512 Carrefour
The official time for the Internet Conference is only 3 days. When Zhou Yujie and Musk ended the conversation, it was basically the last moment. After the two left their business cards and emails, they said goodbye to each other.
In the outside world, many industries have been affected by the Internet Conference. The photovoltaic industry is naturally the photovoltaic industry. During this period, there were very few new photovoltaic power station projects in government projects, which caused photovoltaic companies to push their goals to the countryside, that is, to learn from Musk's strategy of another company in the United States, Sun City, and install solar energy on rural roofs.
But the country has basically begun to gradually cancel subsidies for installing photovoltaics, and the future of the photovoltaic industry can be said to be worrying. Now Zhou Yujie's words are basically announcing the whole country and even the world that he is optimistic about the future development of photovoltaics. Although this will not affect the terminal market, it will at least attract a large amount of hot money to pay attention to the photovoltaic industry. If there is continuous funds entering the market, then their photovoltaic manufacturing factories can last for a long time, and perhaps they can wait until the time of re-blooming in the future.
The solar energy industry is booming in the future. Zhou Yujie's temporary action is to invest in scientific research. When the layout of the physical industry is almost done, you can also put some fun. What you have to do now is to wait until the seeds germinate. At present, the fastest thing should be to start mass production of beam electric vehicles in 2019.
As for the charging piles under the beam, the starting capital of 1 billion yuan has been in place. The equity ratio of the joint venture established with BYD is 73 cents. The charging pile factory is also being built quickly, and the equipment required has also been placed orders with the equipment manufacturers. This kind of factory has much lower technical content than the automobile assembly plant. It is estimated that it will be completed in early 2018 and production will be started within the next month. The beam has also begun to negotiate with 30 cities in the Yangtze River Delta at the same time, intending to build more than 500 charging stations in these cities at one time.
Each site must accommodate almost 10 charging piles, each charging pile can charge two new energy vehicles at the same time. If the project is completed, a total of 5,000 charging piles can be installed in the 30 most developed cities in the Yangtze River Delta. This is enough to affect the willingness of nearby users to purchase electric vehicles in the past few years when new energy has just become popular.
The address you choose is generally close to the intersection of highways, because from the general demand side, new energy vehicles that often drive highways are most afraid of mileage concerns. If you are just driving to and from get off work, you usually have slow charging equipment at home. Some models can even charge by pulling an air conditioner socket over, and the future beam will also have this setting.
The price of charging piles is fixed with BYD's pricing. The main cost of charging stations is still land, grid connection costs and labor costs. The first two are still opposite to each other. If the choice is too biased, the grid connection costs will be very high. The offline team of the beam is also inspected in various places, intending to find the best location.
After the address is settled and the price, preferential policies and infrastructure support is negotiated with the government, BYD's OEM charging piles can be entered, and the time can be achieved similar cooperation.
The layout of the new energy industry is being implemented one by one according to the plan, and there have been some changes in the Internet field.
The morning after returning to Shanghai, Lin Youde and Zhong Guangwei came to Zhou Yujie's office.
"What's wrong?" Zhou Yujie asked curiously. It's usually a big deal for these two people to come together.
Lin Youde said: "Mr. Zhou should have known about Alibaba's acquisition of RT-Mart, and we are here because of this."
"I know, you also want to acquire a supermarket chain?" Zhou Yujie asked with a smile.
The rise of the domestic online shopping industry has had a significant impact on offline retail, but from the data, the business of domestic offline supermarkets is as good as that. This is fundamentally because of the rapid development of the domestic economy over the past decade and the rapid expansion of retail cakes. Even if online shopping desperately grabs the market, offline retail stores are still doing well.
Among them, the best business is RT-Mart from Taiwan. The company entered the market late, but the founder had excellent vision, avoided the fiercely competitive first- and second-tier cities, focused on third-tier cities, and was first-class in service and management. In the end, it became the king of domestic offline retail. Walmart could only accept the disadvantage in front of them.
Unfortunately, the founder Huang Mingrui was not defeated by the era of online shopping, but by capital. In order to develop rapidly, Huang Mingrui introduced French Auchan's funds and management technology and gave up a large amount of equity. This was the transaction that Alibaba bought, plus the shares acquired by Alibaba in the hands of others, and RT-Mart eventually entered the Alibaba system. Although Huang Mingrui has not left yet, the founder's ending has basically become a foregone conclusion when entering an Alibaba-based company.
Zhong Guangwei said: "We didn't have this idea before, but the people from Sequoia Capital came to us and they wanted to convince us to acquire Carrefour China."
"Carrefour?" Zhou Yujie repeated softly.
Carrefour is also a French supermarket chain. It can rank among the top five in the world and is not small in scale in China, but it is still not as good as RT-Mart and Wal-Mart, but it is also on the same order of magnitude. So he asked: "How is Carrefour's China's benefits?"
Zhong Guangwei said: "The specific financial detailed data still needs professional review. Judging from the annual reports of listed companies, Carrefour China's turnover last year was RMB 50.4 billion, with a total of 319 stores, but its profits have been lost for three consecutive years, with a loss of RMB 700 million last year."
Zhou Yujie asked: "What do you two think? I think we should acquire it?"
Zhong Guangwei said: "Mr. Zhou, from the perspective of the payment field, acquisitions are still beneficial to us. Now Tengxun and Alibaba have begun to compete for payment habits in large supermarkets in a comprehensive manner. We are already behind in this field. The consumption of large supermarkets is worth trillions of data across the country every year, which has a very big impact on payment habits. We can't give up this at all.
But the direct subsidies were eventually cheaper. From last year to now, Alibaba Tengxun has burned hundreds of billions of dollars, and now it is obviously too late to bear it. So Alibaba acquired RT-Mart, and Tengxun also began to intend to invest in Hualian and Yonghui, obviously in order to keep the subsidies in his own hands and also obtain the core data of the large supermarket.
Chapter completed!