With a sales volume of just 5,000 vehicles, the market value of Weilai surpassed that of BMW. How long can traditional car companies be "crazy"?

At present, the domestic automobile market is still dominated by traditional fuel vehicles, and people's impression of the new car-making forces is still not positive enough, especially in recent years, many new car-making forces have not built a few cars, and satellites are flying all over the sky, feeling that everyone has the ability to surpass traditional car companies. In the case of a large number of new energy subsidies, many new car companies have been born, which makes the existence of many car companies more like speculation. Today, many new car-making forces have lost their sense of existence, which makes many people lament that flying pigs will land when the wind blows! Of course, the sales of the new car-making forces are still relatively weak, which is completely different from the best-selling of fuel vehicles. Even luxury brand models with the same price have made many people still optimistic about the prospects of new car-making forces, and even wait for these new car-making forces to die at any time.

But now it seems that some new car-making forces that have "landed", that is, new car-making enterprises that have completed the launch of new cars and listed on the capital market, may be completely different. I believe that friends who are concerned about the new car-making forces should know that Weilai Automobile, Li and Xpeng Motors, the three major head brands of the new car-making forces, have completed the listing of US stocks, and the overall market value performance is very good, among which Weilai Automobile's market value performance is the most eye-catching. 10 In the middle of June, with a wave of stock price soaring, Weilai Automobile surpassed SAIC, the largest automobile group in China, and became the largest automobile enterprise in China, which made people see the super performance of "new format" automobile enterprises that landed in the capital market, and of course made people see the importance attached by the capital market to automobile enterprises like Weilai.

Just after the highlight moment, Weilai seems to be out of control in the market value. 165438+1On October 3rd, Wang Xing, founder and CEO of Meituan.com, posted on personal social media that the market value of Weilai Automobile has surpassed that of BMW. Judging from the market value, Weilai Automobile left BMW behind with a market value difference of 1 100 million US dollars. The continuous "expansion" of Weilai Automobile in the capital market has left behind a number of well-known automobile enterprises that have existed at home and abroad for many years.

In fact, the recent strong rise of Weilai Automobile's share price is mainly related to the continuous improvement of various data of Weilai Automobile at the operational level. We know that in the past few years, Weilai Automobile has been in a state of loss for a long time, and the performance of related products at the market level is also very general or even low, which leads the market to question Weilai Automobile's capital chain and its solvency to shareholders' rights and interests. Many people think that Weilai Automobile can hardly survive the cold winter in the automobile market.

But now the situation in Weilai is completely different. In 2020, the sales performance of Weilai Automobile climbed all the way. 65438+ 10, the sales volume of Weilai automobile exceeded 5000, reaching a new height of 5055. In fact, such sales are compared with Tesla models? 3, there is still a certain gap, but judging from the gold content of the price, Weilai's performance is not weaker than that of domestic Tesla. Because at present, among the three models sold by Weilai Automobile in China, the cheapest model costs 358,000, which is higher than the 249,900 model? Your price exceeds 654.38+10,000 yuan. In other words, the prices of these 5,055 vehicles sold by Weilai Automobile are all above 358,000. Above this price, Weilai can still sell more than 5,000 vehicles per month. This is a model of the same period. 3 incomparable.

Therefore, in the case of continuous sales growth, Weilai Automobile can still maintain the price level equivalent to that of the first-line luxury brand medium-sized SUV, allowing investors to see the hope that this car company will continue to make profits and gain a firm foothold in the market level. Moreover, as more new cars of Weilai Automobile are listed in China, the sales performance of existing models is getting better and better, and the loss haze hanging over Weilai Automobile may soon dissipate, and the income from investing in Weilai Automobile in the future will be much higher than the difference between the wholesale price and the cost price that traditional automobile enterprises rely on.

Of course, now we can also see the fact that many investors and institutions are looking for the next investment opportunity that may detonate the scale of the industry with Tesla's experience in stock price and market value. The emergence of new forces in front of the car has made many investors lose their money. Weilai Automobile, a technology company with strong capital background and core technology, will not be able to compare with many other mature industries in terms of profit creation.

Therefore, it is time for the previous ridicule to come to an end, and many new car companies that make PPT cars have been eliminated. The market and consumers need to look at the domestic electric vehicle market from a new perspective, especially the three major brands, Weilai Automobile, Li and Xpeng Motors, which have been listed in the US stock market. However, we can't underestimate these surviving car-making enterprises. Their sales are getting better and better, and their formats are becoming more and more mature. They are likely to be the representatives and benchmarks of China automobile manufacturers in the era of electric vehicles! Weilai, which was born only a few years ago, has a market value that can exceed that of BMW, a century-old car company. Tess once ranked first in the market value of global car companies, reflecting the reality that traditional car companies may not be "crazy" for too long!

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.