Chapter 890 The industry's voice of the dark horse in the auto market

Chapter 890 The industry's voice of the dark horse in the auto market

PS: The employee stock ownership plan mentioned in the previous chapter usually has three ways: additional issuance, shareholder transfer, additional issuance or repurchase (listed companies).

The major shareholder has transferred it, and other shareholders have to make some of them in the same proportion. They have not mentioned too many specific rules because they are afraid that everyone will say that I will use popular science to hydrology, so pay attention next time.

The team formed by Zhao Xinyi and Juliang Engine took a month to get Meizu back on track.

Although there are still many influences of the Huang family in the Meizu, Tan Jincheng is already quite satisfied with the current situation. Time will digest everything. Anyway, Lao Huang is not a local tycoon in Zhushi.

The next R&D and production and sales are not something that Tan Jincheng can control, nor are they in his work. How Meizu's mobile phone business can only depend on themselves.

"It took more than a month to spend Meizu, and 2016 has passed."

Speaking of which, every large-scale acquisition is a physical and mental exhaustion process. The negotiations seem simple, but the operation reflected in the behind them has never stopped.

Although he spent most of his time in Zhushi City, he had never stopped contacting the organization and analyzing his opponents.

"The influence of public opinion has been basically eliminated. Meizu may be immersed in it for a while in the future. In addition, sales this year have been more or less affected, but Meizu still sells well."

Zhao Xinyi stayed in Zhucheng City, and Zeng Jixiang temporarily replaced her job.

"It's okay, let's affect it. When the new phone shows sincerity next year, those fans will almost come back."

Any mobile phone brand has its fixed fan base. The fierce marketing competition in the smart phone era makes the problem of fandom particularly prominent. Meizu needs to be distinguished from "Meizu fans" and "Huang Zhang fans".

There were many "Huang Zhangfan" on the forum saying that the Meizu brand will no longer be used, and it was just that Tan Jincheng drove Huang Zhang out of Meizu in an almost ruthless way.

To be honest, from the perspective of the founder of the company, Tan Jincheng's approach is somewhat unfair to Huang Zhangdu. This is the biggest debate among fans on the forum. However, after seeing the design drawings of Pro7, Tan Jincheng felt that he did it right.

Although he does not understand mobile phone technology or even cost structure, he can still see which mobile phones can sell well for so many years.

If Huang Zhang is still in charge, he will definitely continue to launch next year's new phones according to his design plan. This alone will no longer be suitable for Meizu.

As for the sales volume and inventory that will affect, Tan Jincheng is not worried. Today, when pre-sale mechanisms and on-demand production have become the mainstream of the industry, the risk of large-scale backlog has been significantly reduced.

There are many ways to digest the inventory, and Meizu's management can handle this.

"From the back, Meizu is more concerned. If you don't know anything, you can contact Xiaomi more. Xiaomi has become much better after taking over the supply chain from Mr. Lei himself. We can learn from him more."

Before Rebs took over, Xiaomi's supply chain was actually a mess. There were several very major accidents, and the product line was unstable. Some problems were really not a user-blame Xiaomi.

Xiaomi's sales and reputation have actually been two extremes for a long time, but now all domestic mobile phone brands have this problem. The problem of Android phones being stuck after only one or two years is always there.

However, after taking over, their supply chain performance has indeed improved a lot, so you can steal this point.

"I know, but speaking of the decline in Meizu's popularity is because our lieutenant is from. Our performance this year is too strong, so strong that we have left the circle."

Speaking of this, Zeng Jixiang looked excited.

In 2016, there were many popular models and interesting jokes in the auto market, such as Zhongpei's "Boshitai", which was launched in mid-October and sold more than 10,000 vehicles in two and a half months.

The sales of 6,700 vehicles per month in December are very similar to a popular model.

However, if you want to talk about the most awesome and hottest car throughout the year, it is definitely the Yuechi A1. The global SUV sales record that exceeded 80,000 units in December in a single month and the total sales of up to 580,700 units throughout the year have always boosted the popularity of the Yuechi series.

In addition, as another pillar model of the Yuechi series, although it faces competitive pressure from competitors launched by major domestic host manufacturers, it still maintains good sales through standard changes and promotions.

The total sales of 197,200 yuan is also a significant increase compared with the sales of 144,500 vehicles last year. The sales of another A9, which is positioned as a relatively high-end, is also very stable, and it can sell more than 10,000 vehicles in a year.

"The entire Yuechi series is really unspeakable this year, it supports our God."

The overall sales of the entire Yuechi series are 789,800 vehicles. This series alone can complete the previously formulated annual sales in 2016, which is simply an indelible contribution.

The popularity of Meizu has declined, which is nothing more than that of the China Passenger Car Association announced the sales of car companies and major models throughout 2016. The popularity of car companies has exceeded some of the popularity.

"Yes, the sales of the entire Yuechi series exceeds Geely's total sales this year."

Speaking of this, Zeng Jixiang was also proud. In the words of the public relations department, this year's plan manuscript is so easy to write, and it is not an exaggeration to praise it. Geely's overall sales this year were 777,300 vehicles, ranking 11th.

Weilai also squeezed into the tenth place in total sales of the car company for the first time due to the full outbreak of the Yuechi series. The statistics of 954,800 vehicles are only 2,700 less than the ninth-ranked Changan Ford.

The leader of domestic brands is still Great Wall Motors, with sales of 1.0745 million vehicles. SUVs are following the rapid growth of Weilai and their unshakable position in the pickup field. In addition, Great Wall has also tried the waters in the sedan market, but they are still following the fuel vehicle route.

The sales were not very good, and Great Wall responded very quickly, so he stopped doing it later, which made Tan Jincheng feel that there was indeed no need to build any sedans in terms of fuel vehicles.

Originally, he was wondering whether he would bring in Proton's Xin Hanjia next year, but now it seems that he should talk about it slowly.

"There will be an interview later, mainly about our 2017 annual plan and our thoughts on the sales of independent brands. Here is an outline of the interview, boss, please take a look."

This is an interview organized by the official China Passenger Car Association. Any car company has to give some face, and Tan Jincheng is not easy to refuse.

Although the domestic auto market in 2016 is still dominated by joint venture brands, it is a year when domestic independent brands have fully risen, seizing share in the mid- and low-end market through cost-effective advantages.

In the attempt to achieve mid-to-high-end, the Weilai ES8 performed well in the high-end electric market, the B-class car Boyue launched by Geely, as well as the GAC large SUV model GS8 and other models.

Geely and Weilai are also the two most outstanding independent brands this year. Geely's total sales increased from 510,000 vehicles last year to 770,000 vehicles, and Weilai increased from 670,000 vehicles last year to 950,000 vehicles.

Compared with BYD, the sales volume of these two Chery companies is stable below 400,000 vehicles, and the performance of the two major Zhejiang auto companies is extremely outstanding.

"That's not what it means. BYD's layout in new energy is very prominent. The proportion of new energy vehicles such as Tang and Qin has increased very quickly. This is BYD's advantage. If any independent brand will surpass Weilai in the future, I think it must be BYD."

"Chery is also a very excellent company. They have a very outstanding overseas layout, and these are the objects of our learning."

"Of course, other car companies are also very good, and each has its own advantages."

The reporter interviewed obviously did not know Tan Jincheng very well. Although Tan Jincheng liked to talk about competition with his peers, it was all visible and tangible in real data, technology, sales, quality and after-sales service.

These are also confident. For example, this reporter tried to induce Tan Jincheng to stumble on his peers with topics, so he would not be fooled.

BYD's sales volume is less than 400,000, which is a large number of fuel vehicles. This year, they also sold more than 80,000 new energy vehicles, and their new energy vehicles account for more than 22% of the total sales volume, which is very eye-catching.

The Qin of the Dynasty series has sold very well. After the entire dynasty system is established, it is the time when BYD is truly outbreak. At this time, you will have more slaps in the face in the future.

Although Chery's domestic sales are average, they have been planning to overseas markets since 1999. In terms of export business, in their own brands, they are like Great Wall's position in the pickup market.

"What is the goal of Weilai next year? Have you ever thought about a plan to exceed one million vehicles?"

Seeing that Tan Jincheng was not fooled, the reporter had to change the topic and follow the normal process to ask about Tan Jincheng's plan for next year.

Tan Jincheng shook his head: "Weilai has no sales plan for one million vehicles at the moment. Sales such as this year are actually beyond our expectations, and this is due to the overall market."

"Just as Mr. Lei said, we are just standing in the wind."

It would be good if the sales volume next year can maintain this year. Oil prices have started to rise again since January. Tan Jincheng knew that the oil price was higher than one year. Although there will be a supplement to the tram, it also takes a process.

In addition, it is difficult for Weilai to release another hit model like Yuechi A1. Even if the planned Weilai version "Medou Y" is not able to reach the level of Yuechi A1.

With a sales plan of 1 million vehicles, it is impossible for the Neiwei to come to this plan for at least three or four years. Let’s practice your internal skills first.

"In the hearts of our Weilai people, we are still just a medium-sized car company. We naturally hope to achieve the plan of millions of sales as soon as possible, but we must also be down-to-earth."

At present, there are only eight domestic auto companies that sell more than one million vehicles, and the only one among the independent brands is Great Wall.

Weilai's sales this year can only be regarded as a dark horse. 60% of all sales are provided by Yuechi A1. This is a good thing and a bad thing. The good thing is that as the main model, explosive sales bring about dilution of costs.

Although the price is not high, the profit of Yuechi A1 is not low. The profit of the 2016 Yuechi A1 bicycle reached a record 35,000 vehicles per vehicle, greatly increasing the profit ratio of Weilai's bicycles. At the beginning of January, Changan entered a significant price reduction promotion for nine of its hot-selling models in the name of welcomeing 15 million users, ranging from 4,000 yuan to 18,000 yuan.

Immediately afterwards, JAC launched a price reduction promotion of three of its models ranging from 4,000 yuan to 10,000 yuan.

Six of these SUV models are competitors of Yuechi A1. The two major state-owned enterprises have started to significantly reduce prices and promote promotions for this track since New Year's Day. It is obvious that they are jealous of Yuechi A1 selling too well.

There is no need to think too much. There will only be more and more people following up on the same track to reduce prices. If Yuechi A1 wants to continue to maintain its advantages, it must come up with a response plan.

No plan is better than price cuts.

Weilai's initial internal plan is to reduce the price by up to 10,000 yuan for the new Yuechi A1 model. The profit of a bicycle is high enough, even if the price is 10,000 yuan, it will make a considerable profit.

There is an outline for the interview, but I don’t know how Tan Jincheng will answer the reporter.

Listening to Tan Jincheng's answer, the reporter was also thinking. It seems that the young company boss is still very clear. Wei Lai's overall sales rose by 41.10% this year, and it is rare that he can still be so calm when facing a junction of sales exceeding one million.

It is difficult for many companies to be so calm when facing important hurdles, and it is also very modest to position themselves as a dark horse company.

"I wonder if Mr. Tan can disclose Weilai's sales plan in 2017?"

"850,000 vehicles, higher than this year. We also hope to be better every year. In addition, the sales volume of new energy vehicles is still planned to be 100,000 vehicles. If you don't complete this year, you will continue to work hard next year."

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At the beginning of the month, some anxious car companies announced their sales expectations for 2017 in December, but Wei Lai, whose sales have soared this year, did not announce it to the public.

"850,000 units? Is that less than this year's sales?"

The reporter was a little surprised. Damn, you sold 950,000 vehicles this year, and then you said that the annual sales expected is 850,000 vehicles?

If you say this, aren’t you afraid of a sharp drop in stock prices, or are you not optimistic about this year’s auto market?

"Mr. Tan is not optimistic about the auto market in 2017?"

"It's not that I'm not optimistic. There are still many changes in policies this year. Being cautious is always good for companies."

As oil prices rise, subsidies will only be less than one year, which will inevitably affect sales. In addition, the biggest change for automakers this year is to start releasing and gradually implementing the double-point policy.

The so-called double-point policy mainly includes average fuel consumption points and new energy vehicle points. Through the points system, enterprises are encouraged to improve fuel efficiency and promote the use of new energy vehicles.

To describe someone who consumes less fuel, it is positive points, anyway, it is negative points, and whose new energy vehicle production and sales are positive points, anyway, it is positive points, anyway.

The impact of the double-point policy on car companies is very significant. If the company's points are negative and cannot be compensated on time, it may be punished, such as suspending the declaration and production of high-fuel consumption products.

In addition to suddenly reducing fuel consumption in technology, vigorously developing new energy vehicles is necessary.

This so-called double-point policy is not only available in the domestic market, but also in overseas markets, including Europe. In recent years, those Europeans are almost invincible in environmental protection, and they have also made a time plan to ban the sale of fuel vehicles, which sounds very abstract.

In his previous life, Dizi Soha New Energy can be said to be the biggest beneficiary of the dual-point policy. He also read the report in his previous life that according to Tesla's revenue share (3% of carbon points revenue), Dizi's revenue contributed by points in the European market alone is about 1 billion yuan, and the overall point revenue may be between 3 billion and 5 billion yuan.

It depends on the intensity of policy implementation and the progress of cooperation between automobile companies.

Of course, the most important thing is not the revenue of billions of yuan, but the industry's voice has been greatly strengthened through point trading. For example, when negotiating tariffs, European car companies can rely on points to achieve the level of negotiations through the redemption of points.

Nowadays, as the leader of the global new energy industry, with the support of the points policy, Wei Lai can also strengthen the industry's voice through the points policy.

Tan Jincheng agreed with this point policy. He hoped that the double point policy would be officially implemented soon, so that Wei Lai would have a higher voice in the industry.

Although Wei Lai sells well now, his status in the car circle is actually average. There is no reason why Tan Jincheng was so low-key when he was interviewed by official media. There are a lot of companies with high revenue, but the industry status still depends on those with high qualifications.

Including the current independent brands such as Dizi, Geely, Chery and Great Wall, they are all like this, but they have no status.

For a company, all its revenue and profits are based on its industry position. No matter how large the industry is, it will only be a castle in the air. When an accident occurs, the company will be particularly fragile.

Apple has the right to speak in the industry, and their moat is particularly deep. Weilai also needs to build his own "moat".

After ending today's interview, Tan Jincheng called Cheng Linfeng over.

"How has Nvidia's share reduction plan been completed?"

It is less than half a month since the inauguration ceremony of the man who went to Taiwan to hold the stage, and there are few opportunities for Tan Jincheng to cash out on a large scale.

The worst relationship in my impression was in 2018, but the so-called "Spring River Water Warm Duck Prophet" must have deteriorated relations before 2018. Tan Jincheng must reduce his holdings as quickly as possible.

The US stock market has been reduced once every three months, and it has been three months since Juliu Engine's first reduction of holdings. Tan Jincheng wants to understand the progress of the share reduction.

"According to the changes in Nvidia's total share capital, we have reduced our holdings by 10.74 million shares twice, cashing out $952.2 million. The remaining 50.4791 million shares will be reduced according to the specific share capital and trading volume changes. The next reduction plan will be at the end of March."

Cheng Linfeng answered remarks, and the amount of cashing out of these two share reductions flowed into Ali's account through overseas channels to purchase Ali's shares in Meizu.

Tan Jincheng tapped the table and listened to Cheng Linfeng's report, sighing in his heart that it was still a little late to be greedy.

According to this plan, we can reduce our holdings by four more times this year, and we can reduce our holdings by about 22 million shares. According to the current price of about 110 US dollars, it is estimated to be around 2.4 billion US dollars. This is a huge fortune.

Even with such a reduction in holdings, Juliu Engine still holds a large number of Nvidia shares, which will be very dangerous when it completely turns against each other next year. We should think of other ways.

"Let's reduce your holdings like this first. I'll think of other ways to do the rest. In addition, Tesla's reduction plan will also begin."

Tesla's 2016 was not doing well. Edamo 3 was very popular, but it could not achieve mass production. Several major accidents including spontaneous combustion and autonomous driving accidents occurred throughout the year.

No model will be without accidents, but it is particularly eye-catching for Musk, who is known as Iron Man and his Tesla, who is particularly popular in the world.

In fact, Tesla's shares have performed poorly since the third quarter of last year. After falling for five consecutive quarters, they barely stabilized in the fourth quarter of this year. In 2016, Tesla's stock price fell 10.97% and closed at US$213.69.

According to the current Nvidia market value held by Juliu Engine is around US$5.5 billion, and Tesla's total market value is US$1.9 billion, totaling US$7.4 billion. These are all open and are quite troublesome.

As for the Apple shares worth $600 million and some other US technology stocks, Tan Jincheng has moved to the dark.

"Okay, but Tesla feels a little loss now. Do you really not wait anymore?"

In Cheng Linfeng's view, although Tesla was not going well in 2016, the edamame 3 was sold to such a level. The total delivery of several models in 2016 exceeded 76,000. Once the production capacity problem is solved, Tesla's stock designation will take off.

As for stock trading, isn’t it just an expectation of speculation? Tesla has such obvious expectations and it is completely worth staying for a while.

Tan Jincheng sighed and said, "I don't know, but there are people there. The person who comes up is a businessman, not a traditional customer. How can we not know the virtues of the merchant?"

If it weren't for this unstable factor, would I sell it? I don't sell any stock.

7.4 billion US dollars, which is more than 50 billion RMB. Although the money is now a number for Tan Jincheng, this number is too large. Who can resist this set of numbers?

If you, a person who has no control in their family, hold such a huge amount of wealth, maybe this old man will feel unhappy.

"Oh, okay, then I'll go back and prepare now."

Cheng Linfeng also sighed. Although he felt that the boss was too sensitive, the boss was always very sensitive in the secondary market. Since the boss said he would definitely sell, he would definitely sell it. Even though Nvidia was reduced twice, he had been teased by investors.

Cheng Linfeng's look of a pity made Tan Jincheng laugh: "Don't think it's a pity. Don't you know that floating profits are just floating profits, and money in your pocket is considered money?"

"Look at this time when we acquired Meizu, wouldn't we have obtained such a large amount of funds through these two share reductions, so how smooth would it be?"

Cheng Linfeng thought about it, and laughed and said, "It's because I'm a little bit too small. Indeed, this money has to be taken into my pocket to be considered money. I understand what to do."

"Yes, we not only need to reduce the share reduction, but also have to find ways to sell it as fast as possible. Besides, after reducing, we have to get the money back or get it to another place."

(This chapter ends)