What does Xiaomi want to join forces with Ningde Times?

The Xiaomi car, which was just announced as "building a factory in Shanghai" not long ago, did not stop because it was an oolong.In the last month of the Q2 quarter of 2022, the news of Xiaomi came again in the market - cooperation with Ningde Times.

Different from the commonplace of Xiaomi mobile phones, things related to Xiaomi carscan always attract a lot of attention.And it is reasonable that the new and new forces of car building that are in the limelight will appear in the same frame as the long-established power battery supplier, which will of course lead to a lot of reverie.

It is said that Xiaomi cooperates with Ningde Times, but it is not detailed.Instead, Xiaomi took a fancy to a company in which CATL is a shareholder and invested in it.Therefore, there is a saying of "joining together" now.

It is understood that Hanxing Venture Capital Co., Ltd., which is actually controlled by Xiaomi Group, has strategically invested in Shanghai KuaibuNew EnergyTechnology Co., Ltd. and has become the company's third largest shareholder.

Before that, Shanghai Kuaibu was held 51% by Fujian Baicheng New Energy Technology Co., Ltd. and 49% by CATL.With the participation of companies such as Xiaomi, their shares have been diluted. Fujian Baicheng holds 38.67%, Ningde Times holds 37.15%, Hanxing Ventures holds 12%, and Fujian Yongfu Power holds 5.42%.

So, what kind of company is Shanghai Kuaibu, which has attracted two giants to bet one after another?

Chen Shengwang, CEO of Shanghai Kuaibu, once said that the company will developelectric vehicleovercharge and battery detection technology, and build a global optical storage and supplementary energy network in 2030, serving thetwo major tracks ofenergy storage and automotive aftermarket .

Obviously, the route of Shanghai Kuaibu coincides with the development strategy of the Ningde era. Coupled with the newly developed power exchange business of the Ningde era, it does not seem to be a difficult thing to invest in Shanghai Kuaibu.However, Xiaomi's later investment in shares was able to produce some things.

First, Xiaomi sent Li Xiaoshuang, the core figure of the car-making team, as a director, which is enough to show the importance Xiaomi attaches to related businesses, or it is also called Xiaomi's advance layout of power batteries and energy-replenishing systems.

Second, in the face of the endorsement of the Ningde era, the millet who made the choice is very likely to be a drunkard who does not want to drink.At this time, Shanghai Kuaibu is more like the link between Xiaomi and the Ningde era.

It is understood that as of now, Xiaomi Group has invested in a number of battery companies including Ganfeng Lithium Battery, Honeycomb Energy, Zhuhai Guanyu, Weilan New Energy, and China Innovation Aviation.And these battery manufacturers, including CATL, may become potential suppliers of Xiaomi cars.

But then again, what exactly does Xiaomi Auto want to get through various actions?

It is true that at the beginning of the Xiaomi car project, Lei Jun showed great enthusiasm. Whether it was an investment of tens of billions of dollars or the last venture in his life, it can arouse a lot of enthusiasm in people's hearts.But at the same time, it must be admitted that this road of car building is not as easy as imagined.

Xiaomi has advantages, sufficient funds and talents, and even after settling in Beijing, it can get a lot of emphasis in policy.But on the other hand, the complexity of the automotive industry requires the joint assistance of the right time and place, in addition to the supply chain system that is constantly being reorganized and chaotic.

Regarding the timing of the day, the timing of Xiaomi Auto is indeed too late.Not to mention that Tesla, Weilai, Xiaopeng, Ideal, etc. have already occupied most of the market share, and even the Jidu cars in the same period have to show their new cars at this time.In contrast, even if Xiaomi's progress exceeds expectations, it is just lagging behind.

Regarding geographical advantages, taking the capital Beijing as the base is of course a unique condition for Xiaomi Auto.

Although there are differences in the awareness of new energy vehicles in the north and the south, as long as the time and publicity are in place, the general concept will definitely change.As for the impact of climate on electric vehicles, it will also be further improved with the advancement of technology.

Regarding Renhe, it is likely to become the biggest shortcoming of Xiaomi Auto.

Taking Wei Xiaoli as an example, Li Bin, Li Xiang, and He Xiaopeng, the family members of several car companies, all have their own distinct characteristics. More importantly, they build cars all in.

And Lei Jun, who has been recognized as the soul of Xiaomi Auto from the very beginning, how much energy will he inject into it?

Is Lei Jun really ready to face the audience again as the CEO of a car company?Maybe, not yet.

In fact, after Huawei is restricted, Xiaomi mobile phone is the most likely player to qualify.But unfortunately, as far as the current situation is concerned, most of the market share vacated by Huawei's departure is still occupied by Apple.

In this way, only when Lei Jun is firmly in the middle of the army can Xiaomi's mobile phone business maintain its position and further seek opportunities for outward expansion.

As for the already slow Xiaomi car, although Lei Jun has shown his interest in cars and car history on public platforms, the future height of Xiaomi cars will ultimately depend on Lei Jun's participation.