Is it sincere to make a car or maliciously cheat? Gree's acquisition of Zhuhai Yinlong. What does the industry think?

"When you took Gree's cell phone to direct the electrical appliances in your home, you could enjoy the temperature brought by Gree, eat the rice cooked by Gree, and drive our electric car..." This sentence contains all the dreams of Dong Mingzhu. One electric vehicle is also in Dong Mingzhu's future vision.

Last night, Gree acquired Zhuhai Yinlong for RMB 13.0 billion and Zhuhai Yinlong will become a wholly-owned subsidiary of Gree Electric. With the completion of the acquisition of Yinlong by Gree, the new energy vehicles formally merged with mobile phones and smart equipment, becoming Gree's three new strategic directions. From the mobile phone to the new energy vehicles, this series of cross-border behind reflects Gree's anxiety in transition.

Lei Fengnet (search for "Lei Feng Net" public concern) initiated the discussion of the acquisition in the Kontron Open Course. The practitioners of the new energy automotive industry have different opinions on this topic. Generally speaking, opinions are centered around these topics. Expand:

Â Optimistic about the direction of new energy vehicles

Zhang Ruizhi Che Youxing Battery Pack Engineer:

It is a good thing, on behalf of the new energy vehicles will not come back, only a ribs hard to go back. Sister Dong's personality does not look back at the South Wall and she will not give up without success. At the national level, the new energy market has invested so much money. Big brothers have all entered and failed. How much is the loss for the national economy? Therefore, I optimistically believe that even if the company does not get up, Chinaâ€™s new energy vehicles will certainly rise.

Â Views on "cheat compensation"

In 2015, the average subsidy for new energy vehicles was as much as RMB 120,000. According to regulations, national and local subsidy funds are matched at a ratio of 1:1. Take Beijing as an example, how much is the country that buys new energy vehicles, and how much is supplemented by Beijing. Therefore, under this favorable policy environment, the "cheat compensation theory" was proposed by many people.

Shao Jie Lian Market Director:

Say puzzled. Which is so easy to make a car repair, unless it is really not the appliance industry, optimistic about the rising sun. Subsidies are now declining, with 20% less in 2017, which is unlikely to be due to subsidies. This may be due to the stock price. Alteon and other listed companies have only a small percentage of charging piles, but they can tell stories and go out of the money, but it will be a little too large for the share price of 13 billion yuan. ? Although it is also money.

Â Focus on battery technology

According to industry sources, Dong Mingzhuâ€™s intentions may not be entirely for the sake of building a car, but rather for his battery technology. New energy products will certainly be the future trend, and battery technology cannot be ignored. Therefore, if you master battery technology, you will have more say in the next era of new energy. In addition, there are arguments that Gree will not be able to apply energy storage technology to air conditioners.

Anonymous practitioners:

At present, the core technology of new energy vehicles is the battery. I am familiar with a battery factory in Chengdu. Now, one and two steamers all use their batteries. It is said that a new generation of road tests has been completed in the summer, so that the winter, known as two tons of small cargo running 500 kilometers. The battery plant in Chengdu has a line investment of about 50 million. It can be seen from this that the battery part of the water is too deep. There are also many policies and subsidies that can be applied.

Chen Ruihui Guangdong New Energy Automobile Industry Association:

More than building a car, the acquisition of Yinlong can also use energy storage technology in the air conditioning, the real realization of the concept of air conditioning without electricity, with reference to the Tesla Iron Man's approach.

Â Automatic driving bus

Yinlongâ€™s new energy vehicles are mainly based on buses. Therefore, Gree can continue to deepen its cultivation in the passenger car business. At present, the self-driving car fire, after the unmanned bus of Yutong Bus has been successfully tested. Gree has accumulated a certain amount of software R&D experience while manufacturing mobile phones. Based on this, Gree may have the possibility to enter the automatic driving bus in the future.

A new energy vehicle consulting agency marketing supervisor:

For Gree's acquisition of Yinlong, looking for new profit growth points, and Yinlong's technology in new energy customers has accumulated, I am more optimistic about this acquisition. The intelligentization of automobiles is a major trend and it is difficult to say that they do not cut into the field of automatic driving.

Feng Xiaoyu, Chief Engineer of GAC:

Market demand determines production demand. Regarding whether or not Gree will invest in autonomous driving buses in the future, it depends on whether ordinary passengers can accept the automatic driving product.

Gree Electric enters a new field with large investment, large capacity, and high technical threshold through acquisition, and will face great risks.

In addition, there is also a phenomenon worthy of attention. According to public information, on June 30 last year, the name of Dong Mingzhu was not included in the top ten shareholders of Gree Electric. On the same day, Gree issued additional 642 million shares to major shareholders, group employees, and certain investors such as CITIC Securities. Among them, Dong Mingzhu added 60.15 million shares, making individuals hold Gree 100 million shares, holding ratio rose to 1.3%, in one fell swoop than Qianhai Life Insurance became the company's fourth largest shareholder, right to speak only second to Gree Group. At the moment when Dong Mingzhuâ€™s personal control reached its peak, we might see Dong Mingzhuâ€™s more shocking moves next.