Skyworth created car does not seem to be created

Author:Rongzhong Finance Time:2022.09.06

Jia Yueting suffocated for his dreams, and Faraday's future future is not very clear. How far will Huang Hongsheng, who is over the years of Huajia? The routine of traditional enterprises in new energy

"Old fritters"

Is it really another traditional home appliance company to "play tickets" to chase the wind?

After all, countless "new forces" have passed from consumers, except for "one place" without leaving. Traditional enterprises have not made many cars in the end of the market. Dong Mingzhu, who is strong and tough, is confident and fierce, but Yinlong's card cannot be taken out. Even if Lifan Motorcycle has quite manufacturing technology and supply chain capabilities, it has been folded on the car building, although it is only two rounds from two rounds. In the early years, Chunlan Group and Oaks Group did not need to mention it.

Skyworth

In fact, Skyworth has been dormant for more than ten years. Chuangyuan Tiandi Investment Company, founded by Huang Hongsheng, founder of Skyworth Group in 2011, reorganized Nanjing Jinlong Bus Manufacturing Co., Ltd. In 2012, the production qualification review of new energy vehicles focused on the research and development and production of new energy vehicles. In 2014, it became a designated car for athletes in the Youth Olympic Games. Its pure electric bus jumped in the second largest in the industry with the production and sales of 1890 vehicles, achieved a profitable loss, and the profit reached 150 million yuan. In 2015, it was renamed Skywell's new energy vehicle. In 2017, it was upgraded to a passenger car manufacturer.

At least from this perspective, Skyworth's car building has gone for more than ten years, and it is not bad in terms of production and sales and industry rankings in the years. Before Nanjing Jinlong was reorganized by the heavenly earth, it had a net loss of 15.7 million in 2011. In addition, the equity, trademarks, and products were confusing. opponent. However, under the trading of Skyworth, the production of fuel vehicles decisively cut off the production of fuel vehicles, and all bet on new energy vehicles. At the same time, the new brand is upgraded, and it also enters passenger cars from commercial cars. The accumulation of commercial vehicles and technology accumulation has a considerable help effect on Skyworth's passenger cars. The important level of the new forces is qualifications and foundry. Weilai is looking for JAC, ideal to find Lifan, Xiaopeng to find sea hippocampus. At present, Xiaomi and BAIC have attracted special attention from the outside world. At least in this regard, Skyworth's Kaorwo, who has the qualifications of passenger cars, can also save a lot of funds and energy.

Skyworth and Kaivo's trademark transfer

For consumers, whether it is Nanjing Jinlong or Kaivo is relatively unfamiliar, Kaivo's passenger car brand "Tianmei" launched in 2019 has not stirred any waves, and it is drowned in a dozen new energy brands. Essence Some products of new vehicles are strong, some have strong marketing capabilities, and some have continuous "banknote capacity". This is challenging for Tianmei. Tianmei Studio, Tianmei's first model ET5 cumulative sales are only about 600. The renamed move is imminent. In 2021, Kaiwo obtained the "Skyworth" and/or "Skyworth" trademark transfer of Skyworth Group for 28 million yuan. After turning the left hand to the right hand, Tianmei changed its name Skyworth. At the same time In 2022, the sales volume reached 7,995 units in 1-7 months, but from the data point of view, the effect was significant.

Huang Hongsheng's people

Why should Skyworth choose to build a car? In fact, Huang Hongsheng had considered making a mobile phone after he was released from prison and gave up after going to Huaqiangbei for inspection.

Huang Hongsheng, born in 1956, has made educated youths. After returning to the college entrance examination, he was admitted to the radio major in South China Institute of Technology. The graduation thesis title "Design of Black and White TV" in college was assigned to South China Import Company after graduation. Executive Deputy General Manager who enjoys the deputy department -level treatment.

Huang Hongsheng Skyworth official website

Huang Hongsheng, who has a keen sense of smell, gave up the iron rice bowl in the eyes of others at the time and resolutely went to the sea to start a business. In 1988, he founded Skyworth Industrial Co., Ltd. in Hong Kong. From the import and export of the agent electronic product, the production remote control to the entering manufacturing industry, finally entered the TV field that was still scarce and high -tech resources at the time. Under its operation, it will soon be convenient for listing on the Hong Kong Stock Exchange in April 2000. However, the good times did not last long. In July 2006, Huang Hongsheng was sentenced to 6 years in prison for theft and scamming Creation Division for more than 50 million Hong Kong dollars. This experience is also similar to Huang Pei, the founder of Xiamen Automobile (Jinlong Automobile), who has been invaded equity and dividends. In the end, Huang Hongsheng also entered the car industry through "Golden Dragon".

Huang Hongsheng is known as the "King of the color TV". The Skyworth created by him was approved by the country in 1993. And now Skyworth has stabilized the first echelon with Xiaomi, Hisense, and TCL in the domestic color TV field.

However, in the first echelon, the rest of them have unique advantages. According to the data of "China TV Market Brand Shipment Monthly Tracker", Xiaomi (including red rice) from 2019 Since the beginning of the year, the shipments in the industry have ranked first in the industry for 14 consecutive quarters. In the first half of 2022, the shipments reached 4 million units, an increase of 7%year -on -year, and the market share was nearly 23%. OMDIA data of international information and communication technology research machines shows that Hisense ranked second in the global shipments in Q2 in Q2 in 2022, second only to Samsung, and the Okishi is effective, and TCL continues to consolidate the MINI LED TV business. The amount of goods declined. In 2021, the domestic TV market brand shipments were 38.98 million units, a year -on -year decrease of 12.2%. It has become the first time that the size of the domestic color TV market has fallen below the 40 million mark in the past ten years. The pressure of superimposed brands to go to sea (although 60%of products exported overseas), high -end brand Metz black labels have not become climate, and the second echelon Haier, Changhong, and Konka are jealous. Skyworth urgently needs to find the "second growth curve", of course Huang Hongsheng early A few years ago, it had begun to plan.

In addition to Li Dongsheng and Chen Weirong, who are also known as "South China Science and Technology Swordsman" TCL, in the field of color TV, Huang Hongsheng's second entrepreneurial chooses new energy vehicles far away from the color TV industry. It is declared that the two businesses are completely independent, but the remarks of "new energy vehicles are home appliances with wheels" make people feel that the potential energy of Skyworth car is still from its home appliance business instead of Kaive (Golden Dragon), but also Perhaps the concept of smart home appliances can better tell stories in the field of new energy vehicles.

In the face of LeTV, Huang Hongsheng once said, "LeTV has been doing TV for nearly 4 years. When the scenery, we say that we must defeat the TV companies in China, and we are deeply afraid. Finally, we have survived by these majors. Unprofessional collapse. "Temporary relieved, but LeTV fell, and there would be other LeTV. Xiaomi is one of the time, and the data of Xiaomi TV also counts some of LeTV's goals. It has been a long time in the first place. What is more terrible is that the TV is only one of many of its businesses.

The Skyworth Group's subsidiary Chuangwei Electric also does Xiaomi's ODM (OEM processing) business, while ODM's overall business revenue accounts for more than 60%of Skyworth Electric. Perhaps Huang Hongsheng did not use it as a direct opponent, but Xiaomi finished TV and built a car, and once again became the opponent of Skyworth.

As a second entrepreneurial project selected after the overall situation, Skyworth Motors allowed Huang Hongsheng to work hard, and to integrate resources on the platform many times. Demonstration of the car family interconnection shows the concept of Skyworth Automobile's "car family one".

Skyworth's ambition and victory

Whether it is the "housing linkage" of the cross -border car building of real estate agents, or the "car household" proposed by Skyworth, the home appliance manufacturer, slowly expand the ecosystem from its own advantage area. However, the current "mobile phone+car" mode (Xiaomi, OPPO, Apple; Weilai, Geely) are still optimistic about the market. The market is recognized; and the momentum of new energy vehicles is imposing countless hot money, and the combination of the two can form a better user experience and easily leverage and stimulate the sales of the product. In the future, the electronic product "family bucket" of automobile manufacturers will definitely appear.

Huawei, who claims to be not building a car outside, has quietly plundered the ground through the underlying software and solutions. This can be seen from the sales volume of the "questioning world": the seminar series is delivered to 10045 units in August, and the monthly delivery volume is broken for the first time. Wan also set a record for domestic new energy vehicle brands for a single month.

Huawei store

As the main business of home appliances, the sidelines that have begun to lay out in the early years are gradually playing a role, and these follow -up can form links with Skyworth's new energy vehicles. At present, the market can see that Skyworth transplanted "small Skyworth TV" through the "Skylink Intelligent Connecting System" to Skyworth Motors, and the underlying operating system of smart TV still has a certain room for play. It is not just a “buy car to send home appliances” marketing linkage for free to get a new car for free.

The ambition of Chuangwei and Huang Hongsheng is more than that. Holding two listed companies in Skyworth Group and Skyworth Digital. In addition, the Cool Open Network, which is mainly engaged in OTT business (Internet TV) in 2021, signed a listing counseling agreement with CICC. When the listing is listed, Chuangwei Electric has also submitted the prospectus and passed two rounds of inquiries. If the two companies in the IPO process are successfully listed, Huang Hongsheng will be even more confident. In the situation where the competition pattern of home appliance business has not changed much, the listing of OTT business with good prospects is also the low valuation of Skyworth Group. One means. In Huang Hongsheng's plan, Skyworth Group will split 10 companies to go public in the future. And he also hopes that Skyworth Automobile can be listed in the science and technology board in 2022. "Only when the automotive industry is listed can it be bigger and stronger. Quick listing is the recent goal." At the product conference last year, Huang Hongsheng released a proud saying, "It is planned to invest another 30 billion yuan to achieve the goal of Skyworth's top ten global global top ten, and through connecting the capital market, the market value of Skyworth Automobile has reached 300 billion yuan." Capital operation is both skilled and clear. Inventory of the "Skyworth Department" diversified industry can be seen that Skyworth has entered the distributed photovoltaic industry in 2020. As of the first half of 2022, more than 100,000 household photovoltaic power stations have been completed in grid -connected operations, and new energy business revenue is 4.206 billion. Yuan, a year -on -year increase of 407.4%, can be described as rapid.

Innovation

In addition, as early as 2018, Chuangwei had a huge sum of money to enter the field of real estate development, involving residential, commercial, parking lots, etc. The real estate sales revenue of Chuangwei Electric, a subsidiary of its subsidiary, was 1.851 billion yuan, and the property inventory was 5.612 billion yuan. When Evergrande and other real estate developers, the "car family" when layout new energy vehicles, more or less enlarged the advantages of the construction of charging piles. Configure and use electric side comprehensive intelligent energy management to sink to rural areas.

Huang Hongsheng's diversified industries intentionally or unintentional layout, but at present, it is clear and steady: the production of Nanjing Jinlong suspended fuel vehicles to ALL in new energy, and then to the property real estate and photovoltaic industry. Essence

While the color TV and TCL were fighting overseas markets with Hisense and TCL, Skyworth always shot slowly. In 2014, Creation was acquired by Mitz's TV business department in Germany. After entering the country, it can only exist in manual customization (about 400,000 Metz black labels products) in luxury goods, and consumers' cognition can basically be ignored. However, in terms of the overseas layout of new energy vehicles, Huang Hongsheng said that it had already begun ten years ago, and the so -called "dual -track" was formed: the Chinese market and overseas markets were carried out simultaneously. Market sales permit.

One of the reasons for the new forces of vehicles to enter the overseas market is that domestic new energy vehicle subsidies are reduced and stopped. According to information, a pure electric bus in the early days of new energy vehicles can receive up to 1 million subsidies, and Huang Hongsheng's Nanjing Jinlong is just on this wave of dividends. The good times did not last long, the subsidy shrinks, and the profitability of the car company immediately appeared. There is no red wall inside the wall, and many foreign markets still have a good subsidy for new energy vehicles. Some media posted that in 2021, Skyworth EV6 landed in Germany, one of the countries with the highest subsidy of electric vehicle subsidies worldwide. "The form of sales in the local area. Without its own brand, it has been exchanged for subsidies, profits and data. This seems to have taken the way to Skyworth Electrical OEM, and it also looks like the lack of brandity of Skyworth TV in overseas markets.

Imperium sev map originated from Yiche

In January 2021, the market value of Tesla, which was established in less than 20 years, reached US $ 704.1 billion, but the market value of Toyota and Volkswagen, which was established in 1937, was only US $ 214.3 billion and 98.2 billion US dollars, respectively. Tesla's market value is equivalent to 3 Toyota and 7 Volkswagen. Merchant is profitable. Under the temptation of high valuations, who can not get on?

Huang Hongsheng's plan for Skyworth is also very grand: achieve the "1-3-3-3" goal, and under the premise of 10 billion yuan, it will invest another 30 billion yuan in the future to achieve a market value of 30 billion yuan. Implementing the "2+4+N" product strategy, BE and CE two pure electric platforms jointly exert their strength. At least 4 new cars were launched in 2020-2025, and in the future, it will form a full-scale, hybrid, and other energy motivation. Power mode product matrix. By 2025, sales will reach 250,000 units.

But what about product innovation? Skyworth EV6's innovative black technology is active sleep promotion technology, equipped with intelligent hypnotic eye masks, and the new car HT-I triple power system comes from BYD's DM-I hybrid system. It is unknown how far such products can go.

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