Building so many cars has attracted countless bigwigs to compete.

Editor’s note: This article from the micro-channel public number “burning deep” (ID: shenrancaijing), of: Zhou Jifeng, Edit: Xiang Xiaoyuan.

In recent years, anyone who doesn’t talk about new energy seems to be out of touch with the times. Any big boss who doesn’t tinker with the car business doesn’t seem worthy to be called a big boss anymore.

After Musk, the pioneers of domestic car building have already made a way out. Li Bin, Li Xiang, He Xiaopeng and others stepped on the vent, relying on their extraordinary courage, precise trading and familiarity with the capital market, mass production and delivery of new cars, outpaced the time difference, and the value doubled.

Nowadays, more spoilers are coming, all of them are big bosses. This is hailed as the world’s largest structural opportunity after smartphones and mobile Internet. Even the successful bigwigs are not willing to miss it. They rushed in with funds, people and technology to seize the top of the mountain.

For example, Baidu and Geely jointly built a car, threatened to achieve mass production in about three years, and called the former Mobike co-founder Xia Yiping as the CEO of the car company; Alibaba, SAIC and Pudong New Area jointly built a high-end The intelligent pure electric car project has already unveiled and released two new cars; Xiaomi’s car-building plan finally has an eye on it. The person in charge of No. 1 is Lei Jun, and the person in charge of No. 2 is Wang Chuan; even “Accounting Jia” who “will return to China next week” Jia Yueting also tried to make a comeback.

From the surging turbine era to the silent pure electricity era, we will take stock today. Now, which spoilers are there in this car-making world, and which big names can have great odds in this car Win back the excess return from the big bet.

Musk—Leader Brother

In this gambling, only Musk was the first to play at the poker table, but his story proved how difficult it is to build a successful car.

First of all, you have to understand technology—Musk’s background is an engineer; to be able to create air outlets—when the environment is still scornful of electric vehicles, he joined the car industry early in the morning; you have to have a business acumen—in Before Tesla, he had successfully started his business twice in a row; he must have the courage to break the boat-at the most critical moment of Tesla’s mass production, he smashed all his fortune in, and finally had to borrow money from friends to make a living ; To have the ability to turn bad cards into the king, he pulled Tesla back from the line of life and death several times.

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In addition to financing, car building must also have a strategic vision. The top leader must have extraordinary decisiveness and resource integration capabilities, and the pace must not only be fast but also stable. Even if Musk took the lead in the past, the three apprentices still had to cross the river by touching the stones on how to build the car. Now it seems that they all found the longest board for their barrels, such as NIO’s customer service. , Ideal product polishing, Xiaopeng’s intelligence. Relying on differentiated product competition and Internet play, these three companies outperformed the cycle and the market, gained the time difference in survival, and climbed the hill.

Seven years have passed, the winner, the prince and the loser, Kou. While other companies were still struggling with life and death, these three companies not only got the listed ferry tickets, but also achieved mass production delivery in units of 10,000. On February 18 this year, Ideal announced that it had sold 40,000 vehicles with just one model; on February 28, according to official disclosures, Weilai’s three models ES8, ES6 and EC6 have delivered 8.84 since the launch. Ten thousand vehicles; On March 12, Xiaopeng announced that it had delivered 50,000 electric vehicles in mass production.

The winners of the first round of the war, such as Weilai, Xiaopeng and Ideal, the company and the founders have become the kings of gold attractors. In 2020, the market value of Weilai has soared from around US$3 billion to US$90 billion, and by January 2021, it will even exceed US$100 billion. The market value of Ideal and Xiaopeng also rose from less than US$5 billion in the Pre-IPO to about US$30 billion; in the “2021 Hurun Global Rich List”, He Xiaopeng, who is only 44 years old, has tripled his wealth to 710 Forty-seven-year-old Li Bin’s wealth rose ninefold to 65 billion yuan; 39-year-old Li Xiang entered the list with 41 billion yuan.

To sum up, Li Bin, Li Xiang, and He Xiaopeng, these three big bosses, have the following commonalities: they have primitive capital accumulation, dreams, know how to trade operations, understand a little software, know how to play the Internet, and Capital investment logic. These abilities alone may not be too eye-catching, but when combined, it is almost a rhythm of 1+1 greater than 10.

Traditional car company bosses-you will win if you love to fight

Compared with the “three silly car builders”, traditional car companies are rich and powerful. In theory, they should be the front runners in the new energy wave. But now it seems that Tesla has hit the top of the mountain, and there are not many of the traditional domestic car companies that dare to fight back.h3 label=”Secondary Title” style=””>The Awakener-the big start of the boarding threshold

According to Wang Xing’s judgment on China’s new car market, the future is a “3+3+3+3” pattern. Among them, 3 state-owned enterprises are FAW, Dongfeng (Second Automobile), and Changan, and 3 local state-owned enterprises are SAIC, GAC, BAIC, the three traditional private enterprises are Geely, Great Wall, and BYD, and the three new car-making forces are Ideal, Weilai, and Xiaopeng.

Seven years ago, half of the people in the Internet circle tested the waters. Now, the market value of the winners is soaring and their reputations are high. The other half of the Internet circles must also be ready to exit the game, such as Alibaba, Baidu, and Xiaomi. , Huawei, Apple. Without them in the “3+3+3+3” pattern, they are not short of money or fame. Why are they willing to build cars?

Quoting another remark by Wang Xing: “At what point in time, we can talk about a lot of content, such as what opportunities and challenges we have. But if we only use one concept, In a word, I want to say, the’second half’ has just begun.”

The new car did enter the second half, but the chasers obviously did not approve the “3+3+3+3” pattern.

BMW, Ford, General Motors and other traditional auto companies have dominated the global automotive industry for nearly half a century, forming a seemingly inflexible industrial structure and technical barriers. But the electric car force still squeezed in abruptly, not only competing with traditional car companies, but even gaining a foothold in the global car market.

Huang Mingming, the founding partner of Mingshi Capital, once pointed out to the media that smart electric vehicles are the world’s largest structural opportunity after smartphones and mobile Internet. It is a track of tens of trillions or even larger. Ambitious and technologically capable companies should all be considered.

Source / Unsplash

Compared with the previous round, the competition in the car-making movement in the second half is more intense. The new entrants are the double king lineup of traditional bigwigs and Internet bigwigs: Baidu and Geely have established a joint venture to create a company in about three years. Mass production; Zhiji, jointly built by SAIC and Ali, has now publicly released two models; Changan has teamed up with Huawei and CATL to build a high-end automobile brand.

In addition to the specific announcement of “Two Kings