Take off the well -off vest, is Selis still familiar with the public?

This article was original by Sutoo123

Author / Hao Danchun

Cover Map Source / AITO Official Weibo

From "non -mainstream" to mainstream, from automotive accessories factory to new energy car building "post -waves", relying on the wave of "new energy vehicles", Xiaokang shares have gradually stepped out of a new road ...

A few days ago, Selis issued an announcement saying that the company has recently completed the registration procedures for industrial and commercial changes and obtained the "Business License" issued by the Market Supervision and Administration Bureau of Chongqing Shapingba District. Rename "Selis Group Co., Ltd.".

According to the previous announcement, August 2nd (today) will be renamed Selis's official date as a well -off shares. It can be said that in addition to the hard work of Xiaokang as a vehicle manufacturer, behind this renamed, it also implies its desire for the real name of the car.

It is worth noting that this is not the first time that Xiaokang shares is renamed. As early as 2007, it was successfully transformed from the spring manufacturer Yu'an Group to the vehicle manufacturer with the spring manufacturer of the spring.

However, Dongfeng blows again, and takes off the "well -off" vest on it to put on the "Selis" jersey. In front of it is the flat and flat Kangzhuang Avenue, or the "Dongfeng Break" that is sad?

From Xiaokang to Selis, because of transformation, it becomes the new pet of capital

If the well -off in 2021 is still in the transition stage of "traditional car companies to transform to new energy vehicle companies", then in 2022, it has established a foothold and has its own "place" in the new energy vehicle market.

At the same time, the stock price of Xiaokang's shares in the first half of 2022 also reached 36.17%, not only ranked second among listed car companies, second only to Changan Automobile, which was only 50.48%of the increase, but even higher than the new forces of the new forces (25.63 of the new forces of the car (25.63 %) And BYD (24.01%).

Behind the trend of stock prices is the dividend of "everyone knows" and Huawei cooperate with Huawei. Judging from the timeline, its first cooperation with Huawei is traced back to March 2021.

As we all know, Huawei car building is mainly divided into three modes: simple parts supply model, Huawei Inside (Hi) joint development and development model, and in -depth intervention model of smart car selection mode. In the three modes, Huawei participated in automotive manufacturing and sales The degree of the link is shallow and deep. This point on Sutu.com's previous tweet "Huawei" Borrowing Chicken Eggs "out of AITO, Selis could not escape the" cannon fodder "? "It is also mentioned.

And Xiaokang's choice is the smart car selection mode.

In 2021, Selis and Huawei collaborated on the launch of the SF5 Huawei Wisdom Edition. It is reported that this product comes from existing models and is the first electric vehicle to settle in Huawei's sales network. However, the SF5 of Zhichuan has an mediocre response, with only 8086 units in the year.

Sutu.com believes that the main reason for the "bleak state" of SF5 is the "very limited" participation of Huawei in the process of cooperation. It is reported that the SF5 SF5 does not have the "Huawei Huawei's Hongmun OS System and other technical capacity such as Huawei", "Vehicle Wi-Fi and HUAWEI HICAR" reflected on the official APP and pages of the promotional sheet. On the complaint platform, SF5 also involves complaints such as "actual fuel consumption", "battery life deficiency", and "vehicle stuttering".

It may be the "heat" brought by the first cooperation that made Xiaokang's shares taste the "sweetness" blessing of Huawei. In December 2021, the two sides jointly launched a new high -end new energy brand AITO. This time, the form of cooperation between the two parties was also by the "well -off shares of the SF5 of SF5, which is responsible for R & D, manufacturing, delivery and other supply chain links. Huawei is mainly responsible for brand and channel sales." Marketing, sales, service and other core links ".

In this context, the M5 and M7, which have been born in one after another, "opened all the way". Asked about the M5 for 87 days, the sales volume exceeded 10,000. As a reference, the three major vehicles "Wei Xiaoli" completed this data for 184 days, 188 days, and 175 days, respectively. In July 2022, 7228 were delivered in the seminar series, a record high.

Selis's "prejudice"

Needless to say, now the interrogation world M5 and the question world M7 shine, the label "Huawei blessing" has played a key role and quickly formed two models. With 2022, "breaking 10,000" speeds to match for several years for several years The previous "breaking 10,000" speed has lost fairness. After all, "Wei Xiaoli's" car construction career is accumulated by the blue ocean, and the rapid growth of Selis is based on the accumulation of many years of experience in China's new energy vehicles. of.

In addition, as the "post -waves" of the car market at the moment, when the M5 and the questioning world M7 are hot, it is difficult to escape the "backward technology".

On the social platform, Li Ruifeng, CEO of Geely Automobile, brought#Yu ​​Chengdong to say that the extended vehicle is not advanced. And subsequent posts supplemented saying, "Just make a lot of money for the extended process, why should you say it?"

Volkswagen Feng Sihan was asked how to think of the extension technology, and also expressed a very fierce point of view: an extended electric car is a good solution for bicycles, but it is a nonsense for the entire automotive industry and the energy saving and emission reduction of the earth. The worst solution, because the fuel power generation is very environmentally friendly. If we continue to burn fossil fuel and use oil to generate electricity, then there is no need to do electric vehicles. The M5 and the M7 of the questioning world are extended.

At present, the extended representatives as "ideal ONE". However, when the ideal car was sold hot, the industry had reached consensus -under the trend of new energy, although the extended process has value at this stage, it is doomed to go. Therefore, the new energy transformation direction selected by most mainstream traditional car companies is plug -in hybrid. And relying on an extended hybrid product to hit the ideal car in the world, it also said that she would launch pure electric vehicles after L9. The protagonist Selis himself also said that asking the M5 and M7 also have a pure electric version, which is expected to be launched during the year.

"Bringingism" makes Selis's all in meaningless

It is undeniable that Selis is the strongest "Huawei attribute" among Huawei partners. After all, from the existing achievements, the M5 and the M7 of the questioning world have successfully established in the market.

In addition to Selis, Huawei has reached cooperation with three car companies, namely BAIC, GAC and Changan. Among them, in addition to the new HI version of BAIC Polar Fox Alpha S, and Changan Avita 11, GAC's sub -brand has not yet determined the name and is planned to be launched in 2024.

According to public information, the sales volume of well -off shares in the first half of 2022 was 125,700, of which new energy was 45,600 units; in contrast, Changan Automobile was 11.257 million and 84,900, respectively. Although Xiaokang's stock accounts for 36.30%in the proportion of new energy, Changan Automobile, which has a ratio of 36.30%, is still "different" in the overall sales scale.

In addition, in terms of economic strength, Xiaokang shares are not the same level as Changan Automobile.

According to the announcement issued by Xiaokang on July 14, it is expected that the net profit loss attributable to the owner of the parent company in 2022 is 1.6 billion yuan to 1.76 billion yuan, and the loss of 481 million yuan in the same period last year. Regarding the cause of losses, Xiaokang shares explained that due to the continuous investment in the research and development of Selis's new energy vehicle products, and the large investment in fixed assets in the early stage, the production and sales are still in the climbing stage, and the depreciation and amortization costs increased; as Sai Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li's Sai Li's La Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li Li; with Saili, he Li Li; The marketing costs and labor costs of Sri Lang energy vehicle products have increased.

Looking at the announcement of Changan Automobile, it is another scene: It is expected that the net profit of 5 billion yuan to 6.2 billion yuan in the first half of the year is expected to increase by 189.14%-258.54%year-on-year.

Fortunately, Xiaokang's shares recently ushered in "good news". The announcement showed that the company raised by the company's non -public offering of 137 million shares was about 7.059 billion yuan (after deducting the issuance expenses), and the issuance price was 51.98 yuan/share.

It is reported that Xiaokang shares claim that the fixed increase will be mainly used for electricized model development and product platform technology upgrade projects, factories intelligent upgrade and electric drive production line construction projects, user center construction projects, and supplementary mobile funds.

According to the financial report data, the asset-liability ratio of Xiaokang shares has been high in recent years. From 2019 to 2021, 73.76%, 78.61%, and 75.86%were respectively. In the first quarter of 2022, it was 80.26%. Many. It can be said that the fixed increase has the effect of "the urgency of relieving eyebrows" for Xiaokang.

Regardless of whether Changan Automobile's 56.67%of the asset -liability ratio in the first quarter of 2022; or the liabilities of about 50%of Weilai Automobile, the new forces of the car building, are all showing the "business dilemma" of Xiaokang's current shares.

It can be said that Xiaokang's shares were renamed Selis, which showed to some extent that he would make the "Bao Bao" new energy vehicle field. After all, taking off the vest of "Well -off" and replaced the new outfit of Selis, the " "Huawei attributes" even more. The change of company securities abbreviation from "Xiaokang shares" to "Selis" may be again sublimated after all IN new energy vehicles, completely get rid of the labels of low -end fuel vehicles and vans in the past, and create a new high -end new energy vehicle Symbol of image.

However, Xiaokang's determination to gradually want to gradually All in new energy vehicles is good, but the problem is that its baggage is not just the problem of fuel and new energy conversion.

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