AutoBeta(AutoBeta.net)11/25 Report--

In the era of global electrification transformation, the automobile market has encountered a decline. Driven by the national policy, new energy vehicles have risen against the trend. However, after the national replenishment, the new energy vehicle market is facing an unprecedented "dilemma". In the face of this environment, Shen Hui, chairman of Weima Automobile, said at the 17th Guangzhou Auto Show: "Weima's goal is to become the first profitable new car-building force in the world."

Now that new energy vehicles are still not favored, it is still a mystery whether the new car-building power can survive, or whether the new energy vehicles will have a future. Tesla, as the world's leading electric car company, has only just made a profit. It took 16 years.

Although Weima has bucked the trend in an environment of falling car market and declining subsidies, its Weima EX5 registered a total of 1630 vehicles in October, up 22% from the previous month. In the first 10 months, it was 14286; however, Weimar, which had previously ranked first in total, has been overtaken by a narrow margin of 661.

Originally scheduled for delivery this year to reach the target of 100000 vehicles, sales are only 7% complete, and there are less than two months left in 2019. How to achieve the other 93% of sales? What's more, new forces account for less than 10% of all new energy vehicles.

Sales of traditional car companies such as BYD and BAIC are declining, mainly because traditional car companies are mainly aimed at the 2B market, that is, renting electric cars, online electric cars and official cars. in each city has gradually implemented saturation policy at the same time, sales naturally decline.

It is worth noting that Weima Motor's current main market is also the 2B market, Weima Financial Leasing (Tianjin) Co., Ltd. was established in July this year, with a registered capital of 800 million yuan. Whether the future rental business will be like the current China, Yi Hi, or choose other ways to land.

If Weima wants to shift from the B-end market to the C market, it will also be more challenging and more difficult. The lack of product power of pure electric new energy vehicles is common, and subsidies will be higher without cost control. Weima quality problems, which have been repeatedly complained by consumers, have been bought by customers can not be accepted, how can there be a good reputation to continue.

In addition, with the imperfection of the current infrastructure (charging equipment), we can also see that ordinary users are not willing to take the initiative to buy pure electric vehicles if they are not affected by subsidies and licenses.

In addition, with the entry of multinational car companies such as Volkswagen, Toyota and Tesla, seizing the domestic new energy market share will also expand. After all, China's new energy market has become the most important goal of global car companies.

Not to mention profit, the pace and growth rate of the new energy car-building movement have also raised doubts among investors. March 2019 is also the last financing of Weima Motor, with a total financing of more than 23 billion yuan.

Rupert Mitchell, Weima's chief strategy officer, revealed on Nov. 19 that the company is now seeking financing of $1 billion (7 billion yuan) from D-round, which is "expected to be completed in the next six months."

As the decline of the overall car market leads to the capital entering the cold winter, the subsidies for new energy vehicles are getting stronger and stronger, and the new car manufacturers are facing unprecedented survival challenges. Whether you can survive or not has become the goal of the major new energy car companies, not to mention profit. It is not difficult to talk empty words, but it is very difficult to achieve. Tesla also used it for 16 years.

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