Universal "Tesla Dream" If Dreaming

Regarding the issue of making electric vehicles to spend money, Lu Guanqiu, who is of manufacturing origin, is obviously different from Alan Musko. We have seen Lu Guanqiu talking about “we will earn money from Wanxiang. Every minute of income is used to make an electric car, and it will burn a lot of money until it succeeds, or until it collapses.” We can regard these words as an attitude, or as a development model. Through other industries to make money to subsidize the new energy vehicle manufacturing operations.

Alan Musko also has other operations, especially related to aerospace technology, but we believe that Tesla’s source of funding is more of its own efforts, including its own packaging, marketing, and rising share prices. It can simply be seen as the self-reliance of its own electric vehicle business, or it mainly depends on spending others' money to develop this business.

Both of these methods are understandable to us. They are all successful business operators in different industries. As businessmen, they all know their strengths and weaknesses, and then use their own advantages.

First, the "New Energy Dream" should have different forms of expression.

I don't know if Lu Guanqiu has said that "China Tesla" is to be done, or if the media adds to the content it talked about. In fact, it is not necessary to go to Tesla on the dream of making new energy cars. The type of car, or between these types, has more options.

There are a lot of things now. Things about new energy vehicles may not have been conclusive. The main high-end new energy vehicles must be the future direction. The loss of the Tesla Motors last month caused the stocks to fall in a larger range. This shows that this aspect may not necessarily be able to achieve what? At least the capital market has its own judgment on this concept. The same thing, when the car first appeared, it was also a luxury product. Ford created a system that made them the necessities of the people. This made our automobile market and the automobile kingdom a success. These are undoubtedly the same thing. Released in new energy vehicles, after all, we see the new energy vehicles, millions of prices at times, can only stay in a small area, not the mainstream of the car.

In fact, the acquisition of Fisker cars cannot simply be attributed to bad luck. We can attribute the fact that Tesla Motors has good luck, and if it is not a profitable situation last year, it may be the same as Fisker cars. Abandoned by the capital market and then merged and acquired. Of course, there is Alan Musko’s understanding of the capital market, and his own ability to market and operate the capital market. These are things that help it to grow up. Such things can No copy? Lu Guanqiu's new energy dreams how to express? These may be a few things that can be concluded by a rhetoric, but rather a research and positioning.

Second, Wanxiang should bet its own bets on system-level integration.

The main purpose of Wanxiang’s purchase of the new energy auto vehicle manufacturer Fisker is to create a complete new energy vehicle production chain. At this time, its own advantages should be how to integrate its own resources rather than rely solely on On its own huge capital chain, when new energy vehicles fail to fully blow out, they are the bottomless pit of funds, and system-level integration can cope with the current situation and can cope with the long-term.

Wanxiang Group acquired A123, a new energy vehicle battery supplier in the United States in the previous two years. As a core component supplier of core components for new energy vehicles, the future of A123 is not only a commercial activity, but also even that of President Barack Obama. When the government was re-election campaign, it became a political topic. Wanxiang underwent pressure from various aspects in the bankruptcy of the A123, and eventually completed the merger after making corresponding commitments on the location of the production plant.

This is the advantage of being a new energy manufacturer, so Wanxiang should do this:

In the first aspect, A123 coordinated its own battery business. After Wanxiang succeeded in the acquisition of Fisker, the role gradually changed from the original parts suppliers to those who had both suppliers and competitors. The other core business, battery business may be subject to fluctuations, at least for other new energy vehicle manufacturers, want a more stable supplier, will take the initiative to consider their own interests and not competitors' products.

We have seen news from various sources, including the cooperation between Tesla Motors and the Tesla Motors Group that was mentioned by Wanxiang Group in the past. In fact, if Wanxiang Group uses Fisker to enter the vehicle production field, it is believed that Tesla is When selecting battery core components, they will actively avoid selecting competitor parts. These may also require psychological preparation for Wanxiang Group.

The second aspect: Dealing with their own production capacity and core component suppliers. After the owner of Great Wall Motor spoke about his early days of startup and about the suppliers of engines, he talked about some of the engine products that he used when he was a competitor's product. The sense of urgency is very strong. The current problems are also facing Wanxiang Group. The engines of the increased-range hybrid vehicles, as well as some vehicle production capacities, are all provided by other vehicle manufacturers. In this case, the Wanxiang Group controls Fisker Automotive. Is it really able to dominate their own destiny to develop and put into production the corresponding products?

Topics are always cost-effective to buy products, use OEMs, buy auto parts companies that buy core parts without too much precipitation, and may need more energy and capital investment to get more results.

In the third area, developing its own brand awareness, FISCO Motors is a company built in 2007. Its brand recognition ability is limited. Everyone has seen Tesla Motors making money and companies that want to make money through the same product positioning. Quite a few, but only Tesla Motors is able to accomplish this task. For Fisker to get a similar success, it may take more than just spending $149 million. There are also brilliant and legendary “Allen. "Muske" also needs a legendary brand to build. Does this mean that Wanxiang Group is ready?