In the past two days, watching Moutai’s discussion posts is a bit addictive. Most of them are about income and logic. It is peaceful and happy. It has to be said that it coincides with the Spring Festival and the replenishment of funds, which is a double happiness. The big white horses headed by Moutai are particularly strong. Moutai has risen by as much as 44% from the low point, and 2,000 yuan is close at hand.
I am really envious, and even more admire the person who finally got hold of it. This wave of market is due to the fund recovery caused by the expectation of interest rate cuts. Moutai, Wuliangye, Yili, Hengrui, Midea, and Gree are all these old white horse stocks. I sincerely hope that BYD’s stock price will rise to 500-1000 yuan as soon as possible, and everyone will post a substantial increase in assets and profits on the BYD forum, enjoying showing off and worshiping. . .
Envy is envy, we are not jealous^_^, Mr. Mao is tall and tough, it is not a matter of a year or two! This northward inflow drove these Baishui big and small white horses, and once again built the value fortress of the rose of time, and some Baishui even hit a record high. Very good, it has a positive effect, and it has the effect of boosting the overall valuation of our stocks. Really, at this time, no matter who rises, it is a good sign, and it is better than a negative decline with no capital inflow.
Short-term: Optimistic about the doubling of new energy vehicles after the festival
After sorting it out, the smoothest energy storage photovoltaic green power, silicon, components, and lithium carbonate fell. Of course, as long as it is new energy, BYD is the most authentic target, both as a weight and as an investment portfolio! A lot of energy storage beans have increased a lot, and it should not be adjusted much. The stronger the expectation this year, the adjustment time may be longer.
It’s a cliché to be optimistic about new energy vehicles. In addition to the low position and sufficient adjustments, this year’s decline, investment sentiment is pessimistic, and the OEMs have to see the truth. In terms of the situation, our main task is to turn around and promote automobile consumption in various places. The efforts will continue to increase, and the auto economy will become an industry worth tens of trillions. Look at the major shareholders of auto stocks. In the outer circulation, only new energy vehicles can go out and earn relatively high profits. Another large inflow in the north direction for more than ten days, the profit-making effect will activate domestic capital, and it is impossible to make a large outflow in the north direction. The end, it belongs to the fund to cover the position; the second is that the fund will not flow into Baishui indefinitely, after all, the higher the increase, the higher the PE, and the growth is very low. If the stock price is expensive, it does not meet the smart standard of smart funds. Big funds are the most cost-conscious. Therefore, funds will rotate in various low-level sectors. Expectations of interest rate cuts were released a year ago. Medical services, real estate and services, tourism, hotels, white water, etc. have risen several times. After the Spring Festival, there is a high probability that it will be the turn of new energy Industry took to the stage.
Long-term: Be optimistic about new energy vehicles ten times in ten years (BYD)
Seeing the discussion posts that many people complain about, I don’t think you should be discouraged with BYD! Believe in your determination when placing an order! Despite the general rise in the market, a green leaf among thousands of flowers is indeed weak. This is normal. However, BYD often does this. Maybe it has something to do with the rumored performance in the past few days, maybe it has something to do with the large inflow of northbound inherent consumption, and the funds in the market You can only cut off the track and chase the white horse! Don’t be surprised, even if the board is all red and the only green, it often happens! This should not affect the standard by which we judge the problem.
Still, hold on, don’t worry, look at a few sets of data first.
Production Data:
From January to December 2022, automobile production will be 27.48 million, a year-on-year increase of 3%. The production of new energy vehicles was 7.22 million, an increase of 98%, and the penetration rate was 26%.
Global share:
In 2022, the total global car sales will reach 71.8 million, and our car sales will be 26.864 million, of which the wholesale sales of passenger cars will be 23.487 million, accounting for one-third of the global total and ranking first in the world.
In 2022, global sales of new energy vehicles will reach 10.824 million, a year-on-year increase of 61.6%. Our sales of new energy vehicles reached 6.884 million units, and our global share increased to 63.6%.
Motor vehicle data:
In 2022, the number of motor vehicles will reach 417 million, including 319 million cars; the number of motor vehicle drivers will reach 502 million, including 464 million car drivers. In 2022, there will be 34.78 million newly registered motor vehicles and 29.23 million newly licensed drivers. As of the end of 2022, the number of new energy vehicles will reach 13.1 million, accounting for 4.10% of the total number of vehicles, and the number of canceled write-offs will increase by 5.26 million compared with 2021, an increase of 67.13%. Among them, the number of pure electric vehicles is 10.45 million, accounting for 79.78% of the total number of new energy vehicles. In 2022, 5.35 million new energy vehicles will be newly registered, accounting for 23.05% of the total number of newly registered vehicles, an increase of 2.4 million or 81.48% compared with the previous year. The number of newly registered new energy vehicles will increase rapidly from 1.07 million in 2018 to 5.35 million in 2022.
We are the world’s largest car consumer market and the largest car manufacturing region. In the era of fuel vehicles, every time our auto industry strives to improve its own brands, it all ends in failure without exception. In the final analysis, it is a problem of backward technology. In the era of new energy vehicles, our self-owned brand has achieved a leading edge in changing lanes and overtaking in the new energy field. BYD is even the leader who accounts for half of our new energy vehicle market. It has fully mastered the core technology, electric motor control battery, and industry-leading technology, e3.0, e4… . We have the market and the technology, and we will definitely create one of the world’s largest new energy car companies in terms of market capitalization.
The agency predicts that the global sales of new energy vehicles will reach 25.422 million in 2025 and 52.120 million in 2030, and the penetration rate of new energy vehicles will exceed 50% in 2030. Do you believe the predicted data? According to the above data, according to the logic of replacement, there is at least ten times the space in ten years. Now is the best long-term investment opportunity. In the future…is there any reason to bypass BYD? …. $BYD(SZ002594)$
Set the tone: “Carbon neutrality” is not only our international obligation, but also an endogenous requirement for our development.
New funds: Up to now, 20 million people have opened personal pension accounts, and the annual contribution limit is 12,000 yuan.
Finally, Hammer Motors cut prices globally. This is very powerful. Whether it is the reason Tao Lin said or the lack of orders, they are not important. The world-renowned brands, high-margin products, and global price reductions quickly seized the fuel vehicle market. This is also in line with Lao Ma’s original plan. Of course, it can be seen that he is acting according to the plan. Don’t underestimate Lao Ma. Although the hammer does not have any new technology, their family has a solid foundation! If the profit margin drops by another 10,000 to 20,000 yuan, some new energy car companies that follow his trend will really collapse. This year is the beginning of the race for the throne…
Xiaopeng: Are you talking about me? ! I still have savings. . . , I want one of three copies in the world, and all the opportunities in the sky are mine.
Why I am so optimistic about BYD, the core is not just Wang Chuanfu, who travels through time and space, nor BYD’s technology fish pond, but the ability of vertical integration to transform technology into best-selling products, and run out of profits before the decline! I have held it all the way so far, the biggest feeling is that BYD has boasted about it, and everything I said has been realized one by one!
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