Group 1: New Entrants in the Automotive Industry - Numerous new entrants in the automotive sector this year come from diverse backgrounds, including robotics, battery manufacturing, real estate, and charging infrastructure [1][2] - Companies like Chase Technology, Jin Yu Automobile, and Craftsmanship have emerged despite the ongoing industry淘汰赛, indicating a persistent interest in electric vehicle production [1][2] - The automotive industry has seen over 30 brands, such as Singularity and Byton, fail, while others like NIO and Li Auto have survived since the first wave of new car manufacturers a decade ago [1][2] Group 2: Product Launches and Market Strategies - Chase Technology plans to launch a super luxury electric vehicle by 2027, initially intended as a range-extended SUV [2] - Jin Yu Automobile aims to release two electric sports cars by 2026, targeting sales of 50,000 units in 2026 and 200,000 units by 2028 [2] - Craftsmanship's SC01 electric sports car has a price of 229,800 yuan and can accelerate from 0 to 100 km/h in just 2.9 seconds [2] Group 3: International Market Focus - Many new automotive companies are targeting international markets rather than domestic ones, with Chase Technology eyeing Europe and others focusing on underdeveloped regions in Asia, Africa, and Latin America [6][7] - Chase Technology has established over 6,000 offline channels in more than 100 countries, aiming to leverage China's supply chain for global market penetration [6] - Jin Yu Automobile has begun recruiting sales personnel for Southeast Asia and Africa, indicating a strategic push into these markets [6] Group 4: Local Production and Capacity Utilization - The emergence of new automotive players is partly driven by the need to utilize idle production capacity in local regions, with a reported 49.5% capacity utilization rate for Chinese car manufacturers in 2024 [8][10] - Craftsmanship's SC01 is produced by Jiangxi Jiangling Group, which has significant idle capacity, while Jin Yu Automobile is also linked to local production capabilities [8][10] - The collaboration between Jin Yu Automobile and Haima New Energy aims to enhance product development and market presence, despite Haima's recent challenges [10] Group 5: Cross-Industry Collaborations - Companies like Jin Yu Automobile and Craftsmanship are linked to energy and charging infrastructure firms, indicating a trend of cross-industry collaboration [12][13] - Cloud World Automotive, backed by Wild Horse Automotive, focuses on ride-hailing and battery swapping, showcasing the integration of various automotive services [12][13] - The acquisition of assets from the defunct Reding Automotive by Yunying New Energy highlights the ongoing consolidation and resource optimization in the industry [13][14]

今年以来新加入造车队伍中的企业，其背景五花八门，有做扫 地机器人的，有做电池的，有做房地产的，还有做充换电的。 目前汽车行业淘汰赛不止，为何还有这么多后来者前仆后继？ 作者：周信 封图：图虫创意 恒大、高合、哪吒、合创、远航、极越等"尸骨未寒"，又有一批造车新势力冒了出来。 8月28日，扫地机器人公司追觅科技宣布造车，其首款车号称是对标布加迪威龙的纯电超级豪华产 品；8月25日，云界智能汽车（成都）有限公司（下称"云界汽车"）成立，想要做网约换电车；7 月，超威电池投资的昇麒汽车，发布首款光伏发电汽车；6月，河南金鱼汽车（下称"金鱼汽车"） 上市双门电动小跑车；4月，天津工匠派汽车科技有限公司（下称"工匠派"）低调上市"小跑车 SC01"。 十年前，中国第一批新造车 热潮 兴起，蔚来、理想等起步并生存至今。 但更多的是被淘汰者，奇 点、拜腾、威马等超30个品牌倒下。2021年前后，小米汽车、问界（华为主导）、极石汽车等再 掀造车浪潮，这一次主要以科技企业造车为主。 而今年以来新加入造车队伍中的企业，其背景五花八门，有做扫地机器人的，有做电池的，有做房 地产的，还有做充换电的。 目前汽车行业淘汰赛不止，为何还有 ...

Core Viewpoint - The emergence of new electric vehicle manufacturers in China continues despite the ongoing industry consolidation and the failure of many previous entrants, driven by various backgrounds and investment motivations [2][9]. Group 1: New Entrants in the EV Market - Companies like Pursuit Technology, Jin Yu Automobile, and Craftsman Automobile are entering the market with high-performance electric vehicles, including luxury models and sports cars [2][3]. - Pursuit Technology plans to launch a super luxury electric vehicle by 2027, previously focusing on a range-extended SUV [2][3]. - Jin Yu Automobile aims to produce two electric sports cars by 2026, targeting sales of 50,000 units in 2026 and 200,000 units by 2028 [3]. Group 2: Background and Investment - Many new entrants are linked to established tech companies, particularly Xiaomi, which has invested in several of these startups [3][4]. - Craftsman Automobile, originally a creator on the Bilibili platform, has received investment from Xiaomi and is focusing on personalized electric supercars [4][5]. Group 3: Production and Market Focus - The new companies are leveraging idle production capacities in local factories, with a significant portion of China's automotive production capacity currently underutilized [9][10]. - Jin Yu Automobile and Craftsman Automobile are utilizing existing production facilities to manufacture their vehicles, addressing local government interests in revitalizing idle capacities [10][12]. Group 4: International Market Strategy - Many of these new manufacturers are targeting international markets rather than focusing solely on domestic sales, with plans to enter regions like Europe, Southeast Asia, and Africa [6][7]. - Pursuit Technology aims to replicate its success in the automotive sector by leveraging China's supply chain and global distribution channels [6]. Group 5: Industry Dynamics and Challenges - The current automotive landscape is characterized by a significant number of companies vying for market share, with many facing challenges due to intense competition and market saturation [9][15]. - The shift towards electric vehicles and the need for innovative business models are driving investment in new automotive ventures, as traditional growth avenues become constrained [9].