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猛狮科技拟1亿设新能源汽车子公司

2017-09-27 07:22:53   

每经记者 欧阳凯 每经编辑 文 多

新能源汽车的造车队伍再添新军。9月26日,猛狮科技(002684,SZ)公告称,拟以自有资金1亿元设立上海猛狮新能源汽车有限公司(以下简称上海猛狮),占注册资本的100%,主要负责开展新能源汽车的整车技术开发及试制、零部件产品研发及销售等业务。

猛狮科技方面表示,上海猛狮成立后,将充分整合公司新能源汽车事业部下属各子公司的业务团队、生产条件、技术积累等现有资源,申请新能源汽车整车生产资质,进而降低公司整车生产、销售成本,提高公司的盈利能力。

但公司也同时坦言,上海猛狮研发生产短期所需资金较多,预计将给公司带来一定的资金压力。如果资金问题得不到及时解决,将会影响新能源汽车整车生产资质的申报。

前景尚有诸多不确定性

数据显示,今年上半年,猛狮科技营业收入达15.50亿元,同比增加176.07%,归属上市公司股东的净利润4722万元,同比增加266.41%。

猛狮科技的主要产品是摩托车启动用电池,包括各类蓄电池、锂电池等。不过,“新能源车辆业务”(含整车生产制造)也是猛狮科技的业务板块之一。据公司2017年半年报显示,今年4月,公司自主研发、设计、生产的新能源概念车已展出。此外,整车制造与销售板块主要由台州台鹰完成,而台州台鹰联手东风裕隆汽车有限公司生产的车型“裕路”已入选工信部《新能源汽车推广应用推荐车型目录》。

对于猛狮科技本次加码造车,欲申请新能源汽车整车生产资质,一些业内人士则有自己的观点。比如,真锂研究首席分析师墨柯直言“个人感觉有难度”,而迈哲华合伙人郭凯则认为,技术门槛只是一个方面,建立品牌是更为艰巨的任务。而一位曾担任某大型车企高管人士则表示,没有经验的团队要造出体验好的产品并不容易。

猛狮科技方面也坦言,新能源汽车产业人才需求量较大,团队建设所需投入也很大,而且需要一定的时间进行磨合,能否在较短时间内组成一支有竞争力的经营管理团队存在不确定性。

新能源车“准生证”审批趋严

从2016年3月至今,前后一年多的时间里已有15家新建纯电动乘用车建设项目获得国家发改委批准,既有北汽新能源、奇瑞新能源等老牌车企,也有前途汽车、国能新能源等新生代企业。

《每日经济新闻》记者从业内采访获悉,此前国家希望新能源产业能弯道超车,门槛设定并不高,这也使得获得新能源生产资质的车企良莠不齐,市场对此充满担忧。因此,今年5月以来,国家发改委发放“准生证”的速度明显放缓。为了防止新能源汽车投资过热,同时进一步规范市场,今年7月工信部正式更新《新能源汽车生产企业及产品准入管理规定》,大幅提高了新能源汽车企业的准入门槛。

郭凯认为,目前行业和监管层都反映了一种矛盾的心态,既希望鼓励新能源汽车发展,又担心过热会损害行业的发展,未来应该仍是采取比较谨慎的态度。从目前情况来判断,市场上很多较早切入造车、有实力的企业都尚未解决牌照问题。

前述原车企高管人士告诉记者,从审批流程上看,企业想要正式获得新建纯电动乘用车资质需要分多步,先要进行资格确认、材料准备,待材料准备完善后,即向地方发改委提交申请,通过地方审核之后再由地方发改委上报国家发改委,最后国家发改委对项目组织专家进行评估。“通过国家发改委的审批,拿到新能源乘用车的生产资质,并不是意味着该项目就可以进行生产了,还需要通过工信部的公告管理,才能正式生产销售。现阶段,政府仍将从技术标准和合资合作角度提高准入门槛,预防市场过热。”他认为。

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