Lead
Introduction
BYD, Huawei, DJI or Tencent?
Author 丨 Li Sijia
Responsible editor 丨 Yang Jing
Edit 丨 Chic
Last year, a tweet titled "When Shenzhen Became the Capital of Money" burst the Internet, and people quickly bound money, Shenzhen, and economic cities, and then the discussion about Shenzhen continued to ferment among major new media.
From a fishing village to the "first batch of economic cities", Shenzhen after decades of rapid development, has formed a huge leap forward, relying on the Pearl River Delta for many years of trade processing to establish a production system, the total GDP to 3,066.4 billion yuan, second only to Shanghai and Beijing, if according to the per capita GDP, unit land area to create wealth and other standards, the ranking will only be higher.
What supports Shenzhen's name of "capital of money" is naturally inseparable from a large number of high-tech enterprises.
According to statistics, Shenzhen has 319 listed companies, among the world's top 500 companies, 8 are headquartered in Shenzhen, and among China's top 500 companies, 19 are headquartered in Shenzhen... It is also the headquarters of Tencent, Huawei, DJI, BYD, China Merchants Bank, Ping An Group and other companies.
As an automotive person, when talking about smart car manufacturing, it is always inseparable from Shanghai, Beijing, Hangzhou, Hefei, etc., and when we look at the city of Shenzhen and see Huawei, DJI, BYD and other companies related to the automobile industry, we will also give the city more and higher expectations.
BYD: Both a lion and a teenager
31 years ago, Shenzhen Pingshan was once a barren land, and no one would have thought that one day Pingshan would become synonymous with new energy vehicles in China and even in the world.
Until 1995, Wang Chuanfu took the 2.5 million yuan he borrowed from his cousin to found BYD, and continued to develop under the blessing of Shenzhen's unique policy advantages, location advantages and manufacturing advantages, making Shenzhen Pingshan a business card for new energy vehicles.
According to the data, BYD's annual sales of vehicles reached 730,000 units in 2021, an increase of 75.4% year-on-year. Also in this year, BYD refreshed a number of records including the first in the sales of large and medium-sized cars in consecutive independent brands, and the first unit price of passengers of independent brands, and in the car market under the influence of the epidemic with chip shortage, adversity showed talent.
BYD's success is not accidental, but an inevitable after several years of precipitation and deep cultivation.
As far as the automotive sector is concerned, from the beginning of its inception, BYD has experienced two rounds of explosive growth - one is the price competition of low-priced products in the first decade of the new century, and the other is the dislocation competition of SUV strategy in the second decade.
Today, it has seen its third explosive growth. The difference is that compared with the previous two times, the value of this round of explosive growth is higher, because BYD has grasped the pulse of the times and the pulse of technology, rather than the price advantage and the red sea of the market.
When BYD launched its first F3 DM in 2008, the market penetration rate of new energy passenger cars was almost zero, and last year this figure soared to 14.8%. In 2021, when the new energy vehicle market is soaring, BYD's new energy vehicles will sell 594,000 units in the whole year, up 231.6% year-on-year - this is a counterattack launched by independent brands in the context of mastering electrification and intelligent technology.
Under the influence of multiple factors such as technology increase, market performance, and business scope, the new energy giant ship built by Wang Chuanfu is moving forward at a rapid pace, and it is also soaring in the capital market. In 2021, BYD's market value once approached trillion yuan, becoming the third largest car company in the world by market capitalization, second only to Tesla and Toyota.
Speaking of BYD's achievements, Wang Chuanfu attributed more factors to Shenzhen's opening up policy and strong support for innovation. As a typical private enterprise, BYD started from scratch in Shenzhen, with no background and no resources, "the times have made us." Wang Chuanfu said. In Shenzhen, there are many such companies, including Huawei, Tencent, DJI and so on.
BYD has spent thirty years creating one miracle after another and becoming a true "new energy leader". It is a successful enterprise, but also a company of the times. Today, in the era of intelligent car manufacturing, BYD is not only a teenager who is not stopping on the road, but also a lion with remarkable achievements. In a way, it represents the city of Shenzhen's highest understanding of automobile manufacturing.
So, taking Huawei and DJI as an example, what kind of great achievements will smart car manufacturers who are in the same era and the same city in the same era accomplish in this great era?
Huawei's battle for tomorrow
Strictly speaking, Huawei and DJI are not fully involved in car building.
Huawei has always insisted on being a supplier of car companies, providing supply from system ecosystem development to hardware configuration, such as Hicar and Hongmeng systems, high-voltage drive systems, and lidar. On the question of whether to build a car or not, he even forced Elder Ren to say the harsh words of "who talks about building a car and who leaves" to deny the rumors of Huawei's car.
Similar to Huawei, DJI does not directly build its own cars, but cooperates with car companies as a supplier to "build cars" by providing on-board systems, intelligent travel solutions, and intelligent driving hardware configurations.
They may represent a new model of intelligent car manufacturing in the future, and also represent Shenzhen's future understanding of automobile manufacturing. So who has a better chance to represent the future of Shenzhen's auto industry?
At present, Huawei's products with close relationship are SF5 and M5 of Cilis. The former, which carries huawei's heavy responsibility for entering the automotive field, has stopped production and sold less than a thousand units in half a year, while the latter has delivered a total of 8169 units in 2021, a hasty end and a question.
DJI has only launched a toy car called "Mecha Master", and there is no more specific news about it in cooperation with Baojun.
At this stage, they enter the game in a similar way, and if the product landing is used as a measurement standard, it can only be said that Huawei is one step ahead. But judging from the future development, and neither has made a breakthrough, it is really impossible to judge who is better.
But one thing is certain: in the future, the two will most likely still "build cars" in a tentative manner.
The reason is that the value of the car itself is not very high, and the real value lies in the commercial value derived from the Internet of Things terminal and the Internet of Everything after the car is intelligent. For enterprises, the most valuable are the system, vehicle and automatic driving solutions, which Huawei and DJI are the best at.
Huawei and DJI understand that they can build their own cars and make great moves, and playing the role of suppliers can play their own advantages.
However, these two companies with similar car-making concepts have different corporate cultures. The most subjective embodiment is that when it comes to Huawei, we will immediately think of Ren Zhengfei and Meng Wanzhou, and when it comes to DJI, we will most likely not think of Wang Tao for the first time, but more of DJI drones - the former is the soul of the enterprise is a character, the latter is a product.
This may be an important factor that determines the two companies, who can better represent Shenzhen in the field of smart cars in the future.
But how can the first be so good? Not to mention who can win the battle of tomorrow between Huawei and DJI, bydir, which is now famous, has no reason to give up the Iron Throne. Even if there are differences in the concept of car manufacturing in the future, causing them to go in different directions, Huawei and DJI enter the game to build cars, still inseparable from the gaze and supervision of BYD, a lion teenager.
A few days ago, Wang Meng's explanation on short track speed skating, "My eyes are rulers", was on the hot search, and on the road of future car building, BYD's gaze is a ruler, which is not only a model for Huawei and DJI to enter the game of car building, but also a ruler to supervise their development.
BYD takes car-making as the starting point and continuously improves the blank field of car-making; Huawei uses mobile phones as the fulcrum to constantly try to depict the blueprint of car-making dreams; and DJI continues to explore the road of car-making with drones as the starting point. Don't forget that also in Shenzhen, there is Tencent, an all-round player.
Lane change overtaking, the arrow is already on the string. In the era of smart cars, the answer to who can represent the future of Shenzhen is not far away.
| Li Sijia |
Leader of the anti-parsley alliance and long-time occupier of the first floor of the commune