Traditional automobile factory

Ever-changing is used to describe the current automobile industry, and every automobile person has this feeling, especially for the automobile manufacturers in 2020. As the most direct indicator to measure the future development prospects of automobile enterprises, the market value of automobiles has always been valued by major manufacturers. After all, the power of capital is everywhere. Toyota, Audi, Daimler and other traditional car companies used to occupy the market value list all the year round, but this result has finally changed, and this change is closely related to every autobot. If Tesla has changed people's understanding of autonomous driving, then the market value is well deserved. However, the listing of independent companies such as BYD and Weilai still makes people a little more excited. What is driving them?

Policy is a "double-edged sword", "life and death" in an instant.

To put it simply, the Paris Agreement has given the automobile industry a sense of responsibility. Traditional fuel vehicles obviously cannot support this responsibility. Perhaps new energy is a "new way", so we see that new energy vehicles are in full swing. Traditional car companies such as Toyota and BYD have laid out new energy automobile industries, and tens of billions of investments are just the beginning. Of course, in order to get the bonus first, Beiqi Blue Valley and Lifan may be the beneficiaries, but the solutions are quite different. The biggest charm of the "spring breeze" of new energy lies in attracting powerful enterprises in the science and technology circle such as Tesla and Weilai, who are the real promoters.

It is in this context that new car manufacturers such as Tesla and Weilai have achieved a perfect "transformation", and their market value has gone straight to the top of the industry, while Tesla's market value is twice that of the second-ranked Toyota, which fully proves the recognition of investors or users; At the same time, Lifan, Beiqi Blue Valley and other enterprises, after a short "spring", seem to be gradually on the verge of decline. The ultimate reason is that they have grasped the direction of the policy, but failed to grasp the minds of users. In the end, Lifan became the first to go out, and Beiqi Blue Valley also moved forward in "pain".

As the "pioneers" of Internet enterprises, we can integrate the concept of the Internet into the automobile industry and create a development path completely different from that of traditional automobile enterprises. This is the charm of Weilai Automobile. The listing of ES8 made users feel the "sweetness", and the hot sale of ES6 made Weilai firm its development direction, and the return of users finally moved investors, so the market value rushed to the sixth position in the industry. Of course, there are many enterprises like Weilai, such as Peng Auto and Li, who all have the same dream.

However, the listing of BYD, a traditional enterprise, has made many people "stunned". At that time, BYD developed new energy vehicles with the attitude of almost giving up traditional fuel vehicles. At that time, many people's eyes were oblique. In their view, traditional fuel vehicles can't move at all. BYD never thought that 50% of its sales would come from new energy vehicles, and even launched a blade battery that surprised the industry. The best-selling of BYD Han, the first high-end car, pushed this enterprise to the highest point in history, so it ranked fourth in the automobile industry with a market value of 75.35 billion US dollars, even surpassing it.

As we all know, Geely Automobile and Great Wall Motor have always been the top 2 brands in independent brand sales, and of course Changan Automobile, but TOP 10 does not have them. In fact, the reason is very simple: Geely Automobile has achieved today's achievements through the "simple and rude" "buy buy Buy" method, but its core competence has never been there. The acquisition of Volvo does not give it core strength; Although Great Wall Motor has made some achievements in sales, it can't impress investors by relying on only one model. In addition, it is still a little far from the "global", including cars that look "beautiful" such as Changan Automobile.

In short, the core strength, or simply R&D capability, is the core of the long-term development of enterprises.

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