"Do you want to invest in new energy vehicles?"

When he came to the club in the evening, facing Bao Fan's serious face, Shen Feng smiled and said, "I haven't played in this field!"

As soon as Bao Fan rolled his eyes, you pretended!

After all, Huaxing is a FA leader, and tens of billions of funds must be invested every year.

Shen Feng saw that the big bald head was not a joke, and said seriously: This year is indeed a watershed for new car-making forces. On the one hand, after the year, there will be a wave of bankruptcies, and car companies such as Bojun, Byton, and Sailin will be embattled, plus the accompanying wave of senior management resignations......"

But on the other hand, several major heads are occupying more and more market share, and Weimar, Weilai, and Xiaopeng unknowingly get 15% of the pure electric share, which is indeed promising. ”

Bao Fan nodded, why do some companies grow, but most companies usher in collapse?

There are too many reasons, the team, the capital chain, the qualification, the factory, and the timing are interlocked, and any chain is broken, which may lead to ruin.

Car manufacturing is a capital- and technology-intensive, asset-heavy industry, from PPT to delivery to the market, and then to market recognition. It may be relatively simple to save a car, but the large-scale mass production tests the comprehensive quality of the enterprise, or the shortest board.

Thinking of this, he tentatively said, "How many families do you think survived in the end?"

Shen Feng pursed his lips, and asked me if my name was simpler?

After pondering for a moment, he said: "For the more than 100 new brands created when the limelight was hot, I can only say that I will die for a lifetime!"

"Because for the new car makers, the concept of time is money is just the opposite: money is time. ”

"The most direct example is Byton, to say that the founder also came back from abroad, very experienced old birds, there are also financing and factory building in the market, but I don't think it caught up with the best time. ”

"Compared with the first echelon, there is always a lag situation, always in an unhurried attitude. ”

"If the new forces want to rise, they must catch up with a big outlet. How to quickly launch a car that is acceptable to young people, and quickly open up the popularity and market is the king. ”

"So I'm more optimistic about three ......"

"NIO, Weimar and Xpeng!"

Bao Fan took a deep breath, and the hero saw the same thing.

These three do have room for imagination, initially establish a brand image, and accumulate some loyal customer groups. In places other than Beijing, Shanghai, Guangzhou and Shenzhen, some people will even sell gasoline cars to buy a NIO or Xpeng.

The hobby of new energy vehicles is very deep, and people with a certain social status will also come to experience new new energy brands on the basis of driving luxury cars.

Although their annual sales are far from the tens of thousands of units sold per month of traditional best-selling models, they ......

Shen Feng tasted lipstick wine, since Lao Bao wants to invest, the advice of real money must be given, and analyzed: "At present, self-built factories are better than OEM production, Weilai's first car is positioned as an auto enthusiast, and Weimar and Xiaopeng's first car is popularized to promote, and at present, they have achieved certain results." ”

"Everyone is fighting for service experience and a sense of technology, and the rhythm of product launch must be accurate. ”

"In my opinion, new energy is also a car, and safety and quality control must be put first. Then we can talk about how to optimize the supply chain, increase the volume, reduce costs, and achieve profitability. ”

To put it bluntly, the biggest difference between the new car-making forces and the traditional car companies is that the software controls everything, and the hardware provides performance, which is the opposite of the car-making logic of the traditional car companies.

The new forces have made a lot of efforts in the intelligent cockpit, look at Tesla. However, unlike Tesla, many domestic players cannot design their hardware, so they can only purchase it from Tier1, and Tier1 cannot customize it for them. I read books

This is the shortcoming that burns the most money.

18 years is a big outlet, all kinds of cows, ghosts, snakes and gods are overwhelming, and I can't wait to design a trademark to raise funds.

Or even more ruthlessly, directly repair the plank road in the dark, and secretly build a house?

Now that the national preferential policies are gone, tens of billions of farts have been burned and a few PPTs have been tossed out......

Who is stupid?

In the current situation, it is unrealistic to rely on first-level market-oriented institutions to support more than a billion yuan, and listing financing and seeking government support are the main financing channels for new forces.

After all, car manufacturing is the core industry, and new energy is the general direction of development, and government investment can drive the development of the entire industrial chain in the local area. In addition, the signing of buyback clauses and other similar agreements to avoid certain risks.

"It's not a big problem to keep the money on the books of a few heads for two years!" Bao Fan said: "The main thing is that R&D is too expensive, so it ......"

Shen Feng shook his head, it's not easy to think of an IPO!

At present, the Science and Technology Innovation Board can accommodate these high-quality new EV manufacturers, but it is inconvenient for them to be listed on the A-share market due to the different structures built by each new EV manufacturer.

Xiaopeng and Ideal are both VIE structures, and it costs a lot to dismantle the structure, so they can only think about going public on the US stock market.

What's more, the biggest obstacle is the issue of trust, especially in this year's thunderstorms, how to persuade investors to throw real money in?

In the final analysis, I still don't have core competitiveness.

The underlying design of autonomous driving and the technology of the engine can only be used in Tier 1, and many things in a car can be said to be saved. Even after the sales increase, it is difficult to reduce the cost on a large scale.

This is also one of the reasons why NIO sells one at a loss, and can only try its best to reduce the allocation from other places to reduce costs. Tesla's R&D system is made by itself, and the cost will definitely be reduced.

Several domestic bases are in full swing, who can stand 250,000 vehicles?

Of course, in any case, the new forces need to do the volume first. The sales of the first car can have a negative gross margin, but when building the next car, you can learn from experience, avoid detours, and strive to achieve a positive gross profit margin.

"Hey, it's still a matter of circles and friends. Bao Fan drank the red wine and said: "The investment institutions are not well-known enough, the funds are not strong enough, they cannot continue to give great help, and the car-making team is not strong and stable ......."

"In terms of internal control, we will examine how to make good use of investors' money instead of burning money uncontrollably. ”

"A lot of people really want to do things in a down-to-earth way and spend every penny very sparingly. Even if a leading enterprise buys some bonsai decorations in front of the unit, it must find a big leader for approval. ”

"I'm afraid of foreign-style projects, where management and staff come and go to a high standard. It seems to be professional, but it shows that the founder is weak-minded, he doesn't understand many things, and he can't do the right thing at the right time, right?"

Shen Feng nodded, he must also have a little dry goods now, he has long studied new energy, and the reason why he did not enter the game is because the industrial chain is too long.

"I'm more optimistic about Li Xiang. ”

"After all, he is a veteran player who has been deeply involved for more than 20 years, and he is very familiar with the upper and lower supply chains, not to mention online traffic. ”

Shen Feng said seriously: "Two years ago, it was difficult to say how he accurately predicted Tesla's market value, but it is undeniable that Li Xiang should have seen the impact of Tesla on the industry a few years ago, and he also understood the advantages of new energy in a head-on confrontation with traditional car companies." ”

After hearing this, Bao Fan frowned and muttered to himself, "Do you want to play with Wang Xing?"