How much new energy is there? Before Tesla's market value soared to $668.9 billion, founder Musk ascended the throne of the second richest man in the world with $654.38+036 billion.

The existing Contemporary Ampere Technology Co., Ltd. has increased by 500 billion a year, and its market value has reached 800 billion. Founder Zeng Yuqun is worth 3 1 100 million dollars, equivalent to Li Ka-shing.

If you want to choose a "model student" for the 20 19 global stock market, then the new energy sector deserves it.

One,

A new energy source.

2020 is an extraordinary year, and the economies of all countries are terrible under the epidemic. Looking around the world, China is the only country with GDP growth, which shows the great influence of the real economy.

However, the stock market has ushered in a general rise, with the exception of Britain, which successfully left the European Union, and Australia, which was sanctioned by China's economy, all countries performed brilliantly.

Among them, US stocks and A shares play leading roles. Nasdaq rose more than 43% for the whole year, the best annual performance since 2009. A-share Growth Enterprise Market won the "king of growth" of global stock index with a 65% increase. Shenzhen Component Index and Shanghai Component Index rose by 38.73% and 13.87% respectively, which were equally expensive.

The field of new energy has become a darling. The US stock Tesla rose by 730% for the whole year, Weilai rose by 1 103%, and polysilicon crystal manufacturer Daquan New Energy rose by 457.23%. Anyway, industries related to new energy have increased to varying degrees.

In China, a company named Contemporary Ampere Technology Co., Ltd. attracted everyone's attention. Its main business is lithium-ion batteries. Its founder is worth 3 1 billion dollars, almost as much as Li Ka-shing.

Is it a bubble or a manifestation of value?

Second,

New energy vehicles were hit.

With the progress of society, the idea of pursuing sustainable development has been deeply rooted in people's hearts in recent years.

The tail gas emitted by traditional cars is seriously harmful to nature, and the emission reaches a new high every year. If this situation continues, it will have an irreversible impact on the environment.

Therefore, governments all over the world have formulated subsidy policies to support enterprises to develop new energy vehicles.

The government of China gives great subsidies to new energy vehicles, and BYD is the biggest beneficiary.

Before the state adjusted the subsidy policy, BYD received a subsidy of10 billion for new energy vehicles from 20 16 to 20 18, totaling 6.93 billion in 20 16 and 20 17.

In recent years, 75% of BYD's profits come from government subsidies.

Therefore, a large number of enterprises have entered the new energy automobile industry, such as Weilai, Li and so on.

At the same time, domestic enterprise giants also began to make new energy vehicles across banks, and Evergrande, Meituan and Gree invested in new energy enterprises or set up new companies to do it themselves.

Enterprises get together to make new energy vehicles, and lithium-ion batteries are the key technology in this industry, which is naturally sought after.

Therefore, as an industrial giant, Contemporary Ampere Technology Co., Ltd. has become the object of capital pursuit.

Third,

The market value of contemporary Ampere Technology Co., Ltd. continues to rise.

At the beginning of 2020, Contemporary Ampere Technology Co., Ltd. was only a company with a market value of 300 billion, and now it has reached 800 billion.

Before 20 17, this company only provided lithium batteries for small domestic companies, and later began to provide products for new energy vehicles including Tesla.

Recently, an industry insider close to the top management of Contemporary Ampere Technology Co., Ltd. revealed that Tesla hopes that Contemporary Ampere Technology Co., Ltd. will provide it with a production capacity of 300,000 vehicles in 20021year.

Contemporary Ampere Technology Co., Ltd. only promised Tesla 200,000 vehicles. It shows that its production capacity can no longer meet the market demand.

Therefore, Contemporary Ampere Technology Co., Ltd. will invest 39 billion yuan to expand its production capacity. By 2025, the domestic production capacity of Contemporary Ampere Technology Co., Ltd. will exceed 250GWh, and that of BYD will be around 65,438+000 GWh, so the total production capacity of these two enterprises will reach 350GWh.

According to the market forecast, by 2025, the domestic sales of new energy vehicles will be about 5 million. The scale of lithium-ion battery equipment is expected to reach 200 billion.

With an installed capacity of 50KWh, the production capacity of these two companies can supply nearly 7 million electric vehicles, which is more than enough for the domestic market.

At that time, it was necessary to explore foreign markets. Contemporary Ampere Technology Co., Ltd., which had cooperated with Tesla, had obvious advantages.

Investment institutions are also optimistic about the development of lithium-ion batteries of contemporary Ampere Technology Co., Ltd.. Recently, the 654.38+096 billion fixed increase case was issued, and everyone was rushing to invest.

Fourth,

Low-key Zeng Yuquan

The market value of the company is rising, and the founder Zeng Yuqun has broken history again and again.

First, Wang Xing, the founder of Meituan, became the richest man in Fujian. According to this trend, it may surpass Li Ka-shing now.

So who is Zeng Yuqun?

He was born in Ningde, Fujian, and was named after Contemporary Ampere Technology Co., Ltd. when he started his business. It is estimated that his time has come.

High flyers, a Ph.D. student from the Institute of Physics, Chinese Academy of Sciences, studied lithium-ion batteries all the year round. Later, he came out to start a business and chose the new energy industry, which can be regarded as giving full play to his strengths.

At first, I just saw the huge potential of the mobile phone market, and users demanded higher and higher battery capacity, so I founded Contemporary Ampere Technology Co., Ltd. to seize the battery market.

The experience is vivid, and the quality of mobile phone batteries has reached the top level in the world. Apple also asked him to cooperate.

Later, by chance, he saw that the new energy industry had unlimited business opportunities in the future. One day, BMW talked to him about the cooperation in the new energy automobile industry. According to the requirements of BMW, Contemporary Ampere Technology Co., Ltd. has developed a battery pack that can meet the requirements of automobiles.

During the cooperation, I got a new understanding of the application of new energy in the future and began to study lithium-ion batteries suitable for automobiles.

Sure enough, it didn't take long for new energy vehicles to attract the attention of governments all over the world, and the industry developed rapidly. Contemporary Ampere Technology Co., Ltd. took the lead in layout and became the leading enterprise of lithium-ion batteries in China.

For a new energy vehicle, a single battery pack needs more than100000, accounting for almost half of the cost. Contemporary Ampere Technology Co., Ltd. is the biggest beneficiary.

However, Zeng Yuquan's net worth of 200 billion will make people feel too exaggerated.

abstract

Although new energy vehicles are the future trend, only 3 million vehicles were sold last year, which is insignificant compared with the whole automobile market, but Tesla's market value is three times that of Toyota Motor Corporation. Toyota sold 6.5438+0072 million vehicles last year.

And Toyota's profit last year far exceeded Tesla's. From this perspective, the market value has indeed been inflated.

Similarly, Zeng Yuqun's net worth is similar to that of Li Ka-shing, which is even more unscientific.