Volume 4 Crazy Growth 2017 Chapter 818
To be honest, when Wang Chuanfu raised the issue of "shared cars", Zhou Dongsheng was somewhat caught off guard.
Could it be that at this point in time, the boatman actually has ideas about car-sharing? If he praises the prospects of this industry, is it possible that he will lead BYD into trouble?
Zhou Dongsheng couldn't help but think with a sense of evil, and he had the urge to push the dominoes of history and witness the effect of the chain reaction...
Of course, this idea only had a spark before it was instantly extinguished by Zhou Dongsheng's reason.
After that, Zhou Dongsheng thought about it for a while and felt that it was reasonable. After all, compared with its traditional battery business, BYD’s focus now is shifting towards new energy vehicle business.
At the same time, the automobile business is undoubtedly the key to Wang Chuanfu's ambitions.
If it is just a simple discussion of battery cooperation, it doesn't seem to be worth Wang Chuanfu's fuss. Even if it is riding on the cusp of the sharing economy, a power bank is still a power bank.
The essential difference between light industry and heavy industry will obviously not be shaken by subjective will.
The concept of shared economy is now popular all over the country and has been favored by a large amount of capital. If taxis and homestays are the past of the sharing concept, then the popular shared bicycles may be the present of the sharing concept...
The future direction and prospects of the industry are also worthy of deep thought. After all, if an industry has no future, it would undoubtedly be hopeless.
Therefore, with the maturity of the concept of the sharing economy, the great success of shared bicycles, and the continuous record of industry financing, everyone has higher expectations and foresight for the future of the industry.
Among them, shared cars have become a track that many large investment institutions and entrepreneurs are optimistic about. An authoritative survey agency has even made bold predictions about the future based on current analysis.
"The scale of the car-sharing market has an unprecedentedly huge prospect. By 2025, the number of shared cars in China is likely to reach 600,000, and the demand for shared cars in China will reach 37 million trips in the future..."
"Correspondingly, the market size will reach 380 billion per year, and the related businesses brought about by potential market demand will reach 1.8 trillion!"
Such a bold prediction has set a nearly trillion-dollar growth target for the market's future expectations. Such a huge piece of cake is enough to make many people salivate and even lose their minds...
Therefore, capitals are rushing to "land on the beach" in an attempt to grab market share by being the first to enter the market. According to incomplete statistics alone, by the end of 2016, there were more than 370 platforms under the banner of "shared cars" in China.
Among them, there are hundreds of companies that have started operations, and the four super first-tier cities of Beijing, Shanghai, Guangzhou and Shenzhen are the first to bear the brunt. Shenzhen, a fertile land for entrepreneurship, has already bred a number of pioneers of considerable size...
As a local car company in Pengcheng and the leader of China New Energy Vehicle, it is not surprising that Wang Chuanfu would pay attention to the trends in this industry.
It is natural to discuss this with Zhou Dongsheng, after all, Zhou Dongsheng is one of the beneficiaries of the rise of the sharing economy.
Some people even think that he is the biggest beneficiary, no one else! Some people even attribute the title of "the biggest promoter behind the two major shared bicycles" to Zhou Dongsheng.
At this time, this is undoubtedly a recognition of its investment ability, and can also be understood as a kind of "honor", but when the bubble dissipates, this "honor" may also turn into a bad reputation...
In a flash, Zhou Dongsheng's mind raced, and after sorting out his thoughts, he couldn't help but perk up. If he talked about this, he wouldn't be sleepy anymore.
Just as Wang Chuanfu expected, if they really brought up a technical topic for discussion, Zhou Dongsheng would definitely be lost in thought in no time...
However, when it comes to this kind of macro-future, that is the area where Zhou Dongsheng is best at.
The boatman may be an experienced pork eater, but the number of pigs he has seen is not necessarily greater than himself.
For this, Zhou Dongsheng coughed lightly and prepared to start his speech, just short of shouting "Step back, it's my turn to show off!"
"Mr. Wang, you are too kind. I don't have a deep understanding of the sharing economy, but when it comes to car-sharing, I do have a bold statement: car-sharing will never gain a foothold in the market, and failure is the inevitable outcome."
Zhou Dongsheng said this in a decisive tone. His confident and determined tone made everyone in the conference room look at him sideways. At the same time, a question mark emerged in their minds: why?
Wang Chuanfu looked calm and said with interest, "Oh? It's also the sharing economy. Jay Chou invested in shared bikes and went to great lengths to acquire a company to enter the power bank industry. Why is he not optimistic about cars?"
"If the original intention of something is wrong, then the result will obviously not be good. The car-sharing project seems to be very good in an ideal state, but the reality is very skinny."
"It's just that everyone subconsciously ignores this point when it is covered with a gorgeous capital coat. However, with a little scrutiny, it is not difficult to find that there are too many unreasonable aspects in the model of car sharing..."
Looking at Zhou Dongsheng's energetic and vigorous spirit, the smile in Wang Chuanfu's eyes became even more intense. Looking around, he seemed to be able to see some of his own shadow when he was young.
In comparison, I was much more arrogant than Zhou Dongsheng when I was young. After all, Wang Chuanfu once threatened to be the gravedigger of fuel vehicles and to become the world's number one in 2025...
Therefore, when it comes to bragging, Wang Chuanfu is definitely an experienced veteran, so he naturally feels very close to Zhou Dongsheng when he sees him talking.
"Oh? For example..." He even took the initiative to pass on the message, pretending to be listening attentively, wanting to hear Zhou Dongsheng's ideas.
"Unlike bicycles and power banks, the former are asset-light businesses, while automobiles are asset-heavy businesses with very high operating costs, which are completely on a ."
"Even if the platform continues to burn money to survive, the speed at which the money is burned is probably faster than the cars. In the end, it will only be a case of draining the pond to catch fish. Once the capital tide recedes, shared cars will inevitably be the ones swimming naked."
"The former may still have a chance to realize profitability by seizing the opportunity and thus turn losses into profits, but it is too difficult for shared cars to achieve profitability in a short period of time."
Zhou Dongsheng said this with certainty. There was no way he could not say this as he had witnessed it with his own eyes, and it was hard not to be confident when stating a fact that was bound to happen.
As for the so-called controversy, even when the dust settles, the controversy will not disappear. Until now, there are still people arguing about whether the earth is round or square, especially those who support the latter.
"The mainstream argument supporting car-sharing is that the market trend in the next decade will change from car ownership to car use, which will make car-sharing the mainstream solution for future urban travel..."
"However, in my opinion, the real future should be new energy vehicles, not so-called shared cars."
At the end of his words, Zhou Dongsheng did not forget to add a meaningful sentence, which made Wang Chuanfu reveal a harmless smile on his face.
Wang Chuanfu clapped his hands in support and said with a hint of emotion: "It is true that hearing about someone is worse than meeting him in person. Jay Chou is worthy of his reputation. His insights are really insightful."
"In fact, there have been car-sharing companies in Pengcheng for a long time. They want to establish a strategic partnership with us and work together to promote new energy vehicles. However, my personal opinion is similar to Jay Chou's. I don't think car-sharing can become a future trend..."
"It is even less likely to be the future of new energy vehicles, so I did not agree to this cooperation. At that time, my old friends did not understand. After all, it can not only sell cars but also promote BYD's reputation, which can be said to kill two birds with one stone..."
"Now that Jay Chou has given us his insights, I think they will have a deeper understanding of this issue."
Wang Chuanfu said lightly, and the others in the meeting room nodded and agreed with a smile: "That's right, I haven't thought about it at such a deep level before. Thank you, Mr. Zhou, for clearing up my doubts!"
"Yes, yes, thank you Mr. Jay for clearing up my confusion!"
Zhou Dongsheng waved his hands repeatedly, "No, no, it's just my opinion. And it's foreseeable that it will take several more years to witness the final result."
"It will naturally take time for market enthusiasm to fade and return to rationality, and the real truth will naturally stand the test of time. I believe that Jay Chou's insights will stand the test of time..." Wang Chuanfu said happily.
"Especially the last sentence." At the end, Wang the boatman did not forget to add a witty remark.
As soon as these words were spoken, good-natured laughter broke out in the conference room, and the air was filled with a happy atmosphere.
After a pleasant conversation, they confirmed with each other's eyes that they were all on the same path, so cooperation became a natural thing.
After all, compared with the heavy asset business of automobiles, the light asset business of power banks is obviously not a big project worth taking seriously for the two of them.
Especially the BYD annual financial report that was just released not long ago. In 2016, BYD not only had a market value of 100 billion yuan, but also revenue that exceeded 100 billion yuan, and net profit that exceeded 5 billion yuan...
For such a solid industrial giant, the basic synchronization of market value and revenue is enough to prove its gold content. There is indeed no discount at all, and it is all solid stuff.
Although the battery business is BYD's core business, it is basically at the bottom of BYD's current business structure. Taking over this business is just icing on the cake.
Despite this, Wang Chuanfu still smiled and extended his hand, "Then I wish us a pleasant cooperation. It is also a great thing for us to be able to cooperate with a young and energetic person like Jay Chou..." His words were full of appreciation for the younger generation.
Zhou Dongsheng also took the initiative to extend his hands, "With BYD's huge production capacity as a boost, I believe that the speed at which our Jiedian captures the market will leave our peers dumbfounded..."
The two leaders smiled at each other and shook hands, and the cooperation was basically a done deal.
However, judging from the performance of both parties, this cooperation seems to be a incidental purpose, and there is a hint of "the real purpose is not the wine" between them.
“Then next, please invite Mr. Jay and others to take a good look at our BYD factory…” Wang Chuanfu took the initiative to stand up and stretched out his hand as an invitation.
"Then we'd be remiss to take this opportunity. We can use this chance to broaden our horizons. This industrial assembly line is undoubtedly the ultimate romance for men!" Zhou Dongsheng agreed with a smile.
Afterwards, the group put on safety helmets and began to move around the BYD factory. Zhou Dongsheng was truly feasting his eyes. The beauty of industry and machinery was truly pleasing to the eye.
…
The next day, the news that Jiedian and BYD had officially reached a strategic cooperation was officially announced to the public. At the same time, Jiedian threatened to launch more than 5 million charging cabinets to the market in the next six months to meet market demand...
This public announcement not only made this track clear, but also greatly boosted market confidence. Especially for many users, they can pay deposits and use power banks without any psychological burden.
After all, whether it is the Dongsheng Group represented by Zhou Dongsheng or BYD, they are both well-known large enterprises. They would not go to such great lengths to come up with a shared power bank project just to defraud the mere 99 yuan deposit, right?
In fact, as the sharing economy becomes more popular, this concept has gradually become a consensus among everyone. After all, this is human nature.
However, just as the market is anti-human, reality is often unexpected, and the 99 yuan deposit cannot be recovered (funny).
Well, Zhou Dongsheng came all the way to Pengcheng. His southern tour was naturally not just to visit the boatman brother. In Pengcheng, there was another project invested by Zhou Dongsheng.
HEYTEA!
As one of the most popular social occasions among young people today, milk tea shops are undoubtedly a natural fit for shared power banks, and are also the soil for their rapid development.
Zhou Dongsheng only found out about the cooperation between Heytea and Monster Charging later. He was surprised at the keen sense of smell of the latter's entrepreneurial team, which was able to accurately grasp market demand. No wonder it became the first listed company.
For this reason, Zhou Dongsheng is also happy to "raise a tiger to cause trouble", although in terms of closeness, Jiedian, which completed the acquisition, should be his biological son, while Monster Charging, which was angel-invested, is his godson...
However, instead of meaningless internal friction, it is better to focus on differentiated competition, occupy the market in two directions, and wait until the time is ripe to stage a decisive battle at the top of the Forbidden City.
Regardless of who wins or loses, it will not affect Dongsheng Group's ability to reap the benefits. Unconsciously, Zhou Dongsheng felt that he had grasped the true meaning of "the art of raising insects".
Born in hardship and die in comfort. There is no progress without competition.
