If the year’s opening year, there is a big pilot message, melon, and it is actually a good thing. Because, the more melons, it means that this industry is not too the same, the more melons, meaning that there is a new rules and gameplay in an industry, to continue to change.
Melon, always releases the signal you should, let people who can understand, let people who don’t understand or have nothing to do, eat.
Ms. Zheng, there are some things that have been released in the Chinese entertainment circle, and there are many heavy news, such as global lack of core, and the major cars have reduced production, but BYD It is not only enough to sell it. Also, Geely Automotive Foots and Baidu initially determine the cooperation of the car business, and after the feet, there is news that invests in the new and new powerful nasalous ancestors of the tradition.
Obviously, China’s automotive circles play and rules also have new signals to change.
Tell the crown, uncommon of ordinary people
Geely’s new news caused all the discussion, the meaning of the back is self-evident. China’s brand sales champion in a row, the sales list of sales in a consecutive years, Geely Motors have two significance for China’s independent brand, and how is it to improve their sales, occupying market share, can be New technology + new model + modular + smart network, the other, how to make the market share from traditional joint venture brands, today’s packets have been in the public, Toyota, Honda grab the foundation, and now Geely is grab PSA, universal, ford, and so on.
What is the topic of itself? What is the Geely car?
Baidu: Baidu officially forms a smart car company to enter the automotive industry with the identity of the whole vehicle manufacturer, the new company is independent of the parent company system Maintain independent operation; Geely Holding Group has become a strategic partner of new companies.
With the release of Geely Holdings, Geely Holdings is not the proposed transaction, and there is no concern Talk to portHoldings cooperate or provide financing to Geely Holdings. After that, several clear details appear:
Baidu Auto Company is an independent operation, Geely Holdings are the only parties in Baidu, the first new car under the cooperation – will be based on quot; pure Power + intelligent quot; positioning, SEA vast platform and Baidu Apollo deep integration, not biling with Geely’s existing models, and Baidu’s automotive ecology further development, and even Baidu second listing financing.
This logical relationship behind is that Baidu has formed a new style of his own, and the original core income (advertising service), search service (advertising service), search service (advertising service), Faced with headlines, self-cultivation from the media era, in Baidu in other fields, there is no too many technical advantages, so I force the automobile.
Geely and Baidu cooperation, belonging to each other, Baidu has no car manufacturing, sales, research and development and other full process capabilities, Geely needs Smart giants help it achieve further empowerment of the technical level. Baidu is from Geely, from the perspective of automobile business, it is more significant for the Technology R & D center. Both parties ultimately let the products build models in the market, obtain sales, profit, and form a positive circulation.
Baidu is integrated with the identity of partner participants, and does not generate side effects on Geely’s existing business, but is incentive. Therefore, the future development direction can be foreseen in the medium term, but as the corresponding technical capabilities of Geely Automobiles further upgrade, the industry and Baidu can provide similar technologies, and the future cooperation has variables, after all This company has gone 15 years of downhill.
FF and Geely logic
On January 25th, the report of the Reuters quot; Jia Yueping’s electric car startup company FF is planning to open a factory in China, inviting Geely to provide it Operation and automotive technical services. QUOT;
On January 26, according to 36 reports, Geely Group has expressed its clear investment intention, and sources said that Geely plans to invest 3,000-40 million US dollars to FF.
July 2020 The business movements are made good, get the new $ 45 million bond finance, with PSAC to consolidate listing, and complete strategic cooperation with Ying Weida, contact Ningde Times.
Everything means that FF has an opportunity to return to the Chinese market, on the one hand, because of its origin On the other hand, only the vitality, volume of the Chinese market can make it have the opportunity to continue to survive. After all, the overseas epidemic is raging, and there are hidden dangers in multiple architectures. After all, China’s economic increment and consumption ability are actually hind.
As for the logic of Geely and FF cooperation, in fact, we can see the clues from Foxconn’s recent move. Foxconn seeks to deepen the foundry, reaching into the automotive field, helping many car companies to complete the idea.
Let the idea completed the landing, from the first round of cross-border, the time has been around for about 5 years, and there is 100 in the Chinese market since the Chinese market Many car brands, but now there is only 10 蔚 来, Xiaopeng, Ideal, Weima, etc. There is a successful person, but the vast majority is the loser, even the success of the eyes, also Most carry considerable pressure.
The pressure is closely related to the law of the automotive industry. The automotive industry is different from other industries. It is a slow return industry that requires heavy asset investment.
At the end of 2020, the experience of China’s new and new forces to keep the stone crossing the industry. Looking back over the past three years, there is no financing capacity, and the product has no highlights. Will die, no user running and maintenance new thinking car companies will end. One is hardware, two is hardware + software, three for software.
The next Chinese car will enter a division of laborMore clear stage. Technology companies, vehicle companies, parts suppliers, intelligent suppliers, etc., enter the field of self-good, not the big bags from the beginning. Therefore, Huawei entered the automotive industry, Baidu entered the automobile industry, Tencent + Ali has already entered the automobile industry, Fujikang enters the automotive industry. 
While Geely and FF, Geely and Baidu, the same.
And this is similar to traditional solutions, but it is different.
Magna-Automotive Emperor of the Auto Bureau. It has a complete supply chain system with a complete electrification architecture and platform, with advanced car manufacturing capabilities. Mercedes-Benz G-Class, Jaguar I-PACE and other well-known models are produced by it, which has accumulated a total of more than 37 million cars covering 30 different models. There are 344 manufacturing facilities and 93 product development, engineering development, engineering and sales centers in 27 countries around the world, and Magna = caterons in the top supplier identity.
Today, in the new consumption era, it will seek our own new car development. In January 2019, Beiqi New Energy and Magna’s joint venture company Magna Wanquan officially established, October 2020, Magner and Fisci have formed alliances, announced that electric vehicle platform sharing, vehicle engineering development and manufacturing cooperation, and also obtained a 6 percentage of Fesk. In January 2021, Magna spent about 200 million yuan, bought an electronic electric E / E architecture related intellectual property rights in Arcfoxαt models, deepening the field of new energy sector. At the same time, the Sony made the car, and there is also the figure of Magna after the end of the year.
Competition in the automotive industry, from the dispute of traditional suppliers, manufacturing and sales of the whole vehicle, added further refining competition in the manufacturing market.
However, Geely is different from Magna, Foxconn, Apple. Geely has a full range of capacity, has a brand accumulation, with a user base plate.
Write in the last:
So, Geely + FF / Geely + Baidu’s new combination is not a traditional new forces + distribution ideas, not a car company + Magna. , But a new integration of traditional car companies + new forces + technology companies.
UnlikeForward, because Geely itself has a strong technical reserve (Yifeng Technology, the health of the health, the satellite plan, etc.), which can be open-inclusive attitude towards everyone, but ultimately, only equivalent height, Enterprises with equivalents can be with it.
At that time, it will also be the beginning of a new round of automotive technology competition and elimination tide.