New force of car making market rises again! Xiaopeng automobile market value overtakes SAIC Baidu

category:Finance
 New force of car making market rises again! Xiaopeng automobile market value overtakes SAIC Baidu


(the stock price of Xiaopeng automobile soared. Source: Snowball)

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.

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.

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 welcome gold for ten years?

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.

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.

It is worth noting that driven by the new energy vehicle market in the U.S., A-share related concepts have also attracted market attention.

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. 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.