Economic environment and the development of automotive enterprises
On July 13, 2020, a film "Can Great Wall Motors Survive Next Year?" The short film expresses the feelings of Wei Jianjun, chairman of Great Wall Motors, who has been building cars for thirty years. In this three-minute special film, Wei Jianjun, chairman of Great Wall Motor, used "reflection" instead of "celebration", "crisis" instead of "achievement", and "life hanging on the line" instead of "immeasurable future", launching a speculation about life and death.
, duration 03:05
Wei Jianjun said: "If we think that we have succeeded, every successful past may stumble on the future; if we do not see subversive changes, it must be us who are subverted; if we dare not break through the rules, then the rules will soon become a cage of creation." ”
In the face of the current environment, Wei Jianjun bluntly said that Great Wall Motors is "a life hanging in the balance".
Some content cannot be expressed directly and in layman's terms, and the wording needs to be very careful, so it will affect
Expression effect. The deep meaning of it needs to be experienced!
Table of contents of articles
Zero, Preface and Background Introduction
First, the impact of national competition or the international political situation on automobile enterprises
Second, the automotive industry technology investment and technology research and development
Third, the R & D model or R & D system of the automotive industry
Fourth, the bottlenecks and constraints of technology and supply chain
Fifth, the impact of capital or investment industry on the automotive industry
Sixth, the challenge of cross-border car-making and new forces in car-making
VII. Resource Layout and Group "Operations"
8. Auto parts group
Nine, technological development and upgrading and investment model of core components
10. Technology integration and brand integration
11. Risks of overseas investment
12. Intelligence and Confidentiality
13. The Cognition and Role of Culture
If the economic situation before 2020 or the external environment of enterprises is "normal" or relatively step-by-step, then the economic situation after 2020 is a huge risk and a huge opportunity for enterprises.
The factors affecting the survival and development of enterprises have undergone or will soon undergo tremendous changes, and for enterprises that have a clear understanding of the situation and can adopt appropriate strategies and tactics, they will become the winners of a new round of world economic integration. If the company's response measures fail to meet the changes in the external environment, it will become a historical trace of the general trend. No matter how powerful the enterprise is now, if it does not follow the trend, it will be easily changed by the change in the huge economic and political changes.
Today's national competition has been different from the previous form of competition, the economic and technological development of the largest developing countries has far exceeded the expectations of competitors, has shown an unstoppable trend, and the period of economic colonization or economic slavery is coming to an end.
Therefore, the means of containment and obstruction of Chinese enterprises will emerge in an endless stream, and the bottom line will be lowered again and again. Restrictions and embargoes on core technologies, core components, critical and core equipment are only openly placed on the desktop. The "restrictions" on technical personnel are even more intense. In addition to that, it is even more important to note that commercial spies! Dark in the dark? Mingma is even more difficult to defend! Some conspiracies may be more influential in corporate decision-making and strategy.
The communications industry is technology-intensive and capital-intensive, and the automotive industry is not. Huawei's chips will be restricted, will the automotive industry have similar risks? As for whether it is a full restriction, or a partial restriction or a certain degree of restriction, it depends on the development of future competition. Being technically or in core components is one of the most direct and effective means to suppress competitors. Even the freedom of personnel may be restricted, think about it, to what extent is the fierce national competition now?
What is the proportion of core components or core technologies that the independent brands of the Chinese automotive industry can control? What is the proportion of foreign-funded enterprises controlled? What percentage needs to be imported from abroad? The core technology and components that need to be imported from abroad are the highest risk, followed by the high risk that even if it is produced in China, but the technology is completely controlled by foreign capital, it is also a high risk!
If foreign enterprises use a very "normal" and "objective" reason to cause a tight supply or interruption of supply of some or some core auto parts, can the independent brands of Chinese automobiles afford it? Are there risk plans and countermeasures? Chinese car companies, which seem to be already powerful on the surface, may be easily knocked down by competitors because of some core components!!!
Affected by the epidemic in early 2020, foreign imports of auto parts have also been affected, and if the supply of some parts and components has a problem, domestic independent brand car companies may be seriously hit.
On April 24, 2020, CCTV's "News Network" focused on the global supply problems faced by Great Wall Motors in 1 minute and 50 seconds with the theme of "Facing Difficulties and Innovating development", and through the overall allocation of global supply resources, opened up upstream and downstream, ensured the stability of the supply chain, resumed normal production in an orderly manner, and drove the rapid development of the entire industrial chain.
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In the newscast, the general manager of Great Wall Motor Tianjin Haval Branch said: "We have 105 companies in the supply chain in Asia and 67 companies in the European supply chain, which are in a state of suspension or semi-suspension, and the Tianjin base has only one week of inventory, which is more than 10 days at most. It will be out of supply in May."
"A car needs more than 30,000 parts to assemble, and the raw material for just a small friction plate on the transmission comes from at least two countries. Overseas suppliers of all raw materials are distributed in 26 countries and regions, and enterprises continue to track the progress of overseas suppliers every day, while actively looking for alternatives. ”
What is the nature of this news? Happy or worried? It seems to praise the countermeasures, but it seems to have exposed a lot of commercial information, exposed the technical shortcomings, exposed the technical "involuntary", "showing weakness and people" is it beneficial or unfavorable? Such accurate business information is publicized to the outside world, is it to enhance the image or reduce the image? The professionalism of the external publicity and public relations department? Are you bragging about yourself? In addition to the accuracy of the numbers in the news, are they also exposed to hidden worries! This article is the original "Quality Management Trip", first published on the WeChat public account "Quality Management Trip".
In addition to automakers, there are not a few auto parts companies that can rank among the world's top 500 companies. Why are many auto parts companies able to enter the world's top 500? Because of the leading technology and the technical threshold, as well as because of the high added value brought by the technical advantage, it is the high price and high profit, and the high profit can maintain the high investment in research and development, so as to enter a positive cycle, the technical threshold is getting higher and higher, and the technical advantage is getting more and more difficult to catch up. Even if there are opportunities for technological innovation, those who enjoy high prices and high profits still have the advantage of resources.
How many technical advantages do the world's top 500 auto parts companies, or foreign auto parts companies with large sales, control? If these cross these technical thresholds, how much investment in research and development is required? Which independent brand can afford such research and development costs? Seemingly rapidly developing independent brands, they are still walking on thin ice in terms of strategy and survival!!! If there is no suitable strategy to allocate resources, orderly and focused research and development, when can we achieve "technical autonomy"?
Is it difficult to surpass the technical advantages of foreign auto parts companies? It may seem difficult, but it's not that hard either! The key is to look at the model and strategy of the car's own brand. If you find the right methods and strategies, you may or may be able to take shortcuts to improve your technical capabilities. Think about Huawei's development history, can you get some inspiration? Is it more enlightening to think about the establishment and development of New China? Money and resources are not an issue, strategy and tactics are the key!
The development of core technologies and core components in the automotive industry can completely leapfrog development and take shortcuts to improve. These methods will not make people feel smart, but they cannot be said, and they may be prevented by competitors and the strategy will be invalidated. Those who make good use of soldiers are hidden. Again, it's not just technology that needs to be kept secret, but also strategies for survival and development!
China's own brands, whether state-owned enterprises or private enterprises, can rank the vehicle companies, have not established automotive "parts groups" in recent years, and what is the effect? How is it evolving? Has there been much progress? What is the purpose of establishing a parts group? Has the purpose been achieved? Is the divestiture of the parts department and the vehicle of the independent brand only an independent accounting for the cost and operation? Is it just from the perspective of "humanization" that separate or independent operation can promote development? Allowing parts groups to go public? Or did it inspire the morale of the top management of the parts group? Or is there a rewarding incentive to do a good job after separation?
Technological breakthrough, technological breakthrough! Divide the army to fight for the overall victory! Cost control and efficiency improvement are just one of them, independent brands? Is it also necessary to be technologically autonomous? It's about survival, development and competition! It is to solve the key contradictions! It's to protect the bottom line and bottlenecks! It's to let the competitor relax and take the hand that is stuck in the neck and take it away! If it's just for profit, it's better to invest or do business.
Ask me, where is the "parts group" separated from the independent car brand? What is the purpose? What is the mission and intent? Will it become a "big drive" frigate of the aircraft carrier formation, or a supply ship of the aircraft carrier formation?
Some technologies can't be bought with money! In particular, the core technology that affects and is related to the automobile industry is the fundamental and dependence of foreign profitability. For the domestic automobile industry, it is a trillion yuan scale every year, is it a pillar industry? Whether the line that affects food, clothing, shelter and transportation can also be barely regarded as related to the national economy and people's livelihood. If independent brands cannot be technologically independent, they will not only be "woolen" by foreign capital in core components, but also may be blocked by technology and components under the influence of national competition and international politics... This article is the original "Quality Management Trip", first published on the WeChat public account "Quality Management Trip".
Since the key and core technologies have restricted the survival and development of independent brands, is the construction of the research and development model or research and development system of independent brands ready? Do you also have a "car-making philosophy" that suits your corporate environment? Many independent brands are also very serious about promoting a certain platform and research and development system, and also want to enhance the brand and product image, but it is difficult to say that it is easy to say!
For example, the hardware investment cost of independent brand technology centers or R& D centers is indeed very high, coupled with the salaries of R & D personnel, even if the most conservative estimates, the average annual actual R & D costs are also about billions, and even easily reach more than 10 billion. But what is the proportion of "effective" R&D? Judging from the results, the proportion of effective R&D or R&D results is very small. Just imagine, even if you use hundreds of millions of special funds to invest in research and development every year, you will get very impressive research and development results in a few years.
For example, take some details as an example, a leaf knows autumn. For example, SE, such as the division of the R & D stage and checkpoint setting, the application of FMEA, the improvement of design standards, etc., even these most basic work can not be passed, some common sense tools and methods and work content are not clear, talk about the real R & D system and R & D model? Speaking of these contents is not to increase the ambition of others to destroy their own prestige, nor to point out the words that stir up the country, but to face up to reality. Since Wei Jianjun, chairman of Great Wall Motors, can bravely say "Can Great Wall Motors survive next year?", what else dare not face it? Mistakes can be changed, and good is great!
How are R&D costs calculated? All R&D-related expenses are R&D expenses. However, some are basic research and development, some are applied technology research and development, and some are new projects or new product research and development, and these research and development costs are interrelated and interactive. For example, the cost of the test generally accounts for a relatively high proportion of the overall R & D cost, if the test results are not transformed into design standards, design standards or design specifications cannot be formed, and these hundreds of millions of test costs have been adrift. The simulation model and the correction of simulation errors all need to be supported by test costs, and mature and reliable design experience also needs test cost support. However, a large number of test costs are only regarded as "conventional tests", lack of research on the test process and test results, and have not risen to the level of design theory transformation and correction, equivalent to investing in research and development costs, but under an imprecise research and development system, no corresponding or effective research and development results have been obtained. Because there is no R&D system support, it does not output effective R&D.
A rigorous and systematic R&D system or R&D model is the basis for the effective use of R&D funds. If it is only too much to talk about, publicize the slogan, what research and development system 3.0, 4.0, 5.0, etc., are self-deception, can not withstand the test of practice, can not withstand the test of the market and customers, and can not withstand the test of competitors. In short, an excellent R&D system or R&D model can efficiently output R&D results.
The R&D system or R&D model of independent brands needs to be taken seriously, the courage to face the status quo and difficulties, the courage to challenge, rather than self-consolation to obtain the "victory" on the slogan, wasting the annual tens of billions of R&D expenses. Market opportunities are fleeting,
The research and development costs of some independent brand car companies can not be described as high, and the investment in research and development cannot be described as insufficient, but it has not produced effective research and development. It is precisely because the R&D system or R&D management is insufficient, and R&D expenses have not been effectively utilized, so technological upgrading is far from catching up with the needs of competition and the market.
Technology upgrading or mastering the key and core technology is the first step, technical advantages are realized as mass production products, and it is the second step to achieve parts with technical advantages through holding parts companies or controllable supply chains. These factors are all interactive. Why do some foreign auto parts companies become fortune-500 companies? To a large extent, it is a technical advantage or technical threshold, including not only product technology, but also process technology to realize the product. This article is the original "Quality Management Trip", first published on the WeChat public account "Quality Management Trip".
European or EU auto companies have their own mature and stable suppliers, Japanese auto companies also have their own mature and stable supply chains, and do Chinese self-owned brand car companies have mature and stable supply chains? How to effectively control the supply chain? Do foreign auto parts companies with technological monopoly advantages have enough say? It is always said that the cars sold by a certain foreign-funded automobile brand in China are "reduced", and the parts supplied by foreign-funded enterprises to China's own brands are reduced? If you do not understand the relevant technology of core components, even if the auto parts sold by foreign-funded parts companies to independent brand car companies are reduced, can independent brands be recognized? In addition, from the quality control, it is also possible that different customers have different treatment, that is, foreign auto parts enterprises do not pay enough attention to the quality and output of their own brands.
According to the CCTV news network report on Great Wall Motors in April 2020, the assembly of a car requires more than 30,000 parts, and many parts need to be provided by suppliers, if the cost and quality of suppliers or supply chains cannot be controlled, can the cost and quality of OEMs be controlled? The competition in the automotive industry is not only the competition between the whole vehicle enterprises, but also the competition between the supply chain led by the vehicle enterprises, not alone, but a group battle or a group fight.
What is a controlled supplier or supply chain? Where is the control? For example, the guidance and control at the national level cannot allow some monopoly suppliers to do whatever they want, in addition to equity participation, holding, wholly-owned subsidiaries, agreement constraints, strategic partners and so on. Think about the domestic auto parts companies, are they sometimes very "bullied" by some automakers? Reasonable profits are constrained, where are the resources to invest in research and development and self-improvement? Independent brand car companies not only have a long way to go in the research and development system, but also have a long way to go in supplier or supply chain management!!!
In order to achieve technical autonomy, key and core component autonomy, it is necessary for independent brand OEMs to support and help China's local suppliers or supply chains to be controlled, because some core technologies and components need suppliers to cooperate with supply. Only by enhancing the competitiveness of the supply chain can independent brands have the strength and foundation to compete with foreign brands.
The survival and development of domestic auto parts enterprises has seriously restricted the survival and development of domestic independent brands, but it has not been highly valued. People have no far-reaching worries, and the promotion of domestic auto parts companies also needs a cycle, and it cannot be achieved simply overnight. In addition to high premium and high value-added core technologies and components, even non-core technology components have to ensure scale advantages to control costs, which also requires strategic planning and integrated construction.
If foreign-funded enterprises interfere with the development of their own brands through the price of core automotive components and increase the cost of their own brands, their own brands will be beaten back to their original shape in minutes. The supply of core components is controlled by foreign-funded enterprises, affected by national competition and international politics, cost and quality are blind spots in control, equivalent to the fate of independent brands in the hands of foreign-funded enterprises, but it involves the balance of the national game, and the automotive industry has not had the same blow and suppression as Huawei for the time being. Once the national competition is upgraded, can the trillion-level industry of automobiles not be affected? The situation does not seem to be optimistic. Even if there is no interference from the open side, even if it is secretly manipulated, such as quality problems, then the image of the independent brand will plummet. Will foreign-funded parts and components companies have quality problems? Aren't they afraid of affecting their own reputation? Note that some quality problems are not clear of responsibility, the vehicle company is doing system integration, selection or design integration is not reasonable will also have quality problems, especially the core components of the technology is not well understood, and it is impossible to identify the real cause of quality problems. This article is the original "Quality Management Trip", first published on the WeChat public account "Quality Management Trip".
From the perspective of seigniorage, it is possible to invest, exchange and control physical goods and industries with no cost paper money, and then to achieve control over the economy, culture, politics, etc., to achieve the effect of economic colonization, economic slavery, and economic plunder. Therefore, using money to acquire and control resources or industries is the minimum motivation and motivation. Currencies such as the US dollar can be almost unlimited, that is, capital is greater than physical resources, and capital is in excess of supply. Because capital or money is not valuable (essentially has no real value), the physical object or resource has real "value.". If you add the factor of pricing power, then the impact of capital or currency on industry is unimaginable.
In the long run, the world's currency is over-issued, resulting in currency depreciation or a decline in purchasing power, so there is a need for capital to maintain and increase in value. There are three basic ways to maintain and increase the value of funds, one is to achieve through the form of banking and lending, the second is investment and commercial trading, and the third is to make profits and increase in value through business or industry. Two and three are interrelated and partially overlap in scope, because the subject or position is different, and the classification will be different.
From the perspective of national competition, controlling culture, economy, etc. through the input of funds is more important than capital preservation. Because for the topmost capital, having the right to issue money can increase money, and it can also be regarded as "wealth" or capital expansion, but if money has no purchasing power, then no amount of money can be called wealth, so the control of resources in a broad sense is the real wealth. Monetary credit and the purchasing power of money constrain the issuance of money. Even if it is a constraint, it depends on the specific situation, if the issuance of currency affects the credit of the currency, but it is beneficial to the overall competition, then it will also over-issue the currency, which will be used to dilute the "wealth" of competitors. If "resources" and physical objects are controlled, wealth will not be easily diluted. Cultural media, resource provision, logistics, credit management, brand value, research and development and technology, industrial manufacturing, real estate, stock market, etc., are all within the scope of capital investment.
The trillion-level industry of automobiles, this pillar and the industry of national economy and people's livelihood is of course also the focus of capital investment and control. How big the capital or investment is, how deep the water of this pond is! Advantageous technology and resource control can achieve economic "plunder" and industrial control.
Since capital is in greater supply than demand, that is, capital chases resources and industry, enters the control of resources and industry, and makes its capital or currency have real value, and capital or currency has corresponding resources and industries, or controls resources and industries, which further enhances monetary credit. Using money to invest or acquire, to obtain control or controlling rights in resources and industries, is both a superficial pursuit of capital and a means of capital control. Regardless of whether the currency depreciates later, the ownership of physical objects and industries after investment or acquisition is the value or "wealth". Whether it is to control the supply chain or to set up a "parts group", it is to control resources and industry, which is a higher level of competition. In order to obtain high profits, or to achieve complete control, more enterprises cannot be involved, so it is necessary to set a threshold for competition or entry. On the one hand, the technical threshold is also an important influencing factor, because of the pricing power, the technical advantage leads to high price, and then the capital threshold is high, which is the result of the overall strategy.
Because capital is oversupplied, because capital or capital controls the corresponding resources and industries to have its real value, so the traditional technology of the automotive industry continues to have a high threshold and does not want domestic enterprises to get involved; on the other hand, new electric and fuel technologies are also actively invested and laid out, with sufficient capital supply. Think about it, the great wall, Geely (at least Volvo), Chery and other capital supply, not only to maintain traditional technology, but also to deal with new technologies and new forces of cross-border car manufacturing, etc., the capital is actually at a disadvantage compared with them. It is precisely because of the support of capital and funds that the new forces of car manufacturing will become a non-negligible competitor that challenges traditional car companies.
Independent brands, especially the so-called private listed companies born in the grassroots such as the Great Wall, have just begun or have not yet formed a perfect diversified layout, which is equivalent to the supply ship of the aircraft carrier formation has not yet been or the tonnage is not enough, and in the change of technological subversion, the situation is even more precarious. In addition, with the volume or scale of the annual sales volume or scale of more than 100 billion yuan per year, the scale advantage and resource advantage are at a significant disadvantage. Only by using reasonable strategies and adjusting relatively limited resources can we face and meet this powerful challenge. This article is the original "Quality Management Trip", first published on the WeChat public account "Quality Management Trip".
Why cross-border car building? Technical threshold? Technological change? Because the threshold of the automotive industry is changing, the previous advantages of traditional car companies may no longer be so obvious, especially the advantages of technology, even in terms of funds, there is not necessarily an advantage in funds, because capital or funds in the world are oversupplied.
For example, why does Evergrande cross-border car building? What does the "ideal" originally do? Whatever its purpose is, at least it is financially and technically feasible, which is why it will be cross-border car building. There are more competitors and more "spoilers", indicating that the advantages or defense lines of traditional car companies have loopholes or opportunities, which also means that the risk of being subverted has been or is increasing. Privately listed independent brands may not be as powerful as imagined, so they need to be calmly observed, actively coped with, and cannot make mistakes!
When traditional car companies are not fully aware of risks and technological changes, those enterprises that dare to challenge and invest have mastered the technological opportunities, laid out technology and patents in advance, and the layout of basic resource supply may be a step ahead. It is precisely because of the mastery of technical opportunities that they will or dare to build cross-border cars. Regardless of the development and results of new technologies, after all, it requires the investment of resources and energy, and the independent brands of traditional car companies seem to be in a two-sided situation, on the one hand, to deal with the competition of foreign capital or joint venture brands, on the other hand, they also need to face new technologies and new forces in car manufacturing.
Only when money controls resources and industry can it have real value. The relationship between the automobile industry and "national economy and people's livelihood" plays an important role in the economic impact, the right to speak in the industry is very important, and the right to speak in the industry needs independent brands to strive for and achieve, while independent brands such as Great Wall Motors are facing strong capital challenges.
For example, the Internet's Ali department, Baidu system, Tencent system, is the dominant player in this industry, and enterprises in this industry will basically stand in line or find "dependence". The influence and control of these big companies have long exceeded the Internet industry, such as media traffic, big data, automatic driving, map navigation, office software, application software, etc. In-vehicle entertainment, automatic driving, map navigation, etc. are directly related to the automotive industry, and the brand building of automobile enterprises is inseparable from the channels and traffic of the Internet. The marketing model and marketing strategy of automobile companies may be affected by the Internet, which has a deep meaning, can not be clearly stated, please experience it yourself. You can refer to the content of "Thirteen Articles on the Art of Enterprise Warfare" in the WeChat public account "Trip to Quality Management". Maybe you can understand the "secret"! The secret involves the core strategies of competition.
The layout of marketing companies + technology centers or R & D centers + vehicle manufacturing + parts groups can not fully adapt to the competition and development of today's era, the organizational structure and mode of car companies need the layout and adjustment of group operations, in order to rationally allocate resources, win resource layout advantages and organizational structure advantages, strategic capabilities and organizational capabilities!
For related articles to read, please click on the link: Great Wall Company's Corporate Brand Building Suggestions and Proposals
For related articles, please click on the link: Thirteen Articles on the Art of Enterprise War
What can be disclosed is a small strategy, such marketing is only the most superficial marketing, even if it does not cost money, it can be marketed and brand building, which is a higher level.
The "parts group" under the vehicle automobile has been mentioned in the previous article, and it is specifically mentioned here. Say that it is a component, but it may actually include an assembly or subsystem. Which technologies and components are appropriate to decentralize to a controlling or wholly owned subsidiary? If the assembly-level products are placed in the "parts group", the corresponding R & D resources are placed in the technical center or R & D center of the vehicle, or in the "research institute" of the parts group? Because the technology of the assembly-level product involves the system integration of the whole vehicle, it is more appropriate to put R&D resources into the technical center of the whole vehicle! The organizational structure adjustment of the parts group also involves and affects the adjustment of R&D resources of the vehicle technology center! The technology that affects the overall design and integration of the vehicle can be placed in the technical center of the vehicle to ensure the design quality and efficiency of the vehicle, and it can be more conducive to SE and organizational coordination and resource utilization.
If the "parts group" under the vehicle automobile wants to compete and develop in the market, it does not have certain technology and research and development capabilities and cannot do so, this is the contradiction that needs to be resolved in terms of research and development resources. The adjustment of R&D resources and the change of organizational structure are more related to the overall changes of vehicle enterprises, so as to coordinate the organization and future development of parts and components enterprises after the divestiture.
For the overall situation of the vehicle enterprise, what resources need to be shared or integrated? For example, some management resources and public service resources. Integration or separation of one or the other does not ensure optimal efficiency. In addition, how to manage and "control" the subordinate "parts group"? Administrative order and target management is only one aspect, but it cannot ensure the achievement of the expected goals, that is, can the management system at the enterprise level of the vehicle effectively control the subordinate companies? This seems to be a lot of worry, but it is not, even supplier management has not been able to pass the management system, internal management or internal affairs are not necessarily optimistic. This article is the original "Quality Management Trip", first published on the WeChat public account "Quality Management Trip".
What is the overall planning and development strategy of the "Parts Group" under the vehicle company? Can it become a Fortune Global 500 company? Will the goal be achieved in the next fifteen years? Do you have the confidence, courage and ambition? Which components need to be laid out and developed? There always needs to be a choice! The selection strategy should be consistent with the overall development strategy! What are the technical advantages? What are the scale advantages? What are the cost advantages? Through the layout of the "parts group", can it have a promoting and leading role in supply chain management and control? Can "technological autonomy" be achieved? How to achieve the goal of becoming a Fortune 500? How to achieve technological autonomy?
The establishment of a subordinate "parts group" and the realization of technological autonomy and supply chain controllability through the investment of the parts group are important influencing factors in the development and competition of the vehicle enterprise.
There must be money and vision, but also methods, and the correct investment and layout can achieve "technological autonomy" and supply chain guarantee. Regarding the investment strategy and "methodology", it seems that the "patents" and techniques that belong to the capital circle can easily realize the realization and utilization of capital or funds through the layout of information channels and contacts. Some of the investment experience and skills of the "rentier class" at the capital level can be referenced, but only for reference, because the resources and relationships controlled are different.
In addition to the right investment strategies and methods, confidentiality needs to be considered to prevent imitation and counterattack by competitors. You can only become famous in one battle, and when you are discovered by others, you need to be invincible, otherwise you will be limited and hindered. Hide actions and intentions to better exert your attack power!
Consider the case of Taobao: In 2003, Ma summoned ten employees in Hangzhou and asked them to sign an agreement that required them to leave Alibaba immediately for a mysterious project. This project requires absolute confidentiality. If they wanted to know what the project was, they would first have to quit Alibaba and work in a secret location. Participants must keep their work confidential to their friends and family. Even to other Alibaba employees have to keep it secret...
How many car brands are there in China's domestic market? What does this say? After the incremental market becomes a stock market, the integration of the automobile industry has not really begun or has just begun, China's automobile market is not yet a fully competitive market, and any powerful automobile brand can sell several cars, reflecting the stage of ruthless reshuffling and integration. The exit of Zotye Automobile seems to be a beginning, but also a signal! How fierce will the competition be in the future? How cruel will it be? Wei Jianjun, chairman of Great Wall Motors, has already given the answer: Will Great Wall Motors survive next year? What kind of market and economic environment makes the chairman of a car company that has sold millions of vehicles for several consecutive years worry about the survival of tomorrow?
In the automotive industry around the world, there are many opportunities for technology integration and brand integration, are domestic independent brands ready? Is there any corresponding funding? Is there a corresponding management ability and integration ability? Are there sufficient human resources for operation and management? Is brand influence recognized? Think about SAIC's acquisition of SsangYong in 2004, and SAIC just bought a lesson with billions! Even in the alliance of Renault and Nissan, it seems that Nissan is not convinced of Renault's "dominance", but because of the scale and management of the "system" restrictions, it has to huddle together to keep warm. BAIC's $200 million acquisition of some of Saab's platform technology has been applied to it? Did you get the expected profit? What was the result of Beiqi Foton's purchase of the Borgward brand? This article is the original "Quality Management Trip", first published on the WeChat public account "Quality Management Trip".
There are many opportunities, the key is to look at the financial strength and "digestion" ability, do not buy casually, but to see the opportunity, but also to decisively buy and buy!!! Not only the preparation of funds, but also the preparation of talents? Can the human resource management system or employment model adapt to the future talent needs? How much value does Great Wall Motor's senior managers or vice presidents brought in from the outside contribute? How many departures? The problem of the human resource management system can be seen! Taking a step back, without the participation of external personnel, how to improve the vision and pattern of internal personnel, as well as professional capabilities. If the professional ability of internal personnel is not effectively improved, how to cooperate with the global layout of Great Wall Motors? Let's not say that it is not successful, at least it can earn 10 billion, so don't just earn 1 billion and be complacent and proud. Things are man-made, talent is the key!
Relations between China and India have been a little strained over the years, but Great Wall Motors still wants to buy GM's Tarigon plant in India. In January 2020, Great Wall Motors and General Motors signed an agreement to acquire GM's Tarigon plant in India.
Has Great Wall Motor's strategic planning department conducted a risk assessment? Political risk? Brand influence? Competitive situation? Own management ability? Supply chain capabilities? How does Great Wall Motor's strategic planning department consider it? Is there a risk assessment model? Is there a risk assessment approach? For Great Wall Motors, with so much capital investment and preliminary preparation, shouldn't we be cautious in words and deeds? If the acquisition is postponed or shelved due to political influence, is it a little wasteful of funds and manpower!!! The key is that this strategic planning capacity is exposed!!!
It is not impossible to take chestnuts in the fire, the key is to see the ability to take chestnuts in the fire. The Indian market may not be special for companies with many years of multinational operations, but for Great Wall Motors, the degree of risk is self-evident. In addition, there is nothing for enterprises in other countries, but the Indian market for Chinese companies is equivalent to the impact of the Diaoyu Islands on Japanese companies in 2012, and the impact of the THAAD incident on Hyundai Motor in South Korea. Although some say that THAAD is only a catalyst for the decline in Hyundai's car sales, the impact of politics on the company should not be underestimated.
Dangerous states do not enter, and chaotic states do not live. If after the correct risk assessment, Great Wall Motors can bear and avoid risks, it is still reasonable, afraid that "mathematics is taught by physical education teachers", how does the strategic planning department of Great Wall Motors consider it? Why did you give Chairman Wei Jianjun such an idea? Do you look at the auspicious buy buy buy eye gluttony? Shouldn't you learn the purchasing power of Geely before you buy! Even if we take a step back, isn't there a better opportunity than buying an Indian factory? Everyone is buying technology and brands, but Great Wall Motors is just buying factories? Why did GM sell its Indian plant? Why? Can Great Wall Motors correct and prevent these causes?
These words are all in the tone of rhetorical questions or questions, in order to enhance the ability to express, not to have any "opinions" on the Great Wall Company. Because I love the national brand of Great Wall Motors, I will be anxious and worried about Great Wall Motors.
Take a look at the songs written for Great Wall Motors and feel the love for Great Wall Motors:
Please click on the article and music link: The Great Wall was repaired to Russia
There is a full love for Great Wall Motors in the music, And Great Wall employees sometimes call the Great Wall Company "Great Wall", and whenever they see such words as the Great Wall, they will be proud of the Great Wall!
To some extent, there are no "effective" secrecy measures for some of China's automakers, and they are almost transparent from technology to management to operating models. Don't think that independent brands do not have technical advantages, there is no need for confidentiality, this is how inferior and short-sighted! Take the military example, if the weapon or technology is inferior to the opponent, then there is no need for secrecy? At the very least, the strategy and tactics should be kept secret! At the very least, experience, skills, regulations, organizational forms, etc. should be kept confidential! Note that spies are interested in more than just technology!!! Rather, I am interested in every aspect and every move!
From the direction of development, to the system system and model architecture, to the tools, methods and experience and skills, it is not only necessary to keep confidential, but also to prevent being misled and biased by opponents. What a lack of self-confidence in the induction of media information! The winner is king, when you win the victory is the star and benchmark that is imitated, if you lose yourself in blind worship when you are not successful, and you do not find a way and method that suits you, then you may be confused by your opponent and miss the opportunity to develop, at least you will take detours and pay tuition. Think about the home appliance industry, mobile phone industry, communications industry, foreign brands have also become history?
You can't be proud, but you can't be inferior. Self-confidence can find a development method that suits you. If some publicity and rhetoric makes you unconfident, is it good for you or bad? Take Huawei's burden of learning IBM, which is a hype, is it to publicize Huawei, or to publicize IBM? Which company succeeded in learning from Toyota? Huawei is a typical Chinese management! Huawei's success is due to internal factors and is the result of its own efforts! Chairman Mao has also seen Marxism-Leninism, but did Chairman Mao's thought come from studying Marxism-Leninism? Can't say yes, can't say no, then is it not? See it belongs to you? What does it belong to you when you learn it? The unity of knowledge and action is yours, and what you understand is also your creation! Chinese characteristics are unique to China, Huawei is Huawei-style operation and management, and the success of Chinese enterprises is Chinese-style management!
It is not so much a trade war as a battle of victory and defeat between countries, not just economic competition as conventionally understood; it is not so much a victory or defeat between countries as a decisive battle for survival and replacement between different cultures.
Culture is a broad concept. Culture does not belong to or is confined to the category of human beings, but should be the category of sentient beings and (reverence) of all things. A culture in which nature and man are one, a culture that conforms to the laws of nature. Culture is the power or energy of enlightenment, the energy of change, the energy of adjustment. As the saying goes, how big the heart is, how big the stage is, and this is not the amount of heart, the strength of the heart, the desire!!! One thought can change thousands, and one thought can rewrite history. Mind, belief, belief, that's power or motivation.
The founding of New China opened a new chapter in history. A new era has begun, and the Chinese nation has rejuvenated and begun a great rejuvenation. The War to Resist US Aggression and Aid Korea has brought all countries to a new understanding of the Chinese nation and its strength. What is the source of power? It is Chinese culture! Chinese culture has bred and cultivated outstanding Chinese sons and daughters, no matter how arduous the environment is, always facing difficulties, going forward for the survival of the Chinese nation, sacrificing life and forgetting death, so that the Chinese cultural context can be inherited. The context is there, the root of China is there; the root is there, it will flourish, and only then will people's hearts be condensed.
Culture is the observation and understanding of the heavens and the earth, culture is the result of adapting to heaven and earth and nature, culture is the method of harmony with man and nature, culture is the power of purifying the inner universe, culture is the feeling of compassion for heaven and man, culture is the responsibility and pride of cultural people...
Culture gives mission and responsibility, as well as strength. Whether it is national governance or the community of world destiny, whether it is the indoctrination and change of culture. Culture not only recognizes the energy of nature, but also carries the energy of nature. How to describe the instrument that carries the path? Is it the Tao or the Instrument? Or is it that the Taoist instrument is one?!
The chosen route, the chosen mode of development, the chosen mode of competition or struggle, and the chosen way of getting along with the world are not the embodiment of their culture. The power of change or change generated by culture is the driving force of the community of world destiny. What is the World Community of Shared Future? What is The World of Cosmos? This is the Chinese nation, which has not wavered in its faith for thousands of years. No matter how the world changes, whether it is progress or regression, whether it is groping or trying, no matter how much right and wrong and praise and criticism, this is the way back to nature that is being sought, and it is also because the context has always been there, so it has not lost its way for thousands of years...
The context is there, the roots are there. In the new era background and environment, cultural forms will also change and develop. However, no matter how the cultural form changes, the cultural context is always connected to the root of the road, and the new cultural form is to better adapt to the changes in the environment of the times. Cultural change or cultural form change will become the source of power for world change!
