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Today, when the production qualification is scarce, the "double qualification" is the "Wang Fang" in the hands of the new energy vehicle manufacturing enterprises, which can ensure the smooth development of the project.

According to China's current laws and regulations, domestic new energy vehicle manufacturers must obtain two qualifications before their products can be produced and sold, that is, the record of the Development and Reform Commission (NDRC) on the production projects of automobile investment enterprises (approved a few days ago), and the access qualification of automobile production enterprises in charge of the Ministry of Industry and Information Technology (MIIT).

According to statistics, among the 18 pure electric passenger vehicle manufacturers approved by the National Development and Reform Commission, 13 have entered the catalogue of "vehicle production Enterprises and Product announcement" of the Ministry of Industry and Information Technology and obtained "double qualifications". However, the progress of these 13 new energy vehicle manufacturers with "dual qualifications" varies greatly, with some selling more than 100,000 vehicles a year, and some new cars reaching the brink of bankruptcy before mass production.

Among the enterprises that have obtained "dual qualifications", the new energy vehicle projects of traditional car companies are progressing smoothly, and the time for them to obtain qualifications is generally at the forefront. At present, all the products are sold in the market, and they are also far ahead in sales.

For example, BAIC New Energy, Chery New Energy and Jiangling New Energy were all approved by the National Development and Reform Commission in 2016. The data show that the annual sales of the three companies in 2018 were 158000, 90, 000 and 50, 000 respectively. According to the industry, the main reason for the smooth progress of the new energy projects of traditional car companies is that they rely on the strong capital reserves and R & D technology of the parent company, which ensures the progress of the project.

It is not easy for most car companies to apply for qualifications. In the absence of qualifications, most of them have planned to build cars and will choose to cooperate with contract manufacturers or acquire qualified car companies to build cars.

Such as Wei Lai chose Jianghuai OEM, Xiaopeng chose Haima OEM, Weima chose to buy qualification to build cars independently. From this point of view, even if car companies are hindered by temporary qualification problems, they can find another way to build cars without affecting their development process. Contract manufacturers have mature supply chain management and control experience and production experience, which can enable enterprises to start vehicle production faster and transition the qualification gap period.

Zhidou Automobile is a "negative example" for the above car companies, which proves the importance of resource support for traditional car companies. Before 2016, Zhidou Motor went through its golden age under Geely Holdings. But after Geely reduced its stake in Zhidou, the latter lost gear and sales fell sharply as competition intensified.

By 2018, sales of Zhidou cars were only 15000, down 64% from a year earlier and falling far short of the original target of 80, 000. And since last year, Zhidou Motor has been frozen by the explosion of shares, layoffs and arrears of wages, and has been put on the list of discredits.

In the "double qualification" of the new car-building enterprises, Yundu New Energy, Future Automobile, United Automobile have products on the market, the progress is relatively leading. However, compared with the above-mentioned traditional car company New Energy Automobile Company, the sales performance of the three products is not optimistic. According to the data, Yundu New Energy sold 7000 vehicles in 2018, Hezhong Motor sold 1100 vehicles, and Future Automobile sold only 59 K50 high-end sports cars.

Of the 13 "dual-qualified" enterprises, there are still 3 that have not launched any products for more than two years, including Changjiang Automobile, Chongqing Jinkang and Jiangsu Minan. Generally speaking, it takes 2-3 years from the start of research and development to the launch of a new car, and the above projects have not been mass-produced so far, which is considered to be slow. According to the news, Chongqing Jinkang has announced that its first product, the SF5, will be available in the third quarter of this year, while Jiangsu Minan said that the first model will be available by the end of this year or early next year.

Among them, the Yangtze River car can be said to play badly with a good hand of cards. A series of halos, such as the second in China to be approved by the National Development and Reform Commission for the production of pure electric passenger cars, and Li Ka-shing, the richest man in China, are showing people the good brand and bright future of Changjiang Automobile. But what people did not expect is that due to the lack of product competitiveness, the company has lost money for years, lack of funds, Changjiang Motor has been mired in arrears of wages, production suspension and other troubles.

The industry believes that the shortage of funds may be the most important factor. There are a number of new energy vehicle projects that reflect financial pressure, such as unpaid wages and layoffs. In fact, the 13 "dual-qualified" enterprises are only a small part and a microcosm of the domestic new energy vehicle project.

As the consumption of new energy vehicles gathers to the head enterprises, the competition will become more and more fierce, and in order to avoid the situation of cancellation of qualifications and early warning of delisting, mergers and acquisitions in the field of new energy vehicles will continue to occur with high frequency.

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