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富力入股华泰汽车,地产大鳄认真造车还是低价掠地

博狗dog

After Evergrande hand in hand to enter the new energy automobile industry, another real estate predator entered the big industry of burning money.

On July 6, Huatai official Weibo announced that R&F Group will participate in Huatai Automobile. The two parties will cooperate in the whole process of new energy vehicle development and manufacturing, intelligent network and driverless vehicle technology. In this official announcement, the details of the cooperation between the two parties were not announced: how much Fuli’s shares were invested, the price, the R&D plan, and the production schedule were not announced. Of course, among them, Huatai Automobile is responsible for “hands-on”, while R&F Group is the owner of capital and resources behind it.

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Huatai, which is increasingly marginalized?

For the average consumer, Huatai Automobile is not a well-known automobile brand. It is the logo that you see it. I don’t think there is such a car manufacturer.

Huatai Automobile was established in 2000. At the time, through the cooperation with Hyundai, two medium-sized SUVs, Santa Fe and Traka, were introduced, and the initial development was smooth. However, the rapid rise of product updates and the low market sales, Huatai slowly withdrew from the ranks of mainstream car companies.

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At present, Huatai's models are all SUVs, including Santa Fe 5, Santa Fe 7 and other Santa Fe series, as well as Baolige, which are developed along the Korean modern transfer technology, although Huatai claims In the automatic transmission and diesel engine, there are leading technologies, but these have not become the support of Huatai sales.

It is understood that in recent years, Huatai Automobile's annual sales have been tens of thousands of vehicles, of which sales in 2013 were only 28,800 units, and sales in 2018 had rushed to 120,700 units, but they were far from 200,000 targets. Later, the Great Wall, Zotye and other people built car companies to catch up.

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xx在2019年初,华泰陷入了拖欠工资的状况。据内部消息,自2018年2月起,华泰汽车未按照《劳动合同》按时支付工资,拖欠基层员工工资超过4个月,而中层管理人员拖欠工资超过9个月。最近有报道称,华泰汽车的山东荣成工厂已经停工三年;自2018年下半年以来,天津生产基地也处于“半停产”状态;自2018年6月起,鄂尔多斯生产基地也被关闭。不仅如此,华泰汽车销售数据也涉嫌长期严重欺诈,中国汽车工业协会一度拒绝接受华泰汽车公布的销售数据,取而代之的是“0” “;华泰的渠道也存在问题,很多城市华泰汽车4S店早已容易上帝。

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低品牌意识,落后技术,销售伪造,基地停产和拖欠工资,任何一个足以使汽车企业停滞不前,而低迷的华泰则完全被“覆盖”,可以想象只有一条线从崩溃中走出来帝国远在外面。

生产资格游戏

当几乎没有撤退时,华泰终于做了正确的事情,并将注意力转向新能源领域,并投资了拥有新能源汽车生产资质的曙光集团。 2018年9月,曙光集团向华泰汽车转让9800万股股份(占公司总股本的14.49%)。股权交割完成后,华泰汽车拥有两项新能源乘用车和新能源商用车的生产资质,并在“双点”政策下抓住新能源汽车的机遇。

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然而,在华泰汽车进入市场后,曙光股份的表现仍然遭受了巨大损失。曙光股份宣布,2018年,曙光的收入为29.15亿元,同比下降23.47%;净利润亏损1.28亿元,同比下降140%。 2018年,华泰汽车实现营业收入181.8亿元,同比增长1.8%;但归属于母公司的净利润为16亿元,同比下降243.44%。显而易见,曙光股权并没有为华泰带来多少利润,商用车生产资质是后者最重要的地方。

新能源汽车的价值是多少?

从2017年6月至今,国家发改委尚未恢复新能源汽车生产资格的审批,并且通过市场持股可以获得的“出生证”不多。博县汽车收购了一汽夏利的股份,后者以10亿元的高价剥离了其核心资产。百腾以1元的价格收购了一汽华力100%的股权,汽车和家庭斥资6.5亿元收购了重庆力帆100%的股权。

此时,拥有两项新能源牌照并具有一定制造汽车经验的华泰汽车已成为市场上的“陈”。即使华泰的汽车产品不起作用,它仍然处于亏损状态。富力集团的股权将得到充足的资金和资源的支持。根据华泰的计划,到2020年全国将推出20多万辆纯电动汽车。

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富力葫芦卖的是什么药?

从双方的官方公告来看,这种跨国界对富力有着深远的意义:“这次战略合作宣布,房地产领导者富力集团正式进入新能源汽车产业,进一步优化其战略布局。”从富力的角度来看,进入新能源汽车产业是优化“战略布局”的一步。这让人想起恒大的奇异性,富力加入了广州的两个房地产大鳄,从足球俱乐部到新能源汽车赛道。今天它更具竞争力吗?

的环境下低位震荡,在恒大内部,许家印最常挂在嘴边的话“房地产是夕阳产业,总归要萎缩的。”而国家大力扶持的新能源汽车市场,却是巨头们最理想的转型方式,成为他们口中的“战略布局”。

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件,但不代表资金充足,就能做好车。

尽管制造新能源汽车的门槛比传统燃油车低,但仍走不出“高投入,低产出”的行业特性。然而现状是,宝能控股的观致汽车一片惨淡,有媒体曝光整片观致国五车卖不出,上海车展期间更遭经销商集体维权。

比观致稍好的是恒大注资后的国能,但首款量产车也“一言难尽”:国能93不仅外观造型老旧,续航一般(355公里),综合补贴后预售价高达16.98万元,而被媒体痛批为“十年前的车。”无独有偶,董小姐的银隆新能源,推出首款纯电MPV艾菲,外界对中庸的性能,造型神似旧款埃尔法的质疑,狠狠打在了她早前炮轰“自主汽车品牌粗制滥造”的脸上。

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对入股华泰的富力集团来说,一无任何造车经验,二与恒大比,负债高企的它,如果想走恒大砸3000亿元造车,通过“买买买”快速构建起汽车帝国的路子,富力集团也有点力不从心。

根据富力集团旗下上市公司,富力地产发布财报显示,截至2019年3月底,富力地产流动负债总额为1762.73亿元,非流动负债总额为1455.88亿元,负债总额达3218.61亿元,富力地产资产总额为3922.79亿元,整体负债率为82.04%。

XX然而,圈内仍有人对这种合作持乐观态度。全国乘用车协会秘书长崔东树认为,华泰汽车与富力集团合作是好事。富力集团可以使用华泰汽车进入新能源汽车市场。华泰汽车在获得资金支持,推动现有新能源汽车发展后,也将获得喘息机会。

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对于华泰来说,这是事实。但对于富力来说,过时的华泰汽车的负担是什么?富力选择沿着恒大地产“买入,买入和买入”的路径,改善其汽车制造业,加快大规模生产和推出渠道,或者像宝能集团一样,收购关芝只是扩大房地产业务的低价成本封闭。