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年终盘点 | 2022,这些大佬「翻车」了?

Year-end inventory | 2022, have these big guys “rolled over”?

moomoo News ·  Dec 24, 2022 06:48

Source: zinc scale

Author: Chen Dengxin

In 2022, Huang Guangyu worried about his livelihood, and Li Yinan had to work hard to stop the bleeding in time. Musk still went his own way so that the outside world could not guess. Zeng Yuqun was no longer in power, but only Wang Chuanfu came out.

2022 is a memorable year.

This year, the shock of the global economy has made many enterprises unforgettable, followed by the singing of business leaders on the stage: some people do not match their strength and ambition, so they have to feel sad; some people bet half their lives, but in vain; some people are recalcitrant, causing public discussion; some people are glamorous in front of the stage, bitter behind the stage; some people rise abruptly based on their accumulated strength, and eventually change their lives.

Looking back, the joys and sorrows of the boss and the boss are not the same.

Key word 1: broken dreams

  • Huang Guangyu "Jiao Tou", Li Yinan "bad amount"

In 2022, Gome has embraced e-commerce for 20 years.

Twenty years ago, China's e-commerce is in its infancy, the spring of the industry is quietly approaching, Huang Guangyu keenly smelled the opportunities of e-commerce, "Gome must be offline and online combination."

Shopping malls are like a battlefield, only fast but not broken.

Huang Guangyu, who made up his mind, set up the Ministry of Electronic Commerce in October 2002 and tried to operate Gome's online mall in January the following year, which opened the prelude to Gome's "e-commerce dream".

Unexpectedly, Huang Guangyu got up early in the morning to catch up with the evening collection.

Due to the superposition of multiple factors, such as offline and online interest constraints, online battles and strategic indecision, even Huang Guangyu's ever-changing style of play in the e-commerce field has not improved.

As a result, Gome from taking the lead, to running side by side, and then to following, eventually became a companion.

After he was released from prison, Huang Guangyu made another bet on e-commerce, constantly adding "really happy" APP, eager to restore Gome to its original market position.

The ideal is very plump, the reality is very bony.

"True Happiness" follows the example of Taobao to launch the live broadcast function, JD.com to launch the 99 membership function, and Pinduoduo to launch games and group buying functions. After all, it is nothing but a "stitching monster" and the last straw to crush Huang Guangyu.

According to the latest financial report of Gome, the operating income in the first half of 2022 was 12.109 billion yuan, down 53.46% from the same period last year; the loss was 2.966 billion yuan, compared with a loss of 1.974 billion in the same period last year, and the loss further expanded by 50.3%; and the cash flow was 55.35 million yuan, compared with 648.7 million yuan in the same period last year.

The capital chain is under pressure and is visible to the naked eye.

As a result, Gome stood on the edge of the cliff and Huang Guangyu came to the crossroads of fate.

The share price of Gome is appalling.

Like Huang Guangyu, Li Yinan also broke his dream.

Li Yinan, the former "crown prince" of Huawei, founded Niu Technologies after leaving office and successfully opened up a subdivision track for high-end two-wheeled electric cars.

After Niu Technologies hit the road, Li Yinan had the idea of building a car.

However, Li Yinan thought it was easy to build a car, from the release of the "self-traveler" brand to the launch of the new car, and then to the inability to deliver, it took only a little more than a year.

To make matters worse, Niu Technologies, who is careless about Li Yinan, is caught in a growth dilemma.

Niu Technologies paid attention to sinking the market but did not open the situation, and his intelligence was a bit inadequate, so he went downhill and was hunted by two rounds of electric forces, old and new.

In the third quarter of 2022, Niu Technologies's operating income was 1.153 billion yuan, down 6.0 percent from the same period last year. Net profit was 2.9 million yuan, compared with 91.7 million yuan in the same period last year. Reflecting the capital market, Niu Technologies's market value shrank by more than 90 percent.

Now, Li Yinan has lost two ends.

Keyword 2: dispute

  • Musk's "slutty" and Zeng Yuqun's "enchantment"

As a global "Internet celebrity", Musk has always been the focus of the Internet, and 2022 is no exception.

On the one hand, the collapse of the currency ring caused Musk trouble.

In 2020, the currency circle was so hot that no one thought that Musk could not resist the temptation to buy bitcoin, support dog coin, and become the boss of the currency circle.

After that, the trend of virtual currencies such as Bitcoin and Dog Coin was shrouded by Musk's words and deeds, while countless speculators lived in the shadow of fear dominated by him. "as long as I move my mouth, I may change the market."

More ironically, Musk is well aware of the risks. "Yes, it's a scam."

In other words, Musk pretended to be confused.

But do not want to, the market situation sudden change, plummeting has become the key word of the currency circle.

For example, Bitcoin hit a peak of $48000 in 2022 and fell by 64.72% to $16934.65 as of December 12.

As a result, there was a lot of sadness, and people vented their anger on Musk.

According to several media reports, on June 16, 2022, an investor in the dog coin took Musk to court on the grounds that Musk and his company had been promoting and supporting the cryptocurrency since 2019, knowing that the dog coin had no value. caused about $86 billion in losses to investors and demanded double compensation of $258 billion.

If he loses the case, Musk may lose his fortune.

On the other hand, the acquisition of Twitter has pushed Musk to the top of the wave.

Since Musk took over Twitter, the controversy has never stopped: at home, wave after wave of layoffs, pessimism against the sky; external, eager to match the bid Weibo Corp, Wechat, ridicule.

As a result, there is speculation that Twitter is going to get cold.

This is not groundless. General Motors Co has suspended advertising on Twitter, and Volkswagen and Ford have also said they will re-evaluate.

According to InsiderIntelligence, the number of monthly active users of Twitter is expected to decline by nearly 4% in 2023 and 5% in 2024, totaling more than 32 million.

Like Musk, there is Zeng Yuqun in the Ningde era.

Before, Ningde era in the capital market, can be described as like a fish in water, but after 2022 is in a mess.

As of December 12, the annual decline of the Ningde era was 29.53%, while the Shanghai Composite Index, Shenzhen Composite Index, gem Index and Kechuang 50 fell by 12.66%, 23.28%, 27.72% and 28.15%, respectively.

It is optimistic that the voice of the Ningde era is weakening.

The reason for this has a lot to do with his "ghost stories".

If the main engine factory wants to grasp the profit flow of the value chain, it will not tolerate being controlled by others for a long time; the players on the track are becoming more and more inward, and the market is moving from the Red Sea to the "sea of blood"; the price of raw materials upstream is rising, and the pressure on the downstream is becoming more and more serious.

In this way, Zeng Yuqun also fell off the altar.

Against this background, Zeng Yuqun, who served as chairman and general manager since August 1, decided to make more efforts, eager to seize a greater voice in the industry and return to the peak.

In this regard, Zeng Yuqun said: "other players rely on prices to grab the market, but the cost in the Ningde era must be the lowest and the supply reliability is the highest." "

Keyword 3: out of position

  • Wang Chuanfu is "patient", and the wind comments are reversed.

In 2022, there will be frustrations and naturally triumphs, of which Wang Chuanfu is a typical representative.

Wang Chuanfu, who originated from the grassroots, is supposed to be an inspirational figure, but in fact, on the contrary, his reputation has not been good for many years, which has nothing to do with Foxconn's Terry Gou.

"A few years ago, Wang Chuanfu came to me and asked Hon Hai to help him make battery cases. I also showed him around the Foxconn factory. As a result, when he saw that we were making money, he poached more than 400 of my cadres and stole tens of thousands of documents. "that's what Terry Gou once said.

In order to compete for the share of mobile phone contract manufacturing, Wang Chuanfu and Terry Gou became enemies in 2006.

Although the matter was finally settled properly, Wang Chuanfu's image plummeted and was labeled "Low" and could not be torn off for a long time.

As a matter of fact, Wang Chuanfu made no secret of the way of playing "from imitation to innovation". In the face of long-term doubts from the outside world, Wang Chuanfu also chose not to bury his head in doing things.

The characteristics of the founder also determine the temperament of the enterprise.

Once upon a time, BYD was at the bottom of the automobile disdain chain, and the wind reviews were not high. There was a steady stream of ridicule and even malice from the outside world compared to YD's car owners.

But do not bear to think that 2022 can be called the "first year" of hybrid, BYD, who took the lead, became the biggest winner of the hybrid momentum, and then superimposed the assists of blade batteries to become a head player on a par with Tesla, Inc..

With its accumulated strength, Wang Chuanfu's comments have also been reversed.

Not only become a symbol of new energy vehicles, but also become guests everywhere, all because of BYD construction, the planned capacity of up to 6 million vehicles.

However, Wang Chuanfu cannot rest easy.

Other players are also adding code mixing, relatively insufficient intelligence, impact of high-end to be tested, whether production capacity can be converted into production, whether profitability continues to improve …...

From this point of view, there are still thorns in Wang Chuanfu's future, so don't repeat the mistakes of Bilibili Inc..

All in all, in 2022, Huang Guangyu worried about his livelihood, Li Yinan had to work hard to stop the bleeding in time, Musk still went his own way so that the outside world could not guess, Zeng Yuqun monopolized the power but no longer, only Wang Chuanfu survived.

So where should the bosses go in 2023?

Edit / Corrine

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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