According to reports, Hillhouse has now liquidated all the stocks of new car-making car companies such as Weilai Car and Ambition Car before December 31, 2020, and even the new energy car leader "Tesla" held by it has also been liquidated.
It is said that now is the "environmental protection" and "carbon neutrality" and other concepts are hot, the major car companies are announcing that they want to leave fuel vehicles, for example, Volvo said that by 2030, it will only provide pure battery electric cars, and completely screen internal combustion engine cars.
At present, including Mercedes-Benz, Toyota and BAIC and other domestic and foreign car manufacturers have announced the news of banning the sale of fuel vehicles, it can be said that the future trend is definitely the world of new energy, 150 years ago the history of the internal combustion engine although after a hundred years of optimization, in fuel usage, emissions and other aspects have now achieved the ultimate, but in the face of the general trend of new energy, but also quite powerless.
As a leader in value contribution, Zhang Lei, the founder of Hillhouse Capital, can't be unclear about the importance of the new energy track, and the car companies he abandoned are all brands at the top of the new energy pyramid, so why does Zhang Lei clear all the warehouses?
I don't think so! He just dumped these companies!
It should be known that Zhang Lei will continue to increase his holdings of BYD in the future after liquidating these companies, and Stand on a front with Buffett.
Because in Zhang Lei's 15-year painstaking work "Value", it has now been clearly stated that the value point of future funding is ecology, ecology is not a simple integration of resources, but in each link, there are their own patent skills that cannot be replaced, which is the most valuable.
Shenzhen BYD Hexagon R & D Center, BYD's boss Wang Chuanfu even built a building more than the old beauty of the corner
The reason why Zhang Lei abandoned these new car-making forces is three reasons:
First: these car companies are Internet car manufacturers, there is no special cattle pioneering skills, are doing the concept, and the control of the industrial ecology is too poor, to put it bluntly, it is the assembly yard, in addition to the brand, what is not their own, no defense, once the supplier is out of supply, the car company is basically finished.
Second: the boss of new energy Tesla, the implementation of dimensionality reduction impact, so that the living space of Weilai car, ambition car these people are getting smaller and smaller, to put it bluntly, is the lack of profit points, and from the skills and brands, there is no cost to compete with Tesla, as long as Tesla a price cut, these car companies can only be beaten.
Third: the product strength of these car companies is too poor, Tesla brake failure, Weilai car spontaneous combustion and other things have greatly reduced our trust in these brands, and the source of the product force is the reality of heavy sales and light research and development, and it will not become a great brand after all.
If you want to have a deeper understanding of Zhang Lei's wisdom essence, you can also read Value.
This book is the crystallization of Zhang Lei's wisdom accumulated over the years, how Zhang Lei counterattacked from 0 to 500 billion, and his investment skills and his wisdom in wealth, knowledge, social and thinking are also included in this book.
There is also a large amount of scarce information in the book, including a detailed dismantling of 7 Hillhouse investment formulas and more than 10 investment cases.
Zhang Lei is not only an investor, but also a thinker. What I learned from this book is not only his investment logic that he has accumulated over the years, but also his wisdom in life.
I read this book many times, every time I can be shocked by Zhang Lei's thoughts, many investment, wealth, confusion in life encountered problems, Zhang Lei gave solutions in the book, some even steps have been.
The number of people who recommend this book is even more amazing, and more than 50 business leaders are recommending this book.
This book is very thick, but the price is only a cup of coffee money, you can read Zhang Lei's precipitated wisdom essence for many years, spend time to read, is a low pay, high return on the way to dispose of time, a steady stream of influence on your future life, reading, start from this moment!