1) BYD
a) Since 2013, it has conducted more than ten on-site investigations on its production lines in Shenzhen, Changsha, Xi’an, Hangzhou, Guangzhou and other places. I once sat for 4 hours in a snack shop opposite the entrance of the battery factory in Kengzi, Pingshan, and counted The number of incoming and outgoing vehicles for various raw material transportation, and the number of employees entering and leaving the gate during shift shifts are used to demonstrate the operating rate of the battery production line;
b) Participate in various activities, exhibitions, Difan conferences, investor exchange meetings, etc. organized by BYD officials, and have close exchanges with end users, fans, and investors; through various occasions, extensively and deeply communicate with employees of BYD’s production and R&D departments Establish continuous personal contacts, ranging from B-level and C-level leaders, to F and G-level professional technical and management personnel, down to H and I-level front-line production workers, to understand the views of BYD employees at all levels on the company, their own Income, existing problems, and job status. Even in Pingshan, it was discovered that the Didi driver who was called by the call was a BYD employee.
c) Conduct continuous on-site research on BYD 4S stores in various places, visit stores in each city, communicate with and establish contact with 4S sales, understand the sales situation of 4S stores in various places, and communicate with investors and store managers of individual 4S stores Have a dinner and exchange various information about terminal sales.
d) Make full use of its own expertise and develop a web spider program specifically for BYD’s official supply chain information platform, collect hundreds of pieces of material bidding and project information released by BYD’s supply chain every day through the program, and establish its own data retrieval and mining system, Keep abreast of business trends in a timely manner.
e) Always pay attention to the information of the main information sources on the Internet, including but not limited to the “Environmental Impact Assessment Report” of various places, BYD’s environmental protection emission information, the official website information of the economic parks where the major production bases are located, satellite images such as Google Earth and Baidu Street View, and panoramas image information.
To sum up, over five years, I have established a human intelligence network about BYD, with a scale of more than 50 people. At the same time, I have built a technical intelligence collection system for BYD, and built my own through more than 5,000 hours of intelligence analysis. Information and intelligence interpretation and research system, and regularly publish a series of reports “Mofei’s Continuous Evaluation of BYD”, and continue to get acquainted with various BYD investors and researchers through the reports. Constantly revise and iterate on your own judgments and opinions.
Please see the next article: Research on the cloud of BYD
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