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Recently, investor Yan Yan said in an interview with the media: the collapse of new forces in car building will not be too far away, most of them will "die", and only a few oligarchs will survive in the end.

Yan Yan cited the Ford and Lenovo incidents as examples, saying that when Ford was building cars, there were hundreds of companies in the United States making cars, and as a result, there were only three left. When Chinese computers first emerged, hundreds of companies entered the computer field, but now Lenovo is the only one left.

With regard to the current boom in new car building, Yan Yan said: the reason for this phenomenon is that the technical threshold for building electric cars is relatively low, and the super wealth-building effect of soaring stock prices by 50 to 60 times a year last year. And the revolution in electric vehicle technology and self-driving technology. "it is understandable that many people want to catch this bus. But how many people will survive in the end? There are only a few. So the car-building games continue, but eventually most of the companies will die. "in addition, Yan Yan also predicts that the time point of the wave of closure will not be too far away, because building cars requires a lot of investment, and there is no investment of tens of billions of yuan. Cars cannot be built." now we have seen that many families are already dying. "

In recent years, with the continuous development of the new energy vehicle market, new energy vehicles have become a tuyere, many enterprises, including Evergrande, Baidu, Foxconn, Didi, Xiaomi, 360, Mavericks electric cars and so on have announced the construction of cars. Getting involved in car-building and new energy electric-related products has also become a hot topic, many technology giants have joined the automotive industry, setting off an upsurge of cross-border car building.

Some industry insiders have pointed out that there are two reasons for collective car owners in technology companies: one is that the emergence of electric motors lowers the threshold for building cars; the other is the huge market brought about by smart cars. However, although technology-based car building is a trend in the development and transformation of enterprises, this road may not be smooth. If these technology companies want to survive in the market, they must withstand the test of the market. As for how to reflect the advantages of science and technology and intelligence, and how to achieve the differentiation between brands is a major difficulty for these technology companies to build cars.

At present, new energy vehicles have gradually become the development trend of the market, but at present, the sales growth of new energy vehicles of mainstream joint venture brands is not as fast as that of independent brands. Judging from the current market, the domestic new energy market mainly comes from SAIC GM Wuling, BYD, Tesla, SAIC Group, Great Wall Automobile and new car-building brands such as Lai, ideal, Xiaopeng and other brands. the sales of new energy vehicles, including FAW-Volkswagen, SAIC-Volkswagen, Dongfeng Nissan, Dongfeng Honda, FAW-Toyota and other joint venture brands, do not occupy the market advantage.

Take the Volkswagen brand as an example, FAW-Volkswagen and SAIC-Volkswagen went public in the first half of this year to deliver ID.4CROZZ and ID.4X two new pure electric SUV. Volkswagen has high hopes for the two models, but figures show that 519 ID.4 CROZZ and 1008 ID.4X were sold in May. In addition, Changan Ford's first pure electric model, MustangMach-E, was officially launched in April with a price of 26.5-379900 yuan. Changan Mazda will launch its first pure electric car, Mazda CX-30EV, this year, while GAC-Mitsubishi will also launch its first pure electric car, Guangzhou Auto-Mitsubishi Artuco, a new energy model jointly developed by GAC Ean and GAC-Mitsubishi, based on AionV. It can be seen that under the market development trend of new energy vehicles, the promotion of new energy vehicle products by car companies has been irreversible, and the layout of new energy vehicle products is in full swing.

According to the Federation of passengers, sales of new energy vehicles in May 2021 were 185000, an increase of 177.2% over the same period last year and 17.4% month-on-month. The cumulative sales from January to May of 2021 were 776000, an increase of 235.7% over the same period last year. The major new car-building forces also released relevant delivery figures, delivering 6711 cars in May, an increase of 95 per cent over the same period last year. In terms of specific model composition, ES8 delivered 1412 vehicles, ES6 delivered 3017 vehicles and EC6 delivered 2282 vehicles. Xiaopeng delivered 5686 cars in May, a year-on-year increase of 483%, an increase of 10.5% month-on-month, with the delivery of 3797 units of the Permian P7 and 1889 units of the Xiaopeng G3. Nashi sold 4508 cars in May, an increase of 551% over the same period last year, with cumulative sales of 15966 vehicles from January to May. Ideal ONE delivered 4323 vehicles in May, up 101.3% from a year earlier and down 21.95% from 5539 in April. Delivery of zero-running cars rose 1226 per cent in May from a year earlier to 3195, with a cumulative delivery of 17803 from January to May.

With the growth of demand for new energy vehicles, more and more companies are not willing to play a supporting role in the automobile industry, but also join the ranks of car building. However, it is well known that car-building is an industry that needs to continue to "burn money". A large amount of capital investment is an important part of supporting the operation of a car-making company, and the new forces of car-building still face great challenges if they really want to survive in the car-building field.

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