Lei Jun, invested in a post -90s of Tongji University

Lei Jun shot again.

Tianyancha shows that Shanghai Tongxu Automobile Technology Co., Ltd. (hereinafter referred to as "Tongshi Automobile") has recently changed industrial and commercial changes, and the new Xiaomi related company Hainan Jimu Entrepreneurship Investment Co., Ltd. is a shareholder. At this point, Xiaomi car's landscape has added another member.

Established in 2016, Tongyu car with a strong colors of Tongji University -this is a car intelligent driving system developer initiated by Tongji University scientific research team. The founder Shu Qiang, graduated from the famous Tongji University Automobile College of Tongji University. During the graduate student, he discovered the entrepreneurial opportunities of the line control chassis technology and founded Tongxian Automobile. So far, the product has broken the overseas monopoly.

Through the same car, we can get a glimpse of Xiaomi's car investment landscape. Since Lei Jun has built a car, Xiaomi has begun a vigorous investment. From the power batteries, motors, motors to autonomous driving, the laser radar, software system, and vehicle -level chip required by new energy vehicles will almost make the entire new energy vehicle industry chain chain It's all over.

When did Lei Jun's first car debut?

Graduated from Tongji, post -90s car parts

Xiaomi has just voted

Born in 1990, Shu Qiang was interested in cars like most boys. "Physics is also a strong point in my middle school. When filling in the college entrance examination volunteer, I firmly believe that I can learn the vehicle engineering well, and I will become an excellent car engineer in the future." Shu Qiang once recalled.

As a result, Shu Qiang's college entrance examination was admitted to the Tongji University Automobile College, and also joined the first Formula Student China (FSC). This is one of the most influential student competitions in the automotive circle. It aims to cultivate the car design and manufacturing capabilities of college students in all aspects. The team organizes collaboration capabilities. It was introduced to China in 2010.

After joining the team, Shu Qiang made the team leader and the chassis minister, and finally became the captain. During the period, he managed a 120 -person team to sponsor many complicated matters such as sponsorship, forming a team, technology research and development, manufacturing, establishment of systems, and promotion. It is no less than running a small company. This experience not only trained his comprehensive ability, but also laid a foreshadowing for later entrepreneurship.

In 2014, a wave of new energy "PPT cars" set off a wave of new energy, and Shu Qiang, who ended his undergraduate studies, couldn't hold back. But car building is an industry that looks at qualifications, resources and funds. The strength and appeal of the team and the team are far from being enough to make an entire vehicle factory. As a result, Shu Qiang's first entrepreneurial was announced for more than half a year.

Two years later, Shu Qiang, who was studying and studied 2 years, found a new entrepreneurial direction -line control chassis technology. The line control chassis is an execution system for automatic automobile driving. It is the foundation of the long -term development of the entire vehicle industry, but core technology has long been controlled by foreign component manufacturers for a long time.

At that time, the friends and seniors around him were persuading him: "First go to the big company to work for two or three years, and after learning the product development process and management system, it is more secure to start a business." In 2016, Tongshi Automobile was established to focus on the research and development and industrialization of the core components of the line control chassis.

Frequently, this young team encountered a lot of doubts. At that time, a supplier of a smart driving car demonstration project urgently needed to modify the control system of the control system, which fancy the background of Tongji University of Tongji Automobile to contact and cooperate, but did not expect that Shu Qiang and the team members were so young, so they were concerned about their concerns, so they were concerned about their concerns. Essence After repeated negotiation, Shu Qiang put forward the guarantee of "dissatisfaction and not charging", and barely got the opportunity to modify a car.

Within a monthly period, they completed the modification of the first car and successfully won the orders of the remaining cars. In the next few years, Tongxing car gradually opened its popularity. Its self-developed line control system EHB can replace traditional vacuum assisters and reduce the cost of the entire vehicle by 5000-8000 yuan. One of the schemes.

At present, the products of Tongyu Automobile have been successfully applied to various types of customers such as Geely, Dongfeng, Jianghuai, Jiangling, and Jinlong. During the epidemic, all types of unmanned vehicles that are equipped with EHB serves various public places. It is understood that Tongshi Automobile has become one of the very few companies in the world with the capacity of mass production capacity.

According to the data, Tongshi Automobile has completed five rounds of equity financing. Investors include Wu Yuefeng Capital, Wanan Investment, Tongchu Investment and other investment institutions. This time, Xiaomi and Wu Yuefeng Capital joined forces to share the shares.

Xiaomi car building a year for a year, investing firstly

The entire industrial chain is voted

Tongshi cars are just a microcosm. To this day, Xiaomi has traveled to the automotive industry chain.

In March 2021, Lei Jun, the founder of Xiaomi Group, announced the official entry into the smart electric vehicle market. "This is the last major entrepreneurial project in my life. I am willing to take the reputation of all my life, lead the team to fight for Xiaomi Automobile."

In the past year, Xiaomi rarely disclosed the progress of car building to the outside world, but behind it. In the automotive -related industrial chain, Xiaomi has invested in dozens of enterprises. In addition to Tongshi Automobile, the latest investment, as well as electric vehicle service providers, Quickbu New Energy.

Kuaibu New Energy was established in 2020. It can provide comprehensive power plant technology that can provide energy storage, charging, and detection. Recently, it is still vigorously developing the "Optical Storage and Charging Inspection" overall solution. Once this system is launched, it will bring a high -power fast charging function to the majority of new energy vehicle users, which can greatly solve the problem of slow current charging piles and low turnover efficiency. It is worth mentioning that another shareholder of this startup company is the era of battery giant Ningde. Moreover, the official website of Ningde Times also emphasized that "optical storage and charging" has become the core application of the energy storage system on the user side. Power batteries are also one of the most shots of Xiaomi. Here, Xiaomi has cast a number of battery companies such as Ganfeng Lithium, Hive Energy, Zhuhai Guanyu, Wei Lan New Energy, and China Innovation Airlines, which covers almost players on the header of the battery.

In addition, Xiaomi's investment tentacles have also extended to the field of battery raw material. In May of this year, industrial and commercial changes occurred in Hunan Far Erad New Energy Technology Co., Ltd., and Beijing Xiaomi Intelligent Manufacturing Equity Investment Fund and Hubei Xiaomi Changjiang Industrial Fund were newly added as shareholders. Farne Leat is a lithium battery electrolyte supplier with two production bases: Changsha, Hunan and Jiaozuo, Henan.

Earlier, in August 2021, Lei Jun spent nearly 500 million yuan to acquire the deep technology company of autonomous driving technology companies. The transaction was the largest acquisition of Lei Jun since the official announcement of the car. Xiaomi President Wang Xiang once said that driverless technology is actually the most important core in smart electric vehicles.

In order to make up for the shortcomings of autonomous driving technology, Xiaomi has invested in companies that provide software and algorithms, such as autonomous driving solutions such as vertical technology and geometric partners. Among them, the main parking system of the L4 level of the Matsurge Technology has cooperative projects with OEMs such as Changan Automobile, FAW Hongqi, and Dongfeng Lantu. Essence

In the field of laser radar sensors, Xiaomi also set up an ecosystem -Hesai Technology, Tutong, Beiwen Photon, Sagita Juguang and other companies can see Xiaomi's figure behind it.

According to the data, Xiaomi Group and Xiaomi produced Hesai Technology, while Lei Jun's affiliated Capital invested in Innovusion and Beiwai Photon. In February of this year, Sagitar Junchuko received over 2.4 billion yuan in financing, and the Xiaomi Yangtze River Industry Fund was listed.

As one of the most important parts of the car company, the chip occupies half of the Xiaomi investment map.

In 2021, Xiaomi Yangtze River Industry Fund continued to participate in the strategic wheel and C round of black sesame intelligence. This is also the first investment in Xiaomi's announcement of the upstream core chip link of the car. It is reported that the black sesame intelligent vehicle regulatory smart driving perceptual chip can support the domestic chip of L2+autonomous driving, while Huashan No. 2 A1000 Pro can achieve a single chip supporting high -level autonomous driving function, realizing from parking, interior of the city to the city to the city to the city Seamless connection of high -speed scenes.

In the field of the hard -hit area of ​​the core of the core, Xiaomi has invested in well -known companies in the industry such as Yuntu Semiconductor, Flag Core Micro, Smart Microelectronics, and Shanghai Hangxin. In this regard, Sun Changxu, a partner of Xiaomi Industry Fund Management, once said: "Since Xiaomi entered the field of smart electric vehicles, Xiaomi’ s investment closely pays close attention to the high -quality target of the upper reaches of the car. The relationship between the OEM and the chip supplier has become closer. "The threshold of the car -level MCU/DCU is very high, and naturally belongs to the key layout range.

There are also car wireless charging chip providers Shanghai Voda Semiconductor, Silicon carbide (SIC) power semiconductor manufacturer Zhan Core electronics, charging management chip Nanxin semiconductor, photoelectric chip micro source photon ... All chips needed by car companies are all Xiaomi Focus on the position of the layout.

With investment and research, Xiaomi's logic seems to be a bit rude: I throw anything directly if the car is required.

Creating a car, a luxury entrepreneurial game

Get the supply chain to get the world

It can be seen from the deployment of Xiaomi in detail in the car industry chain -the car building is a contest of a comprehensive strength of talents, funds, and resources. Even if financial freedom is like Lei Jun, he dare not slack off.

"There are also many people who kindly persuaded us that the automotive industry is very complicated. The investment is tens of billions. The cycle is particularly long. It is easy to fall into the pit. You are a layman, and it is estimated that it is impossible. Also, others have been doing it for five or six years. You guys have been doing it for five or six years. It's too late to do it now. "Lei Jun announced a slightly tragic way that Xiaomi was behind Xiaomi because it was really difficult to build a car.

Funding is the first level that every car manufacturer can't escape. Li Bin, the founder of Weilai Automobile, has publicly stated that a electric vehicle company requires at least 20 billion yuan in mass production; He Xiaopeng, the founder of Xiaopeng Automobile, believes that 20 billion yuan is not enough. Facing huge investment in funds, it is difficult to speak even with technology brothers with strong cash flow.

Not long ago, a person familiar with the matter revealed that Jiji Motors had made a change in industrial and commercial changes, and established a holding company collecting car (Hong Kong) Co., Ltd. in Hong Kong to control China (excluding Hong Kong, Macau, Taiwan) in China (excluding Hong Kong, Macau, Taiwan)) Two physical Beijing collection technology Co., Ltd. and Shanghai Ji Automobile Co., Ltd.. People familiar with the matter emphasized that Jiji Automobile's move is intended to broaden financing channels to facilitate overseas financing. Recall that during the 2022 Electric Vehicle Hundred People Association Forum, Xia Yiping, CEO of Jiji Automobile, said, "The financing rhythm of integrating technology is also the rhythm of the entire business. We will continue to make financing in the capital market in the future. Explore external financing plans. "

In addition, the second batch of new forces such as Weimar Automobile, Zero Running Automobile, and High -Heart Motors are driving to the IPO, hoping to log in to the secondary market financing. The "Wei Xiaoli", which has been listed, also adopts a multi -place listing to enrich financing channels.

In addition to funds, mass production is also a problem that the new car forces cannot be avoided. Especially at the moment, the era of PPT car building has gone away. Players with insufficient hematopoietic capacity and bleak delivery of data will gradually leave the field. In this car -making game, any player noticed that the glory of the past can be turned into black.

During this time, the automobile circle about US commercial electric vehicle manufacturers ELMS's application for bankruptcy caused a sensation. In 2020, ELMS founded by Chinese Luo Guanhong was born with the concept of "last mile electric truck" and was born. In the case of not mass production, ELMS successfully succeeded IPO through SPAC one year after its establishment. One year after listing, there was a problem with the ELMS fund chain, and the production capacity of the formulation was not completed, and finally went bankrupt.

There are also RIVIAN and skateboarding star companies, known as the "Tesla Killer", are currently on the edge of bankruptcy. Musk has publicly reminded that the bankruptcy will be the only way out unless the two companies' next technical routes have changed. On the other hand, a number of "PPT car manufacturing" players such as Byton, Yun du, and Luchi had already lined up.

The key to mass production is the supply chain. Whenever the scenes such as the lack of core tide, the raw material price increase, and the epidemic situation, the supply chain was mentioned by the car company's unprecedented position.

According to data from the Federation of Federation, in April 2022, the passenger car market retail 1.042 million units, a year -on -year decrease of 35.5%, and a decrease of 34.0%month -on -month. Among them, the new forces of the heads represented by Wei, Xiao, and the reason, were delivered by about 50 % of the delivery, nearly cut. BYD's retail sales in April were 104,800, which was also BYD's sales of 100,000 units in two consecutive months.

BYD's success once again proves the truth again: caring for a car, the supply chain is the world. BYD's head Wang Chuanfu has always been proud of his supply chain: "It can be used as a battery, a motor, but also an electronic control. At present, the world is the BYD family."

Therefore, we have seen car companies constantly invest in 2022. In February of this year, Weilai, Xiaopeng, and ideals joined the car battery dark horse company Xingwangda; coincidentally, Huawei, Xiaomi, and Geely also invested in the solid lithium battery R & D dealer Wei Lan New Energy, GAC invested in the autonomous driving company article Knowing the line ... endless.

The automotive industry chain is too huge, and it is a long -lasting war to fight for the power of supply chain. In March of this year, Rockets Capital, which has a close relationship with Xiaopeng Automobile, announced the completion of the first round of the first round of USD funds, with a fundraising amount of more than 200 million US dollars. The main investment direction is the automotive industry chain.

After all, the lessons of the tide of core are vivid.

This is a new scene of Chinese car building. Cars has always been regarded as a pearl of manufacturing. With the rise of China's new energy vehicles, a huge industrial chain is gradually forming. Although the road to advance is not smooth, some people will fall halfway, and some people will leave the field sadly, but when you chase me, China's automotive industry will eventually slowly walk to the world stage.

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