Affected by this news, JAC stopped trading on the afternoon of 27th, with orders exceeding 1.6 million lots. In the past five trading days, JAC's share price has quadrupled, hitting a new high since 2065438+April 2009.
But soon, Anhui Jianghuai Automobile Group Co., Ltd. issued a risk warning, saying that its controlling shareholder, Jiang Qi Holdings, was planning to introduce strategic investors. At present, it is in the initial stage of planning, and the final plan has not yet been formed. So there is great uncertainty in this matter. At the same time, the introduction of strategic investors by Jiang Qi Holdings does not involve the change of control rights of Jianghuai Automobile Group Co., Ltd.
After consulting industry experts, Shuidi Auto APP believes that under the clear policy of the central government to actively and steadily promote the reform of mixed ownership of state-owned enterprises, the mixed reform of Jianghuai is imperative. But not the public.
First of all, judging from the public's clear statement that SEAT will be suspended from entering China, the public is not interested in JAC.
As early as 2065438+September 2006, Volkswagen signed a memorandum of understanding with JAC on joint venture and cooperation. In 20 18, Audi AG (China), JAC Automobile and SEAT formally signed an agreement. JAC Volkswagen will introduce SEAT brand before 202 1, and be responsible for the localization of SEAT products, as well as the R&D and manufacturing of electrification.
However, from 20 16 to now, JAC Volkswagen has not made substantial progress in cooperation except for the launch of a small pure electric SUV-Sihao E20X on 20 18. Last year, the drip car APP was reported by sources, and the Jianghuai Volkswagen project has been stranded. Not only has the product repeatedly jumped the ticket, but even the management team originally planned by Volkswagen for the Jianghuai Volkswagen project is no longer formed.
In March this year, the statements made by the CEO of Volkswagen Group Diss and Wayne Griffiths, the sales director of Seat, further proved that the Jianghuai Volkswagen Project is a flower in the water.
At the financial meeting of Volkswagen Group, Diss bluntly said: "In 20 19, Skoda faced severe challenges in the China market and lost a lot of shares. To sum up, due to the rise of independent brands in China, small brands have been hit hard. Besides, entering a new market means a lot of investment. If we want to mass-produce in China, it may be too late now. Therefore, it is reasonable for the SEAT brand not to enter the China market in 2020. "
Wayne Griffith also said that he "overturned" the previous cooperation plan. He said that SEAT will not participate in the joint venture between Volkswagen China and JAC, but "SEAT will continue to cooperate with JAC on R&D projects" and continue to promote the production and sales of electric vehicles. SEAT will now focus on deepening the European market and expanding the Latin American market.
In fact, Diss has explained the second reason why Volkswagen will not participate in the Jianghuai mixed reform-now the main business of Volkswagen in the China market has declined as a whole, which can be described as self-care. According to the statistics of the Federation, the wholesale sales of FAW-Volkswagen and SAIC-Volkswagen, the two most important joint ventures of Volkswagen in China, decreased by 65,438+07.5% and 50.4% respectively from June to April this year.
Among them, SAIC Volkswagen began to show fatigue last year, and the decline this year is much higher than the overall level of the passenger car market. In order to achieve a rebound in sales, SAIC Volkswagen had to start a price war again. Skoda officially dropped in April, and some media broke the news a few days ago. The company has begun to implement a 60% discount policy for internal employees to buy cars.
Although FAW-Volkswagen grew overall in April, the sales volume of Volkswagen brand terminals decreased by 8.4% year-on-year, slightly higher than the 5.6% decline of the overall passenger car market in the same period.
What makes Wolfsburg even more uneasy is that Japanese competitors are gaining momentum, their sales and market share in China are rising rapidly, and the distance with the public is getting smaller and smaller.
At present, Volkswagen has Jetta in the low-end market in China and Skoda in the niche market. Another seat is not only a "chicken rib", but one of us may also hit one of our own. As for the new joint venture project, SAIC Audi is obviously a hundred times more important, and Volkswagen has no time to take care of Jianghuai Volkswagen, let alone the mixed reform of Jiang Qi Holdings.
According to media analysis, Guo Xuan Hi-Tech, which is controlled by Volkswagen, is an electrified layout that will be fully rolled out. According to Volkswagen's plan, 50 new pure electric vehicles will be launched before 2025, of which more than 30 will be put into the China market; By 2028, the total output of Volkswagen electric vehicles will reach 22 million, and the China market will account for more than half, at least 1 1.6 million.
To achieve such an ambitious goal, we must first expand production capacity. At present, Volkswagen has two electric vehicle factories in China, namely FAW-Volkswagen Foshan Factory and SAIC- Volkswagen Anting Factory, with a cumulative annual production capacity of about 600,000 vehicles. In May last year, the Jianghuai Volkswagen New Energy Factory also started construction. It is expected to be completed in June this year. After completion, it can achieve an annual output of 654.38+10,000 pure electric passenger cars.
According to the calculation of this media, the annual production capacity of 700,000 vehicles is less than half of Volkswagen's planned output, so it seems a good choice to invest in Jianghuai Automobile, which is known for its new energy.
In this regard, experts said that if Volkswagen can really implement this plan as it said, it is naturally meaningful to take a stake in Jiang Qi Holding Company. But the question is, will the public really "talk"?
Although new energy vehicles have strong support from the state, it is an indisputable fact that the domestic electric vehicle market is cold due to the decline of subsidies. The period of large-scale expansion has passed, and even if Volkswagen All in is electrified, this situation will not be ignored. Before SEAT entered China, it invested heavily in Jianghuai.
From this point of view, it is probably the wishful thinking of the capital promoters that the public enters the Jianghuai mixed reform. If we say who will be the investor eventually introduced by Jiang Qi Holdings, Weilai is more likely than Volkswagen.
The industry expert told the drip car APP that Weilai's investment in Hefei should be in exchange. "With so much money, you always have to go back to the local area." At present, the trend of deep binding between Weilai and Jianghuai is well known. Presumably, the Anhui government does not want fat water to flow to foreigners.
"Of course, there will be other entrants, but it will definitely not be the public."
Text/Yin
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.