RINAPE :: Volume #18

#1708: Copies Ford's bottom


LNMTL needs user funding to survive Read More

To Li Mu, if must make the car industry, is impossible only to make Tesla. 李牧来说,如果要做汽车产业,绝不可能只做一个特斯拉 Even the new energy automobile is the general trend, but this situation must globally unfold, but also has a long way to go. 就算新能源汽车是大势所趋,但这个大势要在全球范围内铺开,还有很长的路要走。 Even if internally, wants to achieve in the auto sales truly, the new energy automobile and fuel vehicle proportion 55 open, it is estimated that after most must still need 2020, even after 2030 . 即便在国内,想要真正做到汽车销量里,新能源汽车与燃油车比例五五开,估计最要也要2020年以后,甚至2030年以后。 Before then, the most landscape of auto market, will be wrested away by the traditional fuel automobile. 在这之前,汽车市场的大部分江山,还是会被传统燃油汽车霸占。 Moreover, the matter that Li Mu most likes handling is the resources depth conformity, this conformity conforms with Tesla Jaguar, Land Rover or Volvo, becomes better Tesla, but must conforms Jaguar, Land Rover, Volvo as well as Tesla mutually, conforms with better Tesla, a better Jaguar, a better Land Rover as well as better Volvo. 而且,李牧最喜欢做的事情是资源深度整合,这种整合不是要把捷豹、路虎或者沃尔沃整合进特斯拉,成为一个更牛的特斯拉,而是要把捷豹、路虎、沃尔沃以及特斯拉相互整合,整合成更牛的特斯拉、更牛的捷豹、更牛的路虎以及更牛的沃尔沃 In electrical actuation takes advantage of Tesla, takes in the advantage on luxury car and sports car Jaguar, naturally, has not declined before them is too serious ; Takes advantage on home vehicle and advantage in safe driving of Volvo, again Land Rover, in four drive, the ability in entire terrain adaptation to take. 特斯拉在电传动上的优势拿出来,把捷豹在豪华轿车、运动跑车上的优势拿出来,当然,趁他们还没有衰退的太严重之前;把沃尔沃在家用乘用车上的优势以及在安全驾驶上的优势拿出来,再把路虎在四驱、全地形适应上的能力拿出来。 Volvo product line although very entire, but the relatively young numerous, light/only by he himself, dying of exhaustion are impossible to sell Toyota, but if Volvo matches Tesla, takes the hybrid route, can perhaps pass another vehicle in hybrid this aspect curve, surpasses directly present stage hybrid strongest Toyota. 沃尔沃的产品线虽然很全,但一直相对小众,光靠他自己,累死也不可能卖的过丰田,但是如果沃尔沃搭配特斯拉,走混动路线,或许就能在混动这个方面弯道超车,直接把现阶段混动最强的丰田赶超过去。 The hybrid car(riage) and new energy car(riage) are not big in the earlier although sales volume., However in the influence of social elite class is very strong, in US (America), similar Silicon Valley such elite agglomeration, is in vogue a special moral superiority feeling. 混动车、新能源车在前期虽然销量不大.,但是在社会精英阶层的影响力还是很强的,在美国,类似硅谷这样的精英聚集地,盛行一种特殊的道德优越感。 The big shot on for example these internet Corporation, net worth over a hundred million USD, live on the Ten Million USD mansion, actually must drive a tens of thousands USD Toyota Prius, why? Is because they need this moral superiority feeling. 就比如那些互联网公司的大佬,身家上亿美元,住着上千万美元的豪宅,却非要开着一辆几万美元的丰田普锐斯,为什么?就是因为他们需要这种道德优越感。 When they open tens of thousands USD Prius is going out, they have one type intensely, I am protecting Earth the superiority feeling, then can stand in the high place, with the criticalness vision, regards these to drive the ordinary fuel automobile, even the average person of huge discharge fuel automobile. 当他们开着几万美元的普锐斯出门的时候,他们就有一种强烈的、“我在保护地球”的优越感,然后就可以站在高处,用批判性的眼光,去看待那些开普通燃油汽车,甚至大排量燃油汽车的普通人。 Therefore Toyota Prius will be subject to the elite class of North America hounds, enterprise CEO, executive and Professor university and fund founder, almost every Prius. 所以丰田普锐斯才会在北美的精英阶层备受追捧,企业ceo、高管、大学教授、基金创始人,几乎人手一辆普锐斯。 In the future, Tesla of pure electricity, hybrid Volvo, may become the new favorites of these elite classes. 未来,纯电的特斯拉,混动的沃尔沃,有可能就会成为这些精英阶层的新宠。 Immediately, Li Mu inquired Davisson: Has a matter I to ask you to help, can help my approximately time chat with the Ford executives, I in Volvo as well as Jaguar Land Rover to their hand am interested, if they are interested in making a move, I can consider to take.” 随即,李牧询问戴维森:“有件事我想拜托你帮忙,能不能帮我约个时间跟福特高管聊一聊,我对他们手里的沃尔沃以及捷豹路虎感兴趣,如果他们有兴趣出手,我可以考虑拿下来。” Saying, Li Mu was also saying: Right, if there are resources in other automobile , the trouble helps me introduce.” 说着,李牧又道:“对了,如果有其他汽车方面的资源,也麻烦帮我介绍一下。” Davisson's surprised asking: „Do you want to buy Volvo, Jaguar and Land Rover?” 戴维森惊讶的问:“你想把沃尔沃、捷豹、路虎都买下来?” Li Mu un, said: If the price is appropriate, buys is not.” 李牧嗯了一声,说:“如果价格合适的话,都买下来也不是不可以。” Davisson said: But these three brands are losing money now, moreover loses money is very serious, with all due respect, you do not have the relevant experience of vehicle sector now , no specialized team helps you handle world's suppliers and sale networks, in a short time is impossible to gain, finally likely will be a massive loss.” 戴维森说:“可是这三个品牌现在都在亏损,而且亏损的还挺严重,恕我直言,你现在没有汽车领域的相关经验,,没有一支专业的团队帮你搞定全球的供应商以及销售网,短期内根本不可能盈利,最后很可能会是一笔巨大的损失。” Li Mu said with a smile: Is unimportant, after a period of time must start to start ipo to work related, once successfully goes on the market, will at least raise several hundred hundred million USD, puts out 1/10 to come casually, enough took these brands, as for losing money is indifferent, considered to play.” 李牧笑道:“不要紧,再过段时间就要开始启动ipo相关工作了,一旦顺利上市,至少会募资数百亿美元,随便拿出十分之一来,也足够把这些品牌拿下了,至于亏损更无所谓,就当是玩了。” Saying, Li Mu was also saying: Perhaps next year I will make the pulling force motorcade, crossed for two years to make the f1 motorcade again.” 说着,李牧又道:“说不定明年我就弄个拉力车队,再过两年就弄个f1车队了。” Chen Ze has a dream is thinking makes a motorcade, but does not dare to expect does f1, now is making one group of Cadin riders, trains in race track of Shunyi every day, in his plan, can make a third-level equation motorcade in the future is he biggest vainly hopes. 陈泽做梦都想着弄个车队,但也不敢奢望搞f1,现在正弄着一帮卡丁车手,在顺义的赛车场每天训练,在他的规划里,将来能弄一个三级方程式车队就已经是他最大的梦想了。 As for is China trains a true f1 race driver, this basically is the matter that Chen Ze has a dream cannot think, the formula race driver's request is extremely harsh, many are start to undergo the system training since childhood, from seats the kart 5 or 6-year-old, burns money Shaoqian to burn money unceasingly, burns to 20 years old, not only need have enough money to burn, but must have enough talent, otherwise also boils does not raise one's head. 至于为华夏培养出一位真正的f1赛车手,这基本上是陈泽做梦都不敢想的事情,一级方程式赛车手的要求极其苛刻,多数都是从小就开始接受系统训练,从五六岁坐进卡丁车起,就不断的烧钱烧钱烧钱,一路烧到20岁,不但要有足够的钱烧下去,还得有足够的天赋,不然也熬不出头。 Trains the f1 race driver, to a certain extent training a first-line player is more difficult, at least the soccer is not a movement of fever money, in talent enough situation, there is a soccer enough. 培养f1赛车手,一定程度上比培养一位一线球员还要困难,起码足球不是一项烧钱的运动,天赋足够的情况下,有一个足球就够了。 Brazilian so many youngster who plays soccer in the street earth clump, many people became the first-line player even world top player finally, whom but without hearing in the slum tread forerunner three rounds, has been able own to tread the f1 race driver. 巴西那么多在街头土坷垃地踢球的少年,很多人最后成了一线球员甚至世界顶尖球员,但没听说过谁在贫民窟蹬前驱三轮,能把自己蹬成f1赛车手的。 Therefore, Li Mu's idea, unlike Chen Ze. 所以,李牧的想法,跟陈泽不一样。 Chen Ze wants to train a China f1 rider, Li Mu wants to do a f1 motorcade that belongs to China. 陈泽是想培养出一位华夏f1车手,李牧更想搞一个属于华夏的f1车队。 For example this year buys Volvo, Jaguar and Land Rover, then goes to the home to do a new brand, the new brand is very simple, conformed with together that's alright the technologies of these three brands directly, if the domestic team conformity were not good is not unimportant, oneself large sum of money pounded to dig the peak team, the German, Japanese or the Swede and Italian, wasn't the money? Muye Science and Technology is very rich. 比方说今年买了沃尔沃、捷豹、路虎,然后就去国内搞个新的品牌,新品牌很简单,直接把这三个品牌的技术整合到一起就行了,如果国内团队整合不好也不要紧,自己重金砸去挖最顶尖的团队,德国人、日本人或者瑞典人、意大利人,不就是钱吗?牧野科技有的是钱。 When the new brand did, put up the cash to do the motorcade directly, the rally, was the British room car racing, was the equation, so long as were puts up the cash to handle, put up the cash to do. 等新品牌搞起来了,就直接砸钱搞车队,无论是拉力赛,还是英国房车赛,还是方程式,只要是砸钱能搞定的,都砸钱来做。 First puts up the cash from the chassis as well as engine of supplier third-level equation buys ready-made, does the third-level equation motorcade, then puts up the cash Europe to buy the top f1 technology and motorcade talent, the employment overseas rider, even if the entire motorcade rider and logistics is the foreigner has not all related, because of its headquarters base in China, the ownership of motorcade as well as brand in China. 先砸钱从三级方程式的底盘以及引擎供应商手里买现成的,把三级方程式车队搞起来,再砸钱到欧洲买顶尖的f1技术以及车队人才,雇佣海外车手,哪怕整个车队连车手带后勤全是洋人也没关系,因为它的总部基地在华夏,车队以及品牌的归属在华夏 Only by doing so, can introduce China to go the true essence of this movement, making the China people realize, we have this thing, moreover in our family/home, this compared with thrusting our country to create such 1-2 talents, then delivers to the overseas to be much better. 只有这样,才能够把这项运动的真正精髓引入到华夏去,让华夏人民意识到,我们自己有这个东西,而且就在我们自己家里,这远比举全国之力培养那么1-2人才,然后送到海外去要好得多。 In other words, if the home can have the level enough high soccer league tournament, then delivers to five big league tournaments the domestic player, might as well place the domestic league tournament more appropriate, because of the promotion of environment, is much stronger than forever much the promotion of individual. 换句话说,如果国内能够有水平足够高的足球联赛,那么把国内球员送到五大联赛,就不如放在国内联赛更合适,因为大环境的提升,永远比个体的提升要强得多得多。 If China really trains a f1 race driver, but the home also does not have in the situation of motorcade, this race driver can only, throw over the battle dress of other countries to go on an expedition f1 in the motorcades of other countries, if the technological strength cannot achieve absolutely splendidly, the crane tail, that has had the feeling simply weakly to the dregs, is very difficult to arouse domestic populace's true enthusiasm to this movement. 如果华夏真的培养出一位f1赛车手,而国内又没有车队的情况下,这位赛车手就只能在其他国家的车队里、披着其他国家的战袍征战f1,万一技术实力达不到绝对出色,一直吊车尾,那存在感简直弱到掉渣,很难激起国内民众对这项运动的真正热情。 However, if introduces China a motorcade, is equal to moving one set of system, oneself will be unimportant, first spends to ask the foreigner to do, so long as this set of system moves, will happen one day can the China rider, the China engineer team train, by that time, the entire domestic car industry will promote. 但是,如果把一个车队引入华夏,就等于是搬进来一整套的体系,自己还不会不要紧,先花钱请外国人来搞,只要这套体系搬进来,终有一天能够把华夏的车手,华夏的工程师团队培养起来,到那个时候,整个国内的汽车产业都会有所提升。 Once the system had, the overall strength, the good rider will also be excavated to train inevitably one after another. 一旦体系有了,整体实力上来了,好的车手必然也会陆续被发掘培养出来。 Davisson somewhat does not understand the Li Mu's interest. 戴维森有些搞不明白李牧的趣味。 If the hobby, that did football club also even, after all football club could not spend too much money, moreover did not involve what supply chain and issue of the supply chain and sales chain. 如果是爱好,那搞搞足球俱乐部也就算了,毕竟足球俱乐部花不了太多钱,而且不牵扯到什么产业链、供应链、销售链的问题。 The automobile may really be the difference was big with football club that seeming like an automobile brand is very probably sight, beyond that several top brand that but except for can make money, remaining basically compels very much painstakingly. 汽车跟足球俱乐部那可真是差别大了,看起来一个汽车品牌好像很风光,但除了能赚钱的那几个顶尖品牌之外,剩下的基本上都很苦逼。 More than 50% automobile brands are to lose money or the slightly profit, invests hundreds of millions even billions USD to do such a enterprise, one year owed big several million even over a hundred million USD is really normal , the automobile brands of ten hundred million USD ranks, laborious one year of getting down net profit only then several hundred thousand USD, regardless of the former latter, to the holder, were together the hot potato, a plate not live huge asset. 一半以上的汽车品牌是亏损或者微盈利的,投资几亿甚至几十亿美元搞这么一个企业,一年亏大几千万甚至上亿美元真的是太正常了,也有十亿美元级别的汽车品牌,辛苦一年下来净利润只有几十万美元的,无论前者还是后者,对持有人来说,都是一块烫手山芋,一个盘不活的巨大资产。 Ford is a standard example, in a complete mess that the rough period, under hand several brands owe, a Jaguar quarter can owe over a hundred million USD, one year loses money several hundred million. 福特就是个标准例子,困难时期,手底下的几个品牌都亏的一塌糊涂,捷豹一个季度就能亏掉上亿美元,一年亏损几个亿。 Volvo and Land Rover are the uneven performances, this uneven performance, refers to for a year owing badly hundreds of millions USD, good to refer to for a year owing several million. 沃尔沃和路虎则是时好时坏,这个时好时坏,坏是指一年亏掉几亿美元,好是指一年亏个几千万。 Moreover, the loss of major industry, with losing the power airplane is similar, over a hundred tons weight from over ten thousand meters upper air intently plants, wants to revive it to be easier said than done. 而且,大型工业的亏损,就跟失去动力的飞机差不多,上百吨重的重量从上万米高空直愣愣的栽下来,想救活它谈何容易。 The production line of casual automobile brand, the area was impossible slightly to result , the land cost and the maintenance, renewal and the cost of depreciation construction and maintenance cost and equipment workshop workshop, were the big numbers. 随便一个汽车品牌的生产线,占地面积都不可能小得了,用地成本、厂房车间的建造以及维护成本、设备的维护、更新、折旧成本,都是大数目。 Operates a production line, at least over a thousand workers, are only the manpower expenditure are astronomical figures ; 运营一条生产线,至少得有上千名工人,光是人力开支就是一笔天文数字; Also needs a high-cost R & D team, the management team and sales team, this cost does not lower compared with the production line worker ; 还需要一支成本高昂的研发团队、管理团队、销售团队,这成本一点也不比生产线工人低; Moreover, wants to produce the car(riage), must purchase various spare parts from the world several hundred supplier, USD to grown wings to be the same, flies from the factory to the all over the world. 不仅如此,想造车,就要从全世界数百个供应商手里采购各种零部件,美元向长了翅膀一样,从工厂飞向世界各地。 The huge production line opens, was equal to USD one after another not to stop throws toward, what throws is the money, what makes is a car(riage), the vehicle transport toward the all over the world, received exchange money to come to invest into the production line again, so is a large circulation that spans the world. 庞大的生产线一开起来,就等于是一捆一捆的美元一刻不停的往里扔,扔进去的是钱,造出来的是车,车运往世界各地,再换回钱来投入到生产线,如此便是一个跨越全球的大循环。 However, what to do can't the car(riage) sell out? The cost has thrown, the product of coming out actually cannot change money, or cannot change enough money, one month invested hundred million USD continuously, besides one pile of stock car(riage)s, only comes back five Ten Million USD, these is five Ten Million USD gaps, wants to maintain the production line to keep, can only pound 50 million toward inside again. 但是,车卖不掉怎么办?成本一直投,出来的产品却换不成钱,或者换不到足够的钱,一个月持续不断的投入了一亿美元,除了一堆库存车之外,只回来五千万美元,这一下就是五千万美元的缺口,想维持生产线不停,就只能再往里面砸五千万 At this time, the car(riage) could not open the sale, the factory or in dealer, the stock car(riage) were getting more and more, the fund pressure on be getting bigger and bigger, finally no means can only reduce prices to sell, otherwise the dealer feared that first could not shoulder to draw back the net. 这时候,车打不开销路,无论是厂家还是经销商手里,库存车越来越多、资金压力越来越大,最后没办法就只能降价销售,否则经销商怕是先扛不住要退网了。 As an automobile enterprise of ten hundreds of millions billions USD estimate values, facing the losses of every year several hundreds of millions USD, is almost is even unable to save the situation, but the production line cannot stop, once the production line stopped, the dealer and worker will scatter in a panic immediately, in that case, the entire brand is paralyzed instantaneously, this estimate value ten hundreds of millions billions USD car(riage) business become is not even worth a red cent immediately. 作为一个十几亿甚至几十亿美元估值的汽车企业,面对每年数亿美元的亏损,几乎是无力回天的,可是生产线又不能停,一旦生产线停了,经销商、工人立刻就会作鸟兽散,那样一来,整个品牌瞬间陷入瘫痪,这个估值十几亿甚至几十亿美元的车企就会立刻变得一文不值。 At this time, the car(riage) business only means of not being able to shoulder, while did not have cool passing, asked itself the oversize vehicle group to sell out, the oversize vehicle group often felt own mass was big, the channel was broad, the strength of money-making was also quite strong, thinks can make this brand bring back to life, therefore decided to bargain-hunt. 这种时候,扛不下去的车企唯一的办法,就是趁着还没凉透,找个大型汽车集团把自己卖掉,大型汽车集团往往觉得自己体量大,渠道广,赚钱的实力也比较强,自以为能让这个品牌起死回生,于是决定抄底一把。 But Ford luck is not good, bargain-hunted several times copies in the halfway up the mountainside. 只不过福特运气不好,几次抄底都抄在了半山腰上。 However, Davis does not know, not only Ford has copied the bottom in the halfway up the mountainside, but also has sheared the meat under the mountain. 不过,戴维斯并不知道,福特不只是在半山腰抄过底,还在山底下割过肉。 Volvo, Jaguar and Land Rover, are Ford „the work of bargain-hunting, finally fortunately in a complete mess, without the means can only sell out with low price, finally was copied a true bottom by others. 沃尔沃、捷豹、路虎,都是福特的“抄底之作”,最后亏得一塌糊涂,没办法只能低价卖掉,结果被别人抄了个真正的底。 Now, Li Mu wants to do, copies Ford's bottom ahead of time. 现在,李牧想做的,就是提前抄福特的底。
To display comments and comment, click at the button