Chapter 954 [Seeing the whole leopard at a glance]
New energy is a major strategy for the upper management to remove the old and replace the old with the new. This is a measure that achieves multiple goals with one stone.
It can solve the historical problem of the pricing mechanism of refined oil products and international linkage, instead of letting domestic oil consumption terminal prices be used as price endorsements for virtual transactions and futures market transactions in Europe and the United States.
It can greatly alleviate potential energy security problems. Currently, the country is too dependent on foreign countries for energy issues. Once others cut off oil, the entire country's economic development will be in danger of shutting down.
In addition, there is the upgrading of high-end manufacturing.
The automobile industry is the benchmark for a country's high-end manufacturing industry. All major industrial countries in the world are automobile powers. With all automobile powers aiming at the big cake of Greater China, the development and rise of domestic brands and domestic cars is of paramount importance.
It's important.
However, traditional fuel vehicles are dominated by established auto giants. Even catching up seems to be out of reach. Catching up is almost impossible. It is difficult to circumvent the patent barriers accumulated by those established auto giants for hundreds of years.
However, new energy vehicles have become an exception and a breakthrough, and can basically bypass many patent barriers. However, the old automobile giants seem to have stayed in their comfort zones for a long time, and now they look back and realize that they are too far behind.
Nowadays, the upper levels support new energy vehicles as the direction of national development. This is unprecedented support, and the domestic new energy vehicle industry chain is currently the best in the world. Those old traditional fuel vehicle giants want to shorten the gap in a short time.
It’s no longer possible.
In the process of the global automobile industry's transformation towards electrification, the complete withdrawal of fuel vehicles has almost become an inevitable trend.
A few days ago, someone in the European Parliament proposed a legislative proposal to ban the sale of fuel vehicles in 2035, which would stop the sale of new fuel vehicles in the EU from 2035, even including hybrid vehicles.
However, the Germans, as a key member of the European Union, are not very interested in this proposal, and other countries with similar industries are not very interested in it either, and have even shown strong resistance.
The biggest reason why Germans are not cold is that Germany does not have a decent new energy industry chain and has missed the best window for electrification transformation. Once the global automobile industry is fully electrified and the EU liberalizes new energy vehicles, it will basically be between the Chinese and the Magnesium people.
The world is over.
North America has Tesla, and Greater China not only has Tianchi, which is catching up from behind, but BYD is also doing quite well.
It has just entered April, and Tianchi Technology’s autumn new product launch conference this year has already attracted much attention.
Judging from the long-term general trend, it will be difficult for the traditional established automobile powers and those established automobile giants to fundamentally save the decline of their automobiles after they have missed the opportunity and development opportunities.
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With the end of the meeting and the strategic development confirmed, the next step is the issue of specific implementation.
An hour later, Lu Ming left the company and wandered around Ningzhou City for a while. He asked the driver to replace the previous Hongqi car because it was too recognizable, and he was followed by several cars when he went out.
This time I changed to a car and drove around Ningzhou City in a low-key manner.
Lu Ming just wanted to see the road conditions and vehicles in Ningzhou City with his own eyes. This would allow him to feel the changes of the times more intuitively than reading material reports.
After wandering around the city for more than an hour, I could see new energy vehicles owned by Tianchi Technology driving on the road from time to time, as well as some new energy vehicles owned by BYD.
There are very few charging piles laid across the city that are vacant. This is not because there are not enough charging piles laid out. Tianchi Technology has not saved money in the laying of charging pile infrastructure.
It can only be said that the increase in new energy vehicles is astonishing.
After wandering around for a few times, Lu Ming was quite satisfied with what he saw with his own eyes. As the saying goes, you can see the whole leopard when you see one spot.
The first quarter of this year has passed, and it is now considered the era of love. What makes some overseas multinational companies feel at a loss is when they look at the performance data of their own company's products in the Greater China market in the first quarter.
The results were shocking to them. Young people in the country seemed to have changed.
Recently, everyone has been paying attention to the price war and the competition between major powers in the international crude oil market. However, two big news broke out in the market, but many people chose to ignore it.
As the first quarter came to an end, imported cosmetics such as Estee Lauder, Shiseido, and Amore suddenly lost popularity in the post-Y porn era. Estee Lauder rarely declined by 5% in the Asia-Pacific market. You must know that in the past, Estee Lauder achieved nearly 30% growth.
The contrast in speed is surprising.
In addition, Shiseido, which is well known to domestic consumers, also suffered a "Waterloo", with a decline of more than 20% in both the Greater China market and the Japanese market.
Kose, Amore, etc. also collectively declined by more than 10%.
Correspondingly, domestic cosmetics are quietly gaining strength, and domestic brands such as Proya are chosen by more young people. In 2017, this company was halfway through the primary market by Tiansheng Capital, accounting for up to 10% of the total equity.
With a ratio of 27%, it is its second largest shareholder.
Since the company was listed in November 2017, the current stock price has reached a record high of 122.80 yuan, and the cumulative increase since its listing has reached +700%.
Not just the cosmetics industry, but also the automotive industry.
The situation of Toyota, Honda, Nissan and other Japanese cars in the Greater China market is also surprising. Japanese cars that were once popular in China seem to be unable to sell.
Data shows that the sales of Toyota, Honda, and Nissan in the Greater China market fell by 30.7%, 36.3%, and 46% respectively in the first quarter. Such a decline has to be surprising.
These car manufacturers have also given reasons. For example, they said that this is only a quarter, which does not mean anything. Because the special circumstances of this epidemic have affected the supply chain, resulting in insufficient production capacity, which was ultimately reflected in the market.
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The same goes for imported cosmetics. They attribute the reason to this special situation. This is of course one of the reasons. But in fact, the most fundamental reason is that the consumption concepts of domestic young people have begun to change in the post-pornography era.
Honda, Nissan, and Shiseido cannot be unaware of such changes, but they have to accept this reality.
The most typical example is the energy vehicles owned by Tianchi Technology. Honda, Toyota, Nissan, including German cars, all experienced varying degrees of decline in the Greater China market in the first quarter.
At the same time, Tianchi Technology’s energy vehicles have been overwhelmingly purchased by consumers, with orders already scheduled until September. The term “wild consumption” has also been coined. This does not mean that the blame is placed on the supply chain and Y.
Sentiment can fool you, and the reaction of the capital market is more intuitive. The stock prices of Honda, Toyota and other cars have been pressed to the floor.
What is even more incredible to other car manufacturers, especially those foreign traditional fuel car manufacturers, is that Tianchi Technology has actually launched one product so far, the "Shanchi" model, which was launched on the market in March last year.
It has been sold for more than a year, and it can still maintain such a terrifying momentum.
Moreover, new products will be released at the launch conference this fall, and domestic consumers do not want to wait to see the new products of Tianchi Technology. Should they place an order for the "Shanchi" model? Why wait as promised?
What makes friends and business colleagues even more jealous is that car owners said it doesn’t matter. Tianchi’s autumn launch conference this year will just buy another car when new products come out. You can buy it for your wife or your family.
