New Energy

NIO 's current valuation is twice that of Tesla. While the new car-building forces were advancing all the way, "Big Brother" Wei Lai was short-selling, driving the share price of Xiaopeng and Ideal to plummet. On November 13, Citron issued a short selling report stating that Weilai’s target price should be $25, which is only about half of Weilai’s current stock price.  Affected by the Citron short-selling report, Weilai plunged 7.74% that day, which also drove Xiaopeng down 6.13%, ideally down 1.83%. Citron said that two years ago, when Weilai's stock price was only at $7, he recommended everyone to buy Weilai stock. At that time, Citron was mainly attracted by the personal charm of Weilai CEO Li Bin.  Today, whether it is from the perspective of NIO's position in the Chinese electric vehicle market or the short-term development prospects, NIO's current stock price is unreasonable. Strong competitor: Tesla Citron gave two reasons. The first is the competitive

  In 2020, please be nice to new energy car companies.  Because this year, all investors who made heavy bets on this track have made a lot of money: ◆The total leader Tesla (NASDAQ: TSLA) has increased five times a year, with a market value of more than RMB 3 trillion; ◇ BYD (SZ:002594/HK:01211), which has been tepid in the past 10 years, directly soared 4 times. And the bigger winners belong to the new forces of Chinese car making: ◆Nio (NYSE:NIO), once burned to the point of unconsciousness and nearly bankruptcy; after finalizing the financing, it became enchanting, and its market value rose 35 times from its lowest point to nearly 400 billion yuan, bringing GM, Volkswagen, BMW and Ford's centuries-old shops have left behind. ◇Xiaopeng Motors (NYSE: XPEV) and  Ideal Motors  (NASDAQ: LI) have both been on the market for more than 4 months. The share price has doubled and the market value has surpassed GAC (SH: 601238) and is close to Geely (HK: 00175) ... Figure 1: Unrivaled new f

  Weilai's market value surpasses GM, BMW, and Ferrari On November 5th, US stocks closed, and China's concept stocks in the new energy vehicle sector rose collectively.  Among them, Weilai closed at 42.35 US dollars, up 12.30%, and its market value reached 57.688 billion US dollars, setting a new high.  This market value also exceeds that of traditional car giants such as BMW, GM, Ferrari, and Ford. Calculated by market value, Weilai has become one of the world's top ten manufacturers, ranking sixth, second only to Daimler, BYD, Volkswagen, Toyota, and Tesla.  In the top ten market capitalization rankings of domestic Internet companies, Weilai's market capitalization has surpassed  Baidu  , ranking 9th. According to data from the China Automobile Association, the domestic new energy vehicle market was only 12,800 vehicles in 2012 and increased to 1.206 million vehicles in 2019.  From January to September this year, the cumulative sales of domestic new energy vehicles ha

  1. Review of the performance of the concept stock market during the week 1.1 Overall performance of China Concept Stock Equal Weight Index Since January 1, 2015, the China Concept Stocks Equal Weight Index has risen by 289.79%, outperforming the S&P 500, with a relative return of 219.34%. Note: The constituent stocks of the China Concept Stocks Equal Weight Index include 59 companies that have constructed a portfolio of equal weight Chinese concept stocks, and select China concept stocks with a market value of more than 1 billion US dollars (excluding the stocks of state-owned enterprises listed in many places), and adjust it every six months. Since the beginning of this year, the China Concept Stock Index has risen by 38.70%, and this week the index has risen by 5.79%. Popular China Approximately this week: the new energy vehicle sector is undoubtedly the strongest king, Weilai (NIO.N) rose 36.13%, Xiaopeng Motors (XPEV.N) rose more than 60%, and  ideal car  (LI.O) although Frid