According to foreign media reports, as of the close of US stocks on Thursday local time, the share price of electric car manufacturer Weilai Automobile rose 12. 12% to close at 48.3 US dollars, and the company's market value reached 656.5438+52 million US dollars.
Since the end of September this year, the shares of Weilai, Ideality and Tucki, which have been listed on NASDAQ, have risen by 103%, 43.6% and 67. 1% respectively.
Of course, one of the reasons why American investors pursue China's new energy automobile enterprises is that the newly elected President Biden's support for new energy vehicles will inevitably promote the further development of the electric vehicle industry; On the other hand, if we look at the current market value of Tesla, there is still a lot of room for car companies like Weilai Tucki to grow up, because there is still a huge room for imagination on how these smart electric vehicles will subvert human travel in the future.
When the market value of one new car-making enterprise after another exceeds that of traditional car companies, some insiders pointed out that "quantity is king" is no longer the only criterion to measure the value of car companies.
However, instead of discussing whether these enterprises do not match this market value, we should pay more attention to the changes they have brought to the industry.
Just as Tesla's popularity has doubled the pressure in the luxury car market, Kang Song Lin, CEO of Mercedes-Benz, even recently decided that the definition of luxury car has changed. "The definition of luxury car is no longer luxury and indulgence, but sustainability and efficiency."
He said that within five years, Daimler will become a smaller company, focusing on obtaining regular income through software-based services.
In other words, "selling cars" is no longer the focus of Mercedes-Benz's future business, and the "values" of the whole enterprise are also being reshaped.
However, some car companies are "calm" about this challenge brought by Tesla, because the core competitiveness formed by the company over the past decades is enough to resist the risks of future industries.
165438+1On October 6th, Akio Toyoda, president of Toyota Motor Corporation, said in the earnings conference call that although Tesla's current valuation exceeds the sum of seven Japanese automakers, Tesla is actually more like a restaurant that promotes and sells novel recipes, and Toyota is a company with a "complete menu".
In Akio Toyoda's view, the company has different power sources such as fuel, pure electric, hybrid power and hydrogen fuel cell, covering the R&D and production experience of different models such as cars, SUVs, MPVs, sports cars, pickup trucks and light buses, and can continuously provide services to customers, which is the core competitiveness of the company.
It seems that BMW and Toyota have the same idea.
BMW CEO Oliver? Zipzer said at a recent internal meeting that in order to adapt to the characteristics of different power systems, BMW will not plan to develop pure electric platforms for the time being, but will strive to expand the compatibility of existing platforms.
So iX3 and subsequent iNEXT, i4 and i7 are all based on CLAR(cluster? Architecture) platform, sharing the platform with the fuel version. It was not until around 2025 that BMW put the research and development needs of pure electric vehicles at the center.
For BMW, which first introduced luxury electric vehicles, why it has slowed down the pace of electrification in recent years is somewhat "intriguing".
As a result, BMW and Toyota, which strongly emphasize that they will not give up the fuel vehicle business, have strengthened cooperation and focused on the research and development of fuel cells and other projects.
"All vehicle power modes will exist for a long, long time," Tsipce said. He believes that the rapid development of electric vehicles will not lead to the demise of other drives, "at least in ten or twenty years."
In fact, Toyota and BMW seem to have reached a consensus that although the future software defines the car, it is more important to pay attention to the experience and service that electric vehicles bring to consumers.
"No one will buy a car for autonomous driving." Chip even said.
However, this sentence sounds a bit "sour". After all, the current capital market prefers car companies like Tesla and Weilai, and what is more fancy is the huge imagination space they can bring to the new energy automobile industry.
Especially in the China market, new energy vehicles have now become the key to promote the rise of the automobile market.
According to the data of China Automobile Association, the sales volume of new energy vehicles in June of 5438+00 reached a record high of 6,543,800 vehicles in a single month, up 654.38+03.9% from the previous month and 654.38+004.5% from the same period last year.
It is worth mentioning that BYD's current market value ranks first among domestic listed car companies, but whether it has enough strength to subvert China's new energy automobile industry remains to be tested. However, with the arrival of science and technology innovation board, the "potential" of electric vehicle industry still needs to be tapped.
But we should pay more attention to, for example, whether these new forces can really redefine the value of China brand, just as Weilai successfully brought the price of China brand to more than 400,000 yuan.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.