If you lose 3.2 billion yuan, you think Evergrande will have finished building the car. Do you have any misunderstandings about the richest man?

Since Evergrande began to get its hands on the new energy automobile industry, public opinion has always emerged from time to time. It must be very hard to do public relations in Evergrande New Energy Group because of the rumor that Evergrande's car crashed and people died!

Recently, with the release of Evergrande Health's 20 19 annual financial report and the appearance of Evergrande's new sub-group, Hengdabao, public opinion has once again rolled out Evergrande's car-making pills.

The logic lies in that according to the financial report of Evergrande Health, the new energy automobile business lost 3.2 billion yuan in 2065438+2009. As a result, the entire Evergrande Health Group lost 4.9 billion yuan for the whole year.

Evergrande's new energy automobile business was established only two years ago, with a loss of/72.6 billion in 20 18 and a loss of 3.2 billion in 20 19, with a total loss of 4.926 billion.

The emergence of "Hengdabao" is interpreted as layoffs in disguise, because some employees have to be transferred from Evergrande New Energy Group.

What is Evergrande's new energy vehicle experiencing?

Does Evergrande New Energy really drag Evergrande Group to the point where it needs to "stop loss in time"? In this regard, AutoLab asked a source inside Evergrande for verification.

The source expressed his anger at the online rumors and explained the reason for the birth of "Hengdabao".

"Under the epidemic, all traditional domestic sales networks are actively seeking transformation and breakthrough. Evergrande is no exception, especially the exploration of online real estate sales has achieved satisfactory results. Evergrande plans to take network marketing as a key task, and bring the group products including new energy vehicles and life insurance into the overall layout. This is the original intention of Evergrande. "

As for the disguised layoffs of online transmission, the person immediately denied it. "As a new group based on the mode, Evergrande naturally needs to deploy employees from various business departments. In the past, the benefits of employees have not been affected, and there is no such thing as layoffs. In fact, the school recruitment of Evergrande New Energy is under preparation, and the whole group is still in the stage of personnel expansion. "

It is true that large enterprises generally adopt a matrix organizational structure, and it is inevitable that there will be overlapping personnel in the division of business and mode, so the reply given by the source is more reasonable.

As for the impact of the cumulative loss of Evergrande's new energy automobile business exceeding 4.926 billion yuan, the person also said that the loss is within the calculation range of the Group. Will the loss slow down the group's pace of building cars? It means ducks don't have to!

This means that the synchronous R&D previously announced by Evergrande covers all 15 new cars. The first mass-produced model Hengchi 1 was launched at the end of 5438+0 in 2026, with the planned production capacity of 1 10,000 vehicles in the first phase and 5 million vehicles in 10, which is still in an orderly progress.

How much is Evergrande's annual loss of 3.2 billion?

In fact, the loss in two years is nearly 5 billion, which is nothing for building a car. One year before delivery, that is, in 20 17, the first model of Weilai, ES8, suffered a loss of 758.8 million dollars, which was basically the same as that of Evergrande's new energy vehicle in the past two years.

However, in the same year before mass production delivery, Evergrande's new energy vehicle was much more dynamic than Weilai Automobile.

US$ 930 million acquired the equity of NEVS 565,438+0%, RMB 65,438+0.6 billion acquired the equity of Shanghai Kanai New Energy 58.07%, EUR 65,438+0.5 billion acquired the super-running brand Koenigsegg, and RMB 500 million acquired Tate Electromechanical. Evergrande spent nearly 20 19 just by "buying in buy buy" to lay out the industrial chain. ?

Evergrande's "moat" does not stop there. At the Global Strategic Partner Summit held in Guangzhou on October 20 19, Xu Jiayin signed contracts with 60 world-class automobile suppliers, including Bosch, Continental, ZF, Pintler, Delphi and Magna, which made many media people enjoy an unforgettable scene.

Shortly thereafter, Evergrande New Energy placed a high-profile advertisement in the circle of friends, which made110 million active WeChat users see the recruitment information of Evergrande New Energy Vehicle, and planned to recruit 8,000 top experts and technical elites in the new energy vehicle industry worldwide.

This way of spending money, less Wei Lai's loss! Public opinion is also worried that Evergrande will cut off the new energy business! Don't you think, Li Xiang and He Du are about to cast envious eyes on Evergrande?

What the media should do is to analyze how Evergrande only lost 3.2 billion yuan, instead of exclaiming that Evergrande actually lost 3.2 billion yuan! ?

How did you manage to lose only 3.2 billion a year?

Why did Evergrande's new energy vehicle business only lose 3.2 billion? In fact, we can't look at the financial situation of Evergrande's new energy vehicles with Weilai's eyes, because they have taken two completely different paths.

Compared with Weilai's financing burning mode, Evergrande has its own unique "Evergrande mode".

By consulting the information of Evergrande's new energy automobile related companies, we found that each of its main businesses is a new energy automobile company, and besides the traditional sales and R&D branch, it will also be associated with several XXX life service companies.

The main business of these life service companies is related to real estate development and property management. Together with the layout of the whole vehicle supply chain of Evergrande's new energy vehicles, these companies extend their reach to every city with layout.

That is to say, every time Evergrande New Energy Vehicle lays out its production capacity or supply chain in a city, its life service company will get the land for commercial and residential construction in the city and some preferential policies including bank loans.

On the one hand, this mode of joint promotion of garages and garages has enabled Evergrande New Energy to establish a certain sense of binding with local governments and obtain preferential policies.

On the other hand, this also makes Evergrande's car-making funds not rootless, and it can achieve "self-sufficiency" to a certain extent only by waiting for the funds for commercial and residential land development to be withdrawn.

This also explains, to a certain extent, why employees of Evergrande New Energy Automobile will send advertisements for selling houses in the circle of friends, which is related to interests, and people will not forget to dig wells!

Evergrande's determination to build a car is beyond doubt.

In fact, judging from the new forces such as Weilai and Lv Chi's final commitment to local governments, "Evergrande Model" may be the development path of new energy vehicles that is more in line with China's actual national conditions.

In a sense, it is bound to the local government, and it is doomed that Evergrande not only can't give up building cars, but even decides that Evergrande must be an OEM to maximize supply chain integration, and the snowball is getting bigger and bigger.

After all, Evergrande wants to leave, and Tianjin, Jiangsu, Henan, Guangdong, Shaanxi, Hunan, Liaoning and other provinces and cities will not agree.

No matter how difficult it is, Evergrande will not give up building cars, not to mention that Evergrande has not yet reached the point where it needs to cut meat and stop losses.

The new energy vehicle business has always occupied a high priority within Evergrande, which can be seen from the board structure of Evergrande Group.

The new energy automobile business carries the hope that Evergrande will expand its profit map and also carry the hope that Evergrande will play the synergy effect of the garage.

The rumor that Evergrande stopped making cars was just a farce after all. We have reason to believe that Evergrande will embark on a unique path in the field of new energy vehicles with its own financial resources and overall layout.

However, the automobile consumption market is very complicated after all, and Evergrande's performance needs to be tested by products.

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