Chapter 355 is broken, we still have a new custom machine
The shabu-shabu is steaming.
With a few pairs of chopsticks, a few pieces of fat and thin mutton popped up with the soup.
After lightly dipping it in the sauce, Wen Liang put the meat into his mouth.
"In winter, it's not bad to have a meal once in a while." Shen Nanpeng said with a smile.
Wen Liang was too lazy to say anything.
When they were done eating and drinking, Zhang Sanshi said in a haphazard manner: "Is it almost over?"
Wen Liang answered ambiguously: "I guess it's just the beginning."
Then he passed the blame directly to the two of them without any tact: "With you two financial bosses around, things will always get complicated."
"The last time I came to Beijing was just to attend the new Weibo reorganization press conference, and to do some work on Bolang's social ecology. Before I could leave, Wei Luo came out to mess with Bolang... and now it's the same, daring to bully him to the extreme. We tried to counterattack by engaging in the declining mobile phone business, but the result was another mess."
Zhang Sanshi and Shen Nanpeng have long been accustomed to Wen Liang's scapegoating.
Shen Nanpeng continued in a casual tone: "I don't think the problem is big. Anyway, the current situation between your two families is bound to be entangled to the end. And with Mr. Wen's skill, you can handle it easily, and the market value of the past few days has evaporated. One billion Hong Kong dollars."
Zhang Sanshi put down his chopsticks and looked at Wen Liang: "We have no other intention of inviting you to dinner. Let's make peace. Although the conflict between your two families has become more acute, I still hope that you will not continue to expand it."
Wen Liang was not surprised: "There must be someone from Boss Liu's side coming over too."
Seeing Zhang Sanshi's acquiescence, Wen Liang went on to say: "Bolang Terminal's goal has not changed. It is to kick Wei Wei out of the mobile phone industry. I have no interest in expanding other things. As for Wei Wei's market value evaporating, it is a collateral loss and cannot be avoided. "
Zhang Sanshi asked a key question: "Can you cut through the mess quickly?"
"It won't take long, it will be over completely within half a month." Wen Liang replied, adding, "The total market value of the decline is less than 10 billion U.S. dollars, and the fluctuations are only a little. Our asset management companies have raised Not interested."
Zhang Sanshi: "..."
Shen Nanpeng: "..."
Can we still talk today?
A market worth tens of billions of dollars, Hong Kong stocks with no daily limit...
But if you think about it carefully, the fluctuations will indeed not be too big. There are not too many stocks in circulation that are declining. Oceanwide, Wailing Holdings, Director Yang’s personal holdings, employee stock ownership meetings, and business partners account for a large part, and the rest Not much.
Even if the market crashes, there won't be that many stocks to move for a while.
On the surface, Boss Liu does not hold shares in Weiluo Holdings alone. Boss Liu mainly affects more than 42.5% of the shares of Weiluo Holdings. The Chinese Academy of Sciences only accounts for 36% of the shares of Weiluo Holdings. He is just a seemingly single major shareholder. , the effect of layer upon layer dilution on wilting is not much.
However, Chairman Yang suddenly spent HKD 3.15 billion to buy 8% of the shares of Weihua the year before last, which at that time accounted for a total of 9.51% of Weihua's shares.
In addition to the stock market, how can we say other aspects? Things develop dynamically.
On the morning of the 17th today, the three major operators jointly arranged for the corresponding contract version of Xinghai 1 to be put on the shelves in the business hall, and it was sold out immediately.
At the same time, ZTE C1, which was also put on the shelves, was sold out in several business halls.
You must know that this is a low-end smartphone, and it is on a contract model. It is more expensive than the single expenditure required for normal purchases at other mobile phone stores, which is very unreasonable.
It really wasn’t arranged.
It is the initiative of consumers.
Therefore, everyone now thinks that Bolang may not only want to disappear its declining mobile phone business, but also want to smash the plate of customized mobile phones.
This is also the reason why declining stocks frequently fluctuate. The influence of public opinion news on listed companies can easily be amplified.
Wen Liang has no intention of promoting the reduction of the customized machine market through the influence of public opinion. He has always shown it openly and honestly.
I have no intention of writing any articles.
However, some people have long noticed that they want to make some fuss by taking advantage of the wind direction, making it seem as if Bolang is forced to do this and can only take advantage of the trend, which is very annoying.
The composition of these people is very complex.
Some are tampering a little because the declining market value and fluctuations have affected their interests.
Some do it because they want to reap the benefits.
The domestic mobile phone market is not small, with many players.
Some are apples.
Apple's hatred for Bolang Terminal is not small. It feels like "it has been playing hawk all my life, and the sparrows have pecked the eggs." Moreover, Bolang Terminal is now openly engaging in hunger marketing in overseas markets, which has a great impact on Apple's stock price.
.
As a result, Apple's management is facing great capital pressure.
Even if you are just pretending, you still have to hate it.
What's more, Apple really wants to directly crush the company Bolang Terminal through various methods, not Xinghai 1, and its actions in Yangcheng have never stopped.
As a result, things became strangely complicated and headache-inducing.
There are not many surprises for Wen Liang. The world made up of people is like this, and there will always be some "bizarre" twists and turns.
…………
In short, the current situation is very stormy, and there is indeed a lot of emotion in the market and industry.
At this moment, there are also some discussions in the group chat of mobile phone manufacturers established by the Mobile China Alliance.
This group chat was recently established and includes representatives from almost all mobile phone manufacturers active in the Chinese market, including representatives from Bolang Terminal, as well as representatives from the Chinese branches of companies such as Apple and Samsung.
Although there are almost no CEOs from each company, they are all candidates for key positions.
For example, Bolang Terminal is represented by Li Ze’s assistant.
What’s interesting is that both Lei Jun and Yu Dadong are in it themselves. Maybe they like Shuiqun?
A Coolpad: "The situation is not right."
A Tian said: "What's wrong? It's going to rain and my mother is getting married. What can we do? It's just to watch a show."
“It’s understandable that Xinghai 1 launched the contract version, but ZTE’s C1 and V1 mobile phones also adopted the contract version route, which is a bit confusing.”
"@ZTECD has some news to share."
"@雷君雷竞技Boss, you guys are well-informed, can you tell everyone what's going on?"
“@宇大东…”
"yes……"
Lei Jun was really excited: "I don't have any news here, but I have a simple opinion. The reshuffle of the mobile phone industry at home and abroad is about to enter a deep water period. Motorola closed its mobile phone business the year before last, and Nokia's market share dropped sharply last year.
With the strong rise of Lang terminals, the situation will only become more and more wrong. I think there will be no more than five manufacturers among us that can nourish and survive in the future. As for the customized machine market, Mr. Yu was very determined to cut the business line last year."
Yu Dadong: “I basically agree with Mr. Lei’s statement. The battle between Bolang Terminal and the declining mobile phone business may last for a long time, or it may end soon, but no matter what, the pattern of the domestic mobile phone industry will undergo major changes quickly or slowly.
, I would like to advise everyone that there is not much money to be made in the white-label machine market.”
Alliance Secretary: "Thank you @雷君 and thank you @元大东 for the two CEOs who spoke frankly. In fact, since the appearance of the unreasonable smartphone Xinghai 1, the domestic market pattern has begun to change. It just depends on whether everyone is willing to face it. .”
"@A Coolpad, your family is in a miserable state."
"Hahahaha, it's not bad to be able to gloat about others' misfortunes now."
"What can we do? We don't have the technical strength of Bolang Terminal and we don't have the brand power. I can earn a little bit."
"Bolang is a company that is unreasonably strong. It has quickly become a big brother in the social Internet field, directly changing the industry structure and forming a situation of one super and many strong ones. Since it announced that it is making mobile phones, it has not been calculated since the Star System appeared. Since then, in less than 4 months, a super-powerful situation has been formed. Is there some magic in his family?"
"Do you think there is a possibility that Bolang is willing to spend money even if he dares to do so?"
"..."
There are many members in this group chat formed by the Mobile China Alliance, and their emotions are naturally diverse.
Generally speaking, everyone knows that the industry structure has changed and will undergo major changes.
Down to the details, everyone has different worries.
Because Xinghai 1 is so unreasonable, Bolang Terminal has become an undoubted industry giant, and all movements will affect many manufacturers who only have "other" shares.
There is no way. Since the era of smartphones, domestic mobile phone brands have not shipped more than 10 million units of a single model in a single month, and there are not even models with more than 10 million units in the sales cycle.
Including custom machine!
A single model of a custom-made machine usually costs 3 million units to be exchanged.
As of the 15th the day before yesterday, Xinghai 1’s single-month online sales in the domestic market reached 15.5 million.
As of today, online sales have reached 16.5 million.
There are still 350,000 offline sales.
According to incomplete statistics, 1.39 million units have been sold in overseas markets.
This is such a terrifying and exaggerated sales figure.
Therefore, many mobile phone manufacturers are powerless. Most of them follow the small sorghum model. They find it difficult to escape the reshuffle.
The manufacturer that is least worried is Tianyu. They fell behind last year and now have completely given up on developing domestically and are focusing on the African market.
…………
wither
Of course, Director Yang will not personally interfere in any mobile phone China Alliance group chat.
After listening to the secretary's report, Director Yang was very calm. His mood was a bit like Schrödinger's, somewhere between anxious and excited.
Because in the past few days, he finally figured out the real goal of Bolang Terminal, which was to destroy the operator's customized machine business.
He came to the conclusion by thinking repeatedly, weighing things up and thinking carefully.
I don’t know how long earlier than the conjecture mentioned by the secretary in the mobile China Alliance group chat just now!
Therefore, he was very excited.
He feels that he has a much sharper vision than these industry bosses.
He is also a human being, and he still has these emotions.
As for the desperate situation, the secretary mentioned an important point just now. In addition to the 2 million low-end mobile phones that were returned from the open market, Weiluo also planned several new white-brand customized phones last year...
If Bolang really has a monstrous background and can destroy the customized machine market, that would be great!
So, after weighing the final balance, he called Boss Liu: "Boss, Bolang is probably trying to use public relations to get state-owned assets to put pressure on the three major operators to get rid of the white-label machine market. We have the opportunity to seize it." His tail!"
…………
…………
Friday the 18th.
Wen Liang visited China Mobile again at the invitation of Mr. Xi.
This time it's slightly different.
After the two parties exchanged simple greetings, they sat on opposite sides of the conference room and got down to business.
Dong Xi said a few words first, and then said bluntly: "Mr. Wen, we hope to expand the scope of cooperation for the mobile version of Xinghai 1."
"It's my pleasure." Wen Liang responded directly.
Next, Li Chu from China Mobile briefly talked about the benefits of TD, and then mentioned the demand: "...In this expanded cooperation, we hope to supply 5 million units before February 4."
Wen Liang showed surprise at the right time and looked puzzled: "This amount is a bit large, and time is very tight."
Li Chu quickly complimented: "We believe in Bolang, and we believe that Mr. Wen will definitely be able to find a solution. Let's get an additional 20% profit from this cooperation."
Wen Liang did not shirk: "Okay, we will find a way to solve it."
Then Wen Liang and Xi Dong signed a memorandum of cooperation.
The profit mentioned by Li Chu refers to the new profit space that exists in the contract machine. Because it includes the package and consumption requirements, it is usually more expensive than the original price, so there is more profit space.
But in fact, there is not much money. If you give up 20% more profit, it will only be 30% profit. 5 million units may be hundreds of millions at most.
And now the sales volume of Xinghai 1 is about to exceed 20 million units, and the gross profit has risen to about 30% of the selling price. The revenue gross profit in January was as high as more than 11.5 billion.
This does not include the dollars earned in overseas markets, which are very expensive. The average selling price of a single mobile phone is about 5,400 yuan converted into RMB. 1.39 million units have a huge revenue of 7.5 billion yuan, but the gross profit has not been calculated for the time being.
The international market is a bit more complicated.
Don't ask why gross profit is so high.
The question is about having its own supply chain, the question is about the open secret of the parts supply chain industry, and the question is about the cheaper it gets in the future.
In the famous starvation marketing where cost-effectiveness prevails, in addition to the size problem in foundries and insufficient capital, there is another important point, which is that time granularity can be exchanged for profits.
The Mi series barely made any money in the early days, but after several rounds of hunger marketing, the final net profit was at most 13% of the selling price.
In short...you can still make a little bit of money by making mobile phones.
The reason why Wen Liang wholeheartedly agreed to the exaggerated demand order put forward by Down Mobile was because he had already made some preparations.
As of the early morning of the 17th, the total number of Xinghai mobile phones actually produced was 21.44 million units, and the total backlog of inventory in domestic and foreign markets was as high as 3.2 million units.
Of course, if it weren't for the booming sales, Bolang Terminal really wouldn't be so wealthy as to be able to hold down six to seven billion worth of inventory.
Not really any pressure.
It's very simple. Even if you temporarily allocate the VAT payable, it can be offset. After all, the VAT on sales of goods is paid on a monthly basis, not on a daily basis, and the income of Bolang Terminal is immediate.
Among the 3.2 million units in inventory in the early morning of the 17th, the remaining inventory allocated to overseas markets was 800,000 units, and the stock of the popular version was only 600,000 units.
There are 1.8 million units of the TD-SCDMA version of Xinghai 1!
This is a gentle appetite.
It’s just that he underestimated China Mobile’s determination to fill the hole of that terrible 3G. He actually wanted to ship 5 million units of the mobile version a year ago, during the last golden sales cycle when Star Ocean 1 was still at its peak! -
