Follow the company this week: Tencent, Ningde Times, Tesla, Huawei, Monster Charge
“Selected Headlines” is a weekly column to sort out the company and business news worth paying attention to during the week. The “Featured Headline” consists of multiple short stories, all of which come from the subscription column “Daily Business Feature” .
Here are the company and business news to watch this week (December 23-December 27):
Tesla announced on Thursday that it had obtained a 9 billion yuan loan from four Chinese banks for the construction and production of the Shanghai plant, as well as repayment of 3.5 billion yuan of debt due in March 2020. This means that Tesla has sufficient funding in the Chinese market. While ensuring the smooth production of the Shanghai plant, the official expects that the domestic Model 3 will be delivered in late January 2020; the other side will use the money to expand sales and after sales Service network, including directly operated stores, repair shops and charging stations.
Tesla is favored by the capital market due to the record sales of Model 3 and the continuous progress made in the construction of Chinese factories. Tesla’s stock price broke the symbolic mark of $ 420 this week, and its total market value increased to $ 77.67 billion on the 26th, the highest in history. Tesla is the “catalyst” of the domestic electric vehicle market. The new loan will give Tesla more confidence in the process of seizing the Chinese market, and the competition pressure of local players will further increase.
Further reading: Front line 丨 Tesla’s “Nuggets” China: another 9 billion yuan loan from 4 banks < / p>
On December 23, the official version of WeChat 3.0 was officially launched. New features added to this upgrade include directly adding WeChat friends, opening customer circle, and expanding the external population. Among them, the function of customer circle is the most concerned, that is, members of the company can post product updates, event information, etc. to the customer’s personal circle of friends, and can also interact with customers to comment, providing companies with offline to online The Second Reach tool.
In the view of Huang Tieming, the vice president of Tencent’s WeChat business group, the difficulty in interconnecting the WeChat and WeChat ecosystems is not technology, but user experience. Since October 2018, corporate WeChat has been testing whether shopping guides can do without disturbing usersProvide stable services. In addition, in the past, corporate WeChat focused on improving the internal efficiency of the company. Now, “making gains for the company” has become the biggest goal. Purchase and other gain issues. ” At the same time, he also emphasized that “people-as-a-service” is not equal to “private domain traffic”. Enterprise WeChat does not provide a traffic portal based on WeChat ecology. Employees can only reach customers through offline, and slowly accumulate customer resources.
Further reading: Focus analysis | WeChat Probing To B, but “Interaction between friends” ≠ “Private domain traffic” < span>
After crossing the 100-yuan mark on December 24th, the total market value of the Ningde era after the closing of the company exceeded Mindray Medical, and it became the company with the highest GEM market value. The stock of Ningde Times continues to be popular, but it is difficult to hide the winter in front of the power battery industry. The lithium battery industry as a whole experienced a cold, making some listed companies’ stock prices all the way down. Due to the default of BAK Battery, Rongbai Technology, a listed company on the science and technology board, once hit its lowest share price since the listing of 23.21 yuan, falling below the issue price of 26.62 yuan. As the market is cold, the profit margin of domestic power battery companies has plummeted, and the market reshuffle has further intensified.
Meanwhile, the Matthew effect of the strong Hengqiang is also being staged. In November this year, the market share of the Ningde era has reached 64%, far exceeding the BYD and Guoxuan Hi-Tech, which are both behind. The Ningde era became a well-deserved “Big Mac”. From a global perspective, Ningde Times is already the highest-volume power battery company. With the commencement of the European and Sichuan plants, their production capacity will further expand. In addition, Ningde Times has a leading profit margin among the world’s major power battery giants.
Further reading: When the Ningde era tops the GEM, can the Big Mac swallow a trillion cakes?
On December 26, Huawei Cloud officially launched WeLink, a collaborative office platform. WeLink was originally a communication and collaboration software used by Huawei, which is similar to Nailing. Xue Hao, vice president of Huawei Cloud, said that Huawei’s external productization of WeLink is aimed at the three major needs of enterprises for office applications. The first is collaborative office, which means that all data information behind the enterprise is connected; the second is security, corporate information and personal information cannot be intertwined; the third is open, the company’s past applicationsAnd hardware can also be accessed. Xue Hao said: “Enterprises can integrate the services and capabilities of Huawei WeLink into their existing apps.”
After the end of the consumer Internet dividend, the giants have turned to the industrial Internet to expand users. Currently in this market, Tencent and Ali are taking the lead. Tencent launched version 3.0 of the company’s WeChat this week, opening up customer circle and other functions. At the same time, Enterprise WeChat announced that the number of companies served by the platform reached 2.5 million and 60 million monthly active users. The back-to-back Ali Ding serves more than 10 million companies, and more than 200 million people work on it.
Further reading: Frontline | Huawei Cloud launches WeChat-like software WeLink, the “Do not touch application” flag is down >
This week, we learned from multiple independent sources that Monster Charging completed the C round of 500 million yuan of new financing, and the lead investor is SoftBank Asia Venture Capital Fund. In 2019, the capital entered the cold winter period, but the once-failing shared charging treasure went up against the current. This is because the charging treasure industry has been proven to have a better blood-making ability. After the reshuffle period in 2018, the shared charging treasure is currently a game for head players, forming a competition pattern of “three electricity and one beast” (call, street electricity, small electricity technology, and monster charging). In addition, Meituan was exposed in August this year to a large-scale restart of the shared charging treasure project in China. The scale of 5.9 million merchants may make it a new variable in the market.
The last time the shared charging treasure caused controversy was the collective price increase. The rent increased from 1 yuan per hour to 8 yuan per hour. In order to enter high-quality businesses, they used higher rents to cover higher business sharing costs. This also reflects that the level of competition in the entire industry is increasing, and head enterprises with capital support will eventually survive.
Further reading: Exclusive ｜ Leading by SoftBank, Monster Charge Completes 500 Million C Series Financing
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