Since 1 1, the share price of "China Three Musketeers" has soared in the US stock market. Weilai, Tucki and Ideality, which had soared by 10 times before, all set new record highs frequently in a few days.
From the time point of view, the explosive growth of the three stocks is mainly concentrated in 4-6 days, which is undoubtedly related to the fact that the US election is not over. The general election officially began on the 3rd. As one of the candidates, Biden and former President Trump have diametrically opposite attitudes in the new energy automobile industry:
Biden's support rate has been leading since the election began. Seeing that this "environmental guardian" is more and more likely to gain the right to speak, many investment institutions and investors naturally plunged into new energy vehicles. However, among the stocks of many new energy vehicles, only these three Chinese stocks have soared frequently, which is naturally closely related to domestic policies.
165438+1on October 2nd, the General Office of the State Council officially released the Development Plan of New Energy Automobile Industry (202 1-2035). It not only implements preferential policies and financial services for new energy vehicles, but also points out that it will optimize the classified traffic management of new energy vehicles, increase infrastructure construction and comprehensively help industrial development.
With such a policy as a guarantee, even if Trump "comes back against the wind" in the general election, these three new car companies in China will have excellent market prospects.
As concept stocks, the three new forces are different from traditional car companies. Previously, consumers' judgments on car companies were more inclined to "manufacturing standards". Under the traditional value evaluation system, the market generally determines the company's value by sales volume and revenue, but in the new era, the value evaluation system for car companies has undergone great changes.
165438+1October 10, after Weilai's share price has risen by more than 10 times, JPMorgan Chase analyst Rebecca? Wen still raised the target price of Weilai Automobile from $465,438+0 to $46, and maintained an "overweight" rating on the stock. Wen believes that by 2025, the company will have a market share of 30% and become a long-term winner in the field of high-end electric vehicles.
Wei Lai has played a leading role in the transformation of the business model of smart electric vehicles in China. The direct selling model for potential B-end and C-end customers is transforming to the business model of providing services through platforms and content, so it is reasonable to give it a higher valuation.
In addition, the analyst also raised the target price of Xpeng Motors from $27 to $43, and rated it as "overweight". It is expected that the company will occupy a certain share in the low-end electric vehicle market.
As one of the three major investment banks on Wall Street, JPMorgan Chase's valuation naturally reflects the evaluation of these three Chinese stocks by the capital market. In terms of actual delivery, the three new power companies are also rising.
In the past 10 month, Weilai delivered a total of 5,055 new cars, setting a new monthly delivery record, doubling year-on-year. Weilai has achieved year-on-year growth for the eighth consecutive month, while the delivery of Ideal and Tucki both exceeded 3,000, reaching 3,692 and 3,040 respectively.
Li Bin, CEO of Weilai, once said: "Now Weilai's sales unit price in China is probably more expensive than Tesla's10.5 million. Our users and Tesla users are not the same type of users. Although they all like electric vehicles, the average price difference is 654.38+0.5 million, which has already produced obvious differences in range of brands. " While almost all electric car brands are trying to "bind" Tesla, Li Bin keeps a distance from it.
However, in the face of Weilai's achievements as the head seed of China's new energy, Musk, as the top stream in the automobile industry, has started a mocking mode. "420 is ten times stronger than 42!" (420? Is it? Ten? Times? Is it better? Than? 42)。 It is reported that the share prices of Tesla and Weilai were 420 dollars and 42 dollars respectively, which naturally implies that Weilai is still far behind Tesla.
Although no car companies can shake Tesla's position in the new energy automobile industry, it also shows that the new energy automobile companies in China have attracted Musk's attention. With the continuous improvement of new energy vehicle market policy, market and capital environment, new forces? "? Big three? ”？ It took advantage of the trend and entered a new development node in two dimensions: its own profit and external financing.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.