Will the high growth of electric vehicles continue? The China Association of Automobile Manufacturers has already given you the answer.It is predicted that the sales volume of new energy vehicles in 2023 will be 9 million units, a year-on-year growth of 35%.
There will be further growth, but this year the electric vehicle market will definitely witness a fierce battle of reshuffling. It is crucial to understand the competition pattern of electric vehicles.
The competition pattern of electric vehicles in 2023 can be divided into three segments based on price:Within 100,000 yuan, 100,000-250,000 yuan, and above 250,000 yuan.
① Happy Investing Method: The Way to Get Rich in Stock InvestmentDon't bother looking if it's under 100,000, not worth investing.Take a look at how much the profit margin of the popular car Wuling Hongguang is, and you will know how bad it is. Although the sales volume has increased, there is no expected profit and room for growth. It's better not to look at it.
②For cars priced at 100,000-250,000, the main consideration is cost-effectiveness.It covers a wide range of car buyers, currently. $Tesla (TSLA.US)$ , and continuously expressed bullishness on cloud computing service-related companies. $BYD COMPANY (01211.HK)$ The sales volume is at a unique level. It is said that after Tesla releases the 4680 battery, the price can be lowered to 20, which is even more bloody and violent.
3.For products with power above 25w, the main consideration is product strength.Ideal, which focuses on the middle-aged dad market, and then Huawei, which has climbed to the top, mainly focuses on the automotive industry (Cayman, Geely Jike), and the high-value-added market.
Speaking of predictions, it is unquestionable that BYD and Tesla are in a league of their own. The profit capabilities of these two companies have skyrocketed. These two companies are the top choices for investment, absolute leaders in sales, with Tesla as the top priority and BYD coming second.
Another distinguishing feature of this car company is that the target has greater elasticity, for example, $LI AUTO-W (02015.HK)$ series (targeting middle-aged dads...