Author: Han Zhongnan
The new energy vehicle track continues to attract crossovers.
In February of this year, Juneyao Group, the parent company of Juneyao Airlines, announced its official entry into the car manufacturing industry, and released the strategic concept of "Auspicious Great Travel".
It is reported that according to the plan, JuneYao Group will cover the two main travel scenarios of air and land through Juneyao Airlines and Yundu Auto from the three dimensions of hardware, software and services, and provide users with integrated services.
On the evening of February 28, JuneYao Group and Yundu Automobile announced that the first staged results of the cooperation were officially implemented, and its brand-new pure electric SUV Yuntu was launched.
Can the new energy vehicle track still accommodate new car brands?
Is there still a chance to choose to enter the game across borders at this time?
What kind of sparks will a car collide with an airline?
With the entry of JuneYao Group, this series of problems has attracted the attention of the industry.
It has been a long time since the layout of the chess game
According to public information, Yundu Automobile, the partner of JuneYao Group, was established in 2015 and is a representative of a new force company that started car manufacturing earlier in China.
Behind Yundu Automobile is Fujian Automobile Industry Group. Yundu Automobile obtained the new energy vehicle production license issued by the Development and Reform Commission in January 2017, becoming the tenth enterprise in China to obtain the qualification for the production of new pure electric vehicles, and also the second. A new energy passenger car company approved by the Ministry of Industry and Information Technology.
Within two years after the establishment of the company, Yundu Auto quickly improved its product layout, launched two models of Yundu π1 and π3, and overcame mass production and delivery difficulties in 2018, completed sales of 9,300 vehicles and achieved 100% delivery.
However, after a short period of high light, due to the sudden increase in market competition and the lack of its own product strength, Yundu Motors began to fall into a development dilemma.
According to public information, the net losses of Yundu Automobile from 2017 to 2021 were 95 million yuan, 138 million yuan, 177 million yuan, 204 million yuan and 213 million yuan respectively, and the loss in the first quarter of 2022 was 55.7136 million yuan.
On April 13, 2022, Haiyuan Composites announced that the company intends to transfer its 11% shares in Yundu Automobile to Zhuhai Yucheng for a transfer price of 22 million yuan.
After the above transaction is completed, Haiyuan Composites will no longer hold equity in Yundu Automobile.
The above announcement shows that as of March 31, 2022 (unaudited), Yundu Automobile's total assets are 1.652 billion yuan, total liabilities are 1.682 billion yuan, and net assets are -30.7964 million yuan.
It was against this background that JuneYao Group increased its capital in Yundu Motors, and made a high-profile announcement to enter the field of car manufacturing across borders.
According to public information, JuneYao Group was established in July 1991 and has now formed five major business segments: air transportation, financial services, modern consumption, education services, and technological innovation. It owns Juneyao Airlines, AJ Group, Great Eastern, and JuneYao Health 4 listed companies.
In this cross-border car manufacturing, JuneYao Group's main concept is to use the company's advantages in the aviation field to form an integrated service covering the two main travel scenarios of aviation and land.
Wang Junjin, chairman of JuneYao Group, said that as the first domestic conglomerate that owns both airlines and automobile companies, JuneYao Group has the responsibility and even more obligation to promote the integration of the travel ecology and improve the overall travel efficiency of the society.
Is there still a chance for cross-border car building?
In recent years, companies from various fields such as the Internet, travel, technology, batteries, liquor, etc. have collectively been optimistic about the new energy vehicle track and entered into cross-border car manufacturing. first case.
As the competition in the new energy vehicle market has become increasingly fierce, the outside world has many concerns about JuneYao Group's choice to enter the new energy vehicle market at this time.
In this regard, Wang Junjin believes that with the years of development of the domestic new energy vehicle market, domestic regulations, policies, supply chains, technologies, markets, and talent teams are gradually maturing, and it is not too late for JuneYao to enter the new energy vehicle market .
"New car-making forces have been surging in recent years, and the competition is relatively fierce," Wang Junjin said. We believe that with the maturity of capital market rationality and user concepts, the model of burning money to build cars is no longer feasible, so everyone is concerned about the market. The style of play must gradually become more rational, and return to the origin of electric vehicles and the business model of sustainable development.
It is reported that a few years ago, JuneYao Group started the establishment of the automobile segment and R&D center.
It has been explored in technical fields such as complete vehicles, three electric vehicles, global safety, smart cockpit and automatic driving.
Regarding the official cross-border car manufacturing, Wang Junjin pointed out that JuneYao Group is going to build the 2.0 model of new energy vehicles. This model is to have a profitable and gross profit model, relying on its own blood production, technology, product experience, and product experience. Competitive advantage to sustainable development.
It is understood that in addition to the just-launched Yuntu, the second product jointly created by JuneYao Group and Yundu Automobile has been exposed in advance and is expected to be officially unveiled next year.
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