The ups and downs of domestic new energy vehicle market and the changing environment have affected the investment plans and progress of many automobile enterprises to a certain extent. Recently, the national development and Reform Commission (NDRC) issued the notice on the investigation of new energy vehicle production and projects (hereinafter referred to as the notice), which requires the national development and Reform Commission to report the investment situation of new energy vehicles to the industry department of the national development and Reform Commission before November 18.
In particular, Article 3 of the notice requires all localities to provide local pure electric vehicle project planning and investment promotion, which clearly requires all localities to report in detail the automobile and parts projects (including the approved and filed projects without construction) invested and constructed by Hengda, Baoneng and other enterprises in local areas since 2017, including land occupation, construction contents, construction contents, and construction contents Project progress, completed investment, etc.
Why Baoneng was named has attracted much attention.
On the left side of the gate of Baoneng new energy automobile industrial park, on a rectangular stone foundation, there are seven large dark blue square characters, Baoneng intelligent manufacturing area, which are made of iron sheet. At the same time, it is equipped with the logo of Baoneng - B.
In the park, the worn-out green billboard still has the blueprint described in that year: the new energy vehicle manufacturing base is planned to produce 1 million vehicles annually, the first phase production capacity is 500000 vehicles, the project covers an area of 1500 mu, and the construction area is 430000 square meters. The project adopts the most advanced international process planning and equipment investment, including stamping, welding, coating, general assembly and pack In the process of art, Guangzhou Baonengs vision is to make it a world-class green smart factory.
According to the planning on the billboard, the construction of the project will start at the end of 2018, the infrastructure project will be completed and the installation of process equipment will be started by the end of 2019, and the first vehicle will be offline in the third quarter of 2020.
Guangzhou Baoneng started in 2017. On April 25, 2017, Baoneng signed a major industrial project cooperation agreement with Huangpu District and Guangzhou Development Zone, and decided to deploy the headquarters of Guangdong Hong Kong Macao Bay area, new energy vehicles and innovation value park projects in the area.
On September 1, 2017, Guangzhou Baoneng Automobile Co., Ltd. was registered in Sino Singapore Guangzhou Knowledge City; on October 13, the company successfully obtained the industrial project land located in the south of Guanghe Expressway and west of Jiulong Avenue. Since then, Baoneng began to dream of building cars in Guangzhou.
According to Baonengs official website, Baonengs manufacturing matrix includes Baoneng automobile, Nanbo group, Zhongju hi tech and Shaoneng group. In terms of automobile, Baoneng Automobile Group Co., Ltd. (hereinafter referred to as Baoneng automobile) was established in March 2017 and headquartered in Shenzhen. The company attempts to take new energy vehicles and intelligent vehicles as the core, and build a range of prospective technology research and development, high-end vehicle manufacturing, core parts (including power batteries, three electric systems, powertrain, etc.), automobile sales, automobile travel, and automobile The whole industry chain ecosystem of intelligent automobile manufacturing such as finance and post market service covers the whole range of car, SUV, MPV and BPV; in the commercial vehicle industry, it focuses on the field of van type logistics vehicles, light trucks and new energy buses.
According to Tianyan survey, Baoneng automobile, which was established in 2017, has a registered capital of RMB 10 billion, and its shareholders are Shenzhen Baoneng Investment Group Co., Ltd. (hereinafter referred to as Baoneng group) and Shenzhen Baoyuan Logistics Co., Ltd. Among them, the former accounts for 99% of the total investment.
Yao Zhenhua, chairman of Baoneng group, previously declared that the development strategy of Baoneng automobile is to firmly and vigorously develop new energy vehicle business, optimize and improve fuel vehicle business, and build Baoneng automobile into an automobile group with strong competitiveness and international influence in 10-15 years. In order to lay out the automobile industry, Baoneng strategic investment in Guanzhi automobile in 2017. Founded in 2007, Guanzhi automobile company is a joint venture jointly funded by Chery Automobile and Kenon holdings of Israel group.
In terms of vehicle manufacturing, Baoneng currently has seven bases, including Changshu Guanzhi manufacturing base in Jiangsu Province, Baoneng automobile manufacturing base in Shenzhen (formerly Changan PSA manufacturing base), and key regional production bases in Xian, Guangzhou, Guiyang, Kunming and Kunshan.
The first financial reporter learned from various sources that it usually takes more than 15 months for a new energy plant to be put into operation, which is close to the establishment time of Guangzhou Baoneng project. Both Guangxin intelligent chemical plant and Xiaopeng Zhaoqing factory, which belong to South China Department, have been completed and put into operation.
Xiaopeng automobile Zhaoqing factory made its first public appearance on June 9 this year. He Xiaopeng, CEO of Xiaopeng automobile, introduced the whole process of Xiaopeng P7 from stamping and welding to final assembly inspection in the factory through live broadcast. Xiaopeng automobile Zhaoqing project signed a contract with Zhaoqing City on April 28, 2017 and settled in Zhaoqing high tech Zone. The overall planning is 3000 mu. The first phase covers an area of 903 mu, with a production capacity of 100000-150000 vehicles and a built-up floor area of 227000 square meters.
From June 27, 2018 to September 30, 2019, the main plant of the plant was completed, and the equipment was fully imported and put into trial production. It took 15 months before and after, which shortened the average construction period of the industry by more than 3 months.
In contrast, Guangzhou Baoneng is relatively slow in pushing forward.
It is worth noting that Guangzhou Baoneng project is not only significantly slower than expected, but also the production capacity may change.
Next to the green billboard in Guangzhou Baoneng Park, another huge white billboard shows that Guangzhou Baoneng has updated the planned capacity figures, and the planned production capacity has changed to 600000 vehicles, and the capacity of phase I is 300000 vehicles. Among them, 60 and 30 are respectively written on two pieces of white paper and pasted.
Comparing the data of green and white billboards, it can be found that there are different numbers of planned capacity and phase I production capacity on the two brands. However, first finance reporter can not confirm whether these figures and their changes are the official adjustment of Baoneng or the private daubing of individual personnel in the park.
About an hour after the reporter conducted a field investigation in the Baoneng Park in Guangzhou, a staff member in overalls ran over by bicycle and asked the reporter to leave immediately.
Why was Baoneng named
In the tide of new energy vehicles, the good and the bad are mixed, which is considered by the industry as one of the reasons for the investigation conducted by the national development and Reform Commission.
An industry insider close to the national development and Reform Commission said in an interview with the first finance and economics reporter that new energy vehicles have entered a stage of rapid development, and may soon surpass fuel vehicles in the future. At this time, the national development and Reform Commission conducts a thorough investigation on the new energy vehicle industry in various regions, hoping that the industry can get healthy and stable development, and also reminds everyone to cooperate Barber show, investment is more impulsive now.
In the past, the development of photovoltaic and wind power has experienced ups and downs. The above-mentioned people familiar with the national development and Reform Commission believe that it is good for the national development and Reform Commission to find out the national new energy automobile industry this time, because any enterprise has problems, it is the whole societys problem, and finally the public is paying the bill.
The common feature of Evergrande and Baoneng named in the notice is that they build cars from the real estate industry to the field of new energy vehicles, and they have launched many new energy vehicle projects across the country. The head of an automobile enterprise said in an interview with the first finance and economics reporter that the specific investigation content of the national development and Reform Commission is not clear. However, it is said that the main purpose of the investigation is to investigate whether the enterprise has the situation of borrowing investment in new energy vehicles to encircle the land.
In an interview with the first finance and economics reporter, the boss of a manufacturing enterprise with a certain scale of industrial land in Guangzhou said that according to his understanding, a few years ago, in order to attract investment, some mainland governments granted relatively loose land for high-tech projects such as semiconductors and new energy vehicles, and also gave very considerable subsidies. After obtaining several thousand mu of land, some enterprises can use it to mortgage loans for financing. However, the actual investment in the local area is very limited. Therefore, some inland cities have successively appeared zombie enterprises, and some enterprises have changed industrial land into commercial land.
The general manager of the above-mentioned manufacturing enterprises also said that the overall supervision of Guangzhou city is relatively strict. He bought the industrial land 20 or 30 years ago. Because he had to change the commercial land at that time and the price difference was many times higher than that of the industrial land, he was not willing to invest in it, but now he has the idea of changing industrial land into commercial land because of the difficulties in manufacturing, but it is basically impossible to change it If it is a three old renovation, there are ways to deal with it. If not, it should be handed over to the government for collection and storage before bidding, auction and listing.
For the industrial land of very few high-tech enterprises, a certain proportion of commercial land can be applied for to build staff quarters, etc., but the vast majority of industrial land can not be changed. This is what the general manager of the above-mentioned manufacturing enterprises said.
Another starting point of the investigation by the national development and Reform Commission is to prevent overcapacity. A car company insider who did not want to be named said that the move, in addition to finding out, also sent a signal to prevent the current overcapacity of new energy vehicles.
In the above planning, the proportion of new energy vehicle sales in the total sales volume of new vehicles will be reduced from the 25% previously mentioned to about 20%. In addition to the rigid index of weakening quantity, the planning emphasizes the construction of key technology and infrastructure.
The road to car building is not smooth
According to the rough statistics of the public news materials of major enterprises, the planned production capacity of new energy vehicles in China exceeds 20 million, reaching about 26.6 million. Guangdong Province, Jiangsu Province and Shaanxi Province are the top three in terms of production capacity. More than 10 enterprises have accumulated a total capacity of more than 5 million vehicles in Guangdong Province, and Jiangsu Province has the largest number of imported projects.
However, after the major enterprises announced their production capacity one after another, not all of them were put into production. Some enterprises even collapsed because they could not survive the cold winter. For example, Changjiang Automobile Co., Ltd., which holds the double qualification of new energy vehicles, failed to survive the winter. Recently, it was ruled by the peoples Court of Yuhang District of Hangzhou city to formally enter the bankruptcy liquidation procedure. The enterprise had previously announced that it planned to build a new energy vehicle production base with a total capacity of 160000 vehicles in Foshan City, Guangdong Province in two phases.
Cui Dongshu, Secretary General of the travel union, said in an interview with the first finance and economics reporter that at present, there is no data on the overall capacity of new energy in China.
Recently, the Ministry of industry and information technology announced the 37th batch of new energy vehicles free of vehicle purchase tax. Cui Dongshu said that since 2020, the number of new energy vehicle manufacturers has reached 211, down from 223 in 2018 and 224 in 2019. Among them, the number of passenger car manufacturers this year is 65, which is relatively less than 76 in 2018 and 85 in 2019, but higher than the level in 2017.
According to the data of China Automobile Industry Association, in 2019, the sales volume of new energy vehicles in China was 1.206 million, a decrease of 4.0%; in the first half of this year, the domestic sales of new energy vehicles were 393000, a year-on-year decrease of 37.4%. As long as 12 months of falling new energy vehicle market is a severe test for many new car making forces. It was not until the second half of this year that the new energy vehicle market improved significantly.
The production capacity plans announced by enterprises are in sharp contrast to the real market. Due to the limited capacity of the new energy vehicle market, some automobile enterprises have collapsed due to blind expansion, some automobile enterprises have died before leaving their posts, and some enterprises production plans are obviously slower than planned.
A power battery executive told the first finance and economics reporter in an interview that in recent years, they have had enough of the hardships of domestic automobile manufacturers, and frequently encountered the situation that some automobile enterprises are in arrears due to difficulties. Now, the automobile customers of the enterprise are all overseas.
Baoneng group, which aims to make a great contribution in the field of new energy vehicles, may not go ahead as smoothly as expected. The first financial reporter found that Baoneng Automobile Co., Ltd. currently has 36 wholly-owned subsidiaries related to automobiles, including Guangzhou Baoneng Automobile Co., Ltd., Xian Baoneng Automobile Co., Ltd., Kunming Baoneng Automobile Co., Ltd., Guizhou Baoneng Automobile Co., Ltd., Hainan Baoneng automobile R & D Co., Ltd., Hainan Baoneng Automobile Sales Co., Ltd., etc.