Isitoko sokuqala sokushayela esizimele emhlabeni simemezele ngokusemthethweni ukususwa kwaso ohlwini!
NgoJanuwari 17, ngesikhathi sendawo, inkampani yamaloli ezishayelayo i-TuSimple esitatimendeni ukuthi izokhipha ngokuzithandela i-Nasdaq Stock Exchange futhi iqede ukubhaliswa kwayo ne-US Securities and Exchange Commission (SEC).Ezinsukwini eziyi-1,008 ngemuva kokufakwa ohlwini, i-TuSimple yamemezela ngokusemthethweni ukukhishwa kwayo ohlwini, yaba inkampani yokuqala emhlabeni yokushayela ezimele ukusula ngokuzithandela.
Ngemva kokumenyezelwa kwalezi zindaba, intengo yamasheya e-TuSimple yehla ngaphezu kuka-50%, isuka ku-72 cents yaya kumasenti angu-35 (cishe i-RMB 2.5).Esiqongweni senkampani, intengo yesitoko yayingu-$62.58 (cishe i-RMB 450.3), futhi intengo yesitoko yehle cishe ngo-99%.
Inani lemakethe le-TuSimple lidlule i-US$12 billion (cishe i-RMB 85.93 billion) ekuphakameni kwayo.Kusukela namuhla, inani lemakethe lenkampani lingama-US$87.1516 wezigidi (cishe ama-RMB 620 wezigidi), futhi inani layo lemakethe lihwamuke ngaphezu kuka-US$11.9 billion (cishe ama-RMB 84.93 billion).
U-TuSimple uthe, “Izinzuzo zokuhlala inkampani yomphakathi azisazisekeli izindleko.Njengamanje, inkampani yenza izinguquko ekholelwa ukuthi ingakwazi ukuzulazula njengenkampani ezimele kunenkampani yomphakathi."
I-TuSimple kulindeleke ukuthi isule ukubhaliswa ne-US Securities and Exchange Commission ngoJanuwari 29, futhi usuku lwayo lokugcina lokuhweba e-Nasdaq kulindeleke ukuthi lube nguFebhuwari 7.
Yasungulwa ngo-2015, i-TuSimple ingesinye seziqalo zokuqala zokuzishayela ngamaloli emakethe.Ngo-Ephreli 15, 2021, inkampani yafakwa ohlwini lwe-Nasdaq e-United States, yaba isitoko sokuqala sokushayela esizimele emhlabeni, ngomnikelo wokuqala womphakathi wama-US $ 1 billion (cishe ama-RMB 71.69 billion) e-United States.Kodwa-ke, inkampani ibhekene nezingqinamba kusukela ifakwe ohlwini.Ike yabhekana nochungechunge lwezigameko ezinjengokucutshungulwa yizinhlaka ezilawulayo zase-US, izinxushunxushu zokuphatha, ukudilizwa kanye nokuhlelwa kabusha, futhi kancane kancane isifinyelele umkhombe.
Manje, inkampani isikhiphe ohlwini e-United States futhi yadlulisela ukugxila kwayo ekuthuthukisweni e-Asia.Ngesikhathi esifanayo, inkampani isishintshile isuka ekwenzeni i-L4 kuphela yenza kokubili i-L4 ne-L2 ngokuhambisana, futhi isivele yethula imikhiqizo ethile.
Kungashiwo ukuthi i-TuSimple ihoxisa ngenkuthalo emakethe yase-US.Njengoba umdlandla wokutshala imali wabatshalizimali uncipha futhi inkampani iba nezinguquko eziningi, uguquko lwesu lwe-TuSimple lungase lube yinto enhle enkampanini.
01.Inkampani imemezele uguquko nokulungiswa ngenxa yezizathu ezisusayo
Isimemezelo esikhishwe kuwebhusayithi esemthethweni ye-TuSimple sibonisa ukuthi ngesikhathi sendawo se-17, i-TuSimple yanquma ukukhipha ngokuzithandela amasheya avamile enkampani e-Nasdaq futhi yamisa ukubhaliswa kwamasheya avamile enkampani ne-US Securities and Exchange Commission.Izinqumo mayelana nokukhishwa ohlwini nokwesulwa kokubhaliswa zenziwa ikomiti elikhethekile lebhodi labaqondisi benkampani, elakhiwe abaqondisi abazimele ngokuphelele.
I-TuSimple ihlose ukufaka iFomu 25 ne-US Securities and Exchange Commission ngomhla ka-January 29, 2024 noma cishe, futhi usuku lokugcina lokuhweba lwesitoko sayo esivamile e-Nasdaq kulindeleke ukuthi lube ngoFebhuwari 7, 2024 noma cishe ngomhla ka-7.
Ikomiti eliyisipesheli lebhodi labaqondisi benkampani linqume ukuthi ukwesula nokwesulwa ekubhaliseni kuyinzuzo engcono kakhulu yenkampani nabaninimasheya bayo.Kusukela ku-IPO ye-TuSimple ngo-2021, izimakethe ezinkulu zenze izinguquko ezinkulu ngenxa yokukhuphuka kwamazinga enzalo kanye nokuqina komthamo, okushintsha indlela abatshali bezimali ababuka ngayo izinkampani ezikhula ngaphambi kokuhweba kobuchwepheshe.Ukulinganisa kwenkampani kanye ne-liquidity yehlile, kuyilapho ukuntengantenga kwenani lamasheya enkampani kwenyuke kakhulu.
Ngenxa yalokho, iKomidi Elikhethekile likholelwa ukuthi izinzuzo zokuqhubeka njengenkampani yomphakathi azisazisekeli izindleko zayo.Njengoba kuveziwe ngaphambilini, iNkampani yenza izinguquko ekholelwa ukuthi ingakwazi ukuzulazula njengenkampani ezimele kunenkampani yomphakathi.
Kusukela lapho, “izimpahla zokuqala zokushayela ezizimele” emhlabeni sezihoxile ngokusemthethweni emakethe yase-US.Ukukhipha ohlwini kwe-TuSimple ngalesi sikhathi kwakungenxa yakho kokubili izizathu zokusebenza kanye nesiyaluyalu esiphezulu kanye noshintsho lwezinguquko.
02.Isiyaluyalu esake saduma sezinga eliphezulu salimaza kakhulu ubungqabavu bethu.
Ngo-September 2015, u-Chen Mo no-Hou Xiaodi ngokuhlanganyela basungula i-TuSimple, begxile ekuthuthukisweni kwezixazululo zamaloli angenawo umshayeli we-L4.
I-TuSimple ithole ukutshalwa kwezimali kwaSina, Nvidia, Zhiping Capital, Composite Capital, CDH Investments, UPS, Mando, njll.
Ngo-Ephreli 2021, iTuSimple yafakwa ohlwini lweNasdaq e-United States, yaba “isitoko sokuqala sokushayela esizimele” emhlabeni.Ngaleso sikhathi, kwakhishwa amasheya ayizigidi ezingu-33.784, akhuphula isamba semali eyizigidi eziyizinkulungwane ezingu-1.35 zamaRandi (cishe ama-RMB 9.66 billion).
Ekuphakameni kwayo, inani lemakethe le-TuSimple lidlule ama-US$12 billion (cishe amabhiliyoni angama-RMB angama-85.93).Kusukela namuhla, inani lemakethe lenkampani lingaphansi kwe-US$100 million (cishe ama-RMB 716 million).Lokhu kusho ukuthi eminyakeni emibili, inani lemakethe le-TuSimple selihwamukile.Ingaphezulu kuka-99%, lehla amashumi ezigidigidi zamaRandi.
Ingxabano yangaphakathi ye-TuSimple yaqala ngo-2022. Ngo-Okthoba 31, 2022, ibhodi yabaqondisi be-TuSimple yamemezela ukuxoshwa kuka-Hou Xiaodi, i-CEO yenkampani, umongameli, kanye ne-CTO, nokuhoxiswa kwesikhundla sakhe njengosihlalo webhodi labaqondisi.
Phakathi nalesi sikhathi, u-Ersin Yumer, iphini likamongameli omkhulu we-TuSimple, wathatha izikhundla ze-CEO kanye nomongameli okwesikhashana, futhi inkampani nayo yaqala ukufuna umuntu ozokhethwa yi-CEO entsha.Ngaphezu kwalokho, uBrad Buss, umqondisi ozimele oholayo weTuSimple, uqokwe njengosihlalo webhodi labaqondisi.
Umbango wangaphakathi uhlobene nophenyo oluqhubekayo lwekomiti lokucwaninga amabhuku ebhodi, oluholele ekutheni ibhodi libone kunesidingo sokungena esikhundleni se-CEO.Phambilini ngoJuni 2022, uChen Mo wamemezela ukusungulwa kweHydron, okuyinkampani ezinikele ocwaningweni nasekuthuthukisweni, ekuklameni, ekukhiqizeni nasekuthengisweni kwamaloli amakhulu kaphethiloli we-hydrogen afakwe imisebenzi yokushayela ezimele yezinga le-L4 kanye nezinsizakalo zengqalasizinda ye-hydrogenation, futhi yaqeda imizuliswano emibili yokuxhasa ngezimali. ., inani lemali eliphelele lidlule amaRandi ayizigidi ezingu-80 (cishe ama-RMB angu-573 wezigidi), futhi ukulinganiswa kwemali kwangaphambili kwafinyelela ku-US$1 bhiliyoni (cishe i-RMB 7.16 billion).
Imibiko ikhombisa ukuthi i-United States iyaphenya ukuthi i-TuSimple idukise abatshalizimali yini ngokuxhasa ngezimali futhi idlulisele ubuchwepheshe kwaHydron.Ngesikhathi esifanayo, ibhodi labaqondisi liphinde liphenye ubudlelwano phakathi kwabaphathi benkampani kanye neHydron.
UHou Xiaodi ukhale ngokuthi ibhodi labaqondisi livotele ukumsusa esikhundleni sokuba yi-CEO nosihlalo webhodi labaqondisi ngaphandle kwesizathu ngo-Okthoba 30. Izinqubo neziphetho zazingabazeka."Bengilokhu ngiphumela obala empilweni yami yobungcweti neyomuntu siqu, futhi ngibambisene ngokugcwele nebhodi ngoba akukho engikufihlayo. Ngifuna ukucaca: Ngiziphika ngokuphelele izinsolo zokuthi ngenze ububi."
NgoNovemba 11, 2022, iTuSimple yathola incwadi evela kubanikazi bamasheya abakhulu ibika ukuthi lowo owayeyi-CEO uLu Cheng uzobuyela esikhundleni se-CEO, futhi umsunguli wenkampani u-Chen Mo uzobuya njengosihlalo.
Ngaphezu kwalokho, ibhodi yabaqondisi be-TuSimple nayo ibe nezinguquko ezinkulu.Abasunguli abambisene nabo basebenzisa amalungelo amakhulu okuvota ukuze basuse u-Brad Buss, uKaren C. Francis, uMichelle Sterling noReed Werner ebhodini labaqondisi, kwasala u-Hou Xiaodi kuphela njengomqondisi.NgoNovemba 10, 2022, uHou Xiaodi waqoka uChen Mo noLu Cheng njengamalungu ebhodi labaqondisi benkampani.
Lapho uLu Cheng ebuyela esikhundleni se-CEO, wathi: "Ngibuyela esikhundleni se-CEO ngomuzwa wokuphuthuma ukuze ngibuyisele inkampani yethu endleleni. Ngonyaka odlule, sibe nezinxushunxushu, futhi manje sidinga ukusimamisa ukusebenza futhi uphinde uthole ukwethenjwa abatshalizimali , futhi unikeze ithimba elinekhono laseTucson ukwesekwa nobuholi obubafanele.”
Nakuba ukulwa kwangaphakathi kwehlile, kuphinde kwalimaza kakhulu ubungqabavu beTuSimple.
Impi eshubile yangaphakathi ngokwengxenye yaholela ekubhidlikeni kobudlelwano be-TuSimple ne-Navistar International, uzakwethu wokuthuthukisa amaloli azishayelayo, ngemva kobudlelwane beminyaka emibili nengxenye.Ngenxa yalokhu kulwa, i-TuSimple ayikwazanga ukusebenza ngokushelela nabanye abakhiqizi bemishini yoqobo (ama-OEMs) futhi kwadingeka ithembele kubahlinzeki beSigaba 1 ukuze banikeze isiteringi esingasadingeki, ukubhuleka nezinye izinto ezibalulekile ezidingekayo ukuze amaloli asebenze ngokuzenzakalelayo..
Isigamu sonyaka ngemuva kokuphela kwengxabano yangaphakathi, uHou Xiaodi umemezele ukwesula kwakhe.NgoMashi 2023, u-Hou Xiaodi wathumela isitatimende ku-LinkedIn: "Ekuseni kangaka nje, ngesule ngokusemthethweni ebhodini labaqondisi le-TuSimple, elisebenza ngokushesha. Ngisakholelwa ngokuqinile emandleni amakhulu okushayela ukuzimela, kodwa ngicabanga ukuthi manje isikhathi sami Kwakuyisikhathi esifanele sokushiya inkampani. "
Kuleli qophelo, isiyaluyalu se-TuSimple sesiphelile ngokusemthethweni.
03.
Ukudluliswa kwebhizinisi okuhambisanayo kwe-L4 L2 ukuya e-Asia-Pacific
Ngemva kokuhamba komsunguli kanye nenkampani u-CTO Hou Xiaodi, wembula isizathu sokuhamba kwakhe: abaphathi babefuna u-Tucson aguqule ukushayela okuhlakaniphile kwezinga le-L2, okwakungavumelani nezifiso zakhe.
Lokhu kukhombisa inhloso ye-TuSimple yokuguqula nokulungisa ibhizinisi layo esikhathini esizayo, futhi ukuthuthukiswa kwenkampani okwalandela kuphinde kwacacisa indlela yayo yokulungisa.
Okokuqala ukushintsha ukugxila kwebhizinisi ku-Asia.Umbiko othunyelwe yi-TuSimple kuKhomishana Yezokuphepha Nezohwebo yase-US ngoDisemba 2023 ubonise ukuthi inkampani izodiliza abasebenzi abangu-150 e-United States, cishe u-75% yenani eliphelele labasebenzi e-United States kanye no-19% yenani eliphelele labasebenzi. abasebenzi bomhlaba wonke.Lokhu ukuncishiswa kwabasebenzi okulandelayo kwe-TuSimple kulandela ukudilizwa ngoDisemba 2022 nangoMeyi 2023.
Ngokusho kwe-Wall Street Journal, ngemuva kokudilizwa ngoDisemba 2023, iTuSimple izoba nabasebenzi abangama-30 kuphela e-United States.Bazoba nesibopho somsebenzi wokuvala webhizinisi le-TuSimple lase-US, kancane kancane badayise impahla yase-US yenkampani, futhi basize inkampani ukuthi ithuthele esifundeni sase-Asia-Pacific.
Ngesikhathi sokudilizwa kaningi e-United States, ibhizinisi laseShayina alizange lithinteke futhi esikhundleni salokho laqhubeka nokwandisa ukuqashwa kwalo.
Manje njengoba i-TuSimple isimemezele ukukhishwa kwayo ohlwini e-United States, kungathiwa ukuqhubeka kwesinqumo sayo sokudlulela esifundeni sase-Asia-Pacific.
Okwesibili ukucabangela kokubili i-L2 ne-L4.Ngokuya nge-L2, i-TuSimple ikhiphe i- "Big Sensing Box" TS-Box ngo-Ephreli 2023, engasetshenziswa ezimotweni zentengiso nasezimotweni zabagibeli futhi ingasekela ukushayela okuhlakaniphile kwezinga le-L2+.Mayelana nezinzwa, iphinde isekele i-4D millimeter wave radar noma i-lidar eyandisiwe, esekela ukushayela okuzenzakalelayo kwezinga le-L4.
Ngokuya nge-L4, i-TuSimple ithi izothatha umzila wezimoto ezihlanganisa izinzwa eziningi + ezifakwe ngaphambilini ezikhiqizwa ngobuningi, futhi ikhuthaze ngokuqinile ukuthengiswa kwamaloli azimele we-L4.
Njengamanje, i-Tucson ithole iqoqo lokuqala lamalayisensi okuhlolwa kwemigwaqo engashayeli ezweni, futhi yaqala ukuhlola amaloli angashayeli e-Japan.
Kodwa-ke, uTuSimple washo engxoxweni ngo-Ephreli 2023 ukuthi i-TS-Box ekhishwe yi-TuSimple ayikatholi amakhasimende aqokiwe kanye nabathengi abanentshisekelo.
04. Isiphetho: Ushintsho ekuphenduleni izinguquko zemaketheSelokhu yasungulwa, i-TuSimple ibishisa ukheshi.Umbiko wezezimali ubonisa ukuthi iTuSimple ilahlekelwe yisamba esingu-US$500,000 (imali elinganiselwa ku-RMB 3.586 million) engxenyeni yokuqala yesithathu ka-2023. Nokho, kusukela ngomhlaka-30 Septhemba 2023, iTuSimple isaphethe ama-US$776.8 million (imali elinganiselwa ezigidini eziyizinkulungwane ezingu-RMB 5.56). , okulinganayo kanye nokutshalwa kwezimali.
Njengoba umdlandla wotshalomali wabatshalizimali uncipha namaphrojekthi angenzi nzuzo encipha kancane kancane, kungase kube inketho enhle nge-TuSimple ukuthi ikhiphe uhlu e-United States, iqede iminyango, iguqule ukugxila kwayo ekuthuthukisweni, futhi ithuthukele emakethe yezohwebo ye-L2.
Isikhathi sokuthumela: Jan-26-2024