In more than 30 days, the army of car builders added four more "Houlang" intelligent electric car tracks to welcome the new tuyere?

When the new car-building forces have handed over the report card with an output of more than 100,000 and a monthly delivery of more than 10,000, a group of "back waves" are eyeing this market covetously.

From the appearance of the Light Orange era on November 9 to the exclusive disclosure by the Financial Associated Press on December 3 that Su Weiming, a former senior Chinese official of Volkswagen, founded Bentley, and then to the box Zhixing and Niu Innovation Energy, which will be released on December 8 and 14 respectively, within a short period of more than 30 days, the carmaker army added four more "back wave" contestants.

The industry is generally skeptical about the need for a brand new brand in the car market. "now that there is no technology, capital, or product (brand), it is more difficult to enter again." Cao he, president of Quanlian Automotive Investment Management (Beijing) Co., Ltd., said, "in particular, there is a need for major breakthroughs in new technologies, new forms and new materials of new energy." If it is only a copy of the existing technical route, it is difficult to maintain. "

Four new forces come to the fore

On December 15, Niu Innovation Energy Technology will officially launch a new brand. It is reported that NIUTRON will release both add-on and pure electric models at the press conference.

"Niu innovative energy car has nothing to do with Mavericks. The founder is Li Yinan." A person familiar with the matter told the Financial Associated Press.

Li Yinan is the founder of Mavericks electric car, and the creation of NIUTRON, is an attempt to enter the automobile industry. It is understood that NIUTRON's car-building program was officially launched in November 2018, and the brand center (headquarters) is located in Beijing, the R & D center is located in Shanghai, and the center of R & D and intelligent manufacturing is located in Changzhou, Jiangsu Province.

In December 2020, Jiangsu Niu Innovation Energy Technology Co., Ltd. completed registration with a registered capital of US $50 million; eight months later, its registered capital increased to US $400 million. In March this year, a calf electric car named NIU 4 Fun was circulated on the Internet.

Like Mavericks, Bentley, founded by Su Weiming, a former executive vice president of Volkswagen Group and executive vice president of Volkswagen China, earned a lot of attention before the new car was released. "Bentley's first car will be marked against Porsche's Taycan." "Bentley plans to release relevant content at next year's Beijing Auto Show," a source familiar with the matter told the Financial Associated Press. "

There is also a new car manufacturer called Zhihang Box, which will be unveiled soon. According to its website, "Box Zhihang focuses on customizing and creating a variety of box cars for the B-end travel market." Its first production model will be unveiled on December 8th.

It is reported that Beijing Shize Tongxing Automotive Technology Co., Ltd., a wholly-owned subsidiary of Beijing Box Zhihang Technology, is an automobile design and development company. The company, which once provided vehicle design and R & D for domestic and foreign mainstream automobile companies, such as China FAW Research and Development Institute, FAW Pentium Research Institute, FAW-Volkswagen, BAIC, and so on, finally decided to build cars in person.

In addition, the Light Orange era, which appeared earlier, has set up a booth at this year's Guangzhou Auto Show. At the auto show, Light Orange unveiled its first technology platform, the first pure electric platform EEZI STEP1.0, and launched the first quasi-production model, Light Orange era VC.

Production invigorates idle resources

Since 2015, new car-building forces have poured in, to real estate enterprises, technology enterprises and even home appliance enterprises cross-border entry, while some traditional car companies have launched high-end brands, by the end of 2021, new brands in the automotive field are unprecedented.

Different from the previous large-scale expansion, due to the current excessive spare capacity of cars, relevant government departments have repeatedly introduced policies to curb overheated investment, and the above four new car companies have generally adopted the way of invigorating old resources to obtain production qualifications.

"at present, there are too many new energy automobile enterprises, and they are still in a small and scattered situation. It is necessary to give full play to the role of the market, encourage mergers and restructuring of enterprises, and further increase the degree of industrial concentration. " On September 13, Minister of Industry and Information Technology Xiao Yaqing said, "all parties have a high enthusiasm for the development of new energy vehicles, which has a great promotion to the development of new energy vehicles, but we should also see the characteristics of high technological content of new energy vehicles. Therefore, resources should be concentrated in the market as much as possible to avoid dispersion."

According to Tianyancha APP, one of the shareholders of Beijing Bingli Automotive Technology Development Co., Ltd., a Bingli intelligent related company, is Great Wall Huaguan, and one of its subsidiaries is Future Motor, which has "dual qualifications" and is mired in bankruptcy.

In addition to Bentley, Niu Innovation Energy exposed its production on the address of the factory. Among them, Niu Innovation Energy Automobile Factory is the original site of Jiangsu Jintan Mahayana Automobile Science and Technology Industry Park. At the same time, a source of parts suppliers revealed that Jiangsu Jintan Mahayana Automotive Technology Industrial Park has been acquired by Niu Innovation Energy.

In addition, the contract manufacturing enterprise chosen in the Light Orange era is BAIC Ruixiang. BAIC Ruixiang is a brand-new enterprise after BAIC Yinxiang has experienced bankruptcy and reorganization.

It can be seen that these new car-building enterprises generally choose the "start-up mode" of invigorating resources, which is not only limited by their own conditions, but also restricted by the overall environment. "first of all, they can enter relatively quickly, and secondly, new entrants may not have enough capital to build their own factories." Cao he analyzed and expressed.

"what is very clear now is that smart electric vehicles will form a complete replacement for traditional fuel-fueled vehicles in the next decade or so." Although he did not express more views on the prospects of the "Houlang", the senior management of a domestic car-building new power head enterprise gave his own judgment.