Carmen’s internal participation 丨 Weilai China may be listed in China; Volkswagen smashed 16.6 billion to plan new energy territory in two days; Huawei and Xiaomi are frantically testing at the edge of the automobile circle


Editor’s note: This article is from 36 krypton ”

Future car Daily “(micro-channel public number ID: auto-time), Author: cattle farming.
Carmen internal reference
“Carmen internal reference” is the weekly change column of the future automobile daily newspaper. It will sort out the business news worth paying attention to this week in the travel field.Here are the company and business news worth noting this week (May 25-May 29):
Finishing | Niu Geng
Escape from the newly built car: frustrated middle-aged and survival battle
There are too many responsibilities on the shoulders of middle-aged people. The whole family expects them to feed, but they worry about money almost every day.In the minds of these employees who were owed layoffs for new car-making forces, even adding all the negative words that describe reality, such as failure and hardship, is not enough to describe their feelings this year.
The new car, a game called “banknote crusher”, is destined to rely on capital for blood transfusions. The enthusiasm for capital gradually cools down. It slips past the highest point of the entrepreneurial wave. The unprecedented new car movement is like riding a roller coaster.Predicted direction and end point.
Further reading: Escape from new cars: Frustrated middle-aged and survival battle
Car “Houlang” is difficult to go ashore: 100 resumes, 18 interviews, 0 offers
He submitted nearly 100 resumes, participated in 18 interviews, and finally received 0 offers.This is the “record” of fresh graduate Chen Ye’s spring recruit.As a master of vehicle engineering in a 211 university of science and engineering, Chen Ye never thought that the “not finding a job” would fall on him.In the past few years, the auto industry is still “sweet and sour.”Since 2009, the Max Research Institute has published the “Employment Report of Chinese University Students” every year. In 2015 and 2016, the vehicle engineering major is one of the top ten “green card” majors. The unemployment rate is small, and the employment rate and salaryAnd employment satisfaction is high.
At that time, the “golden age” of the automotive industry still had a lingering temperature.Countless students with car dreams stepped into the university campus with longings, looking forward to joining the automobile manufacturing industry to make some achievements after graduation, but they never expected that everything changed after a few years of rush.
Further reading: Car “Houlang” is difficult to go ashore: 100 resumes, 18 interviews, 0 offers
Li Bin has gone through the “life and death barrier”, Wei Wei China may be listed in China
On the evening of May 28, Weilai Automobile released its first quarter earnings report for 2020.During the reporting period, Weilai Automobile’s total revenue decreased by 15.9% year-on-year to 1.372 billion yuan; its net loss decreased by 35.5% year-on-year to 1.691 billion yuan, the lowest single-quarter loss since Weilai’s listing.As of March 31, 2020, Weilai’s cash and cash equivalents, restricted currency funds and short-term investments totaled 2.3974 billion yuan.Wei Lai’s CEO Li Bin said that the current Wei Lai China project is progressing smoothly, and “is confident to complete the delivery by the end of June 2020.”He revealed at the telephone earnings conference that Weilai China has the possibility of IPO in the Chinese market.
Li Bin, who is “good at fishing himself from the cliff”, seems to have pulled Weilai out of the “ghost gate.”After temporarily escaping from the financial predicament, will Wei Lai go smoothly on the track of positive development?
Further reading: Li Bin has gone through the “life and death pass”, Weilai China may be listed in China
Two days of smashing 16.6 billion, Volkswagen reveals new energy in China
On May 29th, JAC and Volkswagen signed a letter of intent to deepen cooperation on electric vehicles. Volkswagen will invest 1 billion euros to obtain a 50% stake in Anhui Jianghuai Automobile Group Co., Ltd. ’s parent company, Anhui Jianghuai Automobile Group Holdings Co., Ltd.Increase the stake in JAC Volkswagen, an electric vehicle joint venture, to 75%.The night before, Guoxuan Hi-Tech, a manufacturer of power batteries, also announced that Volkswagen (China) Investment Co., Ltd., a subsidiary of Volkswagen Group, will become the company ’s largest shareholder at a cost of no higher than RMB 8.712 billion, accounting for the total share capital.26.47%.
Within two days, after joining Guoxuan Hi-Tech and acquiring JAC, Volkswagen not only had direct ownership of the Chinese power battery manufacturer for the first time, but also became the first to become the first foreign-funded car company to participate in the deep mixed reform of state-owned car companies.Volkswagen, who vowed to “catch up with Tesla,” opened a new page in its electrification strategy and territory expansion in China.
Further reading: Two days of smashing 16.6 billion, the public reveals new energy in China
The freezing moment of the automotive industry: nearly 60% of practitioners want to change jobs, 20% face unemployment pressure
According to the 2020 Automobile Workplace Status Survey report released by Gasgoo, the workplace pressure of auto practitioners is increasing under the influence of the epidemic. Out of practical difficulties and personal long-term development considerations, nearly 60% of survey participants have a desire to change jobs, but due to factors such as life pressureMost of the plans are stranded, and another 5% of the participants said they have changed jobs; nearly 20% of the participants said they are facing an unemployment crisis, and 9% of the participants are in a “forced vacation” state.
The auto industry, which has been suffering for more than a year, did not wait for a clear sign of improvement. The impact of the new crown epidemic on the industry has caused the auto industry to fall to the bottom.Half of the participants in the above survey stated that the epidemic had a greater impact on the work they were engaged in, and the factors of instability in the workplace increased.The impact is mainly reflected in the decline in salary and welfare levels and the increase in work pressure.
Further reading: The freezing moment of the automotive industry: nearly 60% of practitioners want to change jobs, and 20% face unemployment pressure
The global auto industry has slid to its lowest level in 40 years. Can the Chinese market become the origin of recovery?
Automobile data analysis company JATO Dynamics recently announced that global car sales in March 2020 totaled 5.55 million vehicles, a year-on-year decrease of 39%. This is the largest year-on-year decline in monthly sales since 1980.In contrast, the Chinese auto market is gradually picking up, and the V-shaped reversal is basically certain.
With the new crown epidemic sweeping the world, can China become a safe haven for overseas car companies?”China’s auto market has shown a momentum of recovery, but for overseas auto companies it will not play a role in the snow.” Auto industry analyst Ling Ran told the future auto daily, whether it is the global or Chinese auto market, the next will stillFacing great uncertainty.
Further reading: The global auto industry has slid to its lowest level in 40 years. Can the Chinese market become the origin of recovery?
“God car” Wuling can’t sell anymore, is the good day for cheap cars coming to an end?
Recently, an important supplier of SAIC-GM-Wuling Automobile announced that its 2019 annual loss has expanded.Wuling Automobile expects to record a net loss of approximately 167 million yuan for the year ended December 31, 2019, and the loss attributable to the company’s owners for the year will increase significantly to approximately 124 million yuan.
The company provides approximately 80% of various auto parts and components such as engines for SAIC-GM-Wuling.SAIC-GM-Wuling’s main brands, Wuling and Baojun, are mainly engaged in the mid-to-low-end auto market of around 100,000 yuan. Their previous sales performance has not been satisfactory.Under the background of industry downturn and increasingly fierce competition, has the era of low-end cars “exchanging price for quantity” gone?
Extended reading: “God Car” Wuling can’t sell anymore, is the good day for cheap cars coming to an end?
The parts industry, whose neck was caught by the epidemic, had to consider “spare tires”
On May 18, Li Shufu, chairman of Geely Holding Group, said that under the global epidemic situation, Geely’s overseas supply chain has also been affected to a certain extent.In addition to Geely, the Shanghai Tesla plant was once suspended due to the impact of overseas supply chains. Great Wall Motor Chairman Wei Jianjun said that as the epidemic worsens, the supply of high-tech core components from Japan such as chips will also beaffected.
According to statistics from the General Administration of Customs, China’s auto parts imports in 2019 amounted to USD 36.711 billion, and it is more difficult to find substitutes for imported parts with high technological content.At the same time, due to the interruption of international logistics and other factors, a variety of components such as chips, chassis and SEP have set off a wave of price increases.In the post-epidemic era, the auto parts industry is facing a complete reshuffle.
Further reading: The parts industry that has been stuck in the neck due to the epidemic has to consider “spare tires”
In the Ningde era and BYD, the power battery field is going to change?
On May 22nd and 23rd, Ningde Times released two videos in succession, responding to BYD’s previous suggestion that the ternary lithium battery = acupuncture test is not safe, and said that it had already mastered the technology of ternary lithium battery passing the acupuncture test.At the performance briefing on May 21, Zeng Yuqun, chairman of Ningde Times, once said: “We have selected and mass-produced the best ones in the CTP structure”, which seems to imply that our battery pack technology is ahead of BYD blade batteries.
Behind each other is the fierce battle between Ningde era and BYD in market share.In 2019, Ningde Times’ market share in China’s power battery sector was 51%, higher than BYD’s 17.3%.However, the resurgence of lithium iron phosphate batteries, BYD’s power battery business is about to be independent, and supply to third-party OEMs, intends to challenge the leader of the Ningde era.The Ningde era and BYD are heading for a battle. Tesla is about to enter with a super battery. Is the power battery pattern about to change?A good show may begin.
Further reading: The Ningde era and BYD are intertwined, and the field of power batteries is going to change?
The collective anxiety of Huawei and Xiaomi: a crazy test at the edge of the car circle
Mobile phone manufacturers are entering the frenzy of the smart car industry.Apple is ambitious to create a new species that subverts Tesla. Google’s old tricks are trying to get the cake for autonomous driving first. Huawei’s “1 + 8 + N” strategy includes vehicle machines in 8 categories, including cars.Lei Jun, CEO of Xiaomi, regarded as “the most important smart terminal in people’s lives in the future”, cut into the automobile industry by investment.
According to data from the Internet Data Center (IDC), a market research organization, in 2019, global smartphone shipments fell by 2.25% year-on-year, the third consecutive year since 2017.On the other hand, Miao Wei, Minister of the Ministry of Industry and Information Technology, has said that it is expected that the market size of China’s smart connected vehicles will reach more than 100 billion yuan in 2020.The future trend is clearly visible, will the mobile phone factory’s car dream come true?
Further reading: Huawei Xiaomi ’s collective anxiety: mad temptation at the edge of the car circle, the next piece of cake is not good to eat
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