Yangcheng Evening News reporter Lin Xi intern Zheng Zuqin

  Since last year's "Huawei concept stock", the previously unknown Xiaokang shares (601127) became famous overnight, and the stock price also skyrocketed.

However, recently, as a partner of Huawei, the topic of Xiaokang shares has been entangled, and the stock price has also fluctuated greatly.

  Investors question the "foundry" model

  At the end of last year, Huawei released the first Hongmeng car AITO M5.

Soon after, it was reported that the display car of Huawei's flagship store was changed to the AITO M5, and the Celis SF5 model was no longer sold.

On the evening of January 9, the reporter searched for the SF5 online on the official website of Huawei Mall, and could only make an appointment for a test drive. The price was not displayed, and it could neither be ordered nor reserved.

On the other hand, Huawei Mall vigorously promotes the M5 model, which can be ordered, reserved, reserved for test drives, and promoted on the homepage.

  Recently, Xiaokang, the parent company of Celis, has been caught in a turmoil. Investors have begun to question the cooperation model between Xiaokang and Huawei, thinking that the company is more like a foundry.

At the same time, topics such as "Seris SF5 discontinued" are also continuing to ferment.

With the fermenting of the topic and the rights protection of old car owners, on January 5, Celis said that it has restarted the reservation of the SF5 model, and it can be purchased normally.

  The reporter learned that at the Shanghai Auto Show on April 19 last year, Huawei and Celis announced that they had reached a cooperation and officially released the first cooperative model mentioned above, the Celis Huawei Smart SF5.

According to the data from the Passenger Federation, as of the end of November last year, the cumulative sales volume of the SF5 by Celis Huawei was 6,997.

  The topic also spilled over to stock prices.

From the capital market, it is found that from December 23, 2021 to January 7, 2022, the share price of Xiaokang shares fell by 31%.

At the close on January 7, the share price of Xiaokang shares was reported at 52.56 yuan, with a total market value of 71.478 billion yuan, while the total closing market value on December 22, 2021 was 103.6 billion yuan, and the market value of 11 trading days evaporated about 32.1 billion yuan.

  On January 7, Xiaokang Co., Ltd. released a record of investor relations activities, in response to the rumors that the foundry and SF5 had stopped production. Xiaokang Co., Ltd. made it clear that Xiaokang Co., Ltd. did not do OEMs before and now, let alone a foundry.

According to the strategic agreement and joint business cooperation agreement and related agreements signed between the company and Huawei, Huawei is a long-term partner.

In the automotive business, from R&D to manufacturing to delivery, the company is responsible for R&D, manufacturing, delivery, service, and creating a full-lifecycle user experience; Huawei is deeply involved in product definition, quality control, and channel sales.

  Xiaokang shares also stated that SF5 and Wenjie M5 are both models of Celis, and will continue to launch new models to continuously meet the needs of more users.

For the company, it will not take the initiative to stop the production of models. As long as users have demand, it will be produced and delivered. For the SF5 model, it will not take the initiative to stop production.

  In the future, it will be equipped with Huawei's high-end autonomous driving.

  At the beginning of last year, due to Huawei's announcement of a strategic cooperation with Xiaokang Co., Ltd., it entered the new energy vehicle.

In the first half of last year, Xiaokang shares had a gratifying trend in the secondary market, rising from an intraday low of 12.93 yuan on January 15 last year to an intraday high of 83.83 yuan on June 22 last year, an increase of 548%.

However, some market analysts believe that due to the lower-than-expected sales of SF5, the share price of Xiaokang shares in the second half of last year showed an oscillating decline.

  Regarding the less-than-expected delivery of the Celis SF5, the company's executives said that only about 8,000 SF5s will be delivered in 2021, and the reason for the small delivery is mainly due to chip problems.

  Regarding the delivery and production of Wenjie M5, the company responded that there will be small batch deliveries in February this year, and batch deliveries will begin in March this year.

The Wenjie M5 is mainly produced in the Liangjiang factory in Chongqing. The factory can produce 30 vehicles per hour, and the automation efficiency is still very high. The monthly output can reach 15,000 vehicles.

  In the follow-up model planning, Xiaokang expects to launch a new large SUV at the end of the second quarter or the beginning of the third quarter.

A new large-size SUV is currently under development, which is expected to be released in 2023. At the same time, a pure electric model will be released this year, and a pure electric version of the M5 will be launched in the future.

And follow-up models will definitely have Huawei's high-end autonomous driving.