Chapter 407 Risk Analysis
Although this information provides a lot of information, but only based on the description of the data, Guan Yuntian felt that he still could not make an accurate judgment on the whole picture of the battery industry, which was both old and new, and he searched on the Internet, most of which were popular science introductions, in order to have an in-depth understanding of the actual situation in this field, Guan Yuntian decided to meet Tong Wei as soon as possible.
Tong Wei is a public official, in the absence of a formal cooperative relationship between the two parties, after Ye Jiayi sent him an invitation, Tong Wei felt very embarrassed, "Old classmate, if I want to go to you, I can only use the weekend time, but our laboratory is doing a continuous experiment, and we have to work overtime on the last two weekends, so in half a month, I can't find time to go to you, or you wait." ”
Without waiting for Ye Jiayi to speak, Guan Yuntian said on the side: "He doesn't have time to come over, we can go to him, can you ask him if he can take the time to meet us on their side?"
"Tong Wei, don't be reluctant if you don't have time, if we come to you, can you take the time to talk to us?" Ye Jiayi said.
"It's okay for you to come over ----,, I can meet you after work. ”
Guan Yuntian really couldn't wait, and immediately asked the group company office to book a plane ticket, he and Ye Jiayi took a flight at ten o'clock in the morning the next day, and arrived in H City, where Tong Wei was located at noon, after checking in at the booked hotel, according to Guan Yuntian's meaning, Ye Jiayi told Tong Wei about the hotel they stayed in, and invited him to dinner.
After work, the traffic in H City was congested, Tong Wei arrived at the hotel at half past six, when he pushed open the door of the private room, Ye Jiayi and Guan Yuntian were waiting for him inside.
Tong Wei in front of him, about the same age as Guan Yuntian, is indeed not good-looking, just from the appearance, it can be said that there is nothing to want, walking on the street, absolutely no one can think that this is a famous domestic expert in the field of new materials.
Seeing Tong Wei come in, Ye Jiayi and Guan Yuntian stood up at the same time, "Old classmate, welcome!"
Ye Jiayi took a step forward, took the initiative to shake hands with Tong Wei, and continued: "Let me introduce you, this is Mr. Guan, chairman of Changda Group," and then turned to Guan Yuntian, "Mr. Guan, he is my old classmate Tong Wei." ”
Guan Yuntian stepped forward and shook Tong Wei's hand: "Fortunately, welcome!"
Ye Jiayi motioned for Tong Wei to sit down at the position of guest of honor, and asked half-jokingly, "Well, should I call you a professor or a researcher, or an administrative position like a laboratory director?"
"Ouch, what do we pay attention to between us, how good it is to call him by his name!"
"Mr. Ye and you are old classmates, you can call him by his first name, because you have a graduate student, I will call you a professor, right?" Guan Yuntian said.
"Mr. Guan is casual, I really don't care about this. ”
Guan Yuntian handed the menu to the guest, "Professor Tong, please order." ”
"Mr. Guan, I'm a complete layman for this, or you do it for you, in terms of eating, I don't pay attention to anything. Tong Wei excused himself.
Guan Yuntian handed the menu to Ye Jiayi, "Mr. Ye, why don't you represent it all, we all listen to your arrangement, but the grade can't be lower." ”
Ye Jiayi didn't shirk either, and quickly ordered six dishes and one soup, "What to drink?"
"Professor Tong, can you drink some liquor?"
"Have a drink, but I'm not strong enough to drink, one at most. Tong Wei is also welcome.
"Okay, give us Feitian Moutai. "Guan Yuntian to the service
commanded.
Today's occasion, naturally, will not focus on drinking, this point, the three of them are very clear in their hearts, Tong Wei is neither familiar with nor interested in wine culture, Guan Yuntian is used to the set of routines on the wine table in his circle of friends, here is not practical at all, so from beginning to end, the guests and hosts put drinking in a secondary position, and mainly talk to each other.
While waiting for the food to be served, Ye Jiayi first introduced the topic, "Tong Wei, we are in a hurry to meet you, we want to have an in-depth understanding of the things mentioned last time, you are an expert, we want to hear your opinions." ”
Tong Wei did not rush to answer Ye Jiayi's question, but asked, "Can you introduce the situation of Changda Group?"
Guan Yuntian gave a general introduction to the history and current situation of Changda Group, "We are a private enterprise, but we have implemented the shareholding system reform, and all aspects of management are relatively formal among domestic enterprises. ”
"Changda Group started with the traditional manufacturing industry, developed to a certain stage, and decisively broke away from the traditional manufacturing industry, and actively sought industrial upgrading. The company's two main businesses, one real estate development and one auto parts manufacturing, are both popular industries, why should they develop into high-end manufacturing?"
"The new economy is good, high-end manufacturing, specific to a certain industry, there is always a time when the market is saturated, the so-called people have no foresight must have near-term worries, although we are now doing well in real estate development and auto parts, but for the real estate industry, we always have a clear understanding that this industry can not always develop at the current speed, and at a certain time, we will choose to take the initiative to withdraw from this industry. As for auto parts, now big cities have begun to restrict vehicles, this industry is not as glamorous as the outside world thinks, even if it can continue to do a number of years, Changda Group in the high-end manufacturing industry only one auto parts, is far from enough. Guan Yuntian talked eloquently.
"Not to mention, your Changda Group is really related to the automobile industry, from the earliest cord cloth, to automobile tires, oil refining and petrochemicals, to the current auto parts, if you will be involved in the power battery of new energy vehicles in the high-end manufacturing industry in the future, it will have an indissoluble bond with the automobile industry!
"If you want to say that there are plans for a long time, some projects may have been planned, but most of them still go with the flow and develop naturally. Just say that the power battery of this new energy vehicle, I didn't even think about it before, who knew that Mr. Ye mentioned our new project plan to you, but you denied it, but recommended this project to us, is this a coincidence? Just like you said, we really have an indissoluble bond with the automobile industry. Guan Yuntian also found it very interesting.
Naturally, the topic was led to the purpose of this meeting, and Ye Jiayi took the opportunity to ask: "Tong Wei, about the power battery project, to what extent has your technology developed, and what level is it at home and abroad?"
"We have not studied power batteries in our laboratory, but we have been engaged in the research of new materials, and we have dealt with this industry a lot, and we have a lot of understanding of this industry, because several new materials used in batteries are related to our technology. ”
"That is to say, if we really want to get involved in the power battery project, we have to cooperate with other units?" Ye Jiayi said.
"Not necessarily, but whatever you want, because another laboratory of our research institute is engaged in the research and development of power batteries. ”
"Professor Tong, just now I mentioned that the new materials you are researching are used in the manufacture of various high-energy batteries?" Guan Yuntian said.
"Yes, actually new materials that we are working on
It is to improve the performance of domestic high-energy batteries. ”
"What are the main aspects of the new materials you are talking about?"
"These include solid electrolytes and battery separators, which account for the vast majority of battery costs. ”
"Mr. Ye, since Professor Tong's research institute has both high-energy battery production technology and research and development of main raw materials for batteries, it is better to cooperate with them, what do you think?" Guan Yuntian said.
"It's easy to work with a unit, but there are a few questions that need to be asked from old classmates before we talk about cooperation. Tong Wei, you are an expert in the industry, in your opinion, how big is the market potential of high-energy batteries, and what is its application prospect in the field of environmentally friendly vehicles?" Ye Jiayi said.
No matter who it is, the research results can only be meaningful when they are finally applied to actual production, and can also reflect the value of scientific research results. Seeing that the other party had the intention of cooperation, Tong Wei was immediately encouraged, "Jiayi is polite, about the problem of high-energy batteries, please don't dare to ask, talk about my opinion, just for reference." ”
Tong Wei first talked about the use of high-energy batteries, and then talked about its market potential, in fact, these contents are basically written clearly in the materials he passed to Ye Jiayi, he continued: "As for the application prospects in environmental protection vehicles, I think it is the trend of the times, even if environmental protection is not considered, fossil resources are limited after all, and when fossil resources are exhausted, people can not use cars, right? To sum it up in a once popular saying, the future is bright, and the road is tortuous. ”
"Why is it still difficult for electric vehicles to popularize such a good thing, and what are the reasons for the promotion of electric vehicles?"
"In my opinion, there are two main reasons, the first is technical, the current battery manufacturing technology, so that the battery cost is too high, the price of the whole vehicle remains high, although the low cost of use after the purchase of the car will offset the cost of the car, but the cost of buying a car is too high, which will eventually affect the enthusiasm of consumers to buy a car. The second is social problems, not to mention that there is no cheap battery manufacturing technology now, even if there is, I am afraid that the relevant departments will not promote the application with great fanfare, you think, the refining and petrochemical industry involves the employment of millions of people, and it is also related to the economy of the relevant regions, this industry involves the interests of hundreds of millions of people, if the entire industry goes bankrupt, what will happen to these people?" Tong Wei analyzed.
"Doesn't this situation mean a risk?" Ye Jiayi asked.
"This is not the same as the situation of solar energy, which is not called a risk, because the general trend is that the amount will be more and more, the market will be bigger and bigger, even if how many years later, electric vehicles are fully popularized, this battery will become a pure auto accessory, and at a certain time, it needs to be replaced. Cars will always be there unless they disappear from the world. ”
"High-energy power batteries and the refining and petrochemical industry is actually a competitive relationship, as you just analyzed, if the relevant departments in order to safeguard the interests of the refining and petrochemical industry, prevent the popularization of new energy vehicle companies, what will be good?" Guan Yuntian said.
"The situation that Mr. Guan is worried about must exist, and any replacement of the old and new things cannot avoid the obstruction of the old forces to the new forces, but the pace of historical progress cannot be stopped by anyone. It is the general trend for new energy vehicles to replace fuel vehicles, and the only risk is the speed of development of this trend. ”
Guan Yuntian pondered, "Professor Tong's analysis is very reasonable, this kind of high-energy battery in addition to the car, there are many other uses, the analysis of project risks, can not only consider a single use, if other favorable factors are taken into account, the risk may be much smaller." ”
vertex