$BYD (SZ002594)$ Passenger car sales exceeded 200,000 units in September, a year-on- year increase of 154.3% !
There were 106,032 plug-in hybrid models and 94,941 pure electric models, both hitting new highs. A single brand has broken 200,000 in a single month, which is a new record for the current independent brand, which has smashed the peak of the previous Great Wall fuel vehicle era.
BYD’s cumulative sales this year reached 1.18 million units. According to the production capacity plan, the sales in October, November, and December should be 700,000. That is to say, BYD’s sales this year is guaranteed to be 1.8 million and 1.9 million, or even 2 million.
In BYD’s latest conference call, BYD Group Chairman and President Wang Chuanfu said : Under the current trend, China’s new energy market will reach 9-10 million vehicles in 2023, and BYD is ready to hit 4 million vehicle sales .
Just looking at this 4 million is quite exaggerated. This is not only a doubling of this year’s basis, but also a comprehensive crush on the public in the north and south. As for whether this 4 million can be achieved, I have also read the analysis of many car bloggers. From the perspective of normal performance in theory, it is still possible to achieve it without considering the black swan event. —— If it can be achieved, BYD’s sales growth rate will be 100%, a proper growth stock!
The sales of new power car companies in September are also quite strong!
Ranked first is GAC Aian , with sales exceeding 30,016 units in September, a year-on-year increase of 121%
Nezha delivered 18,005 units in September, a year-on-year increase of 134%
$Ideal Automobile (LI)$ 11,531 units delivered in September, up 62.5% year-on-year and 151.17% month-on-month
Leapmotor delivered a total of 11,039 vehicles in September, a year-on-year increase of over 200%
$NIO (NIO)$ Cars delivered 10,878 units in September, up 2.35% year-on-year
Xiaopeng Motors delivered 8,468 vehicles in September, a decrease of 11.59% from the previous month, and it has a tendency to fall behind.
Therefore, Ren Zhengfei’s coldness did not spread to every field.
However, on the one hand, the sales of new energy vehicles are in full swing, and on the other hand, the index of new energy vehicles keeps falling.
“New Energy Vehicle Index” and “BYD” both fell -25% in the past three months!
We all know the old saying: the stock market is a weighing machine in the long run, and a voting machine in the short run.
In BYD and even the new energy vehicle industry, whether it is a weighing machine or a voting machine in the medium and long term, I think different people have their own judgments.
However, if you ask me, the answer is definitely “weighing machine”.
So why did the BYD and new energy industry indexes fall so badly in the past three months?
The main reason is the “reduction of investor risk appetite” caused by “the Fed raising interest rates” and “the RMB breaking 7”. As a track with high growth and high valuation, new energy is more susceptible to liquidity and confidence.
If you want to continue to ask: How long will the impact of these macro events on the new energy track and even A shares last?
That’s another topic.
Recently, it has been rumored that Credit Suisse , a Fortune 500 company, will go bankrupt within a month, and it is also said that the “Lehman moment” is coming. As an old European financial institution, Credit Suisse, founded in 1856, is well-known in the world. It is the fifth largest consortium in the world and the second largest bank in Switzerland.
This is actually the hallmark event of the financial crisis.
And I believe in “Crisis and Opportunity” and “Cycle”.
Only after the extreme slump in the market will there be a phenomenon of “high-quality assets” discounting, and there will be a real chance to hunt for the bottom. Therefore, if we can save enough bullets to survive this round of crisis, and even be fortunate enough to buy “high-quality assets” at the bottom, we should be able to profit in the next cycle.
And BYD is definitely a high-quality asset. Therefore, I hope that it will plummet in this global financial turmoil and give me a chance to buy at a lower price.
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