20 19 On May 3rd, the opening amount of Hang Seng Index was HK$ 298 18.480, and the closing price was HK$ 3000810.550, with an increase of 0.46%. On the opening day of May 6th, the stock price plummeted to HK$ 29,342.38, and the closing price was HK$ 29,209.82, down 87 1.73 points, or 2.9%. By June 4th, the opening price of the stock market had been HK$ 26,994.08, and the closing price was HK$ 267,665,438 +0.52, with an increase of 8.8% in one month. Not only did the Hang Seng Index plummet in May, but Dow Jones, Shanghai Composite Index and Shenzhen Component Index all fell.
Among them, automobile, as a sector of the stock market, is generally consistent with the trend of 20 19 stock market. The end of April of 20 19 is a peak of the automobile stock market. In May, the auto sector followed the overall stock market and continued to fall, which caused Trump, the main reason for the global stock market crash.
On May 5, 20 19, Trump publicly stated that he decided to raise the tariff on China goods worth $200 billion from 10% to 25% from May10. This is not the first time the United States has done this. The time has only been pushed forward for half a year, that is, 20 18, 18. At the beginning of February, the leaders of China and the United States reached a * * understanding, and the United States stopped raising the tariff on China products from 1 0% to $200 billion originally scheduled for 20 19. Of course, looking back, Trump has also raised tariffs and cancelled tariffs many times, showing the characteristics of Gemini to the fullest.
Of course, apart from the great impact of Sino-US trade war on the automobile sector, the automobile market itself has a greater or lesser impact on the automobile stock market. Today's Auto Stock Weekly Review will review the auto companies with outstanding performance and large decline in 20 19 from two dimensions: new energy and traditional auto companies.
New energy: unicorn VS chaser
There is a special existence in the field of new energy. Although not a car, many car companies in the new energy field have cooperated with it in battery-Contemporary Ampere Technology Co., Ltd.. In the past year, the performance of contemporary Ampere Technology Co., Ltd. in the first 1 1 month was relatively low, with little fluctuation, and most of the time it was in a state of decline. On June 14, it entered the lowest point of the year, which was 63.86 yuan/share. Since June 1 1, Contemporary Ampere Technology Co., Ltd. has changed its former state and is full of offensive, soaring all the way. From the opening price of 65,438+0.4 yuan/share on October 4th, 2065,438+09/KLOC-0, to the closing price of 65,438+006.4 yuan/share on February 30th, 2065,438+0, the share rose nearly 40 yuan in two months, which can be described as the limelight, compared with 2066. From July 2065438 to July 2009, the sales volume of new energy vehicles dropped to 80,000, and remained at around 80,000 in the next three months. According to the latest news, subsidies for new energy vehicles will not fall further in 2020.
In addition, the future wealth accumulation ability of contemporary Amperex Technology Co., Ltd. is related to its own achievements. In the past 2065438+2009, the installed capacity of Contemporary Ampere Technology Co., Ltd. was about 32GWh, up 37% year-on-year. There are 120 domestic car companies, accounting for 5 1.76% of the market. Contemporary Amperex Technology Co., Ltd. ranks first in the installation of 20 19 power batteries? 1。 Moreover, it took only seven years and six years for Contemporary Ampere Technology Co., Ltd. to become a unicorn enterprise from 0 to more than RMB 654.38+30 billion.
In addition, Contemporary Ampere Technology Co., Ltd. has reached cooperation with many car companies, including BMW, Honda, Hyundai, Toyota, Volvo, Volkswagen and Geely, and successively signed power battery supply agreements. Nowadays, Contemporary Ampere Technology Co., Ltd. is not only a company that makes power batteries, but also has layouts in the upstream and downstream of the industrial chain. Contemporary Amperex Technology Co., Ltd., which has deep cooperation with many kings, can expect its future performance.
The skyrocketing of contemporary Amperex Technology Co., Ltd. has been unexpected, but Tesla's performance in the stock market can only be described as "monkey jumping". It is also the only unicorn car company.
201June 3, 9 Tesla shares fell to the lowest level in the whole year, reaching 176.99 USD. In the following four months, Tesla's stock rose slowly. Starting from 20 19, 10, 2 1, Tesla's stock can be described as a sesame blossom, and even made great strides in 2020, reaching $547.4438 +0 per share. In three months, Tesla rose more than 100%, and its share price rushed from 400 dollars to 500 dollars. It only took 20 days, and the rally continued.
At present, Tesla's total market value is about 93 billion US dollars, and the market value of 1000 billion US dollars is only 7 billion US dollars. In addition, Tesla is already the most valuable automobile company in American history, and its current market value exceeds the sum of GM and Ford.
The happiest thing about this is Tesla's CEO Musk. According to a salary incentive plan for Musk adopted by Tesla's board of directors at the beginning of 20 18, if Tesla's market value can stand at10 billion dollars and last for a period of time, Musk will receive a stock reward of10 billion dollars. It seems that this award is not far away, and the stock award of $65.438+0 billion is waving to Musk.
In the face of Tesla's vigorous development, I don't know how Weilai and Beiqi Blue Valley, both new energy car companies, feel. In the face of the deteriorating stock market since last year, Weilai and Beiqi Blue Valley may be more anxious and longing.
Since Weilai took September 20th18 and 12 as the opening price, especially after entering September 20th19, Weilaixian's daily share price sometimes exceeded USD 6, especially after March 20th19, Weilai's share price plummeted all the way, and the lowest share price was only19.
In addition, it has been reported recently that Geely, GAC and SAIC are bidding for Weilai. Whether the news is true or not, for now, Weilai is at least no longer unattended. Since its establishment five years ago, Weilai's commercial value has been gradually recognized by capital. In 2020, Weilai's share price is increasing day by day. It can also be seen that the capital market is still very confident in Weilai's position.
Beiqi Blue Valley, as the "first new energy vehicle" in China A-share, has a very unsettled fate. After the listing of 20/kloc-0 on September 27th, 2008, the opening price was 14.66 yuan, down by 2.59%. Two minutes after the opening, it quickly stopped at the price of 13. 19 yuan. So far, the single share price of BAIC Blue Valley has not exceeded the opening price, and the highest price is in April of 20 19. In the last three months, the share price of BAIC Blue Valley has remained around 6 yuan. However, with the backing of BAIC Group, we can avoid worrying about survival funds in a short time. After all, BAIC plans to completely stop selling fuel vehicles nationwide by 2025 and completely turn to new energy vehicles.
Traditional car companies: Buddhist growth vs. Bei *ST
Compared with the roller coaster-like stimulation of the stock market in the new energy field, traditional automobile stocks are extremely Buddhist. Of course, this is related to the relative maturity of traditional car companies. After all, since the invention of the automobile, traditional automobile enterprises have been more than a hundred years, and have already gone through the stumbling stage of new energy that has just entered adolescence. Judging from the sales data of 20 19 recently released by the Federation, Guangzhou Automobile Group has performed well among many traditional car companies. In 20 19, the sales volume of passenger cars in a narrow sense was 2 1 106900, down 9.2% year-on-year, which also confirmed that many experts predicted that "20 19 will be the worst year for China's automobile market". In this context, Guangzhou Automobile Group sold a total of 2,062,200 vehicles last year, down nearly 4% year-on-year, outperforming the broader market.
This is mainly due to the good performance of Shuangtian in the past year. Among them, Guangqi Honda's cumulative sales volume was 770,900 units, a year-on-year increase of 3.98%; The cumulative sales volume of GAC Toyota was 682,000 vehicles, up 65,438+07.59% year-on-year, and the total sales volume of Shuangtian accounted for 70% of the total sales volume of the Group.
The performance of GAC New Energy is even more eye-catching. In 20 19, the cumulative sales volume was 42,003 vehicles, up by 1 10.6% year-on-year. Among them, the tower of eternity? Since June last year, the sales volume of S has been rising, reaching 8,460 vehicles in June 65,438+February, ranking first among pure electric vehicles 1.7 million. In addition, according to the plan, in 2020, GAC New Energy will launch two new models, A 18 and A20, which are expected to seize greater market share. In this way, under the development trend of new energy in the automobile industry, Guangzhou Automobile Group can see more investment power in the future capital market.
The stable development of Guangzhou Automobile Group in the automobile market and the correct planning and implementation of its strategy were projected on the stock market. Apart from the impact of the Sino-US trade war, it showed a sustained recovery in May and the second half of the year. On June 2, 2009, the opening price of Guangzhou Automobile Group was HK$ 8.926, the lowest price was HK$ 6.606 on May 24, and the closing price on February 3 1 day was HK$ 9.7, up nearly 1 point from the beginning of the year. Under the good momentum of Guangzhou Automobile Group, in 2020, its share price spiraled up, once exceeding HK$ 65,438+00, reaching HK$ 65,438+00.65,438+04 per share. In the next year, with the help of "two days" and new energy, Guangzhou Automobile Group's performance in the capital market is worth looking forward to.
Another outstanding performance in the capital market is Geely Automobile. From April 18, 20 19, the highest single share 18.79 Hong Kong dollars plummeted to the end of May 12. 1 1, and continued to decline from June to August. As can be seen from Geely's sales performance in these three months, Compared with the steady growth in the same period of the past three years, Geely experienced a real decline at the stage of 20 19.
It is not difficult to understand that Geely adjusted itself to the harsh automobile market environment on 20 19. At the beginning of last year, Geely set itself a sales target of 1.5 1.000. However, under the attack of the cold winter, Geely stepped on the brakes in time in the middle of the year and adjusted the target to 654.38+0.36 million.
Although the annual sales target of 654.38+0.36 million vehicles has just been achieved, it has also decreased by 9.3% year-on-year, which is consistent with the broader market. However, in 2065,438+09, Geely focused on higher-value products, and made efforts to transform into a high-quality car enterprise image under the continuous demand of high-end, personalized and intelligent markets. Therefore, after mid-August last year, Geely Automobile's share price rebounded slowly, returning to around 15 yuan by the end of the year. In 2020, the sales target of Geely Automobile is 65,438+0,465,438+0,000 vehicles, with an expected growth rate of 4%.
Of course, there are car companies with good performance, and there will be car companies with poor performance. *ST Haima and Lifan are undoubtedly the second worst players in 20 19. The car sales of both companies have dropped below 30,000 vehicles, and their market share has dropped to freezing point. If you have to choose a worse one, it must be the hippocampus with the prefix "*ST".
Haima, which suffered losses for two consecutive years and was warned of the risk of delisting, chose to sell real estate and subsidiaries as a buffer in order to protect its shell from delisting. As a seahorse showing a downward trend all the year round, its share price rebounded significantly from the lowest point 1.63 yuan in June to 2 yuan at the end of the year.
Haima sold a total of 29,500 cars last year, down 56.4 1% year-on-year, of which 2,046 basic passenger cars (cars) were sold a year, down 90.9 1% year-on-year, and production was stopped after September; SUV is still the main force of the company, with sales of 25,600 vehicles, down 386,5438+05% year-on-year. MPV models were discontinued throughout the year, with 79 1 vehicle sales of 20 18 in stock. In addition, the data shows that in the first three quarters of last year, the net profit loss of *ST Haima returned to its mother was 206,543.8+0 billion yuan. Haima has sold everything that can be sold, and it is entirely up to God to decide what to do in the future.
Of course, Lifan is not much better. In 20 19, Lifan sold 25,400 traditional passenger cars, down 75.52% year-on-year, and new energy vehicles dropped 69.49% to 309 1. In the first three quarters of 20 19, the company's net profit returned to its mother was-2.63 billion yuan, down 2064.56% year-on-year. The huge loss of the whole year is almost a foregone conclusion, which is reflected in the collapse of the stock price in the capital market.
Affected by the automobile market, Lifan shares showed an upward trend in April, reaching the highest point of 9.65 yuan on April 26th, and then turned sharply downward, all the way to the end. At present, the share price is around 3 yuan. Although Lifan has suffered a crushing defeat in the automobile market, the fundamentals of its traditional motorcycle industry are still there.
The auto market of 20 19 is obviously cruel, just like the college entrance examination with high difficulty coefficient. Even after the exam, there are always people standing at the top to accept hope. In the cold winter of the automobile market, the industry reshuffle is accelerating. In the future, the automobile industry will enter a period of continuous adjustment, and the market will further concentrate on the head. The stronger the strong, the smaller players will be devastated in this cold wave.
Ganwen
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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.