On the morning of July 31, the gate of the project project of Nanjing Yinlong New Energy Industrial Park in Lishui District, Nanjing was blocked by a huge crane. The frontline workers from Xi'an Construction Engineering once again expressed their dissatisfaction through this extreme way. Subsequently, the local police station police, conducted mediation. Soon, the project site returned to normal. 'The similar project of the containment project often occurs, the police came to use is useless. Yinlong defaulted first, do not give money to care. A park worker who did not want to be named told the Economic Observer, 'May in May, May in May, June in July, and now in August. So a big company, why is it a credibility? No?'
On August 1st, the Economic Observer reporter visited the site of Nanjing Yinlong and saw that the huge factory area was sparsely populated. On the No. 3 road between the bus factory area and the truck factory area, there were a few sandstones and blocks stacked. The black tube next to it. The side of the net is buried deep underground, and one side is exposed to the ground. Not far away, only three or four excavators are still under construction, and they creak from time to time.
'The work done today is to break the No. 3 road and connect the fences. ' Zou Shifu, who is driving the excavator construction, told the Economic Observer, 'Digging the machine to burn diesel, the fuel cost per hour is about 120, starting one day. The fuel fee is 1000. From February to the present, only individuals have already paid 100,000 pieces of oil.
Zou Shifu was employed by one of the contractors of the Nanjing Yinlong Commercial Vehicle Project - China Wuye Group Co., Ltd. (hereinafter referred to as 'China Wuye'), even though he has not received a salary since February this year, he still Choose to keep sticking. 'If the project stops, the project doesn't end up badly? If the person is gone now, isn't it more difficult to get the salary before?'
However, there are a few such 'holding', and most of the workers here have chosen to flee. The scene of construction of nearly 1,000 people in the first half of the year has ceased to exist. The Economic Observer reported that Yinlong New has eight simple dormitory buildings. Energy project workers living area, now occupancy rate is only 20%. 'A meal at the peak of the canteen for 300 people to eat, but now there are only a handful of people who come to cook. ' At 5 pm, help the chef Wang An skilled from the refrigerator Take out about 10 pounds of noodles and prepare dinner for dinner. 'And in the past, for a dinner, you need at least 90-100 pounds of noodles.' Wang An told the Economic Observer.
'The current project is basically completed 50%. The funds are not in place, who will give you the work? With this progress, it will not be completed for another half a year. It is imperative that workers get the money. ' One wearing a red helmet, the logo has five The workers of the metallurgical company admitted to the Economic Observer.
Subsidiary Nanjing Yinlong’s 'Sudden Depression' is an episode in the negative news that Zhuhai Yinlong New Energy Co., Ltd. (hereinafter referred to as 'Zhuhai Yinlong') has been appearing for half a year. Since 2018, Zhuhai Yinlong has been in arrears. In the whirlpool of negative news such as payment, deception, work stoppage, layoffs, etc., its Nanjing Industrial Park was once caught in the 'Rossman Gate' sealed by the court in July.
The short-term negative frequency has already caused Yinlong to be in the storm. In the future, what will be the problem facing Yinlong to build a car?
Check the back of 'Rashomon'
Nanjing Yinlong entered the public view and originated from a seizure of the local court two weeks ago. On July 18, the Jiangsu Provincial Higher People's Court seized the new energy commercial vehicle real estate project in Nanjing Yinlong. The seizure period was from July 2018. From the 20th to the 19th of July 2021.
Regarding the reasons for the seizure, the court said that the project's cooperation unit, Wuye Group Shanghai Co., Ltd. (China Wuye Subsidiary Co., hereinafter referred to as 'Shanghai Wuye') and Yinlong had differences in contract performance, and applied to the court for litigation. After only 3 days, the incident turned against the trend and the project was unsealed on July 22.
He Yaolong, the person in charge of the Nanjing Yinlong project, said in an interview with the media that the two sides have resolved the issue through friendly negotiation. The partners have applied to the court for deblocking. At present, all the normal operations, the first batch of new energy buses are expected to be in this year. Pre-delivery. According to the data, the Nanjing Yinlong New Energy Industrial Park project with a total investment of 10 billion yuan was started in May 2010 in Nanjing Lishui Development Zone. It is expected to be put into operation at the end of August this year. After the project is put into production, it will realize an annual output of 25,000 vehicles. Electric commercial vehicles, 500 million ampere-hour batteries and 400,000 vehicles start and stop power, the annual output value will reach 14.6 billion yuan.
However, from the current point of view, the progress of this project is not exactly the same as expected, even different. 'Xi'an Construction is basically no one at the scene, only two buildings erected not long ago. Internal ground, pipe network laying and other late work did not do Finished. There are only a small number of workers in the construction area of Bajian and Wuye. The whole phase of the project is still under construction and has not yet reached the conditions for completion. A worker who did not want to be named introduced to the Economic Observer.
According to the Economic Observer, the Nanjing Yinlong commercial vehicle project was mainly built by China Wuye, Xi'an Construction Engineering and Nanjing Bajian. The main unit of No. 3 Road is Xi'an Construction Engineering Zone, which is responsible for logistics vehicle workshops. The workshop is west of China's Wuye Construction Zone, responsible for final assembly and painting; the 6th floor of the overall frame of the shift dormitory is undertaken by Nanjing Bajian.
According to the data, Shanghai Wuye, one of the protagonists of the seizure incident, is mainly responsible for the project including portal steel frame and reinforced concrete frame structure. It won the bid in September 2017 and officially started on the morning of October 6. The total construction area is 17.62 million square meters. 'Yinlong funds are not in place, so the three contractors have been funding.' Zhang Mu from Jiangsu Zhenyang Construction Co., Ltd. revealed to the Economic Observer, 'We are the partner of China Wuye, Silver Long does not give five smelting money, Wuye will not give us money. From February to the beginning of the Spring Festival, wages have been suspended, did not get a penny. Even the 2017 salary only got the total amount of 80 %, but I heard that it is also Wuye’s own money pad.
According to the reporter of the Economic Observer, the construction site of Nanjing Yinlong was still in full swing before May of this year. However, in June, Wuye stopped the capital, Yinlong still did not pay, strike, and the signs of depression were out of control. In addition, in Zhang Mu's view, lack of money is an important factor in the stagnation of the project, but not the only reason. The key is the unclear power battery technology route.
'No money is always playing, but the technology is not the main reason.' At the door of the battery production workshop in which Yinlong is under construction in Nanjing, Zhang Mu said frankly, 'Now the steel structure is almost the same, and the rest is broken. The day before yesterday, it entered 100. Multi-ton color rolls, the materials are all ready. But without drawings, the project has been unable to construct. This is because the high-level battery technology route is delayed.
Yinlong puzzle to be solved
Yinlong currently mainly uses lithium titanate batteries, which is different from the current mainstream lithium iron phosphate and ternary lithium batteries. 'If the lithium carbonate battery technology can pass, the factory will not park so many cars. There are more than 200 vehicles, not including hundreds of vehicles that have been opened recently. 'An interviewee who did not want to be named believes that the details of the matter progress, the Economic Observer reporter tried to contact the relevant person in charge of the parties involved. To answer, but did not receive any official reply as of press time.
According to the guidelines, the Economic Observer reporter saw in the Yinlong bus factory that on the unpaved yellow land ping, a row of blue and white interphase Nanjing bus and Dongbai bus between the green and white are neatly parked. The staff drove in and out of the green new energy license bus that started with Su A. According to a staff member in the factory, there are still 200 new energy buses not yet delivered, and the main delivery companies are two in Nanjing. Bus company - Nanjing Bus and Dongshan Bus.
Talking about the specific situation of this batch of vehicles, a staff member who claimed to be the person in charge of Nanjing Yinlong Media refused the interview of the Economic Observer. It said that the current Yinlong Industrial Park is in normal operation, and the project is specific. The progress and actual delivery of the bus, based on the information previously sent online, will not update other information for the time being. 'We don't want to contact the media too much. If there is the latest news, we will notify you at that time.' The person said.
As the actual controlling shareholder of Zhuhai Yinlong, Dong Mingzhu made a clarification during an interview with the media on July 31. She said that the Nanjing Yinlong project incident will not affect the development of Yinlong, and said that Yinlong will not shrink investment, ' I am full of confidence in the prospect of (Yinlong), because first of all its energy storage technology is there. 'Dong Mingzhu said.
However, in addition to Nanjing Yinlong, Yinlong is also facing a test in the market. According to sources, in the Wu'an, Hebei, the forefront of Zhuhai Yinlong's helm, Yinlong's products suffered the fate of 'under the shelf'. Every time the car runs about 30 kilometers, it will be charged once, and there is no competition in cost and practicality. At present, Wu'an City has already changed some Yinlong electric buses in the running towns back to the fuel buses. 'The above sources According to the reporter of the Economic Observer, Hebei Wu’an Bus Company told the Economic Observer that the route of electric vehicles and fuel vehicles is not fixed, mainly based on road conditions. Currently, electric vehicles are mainly used, and there are a small number of fuel vehicles and natural gas. car.
As one of the three production bases of Yinlong, Hebei Yinlong was also exposed to signs of shutdown. In Wu'an New Energy Park, Yinlong's Hebei Yinlong, North Ao Ti, and Guangtong Auto's three subsidiaries are also affected to varying degrees. spread.
According to an analysis report, in 2017, Yinlong electric bus orders were more than 6,000, actually sold 3,355 pure electric buses, and the sales data in 2016 was 6,200. Unaudited annual report shows Yinlong's 2017 revenue. It was 8.752 billion yuan, net profit was 268 million yuan, and net profit fell 67.94% year-on-year.
In the face of the huge cake of new energy vehicles, Yinlong once leaped into a large-scale sprinting spurt, and it arbitrarily throws 80 billion yuan to lay out the industrial park, vying for the opportunity of dividing food, but its development is also bearing the burden. The latest data shows: As of December 31, 2017, Yinlong's total assets were 31.512 billion yuan, while the total liabilities were as high as 23.767 billion yuan, and the asset-liability ratio was 75.4%.
'Yinlong is still on the technical route. For enterprises, technology and products are the foundation. If there is no such foundation, it is definitely not acceptable. 'Guo Chunlin, director of the Electric Vehicle and New Energy Grid Research Center of North China Electric Power University, accepted The Economic Observer reported that he regretted the interview. 'In the short term, if the financial problems of Yinlong can be sustained and adjusted to catch up with the industry-leading enterprises, it will continue to develop. If you have been on the technical route and products If you get it, Yinlong will not be so difficult in financing, and its industrial park will not encounter the above troubles.
The current new energy industry, because the subsidy policy has changed, the capital chain of the whole industry has become increasingly tight, which is also considered to be a cause of the development of Yinlong.