OEM, self-production or joint venture, which is more fragrant? Choose quickly!

According to the survey data, Guangdong Fudi Automobile Co., Ltd. changed its equity on March 19. The shareholder is changed to Zhaoqing New Energy Investment Co., Ltd., the legal representative is changed to Henry, co-founder and president of Xpeng Motors, and the chairman and CEO of Xpeng Motors is the actual controller of Guangdong Fudi Automobile Co., Ltd., with a shareholding ratio of 25.26%. Through this acquisition, Tucki obtained the automobile production qualification. In fact, OEM, self-production, and even joint ventures are all entangled in the new forces of making cars. Especially this year, the market prospect is becoming more and more uncertain, and it is more critical to choose which model to continue.

Tucki's "bargain-hunting" succeeded.

For the new forces making cars, OEM and acquisition are obviously the fastest ways to achieve mass production.

As the market goes down, some traditional car companies have more or less overcapacity. Therefore, "OEM" has become a link between traditional car companies and new forces that build cars. ? One party has the qualification to build a car and excess capacity, while the other party can't afford to build a factory and has no qualification to build a car. It seems that the common efforts are love like oxygen, such as Weilai and Jianghuai, Tucki and Haima, Lv Chi and Changan Suzuki, Chinese Express and Dongfeng Da Yue Kia, Xinte and FAW, E Cafe and Southeast.

OEM is a mature business model, but the new car-making forces can only seek the cooperation of those tepid or even marginalized car companies. Mainstream car companies are dismissive of that OEM fee and have their own new energy layout, so they have no time to take care of it. Then the problem is coming. The sales of their own products of these OEM car companies are not large. The reason is closely related to their production technology, quality control and quality reputation, which makes it more difficult for new forces to control production cost, product quality and delivery date.

Due to various uncontrollable factors in OEM, some new car-making forces choose to buy "shell resources" to obtain production qualifications. Baiteng 800 million bought Tianjin FAW, Chehejia 650 million bought chongqing lifan, and Tucki bought Foday.

Compared with hundreds of millions of acquisition cases, Xpeng Motors only spent 6.5438+0.6 million yuan, which can be described as "bargain hunting" success. But with Foday's current factory and production line conditions, it is obviously impossible to produce new energy vehicles. Previously, Tucki had set up his own factory in Zhaoqing, Guangdong, and now he has obtained the production qualification. It is logical for the new factory to produce Tucki P7, and the cost, production capacity and quality control will be greatly improved.

Xpeng Motors is happy to get the production qualification, but it is not good news for Haima. The data shows that in the first two months of this year, Haima Automobile only produced 630 vehicles, all of which were manufactured by Tucki G3 OEM, which distressed Haima for three seconds.

The threshold for obtaining a "birth permit" has been lowered.

The "birth certificate" has always been a knot in the hearts of the new forces that build cars. In February of this year 10, the Ministry of Industry and Information Technology decided to revise Order No.39 issued in February of 20 17-"Regulations on the Administration of New Energy Vehicle Manufacturers and Products Access", and the draft for comments was immediately published in official website, which may point out a new direction for the new forces in car manufacturing.

Judging from the exposure draft, the most significant change is to delete most of the core contents of the important "design and development capability" in the third paragraph of Article 5 of the original regulations, and modify it to "have the necessary technical support capability, production capability, product consistency assurance capability, after-sales service and product safety assurance capability". Therefore, the "design and development capability" in Annex 2 "Requirements for Enterprise Access Examination of Enterprise Groups" is revised to "technical support capability", and the relevant contents are revised accordingly.

In other words, as the most forward-looking product design and development capability of automobile enterprises, it is no longer the core index for auditing automobile enterprises. This means that the competent authorities no longer interfere with the source of products manufactured by car companies, which gives a green light for car companies to enjoy R&D resources and effectively reduces the entry threshold for car companies.

At the same time, the Ministry of Industry and Information Technology did not mention the market access of new energy vehicles-the scale of production and sales regulations, which was different from the qualification access of new pure electric passenger cars and the investment management regulations of the automobile industry previously announced by the National Development and Reform Commission.

Undoubtedly, the solicitation of opinions by the Ministry of Industry and Information Technology means "separation of R&D from manufacturing", which is a kind of release and decentralization, and is likely to promote the integration of traditional mainstream automobile enterprises and new forces, and even promote the integration between new forces.

There are already "visionaries" taking action. The first one is that FAW participated in the B-round financing of Baiteng Automobile, which opened a precedent for the whole vehicle enterprises to directly invest in the new forces of building cars. The investment agreement also indicated that the two sides will carry out in-depth cooperation in product research and development, production, sales and service in the future.

Then, GAC set up joint ventures with Weilai, Bojun Automobile and FAW Li Xia, all for the purpose of more cooperation, production, sales and service in R&D..

In the face of the transformation of the "new four modernizations", traditional car companies have to unite with each other, not to mention building new forces, and financing is becoming more and more difficult. Joint venture is the way to spend the cold winter without losing yourself. Of course, whether you can embark on this road or not depends on your own value.

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At present, the government has a tendency to support and guide the consumption of new energy vehicles in the measures to stabilize automobile consumption, and the demand trend of consumers for intelligent vehicles is irreversible. Electrification is the basis for better realization of intelligence. However, the big environment has accelerated the elimination of new car-making forces. Since last year, many new automobile manufacturing companies have defaulted on employees' wages or suppliers' payments. Most of them rely on financing to continue their lives and are dying. There may be a large-scale bankruptcy tide this year. Whether it is OEM, self-production or joint venture, the new car-making forces must choose a business model that suits their "physique", expand their scale as soon as possible, and deliver them in mass production. This is a "run" game.

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