"Barbarians" break into the auto industry behind the show


(The author is the chairman and CEO of Ryukyu Automobile Group)

Recently, with several Internet car makers launching new automotive products, there has been a lot of public opinion around the topic of challenges in the automotive industry. At the same time, the attention of Baoneng's subjective automakers has not been noticed enough. This is somewhat regrettable. In my opinion, the latter may be more topical if it is to say that it is challenging the auto industry.

As a company that "plays" capital, Baoneng hopes to enter the automotive industry. I knew it earlier this year. At that time, it was a bit surprising to hear about the person in charge of Baoneng telling me about this matter. He said that he would not only collect a car factory, but also at least two, and even more. However, I believe that they have to get involved in car manufacturing and there is room. The space is, indeed, some auto companies are not doing well and are looking for a way out; it may be that Baoneng copied these years of rapid development experience into the traditional automotive industry, which will have unexpected results.

People know that Baoneng mostly started from Vanke Wang Shi’s boycott of Baoneng boss Yao Zhenhua’s attempt to enter Vanke. That is, from that time on, the title of "barbarian" is comparable to Baoneng. Today, it seems that the term “barbarians” is nothing more than a rule-out and not acting according to the rules. Whether this style is worthy of recognition in the fields of finance and insurance, I am not qualified to comment as an amateur. But for a traditional automotive industry that has a hundred years of history, it is not necessarily a bad thing. In any case, the traditional inertia of the automotive industry is too heavy. There is no harm in using "barbarians" to stimulate the impact. That year, we called Li Shufu and his Geely as the carp of the automotive industry. Today, the Chinese auto industry still needs the "barbarians" catfish effect. From this perspective, whether it is Baoneng or the newly-launched Internet car companies, it should be the car industry in this period of time.

Like Li Shufu and his Geely of that year, destructiveness is still a basic characteristic of carp in this period. It is just that the expression and method of expression are different. The first thing that Internet car companies think of is to change people's understanding of the concept of cars, but they will attract PPT constructors, unrealistic, whimsical criticisms; Baoneng is different. With my understanding of their past development process, they may be more Many will also find opportunities to get involved in the automotive industry from the perspective of remanufactured product value chains. Just as when the Xiali Automobile sold nearly 100,000 cars, Li Shufu's Geely sold 40,000. After the boss of an auto group heard about it, he firmly believed that Li Shufu said. Because in their opinion, costs can't get underway anyway. But he never expected that if they did not count, it would not mean that Geely could not do it. We have no idea if Baoneng already has a new algorithm for how to make a car. But there is a message that makes people feel a little bit of a taste. It is understood that before, in order to promote sales, the operating team has done some big single bundle sales. After Baoneng was inspected, many projects "stepped on the brakes." Because in Baoneng’s view, such a solution has caused the company to lose too much. Baoneng will use these vehicles for its own finance lease business.

Putting development into consideration in a wider and larger perspective must be the first thing that Baoneng thinks when planning for the future. The automotive industry has long been focusing on input-output development. Over the years, as competition has intensified, the investment in products and technology has increased and the output has become smaller and smaller. For many car companies, new technologies and newly-configured products cannot be produced, but they cannot be done because of cost issues. At present, some Internet companies are showing off new technologies and new products and incurring traditional car prices are not convinced because they believe that anyone who loses money will not be able to earn money. The new development model still has a heavy tradition. In other words, in the eyes of traditional car companies, the Internet car companies have a new world view of the car, but there is less methodology to fundamentally solve the problem. What Po-power can bring to us is precisely another methodology.

In fact, when it comes to Qoros, the mainstream view of public opinion does not deny the advanced nature of its products and technologies, including the car networking technology. But its cost is too high and the price is too expensive. In recent years, Qoros has not developed well because its input and output cannot be calculated from this account. Jumping out of the traditional model to consider development should be the first thing to observe. In fact, the development characteristics of Internet car companies can basically be regarded as an attempt of this new model and new algorithm. However, they consider the input-output relationship as a feature of lengthening output time. However, Baoneng will extend its value chain around the car, especially to re-calculate its successful business with the car. This brings a new vision of development to traditional cars. If this is really the case, it will take less time. People will find that the automobile companies could have "played" like this! This should be the reason why I said that the "barbarians" broke into the auto industry.



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