Rebirth 05 Be a car tycoon
Chapter 199 Contrarian Investing
Chapter 199 Contrarian Investing
"These Chinese people are really like lunatics! It's this time, and they are still building a new factory."
Mark watched the news on the Internet and couldn't help complaining there.
"Are you talking about the new factory of Nanshan Automobile in Nancheng?"
Jim answered a sentence beside him.
"Yes, Nanshan Motor's Mingzhou factory and Hanzhou factory have just announced the completion of the construction of the second production line.
As a result, that Xiao Hui simultaneously announced the official launch of the construction of the new factory in Nancheng.
Isn't this crazy? "
Although Mark has been in China for several years.
But he still can't understand many things here.
Just like Nanshan Motor's investment in a new factory this time has gone beyond his comprehension.
"The three major bases of Nanshan Automobile now have a production capacity of 60, which means that they will already have a production capacity of 180 million next year.
Even if it is calculated based on their current number of more than [-] units a month, the production capacity is sufficient.
Now it has once again announced the construction of a new factory with a capacity of 60, which is equivalent to building two production lines at the same time. This approach is indeed a bit radical. "
Jim casually calculated, and found that by next year or two, the normal production capacity of Nanshan Automobile would go to 240 million.
If we increase the capacity utilization rate and work more overtime, we can directly reach an output of more than 300 million yuan.
Even if it is a bit extreme, it can produce 400 million a year.
This production capacity has obviously exceeded the market demand.
"This is not a bit radical, it is completely random, creating panic."
Mark was very depressed when he thought of the unfavorable situation of Tongtong Automobile in Citigroup.
Originally, he had already submitted the plan for the construction of the new factory to the headquarters.
If there are no surprises, construction will already start in the second half of this year.
But because of the subprime mortgage crisis, all the cars are almost unable to survive.
2008 will definitely suffer huge losses.
In this case, all investment plans for any stronghold were stopped.
Regardless of whether you need investment or not, stop for me anyway.
Save some money to renew the life of the headquarters.
"I heard that the Huaxia government is planning to introduce some policies to send cars to the countryside, in order to boost car consumption.
It is estimated that Nanshan Automobile thinks that China's auto market will not be affected by the financial crisis, so it is so bold.
Of course, it is said that the funds for the construction of these new factories of Nanshan Automobile are all interest-free loans provided by the local banks in Nancheng.
It's not his own money, that's why Nanshan Automobile is so courageous. "
Jim's news is still relatively well-informed.
In fact, all the movements of Nanshan Automobile are of great concern to other automobile companies.
"This is unfair competition, how can it be like this."
"Mark, actually Nanshan Automobile gave me an inspiration. The headquarters did not approve us to invest in the construction of a new factory, but can we also ask the local government to provide us with interest-free loans like Nanshan Automobile?
With inflation, funds will definitely depreciate.
In this case, our interest-free loan is actually a benefit.
As for the new factory, we will have to build it sooner or later. At most, the capacity utilization rate at the beginning after the repair is not very high. "
Jim was very constructive with a new suggestion.
"This idea seems to be feasible. You should let the wind out first and see where there is interest and sincerity!"
……
"Mr. Tang, Nanshan Automobile has officially notified us that we need to simultaneously expand the production capacity of the factory. By the end of next year, we must have an annual production capacity of more than 200 million units."
Zhenhua Electronics, Zhou Benqiang is reporting to Tang Guizhong about the company.
Nanshan Automobile is going to build a new factory, which is not Nanshan Automobile's own business.
It is related to all aspects of the upstream and downstream of the entire industrial chain.
If any factory does not follow up and expand production in time, then there will be problems at that time.
In particular, core suppliers such as Zhenhua Electronics and Mercury Safety Systems must be consistent with Nanshan Automobile.
"During this period of time, I watched the international news, and the situation outside seemed to be very pessimistic.
The domestic stock market has also fallen in a mess, even if there are rescue measures, it is of no use.
It is worrying to continue to expand the scale of production under such circumstances.”
Tang Guizhong definitely didn't dare not listen to Nanshan Automobile.
Not to mention that Nanshan Automobile itself is one of the major shareholders of the company, Zhenhua Electronics alone has [-]% of its business coming from Nanshan Automobile, which means that they must listen to Nanshan Automobile.
"It is true, but I think Mr. Xiao may have his own views on this aspect.
Otherwise, the recruitment plan for [-] people will not be launched, and they will go against the trend.
Especially now that the second production line in Hanzhou and Mingzhou has just been completed, and the construction of the new factory in Nancheng has been started in a hurry.
This is entirely to think that the auto market this year and next year will continue to increase.
Even the auto market this year will continue to increase. "
Zhou Benqiang felt that he was already very optimistic about China's auto market before.
But compared with Xiao Hui, he is still nothing.
……
"Lai Liang, there is Nanshan Auto in China's auto market, so your content team doesn't have to worry about not having hot news to write about."
In the car house, Lu Jiansheng sat comfortably on the table next to Lai Liang with a cup of coffee.
During this period of time, Autohome's advertising revenue was very good.
Lu Jiansheng, the person in charge of the advertising department, naturally lived a comfortable life.
Even the rewards he secretly received from various OEMs have exceeded six figures.
"Nanshan Automobile is indeed always able to make some big moves unexpectedly.
Normally, all walks of life are tightening during this period, and other auto OEMs have also suspended or postponed their factory construction plans.
However, Nanshan Automobile is going against the trend, and it is courageous enough. "
Lai Liang also felt that he could no longer understand Nanshan Automobile's behavior.
The entire Chinese auto market, or even the entire global auto market, does not have such a pace of development.
"If this Nanshan Automobile makes a wrong bet, it is estimated that its position as the number one in the market will be lost, and the rise of Huaxia's own brand may be short-lived.
In fact, I think they can do it steadily. After two years, we will see the situation before considering whether to build a new factory. "
"We all think so, so we are not bosses, maybe Xiao Hui has other judgments.
Otherwise, he doesn't look like a person with a clear mind. "
"Maybe that's the case! But anyway, with Nanshan Auto's troubles, the auto industry won't be a stagnant pool!"
(End of this chapter)
"These Chinese people are really like lunatics! It's this time, and they are still building a new factory."
Mark watched the news on the Internet and couldn't help complaining there.
"Are you talking about the new factory of Nanshan Automobile in Nancheng?"
Jim answered a sentence beside him.
"Yes, Nanshan Motor's Mingzhou factory and Hanzhou factory have just announced the completion of the construction of the second production line.
As a result, that Xiao Hui simultaneously announced the official launch of the construction of the new factory in Nancheng.
Isn't this crazy? "
Although Mark has been in China for several years.
But he still can't understand many things here.
Just like Nanshan Motor's investment in a new factory this time has gone beyond his comprehension.
"The three major bases of Nanshan Automobile now have a production capacity of 60, which means that they will already have a production capacity of 180 million next year.
Even if it is calculated based on their current number of more than [-] units a month, the production capacity is sufficient.
Now it has once again announced the construction of a new factory with a capacity of 60, which is equivalent to building two production lines at the same time. This approach is indeed a bit radical. "
Jim casually calculated, and found that by next year or two, the normal production capacity of Nanshan Automobile would go to 240 million.
If we increase the capacity utilization rate and work more overtime, we can directly reach an output of more than 300 million yuan.
Even if it is a bit extreme, it can produce 400 million a year.
This production capacity has obviously exceeded the market demand.
"This is not a bit radical, it is completely random, creating panic."
Mark was very depressed when he thought of the unfavorable situation of Tongtong Automobile in Citigroup.
Originally, he had already submitted the plan for the construction of the new factory to the headquarters.
If there are no surprises, construction will already start in the second half of this year.
But because of the subprime mortgage crisis, all the cars are almost unable to survive.
2008 will definitely suffer huge losses.
In this case, all investment plans for any stronghold were stopped.
Regardless of whether you need investment or not, stop for me anyway.
Save some money to renew the life of the headquarters.
"I heard that the Huaxia government is planning to introduce some policies to send cars to the countryside, in order to boost car consumption.
It is estimated that Nanshan Automobile thinks that China's auto market will not be affected by the financial crisis, so it is so bold.
Of course, it is said that the funds for the construction of these new factories of Nanshan Automobile are all interest-free loans provided by the local banks in Nancheng.
It's not his own money, that's why Nanshan Automobile is so courageous. "
Jim's news is still relatively well-informed.
In fact, all the movements of Nanshan Automobile are of great concern to other automobile companies.
"This is unfair competition, how can it be like this."
"Mark, actually Nanshan Automobile gave me an inspiration. The headquarters did not approve us to invest in the construction of a new factory, but can we also ask the local government to provide us with interest-free loans like Nanshan Automobile?
With inflation, funds will definitely depreciate.
In this case, our interest-free loan is actually a benefit.
As for the new factory, we will have to build it sooner or later. At most, the capacity utilization rate at the beginning after the repair is not very high. "
Jim was very constructive with a new suggestion.
"This idea seems to be feasible. You should let the wind out first and see where there is interest and sincerity!"
……
"Mr. Tang, Nanshan Automobile has officially notified us that we need to simultaneously expand the production capacity of the factory. By the end of next year, we must have an annual production capacity of more than 200 million units."
Zhenhua Electronics, Zhou Benqiang is reporting to Tang Guizhong about the company.
Nanshan Automobile is going to build a new factory, which is not Nanshan Automobile's own business.
It is related to all aspects of the upstream and downstream of the entire industrial chain.
If any factory does not follow up and expand production in time, then there will be problems at that time.
In particular, core suppliers such as Zhenhua Electronics and Mercury Safety Systems must be consistent with Nanshan Automobile.
"During this period of time, I watched the international news, and the situation outside seemed to be very pessimistic.
The domestic stock market has also fallen in a mess, even if there are rescue measures, it is of no use.
It is worrying to continue to expand the scale of production under such circumstances.”
Tang Guizhong definitely didn't dare not listen to Nanshan Automobile.
Not to mention that Nanshan Automobile itself is one of the major shareholders of the company, Zhenhua Electronics alone has [-]% of its business coming from Nanshan Automobile, which means that they must listen to Nanshan Automobile.
"It is true, but I think Mr. Xiao may have his own views on this aspect.
Otherwise, the recruitment plan for [-] people will not be launched, and they will go against the trend.
Especially now that the second production line in Hanzhou and Mingzhou has just been completed, and the construction of the new factory in Nancheng has been started in a hurry.
This is entirely to think that the auto market this year and next year will continue to increase.
Even the auto market this year will continue to increase. "
Zhou Benqiang felt that he was already very optimistic about China's auto market before.
But compared with Xiao Hui, he is still nothing.
……
"Lai Liang, there is Nanshan Auto in China's auto market, so your content team doesn't have to worry about not having hot news to write about."
In the car house, Lu Jiansheng sat comfortably on the table next to Lai Liang with a cup of coffee.
During this period of time, Autohome's advertising revenue was very good.
Lu Jiansheng, the person in charge of the advertising department, naturally lived a comfortable life.
Even the rewards he secretly received from various OEMs have exceeded six figures.
"Nanshan Automobile is indeed always able to make some big moves unexpectedly.
Normally, all walks of life are tightening during this period, and other auto OEMs have also suspended or postponed their factory construction plans.
However, Nanshan Automobile is going against the trend, and it is courageous enough. "
Lai Liang also felt that he could no longer understand Nanshan Automobile's behavior.
The entire Chinese auto market, or even the entire global auto market, does not have such a pace of development.
"If this Nanshan Automobile makes a wrong bet, it is estimated that its position as the number one in the market will be lost, and the rise of Huaxia's own brand may be short-lived.
In fact, I think they can do it steadily. After two years, we will see the situation before considering whether to build a new factory. "
"We all think so, so we are not bosses, maybe Xiao Hui has other judgments.
Otherwise, he doesn't look like a person with a clear mind. "
"Maybe that's the case! But anyway, with Nanshan Auto's troubles, the auto industry won't be a stagnant pool!"
(End of this chapter)
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