Rebirth 99 to become a car giant

Normally, if a company with a market value of tens of billions successfully goes public, it has absolutely no chance of being featured on the China News Network.

After all, with so many major events happening in China every day, it is not possible for such "small news" to appear on the Xinwen Network.

However, China TV, which had tasted the benefits of the previous documentary series "Great Power Heavy Industry", followed up with a series of documentaries called "Major Power Materials" during this period.

Some of the stories behind special steel, carbon fiber, special chemical materials, graphene and other high-end materials have been recorded as special topics in the documentary "Materials of a Great Power".

Today is the premiere of the documentary, "Carbon Fiber, a Great Power Material" as the opening work.

Domestic and foreign carbon fiber giants such as Nanshan Carbon Fiber, Guangwei, Toray and Hexcel appear in this documentary.

It specifically explains to you the situation of China's carbon fiber industry ten years ago, and how the international carbon fiber giants bullied China at that time.

Then he introduced the current status of China's carbon fiber industry in the world.

The editing of the entire documentary is very interesting, and you can't help but watch it in one sitting.

It is definitely not easy to make a documentary of this level.

In order to get better ratings for this documentary, China Channel today specially linked the successful launch of Guangwei Carbon Fiber with "Great Power Materials: Carbon Fiber", and then spent 30 seconds introducing it in the news broadcast Guangwei’s successful listing today.

Even though it was only a 30-second introduction, this was definitely beyond Guangwei’s expectations.

"Mr. Cao, thank you so much."

"If it weren't for your help, there would be no chance that our news would be featured on Xinwen Network."

After learning that his company's listing was on the news broadcast at the thank-you dinner, Chen Liang immediately walked up to Cao Yang with a wine glass, preparing to toast him again.

He himself is still very clear about it. He knows that the fact that Guangwei's listing was on the news network must have the influence of the Nanshan Group.

Otherwise, with the giant Nanshan Carbon Fiber in front, what would Guangwei be?

"Mr. Chen is so humble. Guangwei's strength is obvious to all in the industry."

"From the perspective of production capacity, with the expansion of the T300 carbon fiber factory, it will be the first in the world."

"Technically, you have now mastered the production of T600 carbon fiber, and there are few companies in the world that can do it better than Guangwei."

"Under such circumstances, it is normal for Guangwei to receive attention from all aspects."

No matter what product it is, the most popular ones are definitely the mid- to low-end products.

Most of the products produced by Nanshan Carbon Fiber are relatively high-end products, and it is impossible to always occupy the first position in terms of production capacity.

In that case, high-end carbon fiber will be turned into a bargain.

This is not entirely in Nanshan Carbon Fiber’s interests.

It is good for Nanshan Carbon Fiber to maintain a moderate high-end nature.

Otherwise, everything is just a cabbage price, where can we make money to invest in research and development?

However, in Chen Liang's opinion, his words must be comforting him.

This actually made Chen Liang feel even more grateful.

Just when Guangwei Carbon Fiber's listing activities were in full swing, Zeng Jianying of Nanshan Carbon Fiber and Xie Lingyun of Nanshan Special Steel also gathered together to discuss the company's development.

Both are the main target manufacturers of the "Great Power Materials" series. The influence of the teams led by Zeng Jianying and Xie Lingyun in the country is also expanding every year.

However, whether it is Nanshan carbon fiber or Nanshan special steel, there seems to be no specific launch plan at present.

If Guangwei Carbon Fiber was not on the market today, then the two of them might not think so much.

Now that Guangwei, which is worse than him, has successfully gone on the market, people around them have begun to put forward some ideas.

"Mr. Zeng, there should be many employees at Nanshan Carbon Fiber who are looking forward to the company's listing, right?"

Xie Lingyun has also been paying attention to Guangwei Carbon Fiber during this period, and also read some content on the forum.

Combined with the thoughts of some people around him, one can basically guess Zeng Jianying's current situation.

There are people who love science, but there is no big conflict with their love for money.

In this society, everyone faces many temptations.

In real life, most of the worries can be solved through money.

In this way, everyone's desire to achieve financial freedom will naturally become stronger.

As an office worker, it is obviously very difficult to achieve financial freedom based on salary alone.

When Internet companies go public, they can often turn a group of employees into millionaires because these people are allotted shares.

Although the situation in the industrial industry is very different from that of the Internet, everyone's thoughts on money are similar.

"That's true, but I have communicated privately with Mr. Cao about the listing."

"Although he did not completely deny the idea of ​​listing each company, on the whole, he should not be interested in going public."

"Most of our companies are very profitable. They can't even spend all their own funds, and there is a lot of money in their bank accounts."

"It really doesn't make much sense to go public under such circumstances."

"Unless companies like Venus Technology and Nanshan Semiconductor have never been very profitable, or have a relatively long profit cycle, they can consider going public to raise money to burn money."

Zeng Jianying's current status has actually achieved financial freedom.

In addition, he intends to hand over the daily work of the company to the vice president, while he mainly does research and development work.

Therefore, his own enthusiasm for listing is average.

After all, based on the profitability of Nanshan Carbon Fiber, the annual dividend reward given to him by the company alone is already very generous.

Even if it goes public, he may not get more benefits.

On the contrary, many things need to be considered in the future, such as the changes in stock prices, which makes it difficult to do anything.

So when Xie Lingyun talked to him about listing, he expressed his views clearly.

Xie Lingyun's situation was similar to his, so he didn't feel particularly strange after hearing what he said.

On the contrary, he has found someone with whom he shares a common point of view, and he feels more confident when facing pressure within the company.

"The main thing to consider now is how to appease people's hearts and prevent the R\u0026D team from becoming so impetuous."

"As long as the R\u0026D team is stable, everything else will be easy to talk about."

Whether it is Nanshan Special Steel or Nanshan Carbon Fiber, there are a large number of R\u0026D talents.

The company's annual R\u0026D investment is very large.

The importance of these talents is obviously much higher than that of other employees.

Especially when special steel and carbon fiber materials are not worried about sales, the importance of research and development becomes even more prominent.

“Mr.

“Sometimes we even have to take action on employees’ benefits in order to make the reports look good.”

"I think it is necessary to spread this point of view among employees, so that everyone will be much less enthusiastic about going public."

"We can't always focus on the situation of a few major Internet companies. That is not representative."

Zeng Jianying thought for a while and felt that it would be better not to bring this matter to Cao Yang's side.

Everyone tried to comfort them and passed by quietly.

Otherwise, there may be some changes coming, and eventually changes will come and go, which may not necessarily bring any benefits.

Any reform of a company is often not based on improving the income and welfare of employees, but for the better development of the company.

This better development sometimes requires sacrificing something.

"Indeed, I will gather the main managers together when I get back, and we will discuss specific ways to deal with it."

"We can communicate again at that time. After all, the situations faced by the two companies are very similar."

Both Zeng Jianying and Xie Lingyun are quite satisfied with their current position.

Naturally, they have to consider the problem from Cao Yang's perspective.

With the successful listing of Guangwei Carbon Fiber, the stock price has been at the daily limit for several days, and Guangwei has also officially announced plans to build a new carbon fiber factory.

According to the announcement issued by Guangwei, the production capacity of this carbon fiber factory has directly reached an annual output of 50,000 tons, making it the largest single carbon fiber factory in the world.

When this factory is put into operation, Guangwei's production capacity will be the largest in the world, surpassing Nanshan Carbon Fiber, Japan Toray and American Hexcel.

After the news was announced, there was no big reaction from Nanshan Carbon Fiber. After all, Cao Yang had already told Zeng Jianying the relevant news.

But the response from Japan Toray was huge.

"President, the carbon fiber manufacturers in China are too radical. If this continues, the supply and demand pattern of the global carbon fiber market will be broken again."

"Our carbon fiber business is likely to face losses by then."

Taro Kondo is feeling sad now.

At that time, Toray's carbon fiber production capacity was the world's largest, its technology was also the world's largest, and its market size was the world's largest.

As the head of the sales department, he can achieve very good results without having to do anything special.

But since the emergence of Nanshan carbon fiber, the situation has begun to change.

Later, Nanshan Carbon Fiber supported Guangwei to develop together, disrupting the high-end, mid-range and low-end carbon fiber markets.

Now Nanshan Carbon Fiber, which owns T1200 carbon fiber, has firmly established itself as the world's number one in terms of technology.

In terms of production capacity, Nanshan Carbon Fiber and Guangwei are also firmly in the first and second positions, while Toray can only be ranked third.

Now that Guangwei has built a new factory, although the first and second positions have changed, it seems to have nothing to do with Toray, the third place.

But that's certainly not the case.

If the eldest brother and the second child join forces to monopolize the market, how will the third child survive?

This is more serious than the boss and the second child fighting and the third child disappearing.

Faced with this situation, Taro Kondo didn't have many good ideas.

But he couldn't pretend that he didn't know anything, so he had no choice but to bite the bullet and come to Saganu's office to find out more about it first.

"Wouldn't the carbon fiber factory we built in China be put into production this year?"

"By then our production costs shouldn't be much higher than Guangwei's, right?"

In order to deal with the threat from Chinese carbon fiber manufacturers, Toray has not made changes at all.

For carbon fiber products, Toray would never consider building a factory in China before.

But after Nanshan Carbon Fiber mastered the relevant technology, this situation changed.

Especially after Nanshan Carbon Fiber defeated Toray and lost most of the Chinese market and part of the international market, Toray's transformation became faster.

Building a factory in China to reduce the cost of carbon fiber to the same level as Chinese manufacturers is an important strategy Toray has taken.

However, Taro Kondo is not particularly optimistic about this result.

"Although we have achieved localization of carbon fiber in China, our equipment is transported from China, while the other party is produced by Nanshan Equipment. There is probably a difference in the value of the equipment."

"In addition, China's labor costs are also lower than ours."

"In the end, if we want to maintain a relatively high profit margin, the selling price will still be higher than the other party."

When Taro Kondo said this, Sagano immediately said: "The mid- to low-end carbon fiber market can no longer maintain high profit margins."

"As long as we don't lose money, in order to seize the market, we can consider taking some orders that we didn't take in the past."

"At the same time, we need to communicate well with Japanese and European and American companies to let them use our carbon fiber as much as possible in their factories in China."

"Or some overseas companies have assigned carbon fiber products to Huaxia factories for OEM production. We have to find a way to get them to specify the use of our carbon fiber raw materials."

"In this case, even if our price is slightly higher, as long as it is not too high, we can still expand some markets."

I have to say that Saganu's idea is still very reasonable and feasible.

As long as companies in China, Japan and other countries need to use carbon fiber raw materials, it is unrealistic for Nanshan Carbon Fiber and Guangwei to completely defeat Toray.

Their products are developed overseas, and Toray has already decided on the material selection with them during the development stage.

When the final drawings are given to China, they can only produce according to the drawings and purchase the corresponding raw materials.

This situation is very common in the automotive industry.

Some special steels can actually be produced domestically.

However, it is often still necessary to import from Japan and other places. The reason is that the corresponding parts are already marked on the drawings which steel manufacturer's special steel grade should be used.

At this time, unless there are very large profits, people will not be very enthusiastic about promoting localization.

After all, various tests have been completed, and now if we have to do it again, the final benefit will be very unclear.

The key is that the enthusiasm of all parties is not very high.

“We have actually been doing this work.”

"The trouble now is that while Guangwei is expanding its carbon fiber production capacity, it is also expanding its carbon fiber product production capacity."

“Some of our customers’ markets have also been taken away by Guangwei.”

"Even if we win more customers by then, the final carbon fiber sales may actually decline."

When Taro Kondo said this, Saga slave also became depressed.

Chinese companies are too difficult to deal with.

Especially for those Chinese companies that have mastered core technologies, it is very difficult to do so.

The days when Japanese companies could easily live a prosperous life in the market are gone forever.

This is true for the carbon fiber industry, the automotive industry, the home appliance industry, and even the semiconductor industry.

Giants like Toray are now no longer in glory.

"Behind that Guangwei, there is also the shadow of Nanshan Carbon Fiber, and it can also be regarded as a Nanshan-based company."

"Now the United States does not allow any company to cooperate with Nanshan Carbon Fiber. Is it possible for us to promote it so that neither the United States nor Japan will allow any company to cooperate with Guangwei?"

Without a better way, Saganu thought of some of the moves made by American Hearst in the past.

However, Taro Kondo's answer still made her a little disappointed.

"The suppression of enterprises in the Nanshan system has caused a relatively large backlash in China."

"For example, General Motors and Ford's sales in China have basically dropped to zero."

"Even because of this incident, car companies in the United States are uniting to suppress companies such as Toyota Motor and Hyundai Motor in order to make up for their losses in the Chinese market."

"The most important thing is that even if this policy is implemented, people will eventually have many ways to avoid it."

"For example, exporting carbon fiber to Southeast Asian markets such as Annan, and then selling it to customers in the United States ultimately did not have a suppressive effect. Instead, it caused the production costs of one's own companies to rise and their competitiveness to decline."

"Similar situations have happened before."

As the head of the sales department, Kondo Taro has rich sources of information.

He had heard several stories when communicating with other companies in Japan before.

For example, some bearings produced by Nanshan Auto Parts continue to be sold by exporting to Annan and then exporting to the United States and other places.

Another part of the equipment, after being produced by Nanshan equipment, is exported to Annan and other places for rebranding, and then exported to the United States.

There may be more and more such things in the future, and the intensity of the crackdown will become weaker and weaker.

"This won't work, that won't work either, so what are we going to do in the future?"

"Are we really going to see Nanshan Carbon Fiber and Guangwei monopolizing the carbon fiber market and eroding our market share step by step?"

Saganu stared at Taro Kondo very unhappily.

This situation makes people feel crazy.

"President, I think the company may still want to take a high-end route and adopt differentiated technical solutions as much as possible. It should not produce the same type of products as Nanshan Carbon Fiber and Guangwei, otherwise it will be difficult to achieve good results."

Kondo Taro was stunned and directly expressed his innermost thoughts.

Sooner or later, you will have to face an unfavorable situation, so it is better to find a way to change it as soon as possible.

Otherwise, his life as the head of the sales department would become increasingly difficult.

Saganu could only accept this.

…

"Mr. Zhao, I heard that your joint venture factory with Airbus in Jincheng has decided to produce wings for the A320."

"These wings are all made of carbon fiber composite materials, but whether they are transported from Europe or the United States, the final purchase cost of carbon fiber is definitely much higher than what we supply from Nanshan Carbon Fiber."

“Do you have any ideas for the joint venture factory to use Nanshan Carbon Fiber composite materials?”

During this period, due to the broadcast of the documentary "Materials of a Great Power" and the launch of Guangwei Carbon Fiber, the topic of carbon fiber has become more popular again.

The story of China being bullied by international carbon fiber giants was also widely circulated on the Internet.

Articles and stories related to the rise of Nanshan carbon fiber are spread everywhere.

After all, this process is a bit like a cool novel, which is very enjoyable to read.

In this case, everyone’s enthusiasm for forwarding relevant articles is very high.

Taking this opportunity, Cao Yang is naturally preparing to expand customers for Nanshan Carbon Fiber.

For high-end carbon fiber materials, the aerospace industry has the largest usage.

Aerospace Science and Technology has been using a large number of Nanshan carbon fiber composite materials, and the same is true for AVIC.

However, the two factories jointly owned by AVIC, Boeing and Airbus did not use even a pound of Nanshan carbon fiber material.

If these companies were all wholly owned by Airbus or Boeing, Cao Yang would definitely not be in the mood to give it a try and would simply give up.

But since the other party is a joint venture with AVIC, it also wants to expand the Chinese market.

Then this matter is worthy of a good deal.

Even if Boeing's joint venture factory can't handle it, Airbus still has hope.

After all, the situation in China and Europe is obviously different from that in the United States.

Especially in 2014, this difference became even more obvious.

So Cao Yang called Zhao Tianling directly to place an order.

"Mr. Cao, this is indeed the case. Parts such as wings are difficult to say and relatively simple to say. So Airbus is preparing to put all the wings for orders delivered to the Chinese market and some other markets on Produced at the joint venture factory in Jincheng.”

"But when it comes to material changes, I'm afraid it's not that simple."

Zhao Tianling is relatively clear about the grievances and grievances between Nanshan Group companies and Boeing and Airbus.

Because of this, he knew that this matter might not be easy to succeed.

Even if he knows that Nanshan carbon fiber materials have better performance and lower cost, he may not necessarily use them in the end.

Because whether to use Nanshan carbon fiber or not is not something that AVIC can decide at all.

Of course, although they can't decide this matter, they can stand up and promote it.

What Cao Yang wants is for AVIC to take the initiative to stand up.

"If Airbus doesn't use better carbon fiber, then we will have to publicize this comparative data in the media."

"Have they not always wanted to compete with Boeing?"

"I think this is a good opportunity. The carbon fiber material of Airbus aircraft has better performance and the final production cost is lower. Wouldn't it make it more competitive?"

Use both soft and hard tactics.

You can't ask for this kind of thing.

Make the other party feel threatened, but also feel the benefits.

Make this a win-win situation.

Otherwise, the results will definitely not come out so quickly.

"I'll say hello to the people at the joint venture factory and ask them to put this proposal on the table and have a good chat."

Zhao Tianling thought for a moment and thought it was better to push him a little harder, as there was no need to offend anyone.

After all, this matter is also good for AVIC.