"Do you want to invest in new energy vehicles?"

When I arrived at the club in the evening, facing Bao Fan's serious face, Chen Feng smiled and said, "I have never played this field!"

Bao Fan rolled his eyes and pretended!

After all, Huaxing is the leader in Fa, and it must be invested in dozens or tens of billions of dollars every year. Now that this fortune-telling boy is here, wouldn’t he be stupid if he doesn’t ask?

Chen Feng was not a joke when he saw the big bald man, but he also said seriously: This year is indeed a watershed for new car-making forces. On the one hand, the bankruptcy wave will be ushered in after the New Year. Bojun, Byton, Saleen and other car companies are surrounded by enemies, and the accompanying wave of senior executive resignations..."

"But on the other hand, several major leaders are occupying more and more market share. WM Motor, NIO and Xiaopeng have unknowingly obtained 15% of the pure electric share, which is indeed very promising."

Bao Fan nodded, why did some companies grow up, but most companies are destroyed?

There are too many reasons, including teams, capital chains, qualifications, factories, and timing. Any chain that breaks down may lead to destruction.

Car manufacturing is a capital- and technology-intensive heavy asset industry, from PPT to delivery market and then to market recognition. It may be simple to accumulate a car, but large-scale mass production tests the comprehensive quality of the enterprise, or the shortest board.

Thinking of this, he tentatively said: "How many families do you think survive in the end?"

Chen Feng curled his lips and asked me if my name is simpler?

After pondering for a moment, I said: "For more than 100 new brands that were founded when the limelight was in full swing, I can only say that I will die forever!"

"Because for new car-making forces, the concept that time is money is exactly the opposite: money is time."

"The most direct example is Byton. If the founder also came back from abroad, he is very experienced. He also has financing and factory building activities in the market, but I don't think it has caught up with the best time."

"Compared with the first echelon, there is always a lag and always a slow attitude."

"If new forces want to rise, they must catch up with a big trend. How to quickly launch a car that young people accept and quickly open up popularity and market is the king."

"So I'm more optimistic about three..."

"NIO, WM and Xiaopeng!"

Bao Fan took a deep breath, and the hero saw the same thing.

These three do have room for imagination, initially establish a brand image and accumulate some loyal customer groups. In places other than Beijing, Shanghai, Guangzhou and Shenzhen, some people even sell gasoline cars and buy a NIO or Xiaopeng.

I have a deep love for new energy vehicles. People with certain social status will also experience new new energy brands on the basis of driving luxury cars.

Although their annual sales are far from the sales of traditional best-selling models for tens of thousands of units per month,...

Chen Feng Pin Lip Red Wine. Since Lao Bao wants to invest, he must give some suggestions for real money and silver. He analyzed: "At present, self-built factories are better than OEM production. Nio's first car is positioned as an automobile enthusiast, and the first car of WM and Xiaopeng are popularized. At present, they have achieved certain results."

"Everyone is competing for service experience and a sense of technology, and the pace of product launch must be accurate."

"In my opinion, new energy is also a car, and safety and quality control must be put first. Then we can talk about how to optimize the supply chain, make volume, reduce costs, and achieve profitability."

To put it bluntly, the biggest difference between new car manufacturers and traditional car companies is that software controls everything and hardware provides performance, which is the opposite of the car manufacturing logic of traditional car companies.

The new forces have put a lot of effort into the smart cockpit, looking at Tesla. But unlike Tesla, many domestic players cannot design hardware and can only purchase from tier                                                                                                             

This is the most expensive shortcoming.

2018 has been a big trend, with all kinds of monsters and monsters spreading everywhere, and I wish I could design a trademark to raise funds.

Even more ruthlessly, directly repairing the plank road openly and secretly building a house?

Now the national preferential policies are gone, and hundreds of billions of dollars have been burned to make a few ppts...

Who is still stupid?

In the current situation, it is unrealistic to rely on primary market-oriented institutions to support more than one billion yuan. Listing financing and seeking government support are the main financing channels for new forces now.

After all, car manufacturing is the core industry, and new energy is the general direction of development. Government investment can drive the development of the entire industrial chain locally. In addition, similar agreements such as repurchase terms are signed to avoid certain risks.

"It's not a big problem to last for two years for several heads!" Bao Fan said: "The main reason is that R&D is too expensive, so..."

Shen Feng shook his head, it was not easy to think about idiot!

At present, the Science and Technology Innovation Board can accommodate these high-quality new car-making forces, but because the structures built by each new car-making force are different, it is caused by the inconvenience of listing on the A-share market.

Xiaopeng and Ideal are both vie architectures, and it is very expensive to dismantle the architecture, so you can only think about listing on the US stock market.

What's more, the biggest obstacle is the issue of trust, especially this year when the storm continues. How can investors convince themselves to spend real money?

After all, I still don’t have core competitiveness.

The underlying design and engine technology of autonomous driving can only be used. 1. Many things on a car can be said to be saved. Even after sales, it is difficult to reduce the cost on a large scale.

This is also one of the reasons why NIO loses one car by selling one car. It can only try its best to reduce the allocation from other places to reduce the allocation. Tesla's R&D system is made by itself, and the cost will definitely drop in quantity.

Several domestic bases have full firepower. Who can stand 250,000 yuan per vehicle?

Of course, no matter what, new forces need to make the volume first. The sales of the first car can have a negative gross profit margin, but when building the next car, you can learn from experience, avoid detours, and strive to achieve a positive gross profit margin.

"Oh, it's still a problem with the circle and friends." Bao Fan sipped the red wine and said: "The investment institutions are not well-known enough, the funds are not strong enough, and the car manufacturing team is not strong enough..."

"We will examine how to make good use of investors' money in terms of internal control rather than burning money uncontrollably before investing."

"Many people do want to do things steadily and save money every penny. Even if a leading company buys some bonsai decorations in front of the unit, they still need to ask a large leader to review and approve it."

"I'm afraid of foreign-owned enterprise-style projects, and the management and employees have high standards. It seems professional and show off, but it means that the founder is guilty and does not understand many things himself. He can't do the right thing at the right time, right?"

Chen Feng nodded. Now things must be a bit informative. He has long studied new energy. The reason why he did not enter the market is because the industrial chain is too long.

"I'm more optimistic about Li Xiang."

"After all, I am an old player who has been deeply engaged in more than 20 years. I am very familiar with the supply chains, not to mention the online traffic."

Chen Feng said seriously: "It was hard to say how he accurately predicted Tesla's market value two years ago, but it is undeniable that Li Xiang should have seen the impact of Tesla on the industry a few years ago, and also very well understand the advantages of new energy when confronting traditional car companies head-on."

Bao Fan frowned after hearing this and murmured to himself: "Can you play with Wang Xing?"
Chapter completed!