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PRC Business tycoons' ¥1B bet REVENUE COMPETION result 2013~2018 financial year GREE董明珠 vs 小米雷军 GVGT!

Tony Tan

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https://finance.sina.com.cn/roll/2019-03-21/doc-ihtxyzsk9142867.shtml

董明珠雷军10亿赌局胜负揭晓 格力小米似乎殊途同归

2019年03月21日 00:13 新浪财经综合






董明珠雷军10亿赌局胜负揭晓
来源:北京商报
北京商报讯(记者 金朝力)“我还没看到格力正式的财报,”3月20日,在小米2018年业绩发布会上,对于与格力电器(46.270, -0.34, -0.73%)掌门人董明珠10亿赌局结果的提问,小米集团CEO雷军回应道。3月19日,小米集团公布2018年全年财报,实现营收1749亿元。根据格力电器此前公布的全年业绩快报,格力电器预计2018年营业总收入2000亿-2010亿元。至此,雷军和董明珠的“10亿赌局”初见分晓。

这场备受瞩目的赌约始于2013年12月12日,彼时在“中国经济年度人物”颁奖典礼上,一同获奖的董明珠和雷军,分别作为传统行业实体模式和互联网营销模式的代表,约定了一个“10亿赌局”,赌小米的销售额五年之内能不能超过格力电器,赌资为10亿元。2013年,小米全年营收不足300亿元,格力电器营收约为1200亿元。

很多人认为,董明珠和雷军两个人只是开了个玩笑;但在2018年,随着赌约到期的日子越来越近,董明珠回应称,“我与雷军的‘10亿赌局’已经胜出。到时我想最好请公证处来公证下,请审计部门来一个完整的审计,”并表示自己准备了50亿元,企业也不会因此受到影响。

对于董明珠和雷军而言,胜负或许并不重要,因为这场赌局更重要的意义在于传统实业与互联网产业的对抗。当年的雷军认为,格力以空调为核心,已经持续引领了行业多年,未来的增长空间有限,行业的天花板已经触顶。

颇受关注的赌局不止这一个。早年,在互联网经济异军突起时,除了雷军与董明珠的10亿赌局,还有一个是马云和王健林针对实体商业与电商的1亿赌约。后者或许只是王健林的玩笑,毕竟万达也曾做过电商平台飞凡网;但对于前者,雷军代表的互联网模式制造业和董明珠代表的传统制造业的竞争已经延伸到商品生产环节,所以常被看作是互联网经济与实体经济的冲突,影响更为深远。

不过,在这五年的发展中,随着小米集团AIoT产品不断向空调、洗衣机等白电领域延伸,格力电器也发力手机、智能家居物联网业务,两家公司的业务界限越来越模糊。董明珠曾明确表示,智能化时代来临,格力做的生活电器都是要融为一体的,格力手机是格力布局“智能+”的关键一环。

产业观察家洪仕斌认为,一个是从互联网模式逐渐链接传统产业,一个是传统产业开始转型创新“互联网+”,格力电器和小米似乎殊途同归。

钉科技创始人丁少将认为,其实互联网经济就是实体经济,而国家出台宽松互联网经济政策,就是在鼓励实体经济。至于雷军和董明珠的赌约,也仅仅是实体经济内部两种实现模式的区别,这与马云和王健林的销售渠道之争,并无本质区别。

责任编辑:李锋








Dong Mingzhu Lei Jun 1 billion gambling wins and losses announced Gree millet seems to have the same goal


March 21, 2019 00:13 Sina Finance Comprehensive








Dong Mingzhu Lei Jun 1 billion gambling wins and losses announced

Source: Beijing Business Daily

Beijing Business News (Reporter Jin Chaoli) "I have not seen Gree's official financial report," March 20, at the Xiaomi 2018 performance conference, for the head with Gree Electric (46.270, -0.34, -0.73%) The question of the results of the 1 billion gamble of Dong Mingzhu, Xiao Jun, CEO of Xiaomi Group, responded. On March 19, Xiaomi Group announced its full-year earnings report for 2018, achieving revenue of 174.9 billion yuan. According to Gree Electric's previously announced annual performance report, Gree Electric expects to have a total operating income of 200 billion to 20 billion yuan in 2018. At this point, Lei Jun and Dong Mingzhu’s “1 billion gambling bureaus” were first seen.


This high-profile gambling contract began on December 12, 2013. At the "China Economic Person of the Year" award ceremony, Dong Mingzhu and Lei Jun, both of whom won the award, represented the traditional industry entity model and Internet marketing model respectively. , agreed to a "1 billion gambling bureau", betting on the sales of Xiaomi can not exceed Gree Electric within five years, the gambling capital is 1 billion yuan. In 2013, Xiaomi's annual revenue was less than 30 billion yuan, and Gree's revenue was about 120 billion yuan.


Many people think that Dong Mingzhu and Lei Jun are just making a joke; but in 2018, as the date of the bet expires, Dong Mingzhu responded that "I and Lei Jun's '1 billion gambling' have already Winning. When I think it is best to ask the notary office to come to the notary, ask the audit department to come to a complete audit, and said that they have prepared 5 billion yuan, and the company will not be affected.


For Dong Mingzhu and Lei Jun, the outcome may not be important, because the more important significance of this gambling is the confrontation between traditional industry and the Internet industry. Lei Jun of that year believed that Gree has been leading the industry for many years with air conditioning as its core. The future growth space is limited, and the ceiling of the industry has already peaked.


The gambling that has received much attention is more than this one. In the early years, when the Internet economy sprang up, in addition to the 1 billion gambling gamble of Lei Jun and Dong Mingzhu, there was also a 100 million gambling contract between Ma Yun and Wang Jianlin for physical business and e-commerce. The latter may be just a joke of Wang Jianlin. After all, Wanda has also done e-commerce platform Feifan. However, for the former, the competition between the Internet model manufacturing industry represented by Lei Jun and the traditional manufacturing industry represented by Dong Mingzhu has extended to the production of goods, so Often seen as a conflict between the Internet economy and the real economy, the impact is even more profound.


However, in the development of the past five years, with the extension of the Xiaomi Group's AioT products to the white electricity field such as air conditioners and washing machines, Gree Electric also exerted its mobile phone and smart home IoT business, and the business boundaries of the two companies became increasingly blurred. . Dong Mingzhu once made it clear that the era of intelligence is coming, and Gree’s life appliances are all to be integrated. Gree mobile phone is the key part of Gree’s “smart +” layout.


Industrial observer Hong Shibin believes that one is gradually linking traditional industries from the Internet model, and the other is that traditional industries have begun to transform and innovate "Internet +". Gree Electric Appliances and Xiaomi seem to have the same goal.


Ning Shaojian, the founder of Nail Technology, believes that the Internet economy is actually a real economy, and the country’s loose Internet economic policy is to encourage the real economy. As for the gambling contract between Lei Jun and Dong Mingzhu, it is only the difference between the two modes of realization within the real economy. This is not fundamentally different from the dispute between Ma Yun and Wang Jianlin.



Editor in charge: Li Feng
 
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