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Bytembo County's new special did not bet, FAW BJEV finally returned to rely on itself

Bytembo County's new special did not bet, FAW BJEV finally returned to rely on itself

Text | Haidian mo less

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Whether it is for Xu Liuping or China's FAW, the extensive casting of nets in previous years and the various "marriages" with many new car-making forces have generally failed.

To meet the new four modernizations of automobiles, China FAW still has to rely on itself

Some people are getting old, but there are always people who are young.

There are many new car-making forces that have sunk, declined or even died after the carnival, but there are still too many new forces pouring in...

There is no way, this is the law of nature, everything is new and old, evolving.

We do not approve of "heroes based on success or failure", and then make harsh judgments on the new forces that enter the market with a high profile and withdraw from the scene in a negative way, after all, the factors that determine success or failure have always been complex and multifaceted.

Bytembo County's new special did not bet, FAW BJEV finally returned to rely on itself

Byton's soul figures Dai Lei and Bi Fukang have long gone far

However, based on the ups and downs of these new brands and new car companies, latecomers can learn too much experience and lessons from them.

Xu Liuping cast a wide net, and FAW married many new forces

For example, Byton, Bojun, Xinte, Yundu, etc., which were once concentrated by China's FAW " Linxing " , were once regarded as a significant signal that Xu Liuping actively embraced the "new four modernizations" after he took the helm of FAW.

However, in just a few years, all kinds of strategic contracts and even investments in the past cannot be said to have all been adrift, but on the whole, it is indeed fragmented and chicken feathers.

Bytembo County's new special did not bet, FAW BJEV finally returned to rely on itself

Xu Liuping pursued the strategy of "casting a wide net" to unite with new forces

Letuo Automobile noted that at present, Byton Automobile has been exposed to the arrears of employee wages since August this year, and social security has also been suspended, making a large area of employees leave and leave.

Even Ding Qingfen, who was regarded as the last sticker of Byton's founding team, who served as byton's co-CEO and chief affairs officer, left in November.

At this point, the original byton core management team led by Dai Lei, Bi Fukang and other "big names" in the industry a few years ago announced that they had all left the market. A 4.0 factory has been built at Byton, and a concept car that has not been able to be mass-produced for a long time.

Of course, if it were not for the crisis in the capital chain last year, Byton's M-Byte concept car, which once attracted countless attention, has generally matured and has the potential for mass production and listing after several years of polishing.

It's just that there are no ifs in everything.

In fact, Bo County, which collapsed before Byton, also made two concept cars, iV6 and iV7.

According to a former engineer colleague of the author (who once jumped from a traditional main engine factory to Bo County), if Huang Ximing's financing is smooth and there is no "runaway", at least iV6 is close to the conditions of mass production on the road.

Bytembo County's new special did not bet, FAW BJEV finally returned to rely on itself

Practice has proved that car building is indeed a very "money-burning" entrepreneurial project, and basically "nine deaths".

After the collapse of Bo County, Byton, who once "spent money like water", also accelerated to the brink of bankruptcy and restructuring.

Byton saves or does not save, FAW rides the tiger is difficult

Looking back, in the past few years, riding on the east wind of new energy vehicle policies and markets, including Weilai, Xiaopeng, Ideal, etc., new car-making forces have sprung up like mushrooms.

But like most new things, the tide must be accompanied by a lot of "bubbles."

In the past few years, when the situation was good (macroeconomics, capital market), whether you were a roc or a bird, it didn't matter whether you were a ranger or a pigeon, as long as you had the courage to tell stories, dare to run blindfolded, all kinds of financing recruitment and horse development conferences, people were overwhelmed.

Bytembo County's new special did not bet, FAW BJEV finally returned to rely on itself

LeTV Jia Yueting's "blindfolded running" theory

Once the general environment changes and the capital market is cold, these tangible and intangible bubbles in the past will eventually be pierced one by one.

It is reported that after FAW's strategic investment and full "ownership" of Byton, Foxconn, the former "patron king" of Byton, accelerated the pace of divestment.

Especially in the past two years, the wind direction has changed suddenly, not to mention investment projects such as Byton, and even Foxconn's large number of mobile phone foundry business in the mainland has also rapidly shifted to overseas markets such as Southeast Asia.

Needless to say, behind the current Byton Automobile, in addition to the Nanjing local government and FAW, the two pillars of "it is difficult to shake off if you want to throw off", it is difficult to think of a third "white knight" who may be deeply involved.

The problem is that time has passed by Byton not only the core creation team has fallen apart, but also the things that should be taken and should not go have all gone;

Even the M-Byte concept car, which was invincible and cool in previous years, has become less eye-catching and "fragrant" in both horizontal and vertical directions.

In addition to a modern factory base that is said to be built in accordance with Industry 4.0 standards, and the production qualifications that still seem to have some "value", Byton Automobile is currently so "chicken ribs" for both China FAW and the local government of Nanjing.

Bytembo County's new special did not bet, FAW BJEV finally returned to rely on itself
Bytembo County's new special did not bet, FAW BJEV finally returned to rely on itself

Continue to throw money to save it, and may still be able to maintain its life characteristics, but whether it can "break through and survive successfully" in the next more fierce market competition, whose heart is bottomless;

Do not save it, the existing investment has been smashed, the fiasco ended the money loss is a small matter, the face is broken, and even may be saddled with the crime of "loss of state-owned assets", which is a big matter!

I have to say that at present, whether for Xu Liuping or China FAW, the extensive casting of the net in the past few years and the various "marriages" with many new car-making forces have generally failed.

Byton has been forced into a corner, how will FAW finally choose when it is life and death?

Try to guarantee or give up, the boots will most likely land completely in 2022.

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