Many young people have imagined that they are chasing Bai Fumei, but not every poor boy and Bai Fumei are the perfect story.For example, Selis and Huawei are so.Four years ago, Huawei could not find a manufacturer to cooperate with himself everywhere. At this time, Xiaokangs risk of the poor boy came together with Huawei.
But Selis has Huaweis Bai Fumei, but instead makes his life that was pretty a well -off life became a serious loss.In the past 4 years, Selis has a cumulative loss of about 10 billion.In 2019, the company lost more than 800 million, and in 2020 and 2021, they lost more than 2 billion, and in 2022, they lost 4.2 billion.
2023 Selis is expected to lose money between 2.1 billion and 2.7 billion.So why is Huawei cars so hot, but Selis, who is responsible for production, has never made money?
Seliss predecessor was Xiaokangs shares. At that time, they cooperated with Dongfeng Group to produce a well -off shares. This van was sold well in the market that year, with Wuling Hongguang.At that time, Xiaokangs shares live a good life, and the annual profit was several billion yuan.
But this person is not satisfied. After living a well -off life, he thinks about being rich and expensive.Huaweis idea of building a car has always been strange.Li Bin and Li wanted to build a car, and directly jumped out of his own company and established a new company.
Lei Jun directly builds a car in the Xiaomi system.However, Ren Zhengfeis thinking is that Huawei does not build a car, but only provides a car -making system.Huawei chooses to cooperate in depth with manufacturers. Huawei provides sales channels, core electric drives, algorithms, intelligent control systems, and brands and traffic.
But the other party is responsible for production and marketing.Of course, the other party also needs to be responsible for all costs.This idea is actually very similar to Wang Jianlins Wanda light asset strategy.Huawei just gives up the part of heavy assets, does not engage in production, but is only responsible for technology research and development.
Even Huawei even takes away the underlying data.This appropriate way makes many traditional manufacturers unacceptable. After all, they are afraid that if they succeed, they will be led by Huawei in the future.For new forces, technology and other technologies are also good at them. They are also lacking in production capacity, so they will not cooperate with Huawei.
At this time, Xiaokang shares appeared.As a non -mainstream car company, they initially made vans and later followed the trend to create new energy vehicles.Of course, it is conceivable that the new energy vehicles made by Xiaokang themselves are completely unsuccessful, so when Huawei is looking for partners everywhere, they choose to accept Huaweis harsh conditions.
At the same time, in order to make their name look taller, they changed Xiaokangs shares to Selis.Huaweis requirements are very high. They even use Huaweis management to ask Selis, so that they must strictly follow Huaweis management system.
So the two sides began the model of Huawei smashing technology, Selis smashed money.What is even more strange is that if it is normal for this cooperation model, everyone will set up a joint venture and then occupy the stocks.But Ren Zhengfei insisted on not building a car, so Huawei did not do that, so we saw the most amazing way to cooperate.
Huawei provides most of the technologies, and even the executives are constantly endorseing for Selis, but Selis has no HuaweiStocks.But when everyone is envious of Selis, their financial reports are losses every year.So where do you go for money?
The first is R & D cost and labor cost.The second is that the sales were not good before, and the overall cost was too high.Seliss cost rate reached 29%, while the ideal car was only 16%, which was 13%high.The third is that the cost of materials is high.
Because of these problems, Selis has been in a loss.In fact, the sales of Selis have always been tepid. Until the fourth quarter of 2023, the new car was released, which caused a sensation in the market.
Of course, although Selis has been losing money, they have made a lot of money in the capital market.The companys market value has risen several times after cooperating with Huawei. The current market value exceeds 80 billion. The companys owner Zhang Xinghais personal net worth reached 11 billion.
But with the continuous research and development investment of Huawei, it should be a fast thing for Selis to turn a profit.Is it just such a cooperative model, can it last in the future?We dont know how long the cooperation models have signed by the two parties, and how fast Huawei has promised to Seliss promise to Selis?
But Ren Zhengfeis ambition is to provide most of the car manufacturers with underlying technology, but if most manufacturers use Huawei technology, there will be another problem, that is, in the futureEveryones products are homogeneous.If you consider this problem, many manufacturers will definitely have questions about using Huawei technology.
