In the past two years, Tesla, Yulai, Xiaopeng, ideals rise in the first wave of the first wave of the car, have experienced the turning point from hell to heaven, and the market value is arrogant.
Second wave The wave is coming
In the beginning of last year, the willingness of the city, the land of 7 billion life-saving money, counterattack the capital market. Within 12 months, the stock price is 20 times.
Before, in the case where the sales profit rate in the automotive industry is declining year by year, the global intelligent network car industry, including the car network, welcomes Centralize the explosion.
The national policy has also added a firewood. In September 2020, the national “new energy automobile production enterprise and product access management regulations” were officially implemented, and the “provisions” deleted The requirements of “design development capabilities” have greatly reduced the threshold of the car. However, car production capacity is still required.
Technological companies have no ready-made caring capacity, so they have chosen the joint boat route, through technology, and seize the dividend of the automotive electronics industry chain. The combination of “Huawei + Changan”, “Gao Tong + Great Wall”, “Mobileye + 蔚 来”, etc. is uncommon.
From that start, the domestic science and technology giants headed by Huawei, Ali, began to brew the tide of the second wave.
Capital Market is a carnival
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With the smart electric car market, it is rapidly ripening. All kinds of rumors swept, “Xiaomi is about to lower the car” message is also passed.
In December 2020, Xiaomi was transmitted from the United States to create a “first car” – Qingyue S1. The rumors have a nose, and the price will be set to the specific details of the 84999 yuan will also be disclosed.
The final decline in Xiaomi official lower.
February 19, 2021, Xiaomi has determined that the news of the car has flowed again, saying that Xiaomi will make a visual car as a strategic decision, but the specific form and path have not been determined, maybe There is still variables.
Once again, in the official statement of “still not completed”, the rumor is silent.
However, the capital market has given response earlier than the official statement, as of February 19, the day of rumors, Xiaomi Group market rises, up 6%.
There is no more, and the stock price is also over 15% of the stock price in the evening of Baidu’s car news.
It is undeniable that the industry’s recent high-rise boom heat raises the expectation of the capital market to the joint car. In the auto industry’s profit margin, the technology company will become the most fierce new species on the Chinese smart car track.
Baidu “car” is pushed back 100 billion times
another technology The giant Baidu Group has dispelled the spread of the gossip from the root, and the news that released the car in the outside world.
On January 11, Baidu Group official will enter the automotive industry with the identity of the vehicle, will build a new car company with the strategic partner Geely Holding Group.
March 2, Baidu and Geely established joint venture company officially decided, named “Fair Motor Co., Ltd.”, new company is positioned as intelligent electric car company, both parties will be based on Geely latest R & D world leading pure electric architecture – vast SEA intelligent evolution experience body, working closely in intelligent automotive manufacturing related fields to jointly build next-generation smart cars.
With the initiation of the car, secondly listed, Baidu stock prices have doubled since the beginning of December 2020, and the market value returned 100 billion US dollars. As of March 2, US stocks closed, reported $ 301.93, market value of $ 102981 billion.
There is industry insiders that “the car itself is not particularly profitable, but the car is a carrier, so when the smart network technology reshapes the industry chain, the product is also imagined.
When all people fight for traffic, technology companies are also pushed. “
Written | Song Yu Ting
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