A very interesting "leak" incident occurred recently.

　　On March 2, a PPT involving the cooperation plan between Chery Commercial Vehicles and Southeast Automobile was leaked to the Internet. The content of the PPT showed that Chery Commercial Vehicles may acquire Southeast Automobile. Moreover, this PPT revealed the cooperation plan between Chery Commercial Vehicles and Southeast Motor in the next three years, and the cooperation between the two parties has also obtained the support of the local government of Fuzhou.

　　According to the plan, the two parties will complete a total of 3.06 million sales in the next 10 years, with a revenue of 273 billion yuan, which will drive the value of parts and related industries to 217.8 billion yuan, totaling nearly 500 billion yuan. Moreover, the annual model sales plan is very clear.

　　According to the plan, the two parties will formally cooperate in 2022, "following the main body of Southeast Automobile, and operating under the brand of Southeast Jietu Automobile, joint development, base production, in-depth cooperation, rapid expansion, and strive to achieve an annual production and sales of 400,000 in 3 to 5 years. car."

　　What's interesting is the "three-phase" plan. In the first phase, in 2022, Chery's new energy models will be sold under the Southeast Motor brand. At the same time, to improve the product performance of Southeast Motors, Jietu will be sold domestically and abroad under the Jietu brand (the PPT is wrong, right? It should be the Southeast brand, right?) and the Internet, with a sales target of 24,000 vehicles.

　　The second phase is in 2023. Three models of remodeled products will be put into production, which will be sold through domestic and international channels. At the same time, local production of southeastern brand new energy or OEM Chery models will jointly achieve the sales target of 75,000 units.

　　The third stage is 2024. The two parties will jointly develop and complete three new models, and achieve a sales target of 150,000 to 400,000 vehicles in 2024. At the same time, they will also jointly build a new plant with an annual production capacity of 250,000 vehicles.

　　As for the three new cars, are they the X-1, X-2, and X-3 of Jietu? Among them, the X-1 is of course the Jietu Dasheng, and the Dasheng will have a new PLUS version next year. The X-2 is the production version of the T-X hardcore off-road. As for the X-3, it is said that the side shape of the pure electric version of Tiggo 3xe is currently used, and there will be changes later.

　　The PPT has a total of 24 pages, and the focus is precisely on pages 18-24. What makes people curious is why this PPT was released? How did this PPT come out? This is the real crux of the problem. Why? Because this PPT is really too detailed.

　　At present, the official statement of Southeast Motor to the media is, "There is no relevant information to disclose at present." Regarding Chery, the relevant person explained to me that "this matter is at the group level, and I don't know the situation now." Chery and Jietu grassroots level people don't know yet.

　　Therefore, the revelation of the planning information this time really surprised the outside world. The weakness of the southeast is of course well known in the industry. However, Jietu and Chery commercial vehicles have become "saviors", which is indeed "unexpected."

　　Established in 1995, Southeast Automobile, whose full name is Southeast (Fujian) Automobile Industry Co., Ltd., is an automobile enterprise jointly funded by Fuqi Group and China Automobile Industry Co., Ltd. According to the information of the company, the four shareholders of Southeast Automobile are Fujian Automobile Industry Group (47.3297%), Fuzhou Zuohai Holding Group Co., Ltd. (26.0651%), Minhou County Construction Investment Group (21.0806%) and Huawei Co., Ltd. Company (5.5246%).

　　On December 9 last year, Southeast Motor held a "Huan Yi" rejuvenation meeting in Fuzhou, Fujian Province, focusing on the four aspects of "new development, new products, new logo, and new atmosphere" to interpret the development strategy of Southeast Motor after the innovation. However, Southeast Auto intends to restart after its own development has failed. After Yundu Auto failed, it has no direction.

　　In 2021, the annual sales volume of Southeast Motor is only 7,265 units, a year-on-year decrease of 51.85%. Even the sales of one model of other car companies are not as good as one month. The sales volume of Jietu Motor last year was 154,077 units (including exports), a year-on-year increase of 17.9%, which is a new force.

　　For the recent events of JETOUR, they chose to hold them in Fuzhou. Now that I think about it, it's full of imagination. On January 10th, Jietu Motor held a brand night event in Fuzhou, released a new product strategic plan, comprehensively upgraded the "travel +" strategy from the dimensions of brand, product and marketing, and further consolidated its position as a leader in the "travel +" travel ecology. The "New Journey" has officially entered a new stage of development.

　　We know that Jetour Motor was born out of Chery Commercial Vehicle (Anhui) Co., Ltd. and is also a wholly-owned subsidiary of Chery Holding Group Co., Ltd. Now, in the commercial vehicle part, the brand is called Shengkarui, and Jietu Motor is completely independent. The next question is, why did Chery Commercial Vehicle take over Southeast Motor?

　　In fact, after Mitsubishi's complete withdrawal, Southeast Motor is a purely state-owned enterprise, so the need to revitalize state-owned assets is urgent. The history of Southeast Automobile is very complicated, so the development has been tortuous for many years. Now, after all, it needs to be re-run with the help of external capabilities. Southeast Motors and Fujian locals should show a lot of sincerity in policy.

　　However, Chery Commercial Vehicles, a subsidiary of Chery Holdings, can activate a silent Southeast Automobile. Although it can use the production base of Southeast Automobile, it does not seem to have a great influence and influence on the main brand of Chery, but it still seems to violate the rules of the industry. Therefore, the cooperation plan between Southeast and Chery Commercial Vehicles can only be said to be a win-win situation for both parties.