Top five electric vehicle enterprises compete for hegemony: Weilai has the strongest financing ability and has raised 6.1 billion US dollars since last year

威来电动车

Weilai electric vehicle

腾讯科技讯3月1日消息，随着各电动汽车厂商投入数十亿美元研发新车型，并竞相在中国市场拓展基础设施，今年电动汽车资本密集型行业的资本竞争仍将持续。

Tencent technology news on March 1, as various electric vehicle manufacturers invest billions of dollars in the development of new models and compete to expand infrastructure in the Chinese market, the competition for capital in the capital intensive industry of electric vehicles will continue this year.

中国市场上许多电动汽车初创企业都在增加产量，而传统汽车制造商正从生产燃油汽车转向生产电动汽车。所有这些公司都需要更多的融资来筹集资金，用于开发行驶里程更长的电动汽车，提高车辆安全性。此外，汽车制造商还必须投入巨资在中国市场建设更多的充电站，以便向14亿消费者销售汽车。

Many electric vehicle start-ups in the Chinese market are increasing production, while traditional automobile manufacturers are shifting from producing fuel vehicles to producing electric vehicles. All these companies need more financing to raise funds for the development of electric vehicles with longer driving range and improve vehicle safety. In addition, car manufacturers have to invest heavily in building more charging stations in the Chinese market to sell cars to 1.4 billion consumers.

随着电动汽车企业股价的飙升，2020年无疑是它们融资的黄金时机。自2020年1月以来，一些电动汽车企业对行业变化的反应最为迅速，最大限度地调动了投资者参与行业增长的意愿。

With the share prices of electric vehicle companies soaring, 2020 is undoubtedly a golden opportunity for them in terms of financing. Since January 2020, some electric vehicle companies have been the most responsive to changes in the industry, maximizing the willingness of investors to participate in the growth of the industry.

分析人士表示，推动传统汽车产业向电动汽车转型的投资才刚刚开始。美国银行（bankofamerica）股票分析师在一份研究报告中表示，汽车业的完全电气化将耗资2.5万亿美元。未来的自动驾驶汽车也需要更多的投资。

Analysts say investment in driving the traditional auto industry to electric vehicles is just beginning. Bank of America equity analysts said in a research report that the complete electrification of the auto industry would cost $2.5 trillion. Future autopilot cars also need more investment.

自2020年1月起，电动汽车行业的机会之窗开启，为电动汽车行业越来越成熟的参与者提供了开拓更多融资渠道的机会，这有助于企业留住人才、建厂和安装更多设备。

The window of opportunity opened since January 2020 gives the ever more mature participants in the electric vehicle industry the opportunity to open up more financing channels, which help companies retain talents, build factories and install more equipment.

公开市场投资者也加入了这一趋势，比如电动汽车制造商特斯拉（Tesla），其股价比2020年初高出近9倍。

Open market investors have joined the trend, such as Tesla, the electric car maker, whose share price is nearly nine times higher than in early 2020.

鉴于目前市场的繁荣，可以说，电动汽车龙头企业募集的资金可能已经超过了其能够有效使用的资金。以下是2020年以来中国融资市场前五大电动汽车制造商。

In view of the current prosperity of the market, it can be said that the funds raised by leading electric vehicle enterprises may have exceeded the funds they can effectively use. The following are the top five electric vehicle manufacturers in China's financing market since 2020.

第五：理想的汽车

No.5: ideal car

2020年以来融资额：24.6亿美元

Financing amount since 2020: US $2.46 billion

融资总额：31.6亿美元

Total financing: US $3.16 billion

去年7月，理想汽车通过首次公开发行（ipo）在纳斯达克上市

In July last year, ideal car was listed on NASDAQ through an initial public offering

理想汽车由中国在线服务平台美团点评支持。去年7月，理想汽车通过首次公开发行（IPO）在纳斯达克上市，融资10.925亿美元，12月又发行了约13.63亿美元的股票。

Ideal car is supported by meituan review, China's online service platform. In July last year, ideal automobile was listed on NASDAQ through an initial public offering, raising $1092.5 million, and then issued about $1.363 billion of shares in December.

"理想汽车"由连环创业者李翔创立，是中国第一家将增程电动车技术商业化的公司，有助于解决市场上充电基础设施不足、电池电量有限的问题。如果汽车的电池用完了，内燃机就会启动。

The ideal car, founded by the serial entrepreneur Li Xiang, is the first company in China to commercialize extended range electric vehicle technology, which helps solve the problems of lack of charging infrastructure and limited battery power in the market. If the car's battery runs out, the internal combustion engine will start.

根据企业服务数据库公司CrunchBase的数据，在a-C轮融资中，理想的汽车融资为6.76亿美元。就在IPO之前，汽车交易服务平台cangu向理想汽车投资了3000万美元。

According to the data of CrunchBase, an enterprise service database company, in the round a to round C financing, the ideal car financing is 676 million US dollars. Just before the IPO, cangu, an auto trading service platform, invested $30 million in ideal auto.

市场研究公司refinitiv称，理想汽车没有未偿债务。

According to refinitiv, a market research firm, ideal cars have no outstanding debt.

第四名：特斯拉

NO.4: Tesla

2020年以来融资额：31亿美元

Financing amount since 2020: 3.1 billion US dollars

融资总额：200亿美元

Total financing: US $20 billion

埃隆·马斯克，特斯拉首席执行官和早期投资者

Elon Musk, CEO and early investor of Tesla

特斯拉成立于2003年，是一个融资机器。根据公开记录，特斯拉已经从外部投资者那里筹集了大约200亿美元。

Founded in 2003, Tesla is a financing machine. According to public records, Tesla has raised about $20 billion from outside investors.

特斯拉于2010年6月29日在纳斯达克上市，融资2.6亿美元。如今，作为全球最具价值的汽车制造商，特斯拉的股价截至2月中旬为816美元，是其17美元IPO价格的48倍。在特斯拉股价飙升的推动下，首席执行官兼早期投资者伊隆•马斯克（elonmusk）如今已成为全球最富有的人之一。

Tesla was listed on NASDAQ on June 29, 2010, raising $260 million. Now, as the world's most valuable automaker, Tesla's share price was $816 as of mid February, 48 times its $17 IPO price. CEO and early investor Elon Musk is now one of the richest people in the world, driven by the soaring share price of Tesla.

2019年1月，特斯拉开始在上海兴建超级工厂。这是特斯拉在美国以外的第一家工厂，其电动车已成为中国市场的热门车型。该公司生产的Model3电动车是去年中国市场最畅销的电动车，上汽集团的五菱红光微型电动车排名第二。2020年，特斯拉21%的收入将来自中国市场，成为仅次于美国的第二大市场。

In January 2019, Tesla began to build a super factory in Shanghai. This is Tesla's first factory outside the United States, and its electric vehicles have become popular models in the Chinese market. The model 3 electric vehicle produced by the company was the best-selling electric vehicle in the Chinese market last year, and the Wuling Hongguang Mini eV of SAIC Group ranked second. In 2020, 21% of Tesla's revenue will come from the Chinese market, making it the company's second largest market after the United States.

今年1月1日，特斯拉在中国市场推出了上海超级工厂生产的第二款电动车y型，预计这将继续推动特斯拉今年的电动车销量。

On January 1 this year, Tesla launched the second electric vehicle model y produced by Shanghai Super factory in the Chinese market, which is expected to continue to boost Tesla's electric vehicle sales this year.

根据市场研究公司refinitiv的数据，特斯拉的融资中有13笔是股票发行，总价值约134.5亿美元，还有8笔债券，总价值54亿美元。在IPO之前，特斯拉从私人市场投资者那里筹集了约7.05亿美元的债券和股票。招聘平台LinkedIn称，三菱UFG前银行家林书豪（John Lin）是特斯拉全球资本市场团队的成员。

According to refinitiv, a market research firm, 13 of Tesla's financing were stock issues, with a total value of about $13.45 billion, and eight bonds, with a total value of $5.4 billion. Prior to the IPO, Tesla raised about $705 million in bonds and equity from private market investors. John Lin, a former banker at Mitsubishi UFG, is a member of Tesla's global capital markets team, according to LinkedIn, a recruitment platform.

第三名：比亚迪

No.3: BYD

2020年以来融资额：40亿美元

Financing amount since 2020: US $4 billion

融资总额：113亿美元

Total financing: US $11.3 billion

比亚迪电动车

BYD electric vehicle

与特斯拉和中国市场的其他新能源汽车不同，比亚迪在转向电动汽车之前是一家传统的汽车制造商。

Unlike Tesla and other new energy vehicles in the Chinese market, BYD was a traditional car manufacturer before switching to electric vehicles.

比亚迪在亿万富翁沃伦·巴菲特的支持下，从2002年开始生产电动汽车。去年12月，该公司的电动汽车销量超过了传统汽车。比亚迪于2002在香港上市，2011在深圳上市。

BYD, backed by billionaire Warren Buffet, has been making electric cars since 2002. In December, the company sold more electric cars than traditional cars. BYD was listed in Hong Kong in 2002 and Shenzhen in 2011.

市场研究公司refinitiv的数据显示，按市值计算，中国最大的汽车制造商比亚迪今年1月通过发行新股融资299亿港元（38亿美元），这是2016年以来的首次。该公司去年还通过发行债券融资2.828亿美元。

BYD, China's biggest auto maker by market value, raised HK $29.9 billion (US $3.8 billion) in January by issuing new shares, its first since 2016, according to refinitiv, a market research firm. The company also raised $282.8 million last year by issuing bonds.

成立于1995年的比亚迪表示，发行新股是为了加快新能源汽车和智能汽车替代燃油汽车。

BYD, which was founded in 1995, said it issued new shares to speed up the replacement of fuel vehicles with new energy vehicles and intelligent vehicles.

比亚迪是全球市值第三大汽车制造商，仅次于特斯拉和丰田，其电动车品牌包括秦、宋、汉、唐。比亚迪也是全球最大的电动客车制造商。

BYD is the world's third largest car manufacturer by market value, second only to Tesla and Toyota, and its electric car brands include Qin, song, Han and Tang. BYD is also the world's largest manufacturer of electric buses.

比亚迪最初是一家充电电池制造商。据refinitiv称，该公司已从股票市场融资79亿美元，从债券市场融资34亿美元。

BYD was originally a manufacturer of rechargeable batteries. According to refinitiv, the company has raised $7.9 billion from the stock market and $3.4 billion from the bond market.

第二名：小鹏汽车

No.2: Xiaopeng automobile

2020年以来融资额：51亿美元

Financing amount since 2020: US $5.1 billion

融资总额：77亿美元

Total financing: US $7.7 billion

广东肇庆小鹏工厂

Xiaopeng's factory in Zhaoqing, Guangdong

自2020年初以来，小鹏汽车共募集资金51亿美元。截至今年2月中旬，小鹏汽车在美国的股价升至43.41美元，几乎是每股15美元IPO价格的3倍。

Since the beginning of 2020, Xiaopeng automobile has raised a total of US $5.1 billion. As of mid February this year, the stock price of Xiaopeng automobile in the United States rose to $43.41, almost three times the IPO price of $15 per share.

去年8月，小鹏汽车在纽约证券交易所上市，融资17.2亿美元。小鹏汽车成立于2014年。去年12月，小鹏汽车向投资者增发24.84亿美元股票。

In August last year, Xiaopeng automobile was listed on the New York Stock Exchange, raising $1.72 billion. Xiaopeng automobile was founded in 2014. In December last year, Xiaopeng auto issued 2.484 billion US dollars of additional shares to investors.

小鹏汽车正在将融资资金投入研发，其第三款车型计划于今年正式推出并投入使用。该公司去年交付了27041辆汽车。

Xiaopeng automobile is putting the financing funds into R & D, and its third model is scheduled to be officially launched and put into use this year. The company delivered 27041 cars last year.

除了资本市场，小鹏去年9月还获得了40亿元人民币（约6.2亿美元）的投资，用于建设第二个电动车工厂。今年1月，小鹏汽车从银行获得的总授信额度约为128亿元。虽然尚未得到充分利用，但有利于公司现金流的平稳运行。

In addition to the capital market, Xiaopeng received 4 billion yuan (about US $620 million) of investment in September last year to build a second electric vehicle factory. In January this year, Xiaopeng automobile obtained a total credit line of about 12.8 billion yuan from the bank. Although it has not been fully used, it is conducive to the smooth operation of the company's cash flow.

去年8月，小鹏完成了C+轮融资，从阿里巴巴、小米等投资者手中共融资9亿美元。根据CrunchBase的数据，在2016年至2019年的几轮融资中，小鹏共融资约26.4亿美元。市场研究公司refinitiv称，xpeng没有未偿债务。

Xiaopeng completed the C + round of financing in August last year, raising a total of $900 million from investors such as Alibaba and Xiaomi. According to the data of CrunchBase, in several rounds of financing from 2016 to 2019, Xiaopeng has raised about US $2.64 billion. According to refinitiv, a market research firm, xpeng has no outstanding debt.

2018年，小鹏汽车聘请美国摩根大通的顾红迪担任融资主管。

In 2018, Xiaopeng automobile hired Gu Hongdi from JPMorgan in the United States as its head of financing.

第一名：威来

No.1: Weilai

2020年以来融资额：61.1亿美元

Financing amount since 2020: US $6.11 billion

融资总额：96亿美元

Total financing: US $9.6 billion

伟来创始人李斌

Li Bin, founder of Weilai

在过去的一年里，威莱经历了一次过山车之旅。它在4月份濒临破产，成为全球市值第五大汽车制造商。

In the past year, Weilai has gone through a roller coaster journey. It was on the verge of bankruptcy in April and became the fifth largest automobile manufacturer in the world by market value.

2018年，威莱在美国上市，融资11.518亿美元。截至2月中旬，该公司股价为57.32美元，是6.26美元IPO价格的9倍多。

In 2018, Weilai was listed in the United States, raising $1151.8 million. As of mid February, its share price was $57.32, more than nine times its IPO price of $6.26.

威莱汽车自上市以来，通过股权、债券、贷款等方式募集资金，成为中国市场资本结构多元化的电动汽车企业之一。LinkedIn称，威莱在2018年任命杰德威为资本市场负责人。

Since its listing, Weilai auto has been one of the electric vehicle companies with diversified capital structure in China's market by raising funds through equity, bonds and loans. According to LinkedIn, Weilai appointed jade Wei as its head of capital markets in 2018.

据市场研究公司refinitiv称，威莱的投资者关系团队去年非常活跃，至少三次从股票投资者那里募集到48亿美元。威莱今年1月还发行了价值15亿美元的可转换债券，是2019年发行总额7.5亿美元的两倍。该公司还于2020年私下发行了2亿美元的可转换债券。

According to refinitiv, a market research firm, Weilai's investor relations team was very active last year, raising $4.8 billion from stock investors at least three times. Weilai also issued $1.5 billion worth of convertible bonds in January this year, double the total amount of $750 million issued in 2019. The company also privately issued $200 million in convertible bonds in 2020.

CrunchBase的数据显示，在IPO之前，惠康通过a轮到D轮融资筹集了14.09亿美元，其中包括腾讯和总部位于爱丁堡的投资管理公司Baillie Gifford。（腾讯科技/焦涵评论）

Before the IPO, Wellcome raised $1.409 billion through round a to round D financing, including Tencent and Edinburgh based investment management company Baillie Gifford, according to CrunchBase. (reviewed by Tencent technology / Jiao Han)

Link：https://new.qq.com/omn/20210301/20210301A036J100.html

update time：2021-03-01 14:59:46