Chapter 213 [Betting on new energy, move the real thing, make a big bet! 】
Tiansheng Headquarters, Board of Directors.
"This morning's meeting will discuss one thing, the new energy vehicle industry ecosystem. I plan to bet heavily on this industry at all costs. What do you directors think?" Lu Ming looked around at the other 10 directors attending the meeting, especially the two
independent directors.
Tiansheng Capital currently has 11 board members. Lu Ming is the chairman of the board of directors, also known as the chairman.
Five of the other 10 directors were nominated by Lu Ming using more than half of the director nomination rights. In this way, plus his own 1 vote, it is 6 votes. Therefore, the board of directors' proposal vote is 6>5 and it will definitely pass, which means that the board of directors has absolute influence.
The five directors nominated are Su Xiaoman, Yao Yun, Ge Feng, Zhu Hong, Chang Rui and Gao Hua.
The other five board members are Duan Zhengjie, Yu Tingnan and Xue Zhongming, who represent the interests of institutional shareholders, and two independent directors, He Jianfei and Lu Xinyue.
In terms of gender, the board members of Tiansheng Capital are definitely women, including Su Xiaoman, Yao Jun, Yu Tingnan and Lu Xinyue.
He Jianfei, an independent director who attended the meeting, was the first to express his opinion, saying: "The prospect of new energy vehicles is still a cliché. It has been hyped for so many years, with ups and downs, and has always been questioned as hype, but it cannot be denied that it has always been a trend-setter at the forefront of the market. That's what it is.
The prospect is full of alluring expectations. In the next three to five years, the market will be dominated by hyped-up expectations. It will be very difficult to actually spend money to build a car."
Director Yu Tingnan said: "In the field of new energy vehicles, in addition to BYD, there have also been many 'new car-making forces' players in recent years. Especially since Tesla disclosed its patented technology in 2014, new car-making forces have emerged.
They are swarming in. Weilai, Chehejia (Ideal), Xiaopeng and other brands invested by the founder of Magnesium Group have been around for two or three years and have not yet been listed. Does Mr. Lu plan to get deeply involved in these companies? "
Speaking of which, since major global stock markets bottomed out early last year, Tiansheng Capital’s QDIE also bought 6 million Tesla shares.
From the words the chairman used to describe it, such as "making a big bet" and "no matter the cost," the directors attending the meeting knew that this time the chairman was going to make a big deal in building cars.
Yao Yun, who sits on the board of directors, basically lives a quiet life as a beautiful woman. She was nominated by Lu Ming to sit on the board of directors. She basically chooses to remain silent on major investment decisions on the board of directors, and the voting is also done behind closed doors.
His eyes followed Lu Ming.
She is not professionally qualified, legal issues are her specialty, but this is enough to qualify her to sit on the board of directors. As a large asset management and investment group, Tiansheng Capital will always be the top priority of the company.
Heavy duty is one of the absolute core departments.
Currently, Tiansheng’s legal team is second only to the investment research and analysis department in employee size.
At this time, Lu Ming shook his head and said: "The existing car-making forces are not part of my plan this time. I just need to buy some of their stocks in the secondary market for arbitrage, and just become a major shareholder and participate deeply. In the future, they may be our
Competitors with core interests.”
Everyone was confused, and Ge Feng couldn't help but say: "The chairman means to support new car manufacturers, but he is far behind."
Yu Tingnan asked Ge Feng: "Aren't those new forces falling behind now?"
Ge Feng was speechless.
You must know that the foreign Tesla company, the leading new energy vehicle brand, was established in 2003, and domestic BYD is also an old player. Even the so-called "new car-making forces", Wei
Lai, Xiaopeng, etc. have all been established for two or three years, and there are also musicians who have been in trouble recently.
With so many players, the new energy vehicle industry is indeed hot. In three to five years, this industry will be even more popular. Rebus and Sister Dong have all joined this field. The competition is as fierce as the current smartphone industry.
The big guys flocked in.
"It's precisely because we got on the bus late that we had to make a big bet at all costs." Lu Ming smiled faintly and said: "The new energy vehicle industry is now highly touted, and big names from all walks of life want to play. Nowadays, car manufacturing
The industry structure is a mess of words. Traditional cars and new energy cars are a bit like the Spring and Autumn and Warring States era. My prediction is that within three to five years, capital will fully sound the clarion call to enter the new energy vehicle market. Then will the real
The Spring and Autumn Period and the Warring States Period."
"What is the current situation of the new energy vehicle industry? Tesla, the Western hegemon, continues to lead the way by relying on its qualifications, technology and industry prestige. Capital has also begun to burn money to support various new car-making forces, while the confused third
In the third echelon, traditional car companies are looking around and don’t know where to stand.”
"But what I'm really afraid of is not the domestic BYD, nor Weilai, nor those so-called 'new car-making forces' players like Xiaopeng, or even Tesla." Lu Ming paused for a moment and looked around at everyone.
The board member who attended the meeting finally added: "What I'm afraid of is Hua Wei!"
"Hua Wei?"
Ge Feng and other directors attending the meeting all blurted out surprisingly unanimously. Everyone was very puzzled. It was so unexpected. They couldn't understand why the chairman would involve Hua Wei, a communications giant with nothing to do, and said he was afraid.
I really can’t figure out why I should be afraid of a communications giant and a smartphone giant.
Hua Wei doesn't build cars.
Naturally, Lu Ming would not tell the directors present that he had the ability to foresight and planned to make a big bet in the field of new energy vehicles. He would definitely not be able to deal with the strength of these "dark horses" who came out halfway.
Don't pay attention to it.
After all, starting from next year, Huawei will single-handedly "harden" the entire Western world. No matter it is Western technology, capital or even Western state institutions, they dare not boast in the face of Huawei's strong technology accumulation.
It is said that you can win completely, you will win, you will win long-term.
"Don't underestimate it. Huawei has already laid out plans for smart cars and smart homes five years ago. This is much better than the new domestic car-making forces that rely on Tesla's technology patents to enter the market publicly. Although
It seems to be a fringe technology that has not entered the core of Huawei." Lu Ming said.
After a moment of pause, Lu Ming looked around at the crowd and said with a casual smile: "It seems that the success of Magnesium Group and the lightning rise of Pinduoduo have convinced them, including the capital market, of a phenomenon:
This is an era in which ‘capital’ holds down technology to overcome friction.”
Lu Ming continued: "The current so-called 'new car-building forces' players are just capital's way of playing. To achieve the so-called success in their 'car-building', they must follow the so-called capital market's way of playing."
: Burn money, keep burning money, keep burning money, until the other forces are burned into confusion and cry out, so they succeed, but their money is definitely not spent on technology, low."
Lu Ming spread his hands and said: "The so-called technologies of the players now are all pieced together. No one is much better than anyone else. Everyone knows it, including Tesla."
Lu Ming paused for a moment and then continued: "What is Tiansheng? It's capital! But compared with other capital outside, their structure is small. I don't want to play with them. Why do I say I'm afraid of Hua Wei? Hua Wei?
"We are really skilled. We are really engaged in technology. Do you think you are afraid of it? You are so rich and you are so crazy about technology for free. Even the people of this country are afraid of this kind of thing."
"I, Tiansheng, can't invest in Huawei. They don't need to exploit your capital market at all. They have this confidence. Why can I not panic if I want to invest heavily in new energy vehicles? I am capital, and I know very well that capital is the biggest
Your natural enemy is technology!”
Having said this, all the directors present at the meeting looked at the chairman. Lu Ming immediately leaned back against the chairman's chair and said calmly and seriously: "From the industrial revolution to the information revolution, several times
With huge technological changes, one can easily draw the conclusion that technology has pushed capital to the ground and rubbed it like crazy, leaving it powerless to withstand it. Kodak and Nokia can clearly be seen."
Lu Ming knew that if he had not intervened in the new energy vehicle industry, three to five years later, those so-called "rookies" would still be bragging and deceiving with the power of capital. When the cars were all on PPT, Huawei would not say a word.
It had been dormant in silence for ten years, so that it was ignored by everyone. Then it suddenly came up with a big move and exploded, and the players in the entire car building circle were stunned.
Three or five years later, Rebus just made a bold statement about risking everything to build a car. Huawei backhand actually launched a smart car using Huawei technology and went directly to the store. It was not a PPT, but a real car.
It’s just confusing, but it’s also extremely embarrassing.
Three to five years later, Huawei has accumulated a strong technical background and is about to enter an industry. If the original players in that industry say that their three legs are not trembling, they are definitely fake and pretending to be calm.
