Dao Ge said car original Text /Zhang Yue
If you want to summarize the top ten keywords for the car circle in 2021, the frequency of cross-border car manufacturing is very high. From the beginning of the year to the end of the year, one after another like dumplings jumped into the boiling water of car-making, some directly announced the next car-making, and some sent out the message that there seemed to be no car-making, whether it was a real car or a fake car, those seemingly beautiful vows made people curious about these cross-border car-making companies that made their debut.
Now anyone can build a car? Is there no threshold for building a car? Can these new carmakers who are chasing the wind outlet take off or drift away with the wind?
In this regard, the editor of "Dao Ge Said Car" sorted out the cross-border car-making enterprises in 2021, and divided the grades according to the five evaluation dimensions of corporate brand power, product competitiveness, technical hard power, financing attractiveness and brand service power.
Excellent crossovers: millet, jidu
In 2021, the biggest car-making enterprises in cross-border car-making are Xiaomi and Jidu (Baidu's intelligent car brand), and the promotion of each car-making action of these two companies will be immediately captured by major media, which also indirectly reflects everyone's expectations for them, and it is not difficult to find that they can stand out and make sense.
Behind the two companies, Lei Jun and Li Yanhong are leaders in their previous industries, Xiaomi Automobile will be headquartered in Beijing, Jidu Automobile will be headquartered in Shanghai, these two major cities are the places where China's high-end talents are gathered, laying the foundation for the reserve of car-making talent resources.
We all know that car building is a super money-burning game, and Xiaomi and Jidu's own funds are still relatively thick. Xiaomi's 2020 financial report shows revenue of 245.9 billion yuan and adjusted net profit of 13 billion yuan, while Baidu behind Jidu has a revenue of 107.1 billion yuan and a net profit of 22.5 billion yuan in 2020. As Lei Jun said: We have money and can afford to lose.
Xiaomi officially announced that the first phase of investment of 10 billion yuan, the next 10 years to invest 10 billion US dollars (about 63.75 billion yuan), Jidu side also announced that the next five years will invest 50 billion yuan, although these figures emit the sour smell of money, but at least to prove that these two companies do not have to make cars like others to build a car, just rely on themselves, the problem of funds can be properly handled.
Although cross-border, but millet and Jidu originally in the industry will also give a certain nutrients, as a successful Internet company, millet products captured a lot of young people, whether it is a huge rice noodles or excellent intelligent ecology so that millet car manufacturing is full of looks; and Baidu behind Jidu is an AI-driven technology company, its unique advantage is that the field of artificial intelligence has a world-leading technical strength, and the core competition of future automotive products will just fall on the competition of automotive autonomous driving capabilities.
Good crossovers: Niuchuang, Foxconn, Skyworth
Although the three companies of Niuchuang, Foxconn and Skyworth do not have the comprehensive strength of Xiaomi and Jidu, they still have their own highlights in cross-border car building.
"There is no competitor, no definition of consumer population, there is still a long time to go public, the use of funds, supplier information can not be said." Although Li Yinan, the founder of Niu Innovation Energy, is silent about many details of the first product from youjia NV, Li Yinan's own brilliant resume still makes people look forward to this company and its products.
He is a very popular genius teenager, the successor who was designated by Ren Zhengfei, the youngest CTO of Baidu so far, a partner of GSR Ventures and Meihua Angel Ventures, and the founder of Harbor Network and Maverick Electric. Whether he works in another family or starts his own business, he has unlimited scenery.
Foxconn's cross-border car manufacturing has a sense of money and arrogance, as the world's largest electronics professional manufacturer, under the influence of the epidemic, the revenue in 2020 reached 191.3 billion US dollars (equivalent to 1219.824 billion yuan), and in 2021, more than ten electric vehicle projects were acquired, invested and cooperated, and the layout scope was expanded from Taiwan and the mainland to Indonesia and the Middle East, and the investment field ranged from the whole vehicle to battery materials to the intelligent cockpit.
Skyworth is one of the few enterprises in many cross-border players that currently has mass production models delivered, in April 2021, "Tianmei Automobile" under Kaiwo Automobile, founded by Huang Hongsheng, founder of Original Maintenance Group, was renamed "Skyworth Automobile". Compared with those new car-making forces that start from scratch, Skyworth has a certain precipitation and family foundation in the field of car-making, and the reputation of car-making technology and Skyworth brand TV and channel resources can play a multiplier effect.
The latest data show that in the past 12 months, skyworth automobile's total global order volume was 3409 units, a new monthly high, achieving a month-on-month increase of 179.4%. Among them, the domestic order volume is 1893 units, and the diplomatic order volume is 1516 units. At present, Skyworth Automobile Experience Center has reached 158.
Passing crossovers: Light Orange Era, Didi, OPPO
Although the light orange era does not have any special advantages in terms of brand, product, technology and service at present, some of the information revealed at least shows that it still has certain conditions in terms of funds.
The light orange era, which was established in June, received angel round investment from 4 companies such as Chuangxiang Investment, Weights and Measures Capital, and Qiande Fund in September, which may be due to the founder's perennial activities in the financial circle, and the side label even bluntly said that the light orange era is not worried about funds. The other two core figures in the light orange era, Mu Lu and Tong Xiaoyu, one is a big guy in the game circle, the other is a big guy in the communication industry, and under the wave of young and networked automotive products, both of them will play a pivotal role.
It is worth mentioning that Light Orange Times has already come up with its first product at the 2021 Guangzhou Auto Show, a small crossover VC, which is expected to be delivered in the second quarter of next year.
Although Didi and OPPO are working well in their respective fields, the next car is still only a rumor, and it is temporarily put in the pass column. According to rumors, Didi's car-making project Chinese named "Da Vinci", led by vice president Yang Jun, who is the chief product officer of the previous BYD D1 model (BYD is a customized model for Didi's online ride-hailing car). Recently, some sources revealed that Didi has begun to build cars, and the first model has already issued bids and opened bids.
It is rumored that the driver of OPPO's car-making plan is chen Mingyong, founder and CEO of the group, and the automobile business unit is set in Chengdu. Regarding the construction of the car, informed sources revealed that OPPO is indeed investigating and understanding, doing some pre-research, but it has not yet officially established the project. At the level of research and execution, Wu Henggang, vice president of OPPO software engineering, has participated, and Guo Yandong, chief scientist who joined OPPO last year from Xiaopeng Motors, has also participated in the preparation of the automatic driving team, and at the same time, the relevant cockpit positions have also been opened. In addition, at the beginning of this year, OPPO also applied for many car patents.
Custom Crossover: Happy Cars
Happy Auto is a used car dealer, founded in 2015, formerly known as Renren Automobile, is a domestic high-end used car dealer group under Renren. In May 2019, Happy Auto was listed on nasdaq, becoming the second used car company in China to successfully list after Uxin.
The manufacture of Happy Cars always has a feeling of playing some "wishful thinking" in the eyes of many people. On August 6, 2021, Happy Auto announced that it will establish a new energy vehicle division and will form a new energy vehicle research and development, production and marketing team. Affected by the positive news, the US stock of Happy Auto rose by 100%.
It should be known that the previous Happy Auto stock market was quite bleak, breaking on the day of listing, and then being in a downturn for a long time. In 2020, happy auto stock price hovered around $1 for a long time, almost reaching the risk of delisting. Therefore, Happy Auto's announcement of the next car was once questioned as stimulating the rise in stock prices.
However, happy cars from second-hand cars also have their own highlights, and the layout of online and offline stores makes it have certain advantages in sales channels, and future store expansion can also save a sum of money. As for whether Happy Car intends to build a car and whether it can build a good car, it remains to be seen.
Cross-border car manufacturing is not an easy task, whether it is excellent, good, qualified or customized cross-borderers need to face the huge investment in manufacturing research and development, quality control in the production process and service system construction under user thinking.
Xiaomi founder Lei Jun once said such a sentence: Standing on the wind outlet, pigs can fly. In the midst of the tide of cars, who will be the take-off of the wind outlet?