Focusing on the two core businesses of automotive electronics and new energy
Release time:
2023-05-11 17:46
Source:
The fundamental problem of imbalanced supply and demand lies in the lack of transparency in information exchange and transmission between upstream, midstream, and downstream, resulting in a significant gap in the predicted numerical results; At the same time, "the correction speed of the prediction model is too slow" and "semiconductor production must take three months. If the problem is found to be incorrect, it will need to be corrected later, and it has already been three months. In our opinion, this may also be one of the original intentions of the General Assembly in organizing such roadshows, as domestic car manufacturers need to overtake on curves and connect with semiconductor factories or wafer factories from the source. The important thing in the process is to establish a foundation of trust.
Da Lian Da invests a lot in AI, talent, resources, and equipment, which is what it does. AI can make our prediction models more accurate. When we find abnormalities, we can communicate and coordinate with customers or original factories on how to correct them. So Da Lian Da is not only about building logistics, but also the industry's largest investment in AI, talent, and resources. In the future, we need to make production and sales more effective, which is a very important link ”The role of an agent is no longer just about buying and selling as before, but requires strengthening supply chain management. Agents need a strong platform
If we want to talk about the changes in the role of distributors in the process of value chain transformation, several interviewees from the United Nations University of China have mentioned several key points (1) The so-called direct cooperation between the car factory and the original factory does not mean that the original factory actually hands over the goods to the car factory - more importantly, it still needs to be handed over to Tier 1 because there are too many things, about tens of thousands of pieces of material - the original factory still hopes that the agent will do such a job and help me hand over the goods to Tier 1. Tier 1 itself has hundreds of customers
If we really hand over the goods directly to the car factory, the car factory needs to add a lot of manpower and systems. "" How to manage hundreds of Tier 1 companies? Car factories do not have the knowledge and experience in this area. "Shen Weizhong said," We have a strong enough platform to help customers simplify material management. "" Let customers understand the supply situation, optimize the supply chain, and not affect production
(2) In addition, "the original factory also hopes that the agents can help them solve many unexpected events in the backend supply chain." Shen Weizhong cited an example from last year's lockdown period of the Shanghai epidemic, Because we have a powerful system, there have been no major issues with the materials supplied by several car factories in Shanghai. I think this is the value we can now demonstrate. Of course, our logistics and supply chain management platform is still being optimized, and there are many things that need to be improved
(3) The role we play in the OEM factory is becoming increasingly important. They hope that we can manage the OEM factory to some extent to help them share their worries. Because they really can't spend too much energy managing so many OEM factories, including issues such as long and short materials in the OEM factory. This is clearly the part that the agent is good at.
(4) It is an inevitable trend for Chinese cars to go overseas. In overseas departments, they must meet local qualifications, which is also an advantage of our university; Relatively speaking, the management costs that OEM companies need to spend will be much lower. So with the export of automobiles, it may be in the Indian market. The core components will definitely be designed domestically
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