I was shocked when I just heard rumors at the end of April. 360? Good guys, Zhou Hongyi, it is a real man who dares to say, this is lively! But calm down, small detective is also a bit wonder, 360 is now in late late? A Internet security technology company, can it give the car company substantive thing?
■ It may be 360 ”last entry”
For the vote, the Lei Jun said that the car is his last job industry. In fact, I think, this sentence is put on Zhou Hongyi’s body is more worthy. We don’t first review the investment process of 360 these years.
After 80, 90, the 360 is most profound, and the “3Q Wars” before and after 2010; Starting by free security software, gaining the huge load of domestic PC, and relying on the application of distribution and advertising services, the 360 in the early years can be said that there is no two. With the development of smartphones, people spend on mobile phones gradually than PC.
In the face of the moving end air, 360 has done a lot of safety. For example, through the smartphone frenzy, the 360 mobile assistant is “necessary software” that is very hot in that year. However, a lot of 360 preparations, and finally didn’t make a lot of achievements. In 2015, 360 announced the manufacture of smart phones, but the front and rear models were flat in the market, soon being flooded by large factories such as “Huami OV”, mobile phone business was suspended in 2019, team transformation to be old smart watch .
With 2015, live broadcast fire, all live broadcast platforms emerged as the rain. Then 360 hatched the pepper live broadcast, Zhou Hongyi even brought the team to grind the product. The growth of peppers is very good, and 300 million yuan of A round financing, and the day will break through 5 million. However, in 2018, the pepper live and the six-room consolidation were encountered. Then encounter the content of the live industry in homogenization, vicious competition, three vulgar content rectification, etc., plus short video shocks, live broadcast is super app The accessory function.
The total feeling 360 did not keep up with the interconnectionThe rhythm of the development of the network, what do others do, what I will do. Thinking the 360, I have also made over-flow media, children’s safety seats and other products, but you know, the car post and the surroundings are not the mass market, “safe” corporate image is also sold, also Failure to make these “side angles” become 360 new business growth points.
In 2018, the market value of 360 was gradually lowered after a high level of 440 billion yuan. Three years have passed, 360, which have been transferred to the equity transfer, has evaporated to 350 billion yuan. The investment community has such a view at the beginning of this year: 360 has already walked in the crossroads, and the selection of the next step may be dead. The Internet is open, and 360 will not kill the lecture products. It is not difficult to see the confused and anxiety of this Internet technology company. 
■ The new power of the car “Best fourth person”
“Weilan, Xiaopeng, ideal is listed, so I can choose the space. Traditional car factory may not I need me, I am more willing to choose a startup. ” The view of Zhou Hongyi seems to be originally wanted to vote, but did not catch up, the traditional brand cooperation is not realistic, so which is selected.
In the new year of domestic car, from the perspective of the online sound, Tesla has taken more than 80% of the attention, Yulai, Xiaopeng, ideal Three melons are left. Because of this, it seems a little strange in our mind. For the reason, marketing is on the one hand, I think there are two reasons why I think there are two:
1. Which is a parity route, the four product prices cover 6-77 million yuan, no high-end models; 123]
2. Which car still lacks brand business cards, and the marketing capacity is limited.
But the words come back, the sound of others is high, and it does not mean. In fact, can be said to be the “best fourth person” that follows the new forces. From the sales volume, the accumulated sales in the first quarter of this year reached 7,443, and the year-on-year increase of 390%, followed by Wei, Xiaopeng, ideal. 3,246 and 4015 units were sold in September, respectively. Newly listed U PRO two-week order breaks 5000, 4 children have gone, big and steady growthtrend. 
However, where the outside world sold where to sell, there is a doubt. The founder Zhang Yong Zeng said: Which N01 is about 90 percentage sold to an individual, which is about half of the company and individuals.
Which is not to be rushing. This year, the Shanghai Auto Show debut is a new car to Si Xiaopeng P7 and Model 3. The pure version of the endless mileage is over 800 kilometers. The speed of 100 kilometers is 3.9 seconds, and the L4 automatic driving in some scenes is also supported. Have a mixed version, this meaning, is it “added BYD Han”?
I believe which of the launched S is, it will not depend too much on the B-terminal market, otherwise how to expand the size of the user. If Xiaopeng is a variety of forms of forms, so, the route is first taking the base plate, and then pondering the high end of the impact. This year, there must be a good idea to be recognized by the outside world. After all, there are 50,000 units. Goal, you must be ready to go public.
Therefore, I think that is more like a potential stock, just like talented, but sitting in the corner crazy brush question.
■ What can 360 brought? 
360 Before “Charity”, I don’t say that it didn’t have a thing with the car. As early as 2016, the 360 network offensive and defense laboratory cracked the Tesla automatic driving system, which can remotely unlock the door and drive away, and even seize the steering wheel control. That year, 360 will bring the automobile network security issue into the top hacker conference Blackhat. The red cannon even has even said: “There is a vulnerability in Tesla, the factory after 2017, which can be remotely controlled.” This speech was despised by Mask.
At the same time, 360 Sky-Goteam is also a team that is the first to work on automobile safety research in China. The team found and cooperated in 2019 to fix the 19 intelligent network vulnerabilities of Mercedes-Benz, and Mercedes-Benz also awarded a “Vulnerability Report Award” for 360, and 360 is also the world’s first technology company partner.
In addition, 360 and more than 70The percentage of mainstream automotive manufacturers cooperate, through the “360 Automotive Safety Brain” to intercept the network attack. As of early 2020, vehicles connected to “360 car safety brain” have exceeded 500,000 units.
So, what kind of changes can you ask 360 to bring it, safe must be less. In the case of the numerous effective information in the press conference, the future two will still land the cooperation achievements in a model of 100,000 yuan, which also fits the “Let the user bought”, even with the age of 360 Anti-virus completely free thinking has a feeling of distinguishing.
Individual believes that 360 is in the game before listed, and the possibility of rapid set of walking people after listed, this is not a style of Zhou Hongyi. 360 If you want to make Huawei Tier1, help the main factory to create better cars, which is a good depth partner:
1. Can you provide C-terminal marketing condensation;
2. 360 It is possible to achieve higher levels of automotive network security above.
And everyone has found that Tesla is very weak, and the security of smart cars is again a focus of discussion. At this time, the 360 company is working with the company’s cooperation, it is simply borrowing a free Dongfeng!
In the past few years of investment choices in the past few years, this time is different, 360 is not followers, because the automotive network security topic is still It is a blank area, 360 corporate image, technology accumulation, and cooperation experience can play an important role in car companies.咱 也 也 是 点, if this time node, the 360 attack and defense team resembles a crack smart car (if you can do), the picture of the public does not dare to think! It is also extremely advantageous for both companies in the capital market.
■ Small detective summary 
Huawei has a soft-hardware driving plan, millet has an IoT ecology, and both of them have a large number of faithfulness in China. 360 is different, cyber security is something that is difficult to be quickly perceived by users, it won’t make you more convenient, more cool,But indispensable. In the PC, I use safely 360, miss the mobile Internet, but it won’t miss the smart car. Difficult brothers, or strong complementation? It is not, one of them is the technology of the lost road, one is the entrepreneurial vehicle enterprise that is thick.
This article and the map are all uploaded from the media users, and does not represent the platform viewpoint.
