return to bolang life

Chapter 356 Broken, we still have a new custom machine

The shabu-shabu was bubbling and steaming.

A few pairs of chopsticks scooped it up lightly, and a few slices of fat and thin mutton popped up with soup.

After dipping in some sauce, Wen Liang put the meat into his mouth.

"In winter, it's not bad to have a meal once in a while." Shen Nanpeng said with a smile.

Wen Liang was too lazy to say anything.

When eating and drinking were almost done, Zhang Sanshi mentioned without end: "Is it almost over?"

Wen Liang answered ambiguously: "I guess it's just the beginning."

Then he directly blamed the two of them without being tactful at all: "With you two financial bosses around, things will always get complicated."

"The last time I came to the capital was to attend the new Weibo reorganization press conference, and take a look at Bolang's big social ecology. Before I left, I withered and came out to engage in Bolang... Now it is the same, dare to bully me, Fighting back to engage in the declining mobile phone business, it turned out to be a mess again."

Zhang Sanshi and Shen Nanpeng have long been accustomed to Wen Liang's throwing the pot.

Shen Nanpeng continued in a casual tone: "I don't think it's a big problem. Anyway, the current situation of the two of you is bound to entangle to the end. Moreover, with Mr. Wen's wrist, you can handle it easily, and the market value has evaporated dozens of times in the past few days. Billion Hong Kong paper."

Zhang Sanshi put down his chopsticks and looked at Wen Liang: "We have no other intention to invite you to dinner, let's make peace. Although the conflict between your two families has become more acute, I still hope that you will not continue to expand it."

Wen Liang was not surprised: "Boss Liu also has someone going there."

Seeing Zhang Sanshi acquiescing, Wen Liang went on to say: "The goal of Bolang Terminal has not changed. It will kick Shuai out of the mobile phone industry. I am not interested in expanding the rest. As for the evaporation of Shun's market value, it is a collateral loss and there is no way to avoid it. "

Zhang Sanshi asked a key point: "Can you cut through the mess quickly?"

"It won't take long, and it will be over within half a month." Wen Liang replied, adding, "The total market value of the decline is less than ten billion U.S. dollars, and there are only so many fluctuations back and forth. Not interested."

Zhang Sanshi: "..."

Shen Nanpeng: "..."

Can we still talk today?

With tens of billions of dollars in the market, Hong Kong stocks without a daily limit...

But if you think about it carefully, the fluctuations are indeed not too big, and there are not too many declining stocks in circulation. Oceanwide, declining holdings, Yang's personal holdings, employee stock ownership associations, and business partners account for a large part. Not many.

Even if the market is smashed, there will not be so many stocks to leverage for a while.

Boss Liu did not hold any shares of Shing Luo on the surface. Boss Liu mainly affected more than 42.5% of the shares of Shing Luo Holdings. The Chinese Academy of Sciences accounted for only 36% of the shares of Shing Luo Holdings. It was just a single major shareholder. , the effect of layer upon layer dilution on wilting is not much.

On the contrary, Director Yang suddenly took out 31.5 billion Hong Kong papers to buy 8% of the shares in the year before last. At that time, he accounted for a total of 9.51% of the shares in the decline.

In addition to the stock market, how to say other aspects, things are developing dynamically.

On the morning of the 17th today, the three major operators jointly arranged for the corresponding contract version of Xinghai 1 to be put on the shelves in the business hall, and they were all sold out.

At the same time, ZTE C1, which was also put on the shelves, was sold out in several business halls by the way.

It is unreasonable to know that this is a low-end smartphone, and it is still a contract model, which is more expensive than the normal purchase of other mobile phone stores.

It really wasn't arranged.

It's consumer initiative.

Therefore, now everyone thinks that Bolang may not only want to disappear the withered mobile phone business, but also want to smash the plate of customized phones.

This is also the reason for frequent and large fluctuations in declining stocks. The influence of public opinion news from listed companies is still easy to be magnified.

Wen Liang has no intention of reducing the customized machine market through the influence of public opinion, he has always shown it openly.

There is no intention of making any articles.

However, some people have already noticed that they want to use the wind direction to make a fuss, making it seem like Bo Lang is forced to do this, and it is very annoying.

The makeup of these people is complex.

Some are slightly tampering because the shrinking market value fluctuations have affected their interests.

Some are because they want to reap the benefits.

The domestic mobile phone market is not small, and there are many players.

Some are apples.

Apple's hatred for Bolang Terminal is not small. There is a feeling of "playing eagles for a lifetime, let a sparrow peck at the eye of the egg", and Bolang Terminal is now playing hunger marketing in overseas markets openly, which has greatly affected Apple's stock price .

As a result, the capital pressure faced by Apple's management is very high.

Even if it's just pretending, you have to hate it.

What's more, Apple really wants to kill the Bolang terminal company directly through various methods, not Xinghai 1, and its actions in Yangcheng have never stopped.

So things get weirdly complicated and a headache.

Wen Liang didn't have many surprises. The world made up of people is like this, and there will always be some "bizarre" twists and turns.

…………

In short, the current situation is full of strong winds, and there are indeed many emotions in the market and in the industry.

At this moment, there are also some discussions in the group chat of mobile phone manufacturers formed by the Mobile China Alliance.

This group chat was newly established not long ago, and it includes representatives of almost all mobile phone manufacturers active in the Chinese market, including representatives of Bolang Terminal, as well as representatives of the Chinese branches of companies such as Apple and Samsung.

Although there are almost no CEOs of various companies, they are all candidates for key positions.

For example, the Bolang terminal is represented by Li Ze's assistant.

What's interesting is that both Lei Jun and Yu Dadong are in it, maybe they like water groups?
A Coolpad: "The situation is not right."

A Tianyu: "What's wrong, it's going to rain, my mother is going to get married, what can we do, just watch a show."

"It's understandable that Xinghai 1 launched a contract version, but ZTE's C1 and V1 also have a contract version. I don't understand."

"@中兴CD has news to share."

"@雷军雷Boss, you are well-informed, tell everyone what's going on?"

"@余大东......"

"Yup……"

Lei Jun really made a fuss: "I don't have any news here, but I have a simple opinion. The reshuffle of the mobile phone industry at home and abroad is about to enter a deep water period. Motorola shut down its mobile phone business the year before last, and Nokia's market share dropped sharply last year. With the strong emergence of wave terminals, the situation will only become more and more wrong. I think there will be no more than five manufacturers among us who will survive in the future. As for the customized machine market, Mr. Yu has been very determined to cut the business line last year."

Yu Dadong: "Basically agree with Mr. Lei's statement that the battle between Bolang terminals and the declining mobile phone business may last for a long time, or it may end soon, but no matter what, the pattern of the domestic mobile phone industry will undergo major changes sooner or later. , I would like to advise everyone that there is not much money to be made in the white card machine market."

Alliance Secretary: "Thanks to @雷军Thanks to @余大东The two bosses have confessed frankly that since the appearance of the unreasonable smartphone Xinghai 1, the pattern of the domestic market has already begun to change. It just depends on whether everyone is willing to face it squarely. .”

"@Acoolpad, your family is miserable."

"Hahahaha, it's not bad to be able to gloat at this moment."

"What can I do? I don't have the technical strength of the Bolang terminal, and I don't have the brand power. I can earn a little bit."

"Bolang is really unreasonable and strong. It quickly became the big brother in the field of social Internet, which directly changed the industry structure and formed a situation of one superpower and many strong ones. Since then, in less than 4 months, a situation of one super and many strong has formed, does his family have some kind of magic?"

"Do you think there is a possibility that Bo Lang dares to spend money and is willing to spend money?"

"..."

The group chat formed by the Mobile China Alliance has many members, and the emotions are naturally diverse.

Everyone knows that the industry structure has changed and will usher in major changes.

Specific to the details, each has a different worry.

Because Xinghai 1 is so unreasonable, so that Bolang Terminal has become an undoubted industry giant, and any movement will affect many manufacturers that are only "other" shares.

No way, since the era of smartphones, domestic mobile phone brands have not even shipped more than [-] million units per model in a single month, and there is not even a model with more than [-] million units in the sales cycle.

Includes custom machine!
A single style of customized machine is generally changed after 300 million units.

As of the 15th of the day before yesterday, Xinghai 1's monthly online sales in the domestic market reached 1550 million.

As of today, it has reached 1650 million online sales.

There are still 35 offline sales.

According to incomplete statistics, 139 million units have been sold in overseas markets.

What a horrible and exaggerated sales data.

Therefore, many mobile phone manufacturers are powerless, and more than half of them follow the Xiaosorghum model. They feel that it is difficult to escape the reshuffle.

The manufacturer with the least worries is Tianyu. They fell behind last year, and now they have completely lost their desire to develop in China, and their goal is to look at the African market.

…………

wilt
Of course, Director Yang would not personally get involved in any mobile phone China Alliance group chat.

After listening to the secretary's report, Director Yang was very calm, and his mood was a bit Schrödinger, between burnout and excitement.

Because he finally figured out the real goal of Bolang Terminal in the past few days, which is to destroy the operator's customized machine business.

He came to the conclusion after thinking over and over, measuring back and forth, and carefully pondering.

I don't know how long it was earlier than the conjecture mentioned by the secretary in the mobile phone China Alliance group chat just now!

Therefore, he was very excited.

He felt that he was much sharper than these industry leaders.

He is also a human being, and he still has this emotion.

As for the woes, the secretary just mentioned an important point. In addition to the 200 million low-end mobile phones that were returned from the open market, Weihua also planned several new white-label customized phones last year...

If Bolang really has a monstrous background and can destroy the customized machine market, it would be great!
So, he finally weighed in and called Boss Liu: "Boss, Bolang is probably trying to get the state-owned assets to put pressure on the three major operators through the public relations route to get rid of the white-label phone market. We have a chance to seize it." His tail!"

…………

…………

Friday the 18th.

Wen Liang visited China Mobile again at the invitation of Xi Dong of China Mobile.

This time it's slightly different.

After a brief exchange of pleasantries, the two sides sat on opposite sides of the conference room and talked straight to the point.

Xi Dong first said a few words on the scene, and then said bluntly: "Mr. Wen, we hope to expand the cooperation scope of Xinghai 1 mobile version."

"I'm so happy." Wen Liang responded directly.

Then Li Chu from the mobile side briefly talked about the benefits of TD, and then mentioned the demand: "...we hope to supply 2 million new units before February 4th in this expansion of cooperation."

Wen Liang showed a look of surprise in a timely manner, with a puzzled look: "This amount is a bit large, and time is also very tight."

Li Chu quickly complimented: "We believe in Bolang, and believe that Mr. Wen will definitely find a solution. We will make an additional 20% of the profit from this cooperation."

Wen Liang didn't shirk: "Okay, let's find a way to solve it."

Then Wen Liang and Xi Dong signed a memorandum of cooperation.

The profit mentioned by Mr. Li refers to the new profit margins of the contract machine, because it includes packages and consumption requirements, which are usually more expensive than the original price, and there are more profit margins.

But in fact, there is not much money, and the extra 20% of the profit is only 30% of the profit, and 500 million units may be at most hundreds of millions.

而现在星海1销量快要破2000万台了，毛利已经上升到了售价的30%左右，1月份的营收毛利都高达115亿多了。

This does not include the dollar earned in the overseas market, which is very expensive. The average price of a single mobile phone is about 5400 yuan converted into RMB, and 139 million units have a huge revenue of 75 billion yuan. However, the gross profit has not been calculated for the time being. The international market is a bit more complicated.

Don't ask why the gross profit is so high.

Q is the self-owned supply chain, Q is the open secret of the spare parts supply chain industry, Q is the cheaper it gets in the future.

In the popular hunger marketing of the famous cost-effective meter, in addition to the size problem in the foundry, the sound is weak and the capital is not enough, there is another important point, which is that time granularity can be exchanged for profit.

The Mi series barely made any money at the beginning, but after several rounds of hunger marketing, the final net profit could reach at most 13% of the selling price.

In short...the business of making mobile phones still has a little bit of money to make.

The reason why Wen Liang fully agreed to the exaggerated demand orders put forward by Mobile was because he had already made some preparations.

As of the early morning of the 17th, the total number of Xinghai mobile phones actually produced was 2144 million units, and the total backlog in the domestic and foreign markets was as high as 320 million units.

Of course, if it weren't for the hot sales, Bolang Terminal really wouldn't be so rich and powerful enough to hold down 70 billion worth of inventory.

It's not stressful.

It's very simple, even if the payable value-added tax is temporarily allocated first, it can be offset. After all, the value-added tax of the sales of goods is paid on a monthly basis, not on a daily basis, and the income of Bolang terminal is immediacy.

Of the 17 million units in stock in the early morning of the 320th, the remaining inventory allocated to overseas markets is 80 units, and the stock of the current version is only 60 units.

There are 180 million TD-SCDMA versions of Xinghai 1!

This is a benign appetite.

It’s just that he underestimated China Mobile’s determination to fill in the dreadful 3G, and actually wanted to ship 1 million units of the mobile version years ago, during the last golden sales cycle when Xinghai 500 was still at its peak! -
(End of this chapter)