Chapter 884: Visiting Lu Mo
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"Do you really think house prices are going to fall?"
Looking at Lu Rui, Huang Bowen still asked a little strangely. Pen & Fun & Pavilion www.biquge.info
Lu Rui shook his head: "It's not that it will fall, but the state will definitely regulate it, don't forget, what is the current housing price, and what is the income of the masses, under this disproportionate housing price, do you think it will not be seen above?"
Huang Bowen was silent, the realm determines the vision, although he does not have Lu Rui's natural prophetic sense, but the long-term ear and eye exposure in the upper echelons makes Huang Bowen's vision equally keen, Lu Rui just reminded him, he immediately thought of some things that his father has been talking about recently, nodded and said: "It seems that listening to you is really right, hehe, say, what do you want me to do?"
Smiling slightly, Lu Rui said slowly: "What do you think of the auto industry?"
"Qimu?" Huang Bowen was stunned for a moment, and then shook his head and said: "I'm afraid your idea is not very good, I have already asked someone to do a survey, since the beginning of this year, the automobile Mou Fengchang has entered a period of consolidation, the first 8 months of the automobile market transactions were thin, and there was the lowest year-on-year growth rate in many years."
Stopped, he turned around and went back to his room, and after a while, he handed a report to Lu Rui and said, "Look at this, this is what my subordinates handed in the day before yesterday."
Lu Rui smiled, opened the report, and saw a detailed analysis of the recent situation of the domestic automobile market, and believed that the current narrow sense of passenger vehicles is growing steadily, and commercial vehicles are declining slightly. The nature of consumer goods in the narrow sense is highlighted, and it still maintained positive growth in the first 8 months: affected by macroeconomic contraction, commercial vehicles such as heavy trucks and light trucks have seen negative growth: automobile exports are the bright spot, and it is expected that sales can reach and exceed the highest z year in history, but the country is more risky.
The auto group has changed its commander in a centralized manner, and the auto mou market has ushered in a new competitive pattern. In the first three quarters of the year, three of the top executives of the four major auto groups have achieved personnel changes, which indicates that the auto mou market will usher in a new competitive landscape.
So far, there has been no upward inflection point in the market. The increase in the energy-saving subsidy standard in A month prompted consumers to buy Mou in advance, thus overdrawing the sales of Mou in the old month: the price of medium and high-end Mou in the A quarter has not yet bottomed out, and there will be no fundamental change in policy control, and the impact of the withdrawal of the stimulus policy in the old year is still being digested. It is expected that the annual sales of automobiles will be 10,000 units, and the annual growth rate will be lowered from Anhui to 4.9%.
Half an hour later, Lu Rui had already finished reading the report, and said with a slight smile: "How credible do you think this report is?"
Huang Bowen was stunned for a moment, looked at Lu Rui and said puzzledly: "What do you mean, this is also a problem?"
Lu Rui waved his hand: "I'm not saying that there is a problem with this report, but that he is too one-sided." Whether it is you, me or others, it is clear that in the next 20 years, the automobile industry will always be one of the pillar industries of China's national economic development, and will always maintain a high development rate, right? ”
Huang Bowen nodded: "That's what I said, you know..."
Lu Rui shook his head slowly, interrupting him: "Although the sales profit of the whole Mou will show a downward trend, the after-sales service market related to the auto Mou will inevitably show an upward momentum."
"After-sales service market?" Huang Bowen was stunned for a moment, and then his face suddenly changed.
The follow-up service market refers to the business opportunities caused by all the expenses incurred by consumers in the car from the date of purchase to the date of scrapping after a certain number of years, which is called the aftermarket.
And the follow-up cost of this series will definitely not be a small amount, Huang Bowen himself has Mou, and naturally knows that it is usually a lot of money just to do maintenance, beauty and decoration for these Mou, plus things like Mou risk, this is really the same as Lu Rui said, it is a big blank market.
Looking at Lu Rui, Huang Bowen said, "You mean, you want me to do this?"
Lu Rui nodded: "There are more and more people in our country now, but compared with the ownership rate of the auto mou, the service of the follow-up market of the auto mou has been hovering at a low level, and the supporting services around the use of the auto mou, such as repair, maintenance, decoration, etc., are lagging behind, and the service market is not fully developed." At least one point, many people drive Haomu, but they don't know where to go to do maintenance for their Aimu, for those who regard Mou as their life, this is equivalent to their children can't find a school. ”
Looking at Huang Bowen's slightly surprised eyes, Lu Rui said lightly: "You know, now the main body of buying Mou is a private Mou for home, and private Mou is still close to luxury goods in China, when people have their own Aimu, just like owning a house, they will undoubtedly care for it" The concept of "three points of repair, seven points of maintenance, will undoubtedly make the after-sales service market of Mu Zi a huge cake, and the profits are absolutely unimaginable." ”
Huang Bowen was silent, Lu Rui's analysis was reasonable, and it could be said that he outlined a beautiful blueprint, but he still had some doubts.
"I admit it, what you said makes sense, but have you thought about it, once we intervene in this industry, we will inevitably face the problem of following the trend, although I don't know much about the after-sales service of the automobile, but according to what you say, the investment is not too big, not to mention anything else, those auto Mou city can provide a full range of services from repair, beauty, maintenance, modification, which is not the same competition for us?" Huang Bowen said slowly after a while.
Lu Rui smiled calmly, nodded and said: "This is one thing, but you also have to take into account that many people don't see the importance of specialization and branding at all, and their production and operation are difficult to form a scale, and they always stay in the low-level repetitive construction and homogeneous competition of 'small fights and small fights, fighting for themselves, and fighting separately." Moreover, the imperfect marketing system, insufficient cost advantages, and lack of professionals are all their disadvantages. What you have to do is to make the entire after-sales service market bigger and stronger, and form a group and chain model effect. ”
Huang Bowen nodded: "When you say that, I'm a little interested."
But what does this have to do with your Renqing City? If I want to invest, at most I can set up my headquarters in Renqing, which doesn't seem to make a big difference? ”
Haha laughed, Lu Rui waved his hand and explained: "You think too much, I just give you an analysis of the prospects of this industry, if you invest in Renqing City, I suggest that you engage in a building materials market, well, similar to the kind I did in the province, after all, we have a lot of construction projects in Renqing City, plus it is relatively close to Hai'an City, if there is a building materials sales center, there will definitely be a lot of development, the most important thing is that even if the state regulates the real estate industry, it can continue to build houses, Those who engage in building materials will not suffer anywhere. ”
Shrugging his shoulders, Huang Bowen said: "Since this is the case, then I will listen to you and call someone to talk about investment tomorrow." The matter of the after-sales service market of the automaker, I asked the people below to study and study, and get a plan out, if it is like what you said, I will really mix it with a well. ”
Lu Rui smiled: "Whatever your mood, by the way, remember to call more people tomorrow, this time our Renqing City is arranged in a remote corner, you have to support me to support the scene."
Rolling his eyes, Huang Bowen said: "Please, you're too much, let a few of them come over, and the co-authoring is here to help you?"
Lu Rui nodded: "Of course, I naturally think of you where there is money, besides, this matter will not let Ruolan come back, right?" I heard that some time ago, you had a few pounds) scraped together a sum of money and formed a hedge fund with her, saying that she wanted to get a vote overseas, and if she came back at this time, in case she lost money, I didn't care. ”
Huang Bowen was speechless, Lu Rui was not wrong at all, in fact, both he and Lu Rui knew that the two of them had said so much, for Huang Bowen's career, whether it was Qimu after-sales service or the building materials market, the profits obtained were only one percent or even less of his current assets, and with the help of Lu Rui over the years, Huang Bowen and Tang Xiao and others had already made a lot of money in the capital financial market with the help of Lin Ruolan's overseas investment company. If the so-called domestic rich list really wants to be ranked, these guys must be on the list, even Bao Heng, who only does entertainment, has become a famous tycoon in Southeast Asia, not to mention them.
The reason why the domestic business is still retained, on the one hand, is because of the need for the existence of some physical enterprises, and on the other hand, it is out of the consideration of identity, after all, everyone's background is from the family of the official eunuch, once it is spread out and there are billions or even tens of billions of funds, the impact on the family is not good.
After discussing with Huang Bowen, Lu Rui got up to say goodbye, because next, he had to visit a very important person.
Leaving the hotel where Huang Bowen lived, Lu Rui looked down at his watch, it was already more than ten o'clock in the evening, shook his head, and immediately dialed the phone number of Lu Mo, secretary of the Provincial Commission for Discipline Inspection.
Lu Mo was eating with a few people, and when he saw Lu Rui's phone, he smiled and said, "I'm eating out, you have time to come over."
Lu Rui said in his heart I have eaten it once, and I will definitely have to hold it up if I go to eat, but he can't say this, after all, when he arrives in the provincial capital, there is no reason not to visit Lu Mo, the big man of this faction, and smiled bitterly Lu Rui said: "Is it convenient for you?"
The identity of the person who can sit and eat with the Standing Committee of the Provincial Party Committee is definitely not ordinary, so Lu Rui naturally wants to inquire first.
Haha, Lu Mo replied, "Don't worry, there are no outsiders." After saying that, he reported an address, and then hung up the phone.
Putting down the phone, Lu Mo smiled at the two people sitting opposite him: "I asked Lu Rui from Renqing City to come over for dinner together." To be continued