Rebirth: The Financial Giant

New energy is a major strategy for the upper management to get rid of the old and replace it with new ones.

It can solve the historical problem of the pricing mechanism that can solve the linkage between refined oil and the international market. It does not allow domestic oil consumption terminal prices to be endorsed by virtual transactions and futures market transactions in Europe and the United States.

It can greatly alleviate the potential energy security problems. At present, the country is too dependent on external energy issues. Once others cut off the oil, the economic development of the entire country will fall into the danger of downtime.

In addition, it is the upgrade of high-end manufacturing.

The automobile industry is a benchmark for a country's high-end manufacturing industry. All the industrial powers in the world are powerful automobile powers. With all automobile powers aiming at the big cake of Greater China, the development and rise of domestic brands and domestic automobiles seems to be extremely important. important.

Traditional fuel vehicles are dominated by old-fashioned auto giants, and it seems out of reach to catch up. It is almost as difficult to catch up and surpass. It is difficult to bypass the patent barriers accumulated by those old-fashioned auto giants for a century.

However, new energy vehicles have become the exception and the way to break the game, which can basically bypass many patent barriers, and those old auto giants seem to stay in their comfort zone for a long time, and now they realize that they are too far behind when they look back.

Now the upper management supports new energy vehicles as the national development direction, which is unprecedented support, and the domestic new energy vehicle industry chain is currently the best in the world. Those old-fashioned traditional fuel vehicle giants want to shorten the gap in a short period of time. It is no longer possible.

In the process of the global auto industry transforming towards electrification, the full exit of fuel vehicles has almost become an inevitable trend.

A few days ago, some people in the European Parliament proposed a legislative proposal to ban the sale of fuel vehicles in 2035, that is, to stop the sale of new fuel vehicles in the EU from 2035, even including hybrid vehicles.

However, Germans, a key member of the European Union, are not very interested in this proposal, and other countries with similar industries are not too interested, and even show strong resistance.

The biggest reason why Germans do not catch a cold is that Germany does not have a decent new energy industry chain and misses the best window for electrification transformation. Once the global auto industry is fully electrified and the EU releases new energy vehicles, it is basically the people of China and Magnesium. The world is over.

There is Tesla in North America, and in Greater China, not only Tianchi, which is the best in the world, but also Biyadi is doing quite well.

It has just entered April, and Tianchi Technology's autumn new product launch this year has attracted much attention.

From the perspective of the long-term general trend, it is difficult to fundamentally save the decline of their automobiles after traditional and old car powerhouses and those old car giants have missed the opportunity and development opportunities.

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With the conclusion of the meeting and the confirmation of the strategic development, the following is the issue of specific implementation.

An hour later, Lu Ming left the company and wandered around Ningzhou for a while. He asked the driver to replace the previous Hongqi car because it was too recognizable, and he followed several cars when he went out.

This time, I changed a car and wandered around Ningzhou in a low-key manner.

Lu Ming just wanted to see the road conditions of vehicles in Ningzhou with his own eyes. This is a more intuitive way of feeling the changes of the times than reading material reports.

After wandering around the city for more than an hour, from time to time, I can see new energy vehicles of Tianchi Technology driving on the road, and some new energy vehicles of Biyadi.

There are very few charging piles laid vacant throughout the city. It is not that the charging piles are not laid enough. Tianchi technology does not save money in the laying of charging pile infrastructure.

It can only be said that the increase of new energy vehicles is amazing.

After wandering around for a few laps, Lu Ming was quite satisfied with what he had seen with his own eyes.

The first quarter of this year has passed, and it is now the era of Y love. What makes some overseas multinationals feel overwhelmed is that they have seen the performance data of their own products in the Greater China market in the first quarter.

The result was a shock to them, and young people in China seemed to have changed.

Recently, everyone has been paying attention to the price war and the rivalry between major powers in the international crude oil market. However, two big news broke out in the market, but many people chose to ignore them.

With the end of the first quarter, Estee Lauder, Shiseido, Amore and other imported cosmetics suddenly became less popular in the post-Y love era. Estee Lauder's rare decline in the Asia-Pacific market fell by 5%. You must know that Estee Lauder has achieved nearly 30% growth in the past. Speed, such a contrast is surprising.

In addition, Shiseido, which is well known to domestic consumers, has also encountered Waterloo, and both the Greater China market and the Japanese market have declined by more than 20%.

There are also Kose, Amore, etc., which have collectively declined by more than 10%.

Correspondingly, domestic cosmetics are quietly gaining strength. Domestic brands such as Proya are chosen by more young people. In 2017, Tiansheng Capital was halfway through the primary market, accounting for 20% of the total share capital. 27% and is its second largest shareholder.

Since the company's listing in November 2017, the current share price has reached a record high of 122.80 yuan, and the cumulative increase since its listing has reached +700%.

Not just in the cosmetics industry, but also in the automotive industry.

The fact that Toyota, Honda, Nissan and other Japanese cars are in the Greater China market is also surprising, and the Japanese cars that once swept the country seem to be a bit unsaleable.

The data shows that the sales of Toyota, Honda and Nissan in the Greater China market fell by 30.7%, 36.3% and 46% respectively in the first quarter. Such a decline has to be surprising.

These car manufacturers also gave reasons. For example, they said that this was only a quarterly situation, and it did not explain anything. Because of the special circumstances of this Y situation, the supply chain was affected, resulting in insufficient production capacity, which was finally reflected in the market. .

The same is true for imported cosmetics. Of course, this is one of the reasons. But in fact, the most fundamental reason is that the consumption concept of young people in China has begun to change in the post-Yoqing era.

It is impossible for Honda, Nissan and Shiseido not to know about such changes, but they have to accept this reality.

The most typical example is the energy vehicles of Tianchi Technology. Honda, Toyota, Nissan, and German cars all experienced varying degrees of decline in the Greater China market in the first quarter.

At the same time, the energy vehicles of Tianchi Technology have been bought by consumers, and the orders have been placed in September, and the term wild consumption was born. This is not to throw the blame on the supply chain and Y Love can fool the past, the capital market's response is more intuitive, and the stock prices of Honda, Toyota and other cars have been pressed to the floor.

What makes other car manufacturers, especially those traditional fuel vehicle manufacturers abroad, incredible is that Tianchi Technology has actually launched a product, the Flash Spur model, which was introduced to the market in March last year.

This has been sold for more than a year, and it can still maintain such a terrifying momentum.

In addition, new products will be released at the press conference this fall, and domestic consumers will not wait to see the new products of Tianchi Technology. Should the Flash model place an order or place an order, what about waiting for the party?

What makes friends, businessmen and peers jealous is that the car owners say what's wrong, Tianchi's autumn conference this year, if a new product comes out, just make another one. You can buy it for your wife or your family. ...

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