Five questions about the beauty of millet "together"

December 14 Night, the United States Group officially issued a notice to confirm with millet to reach strategic cooperation. The United States will be 23.01 yuan per share price to the millet directional additional 55 million shares, raise funds amount to not more than 1.266 billion yuan. After the release, Millet technology will hold a 1.29% stake in the U.S. group and nominate a core executive as the Director of the United States.

In addition to the capital level, millet and the United States will be in the smart home and its eco-chain, mobile internet model for a variety of strategic cooperation, including the two sides in the smart home, electricity, logistics and strategic investment in areas such as docking.

This is the first deep cooperation between home appliance enterprises and Internet enterprises. In this cooperation, the parties have what kind of purpose, where the future will develop, can bring to the industry what kind of impact, it is worth the industry's long-term attention. Beijing News reporter Li

Q1, why are they two?

Home Appliance Enterprise strength is the strongest three is gree, the United States, Haier, in addition to the United States, the other two and millet are not "in tune".

Millet and home appliances cooperation, look at so many, I am afraid only the United States and millet most in tune.

Home Appliances enterprise strength of the strongest three are gree, the United States, Haier. There are people familiar with the Beijing News reporter revealed that millet first looked for Haier, but Haier in the wisdom of the family has been deep, and has "u+ platform", do not want to let millet intervene in the middle. and millet and gree gamble ringing, cooperation possibility is almost zero, even consider cooperation, the nature of the state-owned Gree can agree to the depth of the capital level binding is also unknown.

It is impossible to be a color TV company. Home appliance enterprises and Internet companies often have a red line, that is, who will "become a vassal" in cooperation. A top TV company told the Beijing News reporter that the United States such a white electricity enterprises do not exist such concerns, because the color TV Internet profit model has been clear, is the content to make money, hardware loss, and white electricity Internet profit model is not clear, so the color TV companies always worry about cooperation is "wolf", White power enterprises Such a sense of crisis is not strong.

In addition, from both sides of the resources, the United States of products to white electricity, small household electrical appliances, the United States, the lack of mobile phones and color TV two products is just the strength of millet, both sides can form a complementary product structure. The United States distribution in the country's logistics and store system can be provided to the use of millet, and millet users of the economy, vermicelli marketing can also let the depth of learning for reference.

Based on the above, the United States Group Dong Jiangpeng accepted the Beijing News reporter said, the United States and millet cooperation is hit, a very short period of time to reach an agreement. The framework agreement to define several directions (smart home, mobile Internet, online fusion, joint investment), the team has been docking, millet products into the United States stores, both platforms, fan members to bind each other, user import, will soon be realized.

In terms of future possibilities, Jiangpeng said, the two sides will consider joint research and development of home appliances Intelligent module chip, the development of intelligent Home appliances standards Agreement, online offline channel logistics data and services to carry out some in-depth cooperation.

What do Q2 millet want?

Millet want to do platform, need to have a greater expansion in the terminal, cooperation with the United States can open a breakthrough.

There is a view that millet investment in the United States can find a stable agent for themselves, just as its mobile phone manufacturing relies on Ying-DA, tablet manufacturing relies on Foxconn, the future of millet into more hardware can be made by the United States.

But this is not the ultimate goal of millet, Millet Chairman Lei more value for millet ecology to find a landing interface.

A senior industry personage said, do the product company, the valuation can reach 1 billion, makes the platform the company, the valuation can break tens of billions, but if wants to break billions, must be does the ecology company, spreads the tentacles to each corner.

At present, millet in the ecological layout, has relied on its own "internet thinking" has opened up a number of core hardware, including millet mobile phones, millet flat, millet TV, millet router.

In addition, Millet also invested a lot of start-up companies, Millet power, Huami hand ring, chi-meter air purifier, millet camera and other products into their own hardware ecology. But a real problem is that, in addition to millet mobile phones, millet other products caused by the market concern is not satisfactory, no market size, no user feedback, millet "internet thinking", "millet ecology" is difficult to play a role.

Cooperation with the United States can open up a breakthrough. The size of the United States has exceeded billions, in the home appliance market Terminal has more than 2 billion units, and the United States of cooperation, millet ecology can be extended to the United States, 2 billion terminals, is tantamount to a huge port grab.

What's the beauty of Q3?

The United States has begun to transform from traditional home appliances manufacturers to the Internet, and millet cooperation will make this transition more quickly and in place.

U.S. group chairman Fang Hongbo once said that the United States to do the times of enterprises.

In cooperation with the millet, the United States this year made a basic adjustment of the Internet transformation: March announced the investment 15 billion into the wisdom of home, followed by line online integration, the logistics system, offline channels and online business completely through. From the actions of the United States, the future of the United States focuses not only on hardware manufacturing, but also on intelligent home and channel reconstruction.

Intelligent home and millet cooperation, on the one hand, improve the beauty of the black electricity products, on the one hand can build a smart home platform system, the formation of hardware and software complete closed loop, to attract more enterprises to join the ecosystem.

U.S. group Dong Jiangpeng told the Beijing News reporter, the United States most value Millet's online marketing ability, user binding, fan culture, the United States want to learn from.

Allwin Consulting President Wen Jianping said that the use of millet user thinking, coupled with the United States before the channel adjustment, the United States to the next a big chess, that is, the restructuring model, explore the real c2m (from consumers to the factory), in the new product launch to achieve transformation. Following the United States may be the channel system into two levels, one is the service system, so that the existing logistics and distribution as a platform service provider. Another level is the millet-style play, through the large data, information-based way to operate users, custom products, online sales.

A home appliance enterprise insiders said that if the United States to complete this model restructuring, will change the previous sales channels of multi-level agent mode, leading to the current household appliance industry to regional pricing classification system collapse.

What is the risk of Q4?

If the cooperation between the two sides fails to achieve the effect, the effect on millet is not large, loss of 1.2 billion yuan at most, but may be trapped in the plight of the United States.

In order to allow cooperation to be implemented, millet will send a core high-level to the United States Board of Directors, he can give advice, and even influence the strategic decision-making of the United States. The deep cooperation between the two sides at the capital level embodies mutual determination and sincerity.

However, the United States as a large scale of traditional home appliances manufacturers, and millet such as pure Internet companies, new and old forces of confrontation is still worrying.

A senior executive at a traditional business said the fundamental problem with the traditional industry was that the mature industrial chain was pulled long enough for everyone to have their own butt and positioning so they could not together the product. It is a big question mark to be able to develop in the direction of "focus and perfection".

"If the product can not achieve the ultimate, contrary to the original intention of cooperation between the two sides, cooperation may fail, which has little effect on millet, at most loss of 1.2 billion yuan, but may be trapped in the plight of the United States." The interior of the United States also has internet thinking and traditional thinking, two forces of conflict will make the United States very hurt. said the person.

Therefore, the United States and the cooperation of millet, or both win, millet ecological landing, the United States to complete the transformation of traditional enterprises, or the United States into a new trouble.

Success depends on the determination of the decision makers and the executive power of the team.

Q5, what's the rush?

Analysts believe that for the cooperation between Millet and the United States, Gree is really worried about the United States with the help of millet, to achieve the overall beyond the gree.

Opponent's opponent, became a friend. Millet chairman Lei and Mingzhu have 1 billion wager about, bet "millet within five years can surpass Gree", the United States and Gree is the air conditioning industry for many years the enemy.

December 14, in the United States officially announced the cooperation with millet in the first few hours, Gree, chairman of the Mingzhu in Chinese business leaders in the year, said that millet and beauty together is a thief group.

Mingzhu said, "Yesterday I read an article online: ' I heard that the cooperation between millet and the United States, mingzhu a bit urgent," I am anxious what? Beauty's stealing Gree's patent court sentenced you to pay me 2 million, two cheats together, is the thief group. If one day your patent more than I, your quality is better than me, I really a little anxious, I have to change themselves, I want to refuel. ”

The same venue, a few hours later, Lei replied, "I saw Dong always on this stage, feeling that Dong always seems to have conceded." "Mingzhu and Lei again with Taiwan" competition ", let the day of the United States millet cooperation This" big event "effortlessly completed the spread.

For Mingzhu's reaction, research gree for many years of home appliances expert Liu Buzhong said, this reflects the mingzhu anxiety mood. This year 140 billion, next year 160 billion, in accordance with the downward trend of air-conditioning industry, Gree's revenue target will become more and more difficult to complete, mingzhu after the president of Gree to set his own 5-year growth of 100 billion of the plan, as she can not remove the "magic spell."

Now it seems that gree two "opponents" of the United States, millet are in rapid development. Liu Buzhong think, for millet and the United States of cooperation, Mingzhu really worry is not millet will win "gamble", but worry for many years old rival beauty group with the help of millet, realize to their all-round beyond.