Rebirth in a Perfect Era Chapter 1439: Choke upstream from upstream upstream

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On the plane, Li Mu planned the overall path of the electric vehicle project for Elon · Musk.

In the first step, Li Mu and he jointly invested in 50 million USD with a ratio of 7: 3 to establish a new energy vehicle company. Part of 50 million USD was used to acquire the R & D team he was following up. All won, the rest is used for the research and development funds of this team;

The next key public relations direction of this team is related technologies of lithium battery packs, followed by drive motor technology, and peripheral supporting technology again;

Second, Elon · Musk needs to set up a professional team responsible for automobile research and development. While working on the design of the framework, chassis, safety and aerodynamics of new energy vehicles, it also has an in-depth understanding of several domestic private automobile companies in China. Prepare for the next acquisition;

There are two options for acquisition, one is to directly acquire domestic automobile companies, and the other is to acquire the production lines of automobile companies. The former requires a relatively large amount of capital. If there is sufficient funds at that time, there will be no problem, if the funds are not so generous , I chose to purchase production lines. Many domestic auto companies are not doing well now. When the production capacity cannot be fully opened, it is not impossible to squeeze a few production lines and free up one production line to realize cash. For the new energy vehicle Li Mu For the project, there is a low-end production line, which is much better than everything from scratch;

Thirdly, Li Mu specifically requires that Elon · Musk must give up their blind pursuit of compulsion when operating new energy vehicle projects. Do n’t make new energy vehicles with a unit price of 100,000 USD at the cost of making them so expensive. In the first two or three years, in addition to selling to acting cool offenders in the internet industry, who else can they sell to?

Elon · Musk has no way to understand the idea that a car is a four-wheel plus a sofa. It is the same as the launch vehicle. He thinks that the car is the crystallization of Hyundai / modern ’s industrial achievements. To build a good car, there are There are too many places that need to work hard, so he said to Li Mu: "Chief Li, I hope our future new energy car is an excellent, outstanding or even epoch-making product, it may even be in 3.5 seconds. Accelerating from 0 to 60 miles, it has strong power, quiet driving, intelligent handling, and full of futuristic ...... "

Li Mu asked him: "Do you know which is the most profitable car company in the world?"

"I know." Elon · Musk said, "Toyota."

Li Mu nodded and asked him: "Why is Toyota the most profitable? In this year's corporate rankings, his operating income is lower than that of GM and Ford, but the net profit is dozens of times that of GM. Ford's net profit is even negative. , Volkswagen although is very profitable, but the profit margin and net profit are lower than Toyota, why do you think this is? "

Elon · Musk smiled slightly and said: "Chief Li, Toyota's entire group of operations is more flexible and smooth than other auto companies, and it is highly efficient. It also captures market demand very accurately. For consumers, the product fits highly. "

Li Mu asked him in reverse: "Do you think you are going to build an electric car with a level of 100,000 USD to capture the market demand accurately? Is it highly compatible with consumers?"

"This ..."

Elon · Musk is a bit congested, but he still does n’t want to adopt the Li Mu's statement. He understands the meaning of Li Mu's, which is nothing more than to lower the body and lower the threshold, and then sell the new energy vehicles with low threshold to the whole world. This may indeed allow new energy vehicles to have a larger audience, but it still lacks a shocking impact. If the products made are not good enough, it will lose a lot of motivation for him.

Li Mu also saw his mood and said lightly: "I do n’t object to the idea that you want to build a top-notch new energy sports car. You can let this team move towards this goal in the future. After all, there are higher specifications. The technology accumulation is always good, we can always be backward compatible, but, you can not trust the future of the company on a product that is not grounded enough, so in the choice of the main model, you must lower the positioning and put more Production capacity for mass production of cheaper commodities. "

Elon · Musk nodded and said, "Okay Chief Li, I understand what you mean."

Li Mu knows that he understands his meaning, but does not know whether he agrees with his point of view, but regardless of him, let him support the stall first, if in the future he insists on taking the old road that previous life Tesla has walked, then himself Will never allow it.

After that, Li Mu digressed and reminded him: "Since you have decided to do new energy, you have to catch a lot of things now, otherwise it will be easy for others to hold your throat in the future."

Elon · Musk subconsciously asked: "What do you mean?"

"Battery." Li Mu said: "I do n’t know how powerful the team you are talking about can develop the battery pack and battery management technology. I only know that the capacity of an 18650 battery is only two or three thousand mA, if You want to have a battery life of hundreds of kilometers, so I am afraid that you need at least a few thousand such batteries? "

Elon · Musk nodded and said: "Yes, Chief Li. Under normal circumstances, we need to ensure a battery life of 400 kilometers. At least 7,000 batteries are required."

Li Mu sighed: "If you sell a car, others will sell seven thousand batteries. If they earn you 1USD per battery, then if you sell a car, it will be equivalent to earning seven for battery manufacturers. Thousand USD, whether we can earn seven thousand USD by selling a car ourselves is still unknown. If most of the net profit will be intercepted by them in the future, then we will lose all the initiative. You must have this problem. Be prepared not to pinch your neck by the upstream raw material supplier instead. "

Elon · Musk said: "Many companies have 18650 battery technology, but there is a slight gap in product performance and quality control. This market cannot form a monopoly, so I think we will still have a lot of negotiations in the face of battery companies in the future. Advantage. "

Li Mu shook his head secretly.

Elon · Musk although is known as the real Silicon Valley Iron Man, but this brothers is really not rigorous enough, and its vision is although in the long term, but relatively, the loopholes and negligence are also scary.

The problem of capacity is not considered in advance, it is a big flaw in Tesla previous life, and the cost of batteries is too high in the cost of the whole vehicle, which is a big dead spot for Tesla. After many years, I want to expand the capacity and develop it myself It ’s too late and too late to build a battery and a super battery factory. At that time, new energy vehicles around the world have sprung up. Major auto companies have announced that they will stop producing fuel vehicles in the near future, and governments of all countries have expressed their views in the future. The sale of fuel vehicles in the country will be banned. At that time, trying to find ways to expand production capacity, research and development and production of batteries has greatly delayed myself, and wasted the advantage of starting earlier.

Li Mu lamented that Elon · Musk did not foresee that the battery will become a core pain point of the new energy project. It really disappointed Li Mu. When more than ten years later, when new energy vehicles are all over the world, do n’t say The price of batteries is rising, and even the prices of lithium and cobalt, the key raw materials of lithium batteries, will soar.

There are more than ten thousand tons of lithium for power, hundreds of thousands of tons of cobalt, especially cobalt. The proportion of lithium used in lithium batteries is not much lower than that of lithium, and cobalt is much scarcer than lithium. China is so large According to the data released by the West, China's cobalt reserves account for 1% of the world's total land area. When the new energy era comes, whoever masters cobalt will be the father of the entire new energy industry.

Thinking of this, Li Mu is thinking about it. The rapid development of lithium batteries will take at least a few years, and the related industries of cobalt and lithium should now be in a trough or a flat period as a whole. If we can spend a few years to deploy the global Cobalt mines, lithium mines, and supporting production and smelting, until the arrival of the new energy era, the market value of these industries will be at least ten times or even tens of times, which in itself is a profitable transaction with a high profit rate.

More importantly, with these core resources, Li Mu can squeeze the neck of the battery industry from the upstream of the upstream battery industry of electric vehicles. In the future, if these companies dare acting cool to immediately plunder their profits from the source, Forcing them to follow suit, they can even lay out the industry of lithium battery production, and penetrate the upstream and downstream of the battery industry.

Once you can penetrate the upstream and downstream, forming a closed loop that is not affected by the end. When the raw materials of lithium batteries skyrocket, you can not only ensure that your new energy vehicle costs have more flexibility, but you can also rely on yourself directly. The control of upstream resources to ruin the wool of other lithium battery manufacturers to maximize the market growth brought by the outbreak of the new energy industry. This layout can at least earn dozens of times of income, whether it is economic Both the perspective and the strategic perspective are well worth it.

So, after the plane landed and the arranged convoy sent the Li Mu and his party to the hotel in Harvard, Li Mu quickly called Li Ziwei to his room and said to her, "Ziwei, give you an important task, this You will do it seriously for a while. "

Li Ziwei busy said: "Chief Li please say."

Li Mu said: "Through the shell companies that do not have any direct contact with us through the periphery, please invite more well-known international business survey companies to help me investigate the current market situation of the lithium battery industry and the various key lithium battery behind it. For the mining, production and processing of raw materials, I will detail the proven reserves of each element in various countries in the world, the difficulty of mining, and the current mining situation, as well as the destination of these minerals after mining, such as Which countries, which companies carry out processing and refining, and which companies are sold to them. "

Li Ziwei quickly recorded with a pen, and nodded and said, "I have written down Chief Li, is there anything else?"

Li Mu thought for a while and said, "Lithium and cobalt mines should pay attention to. I want to know the market trends of these two kinds of ores in the world, and who are these two kinds of ore industries mainly concentrated in. Possibly won, if so, how much capital is needed! "