Chapter 340: Something to do, something not to do

This time, Xu Teng is not the only entrepreneur who gave a lecture at the Central Party School, a total of 3 entrepreneurs, 8 hours of course arrangement, an average of 1 hour and 30 minutes of class time for each entrepreneur, Xu Teng is slightly longer here, and the party school gives 2 hours. Pen @ fun @ pavilion wWw. biqUgE怂 ļ½‰ļ½Žļ½†ļ½

In fact, it was still 1 hour and 30 minutes of class, and Xu Teng was given 30 minutes later, two-way communication, each leader may ask questions to him, and he also has the opportunity to ask questions with the leader.

In addition to Xu Teng, the other two, one is Mr. Liu, this is the second time Mr. Liu went to the Central Party School to give a lecture, the last time was 02 years, talking about the computer revolution, this time I want to talk about the development of China's information industry.

The last one is a representative from the dairy and food industries, initially the head of the Mengyu Group, a few days ago, the leadership made adjustments, arranged for the head of Hangzhou.

Although it was a temporary adjustment, Mr. Zong still prepared quickly and prepared a lecture on "The Development Status of China's Food and Dairy Industry and the Layout of County and Town Markets", which should have been changed on the basis of the internal conversation.

Xu Teng's lecture topic is fixed, and the party school directly gave him the topic, asking him to talk about the development trend of the science and technology industry in the next 20 years, especially the transformative role of artificial intelligence, industrial robots, and information networks in China's industrial development.

In this field, Xu Teng is indeed an expert in China.

Because Xu Teng has spent five or six years in these fields, invested a lot of money and scientific research projects, and he knows the current top level and progress in the world, and the level and progress of Huateng Company.

He also has a very complete team of experts, Huateng Scientific Research Center has hired four academicians in related fields through cooperation with the Chinese Academy of Sciences, and the current scientific research progress is very good.

In addition to domestic scientific research, Huateng is also constantly carrying out mergers and acquisitions overseas, with 35 small and medium-sized technology companies in related fields in Germany alone, as well as international giants such as KUKA.

The first to talk is Mr. Liu, but unfortunately the effect is not very good, basically the same old tune is repeated, what is said, most of the domestic IT media and experts are very clear, Mr. Liu is just a simple summary together, and too much talk about how to Lenovo.

Xu Teng also listened below, sitting in the back row, feeling that Mr. Liu was still old, whether it was the prediction of the development trend of the enterprise or the grasp of the trend of technological progress, he was a little old-fashioned, living in the last century.

Then there is the general manager, although the general manager also focused on how to do his own business, but it is a very practical idea, to disassemble the production line of the beverage, distribute it to various national-level poor counties, solve local employment, and reduce the operating costs of enterprises, but also conducive to the marketing and distribution of products in various provinces.

Mr. Zong's lament is that the gap between the rich and the poor has widened, especially in the eastern and western regions and the central part of the country, which has not only hindered economic development and the expansion of domestic demand, but also brought some special benefits to enterprises.

This lecture has a good effect, it is not only real, but also promotes its own company, after all, there is an opportunity to report the development of the enterprise with the first three rows, and the opportunity is rare, and no one will miss it.

After listening to Xu Teng in the audience, he also felt that he had benefited a lot.

The last entrepreneur to give a lecture on the stage was Xu Teng, and now he is very important to the whole country, and after eating a working meal at noon, the entire afternoon of the party school lecture was reserved for him, in fact, it was more than 2 hours.

In the end it was almost 3 hours.

Xu Teng spent 1 hour talking about his prediction of the future development trend of the science and technology industry, and he can't talk nonsense here, he has the most complete first-hand data in China, a large number of technological progress statistics, the scale of investment in these areas by major investment funds, international capital, high-tech enterprises, and angel capital, including the industrial support policies provided by the United States and European governments.

The U.S. doesn't have a clear industrial policy, but the scale of contracts offered in these areas, from the Department of Defense to the Navy and Air Force, to NASA, is staggering.

For example, from 98 to 2008, the Pentagon gave a total of $30 million in contracts to develop many important technologies, making Boston Machinery Power basically unique in the field of intelligent robots.

Now the only intelligent robot company in China that can compete with Boston Machinery Power Company, only Huateng Intelligent Machinery Company, is also real money, five years, Xu Teng invested 700 million.

The progress of science and technology is very scattered, and the vast majority of them are breakthroughs and progress at every point, but one day a network and a surface will be formed, and then a global technological revolution will inevitably occur.

In the remaining half an hour, Xu Teng talked about the scientific and technological competition between countries, in essence, he believes that in the twenty years of globalization, the demarcation between losers and winners is becoming clearer and clearer, and there will definitely be a wave of anti-globalization in the future.

As an entrepreneur, he doesn't know how big this wave will be and how big the impact will be on each country, but for enterprises, it must be very complicated, and the most obvious problem is that foreign mergers will become more and more difficult.

He also talked about a lot of information that is not publicly available, including that Huateng actually controls ARM, controls AMD, includes control over AIG Group, including the degree of control over SVB Silicon Silver, he can say here, but he can't make it public.

He is currently deeply involved in the United States, and even so, he still cannot disclose this information, cannot publicly merge AMD, or even publicly merge ARM, and can only manipulate behind the scenes, by signing an agreement in favor of Huateng, from which he can obtain a return on investment.

Mr. Liu and Mr. Zong were also listening below, their mouths were not closed, they didn't know if they didn't listen, they were shocked when they heard it, they all knew that Xu Teng's Huateng company was very good, but they didn't expect it to be so good.

How profitable is Xu Teng now, there are now two and a half best genetic equipment development companies in the world, one in the United States, one in the United Kingdom, and the last half is Huabo Gene Technology Equipment Company, a subsidiary of Huateng Hi-Tech Group.

These three are actually controlled by Huateng Company behind the scenes.

The source of the technology of the British MIC company is imported from the United States and Israel, and in terms of the core technology patents, Huabo Gene Technology Equipment Company is introduced from the MIC company, on this basis, the three companies cross their respective patent technology rights.

The shareholders of these three companies are basically the same, and even the shareholding ratio is about the same.

After a big circle, the core problem is the US technological blockade of China.

The current situation is very simple, most of the technology research and development is done by Huabo Gene, because the domestic research and development cost is low, and then through the patent crossing, feedback to the other two, monopolizing the entire international market.

Xu Teng used this example to prove one thing, in the face of absolute capital interests, technology cannot be blocked, but if you want to break through this blockade, the price that capital has to pay is also huge.

He can't do it for every project.

However, in the end, one day, the vast majority of high-tech projects in Europe and the United States will basically be won by China, because China's scientific researchers will comprehensively surpass the sum of Europe and the United States in the next few years.

By 2025, the total number of scientific researchers in China alone will be equivalent to that of Europe, the United States, Japan and South Korea combined, and the cost of research and development will still be competitive.

When this day comes, Xu Teng is not clear and unpredictable about what the operating rules of the world economy will look like.

Therefore, even the international capital giants, Xu Teng and Huateng will still put the vast majority of scientific research investment in China in the next 30 years, and as far as Xu Teng knows, other international technology giants have also changed this trend.

Therefore, in the next 20 years, China will gradually transform from the world's manufacturing center to the world's scientific research center, but this does not mean that China will give up its position as the world's manufacturing center.

On the contrary, the development of the world's scientific research centers will continue to consolidate China's position as a world manufacturing center, and one of the most important determinants is the large-scale application and research and development of industrial robots.

His judgment in this direction is relatively early, therefore, Huateng Company accounts for half of the total investment in the global industrial robot industry, if you add the German Kuka company that Huateng Company has acquired, Israel NTK Company, the actual proportion of scientific research funds accounted for more than 70%.

This is a big gamble that Huateng Company has done its best.

If this thing, Huateng Company loses the bet, the future technological development trend is not Xu Teng's current judgment, and Huateng's loss will be very miserable, equivalent to a loss of ten to fifteen years.

Xu Teng went to the Central Party School for the first time to give a lecture, and the information he talked about was still very in-depth, many things were secrets that Huateng Company never disclosed, and Xu Teng was also responsible for the confidentiality of this information.

Therefore, in the last hour and a half, Xu Teng and the leaders discussed a lot of things, even if the secrets that Xu Teng is talking about now are not the deepest secrets of Huateng Company and the Xu family.

For example, the Xu family's overseas trust fund essentially controls the boards of directors of Google and Apple, and this cannot be said.

If there are many things to talk about, it will naturally touch on some very special trade secrets, such as the collapse of A-shares in 2007, how much Huateng Company earned, this thing is not easy to say, and Xu Teng can't give a specific figure.

He personally estimates that there are several leaders who know, at least one approximately.

He just admits this thing, but also admits another thing, without these funds, Huateng company now has no way to invest in the high-tech industry, this is not billions of scientific research investment a year, but tens of billions of scientific research investment a year.

The scale of investment in panel and chip production lines is also tens of billions a year.

Don't look at Huateng Company is rich, and it is also very good at controlling risks and investment costs, but according to the current investment intensity, Huateng Company will not be able to last for many years, at most ten years.

Therefore, Xu Teng also admitted that the current situation of Huateng Company is unhealthy, and the scale of investment in scientific research and new production lines is too large, which is completely beyond the normal scope of Huateng Company.

Xu Teng didn't come to complain to the leaders, not to ask for policies, not to ask for loans.

At the end of the three-hour discussion, Xu Teng finally made a summary of the current situation of Huateng company, and made a final report to the leaders present.

Twenty years later, what will happen in thirty years, Xu Teng doesn't know, he only knows one thing, within 20 years, the problem of China's industrial upgrading cannot be solved, and China's economy and the world economy will be very painful.

After the lecture, Xu Teng did not stay in the hotel arranged by the Central Party School, and went back to Ruilin's house directly.

The last time he came to this house was a few years ago.

He had just returned to the house when he received a text message.

"That's good, there are a few things that don't need to be said, but they don't really matter. Jiang Ningyuan meant that those things about MIC and Huabo Gene should not be told, of course, it was nothing, after all, it was just some little secrets of the Huayin Consortium.

Xu Teng was looking at this text message, and received another text message from Mr. Liu, wanting to arrange a dinner banquet for him tomorrow, which was nothing more than talking about Lenovo's merger into the Huayin Consortium.

Lenovo has contacted Xu Teng many times on this matter.

The two sides have not reached a conclusion for two reasons, one is that Lenovo's asking price is too high for itself, and it also thinks too high of itself; and second, Xu Teng himself lacks the determination to reorganize Lenovo.

This year, although Huayin Consortium and Huateng Company have encountered many public opinion crises, they are still steadily crushing Lenovo in terms of tablet and smartphone shipments.

Huateng Electronics and Tencent are also promoting the development of the server market, and there is a slight gap between Lenovo and Inspur Group, but compared with the previous two years, the gap has narrowed rapidly.

In the entire Huateng system, Xu Teng has no intention of doing PC business and laptops, but the TCL brand of Shenzhou Electric Appliance Group has been expanding in these two fields, and there is no particularly big threat to Lenovo.

Of course, as long as Xu Teng exerts his strength, it will definitely be able to threaten Lenovo in these two areas.

"I'm going back to Jiangzhou tomorrow afternoon, so I don't need to arrange a meal, if you don't have anything to do in the evening, go directly to Ruilin's house, let's talk about what we have, in fact, it's just a matter of a few words." Xu Teng thought about it and sent a text message back to Mr. Liu.

At today's party school lecture, Xu Teng talked about a lot of things, and there was a lot of information in it that Mr. Liu was completely unclear.

For example, in the fields of servers, smart phones, and tablets, Huateng's goal is definitely the world's first, a smart phone has at least 30 chips, and Huateng company can roughly occupy the first share of the global market in 10 fields through its own research and development and acquisition.

In Apple's mobile phone business, the two largest global suppliers are Samsung Electronics and Huateng Electronics.

Huateng Electronics specializes in accessories, chips, and LCDs, and Tencent makes complete machines.

It's different in the server market, Tencent doesn't do servers, Huateng Electronics does servers, Huateng Electronics' servers don't use Intel, absolutely not, which is different from Lenovo.

Huateng Electronics' server chips must be AMD series, including storage, graphics and other chips, which are basically their own set of things.

Therefore, Huateng Electronics is not restricted by Intel in the field of high-end servers, and is currently forming an industrial alliance with AMD to jointly promote the high-end market, and Amazon and Google are also doing this market.

Mr. Liu didn't figure it out in the past, but now he basically sees it, Huateng, AMD, ARM, Amazon, Google, ...... This is a nest of industrial alliances, all backed by the same international capitalists.

Mr. Liu is very smart, and his judgment is basically right.

Today, among the several Huateng secrets that Xu Teng said at the Central Party School, the two biggest shocking news are ARM and AMD, which are essentially controlled by Huateng Company and Xu Teng at the capital level.

Mento, one of the world's three EDA giants, is also controlled by Huateng Company at the capital level.

In other words, the two most worrying problems of China's chip industry are actually pseudo problems, which do not exist at all, the only problem is that Xu Teng is subject to the technological blockade of Europe and the United States, and cannot directly merge and acquisition, and can only solve the restrictions on Huateng through the operation of the board of directors and the signing of a technical agreement that is more conducive to Huateng Company.

To put it more simply, most of the problems in China's chip industry exist, but for Huateng, these problems do not exist, at least not as bitter as other peers.

For example, Huateng Electronics basically owns all the technology licenses of ARM.

In the past, including Mr. Liu, all people in the industry thought that ARM had no way and had to use Huateng Electronics to develop the Chinese market, but now they understand that Xu Teng has the final say in these things.

He asked for this agreement to be signed like this, and ARM did not have any special good way.

In front of so many leaders, it is impossible for Xu Teng to lie, so Mr. Liu was very shocked today, and his old heart and liver have been beating loudly, and after the lecture ended, Mr. Liu was more and more afraid on the way back.

Because Mr. Liu realized at this moment, Lenovo's path to development in the future was basically blocked by Huateng Company, and he only had the life of a lifetime of PC and cheap smartphones, and the mid-to-high-end servers were subject to Intel on the one hand, and the alliance between Huateng and AMD on the other.

After receiving Xu Teng's text message, Mr. Liu had no second sentence to say, and immediately replied, "I'll go over now." ā€

After Mr. Liu attended today's lecture, he had a very strong premonition that in the hearts of the leaders, Lenovo is no longer useful and meaningful, and Huateng Company is different.

Xu Teng said that Huateng Company is now a big gamble with the funds in hand, and if this round of big gamble is lost, the upgrading and transformation of China's science and technology industry will be almost lost by 1/3.

Then the central government has only one sentence to say, Huateng must not lose, it must be loaned to loans, policies to policies, and no matter how big the difficulties are, they must survive.

Huateng company in the three fields of finance, real estate, high-tech expansion, basically to the point that no side can fall, China's e-commerce, network security and services, chips, panels, storage, smart phones, communications, industrial robots, automation centralized control...... Huateng company is basically in the forefront, and even the only level that can compete with international giants.

This must be a very dangerous thing, such a big country, there is only such a company, gathering half of the industrial transformation.

Definitely don't let this company lose, if you win all, that's also terrifying.

How did Huateng develop to this point, from top to bottom, everyone is a little puzzled, incredible.

Xu Teng's feelings today are also very deep, he on the podium, the current Huateng company involved in the industry and investment scale of the roughly said, the leaders under the podium are very surprised.

No one expected that Huateng's scientific research investment was at this level.

The capital is also quite hot in the summer.

On this night, Xu Teng walked between the pavilion and the corridor of Ruilin Mansion, feeling a little regretful, it was indeed like Lao Jiang said, he said a little too much today.

Of course, there is nothing to say about this.

The leaders should check all the business plans and capital flows of Huateng Company, and basically a report can be presented very clearly.

Anyway, Huateng Company does not steal or rob.

In ten minutes, Mr. Liu arrived at Ruilin's house, shook hands with Xu Teng again, sat down to drink a cup of tea, and talked a few words.

"Chairman, do you have any bargaining chips in your hands now?" Mr. Liu just chatted a few words, and he couldn't wait to get to the point and test how much sincerity Xu Teng had in cooperation.

"Not much, when your stock price was very low, I absorbed 5%, that's all. If the cooperation is not successful, if the price is right, I can transfer it to your Legend Holdings. Xu Teng obviously has no sincerity, and he has no intention of acquiring Lenovo at all, but just negotiates with the mentality of whether he can pick up a cheap one.

This is not like he wants to merge and acquire Mengyu Group and Zhongxing Group, which have already obtained the seat of the largest shareholder in the secondary market, with no less than 20% of the equity, but only entrusted a number of institutions of the Huayin Consortium to disperse the acquisition, and have not been concentrated in the name of Huateng Company for the time being.

"5% is fine. "Mr. Liu and Xu Teng have been talking about strategic cooperation and restructuring for three years, with an average of half a year, but they actually want to pick up a big bargain.

Mr. Liu felt that Huateng Company had money and technology, and once it cooperated, it was likely to sell at a sky-high price, get a huge amount of capital injection, and get the technology patents held by Huateng Company.

For a long time, Mr. Liu's big judgment is that Huateng Company still wants to control Lenovo as a whole, and is willing to pay a sky-high price.

This was a clear miscalculation.

Now, Mr. Liu basically understands and immediately lowers the psychological price.

"After our acquisition of IBM's notebook business, funds are relatively tight, and it may be difficult to expand investment in the smartphone and server industry at the same time, so we can take the form of private capital increase to expand Huateng's shareholding in Lenovo. From 5% to 15%, or 20%, what do you think?" Mr. Liu has given a very preferential way, the most convenient way to operate.

Lenovo's current stock price is not high, and the directional capital increase according to the market price is definitely profitable for Huateng Company.

"This operation is no problem, the question is how to cooperate between the two sides!" Xu Teng roughly estimated that it was an investment of 1 billion US dollars, and he certainly did not lack this money, but if according to Mr. Liu's idea, after he controlled Lenovo, Huateng Electronics would give up the business in the server field, and Tencent Group would also license a large number of patents accumulated in the field of smart phones to Lenovo for use, which is pure nonsense.

"How the two sides cooperate depends on the thinking of the chairman, how Lenovo develops, and also depends on the decision-making of the chairman. "Mr. Liu is really still alive in the 90s.

Xu Teng didn't say anything else, only said that Lenovo's execution ability in the smartphone industry, in Mr. Liu's own later words, couldn't wake up with a hammer.

"Now this trend is obvious, companies that can't do scientific research, IT companies that can't occupy advantages in the field of research and development, basically have no value and significance. Lenovo has been doing so many years, and there is no shortage of technology, but there is no technology either. When you talked about Lenovo's technology, industry and trade and trade, industry and technology disputes, in fact, it has laid the root cause for Lenovo, yes, enterprises must first consider the market and profits, but an IT company, no ideals, no technology, only production marketing and cost control, isn't it embarrassing?" Xu Teng said frankly, he is now a bit of a stone mockery.

It's not that he doesn't admire Mr. Liu.

The key is that from the symposium at the 2006 Asian Boao Enterprise Summit, Mr. Liu first showed the idea of wanting to join the Huayin Consortium, and Xu Teng and Mr. Liu conducted seven rounds of negotiations on this idea.

Every time it is the beginning of laughter, the end of laughter, in fact, the fart has not been negotiated.

In a flash, three years have passed.

In the past three years, Tencent Group has risen from the fifth largest communication technology company in the country to the third largest, and from the last mobile phone company in the country to the largest smartphone company in China.

In the past three years, Huateng Electronics Group Co., Ltd. has successfully integrated the panel and chip industry of Huayin Consortium, and has become one of the few chip design companies, the largest chip foundry and packaging and testing company, and the largest panel manufacturing company in China.

In 2008, Taiwan's panel industry was in danger, and it was in urgent need of mainland procurement, and the central government also organized relevant work, at the last moment, Huateng Electronics Group, which integrated the panel, chip, and storage industries, suddenly took action to prevent this procurement, and finally succeeded.

This year, Taiwan's panel industry has ushered in a real winter, and many have closed down in a row.

Huateng Electronics Group is the biggest winner and has reaped the fruits of victory.

Three years have passed, and the situation has long since changed.

To tell the truth, whether to invest in and hold Lenovo Company is of very small significance to Xu Teng and Huateng Company.

"I have a lot of feelings today, one of the biggest feelings, Huateng company has indeed done too much, a little too big, I will consider a directional increase to about 10% of the shares, the two sides can carry out more cooperation on technology patents, but only that. Xu Teng finally made a decision to abandon the business plan of merger and acquisition or holding Lenovo, and abandon the merger and acquisition of Mengyang Group.

Do only one thing, integrate ZTE.

It's a difficult decision, the equivalent of leaving the gold mine undug for nothing.

It's also a good decision.

Big husband, do something, don't do something, and pay attention to everything in moderation, too much.

"That's right. "Mr. Liu is a little regretful, wrong, very regretful, I regret that I didn't make a decision a few years ago and lowered the asking price to join the Huayin Consortium, and now I have missed this village and no longer have this store.

What Mr. Liu is really interested in is no longer the so-called Lenovo Group, but the co-partner seat of the Huayin Consortium, and the old man has always felt that this position is actually tailored for him.

Even if Lenovo does not belong to the Huayin Consortium, with his status in the business community, the Huayin Consortium and Xu Teng should invite him as a joint partner, which is definitely beneficial to the Huayin Consortium.

This kind of meaning has been expressed very clearly by Mr. Liu in recent years.

For this matter, Mr. Liu privately complained that Xu Teng was not smart enough.

Now, Mr. Liu finally understands that Xu Teng is the level of the invincible seawater, he is so insidious by nature, so good at doing business in the high-tech industry, how high the style of Lenovo in the past is, and it is far inferior to Huateng Company.

Especially at today's party school symposium, Mr. Liu's feelings are particularly clear, the leaders of the first three rows and the provinces basically only plan to listen to Xu Teng's views and listen to the business plan of Huateng Company.

As for Mr. Liu...... It's actually quite embarrassing today. (To be continued.) )