Previously, the driver mentioned in the video "Is the failure of traditional cars to make cars because they did not face users?", in view of the shutdown of Gaohe, Li Xiang of Li Auto said that "the state should suggest and guide the merger and acquisition system of automobile companies, including qualification-related issues".
At the same time, Zhang Jian, the founder of Emma Technology, together with Geely Automobile Group, Bao Wenguang, the founder of Zhidou Automobile, as well as GSR United Venture Capital, Three Gorges Capital, Shenzhen Yuanzhifuhai, etc., jointly promoted the strategic restructuring of Zhidou Automobile.
This means that Emma, a company that originally made two-wheeled electric vehicles, has also begun to get involved in the four-wheeled electric vehicle business. Remember the driver in the video "Apple disbands the car-making team, is it so difficult to build a car?", Yadea is not reported to be dismantling Lamborghini, and it is suspected that it also wants to build four-wheeled electric vehicles across borders.
In addition, Zhidou previously focused on the mini car market, which is commonly known as the regular version of "Old Man Le", but due to the decline of the national subsidy for new energy vehicles in 2018, the sales of Zhidou cars fell sharply, with annual sales of only 15,300 units, a year-on-year plunge of 63.9%, and in 2019, not a single car could be sold.
It is important to know that this year, the national subsidy policy for new energy is more stringent, and the threshold for the driving range of pure electric passenger vehicles has been raised: not less than 200km, and the mass energy density of the power battery system is not less than 125Wh/kg. And Zhidou is still facing strong competitors such as Wuling Hongguang MINI EV, Changan Lumin, Geely Panda, Chery QQ Ice Cream, etc., and it seems that it is a little difficult to understand the significance of Emma and Geely's restructuring of Zhidou.
But from another point of view, it may be possible to try to understand a thing or two. First, the current pure electric passenger car driving mileage is less than 200km, mainly A00 class vehicles, accounting for 39% of the sales of A00 class electric vehicles in 2023, that is to say, these 39% of A00 class cars have upgrade needs, this market is quite large.
The second is that for Emma, Emma can reach into the four-wheeled vehicle track through Zhidou Automobile, and undertake the needs of Emma users for consumption upgrading through Zhidou products. For Geely, the resurrected Zhidou Automobile can have the blessing of more than 30,000 channels of Emma across the country, and can quickly expand its sales layout, and at the same time, Zhidou Automobile has established sales channels in Europe more than 10 years ago and exported to more than 30 countries, with rich experience in going overseas, which is also Geely's favor.
Third, automobile manufacturing enterprises are generally the "heart" of the local government, after all, they are large taxpayers, so from the perspective of business and government relations, revitalizing Zhidou Automobile, Emma and Geely can achieve a win-win situation with the Lanzhou government. The production base of Zhidou Automobile is located in Lanzhou, standing in the position of the local government, it is inevitable that the production capacity of Zhidou Automobile will be idle, at this time Emma and Geely revitalized Zhidou Automobile to bring employment and tax revenue to the local area, and the Lanzhou government is happy to see it, and Emma and Geely will definitely be able to get the support of the government in Dali.
In the end, do you think Emma and Geely will join forces to revitalize Zhidou Auto?