The "not building a car" army also welcomed the newcomers, Haier and Lenovo have entered the field

China Times (chinatimes.net.cn) reporter Liu Kai Zhai Yayan Beijing report

Recently, some media reports said that Haier is planning to enter the field of vehicle and launch its own brand of automotive products. Subsequently, Haier's official replies that the rumors were not true. However, according to the person in charge of Haier's related business: "At present, Haier is relying on its Kaos Industrial Internet Platform to jointly build an industrial Internet sub -platform with relevant automotive companies to empower the digital transformation of automobile industry chain companies. Haier will use the technical and scenario advantages of smart families to jointly build a new ecosystem with automobile companies. "

With the continuous sales of new energy vehicles, cross -border vehicles have also become a hot spot for major enterprises. It seems that giants from all walks of life are ready to make cars, such as Evergrande, Xiaomi, Mavericks, 360, etc. Of course, there are also some companies that "do not build a car" but reach out to companies in the automotive field, such as Huawei, Tencent, etc., and the ambitions and layouts behind them are straightforward and visible. After all, the car building industry is hot now. Technology companies' alliance companies can not only bring capital dividends, but also get a share in the air outlet to achieve a win -win situation. Judging from the news revealed by Haier, it undoubtedly chose the road of Huawei.

Isn't it a good company without a car?

Although Haier has rumored the car building, it has always been closely connected to the automotive industry. In 2021, Haier has signed strategic cooperation agreements with car companies such as SAIC Group, Geely Automobile, Chery Automobile. Through its industrial Internet platform, the two living scenarios of the car and home are intelligently link to realize the interconnection of all things; Haier Capital, a subsidiary of Haier Group, has also participated in a number of intelligent connected car service providers, including Botai car networking and automobile parts manufacturing manufacturing Shang Tong Ming Hi -Tech and other companies.

Automotive analyst Wang Kun told the reporter of Huaxia Times: "In fact, Haier has already arranged the car's intelligent ecology, which is similar to Huawei. Cooperation with a number of car companies can also combine the advantages of various car companies, and can also gain something without establishing a production line. "

Today, cross -border vehicles have become a hot spot for major companies. Not only Haier, there are more and more companies that have stretched out the tentacles into the automotive field. Since 2020, a large number of cross -border enterprises have been poured into the field of car construction. Such as Sony and Huawei in the construction of a car or vehicle; Xiaomi, Mavericks, 360 are in the construction of a car.

Midea, who is also a home appliance company, has also recently invested tens of billions of yuan to establish Anqing Wei Ling, a new energy vehicle component company, and began to participate in automotive parts production. It is worth noting that this is the largest project in the history of Midea Group. Gree Group also acquired Zhuhai Yinlong into the automotive field, manufacturing commercial vehicles, special cars, etc. mainly based on lithium titanate battery technology routes. Huang Hongsheng, the founder of Skyworth Group, also established Kaivo Group through acquisition of Nanjing Jinlong to produce commercial vehicles. In 2019, he entered the passenger car field. Model.

In addition to home appliance companies, technology companies Lenovo also recently released a recruitment information. The recruitment information shows that the position of the recruitment includes talents in the autonomous driving engineering director, the person in charge of the vehicle information and entertainment system, and the high -end hard/software manager and many other positions. Obviously, Lenovo has also begun to enter the field of car -making, at least like Baidu and Huawei, cut into the automotive field through intelligent and autonomous driving technologies.

还记得在2021年5月27日，联想集团董事长兼CEO杨元庆被问及是否会造车时，他回答道: “联想集团肯定不造车，而是要把有限的精力和资源放到明确On the track. "However, after just one year, Lenovo began to recruit talents in car manufacturing with annual salary of millions of gimmicks. This also illustrates that "the mouth of the capitalist is a deceptive ghost."

"In the final analysis, the market demand has spawned." Wang Kun said that in recent years, more and more companies entering the automotive industry have been optimistic about the new energy market. As young consumers are increasing The focus of becoming competition among car companies. In this case, some companies with intelligent experience have begun to enter the game through various forms. "Perhaps after accumulation is enough, these companies will launch their own car brands."

Is it really easy to make a car crossing?

As Wang Kun said, consumers' demand for new energy vehicles has continuously stepped into the "holy land" of enterprises. And "Internet+car building" is the darling of the current capital market. However, the ideal is full and the reality is very skinny. Even a large company with other business support is not easy to enter the field of car -building.

The automotive industry is an industry with a very long production cycle and a great demand for funds. It may invest tens of billions of yuan and failed to start in the automotive market. Li Bin, chairman of Weilai Automobile, once said that "there is no 20 billion don't build a car", and 20 billion is just a voucher for car building.

Taking Faraday's future as an example, the car company was founded by LeTV's founder Jia Yueting. Since its establishment in 2014, as of the listing of Nasdaq, Faraday has experienced a total of 12 financing in the future, with a amount of 40 billion yuan. Motor companies with the highest financing in new vehicles. As of now, there are still no models.

From the perspective of product distribution, the mid -to -high -end automobile market with 300,000 yuan to 600,000 yuan has been occupied by brands such as Tesla and "Wei Xiaoli". New energy brand. For cross -border enterprises that want to enter through intelligent technology, the options are much lower. Therefore, companies that want to enter the bureau quickly start cooperating with car companies to jointly launch models. For example, companies such as Baidu have penetrated the Apollo smart car union system into BMW, Mercedes -Benz, Lexus, Great Wall, Chery, etc. of more than 70 brands and 600 models.

Automotive analyst Tian Li told the reporter of "Huaxia Times": "From the current point of view, cooperation between Internet companies and car companies seems to be a win -win matter, but it is to make wedding dresses for others." In his view What the industry can survive at the end of the industry is car companies with software R & D experience and vehicle manufacturing experience. For example, Huawei, Lenovo, and Apple, these companies are likely to become "giant whales" after they have experienced car manufacturing experience.

From the current situation, the car manufacturing industry has entered the stage of elimination. The Yangtze River, Sailin, Byton, etc. have been out. Whoever can win the remaining companies is about to be announced. "Many people want to catch up with this bus, it is understandable. But how many people can survive in the end? Probably a few. So the car construction will continue, but in the end most companies will die." Investors Yan Yan, president of SoftBank Asia, said that the threshold for electric vehicle manufacturing technology is low. So it attracted a lot of companies that want to enter the game. According to his predictions, the tide of closure is coming, "Many homes have now been dying."

Editor -in -chief: Editor Li Yanan: Yu Jianping

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