Chapter 1649 [Technology bloggers broadcast live broadcast of Tongtai Max disassembly analysis and evaluation]
Xingyu Technology wants to separate the new energy vehicle business department into an independent company and establish Xingyu Auto. Now as the sales of Tongtai Max explode, various capital institutions have begun to revalue Xingyu Auto.
The good sales of Tongtai Max are also good for Xingyu Automobile, which is about to be split and reorganized.
Because Xingyu Technology also needs to accrue a share of the Tongtai Max, and according to previous financial report disclosures of Xingyu Technology, the company has to accrue 15% of the finished vehicle price of the Tontai Max as a share of the cooperation.
Let’s not talk about whether Tongtai Auto Group makes money or how much money it makes. Anyway, after selling a Tongtai Max new energy vehicle, Xingyu Technology will make a guaranteed profit of 32,000 yuan.
Currently, market participants estimate that Tongtai Max's annual sales will exceed 2.3 million units. If the production capacity can keep up, it is not impossible to achieve annual sales of 3 million units.
Since a million-level order volume was recorded during a weekend, which seriously exceeded the expectations of various analysts in the market, various analytical institutions have generally boldly raised their expectations.
Although the annual sales forecast of 3 million is extremely outrageous, Tongtai Max is so capable that it cannot stand up to it. If we don’t make bold predictions, it will appear that we are too small.
If Tongtai Max is calculated based on the expected annual sales volume of 2.3 million vehicles, Xingyu Technology can steadily make a net profit of 73.6 billion, and this income is all profit, without costs, and it will eventually have a net profit of more than 50 billion.
In addition, Xingyu Technology's full range of new energy vehicles under its own brand have also reached an annual sales volume of one million. The revenue here exceeds 500 billion, and the profit is much higher than that of Tongtai Max.
In other words, among the data that can be determined, the annual revenue of Xingyu Technology's new energy vehicle department can exceed 600 billion, and the net profit can reach about 150 billion. Calculated based on the current average price-earnings ratio of about 50 times in the new energy vehicle field
, the corresponding target market value of Xingyu Automobile exceeds 7.5 trillion.
Xingyu Motors, which will be spun off and listed independently in the future, will most likely exceed the 10 trillion threshold. This is generally recognized by market participants, because as a star-studded enterprise, the label itself has a decent premium rate.
Moreover, the penetration rate of new energy vehicles is still increasing. In the future, as Xingyu Automobile’s intelligent driving system establishes an ecosystem, this area will definitely bring hundreds of billions of net profits to Xingyu Automobile.
That's right, it's not revenue, but net profit.
It can be said that the future of Xingyu Automobile still has endless room for imagination.
Tongtai Automobile Group currently has unlimited potential, and it is not impossible to reach a market value of one trillion in the future. However, as long as there is Xingyu Automobile in front of it, Tongtai Automobile Group is basically unlikely to win the top spot in the automobile sector. After all, the relationship between the two parties
The gap is too big, an order of magnitude difference of more than ten times.
…
It’s this Thursday, December 7th.
Tongtai Auto opened the SGX market today and once again hit the daily limit, pushing the market capitalization to a new height of 385.749 billion. However, the intraday limit opened and a huge amount of more than 30 billion was released in early trading.
This amount can be very scary, but it is also normal, because the current SGX market has implemented new trading regulations. Institutions have T 1, individuals have a single T 0, and hot money is also a single T 0 as long as it is a personal account, and the big A
Almost all the hot money investors have gone to the SGX market to play.
Just in the past few days, a top domestic technology blogger bought Tongtai Max from the first batch of car owners who ordered it at a high price of 600,000. Tongtai Max has now taken out the finished cars in inventory and started delivering them.
.
And this top technology blogger spent so much money to buy a Tongtai Max not to drive it himself, but to create live broadcast content. He first evaluated the driving experience, and then directly dismantled the car on the spot.
To solve this problem, we invited professionals in the industry to conduct disassembly and analysis at a high price.
In order to create this live broadcast content, he spent more than 3 million, and he also used the slogan of being the first live broadcast on the entire network to dismantle Tongtai Max. Tongtai Automobile Group also knew about this and was also diving in
Attention, but it did not stop this blogger from dismantling Tongtai Max, mainly because he is confident enough in his own products.
Moreover, Mr. Yang's current situation is much bigger than before. After all, he now considers himself a member of the galaxy. He hangs out with a group of big guys and has been greatly affected.
The blogger has been making a lot of money these days. His live broadcast has attracted hundreds of thousands of viewers. Today, it has reached a peak number of 600,000, which is a huge explosion.
You must know that many of these viewers are car owners, and many have even placed orders for Tongtai Max and are now waiting for delivery. In other words, the viewers in the live broadcast room have huge consumption potential.
Just receiving gifts in the past few days has already recouped the cost of the car, not to mention the income from live streaming.
This Tongtai Max has been dismantled by him for several days during his live broadcast. An important reason why the number of viewers in his live broadcast room has reached a peak today is to analyze the final cost price. Today, the audience in his live broadcast room, except the car owner
Consumers, melon-eating netizens watching the excitement, as well as many stock investors and investment institutions.
In particular, stock investors and investment institutions know that today's live broadcast will cause great fluctuations in the stock price of Tongtai Automobile.
At this moment, after the technology blogger received a list given by the professional team, he started to ask his live broadcast assistant to calculate. He faced the live broadcast camera and said: "The cost of each component has been estimated, and you will know after a total calculation.
What is Max’s final total cost.”
The technology blogger faced the camera and continued chatting: "Is there any deviation? There is definitely a deviation, but it certainly won't be too big. Why? I told my friends in the live broadcast room that because of the entire Galaxy Enterprises,
Yu Technology’s entire industry chain has transparent prices.”
This chapter is not over yet, please click on the next page to continue reading! "For example, Xingyu Technology wants to obtain 15% of the finished car price from Tongtai Max. This is all information that can be found in the financial report. To put it bluntly, there is no kickback and no hidden
Sexual costs, etc., so it’s easy to calculate, and there won’t be any deviation in the results.”
At this moment, the live broadcast assistant said a few words to him. The technology blogger took a list, looked at it and said: "The results are out, the comprehensive cost is 189,300 yuan, and the gross profit of a Tongtai Max can reach
25,500 yuan, the average net profit per car can reach 13,500 yuan?”
Seeing this number, the technology blogger was shocked on the spot: "Hey guys! Is the calculation wrong? How is this possible? Impossible! What we disassembled is a pure electric car version, and the price is 202,800, which is the gross profit
12.6%? Net profit margin 6.65%? This is incredible, it exceeds BYD’s net profit margin!”
This technology blogger thought it was a miscalculation, and then he calculated it several times according to the list, and finally confirmed that it was correct and there was no miscalculation!
At this moment, the technology blogger faced the live broadcast camera and said in shock: "I have repeatedly confirmed that the calculation is correct. The gross profit of the bicycle is 25,500, a gross profit margin of 12.6%, and the net profit of the bicycle is 13,500, a net profit margin of 6.65%. This is Tongtai
Max, not only did it not lose money, it also made money, and its net profit margin exceeded that of BYD. I have also read BYD's financial report, and it definitely exceeded it."
The blogger continued talking to himself: "Tongtai Max has confirmed that its sales volume has exceeded one million. According to the latest market forecast of annual sales of 2.3 million, Tongtai Automobile Group's annual net profit will explode to more than 310 yuan."
Billion, my God! If I remember correctly, the market consensus for BYD’s net profit this year is 5 billion, and Tongtai’s is six times that?”
At the same time, the share price of Tongtai Automobile, which had exploded, exploded in this area, soaring in a straight line and sprinting towards closing the daily limit!
