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警惕造车新势力的“表演式复活”
3 6 Ke· 2025-10-11 01:38
二是,威马汽车的微信公众号在停更两年后,突然发布了《致供应商白皮书》,称深圳翔飞汽车销售有限公司已接管威马四公司,按照法院批准的重整计 划,公司正推动威马EX5和E5车型的恢复量产工作。 一是,业界传出哪吒汽车即将"复活"的消息,山子高科正推进与哪吒汽车母公司合众新能源的重组事宜,或将于今年10月完成哪吒汽车的交接清退。消息 出来后,山子高科股价连续涨停。 最近,沉寂许久的两家造车新势力,再次引发业界的广泛关注。 公开信息显示,山子高科已连续亏损七年之久,且今年一直在退市边缘徘徊。在"退市保卫战"的关键期,胜利的曙光还没出现,山子高科还在钢丝上行 走,这个节骨眼上,真能救哪吒汽车于水火、并将其收入麾下吗? 地产龙头的"造车梦" 山子高科,全称山子高科技股份有限公司,前身是银亿股份。银亿股份曾是宁波的房地产龙头企业,其创始人是红极一时的宁波首富熊续强。 1994年,正值我国房地产行业的黄金上升期,熊续强看好房地产赛道的发展潜力,创立了银亿集团。在此之前,熊续强是宁波罐头食品厂的总经理,在公 司命垂一线时临危受命,扭亏为盈。 亚洲金融危机以后,房地产市场出现大量"烂尾楼",银亿集团在十年的时间内,以低价大肆收购烂 ...
威马、哪吒、高合进入造车复活赛
21世纪经济报道· 2025-09-15 15:52
已停摆多时的威马、哪吒、高合等造车新势力,如今正进入一场残酷的"复活赛"。 9月12日,哪吒汽车品牌运营方——合众新能源汽车股份有限公司召开了破产重整案第一次债 权人会议。 会上披露了一组数据:公司账面资金仅剩约1500万元,而确认债权约51亿元,还 拖欠5000余名职工工资及补偿金约4.6亿元。 作为曾经的新势力销量冠军,哪吒汽车至今仍困在严重的财务危机的漩涡中,巨额债务压顶, 40多万车主的售后与权益也被蒙上阴影。 但希望并非完全湮灭。合众新能源管理人于6月30日发布《重整意向投资人预招募公告》,招 募时间为7月10日至9月8日。 根据阿里资产官网信息,截至9月8日投资人预招募到期,已有76 名意向投资人报名参与。 同样努力"重返赛场"的,还有威马和高合。 其中, 威马汽车 似乎步子最快。9月6日,威马汽车通过一则《致供应商白皮书》(下称《白 皮书》)宣布回归, 计划本月在温州基地恢复EX5和E5车型的生产 。这家已经停摆两年、负 债超过200亿元的新势力车企,似乎终于迎来了"白衣骑士"。 9月8日,21世纪经济报道记者实地探访原威马汽车位于上海青浦区的设计·采购中心,这里自 六月起已悄然复工。该办公地点 ...
造车新势力开启“复活赛”:威马、哪吒、高合,谁能重获新生?
Core Viewpoint - The new energy vehicle companies Weima, Nezha, and HiPhi are attempting to revive their operations amidst financial crises and market challenges, each taking different approaches to re-enter the market [1][10]. Group 1: Financial Status and Challenges - Nezha Automotive is facing severe financial difficulties, with only approximately 15 million yuan in cash against confirmed debts of about 5.1 billion yuan, and it owes over 460 million yuan in wages and compensation to more than 5,000 employees [1][8]. - Weima Automotive has accumulated debts exceeding 20 billion yuan and has been inactive for two years, but it plans to resume production of the EX5 and E5 models at its Wenzhou base [1][11]. - HiPhi, which was taken over by Lebanese capital, has not received any funding from its new major shareholder, EV Electra, leading to stalled negotiations [2][9]. Group 2: Revival Strategies - Weima is adopting a "government platform + industrial capital" model, with support from the Wenzhou government and a three-phase development plan aiming for significant production and revenue growth by 2030 [6][7]. - Nezha is pursuing a public recruitment of investors to address its financial issues, with a significant entry barrier of a 50 million yuan deposit for potential investors [8]. - HiPhi's strategy involves attracting overseas capital, but it has faced setbacks due to unmet funding commitments from EV Electra [9]. Group 3: Market Position and Resources - The new energy vehicle companies possess valuable resources such as production qualifications, which are scarce in the current regulatory environment, making them attractive targets for investment [3][4]. - Nezha has established production bases with a total annual capacity of 300,000 vehicles and has begun local production in Thailand, achieving significant sales growth in overseas markets [4][5]. - Weima also has a KD factory in Thailand, indicating its strategy to expand overseas production capacity [4]. Group 4: Consumer Trust and Market Environment - Rebuilding brand trust is a significant challenge for these companies, especially for Weima, which has not addressed key customer concerns regarding parts and service after its bankruptcy [11][13]. - The market environment has changed dramatically, with older models like Weima's EX5 and E5 struggling to compete against newer offerings in a rapidly evolving market [13]. - The overall sentiment in the market is cautious, with consumers wary of investing in brands that have previously faced bankruptcy [13].
中东土豪注资 高合汽车会“起死回生”吗?
Core Viewpoint - HiPhi, a company that previously shocked the electric vehicle (EV) world, is making a comeback with lower prices and no debt, addressing previous consumer complaints about high costs [3][5]. Group 1: Company Developments - EV Electra Ltd., a Lebanese startup, has invested $100 million in HiPhi, gaining a 69.8% controlling stake in the newly registered Jiangsu HiPhi Automotive Co., Ltd. [5][6]. - The new company is based in Yancheng, Jiangsu, and is involved in vehicle production and various automotive-related services [5][6]. - HiPhi's product lineup, including models HiPhi X, HiPhi Y, and HiPhi Z, is now featured prominently on EV Electra Ltd.'s website [6]. Group 2: Market Challenges - Despite the new funding, HiPhi faces significant challenges, including low sales volumes and limited brand recognition, which have been exacerbated by a year-long shutdown [7][8]. - The competitive landscape for EVs has intensified, with more players entering the market, potentially diminishing HiPhi's product competitiveness [7][8]. - The company previously launched high-end models priced over 300,000 yuan, which did not perform well in the market, indicating a need for more affordable options [7][8]. Group 3: Future Strategies - Experts suggest that HiPhi should develop more economical models to attract a broader consumer base, focusing on the 100,000 to 200,000 yuan price range [8]. - To regain consumer trust, HiPhi must not only promise improvements but also deliver competitive products that increase market presence [8]. - The future of HiPhi remains uncertain, with the need to resolve outstanding debts and establish a sustainable operational model before a full recovery can be assessed [8].