In the first year of "carbon neutrality", the new energy vehicle net red track led the rise
What are your keywords in the 2021 stock market review?
Under the top-level design of the national double carbon target, major enterprises have begun to adjust their business strategies, which mean both challenges and investment opportunities. In the stock market under this "carbon neutrality" policy, there is an Internet red track that traders like to see the most, which is the main force of "carbon neutrality" - new energy vehicles. The industrial layout of new energy vehicles is crucial to the realization of the national goal of "carbon neutrality".
At the just-concluded online conference in December, the annual sales forecast for 2022 was adjusted from the original 4.8 million to more than 5.5 million, and the penetration rate of new energy passenger cars reached about 25%.
Is the wind direction of the association good for the shareholders who hold "new energy"? With doubts, we were fortunate to find a financial man labeled "new energy enthusiast" to discuss the net red track of new energy vehicles.
Investor perspective: The era of a more round moon abroad has passed, and BYD does not lose Tesla
Mr. Fang, a financial securities practitioner who is about to usher in a year of confusion, is the legendary "financial man". For the "financial man", as large as every enterprise, as small as every supplie, it is possible to become a financial product, and Mr. Fang is no exception.
As a senior securities investment practitioner, based on his thorough understanding of the automotive industry, Mr. Fang has chosen BYD Automobile as a car three times, not only as a choice of transportation tools, but also as an investment product for research. BYD Surui is Mr. Fang's first car, which is optimistic about its super high cost performance; the second BYD Qin, is attracted by the advantages of hybrid; and the most recent time as the first owner of BYD Han EV, it will actually be a financial investment product. Mr. Fang has chosen BYD many times, which is not only a deep recognition of its brand value, but also a optimism about the development prospects of China's new energy vehicles.
As the most perfect enterprise in terms of new energy technology reserves and innovation, BYD has long mastered the core technology of new energy vehicles and realized the full line of self-supply of the whole industry chain based on the first-mover advantage of the core technology of "battery, motor and electronic control". In recent years, blockbuster technologies such as blade batteries, DM-i super hybrid technology, and e-platform 3.0 have not only shocked the industry, but also been recognized by the market. BYD's cutting-edge position in the field of new energy vehicles is beyond doubt. In the just-concluded 2021, BYD has become the annual sales champion of China's new energy passenger cars with 593745 results.
Although BYD has crushed the BBA in terms of sales, many consumers still have certain doubts about Chinese brands. Talking about this ignited Mr. Fang's national feelings.
"Now the concept of the Chinese people has not changed, always feel that "the moon abroad is rounder", in fact, in recent years, with the development of technology, domestic cars have done better than joint ventures and imported cars" "We should support domestic goods"... When talking about BYD, Mr. Fang, who was once a Tesla owner, is so enthusiastic and determined.
Before starting han EV, Mr. Fang had bought a Tesla Model S with a price of more than one million. But since mentioning the Han EV, he was pleasantly surprised to find that BYD has done better than Tesla in many aspects.
"First of all, the smoothness of the power output and the drag feeling of kinetic energy recovery are more silky and supple than Tesla, because its kinetic energy recovery intensity will be automatically adjusted with the speed of the car, even if adjusted to the "larger feedback" mode, it can still intervene softly and not obtrusively, and the people in the car are also very comfortable and not easy to get motion sickness."
The sound insulation of the carriage is also a high-quality embodiment of the family car at a price of 300,000 yuan, and the sound insulation of Han EV is very good, Mr. Fang said that it is even better than the Tesla Model S, and with the HiFi-level custom Tanner audio, it is simply the ultimate enjoyment of nature.
Buying the same brand three times, what makes rational financial men become "die-hard fans" - starting from appearance and loyalty to performance
BYD's flagship model, the Han EV, is the third BYD that Mr. Fang has owned after BYD's Speed Andi and BYD Qin DM. Mr. Fang told us that during the selection of Han EV, he compared his previous Model S and saw many new power brand models, but he was eventually dropped by PASS.
And his reason for choosing Han EV may be the same as most Han EV owners: it starts with the appearance value.
Under the supervision of international design master Wolfgang Egger, based on the EV Dragon Face's "Ssangyong Parallel Performance Aesthetics" modeling concept, the latest generation of Dragon Face design language has been created, giving BYD Han EV a super high value that coexists with fashion and elegance.
"I tried Weilai and Xiaopeng, but I think it is still Han good-looking, especially the longyan design, which has a soul, connotation, and cultural heritage in it."
Of course, for Mr. Fang, who has 15 years of driving experience and likes to drive freely, the BYD Han EV is most impressed by his speed and performance.
Mr. Fang's car is the top model of Han EV, which is the flagship model of the four-wheel drive high-performance version. With the blessing of the front and rear dual motors, it has up to 494 horsepower and 680 Nm peak torque, and the acceleration time of 100 kilometers reaches an astonishing 3.9s, which makes Mr. Fang drive on the road like a fish, especially in the relatively narrow sections of national highways, mountainous areas and other relatively narrow sections of the road to overtake, strong power makes the whole action in one go, very handsome.
The BBA will eventually pass, and in the context of "carbon neutrality", the era of BBB will be ushered in
"Choosing the four-wheel drive high-performance version of the flagship version of the top version of the model means that it has landed nearly 300,000 yuan." Some people will have doubts: spend 300,000 yuan to buy an electric car, or a domestic brand, why not buy BBA? ”
When Mr. Fang first chose Han EV, his friends around him also had the same questions, and in terms of Mr. Fang's work, living environment and conditions, choosing a fuel model would be more practical.
Mr. Fang, the financial man, believes that this matter should be viewed from the perspective of development, and new energy is definitely the trend of the future. In 2020, China for the first time proposed to achieve carbon peaking in 2030 and carbon neutrality in 2060. In order to save energy and reduce emissions, China has begun to put forward corresponding requirements since the "Eleventh Five-Year Plan" stage, and vigorously supported the new energy industry and new energy models.
Perhaps in the field of traditional fuel vehicles, the century-old legend of European and American car companies is difficult to break. However, on the same starting line of new energy, BYD leveraged the door panel with absolute technical advantages, proving the arrival of the BBB era with strength and sales.