On the day before the release of its 2023 third quarter report, NIO Automobile welcomed its unique "identity code" - "Road Motor Vehicle Production Enterprises and Products" catalog announcement, serial number 214.
On December 4th, a company named "NIO Automotive Technology (Anhui) Co., Ltd.", represented by "Qin Lihong", with a registered address at "Building F, Hengchuang Intelligent Technology Park, No. 3963 Susong Road, Hefei Economic and Technological Development Zone, Anhui Province" and a production address at "No. 299 Baita Road, Hefei Economic and Technological Development Zone, Anhui Province" was announced, It appears in the credit information management system of vehicle production enterprises on the government service platform of the Ministry of Industry and Information Technology. The industry speculates that NIO has obtained independent production qualifications based on this.
"At present, there is no relevant information released. Although NIO has not responded positively to the industry's speculation, industry insiders close to the industry regulatory authorities have told Caixin reporters that they have heard that NIO has obtained the qualification for independent production of complete vehicles.".
The series of abnormal actions taken by NIO executives on that day also indirectly confirmed the authenticity of this information. On December 5th, after the disclosure of the above-mentioned information from the Ministry of Industry and Information Technology, industry media published an article on social media titled "Getting rid of the 'Jianghuai Manufacturing' and NIO Automobile Obtaining Independent Production Qualification", attracting likes from NIO executives; On another social media platform, several NIO executives, including Shen Fei and Huang Xin, have also stated that they will witness history today and Weibo will temporarily suspend updates.
Public information indicates that the credit information management system for vehicle production enterprises on the platform of the Ministry of Industry and Information Technology is a credit database for automobile production enterprises and a blacklist database for illegal and irregular enterprises established by the Ministry of Industry and Information Technology in accordance with the requirements of the State Council to deepen the reform of the administrative approval system and accelerate the establishment of an enterprise credit information system. For illegal and untrustworthy enterprises that do not meet production consistency requirements, do not transmit qualification certificate information according to regulations, issue false qualification certificates, and resell qualification certificates, the Ministry of Industry and Information Technology will blacklist them, impose penalties in accordance with the law, and make them public to the public.
This not only means that NIO has been included in the above management system as an independent legal entity for vehicle production and manufacturing, but is also clearly marked as "214" in the "Catalogue Number" column; And this serial number corresponds to the unique identity in the catalog announcement of Road Motor Vehicle Production Enterprises and Products.
According to the current industrial policies, the industry regulatory authorities implement an admission system management for vehicle production enterprises. Each vehicle production enterprise that enters the "Road Motor Vehicle Production Enterprises and Products" catalog announcement has a corresponding catalog number. For example, the catalog number corresponding to China FAW Group is "1", while Tesla (Shanghai) corresponds to "194".
The news that NIO will apply for independent production qualifications has been circulating in the industry for a long time. On October 19th this year, Jianghuai Automobile announced that the company plans to transfer some assets through public listing. The proposed listing price for inventory, fixed assets, construction in progress, buildings and land use rights of the three factories of the passenger car company, as well as the structures and equipment assets of the new bridge factory of the passenger car company, is 4.498 billion yuan. At that time, NIO responded, "The company has understood the relevant information of its partners and confirmed that this action will not affect the company's future production and operation activities. The company will communicate with everyone about relevant matters at an appropriate time and will not comment on this matter before that."
After the announcement of Jianghuai Automobile, Anhui Property Rights Trading Center also released asset transfer information titled "Transfer of Structures and Equipment of Xinqiao Factory of Anhui Jianghuai Automobile Group Co., Ltd. Passenger Car Company" and "Transfer of Buildings, Under Construction Projects, and Land Use Rights of Third Factory of Anhui Jianghuai Automobile Group Co., Ltd. Passenger Car Company", with transfer base prices of 1.492 billion yuan and 1.418 billion yuan, respectively, The start date of information disclosure is November 7, 2023, and the deadline is December 4, 2023.
The address information disclosed by the credit information management system of the vehicle production enterprise of the Ministry of Industry and Information Technology, as well as the "Xinqiao Factory" in the asset transfer information, are exactly the location of NIO's second advanced manufacturing base, NIO F2 Factory; The third factory for passenger cars is the NIO F1 factory.
The industry generally believes that after NIO acquires the Jianghuai passenger car production factory and obtains independent production qualifications, it is more conducive to controlling its production system. According to the plan, NIO Automobile will release its third quarter financial report for 2023 tomorrow.