Chapter 885 [Incremental markets can be at peace with each other]
Tianchi Technology's current monthly production capacity is 150,000 vehicles, and its annual production capacity is 1.8 million vehicles, which is still insufficient. With the current momentum, it is certain that this year's production and sales will exceed last year's figures.
According to information officially disclosed by Tianchi Technology, the company's third factory will be completed and put into operation in July this year. The planned annual production capacity of this factory can reach 650,000 vehicles.
In other words, Tianchi Technology’s three super factories are fully operational, with annual production capacity reaching 2.45 million vehicles.
Investors have also made a rough calculation. According to the current momentum of Tianchi new energy vehicles, even if the third factory is put into operation, it may still not be able to change the situation of cars being taken away as soon as they come off the production line.
In other words, the number of vehicles delivered to car owners in the first half of the year should be 900,000 based on current production capacity. When the new factory is put into operation in the second half of the year, the monthly production capacity can reach 204,100 vehicles. In the second half of the year, 1.225 million vehicles can be delivered to car owners.
vehicles, then this year’s full-year shipments are expected to reach 2.125 million vehicles.
Sales reached one million units in the first year, and sales reached more than 2 million units the following year. This growth rate is simply exaggerated.
And Tianchi Technology should release new products this year.
Since Tianchi Technology’s unilateral surge nearly 43 times last year, everyone’s valuation logic for new energy vehicle companies has changed. Even retail investors know that new energy vehicle companies cannot be regarded as traditional fuel vehicle manufacturers.
Valuation should be based on the logic of network information platforms, or in other words, Internet companies.
For traditional car manufacturers, the valuation given by the market is basically a price-earnings ratio of less than 10 times, while Internet companies basically start with a price-earnings ratio of 30 times. Therefore, Tianchi Technology can reach a new high after a sharp decline in just over three months.
As for yesterday's limit drop, it was entirely due to emotional misadventures caused by systemic risks and black swans.
In the evening, the U.S. stock market opened. Tesla surged +19.89% today, with its stock price hitting a record high of $780 per share, with a market value of $141.1 billion, or about 990.1 billion yuan.
Big A investors saw the skyrocketing share price of Tesla late at night, and couldn't help but joke. Is this the "Wudang Ladder" style of taking off with Tianchi Technology?
In fact, there is also a new news about Tesla today, which is the super factory in Shanghai. This super factory with an investment of about 50 billion yuan is planned to be officially put into production at the end of last year. The first phase plans to have an annual output of 250,000 vehicles.
After all is completed and put into operation, the planned annual output is 500,000 vehicles.
Tesla's stock price is almost the same as Tianchi's, rising all the way in the fourth quarter of last year. The specific trends of the two are different, but the overall trend is upward, which is the same.
Due to the impact of the black swan, the production line is delayed for one or two weeks, which will undoubtedly affect Tesla's first-quarter profits. However, according to Tesla's latest news today, the Shanghai Gigafactory will resume on February 10
Production, as a result, Tesla's stock price rose sharply.
The reason why Tianchi Technology has not been impacted by Tianchi Technology’s terrifying sales is because Tianchi does not seek global expansion, but specializes in the Greater China market, while Tesla sells globally and has almost no competitors in overseas markets.
, the biggest worry is that Tianchi Technology, which Tesla regards as its biggest potential competitor, will not be available in the Greater China market.
Therefore, global investors have gradually formed an expectation that in the future, the global market will belong to Tesla and its basic market, and the Greater China market will belong to Tianchi Technology and its basic market. Global new energy vehicle companies will form a monopoly pattern between the two giants.
What the two giants are doing now is to consolidate their basic market. As for whether each other will expand into each other's territory in the future, that is all a matter of the future. At present, the entire market is in an incremental state. In the incremental market, all
Contradictions will be covered up, and everyone will live well in the blue ocean market. Only in the red ocean market will fierce and full competition break out.
In the current incremental market situation, both parties can live in peace.
The strong production capacity and speed of Greater China also surprised global investors. This series of factors were eventually reflected in the stock price. Tesla hit a record high, and Tianchi Technology next door had already exceeded the previous high of 271.91 and hit a record high.
It is worth mentioning that with the rise of Tianchi technology, a new automobile industry manufacturing cluster is forming in the Greater China market. Previously, the domestic automobile industry manufacturing clusters were mainly in the Pearl River Delta, Yangtze River Delta and Northeast China. Now there are many
A Ningzhou metropolitan area was formed.
Zheng Hongrui once suggested that Tianchi’s technical headquarters should be located in Ningzhou, and its production and manufacturing center should be located in the Yangtze River Delta. After all, there is a complete automobile industry chain there. When the leaders of Ningzhou City heard about this, they immediately couldn’t sit still and rushed over to help Lu Ming.
job, I hope Tianchi Technology will stay in Ningzhou.
In fact, Lu Ming would not have done the work without the leadership. In the end, all the factories were settled in Ningzhou. The reason is very simple. The Shencheng Yangtze River Delta region certainly has the advantages of its complete industrial chain, which can save Tianchi Technology
A lot of cost.
But at the same time, too much concentration also has disadvantages. Once something goes wrong, the supply chain may break.
So I chose to stay in Ningzhou City, even if it cost more. Today, the Ningzhou metropolitan area relies on Tianchi technology to form the third automobile industry cluster base in the Greater China market.
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Starting from this year, the production and sales of Tianchi Technology have entered the era of 2 million vehicles. A huge and brand-new automobile manufacturing industry is booming in Ningzhou. In order to supply it, the upstream and downstream suppliers of Tianchi Technology have to come to Ningzhou.
Because it can save costs, some rely heavily on Tianchi and even move their headquarters directly there.
In addition to having a complete automobile manufacturing industry chain, Shanghai has another major advantage: it is close to the sea, which can greatly save transportation costs. This is a geographical advantage that Ningzhou City, which has no sea port in the mainland, cannot match.
But then again, Tianchi Technology does not consider the expansion of the global market at all in a short period of time, and focuses on operating the Greater China market, so whether it is close to the sea or not does not have much impact.
If we decide to go overseas to explore the international market in the future, we will definitely have to expand our production capacity. At worst, we will build a new production facility in Shanghai specifically to supply overseas markets. This will happen many years later and is not part of the current layout.
…
The time comes for Tuesday, February 4th.
Big A ushered in the "darkest moment" on the first trading day after the holiday, and today enters the second trading day after the holiday.
During the call auction in early trading, both the Shanghai and Shenzhen stock markets once again jumped short and opened lower. After yesterday's sharp decline, the market once again showed an inertial downward trend. Investors said that after the darkest moment, there will be an extremely dark moment.
Big A is hopeless, run away!!
At 9:25, the collective bidding results of the three major indexes came out. The Shanghai Stock Exchange Index broke through the 2,700-point integer mark in direct bidding, and the bidding opened lower by -2.23% to 2,685.27 points; the Shenzhen Component Index opened lower by -2.05% to 9,578.87 points; the GEM Index
It opened lower by -0.54% at 1786.16 points.
Of the three major stock indexes, only the ChiNext Index did not hit a new low through bidding.
In terms of individual stocks, Tiansheng Holdings, which has attracted much attention, once again hit a new low for the year today. The call auction opened at a low of -2.90% and the opening price was reported at 108,259.81 yuan. The market opened so poorly that basically the stock king is not much better. In turn, it can also be said that the stock king
With such a poor opening, the market is not much better.
Yesterday, the stock king revealed a new record for single-day trading volume since the listing, hitting an unprecedented 112.6 billion trading volume. This opening trend gives people the feeling that the large funds that took over yesterday are going to be trapped.
In comparison, Tianchi Technology, the "son" listed on the Science and Technology Innovation Board, bucked the trend and hit a high-standard opening price today. Tianchi Technology opened sharply higher by +5.39% and the opening price was quoted at 242.99 yuan.
Stock investor: Yesterday, my father was more powerful but his son was showing his crotch. Is it okay to change it to my son today?
