Heavy!
Good news from the home appliance industry!
It is related to the future development of Gree!
A physical store decoration map of a Jingdong Gree store came from the Gree shareholder group, and before that, many Gree shareholders had long heard that there would be a big move in the reform of the Gree channel!
Through layers of logical analysis, will there be the following possibilities:
first
Gree Electric Appliances is suspected to be a strong alliance with Jingdong, and Gree traditional dealers are integrated into the Jingdong platform?
second
Gree and Jingdong share logistics warehouse system, share Gree major base production plants? Gree Titanium (Yinlong) provides logistics vehicles?
third
Will Gree and JD.com cross-shareholding in the future?
The logical support for my judgment as above:
First, Dong Mingzhu and Liu Qiangdong have always had a very strong relationship, Dong Mingzhu borrowed money into Yinlong, and Liu Qiangdong gave strong financial support.
Second, at a Chinese brand forum, Dong Mingzhu said: "We rarely meet, but there are endless words when we meet", and Liu Qiangdong is even more blunt, after a recent visit to Gree, "I fully understand her inner world".
third
Gree Electric Suqian Small Household Appliance Base has been cooperating with Jingdong Cloud for a long time, and this reverse customization practice will make Gree small household appliances develop faster and better, and the model is very mature.
Gree Jingdong reverse customization:
Through the blessing of new technologies such as big data, manufacturers can conduct relatively accurate judgments on the potential needs of consumers based on the analysis of massive user data, and then discover potential growth points, and promote targeted research and development and production at the upstream end, so as to make this "customized" production of products more in line with consumer needs. This model of precise pulse control is also called reverse customization in the industry, that is, C2M.
fourth
An important role, that is Hillhouse Capital. Zhang Lei and Liu Qiangdong are old friends, and Hillhouse Capital is an important angel investor in JD.com. And in the first quarter of this year, nearly 3.67 million shares of Jingdong jumped to become the second largest heavy position in the first quarter, with an increase of 76% and a market value of 488 million US dollars!
fifth
Hillhouse Capital Zhang Lei described Gree Electric Appliances and Dong Mingzhu in his book "Value", and I copied all the parts related to Gree and Dong Mingzhu as follows:
What is more convincing is that the management team of Gree Electric Appliances has always been conscientious and conscientious, and its understanding of respecting the laws of the market and respecting the laws of value creation is far-reaching enough. Therefore, we uphold the principle of "once we find an excellent company, we will support it for a long time", and the support for Gree Electric Appliances has been for more than ten years, and it will be longer.
"Iron Lady of Business" Dong Mingzhu is an entrepreneur I particularly admire. After entering Gree in 1990, Dong Mingzhu started as a salesman and then took on heavy responsibilities to lead Gree to break through in the most competitive white goods market. It is almost impossible for anyone to do business without being subject to various restrictions or obstacles, but Dong Mingzhu adheres to the core principle of "not letting Gree suffer any harm", treats the enterprise as his own child, bows down, and does his best to be in the right place. This kind of entrepreneurship can break the pedantic industry conventions and achieve a more efficient and sustainable industry.
(Gree Electric) focuses on technology research and development, breaking through the inherent pattern of the smile curve...
In the equity transfer, our biggest experience is to respect the enterprise and the entrepreneurial spirit, and respect the creativity of every employee.
In the future, China's manufacturing industry must fully grasp the value links of high knowledge density, high value and high influence, reconstruct the industrial portfolio from the dimension of production factors, and master the core design, core technology, and core brand resources in order to get rid of the passivity at the bottom of the industrial chain and jump to the high end of the industrial chain. Hillhouse is involved in this transaction precisely because we see this possibility in Gree Electric Appliances.
Give full play to the advantages of long-term capital, use global research and experience in helping the transformation and upgrading of the real economy, help Gree Electric Introduce More Strategic Resources, further improve corporate governance, achieve strategic development repositioning, breakthroughs in core technologies, and internationalization and diversified development. The industrial transformation marked by digital transformation cannot be achieved overnight, and it is necessary to make local breakthroughs, run fast in small steps, accumulate experience and confidence in digital transformation, and gradually realize the gorgeous upgrading of the industry.
sixth
There is one more important thing. Ignored by many Gree shareholders, that is, the "Gree Jingdong Dealer Conference" held at Gree headquarters last year, in my impression, this is the first time Gree has held such a meeting, Dong Mingzhu made a long speech, interested can go to find the relevant video.
Through the above signs, it is shown that a wonderful drama built by Hillhouse Capital Zhang Lei, Gree Electric Appliances Dong Mingzhu, and Jingdong Liu Qiangdong is about to be staged, please gree shareholders to wait and see!
Please also ask Gree shareholders to pay more attention to the opening of Gree Jingdong stores around them, send more out, and share the real-time situation.
The above content is logical inference, please make a rational decision!