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Since the day new energy vehicles began to catch fire, there has been a constant argument - "New energy vehicle manufacturing is very simple, in fact, it is to turn two-wheeled electric vehicles into four wheels." ”
Unexpectedly, the joke of that year became a slur. Now the calf finally can't stand it and wants to step into the muddy waters of car building. On December 15, Niu Innovative Energy Technology was officially released, focusing on the two directions of extended range and pure electricity.
Li Yinan, who created The Maverick Electric, stepped into the ranks of car building this time.
In fact, there has been a long time for the maverick to build a car, but now it has been three years since the establishment of the project. In the three years of secret growth, Niuchuang's current core R & D team has grown to the scale of 1,000 people. According to the news, these people are from mainstream first-line automobile companies at home and abroad, with an average working experience of more than 10 years.
And these three years are also three years of sudden changes in the market situation. Weilai, Ideal, and Xiaopeng have gone public, and have sat in the top three seats of the new car-making forces. In the past November, Weilai sold more than 10,000 new cars, ideally delivering 13,000 new cars, and Xiaopeng broke through 15,000.
In addition to these new car-making forces, GAC Aeon's terminal sales reached 14,566 units in November, an increase of 123% year-on-year. This shows that in addition to the new forces of car-making in the new energy market, the new energy brands of traditional car companies are not willing to show weakness, and they are not lagging behind in opening up the territory.
The market position of the Maverick is obvious to all, which is also one of the few two-wheeled electric vehicles in the "new car-making force". And this time, Li Yinan chose to officially face the most difficult road to build a car. It's a completely different track from the Mavericks, which is more crowded and more competitive.
So, is there still a chance for Niuchuang?
▍What does Niuchuang want to do?
Although the brand is headquartered in Beijing and the R&D center is in Shanghai, the real landing location of Niuchuang's project is in Changzhou.
In December 2020, Jiangsu Niu Innovation Energy Technology Co., Ltd. completed the registration with a registered capital of 50 million US dollars. By 2021, Niu Chuangxin Energy will move to Changzhou Jintan, and the registered capital will increase from the initial $50 million to $400 million.
It can be said that it is in Changzhou that Niu Innovative Energy has found its own home and attracted more investment.
The logic of choosing Changzhou is simple. Changzhou is a famous manufacturing base in the Yangtze River Delta, and the ideal car manufacturing plant is in Changzhou. In particular, it is worth mentioning that domestic local governments participate in new energy automobile enterprises, and changzhou is the earliest one in terms of data from all aspects.
In April 2016, Changzhou Wujin Industry Fund invested 780 million yuan in the financing of Ideal Automobile. Other cities, such as Shanghai, Hefei, Zhuhai and Nanjing, basically began to bet on investment in 2018-2021. In the domestic "new energy vehicle enterprises to grab the war", Changzhou, which has a unique vision, has always been at the forefront.
Niuchuang's project landed in Changzhou, and will be able to enjoy the group effect brought by the ideal automobile factory, as well as the parts supply system in the Yangtze River Delta and even in Jiangsu, Zhejiang and Shanghai.
At the same time, the relevant departments in Changzhou will not fail to treat Niuchuang such a big project. In Changzhou, there was originally a factory for Mahayana Motors, which is located in Jintan District. Coincidentally, Niuchuang's registration location is also jintan district, and it is worth pondering whether the two will have some wonderful connections.
A traditional car company that is on the verge of collapse, and a new car-making force that is waiting to be fed in the rising period, the combination of the two has been seen too much in the past few years - the ideal acquisition of Lifan, Weima's acquisition of the Yellow Sea, these new forces are relying on the qualifications of "late car companies" to build their kingdom on their ruins.
Assuming that Niuchuang can successfully use the production qualification of Mahayana automobiles and the existing factory, it will be much easier to mass-produce new cars.
From the perspective of positioning, Niu Chuang focuses on range extension and pure electric, which is the track currently chosen by the ideal car. The extended range technology has been widely recognized by the market after the ideal mounting, which proves that this technology has made a breakthrough. Stepping on the road traveled by the predecessors, Niu Chuang can be said to be standing on the shoulders of giants.
On December 15, Li Yinan, the founder of Maverick Electric Vehicle, announced the latest progress of the next car, released the car exclusive self-touring home (NIUTRON) brand, the first car named "self-touring home NV", positioning 5 large and medium-sized high-end SUVs, will be listed in the first half of 2022 and accept reservations, and start delivery in September of the same year, while providing pure electric and long-distance versions of the model.
(The first on the left is the extended range chassis, and the second left is the pure electric version chassis)
With the launch of the new brand and the acceleration of a series of actions, the cow creation born from the calf, the logic of car building has gradually become clear.
▍ Li Yinan's car-making logic
You can question the calf, but you can't question Li Yinan.
This young man with a full aura, who was regarded as his own by Ren Zhengfei, was admitted to the junior class of Huazhong University of Science and Technology at the age of 15, and became the executive vice president of Huawei at the age of 26. Since then, he has served as the chief technology officer of Baidu and the CEO of China Mobile's 12580. In 2011, he joined GSR Ventures as a partner.
GSR Venture Capital is the earliest institutional investment of outstanding startups such as Didi Chuxing, Ele.me, Yingke Live, Ofo Shared Bicycle, Qunar, Shanghai Great Wisdom and Little Red Book.
It can be said that Li Yinan controls the incubator of half of the current Internet and is the "godfather of entrepreneurship" who watches the growth of these companies. In April 2015, Li Yinan saw the opportunity and decided to personally go down and create Maverick Electric. After three years, in 2018 the Mavericks officially rang the bell to go public. However, at that time, Li Yinan was sentenced to prison for insider trading and failed to attend the bell ringing.
Li Yinan's current car building is not a whim. In the early days of The Development of Mavericks, Li Yinan has always had a "dream of building a car".
When he created Maverick, he wanted to use Tesla as a benchmark for product development positioning. However, in the face of competition from traditional manufacturers and the pressure to increase production capacity, there is still too long to go to be "Tesla".
(Yi Nan Li)
Now, the opportunity has finally arrived.
Although the calf created by Li Yinan before seems to be "interlaced" with the car, in fact, the calf and the cow have the genes of the Internet, intelligence and electrification, which have something in common with the genes of the current trend of the intelligent electric vehicle industry.
In the future, the technical threshold of two-wheeled electric vehicles is not high, the prospects are uncertain, and Li Yinan needs to find considerable development prospects for starting a business again. In fact, under today's industrial and market pattern, there are already better options than building cars.
Although The Maverick is no longer the era when Li Yinan was "in power", Li Yinan still holds 33.7% of the shares in Maverick Electric, and still "has the final say". In the future, Niuchuang and Mavericks may play a joint role, and Niuchuang can use The existing technical reserves and channel networks of Mavericks to achieve faster development.
Let's look forward to what will happen if the channel capabilities and research and development capabilities of Mavericks are empowered to Niuchuang?
First of all, the R&D capabilities of the two will be shared and exchanged. The global R&D and manufacturing base of Xiaoniu Electric Intelligent Travel is exactly the landing in Changzhou, Jiangsu Province, which is not far from Niu Innovative Energy, and it is reasonable that the two can realize the sharing of research and development capabilities.
Secondly, according to the 2021 Q3 financial report of Xiaoniu Electric, Maverick has added 320 new stores in China, and as of the end of September, the number of Maverick Electric stores in China has reached 2686.
In the future, when Niuchuang launches the first car, will it use some Maverick Electric stores for sales promotion? The answer is yes.
At present, the key point in the competition of new car-making forces is the channel ability. Ideal, Weilai, Xiaopeng desperately opened stores, but according to statistics, Tesla, Xiaopeng, Weilai, Polar Star, Ideal, WM 6 auto companies opened a total of 627 stores in the shopping center. The combined number of these 6 stores is not as good as the Maverick Electric.
According to the information previously revealed by Li Xiang, if a city has or does not have stores, the market share will be 8 times different. The calves that have sales stores in hundreds of cities in China are also worth looking forward to what role they will play in the future.
▍ Waiting for the cattle to create will be the "most volume of the market"
It is undeniable that Li Yinan is a good entrepreneur. However, the current new energy vehicle market has long been a red sea of victory.
In the past, new forces such as Weilai and Ideal occupied the minds of users, and there were traditional car companies such as Volkswagen and Ford who "deceived the small with the big". Later, there are xiaomi, Huawei and other technology giants eyeing the tiger. This market has never lacked players with heavy funds, and Xiaomi claims to have brought 100 billion cash reserves into the game to build a car.
So, what are the odds of cattle creating?
In November 2020, the General Office of the State Council issued the "New Energy Vehicle Industry Development Plan (2021-2035)", proposing that by 2025, The sales volume of new energy vehicles in China will reach about 20% of the total sales of new cars.
It is foreseeable that in the next 5 years, the new energy automobile industry in China is in an incremental outbreak period, but The total amount of automobile consumption in China has remained stable for several years. Then what Niuchuang will grab will be the stock market of traditional car companies and the incremental market of new energy car companies.
(The first left is suspected to be the ideal ONE, and the second from the left is the niuchuang trial car)
Niuchuang's advantage lies in the aforementioned Maverick Electric research and development capabilities and sales channels, and more importantly, it is the user group previously accumulated by Niu Chuang.
Maverick is a unique enterprise with fan culture in the electric vehicle industry, and it is also one of the few enterprises in the technology company to build fan operation into a corporate advantage. "Butter" is the term for the self-identity of Maverick fans.
Under the operation of fans, butter often spontaneously organizes activities and establishes butter city associations. Long-term user operation, so that Maverick users are more willing to think about the brand, Guangxi Nanning Tongcheng will even spontaneously create a "butter will song".
It is understood that nearly 90% of Maverick users will choose to repurchase Maverick electric vehicles, and the fan stickiness and brand effect can be seen. On the journey of building cars, this part of the fans will be the first supporters of Niuchuang.
Specifically in terms of vehicles, in 2019, Mahayana Motor planned an annual output of 50,000 pure electric passenger cars in Jintan District, Changzhou City, which may be the first batch of production capacity that Niuchuang can directly utilize.
Technology, channels, fans are all ready, Li Yinan personally went down to participate in the most intense "fight" this time. After a while, we may see the first mass production car of Niuchuang roll off the production line.
However, the market is rolled up again, and the winner will eventually be a good product that moves people's hearts. Whether Niuchuang has a future or not, the right to speak has actually always been in the hands of users.
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