Chapter 216 [Tiansheng Department of New Energy Friends Circle]
"I've said everything that needs to be said. The strategic layout plan for the new energy vehicle industry is roughly like this. Let's vote on the proposal. Raise your hands if you agree with the plan."
At the board meeting, Lu Ming was the first to raise his hand after speaking and looked around at everyone, especially at the two independent directors who were directors of the three external institutional shareholders.
There are 11 board members in total, and each person has one vote, so there is no one-vote veto power. This is only valid at the shareholders' meeting. Lu Ming is the chairman of the board of directors and has one vote. As long as a majority of 6 votes agree, the proposal can be passed.
Basically, it is just a process, because there are 5 people on the board of directors who were nominated by Lu Ming, but the process still needs to be gone through.
"agree!"
"agree!"
"agree!"
Gao Hua, Ge Feng and other five directors nominated by Lu Ming to the board of directors undoubtedly agreed. With Lu Ming's 1 vote, the board of directors' proposal was approved by the majority.
"agree!"
"agree!"
Lu Xinyue, Yu Tingnan, He Jianfei and other five directors also agreed to adopt the proposal of strategic layout of new energy vehicles. Anyway, the proposal will definitely be passed in the end, and everyone agreed with Lu Ming's explanation for so long, and the logical thinking is clear.
It's very clear that it feels a bit lavish, the game is big, and the layout is a bit big.
And I am equally excited. If the story of new energy vehicles is really successful, that would be incredible. The trillion-level market makes me excited just thinking about it.
The general meeting of shareholders is basically held once a year. The real decision-making body is the board of directors. In theory, the board of directors can be held every day.
After the strategic layout of new energy vehicles was confirmed, the board of directors adjourned the meeting. Lu Ming also returned to his office, and Gao Hua, who took over the responsibility for new energy vehicles, also followed.
In the office, Lu Ming went straight to his desk. There was a rolled-up blueprint paper on the desktop. He picked it up and brought it to the sofa in the rest area and placed it on the glass table.
"Lao Gao, help me!"
Gao Hua immediately held the two corners of the blueprint with his hands. The roll of blueprint paper was immediately spread out on the table. Lu Ming picked up a few cups and placed them on the corners of the blueprint to fix them.
"Chairman, this is..." Gao Hua suddenly became interested when he looked at this roll of drawings. This is an industrial chain diagram of new energy vehicles.
Lu Ming sat on the sofa, crossed his legs and looked at the picture on the table and said with a smile: "This is the story of new energy vehicles that Tiansheng wants to tell. Lao Gao, your next task is to take the company on this picture.
We will win everything we have not won, and Tiansheng will strategically invest in these companies and become the major shareholders of these companies."
Some of the dozens of companies listed on this blueprint have already been listed, some have not yet been listed, some Tiansheng Capital has invested in, and some have not yet invested.
The major companies in the blueprint cover the entire industry chain of the new energy vehicle industry. All major companies are companies in the industry chain's subdivisions. What Gao Hua doesn't know is that these will all become subdivisions of the industry chain in the future.
of leading companies.
Simply put, the new energy vehicle industry chain is mainly divided into three links: upstream, middle and downstream.
The upstream industry is mainly raw material suppliers represented by lithium, cobalt, nickel, graphite and rare earths;
The midstream industry chain is mainly suppliers of lithium batteries, motors, electronic controls and other components. The most important lithium battery industry chain is further subdivided into electrolyte, positive and negative electrode materials, separators, structural parts, battery assembly, etc.
field;
The downstream industries are mainly manufacturers and operators of complete vehicles and charging piles.
Gao Hua looked at the companies in the major sub-sectors of new energy vehicles on the blueprint and said involuntarily: "Now there is a lot of work!"
Lu Ming said with a smile: "Take these companies and tie them on the same chariot to form the new energy lineup of the 'Tiansheng Series'. These companies are carefully selected and will become their respective segments in the future."
With the potential to be the industry leader, Tiansheng Capital’s strategic ecological story of new energy vehicles begins with dealing with these companies!”
Gao Hua looked at the drawings and said to himself: "I understand what the chairman explained. Tiansheng told this story that he did everything and did nothing..."
What we say is because Tiansheng Capital invests in the entire industry chain and becomes their major shareholder. Of course, Lu Ming has recruited leading companies in subdivided industries. They are either already leaders now or will grow into leaders in the future. Circle of Friends
They are all "dragons", and junk people are not qualified to enter the "Tian Sheng Group" circle of friends. The purpose of their existence is to avoid antitrust.
The reason for saying nothing is because Tiansheng Capital makes strategic investments and becomes their major shareholder but will not reorganize the company's management and provide them with the most stable financing channels in the capital market. This pattern of "doing nothing" seems to be
Tiansheng does not interfere with their operations. In fact, there is a larger invisible force that restrains them.
It's like Lu Ming directly drew a circle, which is the circle of Tiansheng Department. The largest potential customers of companies in major industry segments are in this circle.
Of course, Lu Ming also has a guarantee. Strategic investment is not financial investment. To become a major shareholder, you need to obtain more than 34% of the equity, because the above companies will basically be listed on Big A in the future, and they will all have the same shares and the same rights.
Obtaining 34% of the equity means having a veto power, not seeking control of the board of directors, having a veto power to vote on major matters, and being constrained by the invisible power of the entire ecosystem.
Totally enough!
This is the new energy vehicle industry version of the international semiconductor industry chain model. Through capital means integration, all the upstream, middle and lower reaches are connected, and a "Tiansheng system" new energy vehicle closed-loop ecosystem can be formed.
At this moment, Gao Hua is looking at the companies on the blueprint that belong to various subdivisions of the upstream, midstream and downstream industries. They are all leading companies now or in the future.
An's Co., Ltd.: There is a lithium mine, and if you have a mine, you are a powerful person, not to mention it is my father-in-law's company, so take care of it;
Ganfeng Lithium Industry: a leading producer of lithium compounds and lithium metal, and the third largest lithium industry leader in the world;
Yiwei Lithium Energy: the third largest lithium source in the world and the first in China;
Tianqi Lithium: An industry leader with the world's highest quality lithium mines and salt lakes;
Hanrui Cobalt: the domestic leader in cobalt powder;
Fangda Carbon: the domestic leader in graphene electrodes;
Tianchi Materials: Domestic electrolyte leader;
Zhongguo Baoan: the leader in domestic battery positive and negative electrode materials;
Dansheng Technology: the domestic leader in lithium battery cathode materials;
Putilai: the domestic leader in lithium battery anode materials;
Defang Nano: ranks first in domestic market share of lithium iron phosphate materials;
Anthracite Co., Ltd.: the world's leader in wet process diaphragms, with the largest production capacity in the world;
Ke Dali: the world leader in lithium battery structural parts;
Ningde Times: the global leader in power batteries;
Huichuang Technology: motor controller and inverter faucet;
Xiandao Intelligence: the domestic leader in lithium battery equipment and the world's largest manufacturer of lithium battery intelligent equipment;
Yinhe Technology: domestic leader in lithium battery equipment;
Keheng Co., Ltd.: the domestic leader in lithium battery front-end equipment;
Tread: the leader in charging piles and box-type power equipment manufacturing industry in China;
Wanma Co., Ltd.: the domestic leader in charging piles, with chip-level technical reserves and complete solutions for intelligent access to charging piles;
…
Gao Hua glanced at the companies in the major sub-sectors on the blueprint. After a moment, he looked at Lu Ming with confusion and said, "Chairman, why are there no vehicle manufacturers in the downstream industry chain?"
After reading this blueprint three times, Gao Hua could not find any relevant companies, including manufacturers such as BYD and Yutong Bus.
It's definitely not missing.
As for Xiaopeng and Weilai, Gao Hua was not surprised that they did not appear on the list. In the previous meeting, Lu Ming stated that these companies would at most conduct stock transactions in the secondary market in the future, but would not include them in the "
Come from the circle of friends of Tiansheng Department.
Lu Ming said solemnly: "We will integrate the complete vehicle ourselves. Tiansheng Investment will establish a wholly-owned new brand, let's call it Tianyu Yunchi. We will start from the beginning and then set a strategic direction, and then hand it over to professionals.
The industry team leads the company in the strategic direction."
Even if he establishes a new brand by himself, Tiansheng Capital will still not personally run a company. Lu Ming wants to maintain Tiansheng's DNA as a capital institution.
To put it another way, the strength of Tiansheng Capital lies in its ability to integrate resources in the industry through capital means. What is strong is the word "integration". It has neither the qualifications nor the background to build cars.
Of course, for Tiansheng Capital, which has deep pockets, the car-making qualifications are easy to solve, but the worst is to waste money.
There are so many domestic automakers, so picking one that can handle mergers, acquisitions and restructuring is a matter of success.
You know, the domestic automobile industry has not been developing for too long, but it is the country with the most automobile brands in the world.
However, there are very few technology suppliers that are capable in the automotive field, which is one of the main reasons why Lu Ming wants to start his own business.
"The biggest purpose of establishing Tianyu Yunchi is technology development and technology reserve. It doesn't matter if it is not profitable for five, ten or even more years. Never worry about the funds required for technology development. The parent company can provide it with endless money.
.”
Lu Ming looked at Gao Hua, who was sitting beside him, and added: "The core technological breakthrough direction is just three words, intelligence! Including computing and communication architecture, intelligent cockpit, intelligent driving, intelligent network connection, intelligent electric..."
Gao Hua nodded from time to time, and he was also surprised. The chairman arranged more than 30 intelligent components in one breath, which is almost a complete set of intelligent solutions. If everything is done, he can build a car in minutes.
Can build a car.
Finally, after all the instructions were given, Lu Ming couldn't help but sigh: "The establishment of Tianyu Yunchi is a manifestation of capital's respect for technology. Tiansheng Capital must put aside its arrogant side of capital towards real technical engineers and work sincerely."
Please, receive high standards, tolerate the special preferences of some high-level technical R&D personnel, try to meet their requirements, not afraid of spending money, just afraid that they have no ability, but if anyone runs away from my engineer because of arrogance, I will tell him
If you make a big tech guy angry and run away, they might come up with a revolutionary technological breakthrough later on, rely on another capital, and then push you to the ground and rub you, all the investment in Tiansheng will be in vain.
