“Zhidou is resurrected?” With the news that Yinyi Co.Ltd(000981) participated in the reorganization of Zhidou, the group of Zhidou car owners was boiling. In the years when Zhidou disappeared, many maintenance sites were closed. In winter, car owners even buy online accessories and repair their cars by themselves. Low price and suitable for transportation were the reasons why car owners chose Zhidou and insisted.
However, after Zhidou left, its proud characteristics of alternative transportation and high cost performance have been replaced one by one. A large number of automobile enterprises have launched micro new energy vehicles, and the market is being divided.
Wuling Hongguang miniev sold more than 426000 units in 2021 and won the annual sales crown of new energy; Chery ant launched a sweet powder model, and Chery QQ ice cream was officially listed; The Great Wall 2022 new black cat model has also been launched to the market.
Moreover, the improvement of battery configuration and technology is also one of the urgent problems to be solved by Zhidou. “The energy density of lithium iron phosphate battery used by Zhidou in those years was too low. If Zhidou was re listed, how to keep up with the pace of large forces and update their technology in the rapidly changing power battery market is the primary problem Zhidou faces,” Zhang Xiang, a researcher at the automotive industry innovation Research Center of Northern University of technology, told reporters.
More insiders told reporters that in the face of competition, Zhidou needs to have a strong supply chain and cost control level, as well as a mature service network. “After Zhidou is awakened, he is empty handed. How to face the strong hand?”
After leaving the field for several years and coming back, can Zhidou still find its place?
there is only one maintenance point left in Beijing great demand for battery pack maintenance in winter
Yinyi Co.Ltd(000981) march 2 announced that in order to accelerate the company’s strategic deployment in the field of new energy vehicle manufacturing, the company plans to invest no more than 400 million yuan to participate in the reorganization of Zhidou automobile and the change procedure of reorganization plan.
As early as October 28, 2019, Ninghai court decided to pre register Zhidou automobile for bankruptcy, and Zhidou automobile entered the pre reorganization procedure. On December 28, 2020, Nanjing Zhidou New Energy Vehicle Co., Ltd. once became the reorganization investor of Zhidou automobile. However, because it failed to pay the restructuring investment in full according to the contract and had no intention to continue to perform, Zhidou automobile’s restructuring plan could not be implemented.
In these years when Zhidou disappeared, the car owner who needs maintenance is the most concerned about this car enterprise.
“Zhidou is resurrected?” With the news of the cooperation between Yinyi Co.Ltd(000981) and Zhidou, Zhidou car owners are boiling. Someone said that the most concerned problem of broken car owners was “can we restore the after-sales service first”.
“In winter, many people call me to repair Zhidou, and Zhidou’s battery can’t discharge so much electricity in winter,” a manufacturer boss who once repaired Zhidou told shell finance reporters.
Zhidou D2, bought by Fujian owner Xiao Zhang, recently had a problem. It was continuously charged for three hours with a current of 9a and a voltage of 72V, but the power consumption was always only 2%. Many other car owners asked questions in the group, and then purchased the lithium battery active equalization module to repair the car by themselves.
The above boss said that this may be that Zhidou’s battery pack has a problem and needs to be replaced. This situation occurs not only in Fujian, but also in the northeast.
“In fact, I’m quite puzzled. The colder the place, the harder it is to use electric cars. I’m in Beijing. Why do even the owners of Harbin and Changchun call me to repair the car now? Why do so many Northeast people buy Zhidou and have no place to repair it?” the boss told reporters that Zhidou had already stopped production. He had done Zhidou maintenance business before, but with the year of shutdown, he increased his family, Many after-sales manufacturers have quit, and they don’t do the after-sales of Zhidou now.
The boss said that now Zhidou’s new car is out of gear, resulting in the out of gear of many after-sales products. In addition, the first generation Zhidou car has been sold for 5-8 years. For the electric vehicle battery pack, the service life has decreased and the maintenance demand is high, resulting in the contradiction between supply and demand.
In his impression, only Fengtai in Beijing has a repair shop that can repair Zhidou.
On March 4, the reporter called the above Zhidou repair shop, and the owner of the repair shop also confirmed to the reporter that there are more car owners who repair Zhidou in recent winter.
In fact, those who repair Zhidou may not be the first-hand owners of Zhidou. The owner of the repair shop told reporters that Zhidou’s second-hand car has a good circulation rate in the market.
He knows a car owner in Chaoyang District, Beijing. He has bought Zhidou and left it at home for six years. He doesn’t drive it normally, just to let the new energy license sector have a car to put. Many car owners will buy Zhidou’s second-hand car, mainly to match the new energy license sector.
“Zhidou was the cheapest and most cost-effective car in new energy vehicles,” said the owner of the repair shop. In fact, some car owners told reporters that they bought Zhidou just to be cheap. “I used to think that at the price of Zhidou, any shortcomings can be tolerated”.
mini electric vehicle market is rapidly divided competitors take the lead successively
In fact, Zhidou also had a brilliant future.
It is understood that Zhidou was officially listed in May 2014, with a total sales volume of 7400 vehicles in 2014, accounting for nearly 10% of the total Shanxi Guoxin Energy Corporation Limited(600617) vehicle sales in 2014. In that year, Zhidou set a grand goal by virtue of its cooperation with Geely and planned to triple its sales in 2015.
In 2015 and 2016, Zhidou achieved sales of 25300 and 24000 vehicles respectively. Finally, in 2017, Zhidou achieved annual sales of 43000 vehicles, becoming the second place in the annual sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicle market, and even ranking sixth in the global sales ranking.
In 2017, after completing the round a financing of RMB 1 billion, Zhidou started the round B financing of RMB 2 billion. At that time, the valuation of Zhidou was about 8 billion yuan.
Some car owners recalled that there were many cars and SUV models on the market at that time, but there was little choice in micro new energy vehicles. Zhidou stood out and won a lot of markets. However, with the rapid development of Chinese Shanxi Guoxin Energy Corporation Limited(600617) vehicles, the market of micro new energy vehicles has been rapidly occupied.
A car owner told reporters that in fact, Zhidou’s model has great advantages and is very convenient to walk around the streets.
However, in the years since Zhidou left, its proud characteristics of alternative transportation and high cost performance have been replaced one by one.
Among the car owners, Zhidou car owners frequently discuss whether they should sell Zhidou and buy Wuling Hongguang miniev, while Benben e-star and Euler black cat are also the discussion goals of car owners.
In the days when Zhidou left, Wuling Hongguang miniev sold more than 426000 vehicles in 2021, winning the annual sales crown of new energy vehicles.
Stimulated by the sale of Hongguang miniev, the blue ocean of small new energy vehicles was robbed. A large number of auto enterprises launched A00 new energy vehicles, which was once called the “first year” of new energy vehicles in 2021.
Before Hongguang miniev was listed, Chery QQ was a household name. According to the data, Chery QQ once ranked first in the comprehensive ranking of passenger car hedging rate in China from 2006 to 2010. Now, Chery QQ naturally wants a share.
On November 13, 2021, Chery ant launched a sweet powder model with a maximum range of 408km On December 28, Chery QQ ice cream was officially launched at a price of 2990043900 yuan, and three models of pudding, cone and sundae were released, with a total of seven colors and two endurance versions up to 170km.
In the view of many consumers, Chery QQ ice cream has launched a positive competition with Hongguang miniev.
Recently, the Great Wall 2022 new black cat model was officially launched. The new car has launched a variety of configuration versions, with a price range of 69800 yuan to 81300 yuan, and the maximum mileage can reach 405km.
Li Weili, deputy director of the economic consulting center of the National Information Center, has publicly said that small electrification at the middle and low end is the overall direction of future development.
He believes that small and medium-sized cities have urgent and motorized travel needs. Different from big cities, the living environment of small and medium-sized cities is relatively scattered, the demand for motorization is relatively high, and there is no need for vehicles with particularly high mileage. At present, there are only 80 cars for 1000 people in 1600 third tier small and medium-sized cities, while there are only 60 cars for 1000 people in villages and towns in 22000 third tier cities, which is still relatively low. All these provide a broad market for the development of electric vehicles after the reduction of subsidies.
leave the site for several years the configuration and technology of out of gear urgently need to be improved
Many car owners mentioned that if Zhidou can return to the market and launch a new car, they hope to solve the problems related to the easy power failure of the battery pack first. Insiders also pointed out that Zhidou left the market for several years, and the configuration and technology of out of gear urgently need to be improved.
Zhang Xiang told shell finance reporters that Zhidou’s battery energy density was too low and its mileage was too small to fully meet the national subsidy standard that year, which was one of the reasons for its factory shutdown.
“The energy density of the lithium iron phosphate battery used by Zhidou in those years was too low. If Zhidou was re listed, how to keep up with the pace of the big army and update its technology in the rapidly changing power battery market is the primary problem Zhidou faces,” Zhang Xiang said.
In Zhang Xiang’s view, Zhidou can use the current blade battery and ternary lithium battery. “The most important thing is to meet the national subsidy standard, or the mileage is competitive. If you reuse the old battery, it is difficult to compete in the market.”.
In addition, Zhang Xiang also said that when Zhidou was produced that year, the models’ screens on the market were relatively small, but now the trend and wind direction have changed, and Zhidou’s screens and software systems need to be redeveloped. In terms of appearance, Zhidou was fashionable and small a few years ago, but now it has met the “strong enemy” such as Hongguang miniev, and the appearance may have to be changed accordingly.
Some analysts said that at present, Chinese cities are generally facing the problems of road congestion, lack of parking spaces and high vehicle cost. A convenient, practical, safe, reliable and economical pure electric vehicle is very suitable for users’ travel needs.
Zhong Shi, an auto industry analyst, told the shell finance reporter that Zhidou, who has been dormant for a long time, was saved by new investors, which only shows that it is relatively simple for investors to enter the field of electric vehicles and find a ready-made qualified shell.
Zhang Xiang also agreed with the above statement and said that if Zhidou revives, the most valuable brand is this brand. “Previously, Zhidou did very well in the small new energy vehicle market, but some technologies, production lines and suppliers of Zhidou need to be rearranged”.
In fact, the reorganization announcement also said that Zhidou automobile is the only eight enterprises with independent and complete production qualification of new energy vehicles that have passed the review of the national development and Reform Commission and the Ministry of industry and information technology. At present, Zhidou automobile has more than 100 patents outside China, obtained EU E-MARK and CE certification, has successfully entered Italy, France, Spain and other European and American countries, and has been widely recognized in the international market.
“Wuling Hongguang miniev can be said to win customers with cost performance, not just because its price is the cheapest.” Zhong Shi said that there are many low-speed electric vehicles competing with Hongguang miniev at the same price. Hongguang miniev has superior performance and high cost performance in models with the same price.
Zhong Shi said that now Zhidou needs to face strong opponents such as Wuling Hongguang miniev, which puts forward high requirements for Zhidou’s large-scale production of cars. Zhidou needs to have a strong supply chain and cost control level, as well as a mature service network. “After Zhidou is awakened, he is empty handed. How to face the strong hand?”
In this regard, Zhang Xiang proposed that Zhidou is not limited to the market segment of small new energy vehicles. If we can broaden our vision, there may be a glimmer of vitality.
