Posts

Charging piles, another unprofitable sunrise industry?

Image
  For charging pile companies, now is the best and worst time. In 2018, the charging pile industry, like the P2P industry, was two deep pits in the capital market at that time.  Under the stimulus of policies and subsidies, a large number of players have entered the arena to race and expand blindly for the purpose of subsidies. Under such vicious competition, the industry soon ushered in a reshuffle. The charging pile companies were constantly thundered, and the number of closed charging pile companies exceeded 60% of the industry peak. It was like the colorful bike-sharing dispute at that time. After the hustle and bustle, stay It's just a chicken feather. The time came to 2020, and in just two years, the spotlight of the tuyere hit the charging pile again. The upgrade trend of the automobile industry and the new demand for green consumption have created a fire for new energy vehicles. As a charging pile that is dependent on new energy vehicles, it is also beneficial to frequently

Tesla's demand in China

  As China strives to accelerate the speed of new energy in its auto industry, Tesla appeared in due course.  After July 2018, Tesla announced the establishment of a factory in China.  With the strong support of the Chinese government, Tesla was able to build the Shanghai Super Factory in less than a year.  In October last year, the Shanghai Super Factory rolled off the first Tesla sedan. Today, Tesla is betting most of its future on the Chinese market. But in fact, many analysts believe that Tesla's entry into China is seen as a new engine for its growth.  But since 2020, this matter has become complicated because China has huge domestic demand, but Tesla is extremely expensive.  Today, Tesla is finding a way to balance brand and sales through continuous price cuts. As more and more Chinese automakers enter the new energy field, increased competition has also affected Tesla's sales.  In March 2019, Tesla's first price cut was met with collective opposition from Tesla owner

380 billion, is BYD worth it?

Image
  1. In the short term, the new energy auto market has rebounded, and the performance has exceeded expectations, driving BYD's share price to rise. 2. In the long run, diversified business and large room for growth make the capital particularly favor BYD. 3. Whether BYD can realize its potential in the future remains to be verified by the market. Known as the "Golden Nine Silver Ten", the auto market finally handed in a beautiful report card in October. On October 13, the National Riding Federation released the September automobile market data.  In September, retail sales of the passenger car market reached 1.91 million units, achieving the highest growth rate in the past two years of about 8% for three consecutive months.  What surprised the market even more is that the new energy auto market, which had previously slowed down to the overall auto market, finally ushered in a substantial recovery. In September, the wholesale sales of new energy passenger vehicles exceeded