Zhou Hongyi uses real gold and silver to "show love" Nezha. Will there be new stories in intelligent connected cars?

[Dahe Daily · Dahecai Cube] (Reporter Zhang Keyao) Following the abandonment of the capital increase of Capital Auto at the end of June, on the evening of July 11, 360 (601360.SH, hereinafter collectively referred to as 360) Responsive "to increase the benefits of 1 billion yuan in Nezha Automobile".

Compared with the previous response content, Zhou Hongyi not only emphasized the support of Nezha's founding team, but also used real gold and silver to "show love".

Nezha Motors is busy building the intelligent connected car ecosystem. Since July, Nezha Automobile has collaborated with Dissexi (002920.SZ) and Yingfei Ling. However, the existence of 360 as a major shareholder in the Nezha Automobile Intelligent Connected Automobile Ecosystem is slightly thin, and the intelligent connected security industry seems to have not been popular with capital. Will 360 tell the new story of smart connected cars?

Will 360 participate in the future financing of Nezha Automobile?

In 2021, Nezha car launched a Series D financing. In October of that year, the D1 round of financing led by 360 was announced. Then in December, Nezha Motors announced the Ningde Times (300750.SZ), 360, and Bei Auto Production Investment Investment. Waiting for the participating D2 rounds of financing. In February 2022, Nezha Automobile completed the D3 round of financing of more than 2 billion yuan, and the China Car Fund of China CRRC Group and Shenzhen Capital Investment Investment in Shenzhen and Shenzhen's state -owned assets were involved.

In Nezha Motor D round of financing, 360 was originally planned to implement in two steps, with a total investment of 2.9 billion yuan. After the investment was completed, 360 will hold a total of 16.59%of Nezha Automobile, becoming the second largest shareholder of Nezha Automobile. However, the investment plan was not completed as scheduled. On the evening of June 26, 360 issued an announcement that it was planned to transfer 3.532%of the equity (unrealistic capital) of the Nezha Automobile. After the transfer was completed, the 360 ​​still held 11.4266%of the Nezha Automobile.

In this regard, Zhou Hongyi responded for the first time: Nezha Automobile is still a startup company, and the founder team needs to lead the company to develop, instead of being completely dominated by capital, but now the founder team has too few equity, the positioning of 360 still supports and assist team.

On the evening of July 11, Zhou Hongyi responded again: "If we continue to invest 1 billion yuan, we can further increase the shares, but considering that the shareholders of Nezha Motors constitute a very diverse, in order to enhance the power of the founding team, support the smooth development of Nezha Motors to develop smoothly. So we transferred the 1 billion yuan increase in the D2 round of the fund to the fund behind the founding team, and we became a consistent actor. "At the same time, Zhou Hongyi said that the 360 ​​account has nearly 20 billion yuan in cash. Without money, he would not hesitate to invest.

It is worth noting that, for the communication between Nezha Automobile and 360 on the future financing plan, on the afternoon of July 12, both companies told the reporter of the Dahe News Dahe Cai Cube "based on the formal announcement."

Nezha Automobile to build an intelligent connected car ecosystem

As the new forces of the car building, ideal, Xiaopeng completed the double listing or three places, the IPO of Nezha Automobile has received increasing attention. This year, Nezha Motors will go to Hong Kong IPO or Science and Technology Board IPO, but Nezha Motors has never officially disclosed the IPO plan. In the first half of this year, Nezha Automobile delivered a total of 63,131 vehicles, ranking second in the new vehicle construction forces, second only to Xiaopeng Automobile.

In July, Nezha Automobile Intelligent Connected Automobile Ecosystem added two partners of Desaiwei and Yingfei Ling. Relevant person in charge of Nezha Automobile told the Dahe News Daily · Dahecai reporter that the company and Disaixi will rely on their respective technical and industrial resources advantages to carry out in -depth cooperation around the field of smart cockpits to help the upgrade of Nezha Automobile in the smart ecosystem. Work together to build a new pattern of symbiotic and win -win smart cars.

On July 8th, Nezha Automobile and Ying Feiling released technical cooperation. Nezha Automobile became Yingfei Ling BMS (Reporter Note: Battery Management System, Battery Manager) overall solution to the world One -generation BMS system -level solution may be carried on subsequent models.

Before entering 360, Nezha Motors had cooperated with Huawei. The above -mentioned person in charge of Nezha Motors revealed that the company and Huawei based on key technologies such as the Internet of Things, cloud computing, and big data informatization, in the fields of intelligent networking, vehicle computing, and intelligent driving. Enjoying the "Nezha S, the application can achieve 200TOPS (Reporter Note: The processor computing power unit) Huawei MDC (Reporter Note: Mobile Data Center, a smart driving hardware platform) technology.

As for the cooperation with 360, the person in charge of Nezha said that in addition to the support of funds, it is mainly to realize the DNA reorganization of the Internet and the car. In the design, interaction and iteration, it provides Nezha Motors with a comprehensive empowerment of comprehensive intelligent interconnection capabilities covering big data, AI, cloud services, and the Internet of Things, and enhances the strength of Nezha Automobile in intelligent security.

Where is the new story of 360 intelligent connected cars?

According to the 360s announcement, strategic investment in Nezha Motors, intending to use intelligent connected cars as the cornerstone to further study the safety of intelligent connected cars, so as to better provide intelligent connected cars for the entire industry cars and industrial chain partners Safety service. It should be pointed out that the story of 360 intelligent connected car security services does not seem to be popular with capital. During the 360-shares of Nezha Automobile, from October to December 2021, the monthly increase of 360 stock prices was 1.36%, -0.67%, and 6.41%, respectively. As of the closing of July 12, 2022, the 360 ​​stock price fell 37.19%from the beginning of the year.

Nezha Motors has not yet achieved profitability. Announcement 360 shows that in 2021, Nezha Automobile achieved operating income of 5.735 billion yuan and a net profit of -2.908 billion yuan. According to Weilai, ideal, and Xiaopeng's 2021 annual report, the causes of the loss of the three companies are related to R & D and marketing investment. The reason for the loss of the losses of the Nezha car is the same.

"New energy vehicles are still too burn." Some people in a car market said that in the composition of the new forces of new vehicles, the number of sales staff and R & D personnel is similar. In order to attract R & D personnel to join in the early stage of development, the new forces of car manufacturing will continue to drive. High salary, otherwise the research and development interruption will be abandoned before, and in order to compete with customers with traditional brands, the sales costs will remain high.

In the opinion of the above -mentioned car market, 360 intelligent connected car security services will become the bottom requirements, that is, the purchase of safety services by car companies is integrated in its own system, but the paid services derived from safety needs are not feasible. After all, after all, it is not feasible. After all, after all, it is not feasible. The first consideration of consumers to buy a car is safety, but it is impossible to accept the second payment for security. Therefore, which type of intelligent connected services can 360 provide new stories to capital.

Nezha Motors does not give 360 ​​chances. The above -mentioned person in charge of Nezha Motors revealed that in the future, it will establish a long -term win -win partnership with leading enterprises in the field of intelligence, and rely on the industrial resource advantages, scientific and technological property rights and capital operation advantages owned by their respective fields, and actively develop the next -generation intelligent technology Essence

Responsible editor: Tao Jiyan | Review: Li Zhen | Director: Wan Junwei

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