Chapter 214 [Building a car but not making money by selling a car (46/93)]
Hua Wei suddenly came out without saying a word and became the most handsome guy in the room, taking away the elegance of all the car manufacturers, so much so that he invested in Weilai. The ideal founder of Magnesium Group couldn't do something weird.
Taunting Huawei's deception ability is on par with Tesla's.
The subtext is: You are joining us as a technical player in the territory of our capital players. Do you want to learn to cheat with us?
In fact, behind this is a deep fear of Hua Wei.
Technology is the natural enemy of capital. Top capital players all know this. Of course, the founders of Magnesium Group also know this very well. Their business intuition is also very clear about this rule.
So fear.
And no one is more worried than those who have built cars, because when it comes to the history and experience of "making cars", the founders of Magnesium Group definitely have more experience than Hua Hua for a long time. They also know what cars they have built in the past better than anyone else.
You know, you know better than anyone how to "fool" people into buying a car.
Lu Ming, who sits in the chief position of the board of directors, laughed and said: "As a rule, technology is the natural enemy of capital. Breakthroughs in technology can cause the moat built by capital to fall apart overnight; conversely, capital is the obstacle to technology and the favorite of capital.
What is it? Is it profit?”
Su Xiaoman, who was present at the meeting, said succinctly and clearly: "It's monopoly profit!"
Lu Ming suddenly snapped his fingers and nodded: "Yes, the ultimate pursuit of capital must be monopoly profits, and monopoly is the biggest obstacle to technological breakthroughs. Intel's current monopoly pattern in the chip market has changed from the former dragon-slaying boy to the
After defeating the evil dragon, the performance will be improved by "up to 5%" forever. I am as reluctant to squeeze out toothpaste for fear of squeezing too much. Why? Because monopoly is comfortable and easy to make money, so why do you work so hard?"
Everyone couldn't help but smile lowly when they saw the chairman's lively words.
After saying that, Lu Ming laughed for a moment, looked around the crowd and said: "Since the beginning of 2016, Tiansheng QDIE has been gradually buying and increasing its holdings of AMD stocks until it is close to the 5% quotation line. Why?"
Independent director Lu Xinyue said: "Since Intel has become the new dragon, does Mr. Lu invest in AMD in the hope that AMD will become the new dragon-slaying boy?"
Speaking of which, AMD’s stock price has risen in the past year. Among the securities types currently invested by Tiansheng Capital overseas, the average cost of holding AMD stocks is only about US$2.218, and AMD’s current stock price has exceeded the US$10 price level, which is already floating.
Profit +350%.
In three years, AMD's stock price will soar to close to US$100, which is equivalent to 40 times its expected earnings. This is if Lu Ming does not do T.
The trade dispute next year and the US stock market meltdown due to the epidemic in three years will cause two huge fluctuations in the capital market. Lu Ming only needs to make two annual-level big Ts to reduce the cost to less than 1 US dollar, and then
Backhand short selling will also eat up the short profit. With the funds invested in AMD stock, making a profit of more than 150 times is as easy as drinking water.
At this time, Lu Ming smiled and said: "Consumers have been bitter toothpaste manufacturers for a long time. I heard that in the processor market recently, it is popular to say AMD, YES!"
Lu Ming doesn't care whether AMD, which has been used as a tool by Intel but RBQ and tool man for many years, will eventually turn around and bring down Intel. Lu Ming doesn't care whether it will eventually become a new evil dragon.
Ming doesn't care either.
Lu Ming only cares about how much profit he can make from AMD, after all, capital matters.
"We're going too far, let's go back to the issue of new energy vehicles." Lu Ming looked around the crowd and said, "So, Huawei has been quietly working on technology for five years since 2012. I am the capital, and Huawei is the technology.
, it is basically impossible for me, Tiansheng, to invest in Huawei and become the major shareholder of Huawei. Do you think I can not panic? If we don’t find a solution to this problem, if I make a heavy bet and enter the new energy vehicle industry, then
I can’t sleep well at night.”
As soon as he finished speaking, Ge Feng said with a smile: "Up to this point in the meeting, I guess the chairman has a plan for saying so much."
Everyone looked at BOSS, and after a while Lu Ming laughed and said: "It's true that Hua Wei is not short of money and is very rich. Unfortunately, on the issue of money, I, Tian Sheng, can loudly say in front of Hua Wei that I am richer than you.
"
Tiansheng Capital, as an asset management institution and investment company, deals with money. It currently manages nearly 2 trillion yuan in assets and 300 billion yuan in liquidity. If necessary, it can sell stocks at any time to realize liquidity and increase liquidity.
.
Regardless of whether it is Tiansheng Capital's own money or the money of LPs, Lu Ming has the absolute power to mobilize these 2 trillion assets wherever he wants to fight for capital with Tiansheng Capital. He must use his shortcomings to attack
With their strengths, they would definitely not be able to compete with Tiansheng in terms of capital and wealth.
Lu Ming said: "Since the natural enemy of capital is technology, we will actively embrace technological changes and burn technology. No matter how much money we spend on technology, we burn three times as much."
The chairman said this, but everyone knows that Tiansheng definitely did not go out to engage in technology himself. Tiansheng does not have the gene for technology, but Tiansheng obviously has a technical mind. This is the way to solve the problem.
Tiansheng can use the genetic advantages of its own capital to invest, support the incubation technology of relevant scientific and technological innovation companies, and provide strong capital backing for scientific and technological innovation companies.
This is what the chairman means by burning technology. Everyone also understands why the chairman's meeting was described as "making a big bet" and "spending no expense" at the beginning of the chairman's meeting. Burning technology means absolutely betting big and not sparing any money.
Lu Ming looked around the crowd and said: "This is our 'spare tire plan' for the new energy vehicle industry. We must spend money regardless of the cost and cannot fall short. At the same time, we must actively contact Hua Wei. Everyone will be happy to cooperate. If
It would be better if Huawei could accept Tiansheng's investment, but with Huawei's shareholding structure, I don't expect investment, so I'll just try my best."
If Huawei had received capital, it wouldn't have had to wait until now. It would have been listed long ago, so Lu Ming really didn't have much hope that Tiansheng Capital could become a shareholder of Huawei.
No one present knew one thing better than Lu Ming, who had the foresight. Huawei's smart cars would have a greater impact on the industry structure than Huawei's mobile phones would have on the global smartphone market.
Right now, Huawei Mobile Phones has begun to exert its efforts, and its impact on the entire industry is already obvious, and will be even more clearly visible in the next two years.
If you want to be a big player in the new energy vehicle market, you have to pay attention to the opponent Huawei. In Lu Ming's eyes, except for the opponent Huawei, all others are just fluff. In the long run, Tesla will have to be ranked behind.
The best situation is to cooperate with Huawei. A strong alliance is definitely the best situation, but the best situation often does not happen. Therefore, what Lu Ming is really preparing for is that the future industry structure will become a capital-led "Tianjin".
"Sheng system" and the "Hua system" dominated by the technical school, plus the miscellaneous things that can be ignored and can only be included in the "Other" option.
The two sides are each other's biggest competitors, and there is cooperation in the competition. It is a kind of conscience competition, but this requires the leaders of both sides to have a big picture and a broad vision.
Lu Ming believes that Mr. Ren must have a big plan, and Lu Ming himself also has a plan. The most perfect ending is when the "Tiansheng system" and the "Huawei system" are in full swing, and then Elon Musk's
Tesla doesn't know what's missing.
At the board meeting, Lu Ming, who was sitting in the chief position, looked around the crowd and said: "As for the positioning of new energy vehicles, I don't treat them as cars at all, but as large mobile intelligent terminals. In the future, the new energy vehicles themselves will continue to
With the price reduction, we don’t make money from selling cars. Maybe in the future we will even give cars to consumers at almost cabbage prices. How can we make money? Make money from mobile terminals, make money from big data, the wool is in the dog’s eyes!”
All the directors attending the meeting were slightly stunned for a moment. Ge Feng came to his senses and couldn't help but said: "Chairman, this model is not that of the Internet or that of smartphones?"
Lu Ming smiled and said: "That's why I said, I won't even look at the so-called 'new car-making forces' now. After the tide recedes, they will all be naked, and only those with strong technical foundations will
Huawei is the real potential competitor in the future. If we ignore Huawei's layout in this industry, we will most likely face unbearable failure. This is no joke."
…
(Ps: Did you see it? I want this thing...→monthly ticket)
