The closed door to the qualification of building a car is changing the expected competitive landscape. Up to now, the approval of investment projects for new energy vehicles has been suspended for more than a year, and in order to seize the subsidy exit and the window period before the joint venture brand enters the market, new car companies have already Can't wait for the queue after the restart. While working with the traditional car companies to produce, and acquiring qualified 'shell' enterprises, while applying for qualifications, they are becoming the first choice for new car manufacturers. The traditional car companies are letting go. Hands and feet, starting to take advantage of the manufacturing link to take the initiative to seize new opportunities.
'We have a car sales at the end of the year, but we don't know how long it will take until we apply for the qualifications.' Singularity car CEO Shen Haijun said that in April this year, electric car startup Qide Auto and Beiqi New Energy of Beiqi Group To achieve cooperation, Shen Haijun does not evade. The focus of cooperation is to borrow the qualification of BAIC and produce singular vehicles through BAIC. The latest action of BAIC seems to be more active. On June 18 this year, with the global auto parts giant Mai After Ghana established a joint venture company, the joint venture company is considered to be the 'Foxconn' of the automotive industry. Deputy Secretary of the Beijing New Energy Party Committee, spokesperson Lian Qingfeng said in an interview with the media that some Chinese car companies need quality production. Service, 'They are all potential customers of the joint venture'.
In parallel with the singularity car, the company also announced that it has obtained the investment of FAW Group, and signed an agreement on deep cooperation in the industrial chain with FAW Group in July. Prior to this, there have been many electric vehicle startups and traditional vehicles. The company reached a foundry agreement, and even the star of the new car company, Weilai’s new car tail, was also affixed with the words “Jianghuai Weilai”. At the same time, as a result of the first round of the new energy market knockout, the acquisition was qualified. The company has also become another path for new car companies to obtain a permit. In early July of this year, Electric Coffee Motors announced that it has obtained SUV production qualifications through the acquisition of West Tiger Motors. More potential acquisitions in the industry are also in progress.
From this perspective, the intention to officially suspend investment project approval is also being realized. 'Cooperate with cooperation', a professional close to the NDRC said that the auto project authorities welcome new car companies and traditional car companies to cooperate and encourage For the merger and reorganization of backward production capacity, strict control can not bring new capacity building with increased industry benefits. This is also reflected in the new industrial policy.
However, the new car manufacturers have not given up their 'ambitions' with their own production bases. At present, at least a dozen of the major new car manufacturers have already built or are building production bases, and in the new energy sources that are said to be as many as sixty or seventy. Among the car startups, only six have been approved by the National Development and Reform Commission.
The Economic Observer reported that the "Automotive Industry Investment Management Regulations (Draft for Comment)" is going through the final approval process. Once the regulations are formally implemented, the approval of the investment approval for new energy vehicles will be restarted immediately.
Qualification of new car companies 'chasing wars'
Entering mid-July, rumors are flying all over the sky. '苟延残喘' For many years, Tianjin FAW announced the transfer of 100% stake in FAW Huali, and then the electric vehicle startup company Beit Motor, which has just become a FAW partner, ranked first in the list. And BAIC and the world The joint venture of the parts giant Magna led to a speculation that the joint venture company is likely to produce vehicles for the singularity and the network car giants, and then open the car industry 'Foxconn' model.
For the speculation that Baiteng took over FAW Huali, FAW Xiali subsequently denied it. For Beiqi to form a joint venture foundry, BAIC responded to the economic observation that there is no final conclusion yet. But Beiqi is a new energy source. The leader of the automotive industry, with the concept of 'open sharing' to support the rapid development of the industry will not change.
The so-called rumors are not groundless. From April this year, Baiteng Automobile signed a strategic cooperation investment framework agreement with FAW Group. In June, FAW Group participated in the B-round financing of Baiteng Automobile, and then signed the strategic cooperation framework agreement on July 3. The two parties have confirmed that they will cooperate in the fields of platform technology, investment and shareholding, parts procurement, and development, production, sales and service of intelligent networked automotive products. In this package, help Baiteng obtain production qualifications. It is the meaning of the most important question.
Compared with Baiteng becoming a 'receiving man', BAIC's joint venture foundry plan seems to have more background support. Recently, Xu Qiyi, chairman of BAIC Group, announced that it will stop selling BAIC Group fuel vehicles in Beijing from July 31 this year. BAIC's own brand has always been in a weak position. Therefore, this decision has not disappointed the industry. As a first step in the transformation of BAIC Group into the new energy vehicle sector, it will use the excess self-owned brand capacity to create a new car company. It can be said that it has seized the opportunity of the industry. After all, Beiqi New Energy, a subsidiary of BAIC Group, has matured and is the leader in the industry. After BAIC completely stops the production of fuel vehicles, the excess capacity will be more, and no new energy vehicles with production qualifications will be created. The company is also a lot.
If the investment project is not approved, it means that it cannot be produced or sold. After the first high-profile collective appearance at the Beijing Auto Show in April this year, the new car companies began to enter the new car offline and listing stage. The new subsidy policy was launched in June this year. It has also increased the sense of crisis for new energy-making enterprises. In the early stage, the funds of 10 billion yuan have been invested, but the production qualifications are far from indefinite. This is like preparing materials for cooking, but it is not the same.
On the other hand, the influx of large capital into the new industrial clusters has also made traditional car companies aware that opening up is an inevitable trend. Before this, Weilai was looking for Jianghuai foundry, Weimar was looking for a southeast foundry, and Xiaopeng was looking for a hippocampus. Foundry has become the first batch of representatives of the 'new and old forces cooperation' after the NDRC announced the suspension of the approval of new energy production qualifications. In early July, the release of the "Automobile Investment Management Regulations (Draft for Comment)" clearly conveyed the encouragement of new vehicles. The policy attitude of further intimate contact between enterprises and traditional car companies also endorsed the birth of more 'new and old forces' cooperation models.
However, the sense of security and achievement of the new car manufacturers is not fully satisfied by the traditional car companies. Therefore, in addition to borrowing the qualifications of traditional car companies, the acquisition of qualified car companies has become another shortcut. On July 6, in the new car companies The first echelon's electric coffee car signed a technical improvement project with Quanzhou Economic and Technological Development Zone and Xihu Automotive Industry Co., Ltd., and acquired SUV production qualification through the acquisition of Xihu Automobile. As a electric coffee car, Weimar Automobile, as early as 2017 2 In the month, it acquired 100% equity of Dalian Huanghai Automobile Co., Ltd. through its wholly-owned subsidiary Dalian Xinyaya Intelligent Technology Co., Ltd. The 'curve' obtained the production qualification of SUV and MPV products.
According to industry views, the industry exit mechanism initiated by the Ministry of Industry and Information Technology, as well as the 'eliminated people' brought about by the inferior survival of the inferior, also provided a new 'prey' for the qualification of the new car-making enterprises. This year, due to profitability Worrying, the sale of equity by qualified new energy car companies and the overall sale of old car companies continue to occur, and the M&A activity of the auto industry is more frequent than in previous years. The 'curve' is not as attractive as the 'straight line'. For car companies, without their own factory, it is just a R&D and sales company. The image and quality of the brand will be largely determined by the foundry factory. Therefore, the production base is the most important for the new car companies involved in the automotive industry. ' One ring, did not terminate with the suspension of qualification approval. With the large amount of funds from local governments and land support, more than a dozen mainstream startups have started production base construction.
'We will use the factory in Tongling, Anhui to apply for qualifications, but don't worry.' Shen Haijun said that since the singular car will have a car for sale at the end of this year, qualification is a top priority, and foundry is the most effective means of emergency. The Tongling base with a singularity of 8 billion yuan will be built at the end of 2017. It is planned to complete the first phase of construction in 2018, with an annual production capacity of 200,000 units. For Weimar, electric coffee and other existing OEMs, acquisitions, and layout For the new car manufacturers in the production base, OEM is just a transition. Electric coffee has used this strategy combination more familiarly. Through the OEM of Southeast Auto, the first A0 electric car of electric coffee has been listed at the end of last year. In the first half of this year, the sales volume has exceeded 2,000. At the same time of the acquisition, the electric coffee company has three bases, and said that it is applying for qualification through the self-built base.
The Qingxing Auto, which belongs to the 'Tsinghua Department', is selected to develop on the mature platform of FAW Group. The Qingxing Jingke 400 launched by it even directly marks the logo of FAW Group. 'We use FAW's factory and Production qualification, using the FAW package, which allows us to reduce the cost to a minimum. 'Qingxing Auto COO Li Linguo told the Economic Observer.
Unapproved capacity projects are illegal
'At present, the production capacity of the entire automobile industry is sufficient, and it is not necessary for each enterprise to build new capacity. 'The above-mentioned professionals close to the National Development and Reform Commission said that as the competent department responsible for the approval of new energy vehicle capacity, the National Development and Reform Commission on traditional car enterprises and new car companies The cooperation agrees that 'cooperate and cooperate'. The person believes that the advantages of new car companies are not in the production process, and any products must first undergo market tests. These new products still have many shortcomings, and finally whether they can be marketed. Acceptance is still uncertain, and there is a risk that the funds and brands can keep up. Therefore, it is not recommended to invest huge amounts of capital in the initial stage. Once it fails, it will only cause more waste. The Economic Observer has learned that before the energy The bureau also expressed the hope that the original innovative energy vehicle companies will increase cooperation with traditional car companies.
In the next step of the approval of new energy vehicle production qualifications that the whole industry pays attention to, the NDRC person told the Economic Observer that, logically speaking, the production access of new energy vehicles will follow the new regulations. 'New regulations ' refers to the "Automotive Industry Investment Management Regulations (Draft for Comment)" issued in early July. This opinion draft strengthens the requirements for local government audit responsibility, and increases the environmental conditions for new production capacity, including the new location of the capacity. Energy vehicle consumption and supporting capacity requirements. This is aimed at curbing the blind investment of new energy vehicles and the chaos of money. At present, the draft is still going through the approval process. If there is no accident, it will be implemented within the year. .
'In theory, these capacity-building projects are illegal before they are approved. 'The above-mentioned people close to the National Development and Reform Commission said that the new car-making enterprises are now blooming all over the place to invest in production bases, except for the interests of local governments. There are also factors that are not sound in law enforcement.
'The normal process is to apply for investment project (new enterprise) approval first, start construction after approval, and apply for announcement (product license) after completion. ' The person said that the term 'qualification' is not accurate, is an industry saying, accurate statement It is 'investment project review'. 'The investment project approval application is submitted by the provincial government to the country. It must have a fixed fixed asset investment project code, investment content, construction site, land formalities and construction plan, proof of funding source, and other necessary materials. . '
In the current automotive industry, it is generally believed that only the establishment of a factory can obtain the NDRC's production qualifications (the official accurate statement is 'investment project approval'), and as such, this statement is wrong. It is reported that the current new energy In the automotive industry, projects under construction are mixed. In addition to the capacity of most new car companies that have not been approved for construction, there are also projects that are driven by auto parts projects, which are over-construction; some are only exaggerated by the so-called industrial parks (plants). Only the project planning, not having the construction conditions, is used to circle the money. In these projects, most of them have local government support.
The NDRC has denied the claim that a large number of companies are currently waiting in line to approve new energy production qualifications. They said that they did not receive new information after the announcement of the suspension of new energy vehicle investment projects in June last year. Project approval application. The Economic Observer reported that most of the new car companies that claimed to be applying for project approval did not formally submit their applications, and they are still in the preparatory state.
According to the industry's view, from the new "Regulations on Investment Management of the Automobile Industry (Draft for Comment)", it can be seen that in the approval of new energy production projects, the NDRC is striving to achieve a balance between market development and policy supervision. According to the above, it is close to the NDRC. According to people, for any industry, the focus of government regulation should be on the front end. However, for a new field such as new energy vehicles, it is inevitable that they will not be able to grasp the exact position, and the industry will require a wider threshold. The call for capital 'freedom to kill', the NDRC did intend to listen to industry opinions and reduce front-end intervention.
However, there must be rules in any industry. Otherwise, the chaos that involves industrial safety is easy to breed. Therefore, the new "Regulations on Investment Management of the Automobile Industry (Draft for Comment)" has strengthened the market environment in all aspects. The assessment of local government responsibilities and other aspects has established a more reasonable entry assessment for the investment approval of new energy vehicle projects. 'Most people underestimate the impact of this document, we have been able to feel the changes in the capital market, a deeper impact It will appear soon. ' A senior executive of a new car company told the Economic Observer.