end positioning of Gaohe Automobile was also in trouble.
Although Yadea has a certain capital base, its investment in the automobile manufacturing industry may be like a drop in the bucket, and the model of "making big profits at a small cost" is no longer suitable for today's market. "Through the dismantled models, it can be found that they are targeting more than 200,000 or even about 300,000 cars. Wu Lei said that if this is the route, then Yadea needs to make a big deal about the battery, motor and electronic control system.
Taking batteries as an example, two-wheeled vehicles are mostly graphene-based, with low energy density and too much weight, which is not suitable for application in four-wheeled vehicles. Wu Lei said that four-wheeled vehicles generally use ternary lithium batteries or lithium iron phosphate batteries. If Yadea buys batteries for reprocessing, the cost will undoubtedly be higher. In addition, new energy vehicles also have their own technical systems in terms of motors and electronic control, which is not easy to apply in practice.
BYD's Fodi battery issued a document.
In addition, the two-wheeler giant Yadea is being hit by BYD. Recently, BYD's Fodi Battery issued a document saying, "For the application of R&D results of passenger cars to the field of two-wheeled vehicles, increase R&D investment in two-wheeled vehicles, and cooperate with the positive energy of all parties to develop a safe battery that can go upstairs." This undoubtedly releases a signal that BYD will turn its attention to the two-wheeler market, which will have an impact on brands such as Yadea in the future.
BYD's battery may be more dominant in the use of two-wheeled vehicles. Wu Lei said that in the two-wheeled vehicle market, Yadea not only faces BYD's "reverse" output, but also from its rivals Emma and Tailing. According to the data, in 2022, Yadea and Emma will occupy a total of 43With a market share of 2%, Tailing Electric Vehicle, which is the third best-selling vehicle, accounts for about 14With a market share of 1%, Emma and Tailing are undoubtedly strong competitors in the Yadea two-wheeler market.
The situation of being caught between two sides may push Yadea to expand the market as soon as possible. In Wu Lei's view, if you want to successfully enter the new energy vehicle industry, it is difficult to "operate the whole vehicle" in the short term, but it may be a good choice to start with auto parts.