The new force of building a car marries a traditional car company? Complementary marriage is favored by the industry.

Pigs can fly at the tuyere. But after those vents, the ones that should land still land one after another.

How to survive today when the growth rate of the automobile market is declining year after year and the epidemic situation is getting worse and worse is not only a new force to build cars, but also an urgent problem for traditional automobile enterprises.

In 20 19, the sales volume of narrow sense passenger cars in China was 20,697,600, down 7.4% year-on-year, and the growth rate was negative for two consecutive years. Although compared with the year-on-year decline of 20 18-7.7%, the negative growth of 20 19 is slightly narrowed; However, the outbreak in the first year immediately reversed this and knocked down the dust. According to the data of the Federation, in June 2020, 5438+ 10, the narrow sense passenger cars 140. 1500 were completed, down 32.5% from the previous month and 28.8% from the same period last year.

Some people think that the epidemic situation in 1 month basically did not affect the automobile market, because Wuhan 1 month was closed on 23rd, that is, on New Year's Eve, all the people who should buy a car had already bought it. What should really be affected is that in February, the auto market is bound to have a terrible data. The Federation's data confirmed this, and the retail volume in the first half of February decreased by 92% year-on-year.

Although there may be retaliatory growth after the epidemic, many people are not optimistic about the auto market in 2020. Because the epidemic affected at least February, March and April. A year and three months have passed.

Unless there are relevant policies to follow up, the auto market is very bleak. But so far, we haven't seen any vigorous policies to promote automobile enterprises to increase production and increase efficiency.

The house leaks when it rains all night! 2020 is the year of crisis in the automobile industry, and naturally it is also the year of reshuffle.

Although danger is organic, it always comes first. The new forces originally wanted to build cars in 2020. In 2020, traditional cars want to occupy some new energy sources in addition to maintaining their own share. Everything doesn't look so good now, and there is quite a sense of sight when a pot of cold water is poured on the face.

According to the timetable, this year should be a crucial year for the head enterprises to focus on innovation and the second echelon to deliver mass production. Weilai's smart coupe SUV? EC6 was originally planned to be listed in September this year, and Tucki's first car, P7, should also be officially listed at this year's Beijing Auto Show and delivered in the first half of this year. Weimar will release two new models this year: a car (Weimar 7 Series) and an SUV based on the EVOLVE concept car.

In 2020, Weilai Automobile delivered 1.598 vehicles, down by 12% year-on-year, but in fact, its average daily delivery of 1 month increased by 22% year-on-year, reaching 100 vehicles; Xpeng Motors sold 65,438+0,073 vehicles, up 79% year-on-year; Nezha delivered 1025 vehicles, a year-on-year increase of 262%; Weimar performed slightly worse, but the delivery volume also reached 808 vehicles.

Some people may say that this output is nothing compared with the monthly sales of tens of thousands of traditional enterprises. However, considering the general environment of new energy passenger cars (the wholesale sales volume decreased by 565,438+0.3% year-on-year and 67% quarter-on-quarter), it is commendable that the new power head enterprises have achieved such results. However, this income is a timely rain for its huge investment, not to mention Mao Jiu. For example, Weilai, since the brand was established four years ago, Weilai Automobile has accumulated losses of 22.5 billion yuan, the latest 20 19? In Q3 fiscal quarter, Weilai's net loss also reached 2.5 billion yuan. Other new forces are still struggling in the darkness before mass production and can't see the light.

For traditional enterprises, independent brands started late and have been under the siege of joint venture brands. In good years, you can still have plenty of food and clothing. Once there are signs of trouble, we are a little sad. In recent years, mainstream independent brands are looking for brand breakthroughs. But because it entered the market from the low end at the beginning, cheap hats have been worn on the head. Many brands have paid a lot of money for progress, but few have succeeded. The product may be good, but its marketing means are like dancing elephants, clumsy and helpless.

The head enterprises of the new forces, such as Weilai, FF and Tesla, have done a good job at the high end and even the products have not come out. The name of high-end brand has been established in people's minds. You must admit that the new force of making cars represents a new kind of human beings, who have a clear understanding of market preferences and skilled marketing skills.

In addition, as far as car building itself is concerned, it is a very rigorous industry, which is labor-intensive, capital-intensive and technology-intensive. The new forces have always been shortcomings in hands-on, which makes traditional car companies feel very good. In the eyes of the new forces, it is a mountain that is difficult to climb: for example, mass production has become the death hole for the new forces to build cars. In the eyes of traditional enterprises, you can't even mass-produce. Are you still a car manufacturer?

Therefore, from the perspective of brand and actual production process, the two are exactly complementary. One party can produce but can't play the brand, and the other party can play the brand but is stuck in production. What is this? Is there such a couple who are so complementary that they can't get married?

In addition, the current joint venture company desperately occupies the new energy market, relying on brand and strength, which is the catalyst for the combination of independent brands and new forces.

A few days ago, the Ministry of Industry and Information Technology issued the "Decision on Revision (Draft for Comment)", and the entry threshold was relaxed. The core content was to consider separating R&D from production of new energy enterprises.

The "marriage" between new forces and traditional car companies seems to have another policy support.

This kind of thing has been happening for two years. Although it is not a marriage, it is just a different starting point. Although "Geely's shareholding in Weilai" was denied by Li Bin, there is no smoke without fire, and the more it is denied, the more confidential it is; In addition, FAW Group participated in the B-round financing of Baiteng with US$ 265 million from 2065438 to June 2008. In the C round of financing completed by Baiteng in September of the following year, FAW Group also appeared. Now all parties are waiting for and evaluating the actual effect after the mass production of Baiteng. As for Weilai, it has been contracted by Jianghuai. Recently, it was reported that Weilai headquarters had settled in Hefei, which made people more imaginative: closer to Jianghuai!

Some experts believe that the contribution of the new forces to the automobile industry lies in the change of service model, marketing model and even product thinking. These softwares are exactly what traditional enterprises lack and urgently need.

At present, government departments are ready to give the green light. I hope that our traditional enterprises and new car-making forces can also calm down and look at each other's advantages and make it a good thing as soon as possible. Then they will get an "opportunity" in this crisis!

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.