Anhui university of technology joke

New energy vehicles are "broken" for the automobile industry, and the automobile industry that strives for novelty and perfection is "broken" for the GDP of second-and third-tier cities.

But first, there must be a "game".

In recent years, a number of second-and third-tier cities are also actively "playing games".

No industry focuses on new energy, new materials and IT information technology like automobiles. The places and regions that can break through in this round of automobile industry competition will have the opportunity to lead the development of automobile industry, and their status in the whole province and even the whole country will be completely different.

However, the advantages of automobile industrial clusters such as the Yangtze River Delta, the Pearl River Delta and even Wuhan cannot be "painted" in three or two years.

(1) Jiangxi and Jiangsu: The Tragedy of Overlord's Hard Bow?

In 20 16, the "cheat to make up the door" broke out, and 72 car companies defrauded 9.2 billion yuan-even with such lessons, such as Jiangxi and Jiangsu, they still went to the "gambling table"-by extending the invisible hand of the government, they fully promoted the development of automobile industry clusters.

In this sad year of 2020, according to incomplete statistics, there are no fewer than five new energy automobile enterprises, including Lindsay, Baiteng, Bojun, Huatai and Changjiang.

In 2020, the new car-making forces in China experienced a new reshuffle. The stock prices of Weilai, Tucki and Ideal soared, and the suspension of some new car-making troops on the other side exposed the bullies in Jiangxi and Jiangsu. The well-known story of "dumping the temple and fattening the abbot" trampled on the investment trust of the automobile industry chain.

(2) Hefei municipal government is the "best venture capital institution"?

In 2020, there was a story circulating in the investment circle, saying that "the best venture capital institution in China" was actually the Hefei Municipal Government-in 2007, it took out one-third of the city's fiscal revenue, invested in BOE, and finally earned more than 65.438 billion; 20 1 1, took out10000000000000000000-odd gambling on semiconductors, invested in Changxin/Zhao Yi's innovation, and won. It is estimated that the floating profit10000000000000-odd; In 20 19, another10 billion invested in new energy, and the new energy sector of Volkswagen also landed in Hefei through Jianghuai Volkswagen-Hefei became the "network celebrity government" in the investment circle for a while.

"Husband only hand Wu Gou, spirit is higher than hundred feet. Who wrote 10,000 years of history? Eight thousand miles away! " The pioneering spirit of Anhui people has been passed down since ancient times. Hefei is one of the earliest cities to develop new energy vehicles, and it is also one of the few cities among the 25 cities in three batches of "Ten Cities and Thousand Vehicles Project".

In April 2020, the framework agreement for Weilai's headquarters in China to settle in Hefei was formally signed, and in June 5438+00, Weilai's headquarters in China was officially opened.

In September 2020, Hefei Industrial Investment Guidance Fund Co., Ltd. took out 654.38 billion yuan to lead the investment in Weimar Automobile, a new car-making enterprise; In the same month, Anhui Provincial People's Government and Zhejiang Geely Holding Group signed a strategic cooperation agreement in Hefei, and Geely Group began to settle in Hefei.

In June 2020165438+1October 12, Tesla Automobile Sales & Service (Hefei) Co., Ltd. was incorporated, and its business scope included the sales of new energy vehicles.

According to incomplete statistics, Hefei has successively implemented more than 50 major projects in the new energy automobile industry, with a total investment of over 50 billion yuan.

At present, Hefei has gathered more than 20 upstream and downstream enterprises/kloc-0, including Weilai, Jianghuai, Weimar, Guo Xuan Hi-Tech and Huating Power, forming a complete industrial chain covering complete vehicles, key components, applications and supporting facilities.

(3) How to "play games"?

Many people may say that Anhui is only optimistic about Wuhu (with Chery Automobile as the leader, 20 14 was recognized as a national innovative cluster pilot by the Ministry of Science and Technology, and it is the only new energy automobile industrial cluster in China recognized by the Ministry of Science and Technology). What advantages does Hefei have in terms of regional resources, industry resources, industrial chain (cluster) resources and enterprise ecosystem resources? How does Hefei "play"?

65438+February 65438+February, the research group of coordinated development ability index of cities in the Yangtze River Economic Belt released the Index of Coordinated Development Ability of Cities in the Yangtze River Economic Belt (2020). The index has been released every year since 20 15, and this year is the sixth time. According to the Index Report, the top ten cities in terms of collaborative development capability are Shanghai, Hangzhou, Wuhan, Chengdu, Nanjing, Chongqing, Suzhou, Changsha, Ningbo and Hefei. Shanghai ranked first with a score of 66.0 1, ranking first for six years in a row, with a remarkable leading role. Hefei ranks among the top 10 for the first time.

Caption: Distribution map of urban agglomerations with coordinated development capacity in the Yangtze River Economic Belt (2020)

Caption: In the ranking of science and technology, Hefei ranks sixth among 1 10 cities.

In June 1 65438+1October 19, the "Implementation Opinions of Hefei Municipal People's Government on Accelerating the Development of New Energy Automobile Industry" was issued, stating that "the scale of new energy automobile industry exceeds 1000 billion, and the vehicle production capacity reaches110,000 vehicles, and the quality brands are internationally competitive. The release of the Opinions is expected to have a positive impact on the new energy automobile industry and related industries such as lithium batteries.

The policy tendency is in place in time, and scientific research innovation is also the weight of Hefei. Anhui has a large number of automotive talents, such as Hefei University of Technology, the low-key 2 1 1 engineering university, and Xu Ping, Yin Tongyue, Miao Wei, Zuo Yanan and other important figures in the automotive industry all graduated from Hefei University of Technology. This group of automobile industry management has influenced the development history of Anhui and even China automobile industry.

(4) Is Hefei really profitable?

Hefei is one of the few new energy investors who can spend money quickly and make money on time. At the beginning of 2020, Weilai was once again bearish by the capital market. Unlike local governments such as Yizhuang in Beijing and Huzhou in Zhejiang, where Weilai's life hangs by a thread, Hefei decided to become Weilai's strategic investor, holding 24. 1%.

Subsequently, Weilai's share price soared by over 1200%, and its market value reached $73 1 100 million, surpassing the parent company of Mercedes-Benz-Hefei as the big winner in Weilai's share price surge.

Hefei, which really makes money, can learn from not only its "vision", but also its multi-insurance cooperation model is worth learning from other cities.

It seems that the Hefei municipal government has vowed to help in a timely manner. In fact, it is "don't scatter the eagle if you don't see the rabbit", which is implemented step by step and received in batches.

According to the agreement, three state-owned strategic investors, Hefu Construction, SDIC Investment Promotion and Anhui High-tech Production, invested more than 654.38+000 billion yuan in Weilai for five times, and set KPI indicators in revenue, tax payment and sales, which is equivalent to an insurance mechanism.

The essence of cooperation between Weilai and Hefu is "high-performance gambling" equity financing.

First of all, Weilai exchanged shares for money.

Weilai set up "Weilai China Headquarters" in Hefei, and Weilai (China) is equivalent to a "joint venture" in China, selling part of the proceeds from the China market in exchange for the investment of the local government.

Compared with Weilai's market value of RMB 37 billion at that time, Hefei's RMB 65.438+0.45 billion can actually account for at least 40% of the equity of the new company, but Hefei is not just looking at the numbers. "The project plans to raise 654.38+045 billion yuan for the company's research and development, market system establishment and operation; At the same time, it plans to build the headquarters and R&D base (65.438 billion yuan) and the second production base (65.438 billion yuan). " On the one hand, Hefei requires Weilai to put the whole R&D and manufacturing system in Hefei-to promote industrial upgrading and local employment, and at least 2.5 billion yuan out of 65.438+0.45 billion yuan must be used locally. Second, "cash financing" is not adopted, but for example, the distribution of factories, the distribution of Jianghuai income (Jianghuai works for Weilai) and so on.

Second, acting is gambling.

"Weilai (China) will earn 65.438+0.48 billion yuan in 2020; After 4 years, the revenue of Weilai (China) will reach 654.38+02 billion yuan, including 6-8 models listed; In five years, the total revenue reached 420 billion, and the total tax revenue was 7.8 billion. "Among them," 2024120 billion "is basically an annual increase of 68%. At present, only a few brand car companies in China, such as Geely, Great Wall and SAIC-GM-Wuling, have exceeded 100 billion in sales. Weilai's challenge goal depends on the future. After all, the reasons such as "macroeconomic slowdown", "industry growth slowdown", "new business development progress is slower than expected", "business transformation and upgrading is difficult", "cost increase" and "human interference" are also challenges in the same period.

(5) Kung Fu is angry

According to statistics, more than 200 new energy automobile enterprises have been established in the past few years. Behind every "PPT master" are different local governments and dozens of capital investors, with investment ranging from tens of billions to tens of billions.

When a new car-making force strangled by fanaticism disappears, Weilai has become the best gambling sample of Hefei municipal government in 2020. Hefei is expected to become the sub-center of the Yangtze River Delta.

In the new energy industry, the money of previous "local governments" was not earned by luck alone.

We should know more about what's in that blind box.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.