On March 22nd, Evergrande Health issued a profit warning announcement, and the net loss in 219 further expanded compared with that in 218, with a net loss of 4.9 billion yuan.

Among them, the net loss of the new energy business was 3.2 billion yuan, which Evergrande explained as the new energy business was currently in the investment stage, which was caused by the increase in the purchase of fixed assets and equipment, R&D and other related expenses and interest expenses.

if the loss of 1.7 billion yuan in 218 is added, Evergrande will lose nearly 5 billion yuan in new energy business in the past two years. Profitability seems to be in the foreseeable future.

Automobile is an intensive industry, and the loss in the early stage is inevitable

It is undeniable. For the new car-making forces, the loss in the early stage is normal. Automobile is an intensive industry, whether it is building a factory or engaging in research and development, it needs a lot of capital investment, and there is no return in the short term, so the early loss is inevitable.

There is no specific definition of how long the "pre-period" is. According to the data of China Automobile Research Center, As early as 216, there were more than 2 new energy automobile enterprises in China, but now it can be counted with one hand to achieve mass production.

if mass production is not realized, it will not be profitable immediately. Take Weilai Automobile, the head enterprise of a new force, as an example. In 219, Weilai * * delivered 2,565 vehicles, but the net loss still reached 11.413 billion yuan. Together with the net loss of 23.328 in 218, Weilai Automobile lost nearly 35 billion yuan in two years.

Therefore, it is foreseeable that Evergrande New Energy will still spend the next few years in losses.

The core route of Evergrande's car manufacturing: buy buy buys

However, Evergrande New Energy is much better than other new energy enterprises that lose hundreds of millions of yuan every year but still build cars on paper. Whether purchasing core technologies or establishing R&D centers, we can see that Evergrande has made up its mind to enter the automobile industry.

At the beginning of his entry, Mr. Xu summed up the 15-word motto of getting involved in the new energy automobile industry: "buy buy buys, combines, circles, big and big, good and good!" ? To put it simply, Evergrande's car-making route is to buy all the core technologies that can be bought, and cooperate in all aspects if they can't.

Evergrande new energy has also taken the road set by boss Xu very practically, except in? 18? Year? 9? Monthly investment? 145? Billion shares in Guanghui Group, the world's largest automobile dealer, since last year? 1? Since June, Evergrande has successively taken? 9.3? Billion dollars to buy Guoneng Automobile? NEVS? 51%? Equity, to? 1.6? Billion acquisition of Kanai New Energy? 58%? Equity, acquisition of 7% equity of Tate Electromechanical Co., Ltd., a manufacturer of hub motors for commercial vehicles, and wholly-owned acquisition of hub motors for passenger cars in the UK? Protean? And the cost? 1.5? One hundred million euros joined hands with Koenigsegg, an electric supercar company, with Evergrande holding 65% and Koenigsegg holding 35%. At the same time, it has also established bases for vehicle R&D, sales and parts in Guangzhou, Shenyang and Nantong.

In November last year, the Global Strategic Partner Summit of New Energy Vehicles was held, and 26 leading enterprises in the fields of engineering technology, modeling design, manufacturing equipment, spare parts, batteries, motors and other fields in the global automobile industry were invited.

at the summit, Evergrande signed strategic cooperation agreements with 6 world-class leading auto parts enterprises such as Bosch, Magna, Continental, ZF, ThyssenKrupp, Jettaggart and BASF.

I have to say that with the endorsement of Evergrande Group, one of the world's top 5 companies, Evergrande New Energy has too great advantages compared with other new car-making forces, at least in the supply chain environment.

At the same time, Mr. Xu also said: "In new energy vehicles, the investment budget of Evergrande in the next three years is 45 billion yuan. Among them, the investment is 2 billion yuan this year, 15 billion yuan next year and 1 billion yuan the year after. "

Foreplay is sufficient, but has the car been built?

This is also a concern of many consumers. Don't just thunder without rain. Has the car been built?

In fact, as early as June 219, the Guoneng 93 model of Evergrande New Energy Automobile Group held a mass production off-line ceremony in Tianjin. Although the research and development of Guoneng 93 was completed by NEVS before Evergrande entered the company, the efficient execution of Evergrande New Energy can still be seen.

on March 3rd this year, Gemera, the first product of Evergrande and Koenigsegg after the establishment of the joint venture company, was launched in the world.

Gemera is officially positioned as Mega-GT, which has 1,7 horsepower and a cruising range of 1, kilometers. With the power of 1.27 MW and the torque of 35N·m, the acceleration time of 1 kilometers is only 1.9 seconds, and it can be accelerated to 4km/h within 2 seconds.

It is reported that the price of this car has reached 1.38 million euros, with a limited production of 3 cars worldwide. On the same day, a mysterious rich man bought 3 cars at one go.

Wait, are some readers familiar with this? Where have you seen this episode? Yes, first use high-end products to open up fame, and Weilai Automobile did the same at the beginning.

the first model of weilai automobile, EP9, is limited to 6 sets in the world, and the price is 1.48 million USD. The car has four high-performance motors and four independent gearboxes. The maximum output power of the whole car is 136 HP, the maximum torque of a single wheel is 148 Nm, the acceleration from to 2 km/h is 7.1s, and the top speed is 313km.

and these six car owners are all famous figures: Li Bin, founder and chairman of Weilai Automobile, Li Xiang, founder of Chehejia, Liu Qiangdong, CEO of JD.COM Group, Lei Jun, CEO of Xiaomi Technology, Ma Huateng, CEO of Tencent, and Zhang Lei, founder of Gaoyao Capital.

Although this performance car has attracted enough attention and attracted some people to pay attention to the brand Weilai, it is its production car ES6 that really puts Weilai on the right track.

it's a truth to map it to Evergrande, and it's king to develop mass-produced cars for ordinary consumers.

It is reported that the first new energy vehicle "Hengchi 1" under Evergrande's Hengchi brand will be put into production in the first half of this year. Unlike Gemera, Hengchi is facing a truly large-scale private passenger car market, and performance is no longer the only indicator for evaluating this vehicle. How to achieve a balance among quality, price and modeling is the biggest problem facing Evergrande New Energy.

To sum up:

As countries have successively issued clear timetables for banning the sale of fuel vehicles, it is certain that new energy vehicles will develop rapidly in the next few years. Both traditional car companies and new forces want to share a piece of the market before it is carved up. As for

whether Evergrande can achieve: strive to become the largest and strongest new energy vehicle group in the world in 3-5 years, we will wait and see.

This article comes from the author of Chejia, car home, and does not represent car home's standpoint.