â– According to relevant national plans, by 2020, the production and sales of new energy vehicles will reach 5 million. The huge new energy car market cake has attracted Internet manufacturers to join in.
â– LeTV's total investment in mass production will need at least 40 billion to 50 billion yuan.
■In 2015, the National Development and Reform Commission and the Ministry of Industry and Information Technology jointly issued the “Regulations on the Management of New Pure Electric Passenger Vehicle Enterprises†to bring opportunities for Internet car manufacturers to land.
Electronic enthusiasts eight o'clock in the morning: In the context of electrification and networking, new energy vehicles are becoming the next enthusiasm for Internet companies. In recent years, LeTV, Weilai Auto, Xiaopeng Automobile and other companies with Internet-based car thinking have entered the field of car-making that was previously controlled by traditional car companies, and entered the field of new energy vehicles through capital injection. Some Internet car manufacturers have already made the prototypes go "PPT" to become a reality, but they lack the experience of building cars, how to achieve profitability and when the qualification of building cars will fall, it will still become a road to the Internet car manufacturers. .
New forces in the carIn the face of the outbreak of domestic new energy vehicle sales, traditional car companies have made efforts in this field, and Internet companies are also eager to try. According to data from the China Association of Automobile Manufacturers, the production and sales volume of new energy vehicles in China last year was 517,000 and 507,000, respectively, up 51.7% and 53% year-on-year. According to relevant national plans, by 2020, the production and sales of new energy vehicles will reach 5 million. The huge new energy car market cake has attracted Internet manufacturers to join in.
For Internet companies that were previously known as "PPT", in recent years, new energy vehicles have been launched to make the car vision a reality. In January of this year, at the North American Consumer Electronics Show, the FF91 built by LeTV was finally unveiled as a test car. According to the news released by LeTV, the acceleration of the FF91 production car will soon be faster than Tesla, Bentley and Ferrari, becoming the fastest electric car in the world. The car has a powerful power of 1,050 horsepower, a drag coefficient of 0.25, and an acceleration of only 2.39 seconds from zero to 100 kilometers. At the same time, the total capacity of the FF91 battery pack exceeds 130 kW / hr, and the driving range exceeds 700 kilometers. In addition, the car will be the world's first intelligent lifting 3D laser radar production car, will achieve Level 4 automatic driving key technology. There are more than 30 sensors including camera, radar and ultrasonic on the FF91.
At the same time, another Internet car company, Wei Lai Automobile, previously released the electric super-run EP9. The car has 4 high-performance motors and 4 independent gearboxes. The maximum output is 1360 hp. The maximum torque of a single wheel is up to 1480 Nm, the acceleration time of 0-200 km/h is only 7.1 seconds, and the top speed is 313 km. At this year's Shanghai Auto Show, Wei Lai Automobile released the first electric SUV model, the ES8, with a cruising range of 300 kilometers. The Internet-made new singularity car also turned its attention to the electric SUV market to launch the first model IS6, and introduced many Internet functions into the car. In addition, new vehicles such as Yundu Auto, Weimar Automobile, Taihang, Zhengdao, and Xiaopeng Automobile also produced prototypes to follow the pace of the Internet.
In response to the fact that Internet companies are involved in the field of building cars, the industry generally believes that the electrification and intelligentization of automobiles has become a trend in the future. Internet companies have begun to cross-industry and personnel in terms of personnel and capital in consideration of new fields of betting and expansion of their own businesses. They also began to lay out and invest in different Internet car companies.
Influx of fundsRegardless of traditional car companies or Internet car manufacturers, car manufacturing is undoubtedly a heavy asset industry. Compared with traditional car companies that have built a car system, Internet companies that have no previous car experience need funds as the basis. While seeing the future prospects of the new energy vehicle market, many funds have begun to flood into the field of Internet vehicles.
Le Yue, who has been working hard in the field of building cars, and Jia Yueting, who will soon become the chairman of LeTV Automotive Ecology and the chairman of Faraday Future, have revealed that the LeTV auto project has invested more than 15.6 billion yuan. It is reported that Jia Yueting’s personal investment reached 350 million US dollars. In the future, LeTV will need at least 40 billion to 50 billion yuan to achieve total production. At the same time, Weilai Automobile has also been sought after by many capitals. From the beginning of its establishment, Wei Lai was funded by Tencent, Jingdong founder Liu Qiangdong (microblogging), car home founder Li Xiang, Sequoia Capital, Gaochun Capital and Shunwei Capital. As of now, Weilai Auto financing has exceeded $1 billion. The financing of Weimar Automobile has also exceeded $1 billion.
Compared with LeTV and Weilai Automobile, the parent company of Singular Auto, Zhiyou Youxing, has completed a total of about 700 million US dollars of financing, and the nickname capital and the Tongling Municipal Government of Anhui Province are all involved. The point car will be built in Tongling, with an annual production capacity of 200,000 units.
In addition, the parent company of Shenzhou Car Rental, Shenzhou Special Vehicle, etc., which is well-known in the field of mobile travel, has recently established the UCAR Industrial Fund and announced the first investment. The Internet car company Xiaopeng Automobile won its lead. 2.2 billion yuan strategic investment. Li Hui, chairman and managing partner of UCAR Industry Fund, said: "Because of the Internet technology revolution and the automotive technology revolution, the entire automobile consumption model and the automobile ecosystem are facing reshaping. The UCAR industry fund will focus on new energy vehicles and upstream and downstream. Invest in innovative projects in the supporting industries, smart driving and vehicle networking technologies."
Funds and qualificationsEnterprises have taken out the sample cars and the pursuit of capital, making the Internet a good prospect for car construction, but the sustainability of funds and the landing of the qualifications of car ownership are still the hurdles that Internet car manufacturers are eager to take.
LeTV, which has been increasing its investment, is currently being tested by funds. Although he has invested more than 10 billion yuan, Jia Yueting has said that "as long as you invest another 10 billion yuan to achieve mass production," the industry's estimate of 40 billion to 50 billion yuan is not groundless. At present, the Faraday Future factory, which is being established in the United States, is considered to be the first step in the mass production of LeTV. However, it is reported that the factory has been in a dilemma due to financial problems. LeTV's production base in Moganshan has a planned area of ​​4,300 mu and a total investment of 20 billion yuan. It also requires continuous funding support.
In fact, for Internet car companies, even if they can continue to invest in funds, the lack of production qualifications has become a "hard injury" in the process of building a car.
In order to promote the development of the new energy vehicle industry, in 2015, the National Development and Reform Commission and the Ministry of Industry and Information Technology jointly issued the “Regulations on the Management of New Pure Electric Passenger Vehicle Enterprises†to bring opportunities for Internet car manufacturers to land.
At present, 14 companies including Beiqi New Energy, Chery New Energy, Jiangling New Energy, Yundu Automobile, Guoneng New Energy, and Future Vehicles have obtained new energy vehicle production qualifications. Among them, Beiqi New Energy and Chery New Energy are the new energy vehicle business split by traditional car companies, with the background of traditional car enterprises; the future car is derived from the industrial chain such as auto parts suppliers, and the Internet car manufacturers have not yet One of them got the production qualification and is still in the application status.
At present, among the Internet car manufacturers, many independent factories of car companies have just started construction or are under construction, and they can only rely on the way of finding traditional car companies to start production. The industry believes that the current qualification of new energy vehicle production has not yet deviated from the automotive industry ecosystem, capital strength, production scale and product maturity, is an important criterion to consider whether a company has the capacity of new energy vehicles, and Internet car manufacturers Uncertainty has become one of the reasons for the obstruction of production qualifications.
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