According to the latest data, the December penetration rate of domestic new energy vehicles has reached 22.6%. The overall penetration rate for the whole year is 14.8%, more than double the 5.8% in 2020. This is also the reason for the carnival of the whole new energy industry chain in 2021.
To quote the data under this topic, the growth rate of the whole sector has slowed down in 2021, but there is still no shortage of people like lucid. $Lucid Group (LCID.US)$Such a boisterous stock goes all the way. From an empirical point of view, this plate tends to slow down. But jump out of experience and treat it like I farted.
I think we have to dig in the direction of subdivision this year. For example, the intelligence of cars, which really widens the gap between the driving experience of new energy vehicles and traditional fuel vehicles, is actually an intelligent process. As a result, the companies that really benefit from intelligence are likely to become big bull stocks.
But like Tesla, Inc. $Tesla (TSLA.US)$And other companies, intelligence, FSD and so on are their own, but also can only look for GM compared with fuel vehicles in addition to some intelligent hardware, and so on. Because the research is not too deep, we can only think about pointing in one direction. Also hope to know the friends to dig down together.
Companies such as Tesla, Inc. and Apple Inc are thinking about how to transform the world and domestic car companies. $NIO Inc (NIO.US)$、 $XPeng (XPEV.US)$The basic thinking of the Internet is how.