Set micro-grid launch WeChat IC: "Every day IC", big news immediately released, every day IC, every day set micro-network, micro-into a! Scan the end of the two-dimensional code to add attention.
1. Hua Qin announced 2017 results: revenue over 38 billion US dollars, the total shipments of 96 million units;
Set microblogging January 28 news
In recent years, with the continuous growth of China's smart phone brands, but also led the great development of the domestic ODM industry.In the field of mobile phones, was born a number of leading ODM manufacturers in the world.Among them, Wen Qin and Wen Tai are currently in smart phones ODM A camp.the two manufacturers respectively assume Huawei, glory, red rice, charm blue and other brand mobile phone design, development, production.We can say that they are the hero behind these successful brands.
Recently, China Mobile and Tablet ODM Hutchison announced its results for 2017. According to the published data, in 2017 the company shipped 96 million units, most of which are mobile phones, as well as tablets, laptops, IoT Etc. In terms of revenue, the turnover in 2017 exceeded US $ 3.8 billion, an increase of more than 20% over the same period of last year.
It is noteworthy that in September 2017 shipments reached 11.2 million units, which is the company for the first time in a single monthly shipment of 10 million units.Huaqin said that the company's products include mobile phones, tablets, laptops, servers and other fields Boosting the company's CAGR of 30% for six consecutive years.
At the capital level, Hutchison also achieved a breakthrough in 2017. Hutchison successfully completed A-round financing of RMB870 million at the end of December 2017. This round of financing was led jointly by Intel Capital and CRE Capital and other participating investors including Tsinghua Holdings Its industry mergers and acquisitions fund the control of Kim Shin Capital, Wu Yuefeng Capital, Walden International, Northern Lights Venture Capital and Chi Road Capital, etc. In addition, Huanqin Optoelectronics, an outsourcing factory invested eight years ago, realized A shares Listing.
For the future of the company, Qiu Wensheng, president of Hutchison Communications, said that in the next three years, the company should make 3 structural improvements:
1. Product layout diversification: broaden the coverage of product lines, highlighting the advantages of product lines.
2. Globalization of customer cohort: increase the proportion of overseas customers and optimize the customer cohort structure.
3. Manpower reserve strategic layout Second-tier cities: Form a '4 + 2' model with four R & D centers in Shanghai, Xi'an, Dongguan and Wuxi plus two manufacturing centers in Dongguan and Nanchang, optimizing the manpower distribution and enhancing employee happiness.
For the current ODM industry, Qiu Wensheng also gives his own five predictions:
1. At present, the mobile phone industry, 799-999 price model is basically monopolized by the ODM is expected 2018-2019, Hua Qin will further explore the 1299-1499 price models, the future development of space is still great.
2. In the next two years, the Chinese brands represented by Huawei and Xiaomi will become more and more competitive in the global market. Huawei and Xiaomi may surpass Apple to become the top three brand companies in the world in terms of mobile phone sales. The largest mobile phone brands in the future Hengda, oligopolistic trend is obvious.
3. Mobile phones, flat panel ODM industry competition will enter the final stage, the industry pattern will become increasingly clear.
4. Notebook ODM from Taiwan to the mainland transfer, which will create more business opportunities for the laptop.
5. Looking at the global economy, the future will form a two-legged pattern of cooperation between China and the United States. Therefore, in the future, Chinatrust should persist in its foothold in China while devoting all its efforts to investing in the U.S. market and exploring the U.S. customers.
According to the statistics, Hutchinson was founded in 2005 with products covering smartphones, tablets, notebooks, servers and IoT products, etc. Headquartered in Shanghai and with R & D centers in Xi'an, Shenzhen, Wuxi, Hong Kong, Dongguan and Nanchang Center and production base.At present, Huaqin has more than 15000 employees, of which, more than 4000 office staff, researchers accounted for 65% .Up to now, China Qin intellectual property application 2531, the group authorized 1666 intellectual property rights, the group patent application 1898 , The group authorized 1129 patents.
2. institutions: the pessimistic moment in the mainland mobile phone market will not be too long, Q2 expected to see inflection point;
Securities Times reported that the beginning of the new year, the mainland once the hot mobile phone industry chain has been stumbled in a tragedy.In the context of the overall shipment slowdown, Apple and other major mobile phone companies continue to cut a single message, A share mobile phone supply chain Is drastically adjusted, Anjie technology, precision and other long mobile phone industry chain stocks even show off.According to the research learned that the second half of last year, sales decline in the smart phone market has structural factors, the supply chain, a number of mobile phone companies will be the original In the first half of this year, new products released in the fourth quarter of last year are expected to be boosted in the first half of this year and the upward turning point is expected to be reflected in the second quarter.
Mobile handset sales in mainland China dropped significantly in the second half of 2017, with some A-share handset supply chain companies failing to deliver as expected at the end of last year. According to information released by China's Ministry of Industry and Information Technology, the mainland's smartphone shipments last year Which was 461 million, a year-on-year decrease of 11.6%. Among them, 412,612,000 units were shipped in December, down 32.5% year-on-year. Wu Lei, vice president of OPPO, said that it has never seen the Chinese handset market in the past decade. Compared to the single message, as the world's largest mobile phone market, the sudden decline in sales in China news, exacerbated the market pessimism.
Some mobile phone brand executives said that due to increasingly fierce competition in the mobile phone market, the rapid concentration of market resources, China's mobile phone market structure from the original 'inverted triangle' evolved into a 'T' pattern, the head brand continues to expand product lines, high school low-cost comprehensive Shuffle; with the end of the 4G cell phone replacement tide, replacement cycle extended to 22 months, corresponding to the global average replacement cycle of 19 months.
According to data released by the data agency in 2017 offline market sales report, major Chinese brand sales, Apple, Huawei shipments remained stable fluctuations in millet bottomed out, the majority of other shipments showed a downward trend in which OPPO In the last year, the volume of domestic sales dropped more spirally. In January, the sales volume of the two companies was 8.1 million and 7.1 million respectively. However, the sales volume of mobile phones dropped to 5.7 million and 5.2 million respectively in December, declining About 29% and 27%. Jin Li experienced capital chain issues, offline sales in December last year, down about 31% in January last year, Meizu down about 47% over the same period.
For the smart phone growth cycle is the turning point? Business and industry analysts are still optimistic view.Market Research Institute Counterpoint senior analyst Yan Zhanmeng said the current round of mobile phone market decline is mainly the Chinese market experienced rapid growth in 2016 the market capacity peaked naturally Back to the formation of the previous expected handset shipments in the Chinese market will start the second quarter of 2017 back down, the actual decline in the second half, basically in line with expectations.
A brokerage analyst said that in the first quarter of this year by the mobile phone supply chain Apple and the mainland made a single factor in the impact of single-chip mobile phone, coupled with the overall slowdown in the handset market and the tension in some companies negative emotional funds, triggered previously won Lifeng thick investors leave, concept stocks into the pessimistic moment as a whole, but this pessimism is expected to change in the second quarter, the second quarter of this year will be intensive release of new smart phones, with Apple in the second half reserves a lot of moves, The industry is expected to have an upward turning point in the second quarter.
And for the overall market trend in 2018, many listed companies also expressed optimism.Mobile phone ODM executives said the decline in handset sales late last year, there are structural factors, there will be a large number of new products in the fourth quarter of last year on sale, but due to supply Chain and other reasons, each new technology equipped with new models are postponed until the first half of 2018 release, so the first half of 2018 will be an anti-past normal, a large number of new product releases, is expected to make the first half of the mobile phone industry presents' off-season not In addition, the Chinese mobile phone brand will aggressively enter the overseas market in 2018 and is also expected to boost the handset industry chain.
3. The mobile phone market is saturated but the average selling price of smartphones hit a record high;
Sina Digital News January 26 morning news, data from market research GfK shows that in the past year, the average selling price of smart phones is rising at an unprecedented rate.
Although smartphone sales growth has slowed dramatically in many parts of the world, according to GfK, the average selling price of smartphones rose at a record pace in the third quarter of last year, rising again in the fourth quarter. Consumers The average annual payment of 363 US dollars, an increase of 10%, which is also the fastest quarter of a quarter.
When compared to the fourth quarter of 2016 and 2017, sales of handsets were only 1% higher globally; however, sales increased significantly by 11%
One very interesting piece of data is that, compared with the two quarters, China's mobile phone sales even negative growth, sales increased by 17%.
This means that while new phones are no longer sold as much as they used to be, people are willing to pay more for new phones.
GfK attributed this particular move to the massive birth of borderless handsets, most of which are flagship products and are spreading to the mid-range, notably in the third and fourth quarter of 2017. The iPhone X is an obvious example of this The flagship mobile phone price rose to million files.
In addition to the fourth quarter, they also compared the two full-year trends for 2016 and 2017: All handsets in the world sold 3% more phones in 2017 than in the previous year, but sales rose 9%, again signaling a rise in average selling prices.
The handset market is nearing saturation, which is not good news for vendors, but stiffer competition for users will allow manufacturers to work harder to develop better products.
Last year we saw the emergence of borderless handsets and the emergence of new technologies such as Apple's Face ID. Manufacturers need to rack up their brains to innovate and differentiate to attract users, giving them the desire to reboot and digging More money to buy a new product. (Xiaoguang)
4. Dong Mingzhu Investment Silver Lung one year later: the founder abdicated a number of Gree executives take over;
Picture source: CFP
A firm and optimistic about Dong Mingzhu and bet all the net worth, quickly became the honorary guests around the government, but staged founders abdicated scene.
Interview | "Chinese entrepreneur" reporter Liang Xiao Yan Kai
Text | Liang Xiao editor | Ma Jiying
Is it still beyond the plan?
A year after Dong Mingzhu invested Yinlong Energy in his own name, the company started a top-down change of personnel: the founder Wei Yincang resigned as the chairman of the board and a number of gifted background executives took over the procurement, finance, quality, Production technology and other core business, accounting for the four vice president of Silver Long four seats.
Gree and Silverstone both said ex-Gree employees switched to Silversmith as their personal behaviors, but for now, this particular time still can not be further interpreted by the outside world - as of May 2018, less than six months after the change of the Board of Directors of Gree, Dong Mingzhu Will the re-chairman of Gree Electric Appliance? If anything, will continue to achieve her next business trip?
Although this is probably not the original intention of Dong Mingzhu.
It now appears that the extraordinary general meeting of shareholders was a turning point at the end of October 2016. At that time, many media outlets reinstated the situation with 'Dong Mingzhu spotted on the spot for not applauding at the scene'.
In fact, Dong Mingzhu really angry is that the General Assembly vetoed her long-planned acquisition Greentown Green's financing plan, that is, plans to increase the shareholding - if passed, Dong Mingzhu will contribute nearly 1 billion yuan Gree holdings holdings of the stock, the proportion of personal holdings from 0.74% then rose to 1.3%, jumped to become the fourth largest shareholder, which will undoubtedly further strengthen its voice in Gree, of course, there will be no her Personal all personal, debt into the follow-up story of Silver Long.
Yes, if so, the story is another.
Anti-passenger-based
January 17, according to media reports, Wei Yincang has resigned as chairman of Zhuhai Silver Long Energy Co., Ltd., replaced by former president Sun Guohua, Wei has not directly involved in the company's management. The report also pointed out that the core business of Silver Dragon In charge of vice president and more by the Gree background staff take over, 'Gree is full access to the silver long'.
In this regard, Yinlong insiders confirmed to the "Chinese entrepreneurs", the above is true, while the Gree side reply, 'a comprehensive statement certainly not true', 'This is a personal act, has nothing to do with Gree.'
Later on, Sun Guohua, in an interview with People's Daily, responded to the question of the resignation of Wei Yincang and the presence of Gree staff members. He pointed out that since May 2017, Wei was unable to work due to multiple physical reasons and was unable to work normally To fulfill the duties of the chairman of the board, Wei Yincang proposed to the board of directors to resign as the chairman of the board of directors; and Greenery background to join the normal flow of qualified personnel.
However, he brought the influence of Dong Mingzhu on Silver Dragon in one stroke, only casually said that he has introduced such new celebrities and enterprises as Dong Ming Chu, Wanda and Jing Dong as strategic shareholders. Each shareholder is Silver Long at each board meeting The development of advice and suggestions to provide different resources to support the development of silver Long '.
The impact of Dong Mingzhu on Silver Dragon is clearly far better than that of the ordinary shareholders.
Zhuhai City commercial registration authority and credit information platform shows that Silver Long New Energy Co., Ltd. subscribed registered capital of 1.1 billion, the largest shareholder of Zhuhai Silver Long Investment Holdings Group holds 25.98%, Dong Mingzhu individual holdings 17.46%, the second largest shareholder.And, according to media reports, April 2011, Dong Mingzhu to Shenzhen Bus Group, the identity of not only the chairman of Gree Electric Appliance Co., Ltd. or Zhuhai Yinlong New Energy Co., Ltd. honorary chairman, Also accompanied by the visit are Zhuhai Silver Dragon's vice president and general manager.
At that time, the "Chinese entrepreneur" had asked Dong Mingzhu this question. "Do we need to avoid being suspicious now?"
'There is no doubt whatsoever, do not do anything stolen, do not for personal profit on the line right?' Dong Mingzhu replied.
In fact, Dong Mingzhu has come out with a 'masters' stance since the first day of investment Silverselong. At the 2016 China Manufacturing Summit announcing the shareholding, Dong Mingzhu did his part on behalf of Silverstone and said today Here on behalf of Silver Dragon to say a word, you use a silver car, ten years do not guarantee change. 'And while the presence of Wei Yincang echoed,' After listening to Director Dong. '
In the outside world, Wei Yincang is also a bit full of personality entrepreneurs, the face of the outside world of lithium titanate battery technology, he would be emotionally excited to shoot the case. Mention the battery safety issues, he even foolproof Pointed out that 'Samsung has been exploding, Apple is also faster'.
However, such an ambitious and ambitious person, in a powerful, avant-garde actress Dong Mingzhu, then choose to converge their edges and corners in 2017 in the "dialogue" CCTV scene, enough to explain.
At the time, Dong Mingzhu pointed out that not only Silver Dragon but also the car manufacturer was in a bad habit of shoddy manufacturing. 'One day we both had a fight because of the car. I saw that the gap was so big that he (Wei Yincang) You go to see someone else's car, are the same, I said, that does not work, you have to do a seamless docking, there is no reason to say that can not be done.
'Japan's car 900,000, how much is my car?' Wei silver warehouse trying to explain.
'It is this money, you can achieve 900,000 qualities, that is your level.' Dong Mingzhu insisted.
Wei silver warehouse some frustration, 'I (car) only a few years time? You always give me a little time.'
However, Dong Mingzhu felt that this time could not be given, and now it must be running.We must have rigorous and even harsh standards and testing methods in every detail management without missing any flaws.
Moderator asked Wei silver warehouse: 'To change from the previous walk to run or even sprint, can do it?
Wei silver warehouse A: 'do our best.'
Dong Mingzhu on the stage immediately went back to: 'What is best? As the company's top leaders, must (competent). Unless you are not in. In its place, in the interests of politics, you must use extreme vision to ask you There's no best thing to do.
At this point, Wei Yincang's expression was a bit awkward, but he did not deny that the arrival of Dong Mingzhu brought a tremendous change to Yinlong. 'Especially in terms of product quality, we truly appreciate the management of Gree and the pursuit of industrial products Perfectness.
The change brought by Dong Mingzhu to Silong may have just begun.
Dong Mingzhu, the second largest shareholder in Yinlong, is sure to be responsible for the enterprises he invests in. He also brings her requirements for supplier quality and internal management into account. Therefore, (Yinlong), from the perspective of supplier quality control and internal staff structure , Sales and other processes will make adjustments. "One Gree insiders said.
The debt between the supplier and Yinlong is exactly like the tip of the iceberg. "At present, both parties hold the word that the supplier Zhuhai Sizi Electric Vehicle Equipment Company claimed that Silver Dragon maliciously owed money for payment, but Sun Guohua pointed out that due to 2017 Since the quality control of Silver Lung began to strengthen in the process of unqualified suppliers and spare parts conducted a comprehensive investigation, think Qi belong to one of them, so Silver Dragon refused to pay part of the purchase price.
Who is who is not yet inconclusive, but it is foreseeable that in the future under the influence of Dong's style, the company will be more stringent in supplier management, internal management, may also lead to more conflicts, and things have so far , Is already Wei Yin warehouse can not be around, perhaps, but also its deliberately let it down .A reporter interviewed Wei Yincang has revealed that the latter is very low key, and the body is not good, perhaps uninterested.
'Agreed to accept Dong Mingzhu's investment and make it the second largest shareholder of Yinlong, Wei Yincang should be mentally prepared for today's changes,' an industry source said.
Dong's acceleration
No one can deny that the arrival of Dong Mingzhu did bring new hope to Silom.
The first is the capital.For the investment of Silverstone, Dong Mingzhu can be said to be contributing money, not only withholding all assets, but also all credit endorsement.With her stake in Silverstone, and CIMC affiliated enterprises, Beijing Yanzhao Huijin International Investment Co., Ltd., Dalian Wanda Group Co., Ltd., Jiangsu Jingdong Bond Investment Management Co., Ltd. four companies.
At that time, Wei Yincang disclosed that "Wanda Group did not do due diligence and was entirely looking at the face of General Dong." Wang Jianlin also confirmed in an interview that "I did not have any thoughtful consideration and believed in Dong."
To all benevolent bets on this, Dong Mingzhu paving the way for the development of Silong, shake the flag cry, but also spare no effort.
Just passed in 2017, most of the important occasions in Zhuhai Silver Dragon, there will be Dong Mingzhu figure.
On May 9, 2017, in addition to Dong Mingzhu and Wei Yincang at the opening ceremony of Yinlong New Energy (Nanjing) Industrial Park in Nanjing Lishui Economic Development Zone, guests including Zhang Jindong, chairman of Suning Business, vice-chairman of Jiangsu Provincial Committee Secretary of the CPC Central Committee, Wu Zhenglong, secretary of the Nanjing Municipal Party Committee, and Ma Qiulin, vice governor of Jiangsu Province, etc. It is reported that Dong Mingzhu went to Lishui four times in the past six months and eventually contributed to the project's landing.
Since then, Dong Mingzhu has also started a non-stop bolting model with Silverstone. In July 2017, the project of Silverstone New Energy Industrial Park in Jinwan District was officially started with a total planned investment of about 20 billion yuan. In the same month, Long and Sichuan Panzhihua signed at least 5 billion yuan of new energy industrial park investment plans and announced the acquisition of Nanjing Bus Company projects; August, Silver Long Luoyang City signed a contract to build in Luoyang Yinlong New Energy (Luoyang) City Integration of industrial park, with a total investment of 15 billion yuan; and Tianjin Silon Industrial Park, is said to total investment will reach 35 billion yuan - incomplete statistics, Silver Lung 2017 signed investment intentions nearly 100 billion yuan.
'The use of Dong Mingzhu's fame and resources to seek the development of silver, which should be the two (Wei Yinchang and Dong Mingzhu) consensus.' There are informed sources.
The figures provided by Sun Guohua show the achievements of the past year. In 2017, the number of new energy vehicles delivered by Yinlong was 6,356 units, an increase of 33.2% over the 4771 units in 2016. At the same time, Yinlong also got the Jingdong Logistics orders.
Accelerate the run of silver, intended to sprint IPO.
As early as Dong Mingzhu joint Wanda and other companies shares, there are rumors that the capital increase is actually a Pre-IPO, Yinlong has started preparations for the listing; However, the news until May 2017 was confirmed, the month , Zhuhai Silo New Energy Co., Ltd. in Guangdong Securities Regulatory Bureau for counseling and filing registration and acceptance of publicity.However, frequent changes, but also to the silky listing of the road to further increase the uncertainty.
Hands ready
Another downside to Silverlink's IPO is that it is related to Dong Mingzhu, who has been driving the company at full speed. A securities analyst said: "The SFC reviewed this issue before listing unless she (Dong Mingzhu) resigned from Gree's position Do not rule out will therefore lead Zhuhai silver market stranded.
To make a choice, not only Dong Mingzhu, but also Gree.
Gree Electric Display, Dong Mingzhu as chairman of the current term from May 25, 2012 to May 31, 2018. All along, the relationship between the Greenery Group and Gree Group, the major shareholder is very subtle, 'father and son' contradiction It is constantly upgrading.
In November 2016, Dong Mingzhu resigned as chairman, director and legal representative of Zhuhai Gree Group Co., Ltd. Some speculated that this may be the prelude to Dong's departure from Gree.However, some employees at Gree also pointed out that when something went wrong, everyone would Criticized Dong Mingzhu, but to choose who to preside over Gree overall situation, or will choose her.
Especially in the past two years, Gree's performance is steadily rising, third quarter 2017 earnings report, Gree revenue of 110.875 billion yuan, an increase of 34.51%, net profit of 15.461 billion yuan, an increase of 37.68%. With Dong Mingzhu his own words For the first five years of her tenure in 2012, Gree's revenue was 1.9 times that of the past 21 years and its profit nearly four times that of the past 21 years - a profit that would undoubtedly increase Dong Mingzhu's reelection chip count .
However, at present, the wrestling situation between the DONGDONG School and the Ting School is still unclear, and Dong Mingzhu is going to prepare for her next step. If he is no longer reelected, DONG Mingzhu's 27-year career in Gree will be ended. Some shareholders have publicly expressed their optimism about Dong Mingzhu's ownership of Yinlong.
Silver Long, perhaps Dong Mingzhu reserved for their escape route However, why do Dongmingzhu air conditioning for nearly three decades, so fond of new energy vehicles it?
'Many people laugh at me gamble, everyone has their own rights, can only say that I bet this bigger, not to invest in debt. I invested not only a business, but an industry.' In an interview, Dong Pearl is determined. 'I think that new energy is an excellent opportunity for China's manufacturing transformation. Therefore, I am willing to bet and I will vote.'
To some extent, Silver Dragon also bears Dong Zhuzhu Gree in the unfulfilled aspirations.In 2012, Gree revenue for the first time exceeded 100 billion, Dong Mingzhu was also put forward in 2018 200 billion 'goal, the next two years Gree successfully achieved its annual growth goal of 20 billion yuan but experienced a restructuring of its industry leading to revenue contraction in 2015 and failed to make major breakthroughs in revenue in 2016. The goal of 200 billion yuan will be aborted. It seems Pearl, Silver Dragon can be made into a one hundred billion company.
However, it may still be too early to say, Sun Guohua revealed that Yinlong revenue in 2017 was more than 8 billion yuan, which is far from the previous target of 30 billion yuan in 2017.
Moreover, the new energy vehicles in addition to the technical bottlenecks, but also facing policy uncertainty to listed companies Yutong Bus as an example, the new energy vehicles in 2016, government subsidies accounted for half of 2017 new energy bus The overall market is not optimistic, and the industry said the situation will not be improved in 2018, perhaps even more serious.
Apart from these less favorable objective circumstances, Silver Dragon is also facing a re-sort of internal and external stakeholders.
Some Silver Long suppliers said in an interview with the media that their loans and arrears are related to the new management team. Now they have come into contact with the production, technology and procurement staff of the company. Most of them are from the air-conditioning industry. It is difficult to understand the electric vehicles in a short time The characteristics of the industry.In the actual work is to copy the air conditioning industry management suppliers approach requires suppliers to sign the quality assurance agreement, chaos open ticket.However, the air conditioning manufacturing has the same requirements, while the passenger car industry different needs of different customers to air conditioning Quality inspection standards require bus suppliers are not suitable.
Internal and external problems - reminiscent of Dong Mingzhu in the early appearance of Gree power, also encountered the same situation - on the one hand dealers demarcation of the king, making trouble, out of the Gree control system, while in the interior, Dong Pearl has always been the iron fist and overbearing personality is also controversial, she claimed to have been in Gree for more than 20 years, fighting the market, fighting with others, and their struggle .In her view, harmony is the struggle out of her In the "no regrets" book said that he likes tense, life and death contest scene.
But that is 10 years ago, or even 20 years ago, Dong Mingzhu, and now she is 64 years old, still with her always firm and tenacious pry Silver Long, copying the success of Gree?
At least superficially, the vigorous 'Iron Lady' is still fighting hard. At the recent annual meeting of Chinese business leaders, Dong Mingzhu, as usual, was full of energy and artillery, and once again added her usual concluding remarks 'Gree Gree air conditioner, but also with the Gree rice cooker, Gree cell phone, get on the silver car, this is Gree's future.'
However, Dong Mingzhu, who has been shouting at the flag of Gree on the stage, may not regret at heart.
In many occasions, Dong Mingzhu talked about his relationship with Gree's 'life and death dependence'. For her, Dong Mingzhu is Gree and Gree is Dong Mingzhu. However, in fact, Dong Mingzhu is only 0.74% of Gree shares in Zhuhai Gree Group, which is 100% owned by SASAC, occupies 18.22% of the controlling stake - Greene will never be equated with Dong Mingzhu on this level.
One day in the future, maybe Silver Long can be. Chinese entrepreneurs
5. Tesla employees exposing housewife Model3 battery production and quality control problems are not small
According to CNBC Beijing January 26 reports, according to several Tesla employees - including employees who have left and are still serving - the battery of the company's "super factory" (the world's largest battery manufacturing plant) exists The severity of the production problem exceeds the company's publicly acknowledged level, which could result in further bounces and quality problems with Model 3.
The above Tesla employees disclosed that the problems with the production of super-factory batteries include the fact that some of the batteries need to be hand-made and the batteries are assembled manually by employees of one supplier.
The future of Tesla as a popular brand car maker depends on the automated production of Model 3. More than 400,000 customers subscribe to Model 3 and each pays a deposit of $ 1,000.
Tesla has postponed production plans on the basis of problems with the super-factory, and on November 1 last year, Tesla CEO Elon Musk vowed to investors at a earnings conference call, The company is rapidly addressing manufacturing issues and completing Model 3 production plans.
According to Tesla employees working in the supermills in recent months, part of the manufacturing of the Model 3 batteries was completed by hand in more than a month and in the middle of December last year. They also revealed that Tesla had to Matsushita used a large number of employees to help with manual assembly tasks, and Panasonic is a partner in the Tesla Super Works project, supplying Tesla with lithium ion cells.
According to sources, Tesla from the mass production of low version of the Model 3 battery there is a considerable distance.
Tesla spokesman told CNBC that "some production will be done manually before it reaches the highest capacity," Musk and chief technology officer JB Strausel said at a third-quarter earnings analyst conference call This issue has been discussed in depth without any impact on the quality and safety of our batteries.
Mark B. Spiegel, an investment banker at Stanphyl Capital, told CNBC: 'While I do not doubt that Tesla will ultimately solve the problems facing Model 3 production, the low-plate production costs are at least about 4 Million US dollars Tesla will only be a symbolic delivery of some of the price of less than $ 43,900 models with the expected annual sales of more than 400,000, the sales will be quite disappointing.Even if only the sale of high-priced models, Tesi Pull the promise of a turnaround for profit in the foreseeable future.
It is historic that Tesla will not be able to complete its production plan, and it planned to deliver Model X in bulk in 2014, but it has been delaying until 2016.
Last year, Musk promised to deliver 1,600 Model 3s in the third quarter, but actually delivered only 220. In August last year, Musk said that by the end of 2017, Model 3 will reach 5,000 in three weeks and will change to last year in November March Model 3 weeks production can only reach 2,500 units in June to reach 5,000.
According to statistics, as of the end of 2017, Tesla delivered fewer than 2,000 Model 3 models, all of which are expensive models. As of mid-January of this year, Tesla had not delivered a model with a price of $ 35,000.
According to sources, super-factory problems could affect Tesla's ability to meet its shrinking targets, which will hit employee morale and serve as a patient test for consumers and as a handful of EV competitors such as Chevrolet, Nissan and BYD.
But some Tesla investors do not think the production problem is serious. "Ben Kallo, an analyst at RW Baird, an investment firm, said on Tuesday, 'We still believe Tesla can increase Model 3 production as early as the front-end customers The assessment will further boost the demand acceleration and firmly believe that the potential market for Model 3 will be larger than expected.
Several former Tesla engineers agreed with this view that manufacturing and quality problems should be addressed. "Manufacturing has never been easy and it takes time to solve the problems."
According to sources, Tesla will begin to "return" Panasonic employees once the machinery and equipment have produced batteries faster and faster than manual ones.
Currently, Tesla is a positive signal as much as possible in reducing the number of hand-assembled products in the super-factories.
But one engineer warned that the automated production line could run at full speed without any redundancies, so there was a problem and the entire production line had to be stopped. "What really worries us is the quality issue."
According to several Tesla employees who have left and are still on the job, Tesla's many quality control staffs are relatively inexperienced, sloppy and do not know the flaw, and they say many quality inspectors are temporary workers, There is no car experience, they are Tesla recruited through the agency.
Tesla acknowledged that some employees are relatively inexperienced, but said newly hired employees in battery production have been "heavily trained, including safety training."
Two in-service engineers said they are concerned that lithium-ion cells are too small to meet the minimum standards and warn that the "cells in contact with each other" can cause the battery to short-circuit and even catch fire.
The two engineers said they reflected the problem within the company, but management did not go back to that.
A Tesla spokesman dismissed these claims as 'purely fictitious' and firmly denied that the company had a problem with the battery it was shipping.
The spokesman wrote in an email to CNBC that "the testimony regarding Tesla's delivery of vehicles equipped with dangerous batteries is absolutely inaccurate and does not comply with all the evidence and facts."
The spokesman further explained that 'every battery in a Tesla vehicle contains thousands of cells, with the vast majority of adjacent cells at the same voltage. Assuming there are two cells in contact, due to the same voltage, absolute It does not cause any danger, it is safe, it is the same with the two metal without electricity.
Tesla said it tests the battery in a number of ways, including vibration and shock, high temperature and high humidity tests, to ensure that the cells do not touch each other.
China Securities Journal