Behind the dongmingzhuwangjianlin cooperation: Miss Dong what had kept to make the car "crazy"? -Dong mingzhu, gree, Wang-IT information
In China, could not be found to second than Dong Jia Yue Ting on the car so there is only one person.
The two "I" has become a focus of media attention. Funny thing is, when Jia Yue Ting still car dreams burn, Dong also happily took her car dreams of first steps.
On December 15, the China Summit Forum held in Beijing. Manufacturing Forum "producing" a big news: Dong join Dalian Wanda group, cimc, Yan and Zhao in Beijing Huijin international investment company, Beijing, Jiangsu dongbang investment management limited capital increase agreement signed with Zhuhai yinlong together 3 billion capital increase, access to Zhuhai yinlong 22.388% equity.
It is reported that Dong mingzhu, personal investment of about 1 billion yuan, Zhuhai yinlong about 7.46% owned.
Just a month ago, on November 16, gree announcement, saying "received silver inform in writing long letters, was told that adjusted deal Zhuhai yinlong, the programme failed to get shareholder scrutiny and approval, silver long based on the voting results of Zhuhai's decision to end the deal. "In view of this," the company decided to terminate the plan to issue shares to buy assets "to declaring gree Zhuhai yinlong, the takeover failed.
However, Dong mingzhu car dreams did not end so. On December 10, sponsored by the China Entrepreneur magazine "2016 (15th) Chinese business leaders Conference, Dong said," Although we (of gree electric appliances acquired Zhuhai yinlong) did not succeed, but Dong mingzhu, sure to do. I hope you see my car, and gree phone, control temperatures at home, enjoy the delicacies of gree to you, this is my dream. ”
Please note that dong in the expressions used here is "my car", is hinted at in their personal capacity, to enter the automotive sector. Lenovo Dong mingzhu, praise for Zhuhai yinlong, I doubt Dong mingzhu, people wishing to enter the car business was probably yinlong in Zhuhai.
Fun, regardless of the outside world and how negative the Zhuhai gree electric appliances shareholders yinlong, Dong mingzhu of Zhuhai yinlong always yearn for it, outside Zhuhai yinlong evaluation and Dong mingzhu, assessment of the Zhuhai yinlong in sharp contrast.
Now we know, Dong mingzhu, Zhuhai yinlong, the individual has a strong looking!
People want to know is, why Dong mingzhu, Zhuhai yinlong so in love?
From the obvious, Dong in public occasions that she valued yinlong lithium titanate battery technology in Zhuhai, Zhuhai yinlong, the think it's most valuable asset. For example, she said, "yinlong is the most advanced technology in China and the world, the service life is 30, 6 minutes of electricity, high temperature 60 degrees, low temperature lingxia50du, in the context of this running. "So why someone object? Mr Tung's answer is: "because they only see the shortsighted. ”
However, external evaluations of lithium-titanate battery mixed, not optimistic about his voice higher.
The industry generally believes that the mainstream technology of lithium-titanate battery not power battery.
Lithium-titanate battery is characterized by fast, high safety, long cycle life; but the disadvantage is equally clear, low energy density, poor power. Batteries of the same size is applied on the same electric car, uses the ternary power battery car battery life 200 km, use lithium-titanate battery cars can only range of 100 km . Therefore, lithium titanate batteries are somewhat niche, non-mainstream battery products, most manufacturers of electric vehicles are not used.
The technical characteristics of lithium titanate battery determines the electric products only in the city of Zhuhai yinlong fixed-route bus, it is difficult to apply the mileage requirements higher and household products for electric cars of the running line is determined.
Compare with lithium titanate battery, Tesla electric car using Panasonic NCR 18650 3100mah ternary lithium battery, good consistency, number of charge and discharge, safe, high energy density and light weight, affordable price.
BYD select lithium iron phosphate batteries for electric cars.
Why the public and the industry on the battery of cognitive and Dong is so different ?
I tend to think that personal cognitive ability and Dong, and preconceived notions related to the cognitive style of Tung. Special attention such as her battery safety, think out of security on the battery does not make sense.
Sure, maybe there are other reasons that are not known to the outside world.
So bullish on Zhuhai yinlong, electric vehicle, Zhuhai gree cannot be achieved under yinlong acquisition, Dong decided to enter Zhuhai yinlong in their personal capacity. In a sense, for Zhuhai yinlong pledges, Ken is Dong mingzhu, a showdown between man and society most people.
Financial media "understand understand notes," Chin Dong June says that she does not understand Dong together Wang, Liu jointly the investment in the Zhuhai yinlong logic of new energy vehicles.
Can not read, because the investment is lack of logic.
That this is the case, you see Mr Wang investment in the Zhuhai yinlong reason how easy, completely unlike a rational business practices.
Reporters asked : "do you not doing thorough research? ”
Wang : "I think Dong mingzhu, research on the line, I don't have to do the research. ”
Reporter : "you long accounted for much of the Bank's shares after it? ”
Wang : "I really don't know."
Reporter : "We the investment sector is also well thought out, and did many rounds of discussion? ”
Wang : " No, no, what thought is to believe that Mr Tung always . ”
Reporter : "do you plan to visit to this company? ”
Wang : " our people went to see below. They said OK, Mr Tung has always said I follow shots, I didn't think about it . ”
Obviously, Wang's cast is friendship to join is not a rational decision. Indeed, 500 million Yuan for Wang is small, even if the drain is not too large .
I believe Liu investment in Zhuhai as logical and Wang yinlong, lobbying is for Dong's face.
Since it's been done, investors Zhuhai yinlong, the real concern is not whether investment in Dong mingzhu, who obtain better development, but as Dong mingzhu of gree, Chairman, President, and in his personal capacity investment in the Zhuhai yinlong means what? And the personal investment of Dong mingzhu of gree electric appliances and what effects?
One thing I am certain, regardless of Zhuhai yinlong as Dong, Wang and others how good development investments, and gree electric appliances doesn't matter, investors, after all, is not a gree electric appliances, it is Dong's personal behavior, Dong mingzhu, gree repairer of cars is not equal to.
So we found that Dong has yet to gree electric appliances to find the next "billions of layout", when first found himself with a place.
Silver long investors and Zhuhai gree, Chairman, President, Dong mingzhu yinlong was more in Zhuhai gree electric appliance body care less, from this perspective, the silver long Dong mingzhu, investment in the Zhuhai gree electric appliances is not a good thing.
Dong mingzhu can reach 10,000 for his investment in the Zhuhai yinlong explained, but an explanation of Dong mingzhu, could not be denied, and that is: she is 2018 gree electric Board of Directors election "resigned" Chairman ahead of the layout, like Zhuhai gree group of SASAC delegate Zhou Lewei served as Chairman of the Board for the 2018 gree electric appliances ahead of the general election of the Board layout, is a truth.
Dong mingzhu, in their personal capacity, investment in the Zhuhai yinlong, Tan suggested, may be associated with girlfriends. Tan wrote suggestions Dong mingzhu, reengineering, leaves a company of their own.
So two questions in front of Dong:
First, with 1 billion yuan of investment, Zhuhai shares yinlong also 7% a bit more, is far from the largest shareholder, does not have ultimate decision-making powers, to Dong mingzhu, an extremely strong personality, she can do it under the Gan Wei Yincang? If you cannot exert influence on Zhuhai yinlong, where she invested in that?
Second, Dong mingzhu, gree electric appliances, major shareholders of Zhuhai Municipal Commission to explain? Will give shareholders "Tung has had no intention of operating gree" guess? It's like a parents being sent to live up, ran to a neighboring work is the same. Passion under Dong mingzhu, will further deteriorate relations with the Zhuhai Municipal Commission?
--Served as Chairman of gree electric appliances is a migrant, one is their business--the investment in the Zhuhai yinlong, Dong mingzhu, how to balance between these two roles? Clearly, the Dong has set himself a difficult problem. I don't know at this point that eyeing the gree Group Chairman Zhou Lewei will feel.
Last supplementary question: Dong has been saying "gree acquired Zhuhai yinlong failed not because of small shareholders, 99.9% by small shareholders. "I would like to ask an expert: If 99.9% was adopted by the shareholders of both, why vote result is the acquisition of the motion whether it is?
董明珠王健林合作背后：董小姐为何一直为了造车“狂”？ - 董明珠,格力,王健林 - IT资讯
在中国，可能再也找不到第二个比董明珠和贾跃亭对汽车如此情有独钟的人了。
这两个“我为车狂”都成了舆论关注的焦点。有趣的是，就在贾跃亭仍为汽车梦焦头烂额的时候，董明珠也兴高采烈地迈出了她汽车梦的第一步。
12月15日，中国制造高峰论坛在北京举行。制造论坛“制造”出一个大新闻：董明珠个人携大连万达集团、中集集团、北京燕赵汇金国际投资公司、江苏京东邦能投资管理有限公司与珠海银隆签署增资协议，共同增资30亿，获得珠海银隆22.388%的股权。
据悉，董明珠个人投资约10亿元，获珠海银隆约7.46%的股权。
就在一个月前的11月16日，格力电器发布公告，称“收到珠海银隆发出的书面告知函，被告知调整后的交易方案未能获得珠海银隆股东会审议通过，珠海银隆基于表决结果决定终止本次交易。”有鉴于此，“公司决定终止筹划发行股份购买资产事宜”，以此宣告格力电器收购珠海银隆失败。
但是，董明珠的汽车梦并没有因此画上句号。12月10日，在中国企业家杂志主办的“2016(第十五届)中国企业领袖年会上，董明珠表示，“虽然我们（指格力电器收购珠海银隆）没成功，但是董明珠一定要做。希望大家看到我造的车，打着格力的手机，控制家里的温度，享受格力给你们带来的美味佳肴，这就是我的梦想。”
大家注意，董明珠在这里使用的表达方式是“我造的车”，等于暗示将以个人身份进入汽车领域。联想此前董明珠对珠海银隆赞不绝口，我当时就怀疑董明珠欲进入的汽车企业可能就是珠海银隆。
简直太有趣了，无论外界乃至格力电器股东怎么不看好珠海银隆，董明珠个人对珠海银隆一直都心向往之，外界对珠海银隆的评价和董明珠对珠海银隆的评价形成巨大反差。
现在我们终于明白了，原来董明珠个人对珠海银隆有强烈期待！
人们想知道的是，为何董明珠对珠海银隆如此喜爱？
从明面上看，董明珠多次在公开场合表示，她看重珠海银隆的钛酸锂电池技术，认为这是珠海银隆最有价值的资产。比如她说，“银隆的技术在中国乃至世界都是最先进的，使用寿命30年，6分钟充满电，高温60度，低温零下50度，在这样的范围内保持正常运行。”这么好的技术为什么有人反对呢？董的回答是：“因为他们只看到眼前，鼠目寸光。”
但是，外界对钛酸锂电池的评价毁誉参半，不看好的声音还要高一些。
业界普遍认为，钛酸锂电池并非动力电池的主流技术。
钛酸锂电池最大特点是快充，安全性高，循环寿命长；但缺点同样明显，能量密度低，续航能力差。同样体积的动力电池应用于同一辆电动汽车上，使用三元动力电池的汽车可续航200公里，使用钛酸锂电池的汽车只能续航100公里。因此，钛酸锂电池偏于小众，非主流电池产品，大多数电动车厂家并不采用。
钛酸锂电池的技术特性，决定了珠海银隆的电动汽车产品只能是在城市固定线路行驶的公交车，难以应用于对续航里程要求较高且行驶线路不确定的家用电动轿车产品。
和钛酸锂电池相比，特斯拉电动车使用的松下NCR 18650 3100mah三元锂电池，一致性好，充放电次数多，安全性较好，能量密度大，重量轻，价格适中。
而比亚迪电动轿车选择的是磷酸铁锂电池。
为什么公众乃至业界对电池技术的认知和董明珠有如此大的差异？
我倾向认为和董明珠的个人认知能力有关，也和董先入为主的认知方式有关。比如她特别看重电池的安全性，认为脱离安全性谈动力电池没有意义。
当然，也许还有其他不为外界所知的原因。
既然如此看好珠海银隆及电动汽车，在格力电器无法实现对珠海银隆收购之下，董明珠决定以个人身份进入珠海银隆。从某种意义上讲，对珠海银隆的认肯，是董明珠一个人与全社会大多数人的对决。
比如财经自媒体“懂懂笔记”主笔董军就表示，她看不懂董明珠携手王健林、刘强东联手投资珠海银隆新能源汽车的逻辑。
看不懂，是因为这场投资本身缺乏逻辑。
事实也是如此，你看王健林投资珠海银隆的理由多简单，完全不像一个理性企业家的做法。
记者问：“您没有做过深入的调研吗？”
王健林：“我觉得董明珠调研了就行了，我不用做调研。”
记者：“那您之后在银隆占到多大的股份啊？”
王健林：“那我还真不大清楚”。
记者：“咱们这次投资部门也是经过深思熟虑，然后很多轮的讨论过了吗？”
王健林：“没有没有，什么深思熟虑，就是相信董总。”
记者：“您准备到这个公司去参观吗？”
王健林：“我们下边人去看过。他们说还行，董总说投我就跟着投，我就没考虑那么多。”
显然，王健林的跟投是友情捧场，并非理性决策。的确，5亿元对于王健林来说是小钱，即使打水漂也没太大关系。
我相信刘强东投资珠海银隆的逻辑和王健林一样，就是看在董明珠的游说的面子上。
既然木已成舟，投资者真正关心的不是珠海银隆会不会因为董明珠等人的投资获得更好的发展，而是作为格力电器董事长、总裁的董明珠，以个人身份投资珠海银隆究竟意味着什么？以及董明珠的个人投资可能对格力电器带来什么样的影响？
有一点我可以肯定，不管珠海银隆因为董明珠、王健林等人投资获得多么好的发展，与格力电器没有关系，毕竟投资主体不是格力电器，那是董明珠的个人行为，董明珠造车不等于格力造车。
于是我们发现，董明珠尚未给格力电器找到下一个“千亿布局”的时候，率先给自己找到了去处。
既是格力电器董事长、总裁又是珠海银隆投资人，董明珠在珠海银隆身上用心越多必定在格力电器身上用心越少，从这个角度讲，董明珠投资珠海银隆对格力电器不是一件好事。
董明珠可以为自己投资珠海银隆找到一万个解释，但有一个解释董明珠无法否认，那就是：她在为2018年格力电器董事会换届选举“辞去”董事长一职提前布局，就像珠海市国资委委派周乐伟担任格力集团董事长也是为2018年格力电器董事会换届选举提前布局，是一个道理。
而董明珠以个人身份投资珠海银隆，可能与其闺蜜叶檀建议有关。叶檀曾撰文建议董明珠再造一个属于自己的公司。
于是两个问题摆在董明珠面前：
一是，以10亿元人民币的投资额，占珠海银隆股份也就7%多一点，距离大股东位置还很遥远，并不具有最后决策权，以董明珠极其要强的个性，她能做到甘居魏银仓之下吗？如果不能对珠海银隆施加影响，那她投资的意义在哪里？
二是，董明珠如何向格力电器大股东珠海市国资委作出解释？会不会让大股东产生“董已经无意于经营格力电器”的猜想？这就好比一个被寄以众望的家长，突然跑到邻家干活是一样的。激情之下的董明珠，会不会由此进一步恶化与珠海市国资委的关系？
一个是打工者——担任格力电器董事长，一个是自家的生意——投资珠海银隆，董明珠如何在这两个角色之间做好平衡？显然，董明珠给自己出了一道难题。我不知道此时那个虎视眈眈的格力集团董事长周乐伟会作何感想。
最后补充一个问题：董明珠一直说“格力收购珠海银隆没有成功并不是因为小股东，小股东99.9%都通过了。”我想请教这方面的专家：既然99.9%的小股东都通过了，为什么投票结果却是收购议案被否？