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那個(gè)打算干掉特斯拉的中國人

那個(gè)打算干掉特斯拉的中國人

Norihiko Shirouzu 2016年04月28日
樂視認(rèn)為,在今后的汽車行業(yè)中,自己的優(yōu)勢(shì)之一是沒有過去的包袱?,F(xiàn)有汽車廠商跟和傳統(tǒng)發(fā)動(dòng)機(jī)的淵源太深,無法迅速轉(zhuǎn)向電動(dòng)技術(shù)。

未來的汽車將是純電動(dòng)、自動(dòng)駕駛,有高速網(wǎng)絡(luò)相連……而且免費(fèi)。

而且,很可能是中國制造。

至少,億萬富翁創(chuàng)業(yè)者賈躍亭是這么看的,賈躍亭中國科技行業(yè)里有志通過精研技術(shù)改變汽車行業(yè)版圖的新生代代表,他們的目標(biāo)是對(duì)美國高檔電動(dòng)汽車先鋒特斯拉發(fā)起沖擊。

在北京樂視控股總部,身著黑色體恤衫和牛仔褲的賈躍亭在接受采訪時(shí)說:“特斯拉是一家偉大的公司,把全球汽車業(yè)帶進(jìn)了電動(dòng)時(shí)代。但我們(樂視控股)不僅僅是造車。我們認(rèn)為汽車是裝了四個(gè)輪子的智能移動(dòng)設(shè)備,本質(zhì)上跟手機(jī)或平板電腦沒有區(qū)別。我們希望超越特斯拉,帶領(lǐng)行業(yè)邁進(jìn)新紀(jì)元。”

中國政府為了推動(dòng)向清潔能源的電動(dòng)汽車轉(zhuǎn)移,最終取代汽油車輛,向財(cái)大氣粗的科技公司開放了汽車行業(yè),所以業(yè)內(nèi)涌現(xiàn)了一波創(chuàng)業(yè)潮。但也有人很懷疑,樂視這樣的初創(chuàng)企業(yè)要怎樣實(shí)現(xiàn)宏大愿景。

為了顯示決心,43歲的賈躍亭上周主持了LeSEE超跑概念電動(dòng)車車發(fā)布會(huì),瞄準(zhǔn)特斯拉Model S的產(chǎn)品。這輛“智能、聯(lián)網(wǎng)、自動(dòng)駕駛”汽車還將在本周的北京車展上亮相。

賈躍亭對(duì)路透社表示:“人們都在質(zhì)疑我們的想法,嘲笑我們,覺得一家小型IT公司不可能造出跟寶馬和特斯拉之類世界知名品牌抗衡的汽車。堅(jiān)持下來并不容易,但我們做出來了?!?/p>

內(nèi)華達(dá)制造

樂視控股希望幾年后能在拉斯維加斯附近的工廠生產(chǎn)LeSEE轎車。目前工廠正由樂視在美國的戰(zhàn)略合作伙伴、賈躍亭參與投資的法拉第(Faraday Future)修建中。屆時(shí)產(chǎn)品將在美國和中國銷售。再往后,樂視還計(jì)劃在中國生產(chǎn)電動(dòng)汽車,而且可能會(huì)和北京汽車合作。

賈躍亭指出,聯(lián)網(wǎng)電動(dòng)汽車的定價(jià)模式將是“顛覆性”的,類似于樂視在中國推廣的手機(jī)和電視。樂視經(jīng)常被稱為中國的Netflix,以后還會(huì)向駕駛者銷售影視音樂等內(nèi)容以及服務(wù)。這就是賈躍亭說“總有一天汽車會(huì)免費(fèi)”的原因。短期內(nèi),這款車的顛覆性更可能是“性能翻倍,價(jià)格折半”。

除了樂視,百度、阿里巴巴、騰訊和小米等重量級(jí)科技公司都投資了多家電動(dòng)汽車初創(chuàng)企業(yè),如蔚來汽車和長(zhǎng)城華冠。業(yè)內(nèi)普遍預(yù)期中國將鼓勵(lì)公交、出租和旅游公司使用電動(dòng)汽車。

樂視控股聯(lián)合創(chuàng)始人、副董事長(zhǎng)劉弘告訴路透社:“我們用全新的方式來定義新款汽車……而不是抄襲蘋果公司和特斯拉。我們的產(chǎn)品并非現(xiàn)有車型的升級(jí)版,而是革命性的……此前從未出現(xiàn)過。”

投資云服務(wù)

從機(jī)械角度講,電動(dòng)汽車較容易制造,從而降低了行業(yè)門檻。但不少人懷疑中國的初創(chuàng)公司要怎樣獲得資金,才能造出數(shù)以萬計(jì)革命性的電動(dòng)汽車,畢竟汽車制造十分復(fù)雜,從設(shè)計(jì)到采購上萬種零部件和系統(tǒng)步驟繁瑣。

戴姆勒稱,大中華區(qū)業(yè)務(wù)負(fù)責(zé)人唐仕凱上月受邀赴樂視參觀并了解其經(jīng)營模式。

劉弘對(duì)路透社表示:“我告訴唐仕凱先生,我們將重新定義汽車。對(duì)我們來說,電動(dòng)汽車只是另一塊屏幕。我們認(rèn)為未來的汽車將是互聯(lián)網(wǎng)的延伸,是通過網(wǎng)絡(luò)銷售內(nèi)容和服務(wù)的又一入口。”

賈躍亭無法回避資金問題。過去三年中,曾有人懷疑他失蹤,并且由于跟已落馬的令計(jì)劃五弟令完成關(guān)系密切而被扣押了護(hù)照。令計(jì)劃是去年因涉嫌貪腐接受調(diào)查的中共高官。

賈躍亭說他并不是玩失蹤,而是在加利福尼亞的一家酒店研究特斯拉,組建電動(dòng)車技術(shù)開發(fā)團(tuán)隊(duì)。他說:“那段時(shí)間確實(shí)比較艱難,因?yàn)橥饷嬷{言滿天飛,公司內(nèi)部也陷入了混亂?!睋?jù)賈躍亭介紹,當(dāng)時(shí)樂視就在把業(yè)務(wù)延伸到流媒體、手機(jī)和電視以外,“(如果)任何一項(xiàng)合資業(yè)務(wù)失敗,我們都會(huì)破產(chǎn)?!?/p>

為了給籌集資金發(fā)展電動(dòng)車業(yè)務(wù),賈躍亭的姐姐拋售了手中的樂視股票,把所得資金以無息貸款方式借給了賈躍亭。賈躍亭也賣了部分股票。

賈躍亭說,令完成跟樂視控股的關(guān)系“只是財(cái)務(wù)投資”;他從未見過令完成,護(hù)照也從未被扣押過。

漫漫長(zhǎng)路

賈躍亭在山西農(nóng)村長(zhǎng)大,曾在縣地稅局當(dāng)過一段時(shí)間技術(shù)人員,后來自己開公司賣計(jì)算機(jī)配件,還開過餐館,辦過私立學(xué)校。就在中國電信進(jìn)入農(nóng)村市場(chǎng)之際,賈躍亭聽取一位親戚的建議開始銷售手機(jī)基站天線電池。

2003年,賈躍亭開著二手豐田到了北京,打算用手中的20萬元人民幣幫助北京西伯爾通信科技有限公司通過移動(dòng)流媒體業(yè)務(wù)發(fā)展。2007年,西伯爾在新加坡上市。隨后,賈躍亭和劉弘一起注冊(cè)了樂視。如今,樂視在中國、美國和印度有1.1萬名員工,上市業(yè)務(wù)2014年實(shí)現(xiàn)68億元人民幣收入。

同事和朋友們說賈躍亭是個(gè)精明的生意人,“吃飯時(shí)會(huì)大方埋單”,“總在工作”。福布斯估算,賈躍亭的身家為48億美元。

為了從樂視的IT背景向汽車行業(yè)過度,賈躍亭入股了設(shè)在美國加州的Atieva和法拉第,還跟阿斯頓馬丁以及北京汽車建立了合作關(guān)系。

樂視超級(jí)汽車首席執(zhí)行官、前上汽通用總經(jīng)理丁磊說,在今后的汽車行業(yè)中,樂視的優(yōu)勢(shì)之一是沒有過去的包袱?,F(xiàn)有汽車廠商跟和傳統(tǒng)發(fā)動(dòng)機(jī)的淵源太深,無法迅速轉(zhuǎn)向電動(dòng)技術(shù)。

“你看,傳統(tǒng)OEM汽車廠商是不可能顛覆自己的。但我們這樣的公司就可以馬上發(fā)展純電動(dòng)汽車。”

譯者:Charlie

審校:夏林

Tomorrow’s cars will be all-electric, self-driving, connected to high-speed communications networks … and free.

And probably Chinese.

That, at least, is the vision of Jia Yueting, a billionaire entrepreneur and one of a new breed of Chinese who see their technology expertise re-engineering the automobile industry, and usurping Tesla Motors TSLA -0.76% , a U.S. pioneer in premium electric vehicle (EV) making.

“Tesla’s a great company and has taken the global car industry to the EV era,” Jia said in an interview at the Beijing headquarters of his Le Holdings Co, or LeEco. “But we’re not just building a car. We consider the car a smart mobile device on four wheels, essentially no different to a cellphone or tablet.“We hope to surpass Tesla and lead the industry leapfrogging to a new age,” said Jia, wearing a black T-shirt and jeans.

A wave of EV start-ups has emerged in China after the government opened up the auto industry to deep-pocketed technology firms to drive a switch to cleaner electric as an eventual alternative to gasoline cars. Skeptics wonder just how start-ups like LeEco will deliver on their grand visions.

As a sign of intent, 43-year-old Jia last week unveiled the LeSEE electric concept supercar, a rival to Tesla’s Model S. The “smart, connected and self-driving” car will be displayed at this week’s Beijing autoshow.

“People questioned our idea, a small IT company building a car to compete with the BMWs and Teslas of the world, and laughed at us. It wasn’t easy, but here we are,” Jia told Reuters.

Made in Nevada

LeEco hopes to start producing a version of the LeSEE in a few years at a plant being built near Las Vegas by U.S. strategic partner Faraday Future, in which Jia has invested. Those cars would be sold in the United States and China. Further ahead, the plan is to produce electric cars in China, too, probably through a partnership with BAIC Motor.

The web-connected electric cars will have a “disruptive” pricing model similar to phones and TV sets LeEco markets in China, Jia says. His company, often called China’s Netflix, will sell movies, TV shows, music and other content and services to drivers of its cars. That’s why he says “one day our cars will be free.” Nearer-term, the disruption is more likely to be “double the performance at half the price.”

Beyond LeEco, Chinese tech heavyweights including Baidu , Alibaba, Tencent and Xiaomi have funded more than half a dozen EV start-ups, such as NextEV and CH-Auto. It’s widely expected China’s bus, taxi and courier firms will be encouraged to go electric.

“We define our car in a whole new way … instead of copying Apple and Tesla,” LeEco co-founder and vice chairman Hank Liu told Reuters. “Our products are not upgraded from those that already exist. They are revolutionary … products that never existed before.”

Funding Clouds

While the entry barrier has been lowered as electric cars are, mechanically, relatively simpler to produce, skeptics query how China’s start-ups will fund and make tens of thousands of industry-changing EVs—from design through to procuring the 10,000 or so parts and systems needed for the finished product.

Daimler said Hubertus Troska, head of its Greater China business, was invited to LeEco last month to get to know the company and its business model.

“I told Mr. Troska we’re going to redefine the car,” Liu told Reuters. “EVs for us are just another screen. We see cars in the future as an extension of the Internet, another entry point for us to sell web-based content and services.”

Jia has also had to overcome questions on his funding. In the past three years, there was speculation he had disappeared and had his passport confiscated because of his ties to a brother of Ling Jihua, a high-ranking Communist Party official who was arrested last year and is under investigation for graft.

Jia says he did not go missing, but was in a California hotel researching Tesla and recruiting a team to develop EV technologies. “It was a difficult time for me because we faced a lot of external rumors and internal turmoil,” he said, noting LeEco was then expanding beyond its streaming, mobile and TV businesses. “(If) any of those ventures failed, we could have gone belly up,’ he said.

To help fund LeEco’s EV push, Jia’s sister sold her stake in the company and lent the money to him interest-free. He also sold part of his own stake.

He said Ling Wancheng, the disgraced official’s brother, is a “mere financial investor” in LeEco; he never met Ling Jihua; and his passport was never confiscated.

Long Road

Growing up in a rural Shanxi town in northern China, Jia worked briefly as a computer technician at a tax office before setting out on his own, selling computer accessories, and running restaurants and private schools. Acting on a tip from a relative, he began selling batteries to power cellphone tower antennas—just as China Telecom pushed into the rural hinterlands.

In 2003, he drove his used Toyota to Beijing, with 200,000 yuan (around $31,000 at current rates) in cash, seeking to grow his Sinotel Technologies business by adding simple mobile video streaming. He took the company public in Singapore in 2007. With Liu, he registered what is now LeEco – a group now employing 11,000 people in China, India and the United States. Its listed business had 2014 revenue of 6.8 billion yuan ($1.05 billion).

Colleagues and friends say Jia is a shrewd businessman, “generous in picking up the tab for meals” and “never stops working.” Forbes values him at $4.8 billion.

To vault from LeEco’s IT background to the auto industry, Jia has built ties with California-based Atieva and Faraday Future, and has a partnership with Aston Martin and a cooperative relationship with BAIC.

Ding Lei, LeEco’s auto chief and a former top official at General Motors’ China venture with SAIC Motor , says part of LeEco’s advantage in tomorrow’s auto industry is that it carries no baggage from today’s. Traditional automakers are too wedded to combustion engine technology to quickly jump to electric technology, he reckons.

“Look, this disruption can’t come from traditional OEMs (automakers). But a company like us, we can go directly to pure electric cars.”

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