Rebirth: The Financial Giant

Everything that needs to be said, the strategic layout plan of the new energy vehicle industry is probably like this. Let's vote on the proposal, and those who agree with the plan will raise their hands.

On the board of directors, after Lu Ming finished speaking, he raised his hand and looked around at everyone, especially the directors and two independent directors of the three external institutional shareholders.

There are a total of 11 members of the board of directors, and one person has one vote, so there is no one-vote veto. This can only be valid at the shareholders' meeting. Lu Ming is the chairman of the board and has one vote. As long as the majority of 6 votes agree, the proposal can be passed.

Basically, it was a process, because there were 5 people in the board of directors who were nominated by Lu Ming, but the process still had to go through again.

agree!

agree!

agree!

Gao Hua, Ge Feng and other five directors nominated by Lu Ming to the board of directors undoubtedly agreed. With Lu Ming's one vote, the board's proposal was approved by a majority of votes.

agree!

agree!

Lu Xinyue, Yu Tingnan, He Jianfei and other five directors also agreed to pass the proposal for the strategic layout of the new energy vehicle plan. Anyway, the proposal will eventually be passed, and Lu Ming explained that everyone has agreed for so long. It's very clear, it's a bit of a throwback, the game is very big, and the layout is a bit big.

And it is also the same excitement. The story of Xinneng car is really successful. It is incredible. The trillion-level market is exciting.

The general meeting of shareholders is held basically once a year. The real decision-making body is the board of directors. In theory, the board of directors can be held every day.

After the strategic layout of the new energy vehicle was confirmed, the board of directors also adjourned, Lu Ming also returned to his office, and Gao Hua, who was in charge of the new energy vehicle, also followed.

In the office, Lu Ming went straight to his desk. There was a rolled up blueprint on the desk. He picked it up and brought it to the sofa in the lounge area and placed it on the glass table.

Old Gao, hold hands!

Gao Hua immediately grabbed the two corners of the blueprint, and the roll of blueprints was spread out on the table. Lu Ming picked up a few cups and placed them at the corners of the blueprint to secure them.

Chairman, this is... Gao Hua immediately became interested when he saw this volume of drawings. This is an industrial chain diagram of new energy vehicles.

Lu Ming sat on the sofa, crossed Erlang's legs and looked at the picture on the table with a smile: This is the story of the new energy vehicle that Tiansheng is going to tell, Mr. Gao, your next task is to take the company on this picture. If we won all that we did not win, Tiansheng will strategically invest in these companies and become the major shareholder of these companies.”

Some of the dozens of companies listed on this blueprint have already been listed, some have not yet been listed, some Tiansheng Capital has invested, and some have not yet invested.

The major companies in the blueprint cover the entire industry chain of the new energy vehicle industry. The major companies are sub-industry companies in the industry chain. What Gao Hua does not know is that these can become sub-sectors of the industry chain in the future. leading company.

Simply put, the new energy vehicle industry chain is mainly divided into three links: upstream, middle and downstream.

Upstream industries are mainly raw material suppliers represented by lithium, cobalt, nickel, graphite and rare earth;

The midstream industry chain is dominated by suppliers of lithium batteries, motors, electronic controls and other components. The most important lithium battery industry chain is subdivided into electrolytes, positive and negative materials, diaphragms, structural parts, battery assembly, etc. field;

The downstream industries are mainly the production and operators of complete vehicles and charging piles.

Gao Hua looked at the companies in the major sub-sectors of new energy vehicles on the blueprint and said involuntarily, Some people are busy now!

Lu Ming said with a smile: Take these companies down and tie them to the same chariot to form a new energy lineup of 'Tiansheng Department'. These companies are carefully selected, and they will all become their respective subdivisions in the future. The potential of the industry leader, Tiansheng Capital's new energy vehicle strategic ecological story starts from the settlement of these companies!

Gao Hua looked at the drawings and said to himself, I understand what the chairman said. Tiansheng tells this story about doing everything and doing nothing...

What to say and do is because Tiansheng Capital invests in the entire industry chain and becomes their major shareholder. Of course, Lu Ming's collection is all leading companies in subdivided industries. Either they are already leaders now, or they will grow into leaders in the future. Circle of friends They are all dragons, and the rubbish hairs are not eligible to enter the Tiansheng Department circle of friends. The meaning of the hairs' existence is to avoid anti-monopoly.

Doing nothing is because Tiansheng Capital makes strategic investments and becomes their major shareholder but will not reorganize the company's management and provide them with the most stable financing channel in the capital market. This kind of inaction pattern seems to be Tiansheng does not interfere with their operations, in fact there is a larger invisible force constraining them.

It means that Lu Ming directly drew a circle, that is, the circle of Tiansheng Department. The largest potential customers of companies in various sub-sectors are in this circle.

Of course, Lu Ming also has the means to guarantee the bottom line. Strategic investment is not financial investment. To become a major shareholder, you must get more than 34% of the equity, because the above companies will basically be listed on the big A in the future, and they will all have the same shares and the same rights. Getting 34% of the equity means having a veto power, not seeking control of the board of directors, and having a one-vote veto power to vote on major issues with the constraints of the invisible forces of the entire ecosystem.

Totally enough!

This is the international semiconductor industry chain model of the new energy vehicle industry version. By integrating capital means and opening up all the upper, middle and lower reaches, a Tiansheng closed-loop ecosystem of new energy vehicles can be formed.

At this moment, Gao Hua is looking at the companies that belong to the upper, middle and lower reaches of the industry on the blueprint. They are all leading companies in the present or in the future.

Anshi Co., Ltd.: If there is a lithium mine, if there is a mine, it is arrogant, not to mention the company of the old man, take care of it;

Ganfeng Lithium Industry: A leading producer of lithium compounds and lithium metal, the world's third largest lithium industry leader;

Yiwei Lithium Energy: the world's third, the domestic first lithium original leader;

Tianqi Lithium Industry: The industry leader with the world's highest quality lithium mines and salt lakes;

Hanrui Cobalt Industry: domestic cobalt powder leader;

Fangda Carbon: the domestic leader in graphene electrodes;

Tianchi material: domestic electrolyte leader;

Zhongguo Baoan: the leader of domestic battery anode and cathode materials;

Dansheng Technology: Leading domestic lithium battery cathode material;

Prostate: The domestic leader in lithium battery anode materials;

Defang Nano: The market share of domestic lithium iron phosphate materials is the first;

Anjie Co., Ltd.: the world's leading wet-process diaphragm, with the world's largest production capacity;

Ke Dali: the global leader in lithium battery structural parts;

Ningde Times: the global leader in power batteries;

Huichuang Technology: motor controller and inverter faucet;

Xiandao Intelligence: The leader of domestic lithium battery equipment, the world's largest manufacturer of lithium battery intelligent equipment;

Yinhe Technology: Leading domestic lithium battery equipment;

Keheng Co., Ltd.: the leading domestic lithium battery front-end equipment;

Tread: the leader of domestic charging piles, the leader of box-type power equipment manufacturing industry;

Wanma Co., Ltd.: the leader of domestic charging piles, the technical reserves and complete solutions for the intelligent access of chip-level charging piles;

...

Gao Hua glanced at the major sub-industry companies on the blueprint. After a moment, he looked at Lu Ming doubtfully and said, Chairman, why aren't there any vehicle manufacturers in the downstream industry chain?

After repeatedly reading this volume of blueprints three times, Gao Hua did not find any relevant companies, such as Biyadi, Yutong Bus and other manufacturers.

Certainly not missed.

As for Xiaopeng and Weilai not appearing on the above, Gao Hua is not surprised. At the previous meeting, Lu Ming indicated that these companies will at most do stock transactions in the secondary market in the future, but they will not be included in From the Tiansheng Department circle of friends.

Lu Ming said solemnly: We will integrate the whole vehicle, and Tiansheng will invest to establish a new wholly-owned brand, which is called Tianyu Yunchi. Let's start with a strategic direction, and then leave it to the professional of the industry team to take the company in a strategic direction.”

Even if he establishes a new brand himself, Tiansheng Capital will not go out and run a company in person. Lu Ming wants to maintain Tiansheng's genes as a capital institution.

On the other hand, the strength of Tiansheng Capital lies in its ability to integrate resources in the industry by means of capital.

Of course, for Tiansheng Capital, which has deep pockets, the qualification to build a car is a good solution, but the big deal is throwing money at it.

There are so many domestic automakers, and it is easy to pick a good merger and acquisition.

You know, the development time of the domestic auto industry is not too long, but it is the country with the most auto brands in the world.

However, there are very few technology suppliers in the automotive field, which is one of the reasons why Lu Ming wants to start his own business.

The biggest purpose of establishing Tianyu Yunchi is technology development and technical reserve. It doesn't matter if it is not profitable for five years, ten years or even longer. Never worry about the funds required for technology development. The parent company can provide it with endless money. .

Lu Ming looked at Gao Hua, who was sitting beside him, and then added: The core technical direction is three words, intelligence! It includes computing and communication architecture, intelligent cockpit, intelligent driving, intelligent network connection, intelligent electric...

Gao Hua nodded from time to time, and was also very surprised. The chairman arranged more than 30 intelligent components in one breath, which is almost a complete set of intelligent solutions. Can build a car.

At the end, Lu Ming, who had finished all the instructions, couldn't help but sigh: The establishment of Tianyu Yunchi is a manifestation of capital's awe of technology. Tiansheng Capital must put aside the arrogant side of capital to real technical engineers and sincerely go Please, high-standard reception, to tolerate the special preferences of some high-level technical R\u0026D personnel, they have requirements to meet as much as possible, not afraid of throwing money, just afraid that he is not capable, but if anyone runs away from my engineer because of arrogance, I will talk to him It's not over!

Hearing this, Gao Hua nodded again and again: Understood!

If you get angry with the tech giants and run away, they may come back and make a revolutionary technological breakthrough, rely on another capital, and then press you to the ground and rub against the ground, all of Sheng’s investments that day will come to nothing.

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