(the stock price of Xiaopeng automobile soared. Source: Snowball)
On the news, in early November, the national Standing Committee issued the development plan for the new energy vehicle industry, which made it clear that it would support the new energy vehicle industry in the fields of technological innovation, system design, infrastructure and so on. On November 18, the national Standing Committee once again focused on automobile consumption, proposing to expand automobile consumption and encourage all localities to increase the number plate index. In addition, Haikou, Hefei, Hubei and other places have also introduced various policies to stimulate the consumption of new energy vehicles and the construction of related industrial chains.
On the morning of 24th, Cao he, Secretary General of the automobile chamber of Commerce of the all China Federation of industry and commerce, told time finance and economics that there is no doubt that the new energy automobile industry is in a period of rapid growth. Whether it is gold or silver depends on many factors.
The two CEOs are separated from each other
Behind the soaring market value, Xiaopeng automobile also has news recently.
According to the reporter, radar is one of the sensors for environmental monitoring, and is called the eye of the self driving car. According to the different types of waves used, they can be divided into millimeter wave radar, laser radar and ultrasonic radar. Teslas autopilot uses ultrasonic radar, and the new domestic car building forces currently mainly use millimeter wave radar.
He Xiaopengs remarks attracted the attention of Tesla CEO musk. The reporter noted that musk forwarded a tweet on his personal twitter that questioned the practice of Xiaopeng car copying Tesla, and said: they have Teslas old version of software, but not our latest neural network computer. Obviously, its just Xiao Pengs problem. Other Chinese companies have not done so..
On the morning of the 21st, he Xiaopeng was suspected to have met Musk on his microblog: it seems that the next generation automatic driving architecture of Xiaopeng, which includes lidar, has made someone in the west very unhappy and continuously use Pigu to make voice. What I want to say is that rumor has long proved that you cant beat any competitors. From next year on, in Chinas automatic driving, you should be prepared to be beaten by us. As for international, we will meet.
Cao he, Secretary General of the automobile chamber of Commerce of the all China Federation of industry and commerce, told Time Finance on the morning of 24th that carrying lidar is a step towards automatic driving. As for the problem of plagiarism, it depends on whether Xiaopeng uses Tesla products in parts. There is no doubt that the new energy vehicle industry is in a period of rapid growth, and the fierce competition between automobile enterprises is normal.
Data show that since the beginning of November, Xiaopeng automobile has risen 178.07%, which has reached a record high. In contrast, Tesla rose 26.18% this month, which was smaller than that of new energy vehicle stocks in the US.
In terms of performance, Xiaopeng also delivered a satisfactory answer sheet to the market. According to the financial report, in the third quarter of 2020, the total delivery volume of Xiaopeng automobile reached 8578, which was 265.8% higher than that of 2345 in the same period of 2019, and 165.7% higher than that of 3228 vehicles in the second quarter of 2020. As of September 30, 2020, Xiaopeng auto sales and service network has included 116 sales outlets and 50 service outlets, covering 58 cities. There are 135 super charging stations of Xiaopeng automobile brand, covering 50 cities.
New energy vehicles meet the golden decade?
The reporter noted that at the Guangzhou International Auto Show, which opened on November 20, the flagship model of Xiaopeng P7, zero running car C11 and GAC Weilai 007sport appeared. From the perspective of vehicle models, the trend of new energy and intelligence is obvious.
BOC Securities pointed out that the new cars of all major brands in Guangzhou auto show have appeared one after another, which will accumulate strength for the market next year, enrich the supply of models, and is expected to promote sales growth, and relevant vehicle enterprises and supply chains are expected to benefit.
Guotai Junan analysts believe that the current is still in the early stage of the fifth round of automobile production and sales cycle. This round of domestic demand repair comes from the economic recovery after the epidemic and the recovery of consumption. With the continuation of the subsequent recovery of domestic and external demand, the sales data of passenger cars continue to improve, and the layout of the automobile industry is at the right time.
Guohai Securities pointed out in the research report that the next 5 to 10 years will be the golden decade for the changes of new energy automobile industry and the rise of the leading enterprises.
The trend of new energy vehicles replacing traditional fuel vehicles is irreversible. From the definition of traditional mechanical hardware to the definition of software, electric vehicles are the important carrier of intelligent and networked vehicles in the future, which is of great significance. The change of the automobile industry will be accompanied by the value transfer of the industrial chain. Attention should be paid to the front-end R & D and design, technology upgrading and back-end software premium. The new energy vehicle industry is now in the era of blooming flowers and electrification 3.0, and the global supply chain subdivision leader ushers in medium and long-term investment opportunities. The analyst said.
In addition, Huang Xili, an analyst at Soochow securities, said that according to Huaweis data, the global auto parts market will expand by more than 6 billion US dollars if the intelligent and electric vehicles increase by 1% at the same time. On this basis, if the penetration rate of intelligent and electric vehicles increases by 50%, the global market will add more than one trillion yuan. Optimistic about 5g / AI technology progress + Tesla catalyst to bring a new round of automatic driving market. However, at the same time, the analyst did not expect the development of the automatic driving industry, laws and regulations restrict the development of automatic driving, and the trade friction between China and the United States intensified.
Some investors have asked Yiwei lithium energy (300014) on interactive e-commerce. It is rumored that the company will divest its power battery business and go public independently, and establish a special new energy vehicle company. Does the company plan to intervene in the new energy vehicle manufacturing business? Some investors also asked Lixing shares (300421) that as a supplier of supporting products for new energy automobile companies such as ideal automobile and Weilai automobile, with the sales of new energy vehicles increasing greatly, does it have a positive impact on the company? As of the press release, Wenzhou Hongfeng (300283), Shuangjie electric (300444) and other stocks related to the concept of A-share new energy vehicles have risen by more than 17% and forced the trading limit; Sihui Fushi (300852), treid (300001) and yinbaoshan new (002786) have risen by more than 10%. In addition, more than 20 stocks have become popular. Source: time weekly editor: Yang Bin_ NF4368
I would like to ask whether there is a new energy company which is going to spin off the new energy company (i.e., the new energy company) which is going to be listed on the stock market. Is there any plan to separate the new energy company from the new energy company? Some investors also asked Lixing shares (300421) that as a supplier of supporting products for new energy automobile companies such as ideal automobile and Weilai automobile, with the sales of new energy vehicles increasing greatly, does it have a positive impact on the company?
As of the press release, Wenzhou Hongfeng (300283), Shuangjie electric (300444) and other stocks related to the concept of A-share new energy vehicles have risen by more than 17% and forced the trading limit; Sihui Fushi (300852), treid (300001) and yinbaoshan new (002786) have risen by more than 10%. In addition, more than 20 stocks have become popular.