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Zhang Xinghai said: Tesla's business model is not exactly the same as that of China's new energy automobile companies. An important reason for Tesla's loss is that it needs to build its own charging piles, which costs a lot. The Chinese government's support for the construction of charging piles is very strong, and the cost of new energy automobile companies building their own charging piles will be considerable. Cut down.
The 2017 annual general meeting of Xiaokang shares
As a well-off stock (601127, SH) with the eighth qualifications for new energy automobile production, its layout in the field of new energy automobile since its listing has also been called "China's Tesla" by some people.
On the afternoon of May 9, Zhang Xinghai, chairman of the company, said at the annual meeting of shareholders of well-off shares in 2017 that Tesla's business model is not applicable to Chinese automobile companies, while domestic new energy automobile companies have government support on basic supporting matters such as charging piles, in fact, Bites. Pull and so on have more cost advantages.
According to the reporter's rough statistics, well-off shares in the field of new energy vehicles have disclosed investment of more than 6 billion yuan, with the advance of a series of plans in the future, will continue to increase the demand for funds. On this issue, Zhang Xinghai said he would consider introducing strategic investors to ease the pressure.
China's new energy vehicle companies have no advantage from Tesla.
After listing, it announced that it would invest 2.5 billion yuan to build a well-off share of the pure electric passenger car project. In recent years, it has become an important member of the new energy vehicle enterprise camp.
On the afternoon of May 9, at the 2017 shareholders'meeting of well-off shares, the future layout strategy of new energy vehicles has become the most popular topic.
When talking about the operation plan for 2018, in addition to the target of realizing the sales of 450,000 vehicles and the revenue of 27 billion yuan, well-off shares also specifically mentioned the plan of "American car-making". That is to say, "Silicon Valley SF MOTORS Company will be the focus, continue to increase investment in the technology and product development of Intelligent Networked (EV), further develop and master the core technology of electric drive, optimize the integration of three-Electric technology system and intelligent driving technology system, and launch two mass-produced vehicles in the year." Wait.
According to Dong Mi Meng Gang, a well-off stock, at the end of March this year, two new smart electric SUVs invested by SF MOTORS have appeared in Silicon Valley, and their products are positioned in the middle and high-end market.
New energy vehicles belong to long-term investment, and their continuous layout and investment will also make the well-off shares face expanding financial needs. At the shareholders' meeting, how to achieve profits for the new energy vehicle companies has become one of the high frequency issues. According to Tesla's recent fiscal first quarter results for fiscal year 2018, despite an increase in revenue, a record quarterly loss of $785 million was recorded. Over the past 10 years, "loss" has become another synonym for Tesla.
At the shareholders'meeting, Zhang Xinghai said: Tesla's business model is not entirely the same as that of China's new energy automobile companies. An important reason for Tesla's loss is that it needs to build its own charging piles, which costs a lot. The Chinese government has given a lot of support to the construction of charging piles. New energy automobile companies build their own charging piles. The cost will be greatly reduced.
"At that time, we decided to do a full research on new energy vehicles. To a certain extent, new energy vehicles are also an important direction of our'Made in China 2025'. After all, every country in the field of new energy vehicles is still in its infancy." Zhang Xinghai further said.
Consider introducing new strategic investors in the future
Although Zhang Xinghai is optimistic about the future prospects of new energy automobile manufacturing in well-off shares, it is undeniable that there are many challenges behind it.
According to the financial data disclosed by well-off shares, the company's asset-liability ratio was 75.44% by the end of 2017 and 76.94% by the end of 2016, which was at a high level. In view of this, the chief financial officer of Xiaokang stock explained that this is the problem of normalization of the industry faced by vehicle companies.
However, according to the financial data of Chang'an Automobile (000625, SZ), another car manufacturer in Chongqing, Daily Economic News reporter found that the company's asset-liability ratio was about 55% by the end of 2017.
With the sustained promotion of the strategy of new energy automobile of well-off shares in the future, the demand for funds will become greater and greater, and may face some pressure. In response, Zhang Xinghai responded: "we will consider introducing new strategic investors in the future."
More challenges lie in: for example, under the industry trend of slow growth of SUV, how to maintain the established camp and achieve business expansion on the "crowded" road of new energy vehicles is also facing uncertainty for the well-off shares that have just completed the potential of new energy vehicles.
Faced with these problems, Zhang Xinghai responded: "Electric vehicles certainly need investment, we can not eat the old capital, but also to take into account the interests of all shareholders, how to balance the layout between traditional cars and electric vehicles is also an aspect that must be considered."
In addition, the electric vehicle of well-off shares has been aiming at high-end positioning, but its traditional channel network has been mainly sunk in the third and fourth-tier cities and towns, and the price range of products is mostly below 100,000 yuan, which also means that in the future, the distribution network, brand image and so on need to be reshaped.
"There is little fat left in the automobile industry, and what we are facing is the hard bones that are hard to gnaw." Zhang Xinghai bluntly said that in order to achieve the goal of overtaking the road, a well-off share must be chewed off a lot of hard bones.