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.
On Baonengs official website, the reporter found a news related to Baoneng new energy automobile industrial park published in 2017: it is estimated that by the end of 2019, a new large automobile industrial base will rise in the east of Guangzhou. However, now it is approaching the end of 2020, the Baoneng plant in Guangzhou has not yet been completed, and the process equipment is missing. It will take time for trial production and formal production.
I entered the construction site two or three months ago. I dont know when it will be completed. It will certainly not be completed this year. A worker from Yunnan in the park said in an interview with first finance reporter. Many workers said that they did not know the completion date.
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 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.
On April 27, 2017, the construction of GAC Zhilian New Energy Automobile Industrial Park (hereinafter referred to as Industrial Park) located at the junction of Shilou town and Hualong Town, Panyu District, Guangzhou city was officially started. The overall planning area of the industrial park is about 7500 mu, and the total investment of GAC group and the enterprises settled in the industrial park is estimated to exceed 45 billion yuan. Guangxin intelligent chemical plant is the first project of the industrial park, with an investment of 4.7 billion yuan. The first phase capacity is 200000 vehicles / year, and the total planning is 400000 vehicles / year. More than 80% of the main project construction of the plant has been completed in December 2018 and put into operation in 2019.
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.
Compared with Guangzhou, Nengbao is relatively slow.
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 on an electric car and asked the reporter to leave immediately.
Why was Baoneng named
As for the progress of Baonengs investment in and plans to invest in the construction of complete automobile and parts projects, as of the time of press release, the national development and Reform Commission has not yet released the investigation results.
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. At present, the outside world is still unclear about the specific investigation content required by the notice of the national development and Reform Commission, but some analysts believe that the main purpose of the investigation is to investigate whether the enterprises have the situation of borrowing investment in new energy vehicles to enclose 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 getting several thousand mu of land for financing, some enterprises in the city can use land as mortgage, and some enterprises can use land to finance.
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.
Evergrande, Baoneng and other enterprises often launch hundreds of thousands of new energy projects or even millions of them. Therefore, it is considered by the industry as one of the reasons for being named. We should fully understand the situation and prevent the investment in new energy vehicles from overheating.
The road to car building is not smooth
In view of the development prospect of new energy vehicles, new energy vehicle projects have been launched in recent years. At present, what is the capacity of new energy vehicles?
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.
In fact, the development speed of the new energy vehicle market has not kept pace with the expectations of car companies. In 2019, the domestic sales of new energy vehicles suffered a negative growth for the first time, and in the first half of this year, due to the impact of the epidemic, there was a sharp drop.
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 senior management of a power battery enterprise told the first finance and economics reporter that in recent years, they have had enough of the hardships of domestic automobile manufacturers and frequently encountered the situation that some automobile enterprises have fallen into 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. It is worth noting that Tianyan inspection shows that Baonengs peripheral risks and early warning tips are as high as 32 and 101 respectively. As a latecomer, Baoneng automobile needs a process to adapt to the drastic changes in the automotive industry and the environment. Source of this article: Guo Chenqi, editor in charge of first finance and Economics_ NBJ9931
A senior management of a power battery enterprise told the first finance and economics reporter that in recent years, they have had enough of the hardships of domestic automobile manufacturers and frequently encountered the situation that some automobile enterprises have fallen into 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.