By Zeng Zeng Le
Editor Yang Yaru
Rocker
Will traffic control be extended to the whole country? National Health Commission: It will be constantly adjusted according to the needs of the epidemic
65438126 October, when asked, "Will traffic control be extended to the whole country to curb the spread of the epidemic?" Li Bin, deputy director of the National Health Commission, said that traffic management is one of the measures, and the measures taken will be constantly adjusted according to the needs of the epidemic, and these adjustments are made according to law. Up to now, urgent notices have been issued in many places across the country to temporarily stop services such as urban public transport, urban and rural public transport, cruise taxis and online car rental.
According to Securities Times 654381October 30, Wu, spokesperson of the Ministry of Transport and director of the Policy Research Office, said at the press conference of the National Health Planning Commission that under the unified leadership of local party committees and governments, the epidemic prevention and control situation and transportation service guarantee demand should be scientifically judged, relevant measures should be studied, and scientific adjustment and optimization should be made. Once the conditions are met, relevant operators should be organized to resume transportation services in time.
Zhou Comments: No matter from the international or domestic point of view, after "traffic control", people can be effectively diverted, the spread of the epidemic is expected to be contained, the intensity of the epidemic is weakened, and the peak of the epidemic is postponed, which has won some time for more effective prevention and control in the next stage.
Car companies in the anti-epidemic war: rushing to Wuhan to prevent and control the epidemic.
According to incomplete statistics, as of June 30th 19: 30, * * * more than 40 auto companies have donated cash and materials totaling 540 million yuan. Previously, more than ten OEMs, including Geely, Dongfeng, BMW, Mercedes-Benz, SAIC, GAC, FAW, Jaguar Land Rover, GM, Zhongqi, BYD, Hyundai, Great Wall and Chery, built new cars such as Weilai Automobile, Xpeng Automobile and Nezha Automobile, battery supplier Contemporary Ampere Technology Co., Ltd., spare parts enterprises Michelin, Linglong Tire, Bosch China and Dongfeng Special Parts, and automobile maintenance brand Hutu Automobile Maintenance.
Among them,? Geely Holding Group and Li Shufu Public Welfare Foundation set up a 200-million-yuan special fund for new pneumonia epidemic situation, which is used to prevent and control the epidemic situation in areas with serious epidemic situation, and expand the fund scale according to the actual situation. 65438+1On October 27th, Dongfeng Motor Group and its subsidiaries donated 26 million yuan for the second time, and accumulated donations and materials exceeded 40 million yuan.
Zhou Comments: The epidemic has raided the whole country, and enterprises in the automobile industry have taken various measures to actively lend a helping hand, which has further highlighted corporate responsibility and social responsibility. Every contribution and guarantee from people from all walks of life will give us more light to conquer the novel coronavirus epidemic. Unity is strength, and we will certainly overcome difficulties.
motor corporation
Tesla's 20 19Q4 revenue was 7.38 billion US dollars, and the Shanghai Super Factory was temporarily closed.
65438+1On October 30th, Tesla announced the financial report for the fourth quarter of fiscal year 20 19. According to the report, Tesla's 20 19Q4 revenue was $7.38 billion, up 2% from $7.23 billion in the same period last year. Among them, the net profit of Tesla 20 19Q4 was US$ 65.438+US$ 0.3 billion, down 3.71%compared with US$ 2,654.38+US$ 0.0 billion in the same period last year; The net profit attributable to ordinary shareholders was $65,438 +0. 1 billion, down 25% from $65,438 +0.4 billion in the same period of last year, and it was profitable for two consecutive quarters.
Supported by Q4' s performance, Tesla's annual revenue in 20 19 reached $24.58 billion, a year-on-year increase of14.5%; Although the annual loss was $860 million, it narrowed by 1 1.7% year-on-year, and the loss situation was contained to some extent. As of the close of 65438+1October 29th, Tesla's share price rose by 2.49% to close at 580.99 USD/share. After-hours share price rose by 1 1.62%, breaking through the "600 USD" mark for the first time, reaching 648.50 USD/share.
In addition, in the conference call between executives and investors, Tesla said that due to fear of contracting coronavirus, Tesla has decided to temporarily close the Shanghai super factory, which may delay the domestic models? 3. Production and delivery.
Zhou Comments: With the steady increase of production capacity, Tesla may rise against the trend. However, although the financial data of Tesla Q4 is improving, there is still a bumpy road to achieve full profit. In addition to the turmoil in the global auto market, Tesla's big bet on the China market has a bad start in 2020.
(Watchmaker/Yiou Analyst? Wang Rui)
Holding hands with Contemporary Ampere Technology Co., Ltd., the localization rate of Tesla in China has been further improved.
65438+1On October 30th, Tesla announced the financial report for the fourth quarter of 20 19. The financial report shows that Tesla Q4' s revenue profit exceeded expectations, and its share price also rose sharply. At the subsequent financial report meeting, Musk announced that Contemporary Ampere Technology Co., Ltd. will become its new partner, and the details of the cooperation will be further announced in the "Battery Day" in April.
Tesla and Contemporary Ampere Technology Co., Ltd. joined forces this time, which is not surprising to many people. As early as last March, Bloomberg announced that Tesla was interested in buying batteries from Contemporary Ampere Technology Co., Ltd. However, Contemporary Ampere Technology Co., Ltd. subsequently issued an announcement to clarify that it had not reached a cooperation intention with Tesla.
Weekly comment: As one of the most important costs of electric vehicles, after adopting domestic batteries, domestic models? The price of 3 is expected to have room for further exploration. Tesla joined hands with Contemporary Ampere Technology Co., Ltd., marking the formal entry of China supply chain manufacturers into Tesla's core industrial chain. With the full-scale outbreak of Tesla in China this year, it is worth paying attention to how many "Contemporary Ampere Technology Co., Ltd." will be born in the industrial chain.
In order to expand the new energy business, Borgwarner acquired Delphi for $3.3 billion.
On October 28th, 65438/KLOC-0, USA, Reuters reported that American auto parts company Borgwarner? Inc.) acquired Delphi, a British parts company, for $3.3 billion (equivalent to RMB 22.89 billion). Technology? Plc) aims to continue to develop the growing business of hybrid vehicles and pure electric vehicles.
In addition, according to the report, each share held by Delphi shareholders will receive 0.4534 shares of Borgwarner, which is equivalent to Borgwarner's acquisition of Delphi Technology shares at $65,438+$07.39 per share. The equity transaction value of this acquisition transaction is about1500 million USD (about1040.5 billion RMB).
Weekly comment:? In fact, since 20 15, through continuous acquisitions, Borg Warner has made a deep layout of the three major electric vehicles (battery, motor and electronic control). With the increasing trend of automobile electrification, automobile power parts enterprises are also expanding their business through mergers and acquisitions, trying to consolidate their market position in the reform.
Digging Volkswagen Group, Renault appointed De Mayo as the new CEO.
65438+1On October 29th, Renault appointed Audi ag (? Luca Simeo (Luca? De? Meo is the new CEO. Renault said in a statement that 52-year-old De Mayo will take office on July 1.
According to Automotive? According to news reports, De Mayo's career began in Renault. After working in Renault for five years, I transferred to Toyota Europe (Toyota? Motor? Europe), as the product manager of yaris compact car and Lexus brand. In 2002, De Mayo joined Fiat Chrysler until he was in charge of the Fiat brand. Joined Volkswagen Group in 2009, responsible for the marketing and sales of Volkswagen brand and Audi brand.
Zhou Comments: Renault's "Fire Captain" is finally online. Renault hopes to get rid of the influence of Ghosn era and end the turmoil of that year through this management reorganization. However, in the face of Renault's many tests, can the new CEO "bring Renault back to life"?
(Luca de Mayo/Bloomberg)
Daimler plans to mass-produce 50 thousand Mercedes-Benz EQC pure electric SUVs this year.
65438+1On October 30th, Reuters reported that Daimler, a German luxury car manufacturer, said that its production plan for Mercedes-Benz EQC pure electric vehicles in 2020 had not been revised, and it planned to produce 50,000 Mercedes-Benz EQC pure electric vehicles this year. At present, Daimler has two factories around the world to produce Mercedes-Benz EQC pure electric vehicles, including Bremen factory in Germany and Shunyi factory in Beijing.
In the field of electrification, Mercedes-Benz plans to launch five pure electric vehicles and more than 20 plug-in hybrid vehicles by the end of 2020. It is estimated that the sales of pure electric vehicles will account for 65,438+05% to 25% of its total sales. In addition, Mercedes-Benz hopes to further expand the scale of electric vehicles (including pure electric vehicles and plug-in hybrid vehicles), and plans to account for more than 50% of the company's total sales in 2030. Mercedes-Benz predicts that by 2025, more than 40% of its models in Europe will be pure electric vehicles or hybrid vehicles.
Zhou Comments: Mercedes-Benz is Daimler's first pure electric SUV and its first model after electrification, which is of great significance to Daimler's electrification transformation. Daimler, which is now caught in profit warning, huge fines and lawsuits, obviously needs "electrification" to tell more new stories.
In order to avoid fines of hundreds of millions of euros, Volvo made a big bet on "hybrid cars"
65438+1On October 28th, according to Bloomberg News, Volvo will increase its bet on plug-in hybrid vehicles and increase its sales in Europe by 25%. Its CEO Hanken Samuelson (Hakan? Samuelsson) previously announced that by 2025, half of all Volvo cars on sale will be pure electric vehicles and half will be plug-in hybrid vehicles.
Zhou Comments: It is urgent for the EU to reduce emissions, and car companies should make great efforts to meet emission standards. In 20 19, Volvo hybrid models only accounted for 10% of European sales, about 46,000 vehicles. The setting of this goal seems to be a radical move by Volvo to promote the new energy strategy, but in fact it is a helpless move to escape the fine for violating the EU's 2020 emission rules.
The profit of Jaguar Land Rover 20 19 in the third quarter reached 3180,000, and the performance of China market picked up.
On 65438+1October 3 1 day, Jaguar Land Rover announced its third fiscal quarter performance report. The financial report shows that Jaguar Land Rover's operating income in this quarter increased by 2.8% year-on-year to 6.4 billion pounds (about 58 1 100 million yuan); The profit before tax is 3180,000 pounds (about RMB 2.897 billion). It is worth mentioning that in the third quarter of fiscal year 20 19, Jaguar Land Rover's sales in China market increased by 24.3%.
Zhou Comments: Due to the influence of the global auto market, Jaguar Land Rover has been in a state of loss for a long time, and the decline of Jaguar Land Rover's performance directly affects the income of its parent company Tata Group. China is an important global market for Jaguar Land Rover. Thanks to the increase in sales of main models and the recovery of China market, Jaguar Land Rover has returned to the track of performance growth.
After the transfer of Baowo Automobile's shares, Foton Motor made a pre-profit of 360 million yuan in 2065438+2009.
654381October 26th, Foton Motor released the announcement of 20 19 annual profit forecast. According to the announcement, Foton Motor expects the net profit attributable to shareholders of listed companies in 20 19 to be about 360 million yuan, while the net profit attributable to shareholders of listed companies in the same period last year was-357,458? Ten thousand yuan. Foton Motor said in the announcement that the pre-profit of 20 19 was mainly due to the transfer of 67% shares of Beijing Baowo Automobile. After the transfer, Beijing Baowo Automobile will no longer be included in the scope of merger, resulting in a sharp year-on-year decline in performance.
Zhou Comments: Foton Motor was once known as the "No.1 brand of commercial vehicles in China", but in recent years, the sustained losses made Foton "fall off the altar". Foton motor's transfer payment was in arrears, which made it "get rid of" Baowo's "burden" process full of twists and turns. At present, Baowo Automobile is introducing strategic investors, which is expected to promote the repayment of corporate loans.
Rivian, an American start-up electric vehicle company, will build high-end pure electric SUVs for Ford and Lincoln.
65438+1October 26 news, R.J., CEO and founder of Rivian, an American start-up electric vehicle company? In an interview with foreign media, Scaringe revealed that it will produce Ford or Lincoln brand electric SUVs in its factory. Earlier, Reuters reported that Ford would use its investment in Rivian to produce electric SUVs for its Lincoln brand? . Lincoln will use rivia rn 1S? The "skateboard" chassis used by SUV, it is reported that the internal code of the project is "U787". It is reported that Lincoln electric SUV will be launched in 20021or 2022, and it is planned to launch a small electric crossover vehicle during this period, and launch a larger model in 2023.
Zhou Comments: In the year of 2065438+2009 alone, Rivian received four financing, with a total amount of 2.8 billion US dollars (about 20 billion RMB). The investors included Ford Motor Company, Amazon, auto service giant Cox and so on. It is worth noting that of these four financing, 700 million US dollars came from Amazon and 500 million US dollars came from Ford. Although Rivian takes a completely different business route from Tesla. However, the arrival of Rivian still has the opportunity to affect the pattern of the entire electric vehicle industry.
(Rivian？ RS 1/Rivian official website)
Technology companies
After Wuhan, Didi Chuxing suspended some business operations in many parts of the country.
65438+1On October 27th, Didi Chuxing, the owner of Didi Chuxing, issued a notice that "Didi Chuxing suspended some business operations in some areas". Didi said, "In order to do a good job in epidemic prevention and control, at the request of the relevant departments of the local government, Didi has suspended some businesses in some cities, without mentioning regions (cities/districts), business lines and order types. The recovery time is subject to the notice of the relevant departments of the local government."
Among them, the areas mentioned by Didi are: Lianjiang County, Fuqing City, Fuzhou, Binzhou City, Shandong Province, Xinyang City, Henan Province, Pizhou City, Jiangsu Province, Xuzhou City, Linshui County, Guang 'an City, Taizhou City, Zhejiang Province, Ezhou City, Hubei Province, Ludian County, Zhaotong City, Yunnan Province, Xi City, Shaanxi Province, Hanzhong City, etc. In these areas, Didi suspended car rental and driving services.
Zhou Comments: Since the outbreak of new pneumonia in Wuhan, Didi Chuxing has suspended some business operations in Wuhan and many places across the country. At the same time, many places across the country issued urgent notices to temporarily stop urban public transport, urban and rural public transport, cruise taxis, online car rental and other services.
(Watchmaker/Yiou Analyst? Zeng le? )
Raffles announced its business restructuring and will lay off employees for the first time since the IPO.
65438+1October 30 news, according to foreign media reports, American travel platform company Raffles said that it is reorganizing its business, involving the marketing and corporate sales departments of Raffles, which will cause about 90 people to be affected by layoffs. It is worth noting that this layoff is the first layoff since the listing of Raffles 20 19 in March. Since the listing of Raffles, its shares fell below the issue price on the second day of trading. Up to now, the company's share price has fallen by more than 30% compared with its issue price.
Zhou Comments: A cruel reality is in front of us. Although the car has changed people's way of travel, it is still in a dilemma of sustained losses. * * * The business model of enjoying travel abandons the heavy assets of traditional taxi companies and only accepts the commission of the matchmaker. But in the United States, Raffles still have to pay a lot of money for drivers, which is no different from traditional taxi companies to some extent.
It is said that Uber and DoorDash considered merging, but the negotiations finally broke down.
February 1 day news, according to Sina Technology, citing people familiar with the matter, Uber, an American taxi service company, and DoorDash, a food delivery startup, discussed the possibility of merger last year, but failed to reach an agreement. The person familiar with the matter said that at that time, Softbank Group urged Uber to discuss potential merger transactions with DoorDash. However, according to the Financial Times, although the negotiations between the two sides ended in breakdown, the two companies did not rule out the possibility of resuming negotiations.
Zhou Comments: Since its establishment in 2009, it has suffered losses for ten consecutive years. Taking a taxi is Uber's main business. At the same time, "slow passenger growth" has also become a long-term problem for Uber, which is also regarded by the outside world as the main reason for Uber's poor financial situation. With the increasingly fierce market competition, it is not impossible for Uber to achieve merger and reorganization.
Investment and financing
Traton, the Volkswagen truck division, offered $2.9 billion for Navistar, an American commercial vehicle.
65438+1October 3 1 day, Reuters reported that Traton, the truck division of audi ag, said that it had proposed to acquire shares in Navistar, a leading commercial vehicle in the United States, at a price of $35 per share, * * about $2.9 billion. Affected by this, Navistar's share price rose by 50% in after-hours trading. Traton said that its offer depends on whether it can reach an acquisition agreement with Navistar.
As early as 20 16, Volkswagen acquired the original 16.6% shares of Navistar for $256 million. At that time, Volkswagen expressed interest in acquiring the remaining shares of Navistar.
Weekly comment: Volkswagen's investment in Navistar shows that Volkswagen is trying to consolidate its position and enhance its influence in the American commercial vehicle market. For Navistar, the arrival of Volkswagen has expanded its cash flow operation. It can be said that both sides have their own needs. However, public investment also has certain risks. The data shows that Navistar's market share of commercial heavy vehicles in the United States has begun to shrink in recent years.
ZF, a German auto parts supplier, wants to transform and acquire Verbeke for 47 billion yuan.
654381October 25th, it was reported that ZF, a German auto parts supplier, acquired Webeco for 7 billion US dollars (about 48.55 billion yuan) and obtained anti-monopoly approval from the United States and the European Union. Previously, in 2065438+March 2009, ZF had announced the completion of the acquisition. The acquisition of Wabco is part of a series of radical expansion plans of Stefan Sommer, former CEO of ZF.
According to public information, ZF's main business is gearbox and transmission system, with more than 20 production bases and 6 R&D centers in the world. It is reported that after the merger of ZF and Verbeke, it will become a global supplier of commercial vehicle technology integration systems, and the combined sales will reach about 40 billion euros, which is expected to rank among the top three in the global parts list.
Zhou Comments: It has been said that it plans to invest more than 654.38+03.6 billion US dollars (about 94.34 billion yuan) in electric vehicles and autonomous driving business. After the acquisition, ZF can improve the entire commercial vehicle technology portfolio and provide solutions to make the car "mobile". In this way, perception, decision-making and control also form a closed loop, thus further realizing automatic driving landing.
Editor: Yang Yaru
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.