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酷派生死战:持续亏损等待资金救援 全面收缩国内业务

2017-08-17 17:29:19   中国经济网

乐视自2016年下半年以来遇到的麻烦,对低谷中的酷派可谓雪上加霜。11月,乐视控股CEO贾跃亭在内部信中称公司发展节奏过快,供应链压力骤增,对手机业务持续发展造成极大影响。受乐视影响,酷派的股价一路下挫,最低时一度跌到了每股港币0.66元,3月30日停牌前股价为0.72港元。

一系列的转型尝试不成功,带来的是市场占有率的不断降低。与此同时,国内市场格局日益稳定,市场份额正不断集中。

全面收缩国内业务

在渠道会开场,刘江峰就指出,乐视和酷派是两家公司。除了股权,目前和乐视没有业务往来。新发布的COOL M7放弃了乐视EUI,采用了全新定制的Journey UI,但其中依然内置了乐视视频APP。

“目前自有的资金还能维持一些产品上市,每个月还有几十万台出货。在资金有限的情况下,优先保证海外,目前在美国市场表现不错。中国市场投入上是要求比较高的市场,现在从风险考虑,中国市场投入有所减少。”为了不火烧连营,酷派正在全面收缩国内业务,优先发展海外。

在渠道上,公开渠道在重点区域重点省份进行重点投入,由于投入较大,全国的线下促销员已经从3000-4000人缩减到700-800人。运营商市场会重新回归,电商渠道则推出了酷玩系列。

关于资金缺口,刘江峰形容是“端着金饭碗讨饭”,目前酷派难以从银行获得贷款,而在深圳、东莞、西安等地有大量土地资源——“做房地产变现是最容易的,可以直接卖地,也可以用土地来做资本的合作。”

他也指出,对现有股东信心不够。“正常几个亿就可以盘活,酷派有这么多资产,但是因为几个亿不能活动。中间有无数机会可以解决资金问题的,半年前都谈过(卖地),但董事会过不了。”他表示,除了地产很多实业厂家也有兴趣。

在资金困境外,目前的酷派在品牌、渠道、产品均已处于弱势地位。目前,国内手机日常份额日益集中,二季度的数据显示,华为、OPPO、vivo、小米、苹果五家的市场份额总量占到77.2%。

一位手机行业从业者向记者分析认为,苹果、三星、华为、vivo牢牢占领了各自目标消费群体。而酷派从一开始步入手机行业,便集中耕耘与运营商捆绑市场,通过股份等手段和运营商利益捆绑,当运营商补贴政策结束,没有留下自己鲜明的品牌诉求,产品落地的公开渠道弱,随后的转型尝试又都不太成功,持续下坠的市场以及股权和管理层的变动,也带来人心涣散,军心不稳。

如果外部资金一直不能注入,刘江峰称将继续缩减规模,“反正就是要活下来,其他的都可以停一停,市场不能停。”

日前记者经过位于深圳市南山区的酷派信息港,酷派大厦ABC座三栋大楼依然在建,在施工现场的围挡上,印着乐视入主酷派后的新logo,以及彼时提出的“五年内销售过一亿,市值过一千亿,手机重回行业第一”的五年小目标。

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