It is "opportunity" and "purgatory".

Recently, Beijing Auto New Energy completed the B round of financing, raising a total of 11 billion yuan, which is the largest single-fund-raising project in the domestic new energy auto industry. However, not long ago, SingDai Auto, Che He Home, Wei Ma Automobile and other emerging manufacturers are planning to establish an alliance by the end of September to establish a shared vehicle-building platform for joint R&D and procurement to reduce the risks and costs of vehicle construction.

In the same companies that are involved in the new energy auto industry, companies with different backgrounds and births are facing different circumstances. Until now, new car makers are still actively fighting for the production of new energy passenger vehicles issued by the Ministry of Industry production qualifications, those who have already won the envy of others.

However, if you get the qualifications of the National Development and Reform Commission, do you have peace of mind? In just over a year, some companies that once headed into the new energy automobile industry have been soaring. Some have started to struggle for survival.

The new energy automobile industry also "spells"

Beiqi New Energy, which was born after the Beijing Automotive Industry Group was dismantled, relied on the background of Beiqi's large state-owned enterprises, and for a number of years, it remained the top spot for pure electric vehicle sales and became the leading enterprise in the new energy auto industry.

Thanks to the "better" and the hard work of the day after tomorrow, Beiqi New Energy naturally became the "rich handsome" of the new energy automotive industry and was deeply favored by capital. In 2016 A-round financing, only RMB 3 billion was funded. After a short period of one year, a total of RMB 11.118 billion was collected in the newly completed Series B financing, and the amount of financing increased by nearly 4 times.

At present, the valuation of BAIC New Energy has reached 28 billion yuan, and it is expected to be listed in 2018, becoming the first stock of new energy vehicles in the Chinese capital market. At that time, BAIC New Energy's valuation may again double.

Although the value of BAIC New Energy continues to soar, it also has its own pressure. At present, BAIC's new energy products are mainly concentrated in the AOO-class mini electric vehicles, and no high-end products have been introduced. Zhang Yong, deputy general manager of Beiqi New Energy and secretary of the Party Committee of the marketing company, said: "The independent brands have not succeeded in going up and have already seen hope, but there is still a long way to go."

Compared to Beiqi New Energy's “not bad money”, the new car makers born in grass roots are facing the dilemma of “fighting heroes”.

More than half a month ago, Shen Haiqi, co-founder and CEO of Sentinel Automotive, said that the alliance with startup companies such as Aiqi Yiwei, Chehejia and Weimar Automobile has been discussed for several months, and plans to confirm joint issues by the end of September. , and will develop a common electric vehicle platform by the end of the year for joint R&D and procurement.

Obviously, in the face of joint venture brands entering into large numbers and traditional auto companies deploying new energy vehicles one after another, the time and opportunities left for new automakers become less and less, and the development of a group of conspirators has become a helpless move.

As we all know, the automotive industry relied heavily on the development of technology. Newly-built vehicle companies shared the vehicle-building platform to reduce costs and reduce risks. Obviously, many problems such as technological advantages, product differentiation, and cost sharing are another difficult problem. Automobile industry analyst Zhong Shi said: "These companies have high or low strength, the alliance is just a proposal, we all have their own plans, and ultimately the possibility of connecting together is relatively small."

Policy threshold raises companies’ lives and deaths

In addition to financial pressures, new car companies have also been stepped up and down the threshold of their policies.

After Beiqi New Energy and Changjiang Automobile New Energy Automobile Project were approved by the National Development and Reform Commission, the Ministry of Industry and Information Technology released the “Regulations on the Management of New Energy Vehicle Manufacturers and Products (Revised Consultation Draft)” in August last year to revise the car companies’ entry into the new energy automotive industry. The conditions not only increase the review clauses, but also improve the company's requirements from simple production capabilities to R&D and design capabilities.

At the same time, the “Management Regulations” also stipulates that enterprises that apply for access to new energy automobile production enterprises need to have the necessary design and development capabilities, production capacity, product production consistency assurance capability, and after-sales service and product safety assurance capabilities. At the same time, enterprises need to establish a platform for the monitoring of the safety status of new energy automotive products. During the entire product life cycle, a file will be created for each new energy vehicle product, tracking and recording the use, maintenance and repair of automobiles, and implementing the new energy vehicle power battery. Traceability information management, track and record the recycling of power batteries. Each provision is a project that requires a lot of manpower, material resources, and financial resources for new car manufacturers.

In addition to the many requirements of the policy on enterprises, because the entire new energy industry is in the period of policy support, changes in the policy will play a decisive role in the direction of the industry and the development of the market, and will inevitably put pressure on the company. At the Shanghai auto show at the beginning of this year, Pro Group Chairman Luqun said in an interview with the headline APP: “Future car is a brand new brand. We are still frustrated with such a brand.”

For the Ministry of Industry and Information Technology to raise the threshold for building cars, Dong Yang, executive vice president of the China Association of Automobile Manufacturers, once stated that the Ministry of Industry and Information Technology aims to have no more than 10 pure new energy vehicles in the future. However, as of now, the National Development and Reform Commission has reviewed and approved the adoption of new energy passenger vehicles for 14 companies, which means that it will be more difficult for enterprises to pass the approval of the Ministry of Industry and Information Technology than to obtain the qualifications of the National Development and Reform Commission. An insider in the industry said to the headline APP: “Some companies that used to produce automobile backgrounds have obtained NDRC production qualifications with the help of local governments, but their own technology and constructors’ strength are not strong, and follow-up financing is difficult, so these companies There is difficulty in entering the Ministry of Industry and Information Department."

Road to build a road and long

On July 1 of this year, the latest "Regulations on the Management of New Energy Vehicle Manufacturers and Product Access" (referred to as the "Administrative Regulations") was formally implemented, implying that those companies that had obtained the qualifications of the National Development and Reform Commission for the production of new energy passenger vehicles entered the period of survival. Countdown.

This is because Article 29 of the “Management Regulations” clearly stipulates that a new-energy vehicle production enterprise that has obtained access shall carry out the transformation in accordance with these regulations, and shall submit the report within six months from the date of implementation of these regulations. The review plan that satisfies this provision will be reviewed within 24 months. The relevant content that has been reviewed at the time of obtaining the access is exempted from examination.

This clause means that qualified enterprises must pass the examination of the Ministry of Industry and Information Technology within two and a half years and enter into the "Announcement of Road Motor Vehicle Production Enterprises and Products" and "Recommended Vehicle Catalogue for Promotion and Application of New Energy Vehicles." Entering the Catalogue of the Ministry of Industry and Information means that the newly-built car companies will truly enter the new energy automobile market and become a member of the new energy automotive industry.

However, the new energy vehicle double-point management approach to be implemented in 2018 will allow joint-venture brands and Chinese brands to step into the field of new energy vehicles. This year Jianghuai Volkswagen, Beijing Daimler, Volvo electrification strategy, Great Wall Motors and Yu Jie joint venture.....

"The newly created car companies' qualifications and the Ministry of Industry and Information's directory are only preliminary processes. The final product can be accepted by the market and consumers. It is the ultimate victory." Zhong said. However, traditional auto companies have begun to enter the field of new energy vehicles. Next year, the new energy auto market will usher in a wave of new car booms. With rich experience in vehicle construction, strong technical and financial strength, and deep insight into the market's "hands", there are many tricks. It's not easy for new car makers to get a foothold in the market to get a firm foothold in the market.

Jia Yueting, once high-profile, dreamed of reconstructing the automobile industry. Nowadays, he is in debt. The predecessors who fell on the road to building a car are already too numerous to mention. More people will fall in the future. There is no doubt that new energy vehicles are a rare opportunity for many "ambitionists", but it is also an industry battleground that can support the past to survive and laugh.