Chapter 886 Zhushi, acquisition!
On the balcony of the hotel under the night, Shen Nanpeng and Tan Jincheng sat across the table.
There were some fruits and melons on the table in the middle, Tan Jincheng was holding Coke and Shen Nanpeng was holding beer, but he was leisurely.
"The new energy vehicle market this year is very strong, and the competition next year should be more intense. Your models are a bit not enough."
Although he did not go to the scene, Shen Nanpeng was always paying attention to the situation of the auto show and looking for investment opportunities.
"That's for sure. The competition will only become more intense year by year. This is just beginning, but we will still come as planned."
Of course, among the more than 100 new energy vehicles participating in the exhibition, it is impossible for them to be new and concept cars, but each company has shown its unique skills and has many highlights, including the hybrid series of joint venture brands and BYD's Qin EV and Song EV.
After so many years of development in new energy vehicles, hybrid seems to be more capable of solving mileage anxiety than pure electric vehicles, but in fact, the best selling is pure electric vehicles. Pure electric vehicles and hybrid vehicles are basically in the case of June 4th.
Dizi has been doing hybrid for several years and found that it seems to be different from what they imagined. Although they have considerable advantages in hybridization, pure electric seems to be more popular, and it is inevitable that ace models will be launched.
During the day, Tan Jincheng also visited Dizi's exhibition hall and experienced Qin EV. His biggest feeling was that the interior and dashboard had changed a lot compared to the hybrid model, and the overall workmanship and materials were greatly improved.
Under the oppression of the Aian series, Dizi obviously realized that if he wanted to maintain competitive relationships with Wei in the field of pure electric to compete for market share, he had to invest some capital.
"This year, BAIC has invested a lot of technology and invested a lot of money. Their cars this year have really highlighted a lot. This should be another heavyweight competitor, right?"
Tan Jincheng smiled: "It's true."
Tan Jincheng has nothing to evaluate about BAIC New Energy. Weilai has many cooperations with Foton and BAIC. The ultimate development of engine technology is also due to BAIC (Fotin). Many of Weilai's middle and senior management are from BAIC.
The cooperation between the two sides is still very pleasant, but he really doesn't know how to evaluate BAIC.
With the qualifications to cooperate with the two joint venture brands Mercedes-Benz and Hyundai, and with companies like Foton that have made certain achievements in the commercial vehicle field, their investment in new energy is no worse than that of any of their competitors.
With its natural regional advantages, it has unparalleled advantages in both policy tendencies and university resources, but it turns out that it is like Wang Xiaoer's New Year, and it is getting worse every year.
He is not worried about investment in any new energy projects such as BAIC and Dongfeng. Instead, he needs to be vigilant when independent brands such as BYD, Geely, Chery and Great Wall are in the process of initiating their efforts.
Especially Dizi, they have obviously started to exert their strength.
"The market share of Weilai in the next few years should decline. In addition to everyone's efforts, Tesla should also step up its entry into the domestic market. In terms of background, you are not as good as these companies."
"And they all have a car model that has a lot of volume. Your Weilai brand has not yet achieved volume, and the market is mainly B-end customers. This is your disadvantage."
The Aion series is already the king of online ride-hailing. It has a good market share in Guangdong, Zhejiang, Jiangsu and Anhui Luzhou. It can suppress BYD Qin's sales in Guangdong Province all rely on the strong strength of B-end customers.
"We will also launch volume models in the second half of next year. We don't care much about market share. Anyway, new energy vehicles are still in the blue ocean market at present, so we have enough time to adjust."
"At present, we will focus on building a brand image."
The brand image of any company is very important. What Wei Lai has to do is to build up his own brand image like Tesla.
Unlike independent brands like BYD, they can only do high-end products when they are established. It is good to be able to make a car out of it. If the foundation is too weak, they will definitely be able to do low-end products.
If you adapt to low-end brands and want to improve your image, it will take many years of accumulation to slowly allow consumers to accept high-priced products.
"The subsidy policy has not changed much at the moment. If you have such a good opportunity to not build your brand image, it would be a bit of a loss."
Take the BYD Qin series as an example. Their official guide price is around 250,000 yuan, but it will not cost much money if it is minus the national subsidies, local subsidies and car companies' own subsidies.
According to Weilai's business model, with the help of subsidies, the car price is raised and the quality is improved. At most, it is just a price that does not make the subsidy. After the image is established, it will be easier.
Judging from the sales of ES8, Weilai's high-end image is relatively successful.
Shaking his wine glass, Shen Nanpeng nodded and said, "It's indeed a good idea. We must also have some high-end brands of our own, and we can't just eat some low-profit ones."
"But in this case, then the sales of Weilai in new energy vehicles will not change much next year; by the way, can you achieve 100,000 vehicles this year?"
"It's a little bit bad, but it's pretty good. There shouldn't be much change next year. It's expected to be around 120,000 vehicles."
It has passed halfway through November, and the annual sales have basically come out, especially the relatively stable new energy vehicle market. This year, Weilai's overall sales in new energy vehicles should be between 94,000 and 96,000 vehicles.
There is some gap between the sales expectations of 100,000 vehicles, but it is not very big, which is basically in line with the current market trend.
However, it is not impossible to achieve sales of 100,000 vehicles. From next month, new energy vehicles will start piloting green license plates in five cities. Some car owners who do not want green license plates or take advantage of policy loopholes may take advantage of the last wave of welfare.
After all, you don’t need to get a lottery when buying a new energy vehicle. You can get the blue card first.
A common misunderstanding is that blue cards do not equal new energy vehicles. In fact, new energy vehicles purchased before December 1, 2016 are all equipped with blue cards. Green cards were not officially implemented after December 1, and are pilot projects.
New energy vehicles with blue license plates can also be replaced with green license plates, but this is not mandatory, and you can do it if you don’t change them.
The blue brand new energy vehicle is still of some memorial significance. Tan Jincheng personally owns several blue brand new energy vehicles, and he has no intention of replacing it, especially the first Tesla sports car I got back from abroad that year.
In addition to giving away the people and giving a lieutenant to dismantle the several cars he brought back at that time, he kept one of them himself. The car didn't last long and it didn't sell much. It was even rarer in China, and it still has a certain meaning of collecting.
Zhang Yong and others were still a little shocked at the time when they dismantled their car to the company. The boss was too generous.
According to the traditional routine of car companies, many companies actually cooperate with car rental companies when doing tests, renting a similar competitor to run for testing or dismantling.
It is no secret in the industry for renting a car to do testing, it is all due to cost considerations.
In order to save money, some car companies even rent the models compared to the press conference. According to their statement, it is enough to not cause trouble. If you can, save a little.
However, Weilai is quite strange. The models used by Weilai for comparison and testing were all bought by themselves, and they were new cars on the market. Boss Tan’s wealth is only reflected in the external world, and the same is true in certain details.
In his own words, if you save hundreds of thousands of dollars, you can develop a piece of cake and just copy it.
Besides, the rental cars are in different condition, so the test data like the new car cannot be achieved.
"Then it seems that Weilai's sales will decline a lot next year, and those who buy stocks will have a headache again."
The sales of the Yuechi series in 2016 reached an unprecedented peak. It was exaggerating to sell more than 50,000 units in October.
This is not the most exaggerated thing, this month Yuechi A1 is even more exaggerated!
At present, the overall sales of Yuechi A1 have exceeded 60,000 vehicles. If this trend continues, the sales this month are very likely to exceed 70,000 vehicles, which can be said to be invincible.
With the god-level performance of refreshing sales, Yuechi A1 continues its outrageous trend and can basically become the number one in sales this month.
In the SUV track segment, the market generally predicts that the sales of the Yuechi A1 alone may reach 500,000 vehicles by the end of this month.
"Haha, that's true, but this is not something we can decide."
There is a peak, and there will naturally be an end. Needless to say, the peak sales of Yuechi A1 is designated in 2016. After all, the SUV track cannot continue to grow wildly like in the past two years.
There is no need to say much about the total sales in 2017, and it is naturally not as good as in 2016. After all, the sales in every year will be worse than the previous year. The only difference is how much decline.
The life cycle of every car is like this. Tan Jincheng will not hope to survive on this series. It must develop new volume models while the Yuechi series is still at the peak of its life cycle.
"Yes, this is not something I can decide on myself, or the sales of Weilai next year may not change much. This is just our prediction."
"It's a bit too early to worry about sales next year, so let's take care of the present."
"No problem. You are going to Zhucheng tomorrow. Have you thought about it? After meeting, Huang Zhang will definitely be prepared. He will definitely say hello to those cooperative companies."
According to Shen Nanpeng's opinion, if you use IPO as bait to attract Huang Zhang to sell his shares, you should do something better.
Before meeting, I first found a way to acquire other shares outside Huang Zhang's hands as much as possible. Now, except for Ali, Haitong Kaiyuan and Hitton Information, the other Meizu cooperative manufacturers have not discussed it.
The three companies, including Ali, hold 30.17% of the shares, and Shen Nanpeng means that even if you buy 40% of them, it will be good.
The interests of the cooperative manufacturers and Huang Zhang must be closer, but even Ali can't help but exchange them with Tan Jincheng, let alone these Meizu cooperative manufacturers.
As long as the exchange benefits are sufficient, there will be no problem in obtaining 40% of the shares.
Tan Jincheng shook his head: "Forget it, let's meet again first. Mr. Huang has been in the middle for so many years, so we can't underestimate his personal charm."
Huang Zhang, who had not finished high school, worked in an electronics factory. He had no academic background and became the general manager of a foreign company with his own abilities. Later, he made MP3 the industry leader with his own abilities.
From MP3 to domestic smartphones, Huang Zhang was once called China Jobs. Although this title has a boastful element, it is enough to prove his ability.
You should know that Meizu, which has always adhered to family management, has no shares in their core teams. Core executives such as Li Nan and Bai Yongxiang have worked with him for more than 10 years without shares. His abilities and personal charm are definitely very strong. No matter what happens to Meizu, you cannot question Huang Zhang's technical genius and commercial success, and don't underestimate him.
Without knowing Huang Zhang, we went to negotiate with other cooperative manufacturers holding Meizu shares. It is difficult to guarantee that there were no cooperative manufacturers who were very loyal to Huang Zhang.
If this is the case, the road to acquiring Meizu will be completely blocked.
"Since we have said that we should first be polite and then soldiers, we should do the best we should do, so don't do anything in advance."
Shen Nanpeng smiled and said, "Okay, just make your own decision."
Tan Jincheng rejected his proposal, but Shen Nanpeng was not unhappy. It is indeed true to be cautious. Besides, the advantage of doing this is that it will not offend Huang Zhang.
Tan Jincheng has a lot of cooperation with Meizu. He supplies Meizu's batteries. In addition, APPs such as Orange Pin Club, Honor of Kings and other APPs also have certain cooperation with Meizu.
Although Huang Zhang insists that the system has no advertisements and refuses to pre-install software sharing, it does not mean that he does not cooperate with software vendors.
"At present, we can confirm 30.17% of the time, and only 20.83% of the time we need to acquire. If possible, it is better to acquire directly from Mr. Huang."
In this way, Huang Zhang's shareholding can remain above 29%, and he is still the absolute major shareholder of Meizu. If Meizu can successfully go public, it may not be a bad thing for Huang Zhang.
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Of course, this depends on how Huang Zhang himself understands it.
"Then I wish you a victory!"
Shen Nanpeng raised his glass to signal to Tan Jincheng. Tan Jincheng smiled and picked up the Coke bottle and touched it.
Zhu City, Xiangzhou District.
Meizu, which has received several huge investments, also has its own technology park, and adjacent to it are technology-based enterprises such as Kingsoft's Software Park and Juxin Technology.
"Tell me, when I came here last time, Boss Huang was too lazy to pay attention to me."
In the 2000s, Tan Jincheng thought about investing in Meizu, but Boss Huang didn't see him at all, and just sent someone to send him away.
What a joke? Boss Lei next door didn't agree to invest, he just wanted to let Lao Lei do it with him. I wonder which kid came out of a horn and said he would pay attention to him if he wanted to invest in him?
"At that time, Meizu was just a small factory, and the factory building was not as elegant as it is now. It said that it was similar to the factory we had in the export processing area at the beginning, and it was also rented."
"Boss, do you want to talk about thirty years of Hedong and thirty years of Hexi?"
"No, it's just a little bit of emotion. Sometimes a mistake in the business world can easily burn your efforts. If it weren't for a few tactical mistakes, how could it be our turn to discuss the acquisition?"
Since the late stage of feature phones and early stages of smart phones, they have survived by their own explorations, and are more valuable than Xiaomi, which is currently worth more than US$40 billion. Since its development, investment institutions with a valuation of 30 billion yuan think it is too expensive. , more or less, still a little sad.
"It is said that the automobile market is cruel. If you sell well this year, you may go bankrupt next year. In fact, the mobile phone market is even more cruel. A small mistake may cause the brand to lose."
Samsung is enough. Giants such as Nokia and Motorola are withdrawing from the market faster than the sea water recedes. In just a few years, the two brands Nokia and Motorola have been almost forgotten in China.
"Of course, the mobile phone is actually a fast-moving consumer goods. It will be replaced with a new phone two or three years later, or even a year or two. If your product cannot satisfy most consumers, it will disappear very quickly."
"A car is so expensive, even if you are not satisfied with it, you can only endure it except selling it for second-hand products, so we still have to give us more time."
If the boss wants to buy a mobile phone brand, then her full-time assistant naturally needs to know more. After learning about the detailed operating model of the mobile phone industry, Zhao Xinyi was also worried.
Fortunately, the reason why the boss bought the mobile phone brand was not because he really wanted to make a mobile phone, but because he turned to the smart car ecosystem, which made her feel more at ease.
Judging from the information collected by Zhao Xinyi, the competitors in the automotive circle are simply too "kind", and the competitors in the mobile phone industry are called ruthless.
In addition, their marketing plans are also diverse and worth learning.
The first time Tan Jincheng and Huang Zhang met was not in Meizu Science and Technology Park, but in Huang Zhang’s villa in Zhu City. Tan Jincheng was too popular, and Huang Zhang didn’t want to attract too much attention. Tan Jincheng also thought so.
"Mr. Huang, I have been admired for a long time."
Huang Zhang, who had a buzz cut, stretched out his hand with a smile: "Where is where, Mr. Tan is the object of my long-term reverence. Speaking of which, this is our meeting for ten years, right?"
"Have you been ten years? It probably didn't work, but this doesn't matter. You don't have to worry about having a good meal."
Huang Zhang should be considered a contradiction. From this villa, it can be roughly seen that the villa is a villa, but the decoration inside is very simple and does not look like the villa should be.
He also wore a set of work clothes, his life was minimalist, and he was active on the Meizu Forum like an otaku for many years. He had the ultimate pursuit of technology, but he was extremely resistant to full-screen screens.
In addition, it is because of its stubbornness in Qualcomm's patent licensing. The entire series adopts MediaTek's core brand, which makes Meizu miss the high-end market.
To sum up, this guy should be a combination of contradiction between idealism and real business.
"When I talk about that, I have to apologize to Mr. Tan and say what I should meet."
Tan Jincheng was speechless. This guy was called the founder of social avoidance. He had no interviews throughout 2014 and did not speak at the company's annual meeting. He only expressed his views in videos or letters.
It seems that he is not deliberately low-key, but obviously he has no ability to express himself on the spot.
What do you say when you keep chasing this old story? Everyone is a well-known figure. It’s okay to pass it. Who hasn’t clicked it yet?
"It's just over the apology. I took the liberty at that time."
After saying that, Tan Jincheng signaled Zhao Xinyi to put down the documents and gifts. If you talk about this topic again, I will have to use Rebs to slap you.
After Zhao Xinyi went out, Huang Zhang was obviously relieved. Obviously he didn't like this kind of greeting.
"Who is Mr. Tan looking for me this time?"
"I want to talk to Mr. Huang about some cooperation and Meizu about some cooperation."
After saying that, General Tan Jincheng, General Weilai's ideas on the smart car ecology were described to Huang Zhang, which was to use Meizu's current Flyme system and the existing NIOPilot system to improve the entire Weilai's automobile ecology.
Huang Zhang's understanding of technology is indeed as good as the word "genius". Of course, Tan Jincheng could not tell him the core secret, but he could understand it just by a rough description.
Huang Zhang, who had a curiosity in his eyes, looked at Tan Jincheng and said, "Mr. Tan's idea is a bit ahead of time, but it is indeed interesting, so this time Mr. Tan still wants to invest in Meizu?"
Through Tan Jincheng's rough description, Huang Zhang does not reject such cooperation. This is not a new attempt for Meizu, but also an opportunity to open up new businesses.
"Yes, no, we will invest in Meizu with the main body, but we must gain control of Meizu."
Who dares to invest in you? Last year, Ali forced Ali to sign a "non-interference in business" agreement, which made Ali, who has always been domineering and likes to control investment companies, was disgraceful.
I won’t get control of such an important project, I dare to hand it over to you?
Huang Zhang was stunned. Obviously he didn't expect Tan Jincheng to make such a request. He stared at Tan Jincheng for dozens of seconds before slowly saying: "Mr. Tan means he wants to acquire Meizu?"
"Yes, right? I only have 51% control. We must have absolute autonomy in the automotive ecosystem. I can also hand over the mobile phone business to Meizu for independent operation. In terms of profits, we can even give some of the profits to Meizu."
"Of course, if Mr. Huang is willing to sell, I won't refuse. I can give a good valuation."
Without refusing to look at Huang Zhang, Tan Jincheng said calmly.
Both of them were not right, which made Huang Zhang not know what to say for a while. At the same time, Tan Jincheng's faint tone also stimulated him a little.
A few years ago, the young man in front suggested that he wanted to invest in Meizu, and at that time he didn't even have to see the young boy at that time and sent him away.
In just a few years, the young man came to the door again. This time he stopped investing and directly acquired it.
The atmosphere at the scene was a little cold. After about a minute or two, Huang Zhang also said lightly: "Does Mr. Tan think Meizu will definitely lose? Or is it that I, Mr. Huang, can't do it?"
"Mr. Huang, don't be angry. If I thought so, I wouldn't come to you. On the contrary, I maintain respect for Meizu. I have recommended M8 to people around me more than once."
"We are villains first and gentlemen later. The cooperation I mentioned is based on the premise that I have gained control of Meizu. Mr. Huang can listen to my cooperation plan before making a decision."
"Okay, then let's listen to Mr. Tan's opinion."
Huang Zhang, born in 1976, is just 40 years old this year, and is in the middle of a strong and prosperous life. However, facing the calm expression of 31-year-old Tan Jincheng, for a moment, he felt that he was really old?
(This chapter ends)