After the end of the foundry era, where is the way out for Haima Automobile in the future? Can the big pie of hydrogen energy cars support the dream of the seahorse? Judging by the current situation, it is not enough. Haima Automobile disclosed on April 6, 2022 product production and sales data express, the monthly production volume of 2057 vehicles, down 10.53% year-on-year; the monthly sales volume of 2048 units, down 37.54% year-on-year. After the end of Xiaopeng Automobile OEM, the double decline in production and sales has become the "standard" of Haima this year.
In the first quarter, Haima Automobile sold 5730 vehicles, with an average monthly sales of less than 2000 vehicles, which was not as good as the number of monthly deliveries of Xiaopeng P7. By model, SUV is still the main sales model of Haima, with sales reaching 1658 units in March, down 29.08% year-on-year, and sales accounting for more than 80%; this year's cumulative sales of 4094 vehicles, down 27.57% year-on-year.
MPV sales in March were 390 units, down 58.55% year-on-year; cumulative sales of 1586 vehicles, an increase of 21.63% year-on-year, MPV is one of the few bright spots in Haima sales, 7X was once considered to be a model with the ability to turn the tide, but the sales base is still too small to support the entire brand. Passenger car sales are zero, and this year's cumulative sales are 50 units.
After the loss of Xiaopeng OEM, its own lack of main sales models, slow product upgrading, Haima Automobile does not seem to have found a suitable development path. And the road of automobile foundry, it is difficult to go through in the future, will be subject to many restrictions, from the feedback information of all parties, there will be an important change is that the foundry policy will change from the past single qualification requirements to double qualification requirements, that is, not only the foundry enterprises need to have production qualifications, the entrusting party must also have.
If there is a production qualification, I believe that most of the new car-making forces will choose to build their own cars. For example, the reason why Xiaopeng chose Haima OEM, Weilai chose Jianghuai, the two sides invested in the reconstruction of Haima Factory and Jianghuai Factory, and also had to pay foundry fees, in addition to production factors, they also looked at the option of their qualifications, if both sides are required to have qualifications, such cooperation will be difficult to reach an agreement.
It is believed that once the new policy is implemented, it means that the threshold for OEM car manufacturing will be greatly increased, and it will become more difficult to cut into the "curve car" in the field of car manufacturing in the OEM mode. Therefore, Haima Automobile wants to take the road of OEM again, but it is basically blocked.
In accordance with the new strategic deployment, Haima Automobile will comprehensively transform new energy vehicles and intelligent vehicles, give priority to intelligent vehicles, cooperate with electric vehicles, "die" plug-in hybrid vehicles, and deeply cultivate hydrogen energy vehicles. As the only enterprise in Hainan with passenger car and new energy vehicle production qualifications, Haima bets on hydrogen energy construction, and is planning to build a zero-carbon hydrogen energy vehicle operation project in the whole industry chain from "green electricity" to "green hydrogen" to "green travel" in the hainan free trade port.
In addition, Haima Automobile and the Beijing Institute of Aerospace Test Technology last year carried out in-depth cooperation in the field of hydrogen refueling stations, and the first hydrogen production and hydrogenation integration station in Hainan jointly developed by the two sides was completed in November 2021. According to reports, the first hydrogen refueling station built by Haima in Hainan produces 1200Nm hydrogen per day, which can meet the hydrogen supply needs of its own models.
At the same time, Haima Automobile announced in March that it signed a strategic cooperation framework agreement with Three Gorges Hainan Investment, and the two sides intend to jointly carry out the top-level planning of "carbon peaking and carbon neutrality" and jointly promote cooperation in the zero-carbon hydrogen energy industry chain.
In the face of the ferocious new energy wave, Haima Automobile still has ideals, but a company can not only look at poetry and distant places, but regardless of the immediate hesitation. The problem is that the hippocampus is now overwhelmed. Although it claims not to abandon electric and plug-in models, which decent model of Haima occupies the market? As a strategic investment, deep ploughing hydrogen energy vehicles requires a long-term layout and operating cycle, can Haima survive this period of time?
In the later working days, the seahorse appeared to be helpless. In order to smoothly carry out business and optimize the needs of asset allocation, Haima Automobile increased the capital of its wholly-owned subsidiary Haima New Energy Technology by 551 million yuan this year with some housing buildings (structures) and land use rights, and it is not known when such a blood transfusion will be able to get out of the predicament.