Beiqi New Energy 1 month sales of 2006 vehicles decreased by 55.54% year-on-year.

1, BAIC new energy 1 monthly sales of 2006 vehicles? It decreased by 55.54% year on year.

BAIC Blue Valley recently released the production and sales data of this enterprise in June 2020 of 5438+ 10. The output of BAIC New Energy in June 5438+ 10 was 1602 vehicles, up by 1028. 17% year-on-year, but the terminal sales volume was only 2006 vehicles, down by 55.54% year-on-year.

Photo: Beiqi Blue Valley Official Announcement

Beiqi New Energy is not alone. According to the data of China Association of Automobile Manufacturers, the overall sales volume of new energy vehicles and passenger cars in June 5438+ 10 was 39,000, down 54.5% year-on-year. Behind the sharp decline in sales, there are two well-known reasons and an inconspicuous factor.

Double effects of Spring Festival and epidemic situation

Under normal circumstances, due to the nature of products, car sales will decline at the beginning of the year. On the one hand, the sales volume of the previous year was overdrawn in 65438+February, and on the other hand, it was affected by the Spring Festival holiday.

Since 20 19, BAIC New Energy has rearranged its product line and product positioning through the strategy of "product up, brand up". The brand-new EU series and EX series are gradually replacing the original EC series and becoming the main sales force of the brand. The sudden outbreak of its sales at the end of 20 19 can also be regarded as an early overdraft of 1 sales, which passed before the Spring Festival.

On the other hand, it is the epidemic that has started to break out on the eve of the Spring Festival that reduces the mobility of people, and the subsequent Spring Festival holiday further shortens the effective sales time of 1 month. Another influence of the Lunar New Year is that consumers' desire for consumption has shifted from commodities to small commodities, and the decline in consumers' purchasing power of automobiles has become one of the reasons why the monthly sales of BAIC New Energy/KLOC-0 is much lower than that of the same period last year.

"Aftershock" of Subsidized Slope Retreat

The year-on-year sales of BAIC New Energy 1 dropped sharply, which may be partly due to subsidies, in addition to the impact of the epidemic and the Spring Festival holiday.

There are two key nodes in the decline of subsidies for 20 19 new energy vehicles. At the end of March and June, there was a new energy market with great subsidies. As a car company with excellent performance in the new energy market, BAIC New Energy is naturally more likely to obtain sales of 45 12 vehicles in the off-season. After the decline in subsidies, the new energy market has also been greatly affected, while the sales volume of BAIC New Energy decreased in June. It can also be regarded as a continuation of the downward trend of 2019 (except12). Not only BAIC new energy will be affected by this, but most new energy automobile companies will also be affected. To solve this problem, it is necessary to adjust from both product and demand, which is not a situation that an automobile enterprise can reverse.

With the development of the epidemic situation, the time to resume work was postponed from 65438+1October 3 1 February 10. In order to avoid the further spread of the epidemic, traffic in public places such as 4S shops may not be restored until the epidemic is relatively stable. Until then, the sales volume of the automobile market should continue the current downward trend, but there is no need to worry too much. The backlog of demand will definitely be in an epidemic. (Source: Geshi Automobile? Xia Yanming)

2. Tesla seeks $2 billion in financing.

(Source: Tesla official website)

According to foreign media reports, on February 13, Tesla announced that it planned to raise 2 billion US dollars by issuing common shares, which changed the policy of "not selling new shares" that had been declared many times before. In the past few months, Tesla's share price has been rising all the way.

Tesla said it will issue 2.65 million new shares, CEO Elon Musk? Musk) will buy shares worth up to $6.5438+million, and Larry, a member of the company's board of directors and co-founder of Oracle Bone Inscriptions Company? Ellison will buy up to $654.38 million in shares. Tesla said that the company plans to consolidate its balance sheet and general corporate purposes through the funds obtained this time.

In the pre-market trading of US stocks that day, Tesla's share price fell by up to 7%, but in early trading, the stock recovered some lost ground and the decline narrowed to about 1%. Since the company released its quarterly financial report in June+10 last year, Tesla's share price has tripled. At present, Tesla's market value has exceeded the sum of the market values of General Motors and Ford Motor Company.

Musk has told investors many times before that although the company has a number of costly plans, such as producing new models, increasing the production capacity of the China factory and building the first European factory, they don't need financing.

At the earnings conference call held on June 29, 65438/KLOC-0, some investors asked Tesla why it didn't use its rising share price to speed up production. In this regard, Musk's response is: "Now financing is meaningless." Musk said that the company has the ability to generate enough cash on its own to fund its plan. Musk said: "It doesn't sound wise to dilute the company's equity in order to repay the debt."

Musk also said that Tesla needs to produce more batteries to increase the production capacity of vehicles. In addition, the battery capacity is also related to some other projects of the company. For example, if the battery capacity cannot be improved, its electric semi-trailer project cannot be promoted. Tesla is currently developing its electric pickup truck, a new generation of electric supercar Roadster, and the company's autonomous driving function.

Considering Musk's previous remarks, Tesla's latest financing decision will surprise some investors, Wedbush analyst Daniel? Ives said in a report: "In our view, the scale of this financing is larger than many people expected. But we believe that this is a wise decision made by Musk and the board of directors. The company has regained its dominant position and they will take advantage of it. "

By the end of 20 19, Tesla's outstanding debt reached134.2 billion USD. This year's 1 financial report shows that the company has achieved profitability for the second consecutive quarter. Tesla also said that this year's output will easily exceed 500,000 units.

In May last year, in order to start producing vehicles in China and develop vehicles including Model? Tesla raised about $2.3 billion for new models including Y and semi-commercial trucks. After the last round of financing, Tesla built a $2 billion factory in Shanghai and released a futuristic Cybertruck pickup truck. Its Shanghai factory also began to deliver vehicles last month.

In this financing, Goldman Sachs and Morgan Stanley are joint bookkeepers of Tesla, and Barclays, Bank of America Securities, Citigroup, Credit Suisse, Deutsche Bank Securities and Wells Fargo Securities are additional bookkeepers. Underwriters will be able to buy up to $300 million in additional shares. (Source: Geshi Automobile? Nebula)

3. Tesla: Coronavirus becomes a new financial risk.

(Source: Tesla official website)

According to foreign media reports, Tesla said on February 13 that the coronavirus pneumonia-19 (novel coronavirus) that broke out in China and around the world may have a substantial adverse impact on the company's business.

The company in its 20 19? In the risk factors section of document 10-K, "epidemic disease" is mentioned for the first time, and it is regarded as a new risk that the company's finance will face.

Tesla wrote in this document:? "From 2065438 to the end of 2009, the media reported a public health epidemic originating in China, which led the China municipal government to take preventive measures and suspend some business trips and business activities. Shanghai Super Factory was closed for a short time, and the factory resumed work in February 2020, rejoining the ranks of our continuing American factories. It is not clear whether and how much the global supply chain, especially the supply chain of auto parts, will be affected if the epidemic continues. Such events beyond our control may bring related expenses or delays, which will have a significant adverse impact on our business, operating performance and financial status. "

Previously, Tesla Chief Financial Officer Zach? When Kirkhorn talked about shareholders' concerns about the epidemic in the earnings conference call, he played down the possible impact of the epidemic on the company: "At present, due to the government's request to close the factory, what is the Shanghai factory model? 3' s capacity improvement process will be delayed by one week to one and a half weeks. This may have a slight impact on the profit this quarter, but due to the models made in Shanghai? The contribution to profit is still in the initial stage, so the impact is limited. We are also paying close attention to whether the supply chain of fremont factory will be interrupted. So far, we haven't found anything substantial. "

Earlier this week, with the help of the Shanghai government, Tesla's Shanghai factory reopened, and then the company's share price ushered in a rise. It is not clear when Tesla and other car companies will be able to resume full production in their factories in China, or at least restore their production capacity to the level before closing the factories at the end of last month. In addition, Tesla temporarily closed all its stores in China. (Source: Geshi Automobile? Nebula)

4. The ban on the sale of fuel vehicles in Britain was advanced to 2032.

(Source: Jaguar official website)

According to foreign media reports, the deadline for Britain to ban the sale of fossil fuel-powered vehicles has been advanced again. At present, there are only 65,438+02 years left before fuel vehicles bid farewell to the British market.

British Minister of Transport Grant? Shapus? February 12 He said that British Prime Minister Boris Johnson? The government led by Johnson seeks to stop selling new gasoline and diesel vehicles by 2032, so as to achieve the goal of zero emissions in the middle of this century.

The latest target is three years ahead of the 2035 deadline announced by Johnson a week ago and eight years ahead of the 2040 deadline announced by the British government two and a half years ago. Shapus said in an interview with the media: "Last week, the Prime Minister said that we hope to do this at least by 2035. We said before that in 2035, even in 2032. " He said that the consultation document will include options for 2032.

This decision in Britain may aggravate the concerns of automakers. Manufacturers have previously warned that the goal of banning the sale of diesel vehicles in 2035 will have a huge impact on sales. Carmakers say the new targets must be accompanied by financial incentives, policies and investment.

Johnson's new goals also include hybrid cars and plug-in hybrid cars. During the period of 65438+ 10 this year, the sales of these two cars both exceeded 1.3 million. In that month, the sales volume of pure electric vehicles tripled to 4,054 vehicles, and the market share of vehicles equipped with alternative powertrains this month was about 12%, reaching the highest level in history.

The British government hopes that the ban will promote the sales of pure electric vehicles, not only reduce pollution, but also help attract vehicle manufacturers to join Johnson's Conservative Party platform declaration and establish the first battery super factory in Britain. (Source: Geshi Automobile? Nebula)

5. Does Tesla cut down trees to build factories? Stopped by a German court.

(Source: Tesla official website)

According to foreign media reports, in order to build its first European automobile and battery production plant in Germany, Tesla carried out forest cleaning work near Berlin. However, on February 16, the high administrative courts in Berlin and Brandenburg ordered Tesla to stop cutting down trees, which was a victory for local environmentalists.

In June last year,165438+1October, Tesla announced that it would build a super factory in Glenhead, east of Brandenburg, Germany. Previously, the Brandenburg State Environmental Office had approved Tesla to clean up 92 hectares of forest for the construction of the factory. However, the planning of the super factory has not yet been approved, which means that Elon Musk (Elon? The company's ongoing preparations require them to take their own risks.

The court said in a statement that an order has been issued to Tesla to stop cutting down trees, because it only takes Tesla another three days to complete all the cutting work. If the order is not issued as soon as possible, Tesla will have finished logging before the judge makes a final ruling on the requirements put forward by local environmental organizations. The environmental organization that appealed to the court is called the Brandenburg Green Alliance (Gruene? La Liga? Brandenburg).

Opponents of Tesla's construction have attracted the attention of local and national legislatures, and hundreds of demonstrators protested that the super factory would pose a threat to the survival and water supply of local wildlife.

At present, Tesla has two super factories in the United States and one in China. As more and more investors began to believe in Musk's vision, the company's share price has soared by 340% since the beginning of June last year. (Source: Geshi Automobile? Nebula)?

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