
“很遗憾,不得不离开一手参与创办的零跑汽车,非常热爱零跑事业,但由于劳动合同到期,公司提出不再续约”,面对近期传得沸沸扬扬的离职传闻,零跑汽车联合创始人吴保军在微博如是说道。
历时三年零八个月,吴保军最终不得不抱憾与零跑汽车的总裁之位作别。但从吴保军微博的发声来看,此次离开零跑汽车似乎并非其本意。而去年12月吴保军对董宇辉事件的相关表态,似乎也暗有所指。
雷达财经梳理发现,在加入零跑汽车之前,吴保军曾先后在标致汽车、广汽本田、广汽丰田和众诚保险等多家企业就职。在朋友的引荐下,原本打算去恒大汽车的吴保军机缘巧合下来到了零跑汽车。
据吴保军介绍,在任期间,自己超预期地达成了来公司之前签署的聘用协议的三大目标。另据零跑汽车发布的2022年年报显示,当年吴保军的薪酬高达4382.3万元,仅次于公司创始人、董事长、首席执行官朱江明5636.1万元的薪酬。 数字化转型网(www.szhzxw.cn)
不过,吴保军的薪酬中包括3911.6万元的股份付款。据《国际金融报》报道,吴保军本人向其坦言,他本人其实并没有打算离职,离职事项目前尚未和公司达成共识,仍在协调中,分歧主要在持有股权的处理上。
值得一提的是,就在吴保军与零跑汽车不再续聘之际,零跑汽车刚刚获得价值6.59亿港元的投资。2023年,零跑汽车摘得造车新势力交付榜单探花的荣誉,但零跑汽车并未完成此前定下的全年交付目标,而公司常年亏损、毛利率较低的情况也有待进一步改善。
一、零跑汽车联合创始人被公司“开”了
被公司“开”了的联合创始人名单中又迎来了新成员,这次的主人公是造车新势力零跑汽车的联合创始人吴保军。 数字化转型网(www.szhzxw.cn)
吴保军的离职风波,要从1月23日说起。彼时,界面新闻率先披露了身为零跑汽车联合创始人、总裁的吴保军已经离职的消息。同时,零跑汽车将不再设总裁岗位。
次日,零跑汽车通过一则声明回应吴保军离职一事。零跑汽车在声明中称,吴保军的劳动合同已于2024年1月8日到期终止,经董事会决议,公司不再续聘。
据零跑汽车透露,吴保军近一年来主要负责战略发展和公共事务相关工作。经公司决议,吴保军离开公司后相关业务后续将由副总裁李腾飞负责。
本以为这起风波就此画上句号,随后吴保军本人通过微博对此次离职风波进行回应。(注:该微博账号昵称为吴保军,简介显示为零跑科技联合创始人、董事、总裁,但该账号尚未认证。)
据吴保军透露,其劳动合同于2024年1月8日终止。1月19日,公司董事会以通讯方式决议不再由其担任零跑科技总裁职务。但吴宝军也表示,目前自己仍担任董事职务。
不过,吴保军回应中的部分措辞却颇耐人寻味,“很遗憾,我不得不离开一手参与创办的零跑汽车,我非常热爱零跑事业,但由于劳动合同到期,公司提出不再续约”。
至于自己通过宁波景航和员工持股计划持有的股权,吴保军透露处理方案目前正在协商中。雷达财经通过零跑汽车此前发布的财报了解到,截至去年上半年末,吴保军共计持有零跑汽车1330.65万股股份,占总股本的1.16%。 数字化转型网(www.szhzxw.cn)
另据港交所披露的信息显示,今年1月2日,吴保军出售其拥有的5万股零跑汽车股份。以每股33.6港元计算,这笔交易的价值为168万港元。交易完成后,吴保军仍持有零跑汽车1345.65万股份。
值得注意的是,此次被公司“踢出局”的吴保军,去年12月曾多次在微博发表或转发与东方甄选及董宇辉相关的内容。12月16日,吴保军曾在微博留下“狗血剧继续播”、“高级打工者的狗血故事!支持罗永浩的观点!”等评论。没想到,一个多月后,吴保军也没能保住自己零跑汽车的总裁身份。有网友还在吴保军的评论区留言道,“瓜到自己身上了”。
另据媒体报道,同日,吴保军还曾在微博写道,“因为本质上,别人是王,你是将:杨修得罪了曹操,你看有啥好下场。韩信功劳那么大,最后还不是被刘邦给咔了。兔死狗烹、鸟尽弓藏。这几乎都是历史的必然。功劳越大,越要谦卑忠诚努力,给公司足够的安全感。让领导觉得‘我们董宇辉特别靠谱,让他顶大梁,没问题’。他们才不会搞事情。你自己收敛好锋芒,老板就不用想办法帮你收了。”
而在此次回应离职消息的文末,吴保军强调称,“职业经理人总裁也是一名员工,员工对于庞大的企业组织来说,是弱势的,是无助的”。吴保军还对公司提出了自己的三点希望:希望公司尊重历史,尊重契约;应合法、合理、合情;客户第一,员工第二。
据《证券日报》报道,多位接近零跑汽车的知情人士向其表示,他们认为吴保军仍是公司非执行董事,其通过在个人微博发布声明的形式回应社会关切的行为欠妥。
雷达财经注意到,1月26日下午,吴保军的微博主页已搜索不到提及“兔死狗烹、鸟尽弓藏”的这条微博,而吴保军回应离职传闻的微博也已“消失”。 数字化转型网(www.szhzxw.cn)
尽管吴保军对于离开零跑汽车深表遗憾,但吴保军在发布微博和接受媒体采访时,也表达了自己对于零跑汽车这个“前东家”的祝福,“感谢全体同事一直以来对我工作的支持和配合,也特别期待零跑越来越好!”
二、吴保军曾辗转多家车企,2022年年薪超4000万
雷达财经通过官网获悉,目前零跑汽车的高级管理层团队包括创始人、董事长、首席执行官朱江明,高级副总裁兼首席运营官徐军,高级副总裁兼首席营销官张韦力、高级副总裁兼董事会秘书敬华、高级副总裁曹力、高级副总裁周洪涛、副总裁巫存、副总裁舒春成。
此番没能继续在零跑汽车工作的吴保军,其实算得上是汽车行业的一名“老司机”,其在汽车行业已有三十年左右的从业经历,在战略管理、公司运营、产品管理、汽车营销和销售、投融资、保险、财务管理等方面有着丰富的经验。
在加入零跑汽车之前,吴保军曾辗转于多家车企。早在1993年,吴保军就已在标致汽车工作。在此期间,吴保军担任过广州标致汽车有限公司销售科东北区域经理。1998年,吴保军加盟本田汽车,担任广汽本田汽车有限公司销售科管理系系长。
转眼时间来到了千禧年后,在2005年至2012年的数年时间里,吴保军历任广汽丰田汽车有限公司销售部长、规划营销部长。之后一直到2020年,吴保军又在众诚汽车保险股份有限公司历任副总裁、董事、总裁、董事长职务。 数字化转型网(www.szhzxw.cn)
而吴保军与零跑汽车的缘分,则始于2020年。彼时,零跑汽车官宣了吴保军加盟公司的消息,至此吴保军摇身一变成为了零跑汽车的联合创始人兼总裁,并全面负责企业的运营工作。
在接受媒体采访时,吴保军曾坦言,自己加盟零跑汽车有一定的偶然性。最初吴保军原本打算去恒大汽车,但当时刚好遇到疫情事情就暂时被搁置。后来在一个认识朱江明的朋友的引荐下,吴保军顺势来到了零跑汽车。
吴保军透露,自己之所以选择加盟零跑汽车,最重要的原因是在他看来这是一家有着很深刻技术背景和技术文化的公司。而自己被朱江明相中,可能是因为自己在传统车企做销售的能力,以及在众城汽车保险做融资的能力。
在此次发布的微博长文中,吴保军也细数了自己对公司所做出的贡献。吴保军称,在自己一手参与零跑汽车创办的三年零八个月的日子里,在全体同事的共同努力下,零跑汽车从2020年销售1万台,2021年当年销售实现4.32万台、累计销售实现5.5万台,到2023年销售超过14.4万台。
“还有特别一提的是,零跑汽车22年9月份顺利在港交所IPO,23年确立了与Stelantis集团的合作,这都是巨大的成果”,吴保军直言自己超预期地达成了来公司之前签署的聘用协议的三大目标。
在任期间,零跑汽车给吴保军的待遇如何?据零跑汽车此前发布的2022年年报显示,2022年吴保军的薪酬为4382.3万元,其中包括工资及薪金333.4万元、酌情花红124.7万元以及股份付款3911.6万元。
可以作为参照的是,担任零跑汽车董事长、首席执行官的朱江明以及担任执行董事兼高级副总裁的曹力,去年的薪酬分别为5636.1万元、1984.4万元。 数字化转型网(www.szhzxw.cn)
换言之,去年吴保军的薪酬,仅次于创始人、董事长、首席执行官朱江明。据此计算,2022年,零跑汽车给吴保军和前述两位高管发放的薪酬合计超过1.2亿元。
不过,此番传出离职消息后,有知情人士曾向媒体透露,吴保军已有一年时间未参与零跑汽车的经营工作,其这一年主要负责战略和政府事务,离职对零跑汽车的经营不会有影响。
关于离职原因以及其职业生涯下一站的打算,吴保军在接受汽湃采访时表示,“暂时还不能对外披露,因为尚有一些事项正在与公司沟通之中,比如最终的公告与股权兑现情况等”。
三、仍处于亏损境地,零跑汽车尚未领跑
与吴保军就续聘事宜未达成一致的零跑汽车,不久之前刚刚向外界公布了一则好消息。
1月19日,零跑汽车发布公告称,公司与浙江省金华市产业基金订立H股认购协议,与武义县金投订立内资股认购协议,认购事项所得款总额为6.59亿港元,所得款项拟分配用于研发投资、营销、提升生产能力以及运营资金及一般公司用途等。
公告显示,此次认购事项完成后,零跑汽车第一大股东集团持股比例将从此前的23.47%降至23.21%;此前计划投资零跑汽车约15亿欧元的 Stellantis,其所持股份的比例也将由此前的21.26%降至21.02%;而零跑汽车的公众持股量则约为51.55%。 数字化转型网(www.szhzxw.cn)
回顾零跑汽车的发展,这家成立于2015年的公司,如今已迈入第九个年头。2022年9月,零跑汽车在港交所敲钟上市。尽管零跑汽车借此成为继蔚小理之后又一家登陆港股的造车新势力,但其仍不得不正视自己与同行之间的差距。
雷达财经了解到,2019年至2021年,零跑汽车的营收从1.17亿元攀升到了31.32亿元。2022年,零跑汽车的营收再度大增295.41%至123.85亿元。
但与同行相比,零跑汽车的营收规模仍存在着明显的差距。同一年,蔚来、理想汽车、小鹏汽车的年度营收分别为492.69亿元、268.55亿元、452.87亿元。
而在盈利能力方面,零跑汽车与绝大多数的新势力一样常年处于亏损状态。2019年至2022年,零跑汽车的年度净亏损分别为9.01亿元、11亿元、28.46亿元、51.09亿元。据此计算,零跑汽车在这四年的时间里累计亏损金额便接近100亿元。
与理想汽车已经率先实现盈利不同的是,零跑汽车目前还在亏损泥潭苦苦挣扎。不久前零跑汽车晒出的2023年三季报显示,去年第三季度,零跑汽车归属于股东应占亏损为9.86亿元。
同期,零跑汽车的毛利率为1.2%,相较2022年第三季度-8.9%、以及2023年第二季度-5.2%的毛利率有了明显的改善。对此,零跑汽车在财报中解释称,毛利率同比增长主要归因于销售车型结构的改善带来的平均售价提升以及持续的降本,环比增长则主要归因于持续的降本。
“我们在2023年第三季度提前达成毛利率转正的目标,季度毛利率达到1.2%,这意味着我们向本公司盈利的目标又靠近了一步”,面对公司前述提到的毛利率表现,身为零跑汽车“一把手”的朱江明如是说道。
不过,零跑汽车这样的毛利率表现显然还不足够优秀。正如夺得去年销冠荣誉的理想汽车的创始人李想所说,头部的新势力品牌毛利率需要保持在20%以上才能保障长期健康发展,否则根本无法持续投入研发、交付等长期投资。 数字化转型网(www.szhzxw.cn)
就交付量表现而言,2023全年,零跑汽车共交付新车144155辆,同比增长近三成,但与2022年Q3业绩发布会上定下的24万辆的年度交付目标相比,仅完成了计划的六成左右。
而与其他造车新势力相比,零跑汽车在交付量方面的表现也仍有进步空间。去年全年交付量排在零跑汽车之前的,分别是交付量达376030辆的理想汽车以及交付量达160038辆的蔚来,小鹏汽车以141601辆的交付量紧随零跑汽车之后,零跑汽车则是造车新势力全年交付榜单的探花。

翻译:
Wu Baojun, president of Zero Run Automobile, lost 43.82 million “golden rice bowl”
“It is a pity that I have to leave the zero Run car that I participated in and founded, and I love the zero Run business very much, but because the labor contract expires, the company proposes not to renew it,” in the face of the recent rumors of resignation, the co-founder of Zero Run car Wu Baojun said on Weibo.
After three years and eight months, Wu Baojun finally had to regret his departure from the position of president of Zero Run Cars. But from the voice of Wu Baojun’s micro blog, it seems that the departure from the zero car is not its intention. And in December last year, Wu Baojun’s relevant statement on Dong Yuhui incident seems to have implied something.
Radar financial review found that before joining Zero Run Automobile, Wu Baojun has worked in Peugeot Automobile, Guangqi Honda, Guangqi Toyota and Zhongcheng Insurance and other enterprises. Under the recommendation of friends, Wu Baojun, who originally planned to go to Evergrande Automobile, came down to zero running car by chance. 数字化转型网(www.szhzxw.cn)
According to Wu Baojun, during his tenure, he exceeded expectations to achieve the three major goals of the employment agreement signed before coming to the company. According to the 2022 annual report released by Zero Run Automobile, Wu Baojun’s salary was as high as 43.823 million yuan, second only to the company’s founder, chairman and CEO Zhu Jiangming’s salary of 56.361 million yuan.
However, Wu Baojun’s compensation included 39.116 million yuan in share payments. According to the International Finance News, Wu Baojun himself confessed to him that he actually did not intend to leave, and the separation matters have not yet reached a consensus with the company, which is still in coordination, and the differences are mainly in the handling of equity holdings.
It is worth mentioning that just when Wu Baojun and Zero Run Car did not renew their employment, Zero Run car just received an investment worth HK $659 million. In 2023, zero run cars won the honor of the delivery list of new car makers, but zero run cars did not complete the annual delivery target previously set, and the company’s perennial loss and low gross profit margin also need to be further improved.
First, the co-founder of Zero Run car was “driven” by the company
The list of co-founders who have been “opened” by the company has ushered in a new member, this time the protagonist is Wu Baojun, the co-founder of the new car building force zero Run car.
Wu Baojun’s resignation storm, to start from January 23. At that time, interface news was the first to disclose that Wu Baojun, co-founder and president of Zero running cars, had left the news. At the same time, Zero cars will no longer have a president position.
The next day, Zero Run car issued a statement in response to Mr. Wu’s departure. The company said in a statement that Wu Baojun’s labor contract expired on January 8, 2024, and the board of directors decided that the company would not renew his employment.
According to Zero Run Automobile, Wu Baojun has been mainly responsible for strategic development and public affairs related work in the past year. According to the company’s resolution, after Wu Baojun left the company, the relevant business follow-up will be responsible for Vice President Li Tengfei.
I thought that this storm would end, and then Wu Baojun himself responded to the resignation storm through Weibo. (Note: The Weibo account, nicknamed Wu Baojun, is described as the co-founder, director and president of Zero Run Technology, but the account has not been verified.)
According to Wu Baojun, his labor contract was terminated on January 8, 2024. On January 19, the board of Directors of the company resolved by means of communication that he would no longer serve as president of Zero Run Technology. But Mr. Wu also said he was still on the board.
However, part of the wording of Wu Baojun’s response is quite intriguing, “It is a pity that I have to leave the zero car that I co-founded, I love the zero car business very much, but due to the expiration of the labor contract, the company proposed not to renew.”
As for his shares held through Ningbo Jinghang and the employee stock ownership plan, Wu Baojun revealed that the disposal plan is currently under negotiation. Radar finance through the previous financial report of zero run car learned that as of the end of the first half of last year, Wu Baojun held a total of 13.3065 million shares of zero run car, accounting for 1.16% of the total share capital.
According to information disclosed by the Hong Kong Stock Exchange, on January 2 this year, Wu Baojun sold his 50,000 shares of zero Run cars. At HK $33.6 per share, the deal is valued at HK $1.68 million. After the completion of the transaction, Wu Baojun still holds 13.4565 million shares of zero Run cars.
It is worth noting that Wu Baojun, who was “kicked out” by the company, had repeatedly published or forwarded content related to Eastern selection and Dong Yuhui on Weibo in December last year. On December 16, Wu Baojun left “the dog blood drama continues to broadcast” and “The dog blood story of senior workers! Support Luo Yonghao’s opinion!” Such comments. Unexpectedly, more than a month later, Wu Baojun also failed to keep his zero running car president identity. Some netizens also left a message in the comments section of Wu Baojun, “melon on his own.”
According to media reports, on the same day, Wu Baojun also wrote on Weibo, “Because in essence, others are the king, you are the general: Yang Xiu offended Cao Cao, you see what the good end.” Han Xin credit so big, finally is not Liu Bang to cut. When the rabbit dies and the dog cooks, the bird hides his bow. This is almost always a historical inevitability. The greater the credit, the more humble and loyal efforts to give the company enough security. Let the leader feel that ‘we Dong Yuhui is particularly reliable, let him top the girder, no problem’. They don’t do shit. Keep your edge, and the boss won’t have to find a way to collect it for you.” 数字化转型网(www.szhzxw.cn)
At the end of the article in response to the resignation news, Wu Baojun stressed that “the professional manager president is also an employee, and employees are weak and helpless for a huge enterprise organization.” Wu Baojun also put forward his three hopes for the company: I hope the company respects history and contracts; Shall be lawful, reasonable and reasonable; Customers first, employees second.
According to the Securities Daily, a number of people close to the car told it that they believe Wu Baojun, who is still a non-executive director of the company, did not properly respond to social concerns by issuing a statement on his personal Weibo account.
Radar Finance noted that on the afternoon of January 26, Wu Baojun’s Weibo home page could not be searched to mention the micro blog that mentioned “rabbits cooking dead dogs and birds hiding their bows”, and Wu Baojun’s micro blog in response to the rumors of resignation had also “disappeared”.
Although Wu Baojun expressed deep regret for leaving the zero Run car, Wu Baojun also expressed his blessing for the “former owner” of the zero Run car in the release of micro blog and interview with the media, “Thank all colleagues for their support and cooperation for my work all the time, and especially look forward to the zero Run getting better and better!”
Second, Wu Baojun has been to a number of car companies, 2022 annual salary of more than 40 million
Radar Finance was informed through the official website that the current senior management team of Zero Run cars includes founder, chairman, Chief executive officer Zhu Jiangming, senior vice president and chief operating officer Xu Jun, Senior Vice president and Chief marketing officer Zhang Weili, senior Vice president and Secretary of the Board Jing Hua, Senior Vice President Cao Li, senior Vice President Zhou Hongtao, Vice President Wu Cun, Vice President Shu Chuncheng.
Wu Baojun, who has not been able to continue to work in zero Run automobile, is actually an “old driver” in the automobile industry, which has about 30 years of experience in the automobile industry, and has rich experience in strategic management, company operations, product management, automobile marketing and sales, investment and financing, insurance, financial management and other aspects.
Before joining Zero Run Car, Wu Baojun had been in a number of car companies. As early as 1993, Wu Baojun had been working for Peugeot. During this period, Wu Baojun served as the northeast regional manager of the Sales Department of Guangzhou Peugeot Automobile Co., LTD. In 1998, Wu Baojun joined Honda Motor Co., Ltd. as the head of the Sales Management department of Guangqi Honda Automobile Co., LTD. 数字化转型网(www.szhzxw.cn)
After the turn of the millennium, in the years from 2005 to 2012, Wu Baojun successively served as GAC Toyota Motor Co., Ltd. sales minister and planning and marketing minister. After that, until 2020, Wu Baojun served as vice president, director, president and chairman of Zhongcheng Auto Insurance Co., LTD.
The fate of Wu Baojun and zero running cars began in 2020. At that time, the zero running car official announced the news that Wu Baojun joined the company, so that Wu Baojun transformed into the co-founder and president of zero running cars, and was fully responsible for the operation of the company.
In an interview with the media, Wu Baojun admitted that he joined the zero car has a certain contingency. Initially, Wu Baojun originally planned to go to Evergrande Automobile, but at that time, things were temporarily shelved when the epidemic happened. Later, under the recommendation of a friend who knew Zhu Jiangming, Wu Baojun came to zero running cars.
Wu Baojun revealed that the most important reason why he chose to join Zero Run car is that in his view, this is a company with a very deep technical background and technical culture. And he was Zhu Jiangming phase, probably because of his ability to do sales in traditional car companies, as well as the ability to do financing in the city’s auto insurance.
In the long microblog post released this time, Wu Baojun also detailed his contribution to the company. Wu Baojun said that in the three years and eight months that he personally participated in the founding of zero Run cars, with the joint efforts of all colleagues, zero run cars sold 10,000 units in 2020, achieved 43,200 units in 2021, accumulated sales of 55,000 units, and sold more than 144,000 units by 2023.
“There is a special mention is that zero run car in September 22, the smooth IPO in the Hong Kong Stock Exchange, 23 years to establish cooperation with Stelantis Group, which is a huge achievement,” Wu Baojun said he exceeded expectations to reach the three major goals of the employment agreement signed before the company. 数字化转型网(www.szhzxw.cn)
During his tenure, how did Zero Run Car treat Wu Baojun? According to the 2022 annual report previously released by Zero Run Automobile, Wu Baojun’s salary in 2022 was 43.823 million yuan, including 3.334 million yuan in wages and salaries, 1.247 million yuan in discretionary bonuses and 39.116 million yuan in share payments.
As a reference, Zhu Jiangming, who serves as chairman and chief executive officer of Zero Run Automobile, and Cao Li, who serves as executive director and senior vice president, were paid 56.361,000 yuan and 19.844 million yuan respectively last year.
In other words, Mr Wu’s pay last year was second only to that of founder, chairman and chief executive Zhu Jiangming. According to this calculation, in 2022, the total compensation paid to Wu Baojun and the two executives was more than 120 million yuan.
However, after the news of his departure, a person familiar with the matter told the media that Wu Baojun had not participated in the operation of Zero Run cars for a year, and was mainly responsible for strategy and government affairs this year, and the departure would not have an impact on the operation of Zero Run cars. 数字化转型网(www.szhzxw.cn)
Regarding the reasons for leaving and the plans for the next stop of his career, Wu Baojun said in an interview with Qipai that “for the time being, it cannot be disclosed, because there are still some matters under communication with the company, such as the final announcement and equity cashing situation.”
Third, it is still in a loss situation, and zero cars have not yet taken the lead
Zero Run Car, which did not reach an agreement with Wu Baojun on the renewal of his job, recently announced a good news to the outside world.
On January 19, Zerorun Automobile announced that the company entered into an H-share subscription agreement with Jinhua Industrial Fund of Zhejiang Province and a domestic share subscription agreement with Wuyi County Capital Investment, with the total income of HK $659 million for the subscription, and the proceeds are intended to be allocated for research and development investment, marketing, enhancing production capacity, working capital and general corporate purposes.
The announcement shows that after the completion of the subscription, the shareholding ratio of the largest shareholder group of zero running cars will be reduced from 23.47% to 23.21%; Stellantis, which had planned to invest about 1.5 billion euros in zero-run cars, reduced its stake from 21.26% to 21.02%. The public shareholding of zero Run cars is about 51.55%.
Looking back at the development of zero-run cars, the company was founded in 2015 and has now entered its ninth year. In September 2022, Zero Run cars were listed on the Hong Kong Stock Exchange. Although zero run car to become a new car making force landed in Hong Kong stocks after Wei Xiaoli, it still had to face the gap between itself and its peers.
Radar Finance learned that from 2019 to 2021, the revenue of zero running cars climbed from 117 million yuan to 3.132 billion yuan. In 2022, the revenue of zero-run vehicles increased again by 295.41% to 12.385 billion yuan. 数字化转型网(www.szhzxw.cn)
However, compared with peers, there is still a significant gap in the revenue scale of zero-run cars. In the same year, the annual revenue of NIO, Ideal Automobile and Xiaopeng Automobile was 49.269 billion yuan, 26.855 billion yuan and 45.287 billion yuan, respectively.
In terms of profitability, zero-run cars, like the vast majority of new forces, are in a state of loss for years. From 2019 to 2022, the annual net loss of zero-run cars was 901 million yuan, 1.1 billion yuan, 2.846 billion yuan and 5.109 billion yuan, respectively. According to this calculation, the cumulative loss of zero running cars in these four years is close to 10 billion yuan.
Unlike the ideal car, which has been the first to achieve profit, zero running cars are still struggling with losses. Not long ago, the three quarterly reports of 2023 showed that in the third quarter of last year, the loss attributable to shareholders of zero run cars was 986 million yuan.
In the same period, the gross margin of zero-run vehicles was 1.2%, which is a significant improvement from the gross margin of -8.9% in the third quarter of 2022 and -5.2% in the second quarter of 2023. In this regard, zero run car explained in the financial report that the year-on-year growth of gross margin was mainly attributed to the improvement of the average selling price brought by the improvement of the structure of the sales model and the continuous cost reduction, and the sequential growth was mainly attributed to the continuous cost reduction.
“We reached the goal of positive gross margin in the third quarter of 2023 ahead of schedule, and the quarterly gross margin reached 1.2%, which means that we are one step closer to the company’s profit goal”, in the face of the company’s gross margin performance mentioned above, Zhu Jiangming, who is the “leader” of zero running cars, said.
However, the gross profit margin performance of zero run cars is obviously not good enough. As Li Xiang, the founder of Ideal Automobile, which won the honor of last year’s sales crown, said, the gross profit margin of the new force brand of the head needs to be maintained at more than 20% to ensure long-term healthy development, otherwise it is simply unable to continue to invest in long-term investment such as research and development and delivery.
In terms of delivery performance, in the whole year of 2023, zero Run cars delivered a total of 144,155 new cars, an increase of nearly 30%, but only about 60% of the plan was completed compared with the annual delivery target of 240,000 vehicles set at the Q3 performance conference in 2022.
Compared with other new car-making forces, there is still room for improvement in the performance of zero-run cars in terms of delivery volume. Last year’s annual delivery volume ranked before the zero running car, respectively, the delivery of 376,030 ideal car and the delivery of 160,038 NiO, Xiaopeng car with 141,601 deliveries followed the zero running car, zero running car is the annual delivery list of new forces. 数字化转型网(www.szhzxw.cn)
本文由数字化转型网(www.szhzxw.cn)转载而成,来源于雷达Finance;编辑/翻译:数字化转型网宁檬树。

免责声明: 本网站(https://www.szhzxw.cn/)内容主要来自原创、合作媒体供稿和第三方投稿,凡在本网站出现的信息,均仅供参考。本网站将尽力确保所提供信息的准确性及可靠性,但不保证有关资料的准确性及可靠性,读者在使用前请进一步核实,并对任何自主决定的行为负责。本网站对有关资料所引致的错误、不确或遗漏,概不负任何法律责任。
本网站刊载的所有内容(包括但不仅限文字、图片、LOGO、音频、视频、软件、程序等) 版权归原作者所有。任何单位或个人认为本网站中的内容可能涉嫌侵犯其知识产权或存在不实内容时,请及时通知本站,予以删除。
