Rebirth 99 to become a car giant

The outstanding performance of Nanshan Automobile Group and Honor Technology in 2013 has undoubtedly become the focus of many people's attention.

Especially Honor Technology, this company has risen too fast.

Although it was only established a few years ago, it is now a super large enterprise with a turnover of more than 1 trillion yuan.

After Honor Technology's official data for 2013 was officially released, the stock prices of those suppliers that supplied Honor Technology with screens and other components immediately rose significantly.

Although most of Honor Technology's parts are produced by companies within the group, it is inevitable that some parts are purchased from outside.

Even the overall assembly is entrusted to BYD.

"Mr. Wang, our group's turnover this year has also broken records."

"The automotive business has reached new highs, the battery business has reached new highs, and the foundry business has also reached new highs."

As BYD's assistant to the general manager and head of the OEM business department, Zhong Qiang is relatively clear about the development of the entire company.

In recent years, BYD has been developing at a relatively fast pace.

Especially thanks to the rapid development of the foundry business, the scale of turnover has increased sharply.

Regardless of the fact that they OEM a mobile phone, they mainly earn a little processing fee and management fee, but they cannot support the large quantity.

The total number of Honor Technology's mobile phones, PADs, computers and other products alone exceeds 200 million units.

There are also mobile phones, PADs and computers in Warwick, and the growth rate is also gratifying.

Foxconn can become a Fortune 500 company simply by relying on its foundry business. BYD not only has foundry business, but also has automobile, parts, battery and other businesses.

Relying on the big tree of Honor Technology, the future is obviously more worth looking forward to.

"We need to have a good relationship with Honor Technology, and the automotive business side should try our best to have a good relationship with Nanshan Automobile Group."

"They are now completely rising. It is no surprise that they are China's industrial overlord. We just need to follow their development."

Wang Fu is very clear now.

No matter who you compete with, don't compete with companies from the Nanshan Group. You will definitely not be able to win in the end.

The key is that BYD Group is still relying on the Nanshan System to make a living.

BYD's stock price has doubled in the past year, and the situation is excellent.

These are closely related to the excellent performance of Honor Technology and others.

"Nanshan Automobile Group and Honor Technology have officially announced last year's performance."

"But they have many other companies, and they are all probably performing very well."

"For example, Nanshan Special Steel, the mold steel and some high-end special steel we use are almost all purchased from Nanshan Special Steel."

"There is also Nanshan Semiconductor. Although they have invested a lot, their factories have begun to get on track, and their performance is expected to be not bad."

"As for Nanshan equipment, the series of reports by China Radio's "Great Power Heavy Industry" some time ago made them even more famous."

"Mr. Wang, I think the company only needs to adjust some strategies for the companies in the Nanshan Group. If it can follow their pace, it will be less likely to make strategic mistakes."

Zhong Qiang obviously admires the development strategy of the Nanshan System.

However, Wang Fu had different opinions on his proposal.

"For projects we cooperate with, such as foundry business, there is no problem for us to follow the pace of the Nanshan Group."

"We started the automobile and battery business very early, and we focus on developing the same business."

"But if other businesses follow too closely, it will be easy for people to think that we are competitors."

"For example, in the equipment business, we currently mainly produce some special equipment for our own group, but if we develop external business in an all-round way like Nanshan Equipment, the situation may be different."

"The same is true in some other areas."

Wang Fu had previously arranged for people to focus on studying the engine and gearbox, but judging from the current situation, the results were not particularly ideal.

Not to mention that the gearbox has not been mass-produced so far, in terms of engines alone, as long as it is equipped with an engine produced by BYD itself, the market failure situation is obviously higher than that using Nanshan engines.

The most critical thing is that consumers are obviously somewhat resistant to BYD's own engines.

At the beginning, everyone was unaware of this change and had no reaction.

The news slowly spread on the Internet. Everyone knows that some BYD models use its own engines, and some use Nanshan engine products.

When buying a car, some consumers will directly ask the 4S sales staff where the engine of the model they plan to buy is produced.

As a result, the sales of models equipped with BYD's own engines are obviously not as good as those using Nanshan engines.

Although from a cost perspective, it seems that the engine produced by oneself will be cheaper.

But that is based on the fact that the number of units can be increased.

Judging from the current scale of less than 200,000 engines of multiple models each year, the final cost is actually not much different.

The key is that because of this incident, the relationship between BYD's automobile business and Nanshan Automobile Group has obviously been affected to a certain extent.

The annual price reduction given to BYD Auto by Nanshan Auto Parts is smaller than in previous years.

After comprehensive calculation, it seems that BYD did not save any money by starting its own engine business.

That's why Wang Fu began to reflect on some of BYD's practices.

"That's true, we now have a lot of business sectors."

"Making all existing sections bigger and stronger will actually be very good."

Zhong Qiang realized that there were major problems with the plan he proposed, and immediately changed his statement.

His desire to survive is still very strong, so there is no need to be stubborn about this kind of thing.

While Zhong Qiang and Wang Fu were discussing the situation of the Nanshan Department, various companies in the Nanshan Department were also busy reporting their performance to Cao Yang.

Nanshan Automobile Group and Honor Technology performed very well, and other companies were not bad either.

"Mr. Cao, Nanshan Special Steel has completely completed the integration of Shaogang this year. Currently, half of Shaogang's crude steel production capacity is utilized and processed into high-end special steel products."

"The remaining part will be directly used to produce hot stamped steel plates and other high value-added steel plates after appropriate modifications to the production lines are considered."

Xie Lingyun is now considered a pivotal figure in China's steel industry.

Don't look at the overall steel output of Nanshan Special Steel, which is more than two million tons. Compared with Baosteel, Shougang, Anshan Iron and Steel, and Wuhan Iron and Steel, it is only a fraction of others.

But you can't stand it. The products of Nanshan Special Steel are all high-end and have high added value. They often cost tens of thousands of yuan per ton. Some high-end special steels even cost hundreds of thousands per ton.

Compared with the painstaking efforts of some steel plants to produce rebar worth several thousand yuan per ton, this is completely different from the existence of the same realm.

It can be said that most ordinary steel is not profitable.

The cost of iron ore, coke, etc. is not low, but the final rebar produced is at a cabbage price.

Even some cabbages are more expensive than that.

After all, three to four thousand yuan per ton is equivalent to two yuan per pound.

The price of most vegetables in big cities is more than this amount.

But fortunately there is Nanshan Special Steel, otherwise some even stranger situations would have occurred.

That is, China exports a large amount of crude steel worth several thousand yuan per ton, and then imports a large amount of special steel worth tens of thousands yuan per ton.

This time in and out, people really don't know what to say.

It's different now.

Nanshan Special Steel can produce most of the special steel, even if it cannot produce some models, foreign steel manufacturers do not dare to raise the import price too much.

Because the exaggerated price is equivalent to forcing China to research this type of special steel on its own.

Of course, except for a small number of manufacturers who do not believe in evil.

Just like the Invar steel used on LNG carriers before, it has a sky-high import price.

Because people think you can’t do it.

There are also a small number of other special steels that use relatively small quantities, and have similar situations.

But overall, the situation has changed a lot.

"If we produce hot stamped steel plates, wouldn't Baosteel have to have objections?"

Although Nanshan Special Steel has developed hot stamped steel plates with aluminum silicon coating a long time ago.

However, at that time, Nanshan Special Steel had not thought about the crude steel production line, which could not produce hot stamped steel plates, so it chose to cooperate with Baosteel.

Until now, most of the hot stamped steel plates at the Yangcheng Huaqiang Factory have been purchased from Baosteel.

Now that Nanshan Special Steel needs to be developed by itself, it will definitely affect Baosteel's interests.

"Baosteel has reaped dividends in this regard for many years, so it should be content."

"Automotive steel plates are considered to be a type with higher added value among all ordinary steel plates."

"The most important thing is that our Nanshan Automobile Group consumes a large amount of automobile steel plates every year. If we purchase it entirely from outside, there will be certain risks."

"In the past, we couldn't do it ourselves. Now, after acquiring Shaogang, we already have the ability in this area. I think we can consider producing it ourselves."

"In particular, we have developed ultra-high-strength hot-stamped steel plates with a tensile strength of 2,000MPA, and have also been able to produce ultra-high-strength cold-stamped steel plates."

"These products are not yet involved in Baosteel, so we can start with this part of the market."

Xie Lingyun naturally considered some reactions from Baosteel.

So some plans have been prepared in advance.

"There is no need to increase the crude steel production capacity of Nanshan Special Steel, but if the existing production capacity is not fully utilized, it is not impossible to make automobile sheets."

"Most of the automotive sheets at Baosteel are actually produced by the joint venture company Baosteel Nippon Steel. Baosteel Co., Ltd. does not have many products of its own, especially in terms of high-end products."

After hearing Xie Lingyun's words, Cao Yang didn't insist anymore.

I am not from Baosteel, so I just need to pay proper attention to the situation. There is no need to think too much about them.

"Yes, many of the domestic high-end automotive panels are actually imported from Japan and other places."

"Even for some so-called domestic automobile sheets, it is possible that the motherboards are imported from Japan or Korea, and are just rolled in China."

"We can definitely take over the high-end automotive panel business, which will also enable China's automotive industry to develop more healthily."

Xie Lingyun is now very indifferent to imported materials, imported equipment, imported parts and the like.

In addition to raw materials such as crude oil and iron ore, he believes that it is best to localize other products.

This point is similar to what Cao Yang thought of.

“How much has Nanshan Special Steel’s turnover reached last year?”

As the foundation of industry, Cao Yang has always attached great importance to the materials industry.

Otherwise, I would not personally participate in the research and development of many products of Nanshan Special Steel, Nanshan Carbon Fiber and Nanshan Chemical.

"Last year it exceeded 200 billion yuan and reached 222 billion yuan."

"This is still a situation where some of Shaogang's crude steel production capacity is not fully utilized. If it is fully utilized, there will be no problem with the turnover exceeding 300 billion."

As a steel company, Xie Lingyun does not have the high goal of turning Nanshan Special Steel into a trillion-dollar enterprise.

After all, their situation is different from Nanshan Automobile Group and Honor Technology.

The overall domestic steel production capacity is definitely surplus, so large-scale expansion is not a good plan.

Just make high-end products.

Otherwise, if you expand the scale, you may earn less money, which would be meaningless.

"This result is already very good and ranks among the best in the steel industry."

"Even if Nanshan Special Steel is ranked alone, it can be included in the list of the world's top 500 companies."

When Cao Yang said this, Xie Lingyun couldn't help but immediately answered: "Mr. Cao, if we rank by individual companies, then there are actually quite a few companies in our group that can enter the world's top 500."

"Needless to say, Xingchen Automobile, Jaguar Land Rover and Honor Technology are definitely on the list, and their rankings are not low."

"Future Auto is expected to be included in the Fortune 500 list next year."

"And Nanshan engines, Nanshan gearboxes and Nanshan auto parts can all enter the list, or are close to entering the list."

"There is also Nanshan Carbon Fiber. Their turnover last year was not much different from ours. Naturally, they are also one of the top 500 companies."

"Other companies such as Nanshan Equipment and Nanshan Semiconductor are also potential stocks. In the future, we may have more than 10 companies from the Nanshan Group included in the list."

When Xie Lingyun said this, he seemed very excited.

These enterprises in the Nanshan Group are all industrial enterprises, engaged in industry.

The strength of other non-industrial enterprises such as Autohome, Yangcheng Bank, Weibo, Nanshan Film and Television, and Nanshan Investment is also not bad.

According to the current scale, the Nanshan System is definitely a mature and fully industrial hegemon-level economy.

"Unconsciously, our group has reached this size."

"However, there are too many types of special steel, and we still haven't covered some grades. You still have a lot of room for effort."

As the most basic steel material among all materials, it cannot be overemphasized.

There is no industry in all walks of life that does not involve raw materials like steel.

Clothing, food, housing and transportation, even equipment for producing clothes and processing food, all use various special steels.

This field is worthy of continuous study by the personnel of Nanshan Special Steel.

"Mr. Cao, we have been taking a comprehensive inventory of the weaknesses in the domestic special steel field, especially communicating with relevant departments to see which special steels need to be used in military products. There is a gap between the domestic level and foreign countries."

"When the time comes, we will do our best to tackle key problems and strive to make our Nanshan Special Steel's technical level the highest in the world."

As an academician of the Academy of Sciences, Xie Lingyun is also very ambitious now.

Nanshan Special Steel is already the most powerful in China, but from a global perspective, there are still competitors.

Especially in the field of special steel, the situation is very complicated. Many foreign special steel companies may not be so well-known, but their level in the segmented fields is very high.

These companies have lived comfortably relying on their proprietary technologies for decades.

However, the comfortable life of these companies is based on selling their products at high prices to companies such as China.

What Nanshan Special Steel has to do in the future is to constantly break this situation and become the one to replace these opponents.

After listening to Xie Lingyun's report on Nanshan Special Steel, Cao Yang went to listen to the report on Nanshan Equipment.

As the cornerstone of the development of Nanshan enterprises, the importance of Nanshan equipment cannot be overemphasized.

It can be said that the development of various factories in the Nanshan system has the shadow of Nanshan equipment in it.

Nanshan Semiconductor was able to become the first chip company in the world to implement the 14-nanometer process because Nanshan Equipment has mastered chip production equipment such as photolithography machines.

Nanshan Carbon Fiber was able to catch up with Toray and Hexcel, and finally achieved overtake in T1100 and T1200 carbon fiber, also because Nanshan Equipment developed high-end carbon fiber processing equipment.

Nanshan Battery is able to become the world's most technologically advanced power battery company with the largest production capacity, also because Nanshan Equipment assisted in the development of the world's most efficient battery processing production line.

Nanshan Special Steel, Nanshan Chemical, Nanshan Automobile Group...

Behind every factory there is the shadow of Nanshan Equipment.

So even though Nanshan Equipment’s current turnover is smaller than that of Honor Technology, Xingchen Automobile, Jaguar Land Rover, Nanshan Transmission, Nanshan Special Steel and other companies, its status within the group has not deteriorated at all.

Even because of the broadcast of China Channel's "Great Power Heavy Industry", Nanshan equipment has become the core of Nanshan enterprises.

China can do without Xingchen Auto, Jaguar Land Rover, Future Car, or even Honor Technology. This will not have a big impact on China's industrial strength.

But without Nanshan equipment, China's current industrial competitiveness would drop by a whole level.

This impact is absolutely huge.

"Mr. Cao, we have basically entered a relatively stable state of development now."

"The business of various business units such as the semiconductor, machine tool division, battery division, and carbon fiber division has gradually stabilized."

“In the future, we will mainly focus on continuously upgrading equipment and developing new products based on market demand.”

“But we have basically taken it into consideration in terms of categories.”

Nanshan Equipment has been very well-known in recent times, but Pan Jinxing has become much more low-key.

Nanshan Equipment is different from other companies such as Honor Technology and cannot develop by leaps and bounds every year.

These equipments are only in demand when factories are built or production lines are renovated.

Factory construction in certain areas is likely to develop by leaps and bounds over a period of time.

Just like the battery division, it has sold many battery production lines in the past two years.

But overall, industrial development cannot advance by leaps and bounds at every turn.

Generally speaking, it is relatively normal to move forward at a similar pace every year.

Therefore, Pan Jinxing now wants to lower everyone's expectations for Nanshan Equipment's revenue, so as not to put so much pressure on himself.

"The main areas are indeed basically laid out. We will just stabilize the situation later and make some technological breakthroughs in subdivided areas."

After more than ten years of continuous rapid development, it is actually necessary for Nanshan equipment to slow down and stabilize.

Just like a bow and arrow, if the string is pulled too tight all the time, it may not be a good thing.

Cao Yang also understood this truth.

Therefore, it is completely acceptable to stabilize Nanshan's equipment, make appropriate adjustments, and accumulate strength for the next technological breakthrough.

"Well, after the documentary series "Big Power Heavy Industry" was broadcast, our company has become completely famous in the industry."

“But everyone’s expectations for us are relatively high.”

"Some military-related factories have also approached us to customize some high-precision machine tools and other equipment."

"We want to settle down in the past year, do more detailed work, and upgrade some of the existing equipment."

"In the future, we will customize and develop some special equipment based on the needs of relevant departments."

"And our turnover is expected to be stable at more than 100 billion yuan. There will not be a particularly large decline, and it will be relatively difficult to have a particularly large increase."

Blindly expanding the scale is actually not a good thing.

Especially in the equipment industry, the expansion of production capacity is exaggerated, and sooner or later there will be a surplus.

At that time, all the hard work has been in vain, and the money has not been earned, and the technology has not been improved.

This situation is not what Pan Jinxing wants to see, and it is certainly not what Cao Yang wants to see.

Therefore, it is necessary to be stable, lay a solid foundation in all aspects, and then continue to move forward.

"No problem, just do what you want."

Since Nanshan equipment was handed over to Pan Jinxing to take charge of, Cao Yang naturally wanted to give people full trust.

Anyway, the development of Nanshan equipment has entered the right track, and it is not unacceptable for them to adjust for a year or two.

Then, after hearing about the situation of Nanshan's equipment, Cao Yang quickly went to learn about the situation of Nanshan Carbon Fiber, Nanshan Chemical, Nanshan Battery and other companies.

On the whole, various enterprises in the Nanshan Group are in a prosperous situation, and their development prospects are very promising.

After these companies reported to Cao Yang, they also released various information in 2013.

Although each company is not a listed company, there is little financial information in the information released.

But those eye-catching sales data still brought a huge impact to everyone.

The entire Nanshan system has a profound heritage and has grown into strong trees that can provide shade and shelter for many people.