(This article is based on Mr. Sima Nan's ** program, and the content has been deleted).
When I went to the toilet yesterday morning, Hutong Lao Liu suddenly asked me a question, he said: "Why doesn't the United States suppress Lenovo, Tencent, and Alibaba?" Why do you always have trouble with Huawei? "Lao Liu sometimes speaks in the scene, without much information, and he wants to say whatever he wants, but sometimes what he says is very important.
This question is to the pointWhy didn't the U.S. suppress Lenovo? Don't suppress Ali? Don't suppress Tencent?
What happened to Lenovo is news, and there has been a lot of news about Lenovo in the past two days.
Ren Zhengfei has said many times that he will not build cars, but recentlyEntered the automotive market。Some people say that today Ren Zhengfei lost his word and built a car. But Huawei's car manufacturing is not the same as everyone imagines it.
Some people have talked about some new things about Huawei, which is quite interesting. Everyone is talking about who is the cow between Tesla and BYD? Who is more powerful? There is a point of view that says: It doesn't matter who is better between Tesla and BYD, what matters isHuawei is likely to be the winner. This is highly praised by Huawei.
Is Tesla awesome? Absolutely. Is BYD awesome? Absolutely. But when it comes to Huawei, many people have a feeling, and this feeling is, of courseIt is based on seeking truth from facts。In the past, we always talked about Huawei and Apple, BYD and Tesla, but now with the cooperation between Huawei and Wenjie, as the new M7 of Wenjie is set to exceed 100,000, Huawei has also appeared in the ranks of automobiles.
Two days ago, when I went to Huawei to buy Mate60 Pro, I sat down and asked the worldM7, and I have made a special program to discuss my experience with you, and I will not repeat the details here.
Now Huawei has a new change, Huawei againReached a memorandum of cooperation and investment with Chang'an. The Zhijie S7 was released in a high-profile manner, and the last time I went to test drive the Wenjie M7, I felt even stronger.
I heard that there is now an unmanned parking technology. Now there is a traffic jam everywhere in the big city, and you can't find a parking space in a circle. Now, lock the door and leave, and the car finds its place on its own, this unmanned parking technology is too shocking. Huawei is so good, can it surpass Tesla? Some people say that this is too earthy, such a stupid question, how can Huawei and Tesla get involved?
Huawei's opponents are:BYDThe discussion about cars on the Internet is also the same as a team game, playing in circles. Netizens support BYD's team, and they believe that only Huawei is BYD's opponent. Why don't you mention Tesla, it must be that people think that Tesla is not qualified to enter the game. Just like Nezha, GAC, and Wei Xiaoli, although their performance is okay for a while, butHuawei and BYD are the infrastructure for the core advantages of China's industry
Why doesn't the United States suppress Lenovo, Tencent, and Alibaba? Because on the basis of the U.S. architecture, we are in the downstream of the industrial chain, and Huawei's infrastructure has to subvert the U.S. architecture system, so the U.S. can't get along with Huawei. ThereforeBYD and Huawei are the core advantages of China's industryThese two enterprises are quite well represented.
According to this statement, are BYD and Huawei at the same starting line? Of course not, theirsThe focus of production is different。But BYD has an advantage that is very good, that is, it is affordable, cheap but the cost technology is good, and the cost control is very good. Take the advantages of other brands as a reference and use the various advantages of the industrial chain.
China has a huge industrial chain advantage.
Yesterday, there was an article by the people's ** that also talked about the chain expo, and China's chain expo wasThe first in the world。Some of our enterprises can take advantage of the advantages of the industrial chain, engage in some automation, human-computer interaction, learn from each other to create a car, and now many companies can build cars, are to purchase some raw materials to assemble products.
Of course, this model can reduce costs and form product competitiveness, but why can't it be compared with BYD? Because they always take parts from the hands of the businessmen, subject to the businessmen, if the businessmen are strong, take the goods from the hands of others, and they have to look at the faces of the people. LikeThe mobile phone brand works for Qualcomm, and the car brand has to work for Ningde
The cost of EV batteries now accounts for EVs, but BYD really doesn't have this trouble, because BYD can do anything, it can make its own batteries, its own electric factories, its own engines, its own assembly plants, and finally build cars.
If other brands are taking advantage of the many advantages of China's industrial chain. Then BYD is a very important part of the chain expoThe upstream and downstream form an ecological chain by themselves。At BYD, middlemen have little chance of making the difference.
BYD's net profit in the first three quarters of this year was:21.4 billion, gross profit up to。It is produced as a entity, what is this concept? Warren Buffett is known as the "God of Stocks", and his profit is more than 20 percent. BYD surpasses Tesla, it is indeed bullish, ** advantage Tesla can't beat BYD. The reason why Tesla now has its own advantages is that after going to China, it took a large number of cheap factories and got the best treatment and conditions, even so, Tesla still can't compare with BYD.
To tell you the truth, when Sohu was still the boss of the Internet, I worked as a car commentator on Sohu's car channel. Of course, I'm just a lot of people at this level, but I'm surrounded by car bigwigs. According to these authoritative figures, Tesla, like some cars today, is deeply integrated with China's ** chain to increase output value and market value. But Huawei is different, Huawei's advantage is neither the engine, nor the chassis, nor the tiresHuawei represents the intellectual advantage of China's industrial chain
Talent from all over the world works for Huawei. Huawei's R&D investment is:160 billionThese funds are not lost to Google, Microsoft, Apple, and Samsung, and the proportion of funds is definitely the world's leader.
We are proud to be a customer of Huawei. Because Huawei is indeed among the best in the world, and not just in China's industrial chain. Huawei is so strong that it is PK with Apple and Samsung. Its communication equipment can compete with Cisco and Ericsson. Huawei's AI on the front foot is closely following Nvidia, and its cloud services on the back foot are benchmarked against Microsoft and Alibaba.
Over the past 20 years, HuaweiOnly two yearsdid not win the three major national science and technology awards.
Huawei's cooperation with the automobile factories owned by China's large state-owned enterprises such as China North Industries Group, which has a large scale and foundation, is of course a strong alliance.
In short, in terms of the accumulation of electronic control information technology related to intelligent driving,Huawei combines its strong technological advantages with domestic car brands, that is indeed a horizontal knife can be instantaneous.
Editor-in-charge: Hu Yan Jiang Yan.
Section** Network.