Look at the current new energy automobile industry, which is similar to the gold rush in the United States and is popular all over the world. Traditional car companies change their ways and walk on two legs; The new force of building cars was born, and it opened up territory with a new attitude; Cross-border bosses come one after another, and money is more willful and heroic. ...
However, even in the gold rush, there are moments when the fever goes down. With the development of technology and the influx of capital, mining companies have gained control and expelled individuals or small organizations.
Then, is the increasingly hot new energy automobile industry also facing torture?
After picking flowers into honey, who will work hard for whom and who will be sweet?
A fierce operation, whose is 250?
In the gold rush, many people lost their wealth and gained nothing, but many successful people found another way. For example, the first pair of jeans was born in San Francisco at the same time and was later called Levi's. Compared with the brevity of the gold rush, Levi's? ) has turned jeans into a trend and become a single item in the wardrobe that will not be outdated.
The gold rush created Levi's? ), who will be achieved by the new energy vehicle boom?
Tesla? Weilai? Ideal? Tucki? Weimar? Byd? ……
Judging from the pawn, it will. In the long run, not necessarily? .
Let's talk about Tesla, which is popular all over the world. It took more than ten years to reach a height that many century-old car companies could not reach. The recent market value of more than 600 billion US dollars has made Volkswagen, Toyota, Nissan, Hyundai, GM, Ford and Honda feel ashamed, and even feel that "youth feeds the dog".
In fact, the greatness of Tesla is that he broke the tradition of the car-making industry and built cars with the development model of technology companies, which is somewhat "no martial arts".
High market value is not supported by sales. According to Tesla's estimated sales of 500,000 vehicles in 2020, it is less than 65,438+0% of the total global car sales. Compared with Volkswagen, Toyota and other car giants with annual sales of about 6.5438+million vehicles, Tesla's volume difference is not a little bit.
However, Tesla, which does not take the usual path, has become the object of being spoiled by capital, and has recently been officially included in the Standard & Poor's 500 Index. Less than 1% of the sales, you can get such a discount. Do you find it irritating?
Moreover, elon musk's personal wealth continues to soar, ranking second in the global rich list, which makes people envy and hate.
If Tesla continues to run rampant, super factories will rise one after another, and super charging piles will be erected one after another, which seems to be just around the corner.
However, variables always exist.
Apple, which didn't help Tesla when he was down and out (it is estimated that he didn't like Tesla, and Cook didn't give Musk a chance to "talk therapy"), is now accelerating the construction of cars. The latest apple? If Car can arrive as scheduled, it will become the next mobile terminal of Apple's mobile phones, computers and watches, and jointly build a more complete technology ecosystem.
Tesla can be fearless of other traditional car companies, but it must not ignore Apple. From accelerating the application for patents in the automotive field to frequently digging people from Tesla, it is a foregone conclusion that Apple will build a car. Even if Apple misses the opportunity to acquire Tesla, there is nothing to regret. It is better to go directly to the competition and prove that it can come at once and fight when it comes.
In addition, traditional car companies such as Volkswagen and Toyota have also invested a lot of money in the new energy automobile industry to build their own moat and defend their position in the industry.
China's new energy automobile brands, such as Weilai, Ideality and Tucki, have gained a good momentum recently. After the listing of the US stock market, Weilai, Ideality and Tucki jointly owned a market value of about 654.38+03.7 billion US dollars, and the net worth of Li Xiang and He also doubled, with a little self-confidence and a desire to become an industry leader.
Weibo insinuated that Toyota would be eliminated as usual if it didn't take the route of new energy vehicles.
Previously, Akio Toyoda (Akio? Akio Toyoda's remarks about the "electric vehicle revolution" should be that the government's way of restricting fuel vehicles is too tough and does not follow the natural laws of market development. Promoting new energy vehicles by "encouraging young people to grow up" will not only lead to the collapse of the current business model, but also bring various problems.
Even if there are complaints, Toyota's road to new energy vehicles has never stopped. In addition to electric cars, Toyota's hydrogen-powered cars are also very colorful.
The automobile industry, which plays a significant role in pulling upstream and downstream related industries, should not blindly push forward from fuel power to new energy power, even if it is the general trend. After all, the pace is big, and if you can't keep up with various related links, you may hurt your muscles.
In recent years, domestic new energy vehicle projects have been launched frequently, and the planned production capacity of pure electric vehicles has reached tens of millions. Even if only a small part is released, the demand for power batteries is extremely huge.
Just as the final result of the gold rush is that Levi's has been popular for a hundred years, the swarming new energy automobile brands have made power battery companies earn a lot of money in the process of burning a lot of money, and they can also laugh at the changing situation and become the big winners in the car-making boom.
Many well-known battery companies at home and abroad have been soft on big orders.
From abroad, LG Chem, Panasonic, Samsung SDI and other major battery giants have outstanding strength and considerable installed capacity. Among domestic battery enterprises, Contemporary Ampere Technology Co., Ltd. is as excellent as BYD and can compete with foreign giants.
According to online data, in June 2020, 5438+0- 1 1 the top ten power battery enterprises in China were Contemporary Amp Technology Co., Ltd., BYD, LG Chem, AVIC Lithium Battery, Guo Xuan Hi-Tech, Panasonic, Yiwei Lithium Energy, Li Shen, Funeng Technology and Ruipu Energy.
Among the domestic power battery enterprises, the ternary lithium battery of Contemporary Amperex Technology Co., Ltd. and BYD's lithium iron phosphate battery are all fighting for the position of domestic batteries.
Contemporary Ampere Technology Co., Ltd., as a battery supplier of several well-known new energy automobile brands, has become one of the giants in the new energy automobile industry. According to the current share price, the total market value of Contemporary Ampere Technology Co., Ltd. has exceeded 700 billion yuan.
Moreover, with the development of new energy automobile industry, the installed capacity of power batteries such as contemporary Amperex Technology Co., Ltd. will continue to grow, and this wave of dividends can be easily and stably eaten.
The advantage of BYD is that it can be produced for its own use, better control the cost of making cars, supply goods to the outside world and increase market share.
Most of the power batteries of pure electric vehicles launched by Tesla and Volkswagen are purchased externally. Of course, powerful car companies have already started to build their own power battery supply systems, or through heavy acquisitions, or joint investments, and so on.
Moreover, the domestic power battery industry is also rushing in the car-making boom, and hundreds of battery companies have emerged, which are also full of mud and sand and full of bubbles.
From extensive to intensive, it is a high probability direction for the development of new energy automobile industry, and the bubble will be gradually squeezed. From upstream to downstream, from vehicle to supply chain, more and more enterprises will be born or die. In a round of resource integration and shock consolidation, the market will gradually become rational.
Tesla, who is now in high spirits, is still Weilai. Under the pressure of traditional car companies such as Volkswagen and Toyota, or under the spoiler of giants such as Apple, it is actually unknown whether it can continue to triumph.
Who will be the winner? It is still too early to draw conclusions, and it will take five years, ten years or even longer to discover and verify.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.