又一批造车者蠢蠢欲动，“幸存者游戏”再启背后逻辑几何

Core Viewpoint - The article discusses the emergence of new car manufacturers in China, despite the ongoing industry consolidation and the failure of many previous entrants. It highlights the diverse backgrounds of these new players and their strategies to capture market share, particularly in overseas markets. Group 1: New Entrants in the Automotive Industry - Numerous new car manufacturers have emerged in 2023, including companies from various sectors such as robotics, real estate, and battery production [2][4] - Notable new entrants include Chasing Technology, which aims to produce a luxury electric vehicle comparable to Bugatti, and Jin Yu Automobile, which plans to launch electric sports cars [4][5] - The automotive industry has seen significant failures, with over 30 brands like Singulato and Byton ceasing operations, yet new companies continue to enter the market [2][4] Group 2: Market Focus and Strategies - Many of the new automotive companies are targeting international markets rather than focusing solely on China, with Chasing Technology aiming for Europe and others looking at underdeveloped regions in Asia, Africa, and Latin America [8][9] - Chasing Technology has established a presence in over 100 countries with 6,000 offline channels, leveraging China's supply chain and technology to position itself as a high-end brand globally [9][10] Group 3: Collaboration and Production - New entrants like Jin Yu Automobile and Craftsmanship are linked to local governments and existing automotive production capacities, aiming to utilize idle manufacturing resources [12][14] - Craftsmanship's SC01 model is produced by Jiangxi Jiangling Group, which has significant electric vehicle production capacity, while Jin Yu Automobile is also exploring partnerships to enhance its production capabilities [12][14] Group 4: Cross-Industry Involvement - Companies from various sectors, including battery production and real estate, are entering the automotive space, indicating a trend of cross-industry collaboration [15][18] - For instance, the second-largest shareholder of Jin Yu Automobile is a company that has previously sought to enter the electric vehicle battery market, showcasing the blending of different industry expertise [16][18] Group 5: Local Government Support - Local governments are actively supporting the emergence of new automotive companies to revitalize idle production capacities, with significant portions of the automotive industry facing underutilization [12][14] - The article notes that nearly 20 million vehicles' worth of production capacity is currently idle in China, prompting initiatives to stimulate new automotive ventures [12][14]