文 | 源Sight 王言
jinri,youmeitibaodaocheng,fushikangyiyurichanqichegongsijinxingjieqia,xiwanghuodeqikongguquan。
gaibaodaoyuanyinyiweibuyuanjumingrenshideshuofa,fushikangmugongsihonghaikeji(xiacheng“honghai”)yizhizaidalitouzigongchangshengchandiandongqiche,qiduishougouzhenggerichangongsiganxingqu,qiebujinshigaigongsidegongchangheshebei。
shangshubaodaozhichu,muqianshangbuqingchurichanshifouyijingyufushikangjinxingleshizhixingdetaolun,huoshiyijujueqitiyi。duiyuzheiyixiaoxi,richanfayanrenjujuezhiping。
fushikangyouyi“tunxia”richanxiaoxichuanchuzhiji,qiafenghouzhehelingyijiaribencheqibentianxuanbujinruhebingtanpan。erfushikangduirichandexingqu,kenengtuidongleliangjiaribenhebingdejincheng。
zuoweidianzidaigongjutou,fushikangzaijinjundiandongqicheyewuhou,yizhizaibuyiyulididuiwaizhengmingzhezijidezaocheshuiping。congmuqiandejinzhankan,zheijiayizuzhuangyidongzhinengshebeiwenmingdegongchang,shangweinengjiangzishenyoushifuzhidaoqichelingyu。
富士康的“算盘”
suiranfushikangyizhiyidaigongchangwenming,dantashizhonghuaichuaiyigezhongduanmeng。
2005nian,fushikangyi3.7yiyuanshougoutaiwanantaidianye,shezuzhizaodianpingxian、daocheleidadengqichedianzibujian。zaizhihoude10nianjian,fushikangxianhoujinrulebenchi、baomahetesiladengcheqidegongyinglian。
2014nian,fushikangshougouletaiwandianchichangshanglikekeji,bingzaianhuitouzi20.9yiyuanjianshedianchizushengchanxiangmu;tongqi,fushikangyubeiqihezuo,gongtongyanfaxinyidaidonglidianchijiqixitong;2017nian,fushikangxiangningdeshidaizhuzi10yi,zaigutaidianchilingyujinxinghezuo。
zaiqichexinpianlingyu,fushikangyeyousuotouru。2021nian,fushikangyutaiwandianzilingbujianqiyeyageochenglileshejiqichexinpiandeheziqiye;2022nian6yue,fushikangxiongdigongsigongyefuliannaxiabandaotifengcechangshangriyueguangweiyuzhongguodalusizuofengcegongchangdekongguquan;2023nian6yuechu,fushikangyuqichechangshangstellantischenglixinpiangongsisiliconauto。
zaizhongguodalushichang,fushikangzaozai2015nianyutengxunkonggu、hexieqichelianshou,chenglilehulianwangcheqi“hexiefuteng”。dancihou,fushikangzaixinnengyuandelushangbuduanpengbi,yi “hexiefuteng” weili,youyukongguquandengfangmiandewenti,fushikangzaiyinianhouxuanzechezi。
yuyulongqichedelianshouzezaicihoujiasulefushikangdezaochejincheng。2020nian,fushikangfenbieyufeiyate·kelaisile(fca)heyulongqichechenglihezigongsi,yishejiheshengchandiandongqiche。
yinianhou,fushikangyikouqifabulesankuanyuyulonghezuokaifadediandongche,xinghaofenbieshimodel c、model ehemodel t,chexingfenbieweisuv、jiaochehebashi,qumingfangshiyutesilagaoduxiangsi。2022nian10yue,fushikangzaidutuichusuv model bhepikadiandongchemodel vliangkuanchexing。
jinnian10yue,fushikangtuichumpv model dhediandongbashimodel u。ruguoyichexingheshuliangbijiao,sannianshijianli,fushikangchanpindegengdiesudushenzhigaoyubushaodalucheqi。
fushikangbuduanjiamazaochedelingyimian,shizaizhinengyidongzhongduandeshichangzengliangchujitianhuabandeqingkuangxia,jibianyoupingguodezhichi,qiriziyeburuyiqian。daigongxinnengyuanqiche,wuyichengweilefushikangdexiwangsuozai。
shichangfenxijigoucanalysfabudezuixinbaogaocheng,2024nianquanqiuzhinengshoujichuhuoliangyujiwei12.2yitai,tongbishangsheng6%。zaijinglijinniandeqiangshifandanhou,zhangqilaikan,zhinengshoujishichangdezengzhangjiangcongmingniankaishiburupingtaiqi,2024nianzhi2028niandenianfuhezengzhanglvjinyibuxiadiaozhi1%。
zhinengyidongzhongduandetuishiyizaifushikangdeyejizhongxianxian。jinnian10yue,honghaixiaoshouewei8049yiyuanxintaibi,zengzhang8.6%。zheishiqizijinnian2yuefenyilaizuimandeyueduxiaoshouzengzhang。11yue,honghaishixianyingshou6726yixintaibi,xiangjiaoshangyuexiajiang16.43%,jiaoquniantongqijinzengzhang3.47%。
gengdadeyalizaiyu,zaipingguoduiguoliandeduoyuanhuayijichanyelianzhuanyijihuaxia,fushikangmianlindejingzhenghechengbenyaliyeyurijuzeng。jiangxinnengyuanqichezuoweixindetupokou,dequeshihelidexuanze。
日产能给什么?
fushikangyurichanzaoyouyuanyuan。
2023nian1yue,fushikangrenmingleqianrichanhedianchan(nidec)gaoguanguanrun(jun seki)danrenqidiandongqichebumendeshouxizhanlveguan。bishi,fushikangzaishengmingzhongbiaoshi,guanrunjiangxiezhujituanzhenghemeizhou、yazhouhezhongdongdiqudediandongcheziyuanhefazhan。
julejie,fushikangjiguanrunshedingdezhangqimubiaoshi,zaishijieevshichanghuode40%deshichangfene。
2023nian,youyuweinengjiejueciqianyufushikangzaitouzifangmiandezhengyi,fushikangchigubingfuzetouziheshengchandemeiguozaochexinshililuozidunqicheshenqingpochanbaohu。erzaimeiguochanyelianbujuzaoyucuozhehou,fushikangkaishijiangzhongxinzhuanxiangriben。
jinnian9yue,fushikangdiaozhuanchetou,xuanbujiangchongfenliyongzigongsixiapudelingbujianjishu,zizhujinxingchundiandongqichekaifa。erzaozai8nianqian,fushikangjiushougoulexiapuzheijiaribendianzichanpinzhizaoshangdesanfenzhiergufen,huodelehouzhezaidianzichanpinlingyudeshengchannenglihezhishichanquan。
jumeitibaodao,ciciyouyishougourichan,fushikangbujinkanzhongleqianzhedegongchangyushebei,yeduiqizhenggepinpaizuhepoganxingqu,baokuotanlu、sentrajiaochexilieyijigtrchaopaodeng。
zongtikan,fushikangsihuqiwangtongguokonggurichan,zhijiehuoquqizaidiandongqichezhizaodeshengchanchang、gongyinglianhejishuzhuanli,tongshiliyongrichandepinpaihequdao,zaibaokuoribenzaineidequanqiushichangxiaoshoudiandongchechanpin。
yanxia,richanzhengmianlinzheyejixiahuadeyali,zhengjiasutuijinqiyezhongzu。
2024cainianshangbannian(2024nian4-9yue),richanqichexiaoshouewei5.98wanyiriyuan,tongbixiajiang1.3%;yingyelirunwei329.1yiriyuan,tongbixiahua90.2%;jinglirunjianshao93.5%,zhi192.2yiriyuan。
jiyudangqiandimideyeji,richanqichexiadiaoledui2024cainiandeyuqi:xiaoshoushourucong14wanyiriyuanxiadiaozhi12.7wanyiriyuan;yingyeliruncong5000yiriyuanxiadiaozhi1500yiriyuan;quanqiuxiaoshoumubiaocong365wanliangxiadiaozhi340wanliang。
ciwai,richanhaicengxuanbu,jihuajiangdi20%dequanqiuchanneng,bingzaiquanqiucaiyuan9000ren。youyuzhaiwuweiji,richandeqianjingzhanwangyijingbeiyixiejigoujiangzhi“fumian”。
duiyufushikangdehushidandan,xunqiuyurichanhebingdebentianyebiandexiangdangjinzhang。jumeitibaodao,guanrunjihuazaifaguobaliyurichandagudongleinuodeshouxizhixingguanluka·demeiaojuxinghuitan。erbentianxiangguanrenshiduirichanjinggaocheng,“ruguorichanhehonghaihezuo,womendehezuojiuhuiyiqieguiling”。
造车不是造iPhone
yizhiyilai,fushikanghaishixiangbazuoshoujioemmoshibandaoqichelingyu,weitesiladenglongtouqiyefuwu,zuoqichexingyededaigongjutou。
2022nian10yue,honghaijituandongshizhangliuyangweijiufanghuacheng,“womenguoquzaopc、zaoshouji,xianzaikaishi,womenyaozaoev。”tongshi,tayebiaoshi,fushikangzaochedemudebushidazaozijidepinpai,ershixiyinqichedachanghezuo。
dancongciciyouyikonggurichanyijiciqianzairibenshichangdebujukan,fushikangduiyudiandongcheyewudeyuanjing,yijingbuzhizuodaigongpingtaineimejiandan。
duiyuzhijiezaoche,fushikangchuangshirenguotaimingciqiancengrenwei,zheibingbushiyijiannanshi,tacengbiaoshi,“pingguoqichebuguoshisigelunzideiphone。womenjirannengzaoiphone,weishenmejiubunengzaodiandongche”。
budebuchengren,zaiiphonededaigongyewushang,fushikangyizhiyongyoujudadechengbenhexiaolvyoushi,danzheibingbunengshuoming,dianzidaigongdejingyan,keyizhijiefuzhidaogongyingliangengzhang、zhenghenandugengda、zhangqigengzhangdeqichezhizaolingyu。
jishizaiqichejiasuzhinenghuadeshidai,qichezhizaoyushoujidaigongzaichanyelian、shangyemoshishangcunzaizhebuxiaodechaju。
daomuqianweizhi,fushikangsihuzhishizuodaole“nengzaoche”,erweizoudao“zaohaoche”zheiyibu。
yifushikangmodelcweili,gaichexingdingweishuyujincouxingchundiandongsuv,bulunshiwaixinghaishineishi,junshaoxianzhongyong。
jinnianyijidu,fushikangmodel cdeliangchanban,yinazhijieluxgen n7demingyizaizhongguotaiwanjiaofu。jumeitibaodao,jinnianqian8geyue,anzhaotaiwandiandongqicheguapaishupaiming,tesilamodel yyi5724liangpaimingdiyi, luxgen n7yi5115liangpaizaidierwei。
danbixuzhichudeshi,youyushichanghezhengceyinsu,taiwandiandongcheshichangjingzhengbingbuchongfen,xuduoguojicheqiduicichibaoshoutaidu。congquanqiushichangkan,fushikangduokuanchexingdexiaoliangshangweixingchengguimoyoushi。
ciwai,fushikanglingwaiyikuanciqianbeishouguanzhudechexingmodelb,baigonglijiasuwei6.6s,chundianxuhanglichengwei450km,donglihexuhangshuipingzhongguizhongju,shenzhiyaoluohouyudangqiandezhuliuchanpin。ciwai,youyumodelbzaoxingyudazhong id.3taiguoxiangsi,yeyincizaoshoulewaijiezhiyi。
eryouyuqicheminggaodu“zhijing”tesila,fushikangcengbeimasikecenggongkaidiaokan:“qicheheshoujixiangbifeichangfuza,nibunengquzhaofushikangzheiyangdegongyingshang,rangtazaoche。”
zaiciqian,banluchujiadefushikanggengyuanyiyidaigongchangdeshenfenyucheqidachenghezuo,danzheiyiluxianyudangqiangejiacheqizhuiqiushixianziyan、jiansheziyougongchangbeidaoerchi,genghekuangfushikangbingmeiyouzhengmingzijiyouzaohaochedenengli,zheikenengyeshiqixunqiukonggurichandeyuanyin。
yanxia,fushikanghaizaichangshizhanshizishendezaocheshili。
jinniannianchu,fushikangzaihenanchenglile100%konggudefushikangxinnengyuanqichechanyefazhan(henan)youxiangongsi;7yue,fushikangyuhenanshengzhengfuqianshulezhanlvehezuoxieyi,yituidongxinnengyuanqichezhengche、chunengdianchi、shuziyiliaohejiqirenchanyejididengxiangmuluodi。
zai2023nianshangbannian,fushikangcengfangchu“haoyan”,dao2025niangongsiqicheyewushourujiangda330yimeiyuan,bingzhanjuquanqiudiandongqicheshichang5%defene;2025-2027nianyaoqiangzhanzhongguo3000wanliangqichechannengde10%。
danzairujinzhongguoqichechanyechannengguoshengdeguankouxia,fushikanghaimianlinzhezaochezizhi、zhengcehefaguidengfangmiandetiaozhan。
erzuijin,fushikangdehuafengyousuopianzhuan。jinnian10yue,guanrunzaijieshoucaifangshibiaoshi,gongsizhengjinshentuijindiandongqicheyewu,tarenweiyewuhuanjingcunzaigaodubuquedingxing,ruoxingdongguokuaikenengzaoyubuce。
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