Rebirth: The Financial Giant
Chapter 214 [Betting on new energy, move the real thing, make a big bet! 】
Tiansheng headquarters, board of directors.
This morning's meeting will discuss one thing, the new energy vehicle industry ecosystem. I plan to invest heavily in this industry at all costs. What do you think of the directors? Lu Ming looked around the other 10 directors present at the meeting, especially the two independent directors.
Tiansheng Capital currently has 11 members of the board of directors. Lu Ming is the chairman of the board of directors, that is, the chairman of the board.
Of the other 10 directors, 5 were nominated by Lu Ming using more than half of the director nomination rights. In this way, adding his own 1 vote, it is 6 votes. Therefore, the board proposal vote is 6\u003e5 affirmatively passed, which means that the board of directors has absolute control. The five directors nominated are Su Xiaoman, Yao Yun, Ge Feng, Zhu Hong, and Gao Hua.
The other five board members are Duan Zhengjie, Yu Tingnan and Xue Zhongming, who represent the interests of institutional shareholders, and two independent directors, He Jianfei and Lu Xinyue.
In terms of gender, the board members of Tiansheng Capital are definitely women and half the sky, including Su Xiaoman, Yao Yun, Yu Tingnan and Lu Xinyue.
He Jianfei, the independent director who attended the meeting, took the lead in expressing his views, saying: The prospect of new energy vehicles is still a cliché. After so many years, it has been ups and downs. It has always been questioned as hype, but it cannot be denied that it has always been a trend-setter at the forefront of the market. With attractive prospects, the market in the next three to five years will be dominated by the concept of hype and expectations, and it will be very difficult to really build a car at all costs.”
Director Yu Tingnan said: In the field of new energy vehicles, in addition to Biyadi, there have also been many players of 'new car-making forces' in recent years, especially since Tesla disclosed its patented technology in 2014, new car-building forces have Flocking in, Weilai, Chehejia (Ideal), Xiaopeng and other brands invested by the founder of Magnesium Group have also been in the market for two or three years, and they have not yet been listed. Does Lu always intend to deeply intervene in these companies?
Speaking of which, since the bottoming of major global stock markets early last year, Tiansheng Capital's QDIE also bought 6 million Tesla shares.
Since the chairman used words such as heavy bet and don't care for the cost, the directors who attended the meeting knew that this time the chairman was going to play a big part in car building.
Yao Yun, who is sitting on the board of directors, is basically a quiet and beautiful woman. She was nominated by Lu Ming to sit on the board of directors. She basically chooses to remain silent on the major investment decisions of the board of directors, and her voting is also closed. Eyes were cast with Lu Ming.
Her major is not right. Legal issues are her specialty, but this is enough to qualify her to sit on the board of directors. Tiansheng Capital, as a large group of asset management and investment, legal affairs will always be the top priority of the company. Heavy, is one of the absolute core sectors.
At present, the size of Tiansheng's legal team is second only to the investment research and analysis department.
At this time, Lu Ming shook his head and said: The existing car-making forces are not included in my plan this time. Just buy some of their stocks in the secondary market for arbitrage, and become a major shareholder with deep participation. In the future, they may be us. Competitors with core interests.”
Everyone was puzzled, and Ge Feng couldn't help but say: The chairman means that he intends to support new car builders, so that's a lot behind.
Yu Tingnan asked Ge Feng, Aren't those who created the new forces falling behind now?
Ge Feng was speechless.
You know, the first leader of the new energy vehicle brand, the foreign Tesla company was established in 2003, and the domestic Biyadi is also an old player, even the so-called new car-building forces, Wei Lai and Xiaopeng have also been established for two or three years, as well as Leshi, who has been in trouble recently.
With so many players, the new energy vehicle industry is indeed hot, and it will become even more popular in three to five years. Rebs and Sister Dong have all joined this field, and the competition is almost as fierce as the current smartphone industry. The big guys swarmed in.
Because we got on the car late, we have to make a big bet. Lu Ming smiled lightly and said: The new energy vehicle industry is now highly touted, and all the big names want to play, and the current car building The industry structure is a mess. Traditional cars and new energy cars are a bit like the 'Spring and Autumn and Warring States' era. My prediction is that in three or five years, capital will fully sound the horn to enter the new energy vehicle market. The Spring and Autumn Period and the Warring States Period.
What is the current situation of the new energy vehicle industry? Tesla, the Western hegemon, continues to lead the way with its qualifications, technology and industry prestige, and capital has also begun to burn money to fuel new car-making forces. Three echelons, traditional car companies look around and don’t know how to stand in line.”
But what I'm really afraid of is not Biyadi in China, nor the so-called 'new car-making forces' players like Wei Lai and Xiaopeng, or even Tesla. Lu Ming paused for a moment, looking around the crowd. The participating board members finally added: What I'm afraid of is Hua Wei!
Wah?
Ge Feng and other directors at the meeting all blurted out surprisingly unanimously. Everyone was very puzzled. It was too unexpected. They couldn't figure out how the chairman would bring in the communication giant Hua Wei, who has nothing to do with it, and said he was afraid.
I really can't figure out why I am afraid of a communication giant and a smartphone giant.
Hua Wei does not make cars.
Naturally, Lu Ming would not tell the directors present that he has the ability to foresee and foresight. He plans to make a big bet in the field of new energy vehicles and play a big game. It is absolutely impossible for the strength of the dark horses that Huawei killed halfway. Does not attract attention.
After all, Hua Wei will use his own power and the entire Western world to hard steel from next year. Whether it is Western technology, capital or even Western state institutions, in front of Hua Wei's strong technical accumulation, they will not dare to boast Said to be able to win, to win, to win forever.
Don't underestimate, Hua Wei has already laid out its layout in smart cars and smart homes five years ago, which is much stronger than those new car-making forces in China that rely on Tesla's technology patents to openly enter the market, although It seems to be an edge technology and has not entered the core of Huawei. Lu Ming said.
After a moment's pause, Lu Ming looked around the crowd and said leisurely with a casual smile: It seems that the success of the magnesium group and the lightning-like rise of Pinduoduo have convinced them, including the capital market, of a phenomenon: This is an era where 'capital' puts technology on the back of friction.
Lu Ming continued: The current players of the so-called 'new car-building forces' are just the way of capital. To achieve the so-called success of their 'car-making', they must follow the so-called capital market play. : Burn money, keep burning money, keep burning money, until the other forces are burnt, burnt and cry out, so they succeed, but their money is definitely not burned on technology, low.
Lu Ming spread his hands and said: Now the so-called technologies of those players are all pieced together, no one is much higher than the other, and everyone knows it well, including Tesla.
Lu Ming paused for a moment and then continued: What is Tiansheng? It's capital! But compared with other capitals outside, their structure is small, and I won't play with them. Why do I say I'm afraid of doing things? Wei Wei really has technology, and Hua Wei is really engaged in technology, you are not afraid of it, you are still so rich, and there are crazy burning technologies that don’t need money, this kind of Magnesium people are afraid.”
I can't invest in Wah Wah in Tiansheng. People don't need to invest in your capital market at all. They have this confidence. If I want to invest heavily in new energy vehicles, can I not panic Wah Wah? I am capital, and I know very well that capital is the largest. The natural enemy is technology!
Speaking of which, all the directors present at the meeting looked at the chairman, and Lu Ming immediately leaned back against the chairman's seat and said with a calm and serious attention: From the industrial revolution to the information revolution, several times Huge technological changes can easily come to the conclusion that technology pushes capital to the ground and rubs it frantically, without the power to resist, Kodak, Nokia, vividly in my eyes.”
Lu Ming knew that if he didn't intervene in the new energy vehicle industry, three or five years later, those so-called rookies would still use the power of capital to brag and flicker. She had been dormant in silence for ten years, so that she was ignored by everyone. As a result, when she suddenly came up, she made a big move and directly exploded, smashing the players in the entire car circle.
Three or five years later, Rebs just rhetorically said that he was going to build a car, and Wah Wei backhanded the smart car with Wah Wah technology. He threw it out and went directly to the store. I was stunned, but it was embarrassing.
Three or five years later, Hua Wei, who has accumulated a strong technical background and accumulated rich experience, wants to enter an industry. If the original players in that industry say that their three legs do not tremble, it is absolutely false, pretending to be calm.
...
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