3000亿领导人突然的每日涨停怎么办? 是否打算用阿里的数百亿辆汽车“窥探”特斯拉? _东方财富网

原标题:3000亿领导人突然的每日涨停怎么了? 是否打算用阿里的数百亿辆汽车“窥探”特斯拉?

概要

[Whathappenedtothe300billionleader’ssuddendailylimit?Istheintentionto”snipe”TeslawithAli’stensofbillionsofcars?】OnthenewsonDecember25theZhijicarjointlybuiltbySAICZhangjiangHi-TechandAlibabaGroupcompletedtheregistrationinPudongNewAreaTheregisteredcapitalofZhijiAutomobileis10billionyuanAmongthemSAICGroupinvested54billionyuanholding54%oftheequity;ZhangjiangHi-TechandAlibabaeachinvested18billionyuanholding18%oftheequity(BrokerChina)


As domesticAutomobile industryThe leader ofSAICDecember 28 ushered in the long-lost daily limit.

On the news, on December 25th, bySAICZhangjiang Hi-TechAlibabaThe Zhiji Automobile jointly built by the group has been registered in Pudong New Area. The registered capital of Zhiji Automobile is 10 billion yuan. among them,SAICInvest 5.4 billion yuan and hold 54% of the equity;Zhangjiang Hi-TechversusAlibabaEach invested 1.8 billion yuan, holding 18% of the equity.

It is worth noting that the other 10% equity of Zhiji Auto will be divided into 5.1% core employee shareholding platform ESOP and 4.9% user equity platform CSOP. In addition,BrokerageChinese reporters learned that Zhiji Automobile’s R&D, management, and marketing must develop independently, and get rid ofenterpriseThe bondage, more emphasisStart a businessMentality.

In the capital market, the valuations of traditional auto companies have been completely crushed by new automakers, while companies such as SAIC and Great Wall seem to be fighting back. Some institutions have pointed out that the high market value of listed new car companies may bring a butterfly change in the valuation of the industry. Can the current efforts of various traditional car companies add another impetus to the revival of valuation?

  SAIC’s market value returned to 300 billion, and the auto sector exploded collectively

On December 28, SAIC Motor drove high and quickly closed the board successfully in the afternoon, with a price of 25.74 yuan per share.priceAt the close, turnover was 3.586 billion yuan and the market value reached 300.7 billion.

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In fact, the automobile sector broke out on the 28th,Great Wall MotorA shares rose more than 5%. Hong Kong auto stocks are also very strong.Wuling MotorsIncreased by 36.56%, the stock price hit a record high, and it rose more than 9 times in 53 trading days;Great Wall MotorHong Kong stocks rose nearly 9%;Beijing AutoRose more than 7%;Geely AutomobileRose nearly 5%. The entire automotive sector rose nearly 6% on average.

  According to market interpretation, Zhiji Auto, jointly established with Ali, has become a catalyst for SAIC stock price changes.

Brokerage China reporter learned that on December 25, SAIC Motor,Zhangjiang Hi-TechAlibabaZhiji Automobile Technology Co., Ltd. jointly created by the groupthe companyComplete registration in Pudong New Area.

The board of directors was established at the same time on the same day. SAIC Group President Wang Xiaoqiu served as the chairman. SAIC Groupvice president, Chief Engineer Zu Sijie, SAIC Vice President and General Manager of Passenger Vehicle Company Yang Xiaodong, Zhangjiang Hi-Tech Chairman Liu Ying and Ali Dharma Institute Dean Zhang Jianfeng respectively serve as directors.

Brokerage China reporter learned that, although born out of SAIC, Zhiji Auto has a high degree of independence at all levels of business.

“The internal attitude is multi-use ethics, that is, the good resources of SAIC and Ali should be used more, but R&D, management, marketing, etc. must be developed independently, free from the shackles of large companies, and more emphasis on entrepreneurial mentality.” The person introduced to the Chinese reporter of the brokerage company.

The registered capital of Zhiji Automobile is 10 billion yuan. Among them, SAIC Group invested 5.4 billion yuan, holding 54% of the equity; Zhangjiang Hi-Tech and Alibaba each invested 1.8 billion yuan, holding 18% of the equity.

It is worth noting that the other 10% equity of Zhiji Auto will be divided into 5.1% core employee shareholding platform ESOP and 4.9% user equity platform CSOP. In addition, the brokerage China reporter learned that the research and development, management, and marketing of Zhiji Auto must be developed independently, free from the shackles of large enterprises, and emphasize the entrepreneurial mentality.

When Zhiji Auto explained the logic of user equity, it said that the data generated by the user during the use of the car is directly promoted through the automatic deep learning of AI.product, Service andBrandThe core of “software-defined car” is not software itself, but data-driven.

Based on this, users have become the core drivers of the corporate value chain, and at the same time have become the main shapers of corporate value growth.

Therefore, Zhiji Auto has added CSOP, a breakthrough digital rights platform for users.On the CSOP platform, users will continue to drivemovable propertyProduct and brand optimization and iteration, Zhiji Auto will also apply includingBlockchainA series of cutting-edge technologies including digital rights confirm the value of data contributed by users. In the future, smart car owners will not only have in-depth intelligent products and service experience, but will also become a data symbiosis partner of smart cars, sharing the value of corporate growth.

  New cars will accept reservations in April 2021

  Zhiji Automobile started high enough, and its promises were attractive enough.

In the previous media sharing meeting, Zhiji Automobile revealed that it will release a sedan and an SUV on January 13, 2021. In April next year, Zhiji Auto will bring three products to the Shanghai International Auto Show at the same time. At that time, Zhiji Automobile will also announce how to purchase the first model, and at the same time, Zhiji Automobile’s first model will accept limited reservations.

Zhiji Automobile also announced a large number of black technologies.In terms of batteries, Zhiji Auto andNingde eraThe most cutting-edge power battery technology is being developed: doped with silicon to supplement lithium batteries, share group technology patents, and will be the first to apply this battery technology on a global scale. The battery has the highest energy density in the world, exceeding the current industry-leading level by 30%-40%. The new architecture bandwidth can support up to nearly 1,000km of endurance, and achieve an ultra-long 200,000 km zero attenuation.

Through the optimization of cell material formulation, patented group technology for heat insulation and flame retardancy, and all-cast aluminum battery pack shell encapsulation, combined with BMS end-cloud collaborative management, the highest safety level that never spontaneous combustion can be achieved.

Interestingly, the concept of wireless charging has also been applied to cars. According to Zhiji Automobile, its products are equipped with 11KW high-power wireless charging for the first time in mass production, and its charging efficiency is almost the same as traditional charging. Combined with the fully automatic autonomous parking function, the vehicle can automatically park in the parking space to supplement energy.

VariousshareholderHigh hopes are also placed on Zhiji Automobile, especially SAIC. The aforementioned insiders said that Zhiji Automobile will become the core pioneer of SAIC Group’s transformation and overtaking in the new era.

According to reports, SAIC Motor will bringindustryChain cooperation resources: cooperation between SAIC and Alibaba in car networking systems and new retail; and Infineonjoint ventureEstablished IGBT (new energy automotive power semiconductor) core component company; andNingde eraFormed on new energy batteriesIndustry Alliance; And withChina Mobile, Huawei and other cooperation in 5G technology.

Zhiji Auto is currently located in the Zhangjiang High-tech Intelligent Core Park. In the future, it will be the first scientific and technological innovation enterprise to enter the “gate of science” in Zhangjiang, Shanghai, enjoying geographical advantages, policies, land, and talents.

  Revaluation of traditional car companies?

Under the general trend of new energy vehicles, new forces in car manufacturing are the “good heart” of the current capital market.

Wanlian Securities predicts that next year’s new energy vehicles are expected to grow substantially in the public and private sectors.

From the perspective of the sales structure of new energy vehicles, consumption in the private sector has increased significantly. In the field of pure electric passenger vehicles, the proportion of private consumption has stabilized as high as 80%, an increase of 15% compared with last year, indicating that the recognition of new energy vehicles by private consumers has increased significantly.

From the perspective of model level, there is a trend of polarization. Small cars have gradually stabilized from the previous sharp decline, and the proportion of large cars has increased significantly: From January to November 2020, the sales of A00 class accounted for 27%, compared with last year. Relatively stable, and the B grade is as high as 22%, an increase of 19% compared to last year’s 3%.The main reason lies in the high-end and low-end marketsupplyThe breakthrough led to, on the one hand, in the low-end market, automakers streamlined thepersonalityTo optimize demand, reduce costs, and attract consumers with affordable transportation models, such as Wuling Hongguang mini and Euler Black Cat, which sold 33,094 and 9,463 vehicles in November, leading the way; on the other hand, in the mid-to-high-end market, the supply of models is obvious Optimized to be higher than fuel vehicle configuration functions,luxuryThe comfortable driving experience of the interior seat boat attracts consumers, such asTeslaModel 3、BYDHan and new car forcesWei LaiThe monthly sales of ES series, Ideal ONE, Xiaopeng P7, etc. have gradually increased.

Looking forward to next year, new energy passenger vehicles in the public and private sectors are expected to grow substantially. Due to the epidemic, the demand for rental operations in the public sector is limited. Under the stimulus of the demand for new energy rental and online taxi customization in first- and second-tier cities, demand will Significant improvement; Under the background of continuous efforts in the private sector and increasing supply of new energy vehicles by independent, joint ventures, and new car forces, sales are expected to increase significantly. It is expected that the sales of new energy vehicles in 2021 are expected to reach 1.87 million.Year-on-yearIncreased by more than 40%.

In the long run, new energy vehicle sales will account for 20% of new energy vehicle sales by 2025. It is expected that during the “14th Five-Year Plan” period, the average annual compound growth rate of new energy vehicle sales will exceed 33%, and the industry will grow with high certainty.

  In the capital market, the valuations of traditional auto companies have been completely crushed by new automakers.

The new Chinese car-making forces have raised $12.5 billion in the United States this year.along withTeslaWith the rapid development of electric vehicles, investors’ interest in electric vehicles has grown significantly, and they are betting on the next “Tesla“. Therefore, Chinese electric vehicle startupsWei Lai, Xiaopeng and Ideal have raised $12.5 billion in funds in the United States in 2020.

As of December 28, U.S. stocksWei LaiThe market value of cars exceeds 70 billion U.S. dollars,Xiaopeng MotorsOver 30 billion U.S. dollars,Ideal carMore than $25 billion.

In contrast, SAIC Motor’s total market value returned to 300.7 billion yuan after its surge on December 28RMB, And with concepts such as blade batteriesBYD, The total market value is as high as about 500 billion.

The new energy vehicle rookie PE valuation represented by Tesla is significantly higher than other traditional car companies.The data shows that the PE of traditional car companies is mostly below 30.FerrariPE is 89, andBYD135, Tesla is as high as 970.

  PerformanceIn contrast, the strong contrast in valuation can be felt. Tesla’s sales have increased significantly since 2018, and the full-year sales of 2020 are expected to achieve 500,000 vehicles. New domestic car manufacturers have begun to increase their volume this year, and sales have entered a period of rapid growth. According to the data of the China Automobile Association, the cumulative sales of Weilai Automobile in the first three quarters were 30,130, and Xiaopeng and Ideal were 18,160 and 14,077 respectively.

In terms of traditional car companies, SAIC Motor’s monthly production and sales report for November shows that SAIC Motor sold 643,928 vehicles in a single month in November, with a total of 4,853,875 vehicles sold in the previous November.

“In terms of market value, BYD and Weilai are basically the same, while SAIC’s market value is much lower than the former. However, in terms of new energy vehicles and vehicle sales, BYD and SAIC’s passenger car sales are far ahead of Wei. Come. When Moore’s Law andbusinessAfter model innovation has brought new profit models and development paths to traditional car companies, the valuation of traditional car companies is expected to increase. “Huajin SecuritiesAnalystLin Fan said.

(Source: Brokerage China)

(Editor in charge: DF380)

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