In the four years of innovation at the re -inventory: Nirvana rebelled, friends who are time to be

Author:Corporate research room Time:2022.09.27

At present, in the context of the "double carbon" strategy becoming a global consensus, the global new energy industry has continued to develop rapidly. The competition of the new energy track has been fierce and cruel, and a large amount of capital and manufacturers are embraced, but most of them retreat like tide. After more than ten years of big waves, the remaining heads are "real gold" with their own unique advantages. Among them, the development of China Innovation Airlines can be described as ups and downs, and it is worthy of attention. According to public information, China Innovation Airlines will be listed on the Hong Kong Stock Exchange on October 6.

In the past four years, China Innovation Airlines has had a glorious moment and has also been trapped in trouble.

In order to clarify the deep reasons of the Nirvana butterfly changing butterfly of China, the author makes a detailed re -inventory through the internal and external channels and information, and the foundation of the innovation aircraft can be gorgeous to a certain extent. It has a certain reference significance for friends who are interested in investing in innovation.

1. The key figure of Nirvana's rebirth "Liu Jingyu"

The counterattack of China Innovation Air began in July 2018, which is the time for his new female head Liu Jingyu.

Under the leadership of Liu Jingyu, China Innovation Airlines completed a gorgeous counterattack four years later. Below, the author briefly analyzed from four aspects.

The first is to subvert the industry structure and reshape the overall pattern of the industry ecology. Liu Jingyu proposed the mission of "transcending business and benefiting human beings" when he upgraded the corporate cultural concept system in 2021. She proposed that she must have a pattern of transcendence and strong business. And Liu Jingyu and China Innovation Airlines have been practically practicing the mission, and in awe -inspiring heart -in -law to cooperate with their partners to develop together to promote the "inner volume" and "monopoly" pattern of subverting the industry; , To reshape the "symbiotic win -win" industry new ecology, which is also the author's most essential and most important difference between China Innovation Airlines and other leading companies in the industry.

In recent years, Liu Jingyu has spared no effort to spare no effort on governments at all levels and industry meetings. encourage each other. At the Senior Lithium Electricity Industry Summit in 2021, Liu Jingyu once spoke "the industry market is huge now, and there is no real competition between enterprises. Leading, China Innovation has no blame and confidence to be a good chain owner. " She advocates the cultural concept of "altruism" inside and outside the enterprise, actively advocates the big pattern of "accomplishing others and then achieving self, first achieved customers, and then self -achieved self, to do health and then self", and jointly promote the health of the industry to promote the health of the industry develop. There is no doubt that Liu Jingyu's efforts have initially achieved results, and the industry ecology and pattern have changed in a subtle way.

Followed by super "heart power". A person's energy is limited, but "heart power" can be infinite. Liu Jingyu is an entrepreneur with a strong "mental strength" -clear goal, clear direction, high entrepreneurial passion and work enthusiasm, which can be seen from her work resume and daily life. A cup of instant noodles in the waiting hall, a burger on the high -speed rail, is a true portrayal of Liu Jingyu's real life. From 2018 to 2019, which led China Innovation Airlines, she and her team discussed daily work to discuss the daily work of two or three in the morning. Now she is also working at a high-speed work state every day without stopping. "Work is life, life is work, and I enjoy it very much." This is a sentence she said at the Global Partner Conference of Innovation Airlines in 2020. She really treats the new energy industry as her whole. When work and life are inseparable, this may also be the most authentic reflection of the spirit of "transcendence in business" to the individual.

The third is excellent "cognitive power". Liu Jingyu has its unique understanding and insight into the market, reflecting his outstanding "cognitive power". The focusing passenger car implemented in 2018, restarted commercial vehicles in 2019, and re -enable passenger cars, energy storage, etc. in 2020. It seems that every step is an unknown prophet, and the rhythm is perfect, but the behind is actually all behind them. Based on the full market and customer survey, we can fully understand the accurate judgment after the market. The unique strategic vision determines the correct direction of the company; the keen insight into the market determines the correct goal of the company; a deep understanding of technology determines the correct company's route; the overall control of production determines the company's layout correctly. Behind Liu Jingyu's wins is strong cognitive power and strong risk prediction ability.

The fourth is the super -strong corporate operation and management capabilities. Liu Jingyu, as one of the few female entrepreneurs who registered accountants, registered appraisers, and registered taxists, have no doubt in terms of capital operation and finance. For more than 20 years of professional financial and management experience in large manufacturing, it has also shaped its overall business -oriented thinking, systematic thinking and risk prediction capabilities, and has achieved its super -strong corporate operation management capabilities. This has led it to group listed companies such as Tianma Micro Electronics for 10 months to turn a profit, as well as the rapid rise of China Innovation Airlines and provided a powerful endorsement in the recent successful listing.

Therefore, a person who leads the company's nirvana in one hand, a person who has played personal value and contributions to the extreme in a large development industry. A person with a superb ability, the author believes that he will continue to lead China Innovation Airlines to achieve greater achievements. Realize greater breakthroughs. 2. The underlying logic of China Innovation Airlines counterattack

First of all, the author believes that the diversification and high marketization change is the underlying driving force for China Innovation Airlines. At present, China Innovation Airlines has become a joint -stock enterprise with a diversified equity, high marketization, management of management independently, and enjoying equity incentives. Through the business decision -making and production capacity layout of China Innovation Airlines in recent years, it can be seen that the company's management can quickly decide and land quickly according to market demand and change, and it is well matched to market demand. It is believed that after the listing is listed, the vitality of China Innovation Airlines will be further stimulated, and the subsequent market performance is more worth looking forward to.

Secondly, the deep technical accumulation is the foundation of the success of China Innovation Air. China Innovation Airlines is one of the earliest companies involved in the power battery industry. It has more than 13 years of battery research and development accumulation, forming a deep technical accumulation. According to Liu Jingyu's speech at the World New Energy Vehicle Conference in 2022, "In 2014, China Innovation Airlines took the lead in achieving long -lived, high -safe manganese -iron -lithium composite battery production delivery; in 2016, through the three yuan high height Manganeseization, further realizing high -voltage and high safety triple core technology breakthroughs; in 2018, launched the world's leading high -safety and high voltage technology and products, leading the direction of the three yuan technology development, and made positive contributions to the development of the industry; in 2019, the world launched the world globally in the world. The first full -pole ototal technology and products, leading the development direction of lithium battery manufacturing technology; in 2020, the world's first high -energy density battery system does not afford fire technology and products, redefining lithium battery safety standards; in 2021, global original OS battery technology and products are launched , Leading the TWH era battery technology. "China Innovation Airlines' technical strength and the transformed hard core product power are also confirmed by more and more markets and customers.

Furthermore, high -quality production capacity supported by innovation and product power is the confidence of China Innovation Airlines. Gu Guohong, the founder of "Tram Business Research", recently published an article that high -quality production capacity supported by innovation and product power is the confidence of China Innovation Airlines.

Power battery is a very complicated multidisciplinary cross -industry. It must have strong technological innovation capabilities to support large -scale high -quality production capacity. Liu Jingyu's speech at the World New Energy Vehicle Conference in 2022 also mentioned that China Innovation Airlines pursued the ultimate balance of energy and resources at the level of material innovation; at the level of system innovation, pursuing the ultimate balance of energy and safety; at the level of manufacturing innovation, at the level of manufacturing, Pursuing the high integration of design and manufacturing, the above technological innovation has created the leading product power of China Innovation Airlines. Competitive products are the prerequisite for building high -quality production capacity.

China Innovation Airlines has set up industrial bases such as Changzhou, Xiamen, Chengdu, Wuhan, Hefei, Jiangmen, Meishan and other industrial bases. Layout, European industrial bases are under construction.

Recently, the author has also been concerned that the official media of China Innovation Airlines has been pushed intensively. The newly constructed Jiangsu Third Phase I, Xiamen Phase II, Chengdu Phase I, and the first phase of Wuhan Hefei have been completed and put into operation. Among them, the products of each base live alone, including power battery products with supporting Xiaopeng G9 and Smart Elf No. 1, and special products for supporting energy storage projects, as well as global original OS products. And these high -quality production capacity have also become excellent assets, which are high -quality targets in the hearts of various capitals. It is evident that China Innovation Aviation's prospectus obtains cornerstone investors. It is reported that China Innovation Airlines introduced 15 cornerstone investors this time, subscribing to a total of about US $ 7355.2 billion in offering shares, of which Tianqi Lithium subscribed for US $ 100 million, Shengtun Mining subscribed for $ 80 million, and 50 million US dollars in subscribed by large clan laser, etc. Wait. Through the in -depth binding with the upstream and downstream industrial chain partners, it provides strong support for the security, stability and collaboration of the supply chain, while accelerating market expansion.

3. Do "friends who have time" with ecological partners

The vision of China Innovation Airlines is "co -creation and win -win and achieve great achievement." At first glance, it may feel that it is relatively large and nowhere to be fake, but carefully studying its development process in recent years, you can see that this is not a empty slogan. Perhaps this topic can also answer many media questions about "China Innovation Airlines rely on low prices to get customers."

At the Hong Kong -listed global release conference held on September 22, some media reporters asked "as a leading company as a power battery track, what is the main competitive strategy of China Innovation Airlines? Is there a question of low -cost competition? What is the profitability? "In this regard, Liu Jingyu made a detailed answer.

First of all, the cost is not the first element of the car manufacturer to choose the supplier. As the core part of the new energy vehicle, the power battery first considers whether the product can meet the demand when choosing the supplier, including the performance, safety and quality of the product, and the guarantee of the consistency of the product under large -scale delivery conditions. Wait. In other words, it is impossible for car manufacturers to choose suppliers with cost as the first consideration.

Second, China Innovation Airlines, as the first supporting facilities for cooperative customers, is undoubted. The life cycle of new energy vehicles is very long. After selecting a product solution, a model must also consider the continuous upgrade and iteration of future products. From GAC, Changan, Xiaopeng, Leading, etc., it can be said that it is a one to become one, and from the supplier system of entering the car factory, it has quickly become a "one supply" from "two confession" to "one confession". The new car's first supporting facilities, which is also a powerful manifestation of the strength of China Innovation Airlines. For example, China Innovation Airlines has always been the preferred supplier of Xiaopeng's B -level star -selling model P7 and high cost -effective smart home sedan P5. It also provides a stable support for the G3I models. %; The contribution rate of the installed capacity of the GAC Ean brand model once exceeded 75%. Third, cost -effective products can promote the sustainable development of the industry. Liu Jingyu said that the concept of China Innovation Airlines must create valuable products, and cost -effective products are valuable. Only with strong technical capabilities and large -scale manufacturing strength can we create cost -effective products, can bring benefits to consumers and make the market truly healthy and sustainable. And this is deeply reflected in the company's concepts of energy and resources, and the concept of maximum input and output.

Fourth, profitability continues to rise. In response to the company's low gross profit margin, Liu Jingyu said that the company is still in a large stage of investment, and new bases and new technologies require relatively large investment. In this case, the cost must be relatively high. But everyone can see that even in this case, the company can still maintain profitability, which has indicated that the company's operating management capabilities are very strong. At the same time, with the continuous and rapid development of the company, the new production lines of various bases have been put into operation and the large -scale application of new technologies, the company's profitability will continue to increase significantly.

The author has also communicated with several customer representatives of China Innovation Airlines. Everyone gave a high evaluation of the team, business philosophy, technical strength, product advantages and operating capabilities of China Innovation Airlines. Go on, create a win -win situation, and be friends.

China Innovation Airlines, which is now on the market, has become the top star enterprise. It is favored by capital, market pursuit, and strong comprehensive strength. It is worth looking forward to the future development space and potential of China Innovation Airlines.

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