The car market reshuffle is accelerating, these ten brands should be carefully purchased, who can survive 2022 is still uncertain?

The survival of the fittest is an inevitable law of the market, and the same is true of the automobile market. In recent years, new forces have been pouring out, and of course, some people will withdraw from the shadows. Especially by the negative impact of the general environment, the market competition is becoming more and more fierce and cruel, and the "Matthew effect" of the car market in 2022 is highlighted, and many marginal brands are very dangerous, especially brands without technology that rely only on capital are not far from elimination.

Recently, many car companies have left the market with sighs. On April 22, Foton Motor issued an announcement that the court ruled to accept the bankruptcy liquidation application of Beijing Borgward Automobile Co., Ltd., a subsidiary of the group, and the "Ashkenazi brand" that once regarded itself as "BBBA" eventually went to the end of insolvency and bankruptcy liquidation.

Coincidentally, in late April, it was revealed that Hanteng will be bankrupt and reorganized, and the first phase of Hanteng Automobile's factory may be sold to the Great Wall at a low price. In fact, the decline of Hanteng Automobile has long been a foregone conclusion, in 2020, with the bankruptcy of Iron Bull Group and Zotye Automobile, Hanteng has been exposed to multiple rounds of layoffs, factory suspension, lack of technical precipitation, thin products Hanteng Automobile has long been in name only.

Entering May, the news that The Racing Car was auctioned broke. This brand that once high-profile declared that it wanted to build a supercar, after experiencing the seizure of assets, freezing accounts, the factory was forced to shut down, and the chairman fled with money, now the brand assets will be publicly auctioned, which also means the official end of Jiangsu Sailin Automobile.

In addition to the above brands that have left the market, many car companies are also on the edge of the cliff this year. Who do you think will be the next to leave?

Cloudy Cars

In April this year, Haiyuan Composite, one of the shareholders of Yundu Automobile, issued an announcement to the outside world that it would transfer 11% of the shares held by Yundu Automobile to Zhuhai Investment. At the same time, the announcement disclosed that Yundu Automobile's revenue in 2021 was 67.7632 million yuan, with a loss of 213 million yuan; while in the first quarter of this year, Yundu Automobile's (unaudited) revenue was 6.6025 million yuan, and another loss was 55.7136 million yuan.

And the announcement also mentioned that due to the break in the capital chain, Yundu Automobile has been in a state of suspension since February 2022. Although some People related to Yundu Automobile said that the suspension of production was due to battery problems and would resume production in June. But the financial report and sales data are here.

Up to now, Yundu Automobile has only released 2 products, and sales continue to be sluggish. The then π7 failed to go public, and there was no news of the X-π concept car. Even if Junyao Group takes over Yundu Automobile now, can it solve the problem of Yundu Automobile by relying solely on the transfusion of funds from laymen who build cars? With the current domestic new energy pattern gradually becoming clear, A Guijun feels that the hope of Yundu Automobile is slim.

Aichi Cars

This year is a "year of life and death" for AIWAYS. From 2017 to the present, Aiways Has only launched one Aiways U5, but sales have always been dismal. From January to November 2021, the cumulative sales volume was only 2992 units. At the same time, AIWAYS also continues to have negative news such as arrears to suppliers, employee year-end bonuses, and executive departures.

Although at the beginning of this year, Aichi completed a new round of financing and replaced a new senior management team, but the new chairman who is better at capital operation can help Aichi out of the predicament? Judging from the market performance in the first quarter of this year, the official only announced the export volume of 1056 vehicles in the first quarter (including the number of customs clearances), while the domestic terminal retail side of Aiways Automobile only sold 112 vehicles in the first quarter, which is not a star and a half away from other leading new forces. The new car Aichi U6 has not been delivered, do you think such an Aichi has a chance to turn over?

Qoros

Qoros, which had always wanted to position itself as a high-end car, lost 6.6 billion yuan in three years, so Chery sold it. In 2017, Baoneng Group acquired a 51% stake in Qoros, a subsidiary of Chery. However, after the acquisition of Qoros, the launch of new products is still slow, and only 2 models are currently on sale. In 2021, Qoros's annual terminal retail sales were only 4723 vehicles; in the first quarter of this year, only 248 vehicles were sold cumulatively, down 90.99% year-on-year.

In April this year, the Yunnan Provincial Development and Reform Commission issued an announcement that due to the failure to start construction for two years, two investment projects, "Kunming Baoneng New Energy Automobile Parts Production Project" and "Construction of Qoros Automobile Co., Ltd. (Kunming) Branch", were removed.

Since last year, Baoneng Automobile and Qoros Automobile have also continuously broken news such as layoffs and wage arrears. In addition, many Qoros car owners have also encountered the dilemma of no door after-sales service, the local 4S shop people go to the empty building, and the manufacturer's customer service is useless. How far can such a brand go?

Polestar Polar Star Cars

Polestar Motors is a high-performance luxury electric vehicle brand jointly built by Volvo and Geely, and currently has two models, Polestar 1 and Polestar 2. At the end of April, the new Polestar 2 released a configuration upgrade and a performance package.

Although it is backed by two mountains, PoleStar Automobile has always had problems such as lack of products, chaotic positioning, narrow channels, etc., and its popularity in China is very low, and its sales volume is naturally not much better. In 2021, Polestar Automobile's annual terminal sales were 1229 units, and the cumulative sales of terminals in the first quarter of this year were 444 vehicles.

Polestar 1 was previously exposed to production, although the official claim is to focus on the pure electric market, but the main reason is the poor performance of the market, after all, this price is too expensive. Although the Pole Star 2 is close to the people, in the face of Model 3, Xiaopeng P7, Extreme Kr 001 and other models, whether it is original design, intelligent technology or mileage, its competitiveness is still insufficient.

Some people may think that such a car is destined to be niche, but if terminal sales have not gone up, why should the brand develop in the long run? What's more, the emergence and hot sales of Extreme Kr now make the Pole Star, which has no sense of existence, even more embarrassing!

Skyworth Auto/Tianmei Auto

Have you all heard of Skyworth TV, so have you heard of Skyworth Cars? Skyworth entered the passenger car field in 2017, launched the Tianmei new energy vehicle brand, and in October 2020, Tianmei Automobile's first model, Tianmei ET5, was listed, but the performance was dismal. So in March 2021, Tianmei Automobile was renamed Skyworth Automobile, and Skyworth officially entered the field of car manufacturing, but it still did not change the soup and did not change the car logo. As far as the product is concerned, there is no major improvement; the newly launched Skyworth EV6 has a range of 410-520km, and the overall competitiveness is not large.

Previously, Skyworth Automobile set a target of selling 30,000 vehicles in 2022, and even aspired to sell 500,000 vehicles in 2030. But in fact, in the first quarter of this year, the terminal sales of Tianmei Automobile were 1172 vehicles, and Skyworth Automobile was less than 5,000 vehicles, which was still far from the annual sales target of 30,000. Can Skyworth Automobile (Tianmei Automobile), which has little technical advantage and a brand that is not loud enough, complete its ambition?

Mustang cars

Mustang Motors was born in the 1980s as an independent brand, and before 2000, it also had a good market share with off-road models. But Mustang Motors does not want to forge ahead, and it is difficult to do anything by the follow-up cottage, whether it is copying Haval or copying Geely, it cannot be played.

In 2019, Reading spent 1.45 billion yuan to obtain the vehicle production qualification of Mustang Automobile, but Reading Automobile, which produces low-speed electric vehicles, is not a consortium with deep pockets, and the acquisition of Mustang Automobile is only to further layout the new energy industry chain.

In 2021, the cumulative retail sales of Mustang Automobile terminals were 4667 units; in the first quarter of 2022, sales were 706 units, down 48.88% year-on-year. At present, the only models on sale of Mustang Motors are Bojun, Speca (including new energy) and micro-card Mustang MINI card. When the SUV and MPV fields cannot be broken, mustang cars turn to the micro-card market, can it really usher in a turnaround?

ZTE Motors

Zhengdao Group previously announced that it intends to acquire no less than 51% of the equity interest of ZTE Automobile. The general manager of ZTE Automobile then responded that there was "indeed contact" with Zhengdao Group, but it was still in the initial stage of negotiation. Judging from the financial report of the Zhengdao Group, it is difficult to come up with enough money by relying on itself. ZTE Motor opened in 2017 and officially announced its second venture in April last year. Previously, the brand also experienced ups and downs, fell into operational difficulties, and was heavily indebted, and was bankrupt and reorganized in 2008.

At this stage, ZTE Automobile is basically no longer a joke in terms of passenger cars, and only 5 passenger car terminals were sold from January to March this year. In terms of pickup truck models, which it is better at, it may usher in a turnaround with the opening of the pickup truck into the city policy. In order to adapt to the environmental protection planning and market demand of the mainland, ZTE Motor is also planning to increase investment in the field of new energy. At present, ZTE Motor is cooperating with the best new energy brands in China to develop range extender hybrid pickup trucks, which are expected to be available in the first half of next year. I also hope that this brand with decades of development history can have further breakthroughs.

Kawi Cars

The main production objects of Jiangsu Kawei Automobile are actually buses, pickup trucks, special vehicles and so on. Later, the passenger new energy model Kawi W1 was launched, positioning itself as a compact SUV. But at present, all models of Kawi Cars have been discontinued. Last year, Kawi Automobile's passenger car terminal sales were only 1.

In April this year, Jiangsu Kawei Automobile Industry Group Co., Ltd. was listed as an executor by the Shunde District People's Court of Foshan City, Guangdong Province.

Seahorse Cars

Haima Automobile is also a well-established domestic car company, and has also achieved good results. But since separating from Mazda and operating independently, Haima Motors has also begun to go downhill. With the maturity of the domestic auto market, Haima Motors is still eating the old roots, lacking innovation, and the products are obviously outdated. In 2021, Haima Automobile's annual terminal sales were only 8628 vehicles, and it should be known that it once reached a peak of 210,000 units in 2016.

The main business loses money, the side business burns money, in order to make itself not delisted in the capital market, Haima Automobile can only start to "sell assets". Since 2019, Haima Motors has sold its properties and sold more than 400 houses in 2019 alone. Netizens even joked that "I thought it was a real estate company (doge)". However, its net loss in 2020 is still as high as 1.335 billion yuan.

In April this year, Haima Motor announced its 2021 revenue, saying that it achieved revenue of 1.763 billion yuan and net profit income of 112 million yuan last year. The superficial "turning loss into profit" mainly relies on OEM for Xiaopeng Automobile, plus some cumbersome side business stripping and so on. With the termination of Xiaopeng's cooperation with Haima at the end of 2021, Haima Automobile has missed a profit point. In terms of sales of its own products, Haima Automobile's terminal sales in the first quarter were only 2138 vehicles, down 9.45% year-on-year.

Although Haima Automobile is now betting on hydrogen energy vehicles, whether it is technology research and development or actual promotion, it is both a matter of burning money and taking time. As far as the current state of the hippocampus is concerned, can it really last until then?

Write at the end

Now the car circle is becoming more and more difficult to mix, watching the once beautiful or ambitious car companies fall, it is inevitable to sigh. This year, due to the impact of multiple rounds of epidemics and lack of cores, the automobile market is facing greater challenges, and everyone's life is not good. Not only the new forces, many traditional car companies not only have limited production capacity, but more fatally, the amount of terminals entering the store has dropped sharply, and it is difficult to produce or sell. Such a general environment will inevitably accelerate the process of elimination and reshuffling of the car market, and no one knows how long those car companies that are on the edge of the end can last. (The sales data mentioned in the article comes from the number of new car traffic insurance purchases)

(Text/Shen Chen; Trial/Lingyun Sentient Beings)