Text: Long wind
On February 17, a video of an internal speech by Huawei President Yu Chengdong circulated. He said Tesla, at the peak of the Chinese market, only sold 30,000 cars a month, which can catch up with and surpass Tesla in a short period of time.
Tesla's Model 3 can sell more than 20,000 units, and the Model Y sells 10,000 units. Hope to surpass them in the first year, far exceed them in the second year, and annual sales will break through to 2 million vehicles.
Not only to surpass Tesla in a year, when talking about the future goal of Huawei AITO, Yu Chengdong said that we have a more high-end version in the future, which will beat BBA (Mercedes-Benz, BMW, Audi) at a price of 300,000 to 500,000. Can Yu Chengdong lead Huawei to achieve such a goal?
As the leader in 5G communications in China, Huawei has always been the focus of attention in the industry. Huawei also accounts for a large proportion of the mobile phone market with its Kirin chip, and even once surpassed the world giant Samsung. But later, due to the shortage of chips, it even formed the end of "after Huawei fell, it was really Apple who was full".
When Apple took the first mobile phone sales, Xiaomi founder Lei Jun also officially issued a statement on February 8, "within three years, it will take the first place in the domestic high-end mobile phone market share." ”
Huawei did not sit still, and when the mobile phone business was restricted, Huawei also took the initiative to make Glory independent. Especially in the past two years, how Huawei breaks the deadlock and returns to the peak of the past has also become the focus of "pollen"' deep concern. Therefore, Huawei has set up "five major legions" to start from all aspects and continue to work in different fields.
In 2021, Huawei's total revenue will decrease significantly, down nearly 30% year-on-year. Even so, Huawei still takes the form of stock dividends, taking out more than 50 billion yuan to pay dividends to the company's employees, with an average of about 1.58 yuan per share. By the end of 2020, Huawei had 121,300 employees with a total share capital of about 34.757 billion shares. According to this data, Huawei's total dividend in 2021 is about 54.9 billion.
According to relevant data, Huawei's 5G patents ranked first with a share of 15.4% in 2021, and these patented technologies are Huawei's most reliable business cards. Moreover, its share of the global communications market is as high as 26%, far behind most competitors such as Nokia and Ericsson, and occupy an absolute dominant position in the field of communications.
However, compared with the situation in the United States, the United Kingdom has gradually understood the quality of Huawei's 5G. Not long ago, some people in the UK said that if they continue to use Huawei's 5G technology, it is now a country with advanced communication technology. And said that Huawei 5G does not have any "security issues", but is more high-quality.
In addition to 5G communication services, Huawei is also booming in other areas such as operating systems and smart cars. As of December 2021, more than 220 million units of equipment equipped with Hongmeng systems have been installed. In addition to smart phones, Hongmeng system can also be applied to smart home, aerospace, electric power, agriculture and other fields. At the same time, Huawei's five major legions are also developing better and better.
Huawei's five major legions are smart photovoltaics, smart roads, data center energy, coal mines, and customs ports. Among them, Huawei's data center energy corps participated in the Dubai low-carbon data center project. According to data released by Huawei, the two major armies of digital energy companies, smart photovoltaic and data centers, will have performance targets of 20 billion yuan, 30 billion yuan, 15 billion yuan and 22.5 billion yuan respectively in the next two years.
At the same time, Huawei has accelerated its land acquisition speed almost all over the country, including Shenzhen, Dongguan, Nanning, Changchun, Fuzhou and other places. As early as last October, Huawei won a 760,000-square-meter plot in Longhua, Shenzhen, accounting for almost half of Huawei's Shenzhen Bantian base and Huawei's Dongguan Songshan Lake base.
Just a month later, Huawei acquired 260,000 square meters of industrial land in Songshan Lake, Dongguan, for 188 million yuan, with the type of industry as "smart car parts manufacturing".
On February 17, 2022, Huawei plans to invest a total of 4 billion yuan to officially enter the Xiangmi Lake Area in Futian District, Shenzhen, and build Huawei's digital energy headquarters and R&D base. After completion, it will mainly carry out the research and development of online energy metering technology, new energy technology research and development, and energy recovery system research and development.
Moreover, Huawei's digital energy Antoshan base, which is also located in Futian, Shenzhen, is under construction and will build the world's largest "light storage and direct soft" near-zero carbon park, which is expected to be put into use this year. Although Huawei's new energy is in full swing, it is indeed difficult for Yu Chengdong to sell more than 2 million cars a year.
In 2021, global sales of electric vehicles will be 6.5 million, an increase of 109% over 2020. Among them, Chinese mainland electric vehicles sold more than 3.2 million, accounting for half of the total global electric vehicle sales. The Wuling Hongguang Mini EV is the best-selling electric car in China in 2021, while the Tesla Model Y and Model 3 occupy the second and third places.
Previously, Yu Chengdong had already released Huawei's most expensive terminal M5 at Huawei's press conference. This is the first mass production model of AITO, a cooperative brand between Huawei and Cyrus, with a speed of only 4.4 seconds per hour and a speed of 1100 kilometers.
Not long ago, Yu Chengdong also personally called M5 on personal social media. He said the new car has a strong endurance, does not require much fuel when traveling 1400 kilometers, and praised its features such as seat massage and driving assistance. He also revealed that the new car will be officially delivered in March and substantially produced in April.
However, the competition in the new energy vehicle market is still very fierce. In 2021, the world's top 20 new energy models sold 4.7634 million units, accounting for 73.3% of global sales. There are countless new energy vehicle brands from China, Germany, Europe, the United States, South Korea, Japan and other countries.
Now that the M5 has been delivered, the answer may not be far off as the second model is about to launch, whether it will be as successful as Yu Chengdong said. Do you think it's possible to surpass Tesla and the BBA in the short term?