Reinvest 9.6 billion, Li Ka-shing is betting on new energy vehicles


Recently, Li Ka-shing, the richest man in China, has also accelerated the pace of entering the electric vehicle industry. Changjiang Automobile, with an investment of up to RMB 5.1 billion, is the largest one. The project is located in the Yuhang Economic and Technological Development Zone in Hangzhou City. Recently, it was re-introduced into a new energy vehicle and acquired 900,000 million yuan from Japan. Tesla", a billion pounds (about 8.7 billion yuan) acquisition of a British energy company. Li Ka-shing has a shot at the market and is planning to allocate more than 10 billion yuan to the new energy market. The industry situation is very promising in the future.

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Then, Li Shufu, Chairman of Geely, even more valiantly spent 30 billion yuan to promote advanced manufacturing and productive service industries in Jianzhou, Chengdu. Sichuan has become the “new main theater” where Geely’s focus has shifted eastward. Geely has a large number of major projects in Sichuan in recent years, including the Chengdu Plateau Auto Vehicle Project, the Geely Nanchong New Energy Commercial Vehicle Project, the Geely New Energy Auto Vehicle Project, and the Automotive Cultural Center Project. According to incomplete statistics, the total investment of Geely's layout projects in Sichuan is close to 100 billion yuan.

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In recent years, major car companies have started the "joint marriage" model. JAC & Volkswagen, BAIC & Daimler, Zotye & Ford, Dongfeng & Renault-Nissan Alliance, Great Wall & Yu Jie and other domestic and international auto companies have cooperated and established subsidiaries. In addition to meeting the double-credit policy, it is also possible to explore new energy markets without affecting the points.

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As early as 2010, Li Ka-shing began investing in the new energy automotive industry, using Li Ka-shing's words: "China's new energy vehicles is one of his continuing promising market." However, Li Ka-shing, who has been hailed as an investment "God operator," has also "looked away". After taking shares in the Wulong electric vehicle in 2010, he suffered losses for many years in a row. The average annual loss was nearly 1 billion Hong Kong dollars. However, Li Ka-shing, who has a discerning eye, did not choose to give up. He loves the new energy field and is very understandable.

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In fact, Li Ka-shing had already quietly invested in Taiwan in the early years, and its investment was focused on the upstream and downstream industrial chain of new energy vehicles. This time, we will intensify our efforts to enter the field of new energy vehicles, which must be considered as the direction for future development of new energy vehicles. It is worth mentioning that the RMB 5.1 billion investment in Changjiang Automobile has received the approval from the National Development and Reform Commission for the production of 50,000 pure electric vehicles. Prepare to attack the subdivision of A0 and A00 pure electric passenger cars.

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However, in my opinion, Li Ka-shing's goal is far more than that. Judging from the current development situation, in the field of electric commercial vehicles, the current market is more open than the electric passenger car, plus the "sale-ban order." Research has started and the future of commercial vehicles is also facing challenges. Cheung Kong Motors first used passenger cars as the basis, followed by bus passenger vehicles, logistics vehicles, construction vehicles, special vehicles and other commercial vehicles, thereby covering the field of electric commercial vehicles to seize the market, perhaps this is what Li Ka-shing really wants.

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The "big brothers" of all banks gathered in the field of new energy "doing things", coupled with strong support of national policies, can be predicted that China's new energy vehicles will be like the rapid development of the "Shenzhen speed" as rapid development, China's new energy vehicle manufacturing power Just around the corner.

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China has clearly started the research and development schedule for the ban on the sale of traditional fuel vehicles, which is a subversive push for the new energy automotive industry. But so far, sales of new energy vehicles can only be described as very dismal compared to traditional fuel vehicles. Despite the introduction of relevant policies, new energy vehicles will ultimately receive less consumer acceptance. Many of these factors have contributed to the problem. If the problems are not resolved one by one, new energy vehicles will still be subject to heavy resistance if they want to develop better.

From the aspect of sales volume, the dismal market performance and the problems that have not been overcome are also a great help to the development of the industry. Although the state has great support for new energy vehicles, but do not blindly follow the trend, the first thought is the long-term plan. Ten years of trees have been a tree for a decade, and so has the automotive industry. The great achievements have never been a thing of the past.

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Secondly, it is well-known that new energy vehicles currently lead the country's subsidies, and the author does not comment on this related "subsidy". What is certain, however, is that, in the long run, reducing subsidies is very necessary. First, to reduce the country’s financial burden, the taxpayer’s money should be used in a more meaningful place than the current “subsidy”. Secondly, it can also enable companies to inspire companies to independently research and develop, produce and manufacture cars that consumers actually pay for, instead of connecting airbags to certain models, the ABS anti-lock brake system has no products, and the price is still as high as more than 100,000. .

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At the same time, in the next 3-5 years, small and medium-sized pure electric vehicle manufacturers may face a wave of closures. As we all know, compared with traditional fuel vehicles, pure electric vehicles, the technical threshold is greatly reduced. As a result, a large number of "assemble electric vehicles" manufacturers will leap into the market as if undercurrent. However, the “covering fraud investigation” is reshuffling the entire industry structure. If new energy companies that are new to entry do not receive the money, they will be alive and “drying up”. After all, building a car is a big investment industry.

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Moreover, the influx of major traditional car companies into the new energy vehicle industry will surely bring certain influence to the industry. The traditional car companies that are accustomed to mass production have natural advantages in the supply of parts and components, and naturally the cost is reduced. In the case of cost advantage, the advantages of re-entering the market are even more obvious. As a result, small and medium-sized manufacturers will surely be run on. Coupled with the fact that traditional car companies have always been "wealthy," the future of small and medium-sized manufacturers may be narrow, or closed down, or be merged.

李嘉诚,新能源汽车
In the field of new energy vehicles, despite the current strong support from the country. The drive of policies will inevitably drive the development of the industry. However, if you blindly choose to “grab a hot spot” or “get hot spots” to make short-term investments that have yielded high returns, then new energy vehicles are still a traumatic event. At present, the prices of relevant raw materials have already risen. If these trends become a means for investors to extract huge profits, the development of new energy vehicles is still in dire straits. In the new wave of energy vehicles, enterprises can only build a bridge of trust for consumers by grasping their products.

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