Welcome to the "Big Eye Observation" column. This column will bring together interesting and informative hot content in the industry, and everyone is welcome to watch it every week.
Recently, the originally unknown tuanche network was sprayed on the hot search by the ideal CEO Li Xiang because it announced that it was going to build a car. Li wanted to say that "most entrepreneurs who want to find a savior are liars."
In recent years, car building has become something that manufacturers of all sizes are very happy to do. Not only the group car network, such as millet, Baidu, Ali and other big manufacturers have also entered the game, which can not help but make people think, car manufacturing is so profitable, why it seems that all companies have to build cars?
01 At this stage, car manufacturing does not make money at all, and even the three major new car-making forces are losing money
Now so many new energy domestic car manufacturers, to say that the sale is very good or Weilai, ideal, Xiaopeng, November 2021 sales have exceeded 10,000. But even if the sales exceed 10,000, it still does not make money!
New forces in car-making
Every time Weilai, Ideal, and Xiaopeng send out the propaganda financial report poster, it is only a good news and not a worry, so that everyone feels that the future of the new energy car industry is infinitely good and very profitable. When releasing the financial report, it only talks about how many hundreds of millions of yuan in revenue, how much cash reserves there are, and how much gross profit margin there is, but it is not about how much money is made and how much money is lost.
I don't publish it myself, but someone will analyze it. Some insiders analyzed the financial report of the new car-making forces in Q3 of 2021, and Weilai lost 835 million yuan in the third quarter, Xiaopeng lost 1.59 billion yuan, and the ideal loss was 21.5 million yuan. Was it a surprise?
Therefore, as far as the current situation is concerned, new energy vehicles cannot "make blood independently". Since it is not profitable, why are so many manufacturers entering the market one after another?
02 It is essential to burn money in the early stage, and revenue is not a problem after running out
On the car, Baidu, Xiaomi and other Internet companies are certainly not as good as traditional car companies, but on the study of computers, traditional car companies can not play these technology companies, so now many traditional car companies have also become the "foundry" of Internet car companies.
And with the advent of the 5G era, the Internet of Everything has become more and more common, and Internet companies also want to seize the intelligent scene of the car and create a new Internet of Everything ecology.
Just like WeChat, there is no revenue in the early stage, and as a result, after the scale of users rises, advertising, e-commerce and other monetization models are all arranged. At this stage, the new car industry is also like this, if it does not work, it will occupy a pit first, and it cannot be left behind in this intelligent wave, in case it finally runs out. And after running out, this net profit is not a problem.
03 The growth of Internet users has slowed down, and new energy vehicles or new breakthroughs have been made
In addition to external reasons, Internet companies are currently experiencing many problems. Internet users have almost reached a growth bottleneck, and many technology companies are looking for new breakthroughs.
As a newly emerging track, the new energy vehicle track is favored by Internet technology companies because its capacity is large enough, the track is wide enough, and it is tilted by national policies.
Energy conservation and emission reduction policies have gradually been implemented, and more and more electric vehicles can be seen in various cities, and now the license plates that are shaken out in Beijing are electric vehicles. The country wants to reach the peak of carbon in 2030, after which carbon dioxide emissions will not increase, so there is also policy support for new energy enterprises. Many companies also see this vane and have developed their own new energy vehicles.
Overall, many new energy car manufacturers value long-term interests and need to invest a lot of money in the early stage. But when the market is hot, there is no shortage of companies that come to circle money. Whether it is real research and development or fake circle money, it also needs to be verified by the market and consumers.
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