InCarsindustry, aboutHuaweiThe debate about whether to build a car or not to build a car is intensifying. Although Ren Zhengfei has repeatedly said that he will not get involvedCarsmanufactured, but recently with Chang'anCarsMemorandum of cooperation was signed and the Question Circle was signedCarsThe cooperation has attracted widespread attention. This question has also sparked a lot of speculation and heated discussions, and people can't help but want to knowHuaweiMarchCarsIntent and strategy of the domain.
AgainstHuaweiThe new narrative of building a car presents an interesting point of view, arguingTeslawithBYDIt doesn't matter how good or bad it isHuaweiThere is a possibility that it will be the winner in the end. This assessment is both affirmativeTeslawithBYDThe strength of the pair, rightHuaweiThe progress is appreciated. In the past, it was often discussedHuaweiWith applesBYDwithTeslaand other competitive relationships, but withHuaweiThe cooperation with Wenjie and the launch of the new M7HuaweiStart enteringCarsThe vision of the industry. I experienced the M7 first-hand and discussed it in detail in another episode. Recently,Huaweiand Chang'anCarsThe memorandum of understanding has also attracted much attention. It is reported thatHuaweiUnmanned parking technology has also been introduced, which is of great significance for solving the problem of urban traffic congestion. HuaweiMarchCarsThe move of the field has sparked interest in its relationship with theTeslaThe discussion of the competitive relationship, but there are also those who believe that it willHuaweiwithTeslaIt is inappropriate to make comparisons because:HuaweiThe competitors actually areBYD。In aboutCarsIn the discussion, supportBYDThe point of view is that onlyHuaweito becomeBYDA strong competitor. Therefore,BYDwithHuaweiIt is regarded as a representative of the core advantages of China's industry.
Why the United States is rightLenovo, Tencent, Ali and other companies do not suppress, but withHuaweiCan't get by? Here's whyHuaweihas the potential to upend the U.S. architecture. In contrast to this,Lenovoand other companies are downstream of the U.S. industrial chain and do not pose a threat. And forBYDwithHuaweiThey represent the core advantages of China's industry and have strong strength and influence. AlthoughBYDwithHuaweiThe focus of production is different, thoughBYDIt has won the market with its most affordable and excellent cost control ability. BYDBy learning from the advantages of other brands and making full use of China's huge industrial chain, it has formed its own competitive advantage. In addition, the advantages of China's industrial chain have also been officially recognized, and China has held the world's first chain expo, demonstrating the strong strength of China's industrial chain.
In contrast, other brands have been buying parts from ** merchants and are subject to the power of ** merchants. WhileBYDDifferent, it has its ownBatteryFactory, engine and assembly plant with in-house production capacity. For other brands, the use of China's industrial chain can reduce costs and improve the competitiveness of products. But why can't it be withBYDCompared with? Because they are always in the passive position of the first supplier, if their first business is strong, they have to look at the face of the first businessman. BYDInElectric vehicle batteriesIt doesn't have this bother, because it is able to produce itselfBattery, grasp the entire industrial chain, and finally realizeCarsFabricate. In contrast, other brands have taken advantage of the advantages of China's industrial chain, butBYDThe self-formation of the upstream and downstream ecological chain has been realized, and the middlemen have almost no chance to make profits. In the first three quarters of this year,BYDIt achieved a net profit of 21.4 billion yuan, and the gross profit margin reached 22%. This is a very remarkable achievement for a brick-and-mortar production enterprise, and even exceedsTeslaTeslaThe reason why it has its own advantages is also due to the fact that it has a large number of manufacturing plants and high-quality treatment in China. However, even so,TeslaNor can it be withBYDComparable. From my personal experience,HuaweiIt is a very powerful company on a global scale, not only in the Chinese industrial chain, but also on a global scale. HuaweiIt has performed well in the competition with Apple, Samsung and other companies, and its communication equipment can be comparable to Cisco and Ericsson, the field of artificial intelligence can be comparable to NVIDIA, and cloud services can compete with Microsoft and Alibaba. Over the past 20 years,HuaweiOnly two years did not win the three major national science and technology awards. HuaweiThe cooperation with large state-owned enterprises under China North Industries Group is a strong alliance. In short, in terms of intelligent driving and electronic control information technology,HuaweiWith its strong technical advantages and cooperation with China's own brands, it has the potential for rapid development.