After Silong, Dong Mingzhu interested in the shares of the sea

Dong Mingzhu said at the forum that entrepreneurs should challenge themselves and promote the realization of 'Made in China 2025'.

Without any golden sentence, no longer commenting on competitors, even Gree cell phones and car repairs are no longer key words. Dong Mingzhu rarely shows the gentle moments of a female entrepreneur.

On the afternoon of November 15, 2017, Dong Mingzhu, chairman of Gree Electric Appliances, appeared in the 3rd China Manufacturing Summit Forum with his signature light-colored sweater with a scarf.

Gree over the past 5 years over 80 billion contribution to the country

This forum is the same as in previous years. The honored guests expressed their opinions on the future of 'made in China' and the development of real enterprises.

Unlike the past, Dong Mingzhu, as a spokesman for Gree air-conditioners, no longer advertises for the enterprises. It is very frank and real.

10 years ago, Gree and all air-conditioning business is the same, it is not a technology company, we use someone's compressor, with someone else's motor, with someone's controller and so on a series of things, we just assembled, so There is no technical content. "Dong Mingzhu said.

In her view, the contribution made by the assembly-only enterprises is not a creative contribution, a consequent, dependent contribution. Therefore, the manufacturing industry must challenge itself and must pick the hardest and most valuable contribution to overcome. The choice may be slow or someone else knows there's a process, but you can live up to your true value by sticking to this kind of start-up, "said Dong Mingzhu.

She disclosed that Gree has contributed more than 80 billion yuan to the country in the past five years, and 20 billion of these 80 billion yuan have come from the contribution made in 2017. Our profit (net profit margin) also increased from 6% Until 15% in 2016, the changes in these two figures are enough to prove the power of Chinese manufacturing. Therefore, we must have a spirit of self-challenge to promote the "Made in China 2025".

Gree Electric Appliances (000651.SZ) Third Quarterly Bulletin 2017 shows that its current revenue was 41.69 billion yuan, an increase of 25.4% over the same period of last year, while revenue for the first three quarters was 110.874 billion yuan, an increase of 34.51% over the same period of last year. Electric in the third quarter of this year's revenue hit a record high in the history of a single season.Data show that in the third quarter, Gree net profit attributable to shareholders of listed companies 60.08 billion yuan, an increase of 24.48% over the same period last year.In the first three quarters this figure was 15.46 billion Yuan, an increase of 37.68% over the same period of last year.

Although Dong Mingzhu said that enterprises should not be over-valued sales figures, but good profitability still gives the more confidence of the strong businesswomen.

Sea can become the next dark horse it

In the past two years, since Dong Mingzhu was admitted to Zhuhai Silverstone, he frequently moved in the field of new energy vehicles, making the previously unknown Zhuhai Silverstone become the 'dark horse' in the industry.

One of the most interesting focuses of this forum is that Dong Mingzhu strongly recommended a company unknown to the public - Haili Co., Ltd.

'High and we have more than ten years of feelings, and 20 years ago, the quality of the technology is not very good, we have been working together to explore the development of our customers, the feelings of consumers on the quality of the product set a new standard And requirements, Gree and Hele in the cooperation process, technical issues unrelated to the exchange, which promoted the rapid development of the sea. 'Dong Mingzhu said Hayward future in the field of air-conditioning compressor, can become a world Leading enterprise.

Why Dong Mingzhu will have a soft spot for the shares of the sea?

Data show that under the Shanghai SASAC owned subsidiary, mainly engaged in air-conditioning compressors and related refrigeration equipment research and development, production and sales, is one of the leading compressors. Currently in the field of rotary compressors market share Third, second only to the beauty of the United States under the Chicago and Gree's Ling Da.

Particularly subtle is that on September 20 this year, Gree Electric Appliances has held a stake in Holi, holding a 5% stake in. For Dong Mingzhu's strong recommendation, Cheng Li-Dong, general manager of the shares responded that: A strength is very simple, as long as you focus on this industry, focus on the industry's technical input, technology research and development, the number of things you do not care, Gree will not suppress you in quantity and price.

At the same time, Zheng said that HeLiHui also hope to take this road Gree, focus on technology, focus on quality.

Marketing expert Hong Shibin told China Economic Weekly reporter that Dong Mingzhu's favor of Haili is on the one hand that Haili's industry advantage and on the other hand support for its expansion in the field of new energy automotive compressors. Do a loss of trading, sea of ​​independent research and development capabilities and core technologies are of great value.

Traditional industries and emerging industries should share a win-win situation

So, Gree's old friend Silver Dragon it?

'What's your plan to invest in Yinlong?'

'You ask Yinlong!' In the face of reporters' questions, Dong Mingzhu answered in reply.

At present, FAW and Xiali 'cutting' has entered a crucial moment, although Gree official denied entering Xiali, but Dong Mingzhu personally what action is still unknown.

Although Dong Mingzhu reluctant to respond positively, when talking about the development path of China's manufacturing enterprises, Dong Mingzhu changed his past attitude of opposing the purchase of technology or cooperation abroad and from 'should not' become 'no objection' but At the same time also stressed that enterprises should become creators, to see their own responsibility.

In the Internet age, people generally think that manufacturing is a traditional industry, engaging in finance, engaging in investment and engaging in these fictitious economies are the modern industries. I think this is an inaccurate statement. They should be a perfect combination. This is a change in the times. In this new period, we want to share and win.

Dong Mingzhu said that Chinese entrepreneurs must play a role. 'In the new era, finance is indispensable, but finance is not the mainstream and we are the manufacturing industry.'

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