Traditional car companies dense financing will bring three major changes

Since the beginning of this year, the new energy vehicle market can be described as high. According to data from the Ministry of Industry and Information Technology, in the first 7 months, the production and sales of new energy vehicles in my country completed 3.279 million and 3.194 million, respectively, an average of 1.2 times year -on -year.

On the new energy vehicle track, a lot of new forces have already entered the monthly sales of 10,000 clubs. In contrast, some traditional car groups either sell their sales and be a "voice volume".

However, this phenomenon is reversing, and the author has noticed that in the past month, many traditional car groups have densely announced the completion of financing or disclosure of pre -funded projects. For example, on July 18, GAC Ean announced that it was pre -listed in the property rights trading center to open the A round of war -to -war increases; on August 1, SAIC Zhijie announced the signing of the A -equity financing agreement for nearly 30 billion yuan after investment; On the same day, Dongfeng Lantu Automobile pre -disclosed the capital increase project on the Shanghai United Property Exchange. At the same time, it was also its first foreign equity financing. On August 2nd, Changan Avita Technology announced that it had completed Series A financing and was led by the National Green Development Fund to invest Essence

The traditional car group of "bitter new energy transformation" seems to have found its own new rhythm and profit prospects, that is, with the help of capital forces, strive to accelerate the upper position and start the second growth curve.

In the author's opinion, major traditional automobile groups choose to choose financing development, reflecting the deeper evolution of the new energy vehicle market, and also shows that car companies are unswervingly implementing the brand's upward strategy. The two -way driver of innovation, actively adjust the structure to adapt to market competition. This will also bring the following three changes to the development of traditional car companies.

First, broaden financing channels and enhance the overall valuation of the enterprise. Traditional fuel vehicles and new energy vehicles belong to different species and have become the consensus of the capital market. The amount of "electricity" has become a key option to determine the market value of car companies.

By creating new energy brands and introducing external investment, traditional car companies can not only achieve high -end development, expand the capital chain to alleviate a large amount of cost investment in the early stage, but also attract more capital to participate, effectively improve the company's valuation, optimize the company's existing positions Capital Structure.

Second, with the help of institutional mechanism innovation to help traditional car companies reform. In fact, the general business scale of new brands in the field of new energy vehicles is small, high, and operable. At the same time, with the positioning of electrification and intelligence, it is often more attractive at the investment level. This is why new brands such as Ean, Avita, Zhi Ho, and Fox have successively become the "test fields" of traditional car companies. The industry generally believes that with the breakthrough in the field of new energy, it will make up for the shortcomings of traditional car companies and strengthen weaknesses.

Third, activate the development potential of traditional car companies and promote the high -quality development of the new energy vehicle industry. In recent years, the volume and price of the new energy vehicle industry has risen, and many traditional car companies have set up new companies focusing on smart new energy vehicles. By introducing foreign capital, independent operations and planning, they are too long to get rid of capital assessment and decision -making. More importantly, full market -oriented operations will allow enterprises to spend effort to invest more cutting -edge technology research and development, and then launch better products to create the core competitiveness of the brand, and finally promote the high -quality and high -speed development of my country's new energy vehicle industry.

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