Kamfanonin tuki na farko a duniya sun sanar da soke jerin sunayensu a hukumance!
A ranar 17 ga watan Janairu, agogon kasar, kamfanin tuki mai tuka kansa na TuSimple ya fada a cikin wata sanarwa cewa, bisa radin kansa zai cire jerin sunayen daga kasuwar hada-hadar hannayen jari ta Nasdaq tare da dakatar da rajistarsa da Hukumar Kula da Kayayyakin Kayayyaki ta Amurka (SEC). Kwanaki 1,008 bayan an jera shi, TuSimple a hukumance ya ba da sanarwar cire shi, ya zama kamfani na farko mai cin gashin kansa a duniya don cirewa da son rai.
Bayan da aka sanar da labarin, farashin hannun jarin TuSimple ya ragu da fiye da kashi 50%, daga cents 72 zuwa 35 (kimanin RMB 2.5). A kololuwar kamfanin, farashin hannun jari ya kai dalar Amurka 62.58 (kimanin RMB 450.3), kuma farashin hannun jari ya yi kasa da kusan kashi 99%.
Darajar kasuwar TuSimple ta haura dalar Amurka biliyan 12 (kimanin RMB 85.93 biliyan) a kololuwar sa. Ya zuwa yau, darajar kasuwar kamfanin ya kai dalar Amurka miliyan 87.1516 (kimanin RMB miliyan 620), kuma darajar kasuwarsa ta tashi da sama da dalar Amurka biliyan 11.9 (kimanin RMB 84.93 biliyan).
TuSimple ya ce, "Fa'idodin ci gaba da kasancewa kamfani na jama'a baya tabbatar da farashin. A halin yanzu, kamfanin yana fuskantar sauyi wanda ya yi imanin zai iya yin tafiya a matsayin kamfani mai zaman kansa fiye da kamfanin jama'a. "
Ana sa ran TuSimple zai soke rajista tare da Hukumar Tsaro da Canjin Amurka a ranar 29 ga Janairu, kuma ana sa ran ranar ciniki ta ƙarshe a Nasdaq za ta kasance 7 ga Fabrairu.
An kafa shi a cikin 2015, TuSimple yana ɗaya daga cikin farawar manyan motocin tuƙi na farko a kasuwa. A ranar 15 ga Afrilu, 2021, an jera kamfanin akan Nasdaq a Amurka, wanda ya zama kamfani na farko na tuki mai cin gashin kansa a duniya, tare da yin tayin farko na jama'a na dalar Amurka biliyan 1 (kimanin RMB biliyan 71.69) a Amurka. Duk da haka, kamfanin yana fuskantar koma baya tun lokacin da aka jera shi. Ta fuskanci jerin abubuwan da suka faru kamar binciken hukumomin Amurka, rikice-rikicen gudanarwa, kora daga aiki da sake tsarawa, kuma a hankali ya kai ga wani jirgin ruwa.
Yanzu, kamfanin ya cire jerin sunayen a Amurka kuma ya mai da hankali kan ci gabansa zuwa Asiya. A lokaci guda, kamfanin ya canza daga yin L4 kawai zuwa yin duka L4 da L2 a layi daya, kuma ya riga ya ƙaddamar da wasu samfurori.
Ana iya cewa TuSimple yana janyewa daga kasuwar Amurka. Yayin da sha'awar zuba jarurruka na masu zuba jari ke raguwa kuma kamfanin ya sami sauye-sauye masu yawa, TuSimple's dabarun motsi na iya zama abu mai kyau ga kamfanin.
01.Kamfanin ya sanar da canji da daidaitawa saboda dalilai na cirewa
Sanarwar da aka fitar a shafin yanar gizon TuSimple ta nuna cewa a ranar 17 ga watan Satumba, TuSimple ta yanke shawarar raba hannun jari da radin kan kamfanin daga Nasdaq tare da dakatar da rajistar hannun jarin kamfanin tare da Hukumar Kula da Kayayyaki ta Amurka. Wani kwamiti na musamman na kwamitin gudanarwar kamfanin ne ke yanke hukunci kan soke lissafin da soke rajista, wanda ya ƙunshi daraktoci masu zaman kansu gaba ɗaya.
TuSimple yana da niyyar shigar da Form 25 tare da Hukumar Tsaro da Musanya ta Amurka a kan ko kusan 29 ga Janairu, 2024, kuma ana sa ran ranar ciniki ta ƙarshe ta hannun jarinta a Nasdaq ko kusan 7 ga Fabrairu, 2024.
Wani kwamiti na musamman na hukumar gudanarwar kamfanin ya tabbatar da cewa cire jerin sunayen da soke rajista ya kasance mafi alheri ga kamfanin da masu hannun jarinsa. Tun da TuSimple IPO a cikin 2021, kasuwannin babban birnin kasar sun sami sauye-sauye masu mahimmanci saboda hauhawar yawan riba da kuma ƙarfafa ƙima, canza yadda masu saka hannun jari ke kallon kamfanonin haɓaka fasahar kasuwanci kafin kasuwanci. Ƙimar darajar kamfanin da yawan kuɗin da ake samu ya ragu, yayin da farashin hannun jarin kamfanin ya karu sosai.
Sakamakon haka, kwamitin na musamman ya yi imanin cewa fa'idodin ci gaba a matsayin kamfani na jama'a ba ya tabbatar da farashin sa. Kamar yadda aka bayyana a baya, Kamfanin yana fuskantar canji wanda ya yi imanin zai iya yin tafiya mafi kyau a matsayin kamfani mai zaman kansa fiye da kamfanin jama'a.
Tun daga wannan lokacin, "hannun tuki mai cin gashin kansa na farko" na duniya a hukumance ya janye daga kasuwar Amurka. TuSimple ya soke wannan lokacin saboda dalilai biyu na aiki da hargitsi na zartarwa da gyare-gyaren canji.
02.Rikicin da ya shahara a baya ya yi mummunar illa ga kuzarinmu.
A watan Satumba na 2015, Chen Mo da Hou Xiaodi sun kafa TuSimple tare, suna mai da hankali kan haɓaka hanyoyin samar da motocin L4 marasa matuki na kasuwanci.
TuSimple ya karbi hannun jari daga Sina, Nvidia, Zhiping Capital, Composite Capital, CDH Investments, UPS, Mando, da dai sauransu.
A cikin Afrilu 2021, TuSimple an jera shi akan Nasdaq a Amurka, ya zama "hanyoyin tuƙi na farko na duniya". A wancan lokacin, an fitar da hannun jari miliyan 33.784, inda aka samu jimlar dalar Amurka biliyan 1.35 (kimanin RMB biliyan 9.66).
A kololuwarta, darajar kasuwar TuSimple ta zarce dalar Amurka biliyan 12 (kimanin RMB biliyan 85.93). Ya zuwa yau, darajar kasuwar kamfanin bai kai dalar Amurka miliyan 100 ba (kimanin RMB miliyan 716). Wannan yana nufin cewa a cikin shekaru biyu, ƙimar kasuwar TuSimple ta ƙafe. Fiye da kashi 99%, suna durkushewar dubunnan biliyoyin daloli.
Rikicin cikin gida na TuSimple ya fara ne a cikin 2022. A ranar 31 ga Oktoba, 2022, kwamitin gudanarwa na TuSimple ya sanar da korar Hou Xiaodi, shugaban kamfanin, shugaban kasa, da CTO, tare da cire mukaminsa na shugaban kwamitin gudanarwa.
A cikin wannan lokacin, Ersin Yumer, mataimakin shugaban zartarwa na TuSimple, na ɗan lokaci, ya ɗauki mukaman Shugaba da shugaban ƙasa, kuma kamfanin ya fara neman sabon ɗan takarar Shugaba. Bugu da kari, Brad Buss, jagoran TuSimple mai zaman kansa, an nada shi shugaban kwamitin gudanarwa.
Rikicin cikin gida na da nasaba da binciken da kwamitin tantancewar hukumar ke yi, wanda ya kai ga hukumar ta ga ya zama dole a maye gurbin Shugaba. A baya can a cikin Yuni 2022, Chen Mo ya ba da sanarwar kafa Hydron, wani kamfani da aka sadaukar don bincike da haɓakawa, ƙira, kera da siyar da manyan manyan motocin dakon mai na hydrogen sanye take da matakin L4 mai sarrafa kansa da ayyukan tuki da sabis na samar da iskar hydrogenation, kuma ya kammala zagaye biyu na bayar da kuɗi. . , jimillar kuɗaɗen kuɗin ya zarce dalar Amurka miliyan 80 (kimanin RMB miliyan 573), kuma ƙimar kuɗin da aka riga aka yi ya kai dalar Amurka biliyan 1 (kimanin RMB biliyan 7.16).
Rahotanni sun nuna cewa Amurka na binciken ko TuSimple ta yaudari masu zuba jari ta hanyar ba da kudade da kuma tura fasahar zuwa Hydron. A sa'i daya kuma, kwamitin gudanarwar yana binciken alakar dake tsakanin gudanarwar kamfanin da Hydron.
Hou Xiaodi ya koka da cewa hukumar gudanarwar ta kada kuri'ar tsige shi daga mukaminsa na shugaban kasa kuma shugaban kwamitin gudanarwa a ranar 30 ga watan Oktoba. "Na kasance mai gaskiya kwata-kwata a cikin sana'ata da kuma na kaina, kuma na ba da cikakken hadin kai da hukumar saboda ba ni da wani abin da zan boye. Ina so in bayyana: gaba daya na musanta duk wani zargin da ake yi min na aikata ba daidai ba."
A ranar 11 ga Nuwamba, 2022, TuSimple ta sami wasiƙa daga babban mai hannun jari yana sanar da cewa tsohon shugaban kamfanin Lu Cheng zai koma matsayin shugaban kamfanin, kuma wanda ya kafa kamfanin Chen Mo zai dawo a matsayin shugaba.
Bugu da kari, kwamitin gudanarwa na TuSimple shima ya sami manyan canje-canje. Masu haɗin gwiwar sun yi amfani da babban haƙƙin jefa ƙuri'a don cire Brad Buss, Karen C. Francis, Michelle Sterling da Reed Werner daga kwamitin gudanarwa, inda kawai Hou Xiaodi ya zama darakta. A ranar 10 ga Nuwamba, 2022, Hou Xiaodi ya nada Chen Mo da Lu Cheng a matsayin mambobin kwamitin gudanarwa na kamfanin.
Lokacin da Lu Cheng ya koma kan mukamin babban jami'in gwamnati, ya ce: "Na dawo kan mukamin babban jami'in tare da la'akari da gaggawa don dawo da kamfaninmu kan hanya. A cikin shekarar da ta gabata, mun fuskanci rikice-rikice, kuma yanzu muna buƙatar daidaita ayyuka da kuma daidaitawa. dawo da amincewar masu saka hannun jari, kuma su samar wa ƙwararrun ƙwararrun ƙwararrun Tucson tare da goyon baya da jagoranci da suka cancanci.
Kodayake fadan cikin gida ya lafa, ya kuma yi mummunar illa ga kuzarin TuSimple.
Yaƙin cikin gida mai tsanani ya haifar da rushewar dangantakar TuSimple tare da Navistar International, abokin aikin haɓaka manyan motoci masu tuƙi, bayan dangantakar shekaru biyu da rabi. Sakamakon wannan fadace-fadace, TuSimple ya kasa yin aiki lafiya tare da sauran masana'antun kayan aiki na asali (OEMs) kuma dole ne ya dogara da masu samar da Tier 1 don samar da sitiyari, birki da sauran mahimman abubuwan da ake buƙata don manyan motoci suyi aiki da kansu. .
Rabin shekara bayan kawo karshen rikicin cikin gida, Hou Xiaodi ya sanar da yin murabus. A cikin Maris 2023, Hou Xiaodi ya buga wata sanarwa akan LinkedIn: "Da sanyin safiyar yau, na yi murabus a hukumance daga kwamitin gudanarwa na TuSimple, wanda ke aiki nan da nan. lokaci na zuwa Lokaci ya yi da zan bar kamfanin."
A wannan lokacin, TuSimple ta rugujewar zartarwa ta ƙare bisa hukuma.
03.
Canja wurin kasuwancin L4 L2 mai daidaitacce zuwa Asiya-Pacific
Bayan wanda ya kafa kamfanin kuma CTO Hou Xiaodi ya tafi, ya bayyana dalilin tafiyarsa: gudanarwar ta bukaci Tucson ya canza zuwa tuki mai hankali na matakin L2, wanda bai dace da bukatun kansa ba.
Wannan yana nuna niyyar TuSimple don canzawa da daidaita kasuwancin sa a nan gaba, kuma ci gaban da kamfanin ya samu ya ƙara fayyace hanyar daidaitawa.
Na farko shi ne mayar da hankalin kasuwanci zuwa Asiya. Rahoton da TuSimple ya gabatar ga Hukumar Tsaro da Canjin Amurka a cikin Disamba 2023 ya nuna cewa kamfanin zai kori ma'aikata 150 a Amurka, kusan kashi 75% na adadin ma'aikata a Amurka da kashi 19% na adadin ma'aikata. ma'aikatan duniya. Wannan shine rage ma'aikatan TuSimple na gaba biyo bayan korar da aka yi a watan Disamba 2022 da Mayu 2023.
A cewar Wall Street Journal, bayan korar da aka yi a watan Disamba 2023, TuSimple zai sami ma'aikata 30 kawai a Amurka. Za su dauki nauyin rufe ayyukan kasuwancin Amurka na TuSimple, sannu a hankali sayar da kadarorin kamfanin na Amurka, kuma za su taimaka wa kamfanin wajen ƙaura zuwa yankin Asiya-Pacific.
A lokacin korar da aka yi a Amurka da dama, harkokin kasuwancin kasar Sin ba su yi tasiri ba, maimakon haka ya ci gaba da fadada daukar ma'aikata.
Yanzu da TuSimple ta sanar da soke jerin sunayen ta a Amurka, ana iya cewa ci gaba da yanke shawarar komawa yankin Asiya da tekun Pasifik.
Na biyu shine yin la'akari da duka L2 da L4. Dangane da L2, TuSimple ya fito da "Big Sensing Box" TS-Box a cikin Afrilu 2023, wanda za'a iya amfani dashi a cikin motocin kasuwanci da motocin fasinja kuma yana iya tallafawa matakin L2 + tuki mai hankali. Dangane da na'urori masu auna firikwensin, yana kuma goyan bayan faɗaɗa radar milimita 4D ko lidar, yana goyan bayan tuƙi mai sarrafa kansa har zuwa matakin L4.
Dangane da L4, TuSimple ya yi iƙirarin cewa zai ɗauki hanyar haɗakarwar firikwensin + da aka riga aka shigar da manyan motocin samarwa, kuma da ƙarfi inganta kasuwancin manyan motocin L4 masu cin gashin kansu.
A halin yanzu, Tucson ya sami kashin farko na lasisin gwajin tuƙi a cikin ƙasar, kuma a baya ya fara gwajin motocin da ba su da tuƙi a Japan.
Koyaya, TuSimple ya bayyana a cikin wata hira a cikin Afrilu 2023 cewa TS-Box da TuSimple ya saki har yanzu bai sami takamaiman abokan ciniki da masu siye masu sha'awar ba.
04.Kammalawa: Canji a mayar da martani ga canje-canjen kasuwaTun lokacin da aka kafa shi, TuSimple yana ƙone tsabar kuɗi. Rahoton kudi ya nuna cewa TuSimple ya yi babban asarar dalar Amurka 500,000 (kimanin RMB 3.586 miliyan) a cikin kashi uku na farko na shekarar 2023. Duk da haka, a ranar 30 ga Satumba, 2023, TuSimple har yanzu yana riƙe da dalar Amurka miliyan 776.8 (kimanin RMB 3.56 biliyan) cikin tsabar kudi biliyan 5.56. , daidai da zuba jari.
Yayin da sha'awar saka hannun jarin masu zuba jari ke raguwa kuma ayyukan sa-kai suna raguwa sannu-sannu, yana iya zama kyakkyawan zaɓi ga TuSimple don ƙaddamar da rayayye a cikin Amurka, kawar da sassan, canza yanayin haɓakawa, da haɓaka cikin kasuwar kasuwanci ta L2.
Lokacin aikawa: Janairu-26-2024