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Baidu makes a car? Self-demand Dofu / Self-search

The share price rose, on December 16th, Baidu stock price increased by 13.83%, set a new high since April 2019, returned to 60 billion US dollars. On;

Foreign media reported that Baidu is considering production of its own electric vehicles, and has negotiated with Geely Auto, Guangqi Group and FAW Group, or forms a joint venture with most equity. Enterprise, but no agreement has been reached.

Obviously, many people will intermod with each other as a confirmation and answer.

Baidu product? Self-demand

Foreign media reported that companies gave their own replies, as in the past, there was no answer.

Baidu responded to quot; not comment on the market quot ;; Geely Holdings regularly responded; do not respond to the market rumor to reply to quot ;; Guangqi represents quot; and Baidu form a strategic partnership, any further deepening Cooperation needs to be determined. QUOT;

FAW, no response.

Does Baidu want to make a car, Baidu really wants to make a car? These are not important. In the past 30 years, there have been countless enterprises, or have been across the automotive industry, and finally nine dead. Of course, it is not an opportunity. After all, it is purely discussed from the bloodline, the BMW of the car, the BMW of the propeller blade, can also be considered a cross-boundary.

Further, today’s Xiaopeng, Wei Si, Ideally, it is also a more famous person, but they are not successful. In the case, how long, how long it takes, everything needs time to test.

In short, the conclusion is very clear, many years ago, cross-borders can, such as the war, such as the entire industry or a sun industry; cross-border car in China is basically dead Jiji, except for a Geely car; now is a good time to try, because there is a better style, Xiaopeng, Wei, Ideal, I also stand in the market, there is also a cross-border entry of the real estate cross-border. ,wait wait wait.

At least, today’s era, give some car collarsEnterprises outside the domain, opportunities to enter. But for Baidu, how many?

Baidu in the transformation? Baidu for fighting?

China Internet’s first echelon, for a long time belongs to BAT, 2005, Baidu market value of 2.1 billion, Tencent 1.9 billion, and then Yahoo has exchanged the 40% of the Shares of Alibaba with $ 1 billion, so that it is estimated $ 2.5 billion, more than Baidu and Tencent. Since then, BAT states begin to spread widely.

However, since 2005, the birth of a new challen head / US group / drip behind Bat, from 2005 to the present, B It has become more weaker, it can find the next type, but it is always not in the correct point in the implementation and outcome.

From the earliest, Search engine, Baidu has lost each air outlet: Weibo era = no layout, the game era = Tencent is the first, the Internet era = Tencent and Ali Time, mobile ecology = Baidu smashed, mobile social = no Baidu, Internet content era = no Baidu too much thing, the winner is the headline, and now the cloud, AI, big data, new winners Ali, Tencent, and Huawei.

In short, if you simply understand the things you have done in recent years, use the same standard, you will look at Baidu in the same point, it will find that it is always the weakest in the first echelon. One, its core business does not have a special expansion, and the consistent core business is still the search engine.

Then, returning to the main contradiction point of this article, Baidu’s car. This is what it is currently the core business, and there are not many projects that have a certain advantage in the same industry because it has an automatic-related license because it has a database because it has an algorithm.

Ali is a grab posture in the automotive field, but because of the problem of leadership, Zebra runs more slowly, and the other side does not achieve the advantage of intelligent networks, and there is no vow to achieve the open vows in the industry. It is mainly within the SAIC Group in the SAIC Group;

Tencent and Baidu entered the automotive fieldIt’s more late to Ali, but subsequent efforts is more strong. Tencent currently has a good share in the smart network, respectively, with Chang’an and Guangzhou Automobile, as well as the relevant joint venture.

Baidu although in the automotive field, although compared to Ali is late, its cooperation depth is more larger than the two, this is not because it is obvious in the vehicle network, but because it is automatically The driving area has the corresponding forward-looking layout and data accumulation.

In accordance with Baidu latest data, Baidu Apollo and more than 70 car companies 600 models are unified, and Apollo high-precision maps include Honda, Guangzhou Automobile, Great Wall, Beiqi, Yulai, Weima, etc. At the same time, more than 30 car companies such as Beiqi, BYD, BMW, Ford are Baidu Apoll OEM ecological partnership partners. Relatively speaking, the number of 1 million small os mass production is very looked very large, but the actual market share is not obvious compared to its human advantage.

Automatic driving site, accurate map, automatic driving test license, big data, this is Baidu’s car business related compared to Ali, Tencent, headlines, US groups, but also more advantageous parts. As a result, it is also a more depth partner between the vehicle enterprises. And that all, it is necessary to build on one basis, quot; Baidu does not make CheTeration ;.

Baidu couldn’t be like a free, Xiaopeng, ideal, the car

If Baidu really wants to make a car, it is best to be like Huawei, from hardware, software, cockpit, ICT In the field, it is cut into the core business, because it is inherent, it can’t be like Xiaopeng, Wei Si, and ideal.

Xiaopeng, Wei Si, ideal is currently in the market, there is a priority premise, the Internet thinking, this makes them the uniqueness of thinking, can be fun, can be good service, It can be a technology flow, which is precisely with vacancies in the current market demand in the market.

In Baidu Calendar, it has not given sparks on the head of the Internet, which has not given a spark on thinking, more for conservative and old, moreMulti-to-traditional business style.

Of course, this is a relatively unreal side. There is another point in that Xiaopeng, Wei, Ideal, etc., the time nodes in the game are better, and the time of the initial development of intelligent electric vehicles, the market is expected, the market space has, and the capital market capacity is also available. But now, it is already two status quo.

Another point is that the birth of Xiaopeng, Wei, Ideal, etc., is in the stage of its career, and the existing business has risen and maintains a stable share. It has funded the automobile industry. After the relevant reserves, the transition force is performed. Baidu, the progress of the actual core business is not good, it is already in the bottleneck.

The rising period entered the transformation of the transition and the process of demanding the transformation, both of which are obviously two states and moods.

In addition, Baidu is carried out in a conventional manner, it will directly face quot; from partner to competitor quot The identity transformation. In conjunction with its OEM partner, there is no living space in the passenger car market.

It can see the future of Baidu to make a car in front of you, in fact, there is only capital injection, or as Huawei is the top supply, two roads.

Write in the last:

In the past ten years, Baidu’s development process is not excellent. The problem of playing in front of it is to seek a new way out. After all, the core user has expanded Ali, Tencent.

In 2011, Baidu had transcended Tencent (44.6 billion US dollars) that had been invested in China Internet Corporation in $ 46.24 billion, but in just a few years, Baidu market value is not only Ali, Tencent is behind him. , It is also chased by Jingdong, US Mission, etc..

Li Yanhong said quot; search is all secret quot of Baidu success; and the surrounding ads is Baidu core profit point, Baidu’s core search business is facing more severe problems – each app Search for flow entry. At the same time, in the search quality quot; Wei QuoT; After the incurs, Baidu has become the sky.

A few years ago, Baidu proposed ALL IN AI’s strategic layout, and Baidu launched voice intelligence dueros and automatically driving Apollo open platforms. Its core search business is subject to today’s headlines, e-commerce, small red books and other impacts that can not reverse them, can only bet on Apollo automatic driving, dueros and other layout.

You will find that this is not. Baidu is like a car? Need to change all the issues from DNA to the surface, to solve the problem from partner to the opponent, which can only ask Du Fu.

Good to do technical service providers, or mixed commercial car circles?

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