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Chuan NIO's stake has been diluted, and Changan Ulai will launch a high-end new energy brand.

2024-11-21 Update From: AutoBeta autobeta NAV: AutoBeta > News >

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AutoBeta(AutoBeta.net)06/13 Report--

In recent years, the unknown Changan NIO has suddenly become active, is there any new progress in the high-end brands from Changan NIO?

Recently, two changes have taken place in Changan Weiwei: one is the change of industrial and commercial information, and its registered capital has increased from 98 million yuan to 18800 yuan; the other is the personnel change. Li Bin, CEO of Lulai Automobile, stepped down as chairman of Changan Lulai, which was replaced by Tan Benhong, executive vice president of Changan Automobile. Li Wei and Zhang Yang, former directors of Changan Ulai, also quit.

With the continuous development of the company, the low registered capital has affected the development of the company, so it is necessary to increase the capital to maintain the later development. At present, Changan and NIO have not explained the related changes in terms of capital increase and personnel changes, but there are signs that Changan Ulai may have made substantial progress.

According to the financial website, an industry source close to Changan NIO said: "with the capital increase, Changan NIO will dilute its stake, and then Changan Ulai will launch high-end brand new energy models, whose production and research mainly rely on the Changan system." this also means that the high-end brand of Changan Automobile will fall to the ground. "

It is understood that Changan Lai's new brand planning has a clear timetable. At present, the new car is still in the development stage, and the first model is expected to land in the second half of 2021. Although this capital increase does not rule out the entry of social capital, Changan Automobile will occupy more dominance, and its high-end brand has also made substantial progress.

According to public information, Changan Lai was established on July 10, 2018 as a joint venture between Shanghai Ulai Automobile Co., Ltd. and Chongqing Changan Automobile Co., Ltd., each holding 50% of the shares. The mode of Changan NIO is different from that of Jianghuai NIO. Changan NIO is regarded as the landing entity of Changan high-end brand, and the joint venture company will jointly develop new products.

However, two years have passed since Changan Automobile announced in April 2018 that it would build a high-end brand, but the veil of this high-end brand has not been lifted. For comparison, Geely Lecker, Great Wall WEY and Chery Xingdu have already been put into operation, from the launch of new brands to the launch of new products have not been more than a year, and achieved good results.

Yang Dayong, general manager of the public relations department of Changan Automobile Brand, has said that Changan high-end brand will be responsible by Changan Ulai team, and Changan Ulai will become the main body of the plan. However, at present, Changan NIO has no auto personnel in the senior management team, which means that it may only be the "role" of financial investment in the joint venture company.

When it comes to Changan NIO, we have to mention GAC NIO. The establishment time of Guang Qi Wei Lai is later than that of Chang'an NIO, but its development is much faster than that of Chang'an Wei Lai. Guangzhou Qilai was officially established on April 10, 2018, and the first mass production model, HYCAN007, was put on the market in April 2020, which took only two years.

According to the initial planning of Guangqi NIO and Changan NIO, the two companies still have a lot of similarities, but the rapid development of Guangqi NIO did not occupy the market one after another. the first mass production model is similar to GAC Aion LX in all aspects, and there is no gap in positioning and price, so it is inevitable that they will fight with each other.

Changan Qilai can not copy the GAC model. At present, Changan Automobile lacks a specialized new energy platform and independent high-end brands. Changan Automobile hopes to make up these two "shortcomings" at once through Changan NIO, so Changan NIO plays a very important role in the Changan system, and how to give full play to the advantages of NIO also needs serious consideration.

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