354 Ambitions of the automotive industry
Zhou Jiayang replied: "Yes, the name of this company is Yanjing No. 1 Machine Tool Factory, which is the largest machine tool factory in Yanjing City and even North China. ”
"Milling machine? What about other machines? Chen Zhiwen asked, he actually doesn't know much about machine tools, but he probably knows the type.
"Basically, it seems to be a deliberate arrangement before the change, but I've heard that we're starting to work on other machines now." Zhou Jiayang replied that after being in China for so long, he also knew that the domestic economic model before the reform was made, that is, the superior distribution, and the lower part was only responsible for production, because different places were good at different technologies.
"How big is this company?" Chen Zhiwen asked.
"It's very big, with nearly 10,000 employees, an area of several hundred acres, there are several factories in Yanjingjing, products, basically not worried about selling in China, and the annual sales are also several hundred million, I haven't been there, but it is roughly estimated that if we want to invest, at least tens of millions of dollars must be invested in, and this kind of company, the status in the country is very high, it belongs to the central enterprises, and it is a joint venture, I am afraid that the consent of the mainland central government is needed." Zhou Jiayang said.
"In other words, we need to take the initiative to talk to the mainland about this?" Chen Zhiwen asked. Before Chen Zhiwen's company's investment in China, except for the agricultural canned food procurement plan in cooperation with his uncle, the others were basically proposed in China.
"Yes, and even if we take the initiative to apply, the mainland will not necessarily agree, and even if they want to cooperate, they will also want to cooperate with peers with certain technology to introduce technology." Zhou Jiayang said.
"It's not a problem, find a company with a decent scale from Europe, America or Asia, communicate with local investment banks, and we can buy it at our expense, so that we can have a joint venture with a domestic machine tool factory?" Chen Zhiwen thought for a while and said.
"In this case, it is naturally okay, but in an area that we are not good at, buying an overseas company, just to cooperate with China, I am worried that this investment will not pay off." Zhou Jiayang said with some hesitation. After accepting the task of localization of auto parts, he originally thought that he only needed to find a suitable manufacturer and then invest in foreign exchange funds to introduce overseas equipment, but after really participating, he found that the gap was huge, and the best way was to buy ordinary processing equipment in China, and at most the equipment with higher technology was imported.
But in this way, from supporting the first-tier suppliers (direct suppliers of automobile factories) to supporting second-tier suppliers (suppliers of first-tier suppliers), and even supporting equipment, the investment in this requires not only a lot of money, but also a lot of energy and resources.
"Here in Hong Kong, I remember there is no such company, right?" Chen Zhiwen asked again, although he has never cared about this field, if there is a scale that is okay, he should have heard of it.
"There are no in Hong Kong, but there are a few in Wanwan, but the level is much worse than that of Europe, the United States and Japan." Zhou Jiayang said.
"Then give priority to the acquisition of such companies from Wanwan, the domestic side, in fact, there is no need for very sophisticated processing equipment, at least we rarely need it on the car, there is a real lack of direct purchase of this high-precision machine tool, we need to solve the general shortage." Chen Zhiwen said.
Don't say now, that is, 50 years later, when the domestic economy develops to the extreme, high-end machine tools are still a vacancy, however, in any industry, the largest market is the general demand, high-end demand is very small, in the automotive industry, in addition to a few parts such as engines and transmission shafts, this kind of high-precision equipment may be needed, and others, basically do not need.
"Okay, then I'll arrange for someone to go to Wanwan to try." Zhou Jiayang nodded and asked again.
"Well, other problems are also similar ideas, all the purpose, is to take some domestic companies as the basis, Hutchison to participate in investment, if these companies can meet the conditions of AMC as long as the foreign exchange situation, then it is naturally better, if not, then see if you can change to other homes, or not, Hutchison needs to personally participate in it, such as buying similar overseas companies and then providing technical cooperation, but this is limited to industries with greater development potential, if more general industries, Then just buy some patented technology. Chen Zhiwen said.
"Okay, I understand." Zhou Jiayang nodded, at this moment, he already knew that his boss was committed to the localization of AMC auto parts, that is, to build the industrial chain at all costs, which is also very difficult, but if it is really established, the follow-up domestic economy has developed, and the demand for automobiles has increased, then these investments will return richly.
"By the way, give priority to factory cooperation in Yanjing City, if you really don't have it, then pick Shanghai, Guangdong or the big cities of various coastal provincial capitals." Chen Zhiwen also said that at present, many of the domestic factory layout are still in very remote places, which is for national defense and security considerations, but from an economic point of view, it is too much of a loss, the domestic road itself is not good, and there is a shortage of trucks.
"Okay." Zhou Jiayang nodded, he understood what the boss meant. He also said: "There are some more complex parts, such as engines, steering systems, transmission systems, etc., which cannot be done at all in China or cannot be done well, I discussed it with the people of AMC, and they mean that these can only be localized in the end, because the investment is very large, and it takes a few years to see the domestic market situation." ”
"Okay, no problem, localization, it's not about all localization at the first time, step by step." Chen Zhiwen nodded and said, this kind of big investment, which can be localized by 50% within 5 years, is very successful, but the most complicated will naturally have to wait until the end.
"In this case, in a short period of time, as long as the AMC side passes the review, I can promote Hutchison to start a large number of joint ventures with some domestic factories, and the remaining question is whether there will be any more problems after the joint venture company purchases overseas equipment and patents." Zhou Jiayang said that the boss is willing to spend money, so at least the early stage of things will be really much easier.
"OK, Hutchison's investment in China, in addition to infrastructure, we need to focus on these, we don't need to go down in person, just indirectly participate in the automotive industry with funds, and just do professional things." Chen Zhiwen paused, turned to Lei Shengli again, and said with a smile: "Old Lei, guess what you are doing today?" ”
"It seems to be related to the automotive industry, and Midea also has a subsidiary that makes auto parts, so Chen Sheng is ready to let us invest in China?" Lei Shengli asked.
At the beginning of its establishment, Midea acquired the then global electronics, through this former platform, entered the auto parts industry, for Japanese cars to provide the center console of the radio, follow-up, the boss also personally went overseas to acquire a well-known German brand company, with the company's technology, into the field of automotive air conditioning and refrigeration, originally, including Lei Shengli all the top management of the United States believe that auto parts will be one of the company's key businesses in the future, but unexpectedly, the rapid expansion of Midea in the field of game arcades and electronic consumption, Although the growth rate of the auto parts business is also very fast, it is too far behind in comparison, and it is estimated that many Midea insiders are about to forget about this auto parts subsidiary.
"Yes, Midea's existing proficient motors and air conditioning refrigeration can also go to China to build factories, but this is just a small thing." Chen Zhiwen said: "My hope for Hutchison is that it will use a lot of capital to support the growth of domestic capable companies, and then benefit from it, but Hutchison itself is not involved in the manufacture or research and development of auto parts, because it does not have the ability."
But I hope that Midea can focus on participating in the research and development of various high-tech component technologies, just like Bosch in Europe. ”
"What does Chen Sheng mean by letting Midea be a supplier of various high-end technologies?" Lei Shengli asked.
"Yes, I don't let Hutchison participate because in the field of traditional automotive technology, most of the patents are basically monopolized, and outsiders can't have the opportunity to get a piece of the pie, even if Hutchison has sufficient funds and there are many potential talents in China, it can't be done, because patents basically can't be bypassed." Chen Zhiwen said: "But the current society, with the development of electronic technology, has given us a good opportunity to break through, because the car, sooner or later will also add a large number of electronic control systems, electronic enjoyment configuration, comfort configuration, etc., these, whether it is BBA or Toyota Volkswagen, are not yet realized, or even if they are realized, now it is just the beginning of the research, traditional parts companies, there is no advantage, this line, everyone is about the same, this is our opportunity." ”
Don't say that Chen Zhiwen's funds, that is, so many domestic automobile giants and the country have invested a lot of money in research and development, market promotion, but in the end it is still unsuccessful, traditional car brands strictly control the technology patents of the three major parts of the car (engine, gearbox, chassis), many domestic manufacturers, want to bypass, it is too difficult, it has lasted for nearly 40 years, and the domestic automobile brand has barely caught up with the international well-known brands in the field of the three major parts. Of course, China has seized the opportunity of electric vehicles, which is another matter.
"Developing electronic components in automobiles? Can Mr. Chan give me some direction? Lei Shengli thought about it and asked, this truth is actually very simple, with the development of electronic technology, many industries will change, such as many automated factories began to become more and more popular, and various factory safety facilities are becoming more and more perfect, then, electronic technology that can be used in the common industrial field must also be used in the field of automobiles that human beings have achieved great success, but because the essence is different, the direction is not the same, which requires a lot of effort to study what kind of electronic technology is needed on the car.
"The simplest, let's talk about the air conditioning system and radio that we are good at, the current air conditioning of the car, are manually controlled to switch the air volume, and the air conditioning control at home is completely different, so can it be the same as at home, set a temperature, and then the air conditioning itself controls the air volume, which can not only save fuel, but also make everyone in the car more comfortable, and even we can use two sets of controls in the front and rear of the car, because in fact, when the air conditioning is turned on, the front driver will be cold, and the rear driver will be hot, If we can control the air volume of different front and rear air conditioning outlets according to the different temperatures of the front and rear seats of the car, so that the whole car is very comfortable in all places, and can also ensure the quiet air outlet, wouldn't it be more perfect? Chen Zhiwen said with a smile.
According to the temperature in the car, to control the air conditioning, in fact, as early as the 60s, after all, a little vision of the company will think of this, General Motors is the first to install this control system on its own high-end cars, and some big brands have followed up, but this is just a very rudimentary control mode, that is, similar to the air conditioning at home, set two temperature high and low points, when the temperature in the car is higher than this point, the air conditioning starts, below this point, the air conditioning is turned off, and the car has been guaranteed to be in this temperature range, These two temperature points cannot be set very small, because the temperature inside the car changes too quickly, and if it is set closer, the air conditioner will inevitably start and stop frequently, causing a more uncomfortable feeling.
If you want to be comfortable, you must have a certain amount of computing power, the chip keeps the mobile phone signal, and then control the air conditioner, this is the ability in the field of electronic technology, the current electronic chips, has been able to do this, but car companies are traditional companies, plus the replacement of auto parts is also very sensitive, car factories have been focusing on stability, so, all kinds of changes are very slow, or rather, leeks are used to cutting, even if there is a good function, it will slowly squeeze toothpaste like a launch.
And if you want to develop and grow in this field, you must be more involved than others.
"However, there is no way to make a car air conditioner into an inverter, and it is a bit difficult to stabilize the temperature inside the car with a fixed-frequency air conditioner." Lei Shengli thought for a while and said.
"But the clutch can, it can be controlled by the solenoid valve, and the solenoid valve can be controlled intermittently, and it will be developed in this direction." Chen Zhiwen said. Limited by the power source, there is no way to make a car air conditioner into a frequency conversion, at least not on fuel vehicles.
"Clutches, solenoid valves, these are not what we are good at, if you want to develop them, you need to start from scratch, or buy related companies." Lei Shengli said.
"Engage in this kind of research and development, it is like this, very costly, time-consuming, can be acquired on the acquisition, European and American companies, as long as it is not a top local enterprise, we are not difficult to acquire, besides, we have been doing the simplest car air conditioning, it is impossible to make it bigger, you can't fight the traditional giants, if you want to become bigger and stronger, you must develop in the direction of parts assembly, the temperature control system of the entire car, by us to do, so as to gain a firm foothold in the field of auto parts." Chen Zhiwen said with a light smile.
In fact, any research and development requires a huge amount of money, resources and time, and Midea was an exception before, because the various games provided by Chen Zhiwen are all hits, and even the personal computer also provides the concept of split computers and several office software that are bound to be hits, so it makes R&D very simple, because the direction is correct.
Let's talk about games, how many big electronics companies in the world, after seeing the dividends of the United States, also want to enter the market, but there is no direction, can only keep trial and error, but also need to develop their own market, as a result, millions or even tens of millions of dollars invested in, and encountered the sales of the red beauty of the game, all of them were lost, this kind of investment, even if it is a large and medium-sized electronics company, two or three times in a row, it is unbearable.
Nowadays, Midea has made huge profits by relying on video games, and the personal computer market can also get a piece of the pie in the future, and Chen Zhiwen's main business has also officially entered the automotive industry, so Midea's mission has added a new field, taking advantage of the development of the electronics industry to enter the auto parts market.
In this industry, automobile giants or auto parts giants lack a large number of electronic talents, or there is no awareness of this at present, and electronic company giants, how can they have time to enter the automotive field? The electronics market is a bigger blue ocean, and even car companies want to poach people in this area, they have to compete with the electronics giants led by Silicon Valley, which is not a small cost, and the automotive industry itself has been stable for decades, and various innovations are also very slow.
Midea can now be said to have a strong first-mover advantage, but no matter how first-mover, the research and development of this kind of technology is also very difficult, which will inevitably require a lot of investment, but this is not a big problem for Midea, which is not short of funds.
"I understand that as long as we can develop a complete set of internal temperature control systems for automobiles, we can use this to gain a large market share." Lei Shengli nodded and said, although the profit of auto parts is certainly far less than that of electronic consumer products, but the market size is very large, and the automobile industry, as long as it can take a small part, the scale is in US billion US dollars.
"Yes, how to accurately temperature, you need the ability of electronic chips, this is our specialty." Chen Zhiwen nodded and said: "However, the air conditioning assembly is just an example, such as the radio, we can find a way to develop the entire center console, with this center console as the core, control all kinds of small electronic parts in the car, such as fans, heating pads, window appliances, etc., this is also a way of thinking." ”
PS: I read that the comment area says that it depends on the protagonist to do industry, not financial real estate, but why does my background show that the chapters involving financial real estate have very high subscriptions, and the chapters involving industrial technology have fallen terribly.
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