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风雪腊梅
2021-05-25

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520 said to break up, why was Nio "abandoned"?

携手多年，蔚来与传统车企的两段“恋情”均无疾而终。 5月20日，这一天因谐音被年轻人视作另一个情人节。长安汽车却在这一天发布了一则“分手”公告，其控股子公司“长安蔚来”正式更名为阿维塔科技。阿维塔科技

520 said to break up, why was Nio "abandoned"?

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":138230978,"tweetId":"138230978","gmtCreate":1621941177294,"gmtModify":1704364807277,"author":{"id":3581155580868820,"idStr":"3581155580868820","authorId":3581155580868820,"authorIdStr":"3581155580868820","name":"风雪腊梅","avatar":"https://static.tigerbbs.com/6098bb5390cb75567a6e67bf6a793e29","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":26,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>???</body></html>","htmlText":"<html><head></head><body>???</body></html>","text":"???","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/138230978","repostId":2137158515,"repostType":2,"repost":{"id":"2137158515","kind":"news","pubTimestamp":1621865791,"share":"https://ttm.financial/m/news/2137158515?lang=en_US&edition=fundamental","pubTime":"2021-05-24 22:16","market":"hk","language":"zh","title":"520 said to break up, why was Nio \"abandoned\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2137158515","media":"36氪","summary":"携手多年，蔚来与传统车企的两段“恋情”均无疾而终。\n5月20日，这一天因谐音被年轻人视作另一个情人节。长安汽车却在这一天发布了一则“分手”公告，其控股子公司“长安蔚来”正式更名为阿维塔科技。阿维塔科技","content":"After many years of hand in hand, Nio's two \"romances\" with traditional car companies ended in vain.May 20th, this day is regarded by young people as another Valentine's Day because of its homophony.<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>However, a \"breakup\" announcement was issued on this day, and its holding subsidiary \"Changan Nio\" officially changed its name to Avita Technology. Avita Technology will operate completely in the market, operate independently, and develop independently, and cooperate with Changan Automobile, Huawei,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>Together to create<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Electric Connected Vehicle Platform (CHN) to create a smart car product series.With the establishment of Avita Technology, Nio's role in Changan's project to build a high-end new energy brand has become even more diluted. Tianyancha shows that Nio holds only 4.62% of the company's shares.On the other hand, GAC and Nio also silently ended their relationship. On April 6, GAC Nio officially changed its name to Hechuang Technology. Tianyancha shows that Nio's shares were diluted to only 4.4589%. Li Bin, founder and chairman of Nio, withdrew from the legal representative of GAC Nio in January this year.Nio's two relationships both started in 2017. In April and December of that year, Nio and Changan Automobile,<a href=\"https://laohu8.com/S/601238\">GAC Group</a>Signed a strategic cooperation agreement. \"Just like falling in love and getting married, you will observe many people at first, and finally you will choose the most suitable one.\" Zhu Huarong, chairman of Changan Automobile, once said at the signing ceremony.It seems that the \"most suitable\" partner at the beginning is no longer suitable, but after joining hands with newcomers, the road to high-end new energy for Changan and GAC may still not be easy.1The story behind the breakupAccording to Li Bin's earlier statement, the joint venture project between Nio and Changan is actually a kind of \"taking advantage of each\". Nio needs to rely on Changan's strength in R&D, manufacturing and supply chain, while Changan has expectations for Nio's three-power and intelligent technological advantages.In August 2018, Changan Nio settled in Nanjing Jiangning Development Zone. After that, Changan Nio has made little substantial progress. For more than two years, Changan Nio's strategic planning, brand LOGO and products have not made progress.<img src=\"https://static.tigerbbs.com/b8d4a5af89da269277bcc7ed798c41ec\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Source: Changan Nio officialUnder this circumstance, Chang'an can't sit still. In June 2020, Changan Nio underwent industrial and commercial changes. Tan Benhong, executive vice president of Changan Automobile, succeeded Li Bin as chairman of Changan Nio. Through cash capital increase and other means, Changan's total stake in Changan Nio increased to 95.38%, while Nio only held 4.62%.Regarding \"giving up\" Nio,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>Wang Yuan, an automobile analyst, believes that Changan originally \"hoped to build its own mid-to-high-end brand with the help of Changan Nio's team\", but Changan Nio made slow progress. After adjusting the equity, \"Changan can firmly control Changan Nio in its own hands\", which is convenient to control the pace of brand planning.But in fact, Nio has its own difficulties.Shortly after Changan Nio settled in Nanjing, Nio entered the \"most difficult 2019\", and Li Bin was also ridiculed as \"the worst person in 2019\". In 2019, Nio encountered negative events such as spontaneous combustion of vehicles and squatting, and its performance was also \"terrible\". The financial report shows that Nio lost more than 11 billion yuan in 2019, with an average monthly sales volume of less than 2,000 vehicles. At that time, Nio \"seemed to have more than enough energy for joint venture projects\".It was not until April 29 last year that Nio's Chinese headquarters settled in Hefei and successfully won a strategic investment of 7 billion yuan that the situation in Nio improved. \"But Nio, who got life-saving money, may be more concerned about saving himself.\"Compared with Changan Nio, GAC Nio \"runs faster\".On April 10, 2018, GAC Nio was officially established. A year later, GAC Nio released its new brand-\"HYCAN Hechuang\" and launched its first mass-produced model 007.<img src=\"https://static.tigerbbs.com/41421e69999953af1285c6b40308adef\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Source:<a href=\"https://laohu8.com/S/02238\">GAC Group</a>officialAccording to the official introduction, GAC Nio 007 was born on the pure electric GEP2.0 platform of GAC New Energy Intelligent Ecological Factory, and also incorporates Nio's intelligent technology genes. Therefore, 007 is called \"Little Nio\" by the market, and GAC has set a sales target of \"15,000 vehicles in 2020\" for 007.However, GAC Nio has not been recognized by consumers. According to data from the Passenger Car Association, GAC Nio sold only 659 vehicles in 2020, and the sales volume was bleak.Xiao Ming, a sales consultant of GAC Nio, analyzed to Future Auto Daily (ID: auto-time) that as a brand jointly invested and independently operated by GAC and Nio, \"many consumers simply can't tell the difference between GAC Nio and Nio.\" 007 is very similar to GAC AION LX, Nio ES6 and other models in many aspects, and the problem of homogeneity is prominent.In addition, GAC Nio has experienced many marketing accidents, which have greatly affected its brand image. This may have aggravated the \"disintegration\" between GAC and Nio.At the end of 2020, GAC Nio officially<a href=\"https://laohu8.com/S/WB\">Weibo</a>Announced the acceptance of digital currency car purchases. Since Bitcoin is not legal tender in China, GAC Nio was quickly criticized by netizens and media. Two hours later, the official deleted this Weibo.<img src=\"https://static.tigerbbs.com/7ea7142fe3de9dcc9fcba4e31b6eafae\" tg-width=\"550\" tg-height=\"610\" referrerpolicy=\"no-referrer\">Source: Nio official\"The [extraordinary] performance in marketing may be due to financial constraints,\" Xiao Ming said. Tianyancha shows that the registered capital of GAC Nio is 500 million yuan. GAC Nio has not received public financing for more than two years since its establishment. Its announcement shows that it did not receive strategic investment of 2.405 billion yuan from Zhujiang Investment Management and GAC Aian until January this year.\"GAC Nio is short of money, but Nio may not have enough money and energy to run GAC Nio.\" Wang Yuan believes.However, Qin Lihong, co-founder and president of Nio Automobile, once clarified that although it faces some financial challenges, the money invested in the joint venture company has not been affected. \"Their development (setbacks) (GAC Nio and Changan Nio) is not (simply because of) money.\"\"Nio will always bless and help them (Changan Nio and GAC Nio), but they need to find their own way.\"2How to realize their respective \"high-end dreams\"?After giving up Nio, Changan found new partners-Huawei and CATL.According to Changan Automobile, Huawei will give full play to its ICT technology advantages and jointly build full value chain links such as R&D, channels, services, and ecology with Avita Technology to provide users with full-stack smart car solutions and achieve the intelligent level of electric vehicles. As a power battery provider and new energy solution service provider, CATL empowers Avita Technology with smart electric vehicle power battery technology to jointly create a safe and convenient energy ecosystem.<img src=\"https://static.tigerbbs.com/395d65636f06d67a7219b5c99a09baf7\" tg-width=\"550\" tg-height=\"303\" referrerpolicy=\"no-referrer\">Source: Huawei officialJoining hands with Huawei may be the best choice for Changan to accelerate its smart electric vehicle business. After all, several car companies currently joining hands with Huawei have \"tasted the sweetness\". Work with Huawei to create the Cyrus SF5<a href=\"https://laohu8.com/S/601127\">Xiaokang shares</a>Xiti'S stock price doubled, and BAIC, which jointly released the Polar Fox Alpha S with Huawei, also ushered in a continuous surge.But on the other hand, if Changan wants to achieve success in the field of high-end new energy vehicles and grasp funds and technology in its own hands, Changan has to rely on itself. After all, Huawei has many automotive customers, and how to obtain differentiated advantages is a difficult problem.\"I tried this model (of cooperation between car companies and Huawei) in UC before, and then I died miserably.\"<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>He XPeng, the chairman of the board, said bluntly in an interview with the media. He believes that car companies rely on Huawei, just as mobile phone manufacturers hand over operating systems to outsiders. This kind of cooperation is very challenging. Only<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Only by adopting the vertical integration mode of software and hardware integration can we control the core competitiveness in our own hands.On May 24, Huawei issued another statement reiterating, \"So far, we have not invested in any car companies. We will not invest in any car companies in the future, let alone hold shares or participate in shares.\"As if foreseeing that Huawei was so \"absolute\", after Changan Nio changed its name to Avita Technology, Changan Automobile's stock price fell by 6.30%, which was completely opposite to the previous skyrocketing stock prices of \"Huawei automobile concept stocks\" such as Xiaokang shares.GAC Nio found a new partner-Zhujiang Investment Management in January this year.<img src=\"https://static.tigerbbs.com/af7ff90335425adbb55651f2f1a44354\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Source: Hechuang AutomobileOn January 6, GAC Group announced that it agreed to its joint venture company GAC Nio to implement a capital increase and share expansion plan by introducing strategic investors GAC Aian and Zhujiang Investment Management, and signed an agreement related to capital increase and share expansion, with a total capital increase of approximately 2.405 billion yuan.According to the plan, GAC Nio hopes to deliver 250,000 vehicles in 2025, with a total output value of over 40 billion yuan. In terms of new cars, GAC Nio will launch A-class sedans and A-class SUVs this year based on GAC Aian models. The price of A-class sedans may be set at less than 200,000 yuan.On April 6, GAC Nio officially changed its name to Hechuang Technology. Angelababy, CEO of Hechuang Automobile, believes that \"Zhujiang Investment Management Group has a layout in forward-looking technology fields such as artificial intelligence, big data application, blockchain, intelligent manufacturing, data supercomputing and processing, as well as new retailer super-format fields such as Heshenghui. Hechuang Automobile can take advantage of these advantages to participate in multiple car scenarios of consumers and provide a better service experience.\"Despite the confidence of the top management, the embarrassing reality cannot be ignored. Competitive pressure from fellow brother GAC Aian still exists. How to clearly distinguish Hechuang's new cars from GAC Aian's products is an unavoidable problem.(At the request of the interviewee, some characters in the article are pseudonyms)","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>520 said to break up, why was Nio \"abandoned\"?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n520 said to break up, why was Nio \"abandoned\"?\n</h2>\n<h4 class=\"meta\">\n\n36氪2021-05-24 22:16\n\n</h4>\n</header>\n<article>\nAfter many years of hand in hand, Nio's two \"romances\" with traditional car companies ended in vain.May 20th, this day is regarded by young people as another Valentine's Day because of its homophony.<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>However, a \"breakup\" announcement was issued on this day, and its holding subsidiary \"Changan Nio\" officially changed its name to Avita Technology. Avita Technology will operate completely in the market, operate independently, and develop independently, and cooperate with Changan Automobile, Huawei,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>Together to create<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Electric Connected Vehicle Platform (CHN) to create a smart car product series.With the establishment of Avita Technology, Nio's role in Changan's project to build a high-end new energy brand has become even more diluted. Tianyancha shows that Nio holds only 4.62% of the company's shares.On the other hand, GAC and Nio also silently ended their relationship. On April 6, GAC Nio officially changed its name to Hechuang Technology. Tianyancha shows that Nio's shares were diluted to only 4.4589%. Li Bin, founder and chairman of Nio, withdrew from the legal representative of GAC Nio in January this year.Nio's two relationships both started in 2017. In April and December of that year, Nio and Changan Automobile,<a href=\"https://laohu8.com/S/601238\">GAC Group</a>Signed a strategic cooperation agreement. \"Just like falling in love and getting married, you will observe many people at first, and finally you will choose the most suitable one.\" Zhu Huarong, chairman of Changan Automobile, once said at the signing ceremony.It seems that the \"most suitable\" partner at the beginning is no longer suitable, but after joining hands with newcomers, the road to high-end new energy for Changan and GAC may still not be easy.1The story behind the breakupAccording to Li Bin's earlier statement, the joint venture project between Nio and Changan is actually a kind of \"taking advantage of each\". Nio needs to rely on Changan's strength in R&D, manufacturing and supply chain, while Changan has expectations for Nio's three-power and intelligent technological advantages.In August 2018, Changan Nio settled in Nanjing Jiangning Development Zone. After that, Changan Nio has made little substantial progress. For more than two years, Changan Nio's strategic planning, brand LOGO and products have not made progress.<img src=\"https://static.tigerbbs.com/b8d4a5af89da269277bcc7ed798c41ec\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Source: Changan Nio officialUnder this circumstance, Chang'an can't sit still. In June 2020, Changan Nio underwent industrial and commercial changes. Tan Benhong, executive vice president of Changan Automobile, succeeded Li Bin as chairman of Changan Nio. Through cash capital increase and other means, Changan's total stake in Changan Nio increased to 95.38%, while Nio only held 4.62%.Regarding \"giving up\" Nio,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>Wang Yuan, an automobile analyst, believes that Changan originally \"hoped to build its own mid-to-high-end brand with the help of Changan Nio's team\", but Changan Nio made slow progress. After adjusting the equity, \"Changan can firmly control Changan Nio in its own hands\", which is convenient to control the pace of brand planning.But in fact, Nio has its own difficulties.Shortly after Changan Nio settled in Nanjing, Nio entered the \"most difficult 2019\", and Li Bin was also ridiculed as \"the worst person in 2019\". In 2019, Nio encountered negative events such as spontaneous combustion of vehicles and squatting, and its performance was also \"terrible\". The financial report shows that Nio lost more than 11 billion yuan in 2019, with an average monthly sales volume of less than 2,000 vehicles. At that time, Nio \"seemed to have more than enough energy for joint venture projects\".It was not until April 29 last year that Nio's Chinese headquarters settled in Hefei and successfully won a strategic investment of 7 billion yuan that the situation in Nio improved. \"But Nio, who got life-saving money, may be more concerned about saving himself.\"Compared with Changan Nio, GAC Nio \"runs faster\".On April 10, 2018, GAC Nio was officially established. A year later, GAC Nio released its new brand-\"HYCAN Hechuang\" and launched its first mass-produced model 007.<img src=\"https://static.tigerbbs.com/41421e69999953af1285c6b40308adef\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Source:<a href=\"https://laohu8.com/S/02238\">GAC Group</a>officialAccording to the official introduction, GAC Nio 007 was born on the pure electric GEP2.0 platform of GAC New Energy Intelligent Ecological Factory, and also incorporates Nio's intelligent technology genes. Therefore, 007 is called \"Little Nio\" by the market, and GAC has set a sales target of \"15,000 vehicles in 2020\" for 007.However, GAC Nio has not been recognized by consumers. According to data from the Passenger Car Association, GAC Nio sold only 659 vehicles in 2020, and the sales volume was bleak.Xiao Ming, a sales consultant of GAC Nio, analyzed to Future Auto Daily (ID: auto-time) that as a brand jointly invested and independently operated by GAC and Nio, \"many consumers simply can't tell the difference between GAC Nio and Nio.\" 007 is very similar to GAC AION LX, Nio ES6 and other models in many aspects, and the problem of homogeneity is prominent.In addition, GAC Nio has experienced many marketing accidents, which have greatly affected its brand image. This may have aggravated the \"disintegration\" between GAC and Nio.At the end of 2020, GAC Nio officially<a href=\"https://laohu8.com/S/WB\">Weibo</a>Announced the acceptance of digital currency car purchases. Since Bitcoin is not legal tender in China, GAC Nio was quickly criticized by netizens and media. Two hours later, the official deleted this Weibo.<img src=\"https://static.tigerbbs.com/7ea7142fe3de9dcc9fcba4e31b6eafae\" tg-width=\"550\" tg-height=\"610\" referrerpolicy=\"no-referrer\">Source: Nio official\"The [extraordinary] performance in marketing may be due to financial constraints,\" Xiao Ming said. Tianyancha shows that the registered capital of GAC Nio is 500 million yuan. GAC Nio has not received public financing for more than two years since its establishment. Its announcement shows that it did not receive strategic investment of 2.405 billion yuan from Zhujiang Investment Management and GAC Aian until January this year.\"GAC Nio is short of money, but Nio may not have enough money and energy to run GAC Nio.\" Wang Yuan believes.However, Qin Lihong, co-founder and president of Nio Automobile, once clarified that although it faces some financial challenges, the money invested in the joint venture company has not been affected. \"Their development (setbacks) (GAC Nio and Changan Nio) is not (simply because of) money.\"\"Nio will always bless and help them (Changan Nio and GAC Nio), but they need to find their own way.\"2How to realize their respective \"high-end dreams\"?After giving up Nio, Changan found new partners-Huawei and CATL.According to Changan Automobile, Huawei will give full play to its ICT technology advantages and jointly build full value chain links such as R&D, channels, services, and ecology with Avita Technology to provide users with full-stack smart car solutions and achieve the intelligent level of electric vehicles. As a power battery provider and new energy solution service provider, CATL empowers Avita Technology with smart electric vehicle power battery technology to jointly create a safe and convenient energy ecosystem.<img src=\"https://static.tigerbbs.com/395d65636f06d67a7219b5c99a09baf7\" tg-width=\"550\" tg-height=\"303\" referrerpolicy=\"no-referrer\">Source: Huawei officialJoining hands with Huawei may be the best choice for Changan to accelerate its smart electric vehicle business. After all, several car companies currently joining hands with Huawei have \"tasted the sweetness\". Work with Huawei to create the Cyrus SF5<a href=\"https://laohu8.com/S/601127\">Xiaokang shares</a>Xiti'S stock price doubled, and BAIC, which jointly released the Polar Fox Alpha S with Huawei, also ushered in a continuous surge.But on the other hand, if Changan wants to achieve success in the field of high-end new energy vehicles and grasp funds and technology in its own hands, Changan has to rely on itself. After all, Huawei has many automotive customers, and how to obtain differentiated advantages is a difficult problem.\"I tried this model (of cooperation between car companies and Huawei) in UC before, and then I died miserably.\"<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>He XPeng, the chairman of the board, said bluntly in an interview with the media. He believes that car companies rely on Huawei, just as mobile phone manufacturers hand over operating systems to outsiders. This kind of cooperation is very challenging. Only<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Only by adopting the vertical integration mode of software and hardware integration can we control the core competitiveness in our own hands.On May 24, Huawei issued another statement reiterating, \"So far, we have not invested in any car companies. We will not invest in any car companies in the future, let alone hold shares or participate in shares.\"As if foreseeing that Huawei was so \"absolute\", after Changan Nio changed its name to Avita Technology, Changan Automobile's stock price fell by 6.30%, which was completely opposite to the previous skyrocketing stock prices of \"Huawei automobile concept stocks\" such as Xiaokang shares.GAC Nio found a new partner-Zhujiang Investment Management in January this year.<img src=\"https://static.tigerbbs.com/af7ff90335425adbb55651f2f1a44354\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Source: Hechuang AutomobileOn January 6, GAC Group announced that it agreed to its joint venture company GAC Nio to implement a capital increase and share expansion plan by introducing strategic investors GAC Aian and Zhujiang Investment Management, and signed an agreement related to capital increase and share expansion, with a total capital increase of approximately 2.405 billion yuan.According to the plan, GAC Nio hopes to deliver 250,000 vehicles in 2025, with a total output value of over 40 billion yuan. In terms of new cars, GAC Nio will launch A-class sedans and A-class SUVs this year based on GAC Aian models. The price of A-class sedans may be set at less than 200,000 yuan.On April 6, GAC Nio officially changed its name to Hechuang Technology. Angelababy, CEO of Hechuang Automobile, believes that \"Zhujiang Investment Management Group has a layout in forward-looking technology fields such as artificial intelligence, big data application, blockchain, intelligent manufacturing, data supercomputing and processing, as well as new retailer super-format fields such as Heshenghui. Hechuang Automobile can take advantage of these advantages to participate in multiple car scenarios of consumers and provide a better service experience.\"Despite the confidence of the top management, the embarrassing reality cannot be ignored. Competitive pressure from fellow brother GAC Aian still exists. How to clearly distinguish Hechuang's new cars from GAC Aian's products is an unavoidable problem.(At the request of the interviewee, some characters in the article are pseudonyms)\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://36kr.com/p/1238480617460099\">36氪</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41421e69999953af1285c6b40308adef","relate_stocks":{"601238":"广汽集团","NIO":"蔚来","000625":"长安汽车"},"source_url":"https://36kr.com/p/1238480617460099","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137158515","content_text":"携手多年，蔚来与传统车企的两段“恋情”均无疾而终。\n5月20日，这一天因谐音被年轻人视作另一个情人节。长安汽车却在这一天发布了一则“分手”公告，其控股子公司“长安蔚来”正式更名为阿维塔科技。阿维塔科技将完全市场化运作，独立经营，独立发展，与长安汽车、华为、宁德时代携手共创智能电动网联汽车平台（CHN），打造智能汽车产品系列。\n伴随着阿维塔科技的成立，长安打造高端新能源品牌的项目里，蔚来的角色更加淡化。天眼查显示，蔚来所持该公司股份仅剩4.62%。\n另一边，广汽和蔚来也默默结束了恋情。4月6日，广汽蔚来正式更名为合创科技。天眼查显示，蔚来股份被稀释到仅剩4.4589%，蔚来创始人、董事长李斌于今年1月退出广汽蔚来法定代表人。\n蔚来的两段恋情均开始于2017年，当年4月和12月，蔚来分别和长安汽车、广汽集团签署了战略合作协议。“就像谈恋爱结婚一样，最初会观察很多人，最后会选择最合适的那个。”签约仪式上，长安汽车董事长朱华荣曾这样说道。\n当初“最合适”的合作对象似乎已不再适宜，但携手新人后，长安和广汽的高端新能源之路或许仍不轻松。\n1\n分手背后的故事\n按照李斌早前的说法，蔚来与长安的合资项目其实是一种“各取所长”。蔚来需要借助长安在研发制造与供应链方面的实力，长安则对蔚来的三电、智能化技术优势抱有期望。\n2018年8月，长安蔚来落户于南京江宁开发区。在此之后，长安蔚来却鲜有实质性进展。两年多时间，长安蔚来的战略规划、品牌LOGO和产品并无进展。\n来源：长安蔚来官方\n在此情况下，长安有些坐不住了。2020年6月，长安蔚来发生工商变更。长安汽车执行副总裁谭本宏接替李斌成为长安蔚来的董事长。通过现金增资等方式，长安合计持有长安蔚来的股权增加至95.38%，蔚来仅持有4.62%。\n关于“放弃”蔚来，中信证券汽车分析师王媛认为，长安本来“希望借助长安蔚来的团队打造自己的中高端品牌”，但长安蔚来进展缓慢，调整股权后“长安可以将长安蔚来的控制权紧紧掌握在自己手中”，便于掌控品牌规划的节奏。\n但其实，蔚来有自己的苦衷。\n长安蔚来落户南京不久后，蔚来便步入“最艰难的2019年”，李斌也被调侃为“2019最惨的人”。2019年，蔚来遭遇了车辆自燃、趴窝等负面事件，业绩也“惨不忍睹”。财报显示，2019年蔚来亏损超过110亿元，月均销量不足2000辆。彼时的蔚来，“对合资项目似乎心有余而力不足”。\n直到去年4月29日，蔚来中国总部入驻合肥，并顺利拿下70亿元战略投资，蔚来的情况才有所好转。“但拿到救命钱的蔚来，更关注的可能是救自己。”\n相较于长安蔚来，广汽蔚来算“跑得比较快”。\n2018年4月10日，广汽蔚来正式成立。一年后，广汽蔚来便发布了旗下全新品牌——“HYCAN 合创”，并推出了首款量产车型007。\n来源：广汽集团官方\n据官方介绍，广汽蔚来007诞生于广汽新能源智能生态工厂纯电GEP2.0平台，同时融入了蔚来的智能化科技基因。因此，007被市场称为“小蔚来”，广汽为007制定了“2020年1.5万辆”的销量目标。\n然而，广汽蔚来并未获得消费者的认可。乘联会数据显示，广汽蔚来2020年销量仅659辆，销量惨淡。\n广汽蔚来销售顾问肖明向未来汽车日报（ID：auto-time）分析称，作为由广汽和蔚来共同投资且独立运营的品牌，“很多消费者根本分不清广汽蔚来和蔚来有什么区别”，007与广汽AION LX、蔚来ES6等车型在很多方面十分雷同，同质化问题突出。\n此外，广汽蔚来还发生过多次营销事故，品牌形象大受影响。这或许加剧了广汽与蔚来的“分崩离析”。\n2020年末，广汽蔚来在官方微博宣布接受数字货币购车。由于比特币在中国并非法定货币，广汽蔚来迅速遭到网友和媒体的批评，两个小时后，官方删除了此条微博。\n来源：蔚来官方\n“在营销方面的（出格）表现或许是因为受困于资金限制”，肖明称。天眼查显示，广汽蔚来的注册资金为5亿元人民币。广汽蔚来成立两年多未获得公开融资，其发布的公告显示，直到今年1月才获得珠江投管和广汽埃安的24.05亿元战略投资。\n“广汽蔚来缺钱，但蔚来可能没有充足的钱和精力去经营广汽蔚来。”王媛认为。\n不过，蔚来汽车联合创始人、总裁秦力洪曾澄清道，虽然在财务方面面临一些挑战，但是投向合资公司的钱并未受影响，“它们（广汽蔚来和长安蔚来）的发展（遇挫），也不是（单纯因为）钱的问题 ”。\n“蔚来永远祝福、帮助它们（长安蔚来和广汽蔚来），但是它们的路需要自己去找。”\n2\n各自的“高端梦”如何实现？\n放弃蔚来后，长安找到了新的伴侣——华为和宁德时代。\n据长安汽车介绍，华为将发挥其ICT技术优势，与阿维塔科技联合构建研发、渠道、服务、生态等全价值链环节，为用户提供全栈智能汽车解决方案，实现电动汽车智能化水平。宁德时代作为动力电池提供商和新能源解决方案服务商，以智能电动汽车动力电池技术赋能阿维塔科技，共创安全便捷的能源生态系统。\n来源：华为官方\n联手华为，或许是长安加速推进智能电动车业务最好的选择。毕竟，目前牵手华为的几家车企均“尝到了甜头”。与华为共同打造赛力斯 SF5 的小康股份喜提股价翻倍，与华为联合发布极狐阿尔法 S 的北汽也迎来连续大涨。\n但另一方面，要想在高端新能源车领域有所成就，将资金和技术抓在自己手中，长安还得靠自己。毕竟，华为的汽车客户众多，如何取得差异化优势，是个难题。\n“（车企与华为合作的）这种模式，以前我在UC尝试过，后来死得很惨。”小鹏汽车董事长何小鹏接受媒体采访时曾直言。他认为，车企依赖华为，就像手机制造商把操作系统交给外人来做，这种合作方式挑战很大。只有苹果采用的软硬件一体化的垂直整合模式，才能把核心竞争力掌握在自己手里。\n5月24日，华为再次发布声明重申道，“至今为止，我们并未投资任何车企。未来也不会投资任何车企，更不会控股、参股。”\n仿佛是预见到华为如此“绝然”，在长安蔚来更名为阿维塔科技后，长安汽车的股价下跌6.30%，与此前小康股份等“华为汽车概念股”股价疯涨截然相反。\n广汽蔚来则在今年1月找到了新的合作伙伴——珠江投管。\n来源：合创汽车\n1月6日，广汽集团发布公告称，同意其合营公司广汽蔚来通过引入战略投资者广汽埃安、珠江投管实施增资扩股方案并签署增资扩股相关的协议，共计增资约24.05亿元。\n根据规划，广汽蔚来希望能在2025年实现交付量25万辆，总产值超400亿元。在新车方面，广汽蔚来将基于广汽埃安的车型，在今年推出A级轿车和A级SUV，其中A级轿车的售价或将定为20万元以内。\n4月6日，广汽蔚来正式更名为合创科技。合创汽车CEO杨颖认为，“珠江投管集团在人工智能、大数据应用、区块链、智能制造、数据超算及处理等前瞻科技领域，以及合生汇等新零售商超业态领域均有布局。合创汽车可以借助这些优势参与消费者的多个用车场景，提供更完善的服务体验。”\n尽管高层信心满满，尴尬的现实仍无法忽视。来自同门兄弟广汽埃安的竞争压力依然存在。合创的新车如何与广汽埃安的产品清晰地彼此区分，是无法回避的一大难题。\n（应受访者要求，文中部分人物为化名）","news_type":1,"symbols_score_info":{"601238":0.9,"NIO":0.9,"000625":0.9}},"isVote":1,"tweetType":1,"viewCount":2634,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}