The number of PC terminals added every year in the world is at least about 100 million. Under normal circumstances, China's 10% share is not that much. Everyone firmly believes that the number of PC terminals in China will increase geometrically in the future. However, this geometric increase It takes at least 5 years to gradually realize it.
Wu Haijun is very clear about the development situation of domestic computers. Last year, less than 10 million units were sold. As soon as Li Mu opened his mouth, the total number of national computer sales this year increased to 20 million units. This is a doubling of growth.
What's more, more than half of this year has passed. According to the current situation, by the end of this year, the entire market will only have 12 million units. Is Li Mu really capable of making up for the remaining 8 million units on his own
Li Mu's expression didn't look like he was joking at all. Wu Haijun looked at Li Mu and saw that he had a slight smile on his face and his eyes were calm and indifferent. He couldn't help but sigh in his heart: No matter what, the young man in front of him is the fastest rising in China. , the youngest billionaire, his net worth is many times higher than his own, and his capital is increasing at an immeasurable speed. Such a person has accomplished so many big things in a short period of time, he dares to say Such bold words must be well-aimed and not groundless.
At this time, Wu Haijun began to weigh in his mind. His existing production capacity was very weak and his market share was not high enough. In addition, he was taking a low-price route with low profit margins, and he also had to do marketing. If Without the support of its own hardware products and the unique geographical conditions of the Shenzhen market, it would not be easy to continue to carry on like this.
It is actually easy to go against the entire industry. Like Li Mu, the most direct way to use Mango-ME to smash the price of the MP3 market is to make all peers hate themselves. But if you want to go against the entire industry It’s not easy to do it right and still make money at the same time.
Wu Haijun cannot see his true future and potential now. In fact, Shenzhou does not gain much room for development in the future, so it is certain that Wu Haijun is not having an easy life now.
After weighing for a long time, Wu Haijun also realized that he really needed a leg to hug. Li Mu said that he was going to drive now. If he didn't seize the opportunity to get in the car and still thought about using Li Mu's platform to make a difference, he would probably miss this opportunity completely.
Therefore, Wu Haijun made up his mind and said to Li Mu: "Mr. Li, please tell me how you want Shenzhou to cooperate."
Li Mu nodded slightly and said calmly: "First of all, it is the issue of buying shares. I hope to use Makino Technology to buy shares in Shenzhou. The way of buying shares is a small amount of cash + channel resources, of which channel resources account for the majority."
Wu Haijun realized that Li Mu definitely wanted shares, and he recognized the model of a small amount of cash + resources. The key was how many shares he wanted.
Wu Haijun was about to ask, but Li Mu said before he could speak: "I'm not interested in Shenzhou's parent company, I just want Shenzhou's shares." After saying that, Li Mu gestured with four fingers: "40%"
40%…
Wu Haijun felt a twitch in his heart. Li Mu was so cruel. He asked for 40% when he opened his mouth. At present, he did not even hold 80% of the entire Shenzhou equity structure. Li Mu alone wanted 40%.
Wu Haijun said in embarrassment: "Mr. Li, I really don't know how to reply to you about the 40% ratio. We are also involved in other shareholder issues, and 40% of the shares will have too great a dilutive impact on the current shareholders' equity." incredible."
Li Mu waved his hand and asked him with a smile: "Mr. Wu, do you know why I want to use Makino Technology to invest in Shenzhou instead of using Taobao, the most direct sales platform?"
Wu Haijun asked curiously: "Do you want Makino Technology to get involved in hardware?"
Li Mu shook his head: "If I make my own hardware in the future, it must be like Mango-ME. I will only cooperate with foundries, and the brand must be in my hands."
Wu Haijun asked again: "What is your plan?"
Li Mu sat up straight and said: "Let's put it this way, Taobao's role as a sales channel is more important. In the eyes of ordinary users, it is not a pure Internet company, but more like a trading company that uses the Internet as a channel. If I want to promote an officially-collaborated PC to the market, and naming it with Taobao would seem nondescript. If we collaborate on a Shenzhou Taobao version of the computer in the future, it would sound too awkward, and consumers would find it baffling."
"However, if Makino Technology and Shenzhou cooperate to launch Shenzhou Makino version of computers, what will consumers think? As the largest Internet company in China and the Internet company with the greatest online influence, do you think consumers will accept it? How much improvement will it get? How much worse will it be compared with Lenovo, Founder, and Dell?"
Wu Haijun was startled and thought carefully about what Li Mu said. Shenzhou Computer is not well-known now and is the "cheapest computer" in the eyes of consumers. But if it can be tied to Makino Technology, its influence will definitely be It has improved a lot. After all, Makino Technology has YY, a big killer. The number of YY users in the country far exceeds the number of home computers. Therefore, every YY user who does not have a private home computer is a potential user of Shenzhou!
At this time, Li Mu said again: "Aren't you working on some 4888 Pentium 4 host now?"
Wu Haijun said hurriedly: "It's 4999."
"Okay." Li Mu nodded: "4999, what is your shipping price?"
Wu Haijun hesitated for a moment and said: "The shipping price is about 4,400 yuan, and the remaining 599 is the profit from the entire logistics, transportation and channel end."
Li Mu nodded and said: "Assuming we reach a cooperation and the news of Makino Technology's investment in Shenzhou comes out, can you get additional room for price reduction from the hardware supplier?"
Makino Technology is the largest Internet company in China, with the highest user viscosity, not to mention that behind Makino Technology is Taobao, an online sales platform. Li Mu believes that if Makino Technology cooperates with Shenzhou, it will definitely cause an industry earthquake in the computer hardware industry. The same overall situation How machine manufacturers respond is up to them, but all suppliers will re-evaluate the potential and strength of Shenzhou, so there will definitely be changes in the magnitude of hardware supply. If the magnitude increases, the corresponding cost will naturally decrease.
Wu Haijun also understands this truth. The larger the size of the downstream manufacturers, the better the treatment of the upstream suppliers. Take the simplest keyboard and mouse manufacturers as an example. When they supply OEM accessories to large manufacturers, , in addition to providing the greatest price discount, there are also more favorable account period treatments, which small companies do not have.
Li Mu's words made Wu Haijun feel that if he could completely embrace Makino Technology's thighs, he would have the capital to renegotiate with all suppliers, and with such a powerful channel, even Intel can negotiate with you. With tens of thousands or hundreds of thousands of CPUs, the supply policy must also be fine-tuned, right
Thinking of this, Wu Haijun said to Li Mu: "If this is the case, I believe there is still some extra space at the supplier."
Li Mu nodded and waved his hand: "Very good. I assume that you can squeeze out 5 percentage points of space from the entire supply chain. Then it will be at least a cost reduction of one or two hundred yuan. You just said that your shipment The price is 4,400 yuan, so after deducting this part of the reduction, there is about 4,200 yuan left. If I tell you that Taobao can make no profit at all, does it mean that the profit reservation for the entire supplier link has been omitted?"
Wu Haijun nodded repeatedly.
Li Mu said: "Okay, I have invested 500 million in Taobao logistics. If I tell you, when my logistics is launched, all logistics costs are not included. When the Shenzhou 4200 comes out, I will sell it for 4200. Then the market will What has it become?"
Wu Haijun couldn't help but shudder when he heard this. Considering the current computer configuration of 4999, if it can reach the price of 4200, coupled with such a powerful promotion and channel in Li Mu's hands, it will be really invincible.
Wu Haijun suppressed his overly excited emotions and said: "If this is the case, then the market share depends entirely on production capacity."
Li Mu clapped his hands and praised: "Yes, the market share depends entirely on production capacity. Just like the Mango-ME I make, I can sell as much as I produce. I don't have to worry about sales at all. And don't think that I am so Doing it will destroy the entire industry. In fact, I will make MP3 hardware popularized faster and users will grow faster.
The popularity of Mango-ME has allowed more potential users to be exposed to MP3 players through Mango-ME users around them, and gradually transformed them into potential users of MP3. User demand continues to increase, and Mango-ME cannot satisfy it. The entire market, so consumers who cannot buy Mango-ME will still choose from other product lines. "
With that said, Li Mu brought the topic to PC and said: "What I want is to promote the number of netizens and the development of the Internet industry. What you want is to increase the sales of your products. If we cooperate, both parties will cooperate. The demands of both parties can be met to the greatest extent, and most importantly, as long as we negotiate the specific distribution of interests before the cooperation begins, there will be no conflict of interest at all in our subsequent cooperation, and everyone can work together as a team and fight side by side. "
Wu Haijun was moved by Li Mu.
It is too hard to work alone. He knows his weaknesses. The first is his lack of accumulation. Whether it is branding or production, the lack of accumulation puts him at a disadvantage in the market;
Secondly, its pre-sales and after-sales channels are far inferior to those of traditional major manufacturers, and its promotion strength in various major channels is also much weaker than that of industry leaders. To put it bluntly, even if it can produce millions of units per month For computers, he does not have sales channels capable of selling millions of units per month;
Finally, in order to keep the price down, his quality control was not very good, and his after-sales service was not very up to date. If such abnormal development continued, it would definitely have an impact on the reputation of the product, so this was doomed to him. The brand will be reduced to a cheap but low-quality position. If this continues, it will only go further and further, and the possibility of turning it around in the future is slim.
Consumers in the PC market are not entirely pursuing cost-effectiveness. Just like buying a car, with the same performance index, Wu Haijun also knows that users must give priority to Volkswagen rather than Xiali. Even if the price of Xiali is much cheaper, there will still be a considerable number of them. Users choose Volkswagen not only for cost-effectiveness, but also for brand awareness, trust and vanity. Shenzhou is now the Xiali of the automobile industry. If there is no good opportunity, it will be Xiali for the rest of its life.
However, Li Mu asked for 40% of the shares as soon as he opened his mouth. This is really terrible.
Wu Haijun hesitated for a while and asked Li Mu: "Mr. Li, I already understand the promotion and channel resources. How much can you provide in cash?"
Li Mu asked him: "How much do you think Shenzhou can be valued now?"
Wu Haijun said: "To be honest, if Shenzhou's current fixed assets and profit premium are converted, there is no problem in reaching a valuation of 500 to 600 million."
Liu Edong glanced at Li Mu and nodded slightly to Li Mu.
The valuation of 500 million to 600 million yuan is not high. After all, the valuation of Wuhan Haijun’s entire production line is also at the level of 100 million yuan, as well as the team, channels, brand premium and profitability estimates. Calculating this price as a whole, it can be said Wu Haijun's mentality has changed now. He has indeed begun to accept Li Mu's cooperation plan from the bottom of his heart. The only thing he is still hesitant about now is the issue of the shares Li Mu wants.
Li Mu said to Wu Haijun: "I agree with your valuation of 600 million. I can pay 30% actually and use resources to replace the remaining 70%."
The stock price is 600 million yuan, 40% of the financing requires 240 million yuan in cash, and the actual payment is 30%, 72 million yuan.
Wu Haijun calculated in his mind that if he agrees to Li Mu's request for cooperation, 72 million can be used to expand his production line and after-sales service. Once Li Mu really uses the strategy just now and puts 4999 computers on the market with a shipping price of 4200 , Shenzhou's sales will definitely skyrocket, and Li Mu has compressed transportation costs, channel profits, and hardware procurement costs. Shenzhou's profit margin can still be guaranteed. Although 40% of this profit belongs to Li Mu, the overall volume has increased, and the remaining The 60% below may create a profit of 200%, or even higher.
Wu Haijun is not a fool. Although 40% of the shares hurts, Li Mu's conditions are too imaginative. It is like Ma Liang, a magic pen, drawing a golden mountain in front of him, but the only way to this golden mountain is , just get into Li Mu's car, otherwise there is no other way.
Just when Wu Haijun was struggling fiercely in his heart, Liu Gaodong struck at the right time: "Mr. Wu, to be honest, I won't promise you how much we can help Shenzhou increase sales in the future. I will only say one thing."
As he spoke, Liu Edong paused deliberately and said calmly: "If a computer with a terminal price of 4,999 yuan can be reduced to 4,200 yuan after working with us, it is equivalent to a 16% reduction. This 16% is the result of Makino Technology, Taobao and With the combined strength of Taobao Logistics, when we cooperate with Shenzhou, Shenzhou Computer can reduce its price by 16%. What if we cooperate with other manufacturers? I’m afraid this ratio will only be higher, not lower? By then, I am afraid that Shenzhou’s price advantage will be gone, and the price "With no advantage and no brand advantage, how will Shenzhou break through?"
Wu Haijun felt that he was not here to discuss cooperation, but to be intimidated. However, he had to buy into this threat. As a domestic Internet overlord, Li Mu wanted to promote the development of the Internet, which was extremely in line with his personal interests. If he did not If he cooperates with him, he will definitely find someone else to cooperate with him. No matter who Li Mu eventually cooperates with, he will definitely do everything possible to promote the popularization of home computers in China. It just so happens that Taobao is a big hit right now, and the whole country is focusing on the Internet. On the body, this condition is even more unique!
In other words, this is a car that will definitely drive and will drive soon. If you don’t get on it, someone else will!
I'm late from get off work again, so I'll give you a 4,000-word update first. There will be another chapter after 12 o'clock. Tomorrow is Saturday. It's supposed to break out, but I have to work overtime regularly. I can't help it. I'm really busy at the end of the year. I'll try to finish the alliance leader on Sunday. I’ll add more, cry for a while, and then continue typing.
(End of chapter)