If you don't know how popular the "car-making movement" was in previous years, you might as well count how many new power brands in the picture below are something you can't name.
Both real estate tycoons and technology tycoons seem to have a strong interest in car-making, and the arrival of these "laymen" has injected fresh vitality into the auto market, but it has also triggered a series of chaos. The advantage of the OEM model is that it can use idle capacity, greatly reduce costs and improve input efficiency, but the consequences of failure are borne by investors and consumers.
What happened from the initial encouragement of OEM to the raising of the threshold for new forces to build cars to the 180° turn of the policy to further raise the threshold for car building?
What is a production qualification?
It is rumored that the Ministry of Industry and Information Technology may issue new regulations on the production and manufacture of motor vehicles, which mainly increase the binding force on the entrusting party in the OEM production of car companies, and the new regulations stipulate that the entrusting party seeking OEM also needs to provide production qualifications. The Ministry of Industry and Information Technology has now begun to discuss the rationality of the new regulations.
Before the emergence of "production qualifications", car companies that want to withdraw from new cars must first apply to the relevant agencies and approve licenses before allowing production, so private car companies at that time can only be attached to state-owned enterprises. Until the release of the "Announcement of Vehicle Manufacturers and Products" in 2001, the production qualification made the private car companies justify their names, thus promoting the blossoming of their own brands in the next 20 years.
What is the meaning of "OEM double qualification"?
The core of production qualification lies in production, with the influx of "new forces", a new wave of car manufacturing has made all this change, but some new forces do not even have their own factories, what about qualifications? Therefore, a large number of new forces that have neither a production base nor a production qualification have entrusted new cars to traditional car companies with production qualifications for OEM production.
In the current new force first-line brand "Xiao Wei Li", Xiao Peng and Ideal have both had OEM experience, Xiao Peng was once oem by Haima Automobile, and WeiLai was foundry by Jianghuai. The ideal is to acquire 100% of the equity of Lifan Automobile for 650 million yuan, thus obtaining the passenger car production qualification. However, the 650 million yuan here does not include production equipment, so the cost of investment and time are higher than those of Weilai and Xiaopeng, which adopted the OEM model in the same period.
After several years of fierce confrontation, some new forces that were once considered to have great potential have also begun to leave. Byton Automobile smashed 8.4 billion yuan in 3 years but did not create a mass production car; Sai Lin hung a golden signboard and spent 6 billion yuan to create an "old age step"; the future car was identified as the light of domestic sports cars in the early days, but now it is silent relics...
Therefore, the strict increase in the threshold of car manufacturing by foundry is not to pour cold water on the automotive industry, but to be responsible for investors and consumers. The implementation of the oem double qualification makes the car manufacturing no longer a flash in the pan, and the "layman" relies on the road of throwing money and PPT is no longer feasible, and if you want to build a car, you have to rely on real skills.
How many joys and sorrows?
Several new power brands that entered the field of car manufacturing in the early days have begun to see the scale, Xiaopeng Automobile now has 4 major production bases, with a production capacity of more than 100,000 units, and ideal also took over the Shunyi factory of Beijing Hyundai, and obtained production qualifications in the early stage, so naturally sit back and relax.
Therefore, in the face of the OEM double qualification policy, such as group cars, box cars, Niuchuang cars and other "Mengxin" who have just entered the new force of car manufacturing in 2021, they will have to worry.
Production qualification has become the new "car-making ticket". Judging from the current situation of the relevant departments approving production qualifications and issuing licenses, it is obvious that they are becoming more cautious and strict. Then the acquisition may become the only feasible model that can achieve the landing of production. But this also means that these new brands need to spend a lot of money and time.
In general, the early encouragement of the OEM model is to further enrich the product sequence of the new energy vehicle market and promote the development of independent brand new energy. At this stage, the dual qualification policy raises the threshold for car manufacturing to strengthen product manufacturing standards, helps consumers eliminate inferior products from the source, and guides the benign development of the automobile market.
After the implementation of the dual qualification policy, the competition of new energy vehicles will enter the next round of elimination. Which brand are you more optimistic about? Feel free to leave your opinion in the comments section!