v2 Chapter 369： Lithium battery company financing valuation

Mu Yang's words made Yin Mingshan fall into deep thought, thinking about Mu Yang's words.

And Mu Yang felt that Lifan's executives must also know about Lifan's problems.

It's just that I didn't dare to mention it to the boss, because I was afraid that the boss would get angry, and I was afraid that I would be fired by the boss. It's better to do something less.

No matter which country you are in, men love their cars and their faces. The logo and brand name of a car are actually a man's face.

Even if Lifan Company comes up with a high-end car with a cheap price, there are still many people who dislike Lifan's car logo and brand name.

That's right, at least five out of ten people are disgusting.

But in Yin Mingshan's eyes, the older generation of entrepreneurs like them feel that the brand is the vitality. If they change the brand, they feel that the blood will kill them.

Maybe Yin Mingshan hasn't realized that the Lifan brand and car logo are just a black mole on the eyelid to customers. It's better to have it.

His son loves luxury cars. Maybe his son is aware of this stubborn problem and suggested it to his father. It's just the older generation who doesn't want to change and is stubborn:

What I think is the most important thing is worthless in front of customers, and it will be disgusted.

Of course, the above is just Mu Yang's unilateral guess.

But Mu Yang felt that it was really possible:

Li Auto was smart, got a Lynk & Co brand, and the Lynk & Co 01 was on fire:

But if you stay with the same configuration, the car is called Juli] 1, and the car logo is made of Juli, it is estimated that the sales will be poor.

Xingyue sells well, but if Rudai changes the car logo, Muyang believes it will be even more popular:

It can be said that the car logo and brand name have a great influence.

Ordinary is fine, but I can't hear the name, it feels very LW, reminiscent of cheap:

Yin Mingshan looked at Mu Yang's eyes, only to see that Mu Yang's expression was light, and Jia was drinking tea without a wave.

"Mr. Mu, I think both are important. If the general direction is wrong, it's a waste of time. Concepts, of course, can change fate."

Mu Yang nodded and said, "Mr. Yin, I suggest you to do a customer survey, I believe that customers have sharp eyes.

Since customers are consumers, you can listen to their opinions more. Customers don’t need to care about your face. They can say whatever they want and tell the truth. On the contrary, your subordinates will most likely please you.

Not necessarily telling the truth.

My opinion only represents my personal opinion, not Lifan's customers,"

"It makes sense, but we don't pay attention to this one. Then, Mr. Mu, if you were a customer, how would you choose?"

Seeing that Mu Yang really wanted to hear his opinion, he seemed uneasy if he didn't get his opinion, he sighed, and said, "Mr. Yin, if you're stuck, you need to buy a 5350, change the car's logo to Li, and change the car's name as well. to make

, at the same price, will the rest buy it? "

Cheng Li shook his head directly and smiled: "Yes, you buy a Mercedes-Benz 5350 mainly for business use."

"I'm sure the original price of 5350 is 1 million yuan. It's Li Shufu, how much he thinks it's worth, and will customers pay for it?"

"Eight or seven hundred thousand."

"Is it sure that the car logo and brand have been replaced with a new brand?"

"Perhaps seven or eight hundred thousand." Cheng Li replied a little after thinking, and then came to his senses, "You understand what you mean, Mr. Mu, the problem of Lifan Motors, the car logo and brand is not a small problem:

It's like a new one. "

Before finishing speaking, Cheng Li sighed: "Actually, you have already realized the problem and want to make the car better. Of course, you have been imitating other people's, but the technical level is enough, 5

Can compete in the high-end market:"

"That's what it means. The car logo and brand are just to make customers more accepting. Next, it depends on the inside view of the car, as well as the quality and cost performance. For a small number of people, the inside view is definitely acceptable.

It depends on the quality and configuration. Whether there are many customers who really know the car when buying a car, we can only judge by the first impression and choose according to the niche," Mu Yang analyzed, "Of course, you represent a niche. , [

When you buy a car, the first impression is really not about the brand and the brand, the seventh is the appearance, and the eighth is the price and configuration."

"Is price the most important thing? Is it to target the customer group first?"

"That's the truth, but, as long as the car is good and click a little, the customer will still pay the bill, positioning 70,000, 100,000, 170,000, 700,000, 800,000. In your country, the domestic brand Bayi

Ten thousand is a ceiling, and then we must first let us accept the concept of 800,000 domestic cars. "Mu Yang said, "Each price area does not have the same consumer group, investigate how the competing cars are configured,

These are all things in front of you, you think, you must be sure that the appearance, car logo and brand are all in the eyes of customers, and the things in front are all in vain,"

Cheng Li nodded frequently. In fact, it was the first time I heard such a point of view, and my son also said that, but I didn't have my own obsession. I felt that my son understood cars.

But I overlooked one thing, my son bought so few cars, and he is also a consumer, representing the voice of many customers,

Mu Yang's words are very unconvincing. Xinghai Group's Hummer EV is not a representative of success.

Did Mu Yang speak directly about Lifan's car logo, brand and car ugly?

That year, the heavy man was not very powerful, it really convinced me,

Cheng Li looked at Mu Yang gratefully and asked, "Thank you, Mr. Mu, are you not interested in investing in Lifan? As long as it is a holding company, you can agree to him under any conditions, or as long as Mr. Mu is in Lifan.

As a name, every year, I will give you 10% of the shares for free. "

Hearing this, Mu Yang was not surprised, he shook his head, "Thank you, Mr. Yin, you have so little energy, and you are still having a headache about what you are doing."

Before Cheng Li listened to Mu Yang's words, he laughed self-deprecatingly: "I'm taking the liberty,"

Mu Yang waved his hands, expressing his concern, knowing that I was eager to seek medical attention.

But to be honest, the shares were given to Mu Yang for free. Mu Yang wanted it all. If he said it better, he didn't dislike it.

Other things, such as optimistic about the future of new energy vehicles, Muyang has not said, only about the car logo and brand.

Cheng Li wanted to speak up, but when he saw that no one was knocking on the door, Mu Yang opened the door, it was Yin Mingshan,

"Oh, Mr. Yin is also there," Piao Guhe was not surprised, "they continue to chat, you will come back later,"

"Mr. Li, you haven't finished talking yet," Piao Guhe felt that he didn't have an answer yet, but I didn't feel a little tangled, so I glanced at Mu Yang, "Thank you, Mr. Mu, you have gained very little, and you don't have time to visit again. .

"You're welcome," Mu Yang took the initiative to shake hands with me, Cheng Li shook hands, then left Mu Yang's bedroom,

Yin Mingshan listened to the conversation between the two, and briefly thought about it, guessing what we talked about,

Before seeing Chengli leaving, Piao Guhe said with a smile: "At that time, he must have a rest, come to chat with him and drink tea, is it a delay?"

"What's the matter with you? You're just trying to chat with him and drink tea." Mu Yang laughed, telling me to retreat.

Piao Guhe sat up and said, "Mr. Yin seems to have nothing to ask him."

The matter with Chengli was a private matter, and Mu Yang also wanted to say that it was a matter of quality: "Talking is a matter of asking, not communicating with each other."

"Huff, you guess I want him to invest in Lifan."

"He's quite accurate, it's not like that,"

"It's still like investing in your Lee Group."

Knowing that Yin Mingshan was joking, Mu Yang said with a wry smile: "You don't have so little time, and you have done a good job in your company, so you agreed,"

Yin Mingshan slapped his calf and smiled and said, "Haha, isn't it? If it was you, you wouldn't be too lazy to invest. The positioning of Xinghai Group is the same.

If the industry chain is made smaller and more complete, the profit will be less. "

Before he finished speaking, he turned to ask: "What happened today, will it be true?"

"What is he referring to?"

"The financing is more than 20 billion yuan."

"It's true or not. He wants to join in and retreat. If you have any opinion, he is welcome, but he will definitely accept the price."

"Tell me about it," Piao Guhe asked. I dared to make a ticket that time.

Did Mu Yang directly answer Piao Guhe's question? Instead, he first told me about the current lithium battery situation. It was only because the other party didn't know anything about it that he knew that Xinghai New Energy Technology Company was less valuable.

The amount of financing is relatively small, and the current valuation is relatively small. Mu Yang asked the team of the investment company, but there is no estimate yet.

Xinghai Group is a technology shareholder of Xinghai New Energy Technology Company. The researchers belong to the new energy technology company. People in the industry know that the technology comes from Muyang himself, and Muyang is the core.

However, Zi’s financing is less and more, and the technology investment is fixed at 15%, which will always be diluted.

The cost of the battery pack of Xinghai Group is 40 yuan/kWh, and the price is 150 yuan/kWh. The high version of Hummer Ev is 16 magic kWh:

Pre-sale of 70,000 battery packs, the highest gross profit is 8.8 billion yuan,

Of course, with the popularity of new energy vehicles and the retreat of battery competitors, the price of batteries will drop if they stay.

According to a few years ago, the share of the new energy market is getting lower and lower, and it only accounts for 20%, and the annual sales volume is also at the level of 10 million vehicles.

Muyang estimates that when the market share reaches 20% in 2016, the price of lithium batteries may drop to 100 yuan/kWh, or even higher.

The market size of spherical lithium batteries cannot reach the level of 700 billion yuan.

As long as Xinghai New Energy Technology Company occupies one-eighth, with a turnover of nearly 200 billion yuan, it is a problem that the market value reaches 1 trillion yuan.

However, with the lithium battery technology of Xinghai Group, it has so few advantages at present, occupying only one-eighth of the market share, and the profit margin is also lower, and the market value is like the Ningde era of later generations.

Of course, the following is a few years ago, during which there is no risk.

Today, Xinghai New Energy Technology Co., Ltd. has no small amount of lithium battery orders, and Hummer EV is sold in small quantities. If it sells 200,000 vehicles a year, the gross profit will reach 35 billion yuan. With the addition of orders from other car companies, the gross profit will reach 35 billion yuan.

It is a problem to reach 500 million yuan, and it only takes one year less time.

At this time, the valuation of Xinghai New Energy Technology Company of 8.7 trillion yuan is a problem.

Today, Muyang estimates that Xinghai New Energy Technology Co., Ltd. is 1.6 billion yuan. It seems exaggerated, but it is too much. UU reading is unreasonable.

——When you are young, Muyang can guarantee the investment profit of strategic partners up to - times;

Seven years ago, Muyang Energy guaranteed up to seven times the investment profits of strategic partners.

After Yin Mingshan listened to Mu Yang's remarks, the more he listened, the more shocked he became.

Eight yuan lithium battery is so profitable!

Coffee only supplies 50,000 Hummer EVs, and the gross profit has reached 8.8 billion yuan!

"Worthy slot!"

"That's more money than selling a car,"

Piao Gu and Ren scolded loudly and secretly, but when they looked at Mu Yang again, they all felt the same, their whole body glowed with golden light.

"In this case, the valuation of Xinghai New Energy Technology Company is 16 billion yuan, which is reasonable. Is it just financing 20 billion yuan?"

Muyang said: "It is planned to raise 40 billion yuan, with a share of 20%. The share is divided into 40 shares, each of which accounts for 5%. Each car company or investment institution subscribes at least two shares."

Yin Mingshan took a deep breath and took a deep breath. That one didn't surprise me. If you stay invested, you can make money. Subscribing two copies is not 2 billion yuan, which is a lot for the Lee Group.

"If there must be a problem, you want to subscribe for two copies, but the investment amount is very small for you. You need to go back to the company to discuss it."

"Guiduo, there is a problem," Mu Yang said with a light smile. I guess that valuation scared me.