Chapter 363 Miracle of New Mountain
Despair is a very common emotion.
It is normal for pessimists to have similar emotions when they encounter setbacks. In the field of public opinion, some people with ulterior motives often deliberately create similar emotions. There is no lack of propaganda on neon social media. Guo Guo then belittled the hopeless bloggers of Neon Society.
But Imamura was different. The well-informed Imamura rarely had similar emotions. In his three years as a classmate, Iwasaki had almost never seen the other party be so depressed.
On the contrary, Iwasaki felt that he was not so desperate.
Whether it is a space station or a large recyclable rocket, there is no way to catch up.
Even after just listening to how NASA has used cultivation to cultivate a great company like SpaceX for more than ten years, Iwasaki felt that NASA can do it, and JAXA can do it too.
Although JAXA's budget is only one-twenty-fifth of NASA's, firstly, this budget can be increased, and secondly, because what they need to do is not original work, they just need to follow the footsteps of SpaceX That’s it.
“You are right, technology itself is not an incomprehensible technology,”
Neon can still enjoy the dividends of the global supply chain. If we really put in a certain amount of effort, It is even possible to buy Merlin engines from SpaceX.
It is not impossible to buy the engine technology itself, just like Guangjia Aerospace bought the Vulcan engine technology from Safran Group.
But what we really lack is a market. We don’t have a market that is big enough to support companies like SpaceX.
Musk can rely on Amerikan's global influence to create demand for Starlink. He himself has created a market worth hundreds of billions of dollars for SpaceX, which can help SpaceX survive.
Guangjia Aerospace relies on the needs of Chinese automobile companies in intelligent driving and helps these automobile companies build small optical networks.
If JAXA wants to cultivate a commercial aerospace company with enough weight, where will it find the market?
Even the purchase orders at the government level of various countries have been taken over by SpaceX and Guangjia Aerospace. In the past few years, our country's H3 model rocket was able to get launch orders from Saudi Arabia, although it was only a negligible amount, but now?
In the past three years, the H3, which was finally successfully developed, has never received an order.
Three years ago I looked at the number of rocket launches. Neon’s rocket launches were only a pitiful 2 times, but now this number has become 0. Even JAXA itself no longer launches rockets.
Originally, I had hoped that companies like Toyota would invest in Neon's commercial aerospace agency out of global strategic considerations and the need to intensively launch satellites to improve their autonomous driving technology.
Toyota has chosen to cooperate with SpaceX. Even if Toyota is like this, there is no market for Neon anymore, and there is no such soil for Neon.
We didn’t catch up in the Internet era, and we didn’t catch up in the mobile Internet era. Now it seems that we don’t have many opportunities in the fields of aerospace and artificial intelligence. This is the tragedy of Neon. We obviously have reserves of funds, talents and technology. All are sufficient, but there is no way to catch up with the wave of new industries. ”
Imamura felt that maybe this was the fate of neon.
He never believed what the media promoted, that China had a huge domestic market so it could compete in every wave of new industries. Keep up, the market size of Neon Enterprises has never been smaller than that of China. Neon Enterprises can sell products to Amerikan and China at the same time, while China's new industries cannot sell products to Amerikan.
< br>This rhetoric is simply the media making excuses for Neon, instead of facing the problems faced by Neon.
After hearing this, Iwasaki felt a little depressed: "This is the current situation Neon is facing.
Imamura, if we do a survey among grades and ask them whether they want to join Neon’s entrepreneurial company and engage in research on recyclable rockets, or join SpaceX or Light Armor Aerospace.
I think 90% of people will choose to join SpaceX or Light Armor Aerospace instead of starting a business. Neon inherently lacks the adventurous spirit of entrepreneurship. "
Imamura was silent for a while, "This is a structural problem. It is too difficult to discuss this issue clearly in a few words. In short, in the field of commercial aerospace, because the market is dominated by SpaceX and Light Armor Aerospace, Neon has no future. ”
Similar discussions not only occur in Neon, but also more widely among all people who are interested in aerospace and aerospace practitioners.
The mentality of Neon people still includes Hehua With the mentality of competition between countries, the aerospace practitioners in Southeast Asia really regard the light armor aerospace as their pride
After all, SpaceX still only recruits people from home countries, and it is really possible for their next generation to pass the exam and enter the light armor aerospace industry.
“I really envy my younger brother. He took the college entrance examination only one year later than me and has the opportunity to participate in the joint aerospace talent training examination held by China.”
“For us, It is not difficult to study in China after graduating from university, and the consumption in China is relatively low among all countries. "
In the past, we had to rely on high scholarships to attract international students. Compared with the poor quality, China is now the first choice for Southeast Asian college students to study abroad.
The core is cost-effectiveness. In terms of cost, it is much more cost-effective than Europe and the United States. Moreover, China's science and engineering education is no less recognized than that of developed countries in Europe and the United States after they return to China.
After all, Chinese capital is investing heavily in these countries, and it is more common for Chinese companies to build factories in Southeast Asia.
“No, this is different. When we go to China to study and return to China, what we learn is the same, but it is difficult to stay.
Like when we go to China to study the aerospace industry, Will China's commercial aerospace companies let us stay?
If my brother and his friends can pass China's official aerospace talent joint training exam and enter to study there, they can stay after graduation. .
These are completely different things.”
Many black dragons want to stay in China, but they can't find a suitable job. China is not a country of immigrants. It has no way to provide corresponding jobs. Schools can provide scholarships and provide luxurious accommodation, but it is impossible to let companies Let’s recruit these international students.
What's more, China itself also wants to recruit international students and let them have a good impression of China, so that after they return to China, they will play a positive role in promoting people-to-people exchanges between China and the country where they are located. .
There is no expectation that these foreign students will stay, so not only will it not provide convenience for them to stay and work, but it will also provide obstacles.
"Although I say that, if you stay in China to work, other than going to Guangjia Aerospace, it may not be as good as returning to Vietnam."
"How is it possible, Hua China’s commercial aerospace market has a market size of hundreds of billions or even trillions of dong, while ours only has a market size of one trillion at most. This gap is so big that even the development of the simplest recyclable rocket cannot be achieved.”
Compared with Neon, which still wants to develop the aerospace industry, Vietnam has chosen to lie flat and cannot compare with the other side no matter what it does. It is better to develop supporting industries and integrate into China's aerospace industry chain. Since China sent people to Southeast Asia in the second half of last year and roughly discussed that part of the aerospace industry will be handed over to companies in these countries in the future, countries that originally had the idea of self-research have given up on self-research. .
As soon as the framework cooperation agreement was signed, Vietnam handed over a large number of satellite launch orders to Guangjia Aerospace.
Not only Vietnam does this, but also other small countries whose national strength is not as good as Vietnam's.
So in this context, the people of Southeast Asia are sincerely proud of the success of the Guangjia Hao.
The Vietnamese version of the introduction video about Guangjiahao on YouTube has as many likes and plays as the Chinese version.
This is especially true in Malaysia.
In the past three years, Malaysia has been the absolute economic engine of the entire Southeast Asia, and because of Alpha Technology's presence in Johor Bahru, Johor Bahru's economic growth and development has even surpassed that of Kuala Lumpur.
Although among backpackers, when it comes to Malaysia, Kuala Lumpur is still the first choice, followed by Penang, then Semporna, and finally Johor Bahru.
I even said that if you go from Kuala Lumpur to Singapore, you can go to Johor Bahru if you have more time.
But in the eyes of investors, Johor Bahru is definitely the first choice for industrial investment in Southeast Asia and the first choice for manufacturing relocation.
The large and small industrial parks in Johor Bahru are almost filled with manufacturing capacity relocated from China.
Alfa Technology is the well-deserved uncrowned king of Johor Bahru. On the surface, it has taken refuge with Princess Amina, the daughter of the head of state of Malaysia. Under the poker table, there are capital from Amerikan, China and the Lion City, and its development The potential is so great that capital from Wall Street took the initiative to help Alpha Technology fend off pressure from Washington.
Washington hopes that Alpha Technology can eliminate China Capital and become a company in which Americen Capital holds more than 75% of the shares, that is, Samsung.
America hopes that Alpha Technology will become Samsung, rather than a local company that wants to have both sides.
"Mr. Oraz, does Alpha Technology really not consider exporting your artificial intelligence factory management system to Europe?
We are very sincere. In addition to the fixed technology licensing fee, Adidas is willing to pay dividends.
For factories that use your company's artificial intelligence factory management system, Alpha Technology can take a commission from the sales.
This is not a one-time business, but a slow and steady business. ”
The fully intelligent project built by Adidas in Johor Bahru has, in a sense, helped Adidas get back on track.
For a long time in the past, Adidas faced a decline in performance every quarter. The entire process lasted for 12 quarters, and its market value evaporated by more than 200 billion yuan, facing an unprecedented dilemma.
Almost all aspects have suffered setbacks, whether it is production costs, supply chain management or the design of the product itself. A single problem is not fatal, but with so many problems added together, even a giant like Adidas will be injured.
Adidas chose to cooperate with Alpha Technology and built a smart factory in Johor Bahru that started operating at full capacity almost as soon as it was delivered and put into production. The use of Hornbill's sales channels became a rare bright spot in Adidas' financial report.
So much so that the German media described the Johor Bahru factory as being as important to Adidas as the Shenhai Gigafactory is to Tesla. The average turnover days of goods at the Johor Bahru plant is only 7 days. It’s hard to imagine that this is the depreciation days of a sports brand. After hearing this, experts will think that the turnover days of fresh produce in supermarkets are only this.
The average cargo turnover days for Adidas is 149 days.
This terrifying number is also an important reason why Alpha Technology attracts global manufacturers to flock to it.
Capital is profit-seeking.
E-commerce is nothing new. Whether it is the global Amazon and eBay or the unique Taobao, JD.com, and Pinduoduo in Laos and China, these e-commerce platforms have proven their terrifying ability to carry goods.
Hornbill just proved this again with the help of new technology.
The front-end Hornbill is responsible for sales, and the back-end Alpha artificial intelligence factory management system is responsible for production control. This gameplay is just a more advanced shein.
But the effect it produces is far greater than traditional gameplay, and artificial intelligence technology has exploded into unprecedented efficiency.
Therefore, Adidas is not willing to accept that the miracle of cargo turnover rate of only 7 days can only exist in Southeast Asia. They hope to replicate this miracle all over the world.
Even if the turnover rate will increase as production increases, they are fed up with the current cargo turnover rate of up to half a year.
The simple truth is that any clothing brand product will depreciate rapidly over time. What companies need to do is to reduce the inventory of goods as much as possible.
In the past, we have always been faced with the game between the speed of commodity depreciation and the speed of currency appreciation. What companies need to do is to make the net profit generated by the business exceed the interest rate.
In the sporting goods industry, when the turnover of the entire supply chain reaches about 30 weeks, the shoes depreciate by 10%, that is, they are sold at a 10% discount; when the turnover days are about 55 weeks, the depreciation reaches 30%, and the shoes can only be sold at a 30% discount. .
Using the simplest figures, if Adidas can reduce the turnover days of all products to less than one month, instead of 7 days, it only takes 1 month, then Adidas' profits will increase by at least 70%.
Similarly, Adidas is very clear that Hornbill cannot go out of Southeast Asia, but they can cooperate with Microsoft and Tencent outside Southeast Asia, but they still have to rely on Alpha Technology on the back end.
Because whether it is Ansbach in Deutschland or Atlanta in Amerikan, there are Adidas automated factories. No matter how their engineers optimize the internal management system, production methods and front-end and back-end interaction, they cannot achieve Alpha This controls the level of detail.
Not only Adidas couldn't do it, but after many other multinational giants came to Johor Bahru to build factories, they all wanted to replicate the Johor Bahru miracle in their factories elsewhere, but no one did it.
Not even Chinese companies.
So Adidas is eager to replicate this artificial intelligence factory management system around the world.
(End of this chapter)