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[Auto man ◆ Zhao Ying column] It is impossible to build a car without money

[Auto man ◆ Zhao Ying column] It is impossible to build a car without money

Even if there is a ready-made team and ready-made products, it is difficult to succeed only by "buying, buying and buying", let alone without money. Xu Qian's richest man is an example.

[Auto man ◆ Zhao Ying column] It is impossible to build a car without money

Author 丨 Zhao Ying

Edited 丨tian grass

Produced 丨 Automan Media

Since entering the automotive industry, there have been many interesting things, pleasures, thrillers and even absurdities in the automotive industry, and there are many interesting people and interesting words, and some things test people's intelligence. This is one of the reasons why the author insists on focusing on the automotive industry.

In 2021, I published an article titled "Automotive Industry – The Waterloo of China's Rich? It is pointed out that it is impossible to enter the automobile industry without money, and it is impossible to rely on money alone. It didn't take long for Xu Qian's richest man to be in trouble. Seeing the news today, Cinda Asset Management Company entered Evergrande, obviously not to send the Spring Couplet.

The Spring Festival is approaching, and interesting things have happened again. Wen Wei, CEO of Tuanche Network, claimed to build a car, which was denounced as unreliable, which led to controversy. How should we take the behavior of tuanche network car manufacturing (or claiming to build cars) seriously?

[Auto man ◆ Zhao Ying column] It is impossible to build a car without money

The author believes that it may be better to look at it at three levels.

First of all, does tuanche network have the right to claim to build cars? Apparently there is.

The courier called the door, and it was a lady who opened the door to receive the goods, and the courier was stunned, because the consignee on the mail was "Sun Dasheng". After confirmation, the goods were delivered.

What the author means by telling this story is that saying something to find pleasure is within the scope of free speech, and it will not be criticized.

The author has entered the age of ancient rarity, and I have heard more bold remarks. For example, in the 1980s, a senior aviation official said, "What's so great about building a car is that the plane cut off two wings and added two sofas!" "This arrogance, no one can compare today, right?" Therefore, there is nothing wrong with talking about your ideal of building a car before the festival.

Secondly, from the history of the development of new energy vehicles, it is also reasonable to claim to build cars.

Before there was a successful case of "Wei Xiaoli", and then there was Jia Mouting, who is still in the United States (not far away from the United States to build cars so far, and actually listed in the United States), the field of new energy vehicles has enough charm. Although it is too late, it is difficult for anyone to determine when they will not be able to enter. In 2021, China's new energy vehicle market situation is very good. Others can enter, why can't the group car network enter?

Third, whether the group car network can really survive in the fierce competition in the field of new energy vehicles is a big problem.

Founded in 2010, Tuanche.com is an auto trading and service platform. In November 2018, Tuanche.com was listed on the NASDAQ, claiming to be the first new retail stock of automobiles listed in the United States in China.

[Auto man ◆ Zhao Ying column] It is impossible to build a car without money

According to the financial report data of Tuanche Network, the company's cumulative loss since 2016 has exceeded 700 million yuan. In the third quarter of 2021, the total assets of Tuanche.com were only 396 million yuan (including 115 million yuan of goodwill assets), and the total deposits were 134 million yuan.

Judging from the business content and strength of Tuanche.com, it is an Internet company that tries to return to China from overseas to develop, but its strength is indeed weak.

In China's new energy vehicle market in 2022, not only the first-line enterprise "Wei Xiaoli", the "new force" of car manufacturing, has entered the stage of annual output of 100,000 vehicles, the second-line "new forces" you chase me, and the traditional automobile companies are even more eyeing the tiger. In 2021, China's new energy vehicle production ranks in the top few, and it is precisely the traditional automobile companies that enter the Chinese new energy vehicle market, and the threshold for entering China's new energy vehicle market has been greatly improved.

Therefore, at this time, if you are serious about expressing your ideal of building a car, the strength to take it out should make people shine.

When new energy vehicles enter the current stage of development, ticket prices have been greatly increased; after several years of beating and tempering, the "new forces" of car manufacturing have a deep understanding of car manufacturing; the public's understanding of new energy vehicles is also much more mature. Now claiming to build a car, the public and the media have to look at the real guys.

A few years ago, there was a car-making fever, there were many PPT car-making, and some of them also got money, but now it basically disappears. The central government's access to new energy vehicles is stricter than before; local governments are no longer rabbits and eagles. China's new energy vehicle market is no longer in the situation of "too much money and stupid people". PPT car building is a bit difficult, the team is not very good to bring.

[Auto man ◆ Zhao Ying column] It is impossible to build a car without money

Judging from the information released by Wen Wei, it is said that he was prepared.

First, the foreign team of more than 100 people, with more than 20 years of experience in car manufacturing, can undertake all new energy vehicle-related projects such as chassis, "three electricity" and design (it is said that pure electric is preferred, but this god team has done solar energy and hydrogen energy).

Second, the foreign team came with semi-finished products, and the company can use mature solutions to quickly build cars, and open pre-sales in the third quarter of 2022 at the shortest.

Third, the Chinese market has great potential, and the next two years or the final window period.

With all due respect, these "strengths" are really not enough to see.

Can a team of 100 people undertake so many projects? Even with semi-finished products (it is really difficult to understand), a complete vehicle from research and development to commissioning, and then after trial production, small-scale mass production, large-scale marketing, "open pre-sale in the third quarter of 2022" is a joke, right?

The last point is more reliable, but these two years will be the accelerated development period of new energy vehicles, when even if the car really comes out, how much soup is waiting for the group car network to drink?

[Auto man ◆ Zhao Ying column] It is impossible to build a car without money

At this point, we must also look at the "big god" who insisted on building cars in the United States. Compared with the group car network, the "big god" seems to be more reliable: the same relies on a team, but the number of teams seems to be more; the same is to build a sample car first, but its sample car has existed as a "new species" for several years; the same is listed in the United States, relying on new energy vehicles to fool Americans' money.

Speaking of this, the author suddenly thought that the group car network to build cars, is it expected that the stock price of the US stock market will take off? Stock prices take off, you can make money, get money and then develop cars. However, the muddy water companies in the US stock market must be known to the relevant people.

Finally, the author would like to say: it is impossible to enter the automobile industry by money alone, and it is impossible to enter the automobile industry without money (strength). Maybe the clever genius can always make some surprises, but the probability of success is less than 1%.

The Spring Festival is approaching, and I wish you all readers a happy New Year and a happy family.

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