The circle of friends was blown up by Dong Ayi’s news. After a while, Dong Ayi made a fuss at the shareholders’ meeting, and then resigned as the chairman of Gree Group. After a while, Yao’s outside barbarian knocked on the door. After a while, the Securities Association issued a report and the China Insurance Regulatory Commission inspected Qianhai Life Insurance. Finally, It was Wang Shoufu who helped Dong Ayi to enter Zhuhai Yinlong, and Dong Ayi smiled at the end.
For Dong Ayi, the old generation sincerely admired that in several companies with billions of home appliances listed, only Gree has hit 100 billion yuan with single-product air conditioners, and the paranoid work style has brought positive energy to our professionals. What is more commendable is that in recent years, Sony, Sharp, Toshiba and other Japanese home appliance companies have repeatedly withdrawn from the market due to the huge losses in the home appliance business. The company led by Dong Ayi can maintain a net profit of 8-10% in the home appliance industry in the Red Sea. This is closely related to Dong Ayi’s strategic layout and resolute management style.
The industry wants to create a new energy car for Dong Ayi! Dong Mingzhu promised to create a Gree in the context of the 2018 Gree revenue in 2018, and diversification is the most realistic choice. In 2005, Gree began to diversify. First, it entered the mobile phone field. Dong Mingzhu shouted that Gree’s mobile phone sales target was set at 50 million units per year. But in fact, Gree has been selling mobile phones internally since June last year. So far, Gree has not seen the normal sales in the market. The reason for Gree is that the capacity supply is insufficient, but this reason is also difficult to convince. From the current point of view, relying on the mobile phone business to achieve the goal of recreating a Gree is still far away. One trick is not good, and another trick, this time still chooses the hot industry - new energy vehicles. For Dong Mingzhu, who holds tens of billions of dollars in cash, the optimistic industry can make a bet and make a good future. The current Gree air-conditioning business has reached 100 billion, and new energy vehicles are a big market. The new demand of 100 billion yuan in the future will depend on the new energy vehicle business.
In 2015, Yinlong's new energy vehicle sales orders amounted to nearly 7,000 vehicles, including 3,189 pure electric buses, with a market share of 3.6%, ranking seventh in the country (pure electric buses). These data are not worth mentioning in terms of Henan Yutong, Beiqi, and Jinlong. Compared with Zhutong Yintong and Yutong Bus, no matter how big the vehicle design capability, market distribution and financial capability are, it is not an order of magnitude. It seems that it is difficult to surpass the big brother Yutong. According to the observation of the old generation, Yutong’s status as a big brother is not White when. It is beyond Yutong, and when he is a big brother, it is actually far from the 100 billion new goal of Dong Ayi. The old generation checked the financial data of Yutong in recent years as follows:
In 2015, Yutong was 31.2 billion, ranking first in the country for commercial vehicles. Zhuhai Yintong is the first in the country to replace Yutong, which is to maintain the scale of 30 billion. The market size of commercial vehicles is also 100 billion yuan. Yinlong cannot swallow this market. Market participants concluded that Dong Ayi is not interested in Yinlong's bus business, but other important resources owned by Yinlong customers, that is lithium titanate battery technology. In 2010 (before the acquisition of the two car companies), Yinlong completed the investment and holding of the US Ao Ti Nanotechnology Company, which has its own research and development of lithium titanate battery material technology. The main features of this technology are: fast charge and discharge time, longer battery life, and cold and heat resistance. According to the disclosed technical indicators: lithium titanate battery can be normally charged and discharged in the range of minus 50 degrees to zero 60 degrees; ordinary lithium battery charge and discharge life is generally about 3000 times, lithium titanate battery life can reach more than 25,000 times; Fast charging in minutes, up to 100 kilometers of mileage. For the current mainstream ternary lithium battery and iron lithium battery, charging speed, charge and discharge cycle life, temperature characteristics, energy density and power density are huge bottlenecks. Lithium titanate technology almost meets the current battery All dreams, of course, except for price and energy density. For the battery, the new energy vehicle is only one of the applications. The other application is that with the massive access of uncertain energy such as solar energy and wind energy, the future energy storage market will be a huge market, lithium titanate technology. The opportunities applied to smart grids seem to be much larger than new energy vehicles.
This week, I chatted with friends in the auto industry about Dong Ayi’s incident. Some people think that Dong Ayi is going to be a passenger car. This seems to be even more unreliable, because now the iron-lithium battery has been because of energy density. Lost from the passenger car, not to mention lithium titanate with lower energy density.
In the comments lithium titanate technology is a technology that has obvious disadvantages and obvious advantages. Whether the future can take the lead in the electric enterprise and the energy storage industry, the old generation first talked about a big event in the communications industry in the 1990s, Motorola's comet plan.
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