The dust has settled on the market capitalization ranking of global car companies.
In 2021, we see a seismic shift in the automotive market. The new energy market ushered in a big outbreak, the strong rise of independent brands, and intelligent electrification led the industry trend. Driven by these factors, there has been a major reshuffle in the market value performance of global auto listed companies.
According to data from China Automotive News, among the global auto listed companies, 114 auto listed companies and 54 listed companies have increased their market value, accounting for more than 40%.
In terms of ranking, Tesla leads the world, Toyota is second, and Ningde era is third. Volkswagen came in fourth. The market capitalization of these brands has far exceeded that of luxury BBA. Next, let's take a look at the ranking of the list.
(Source: China Automotive News)
01
Tesla trillion market capitalization
Leading the world's listed car companies
In terms of multinational car companies, Tesla is firmly ranked as the champion.
According to official data released by Tesla, from January to December 2021, Tesla delivered a total of 936,172 vehicles in the global car market. Compared with the same period in 2020, Tesla's sales are up 87.4%. Among them, Tesla Model 3 and Model Y delivered a total of 911,208 models throughout the year, and the main sales force models are undoubtedly.
A few days ago, Dan Ives, managing director and analyst of Wedbush Securities, said that Tesla's delivery data in the fourth quarter of last year was shocking. Ives expects Tesla's market capitalization to top $2 trillion in 18 months.
Tesla's rapid development, the market value has been rushing all the way thanks to Musk, as the CEO of Tesla, he is not only the leader of many technology companies, but also an Internet celebrity with nearly 70 million fans on social software. Products and marketing are under control.
Toyota, known as the "world's largest car company", was still defeated by Tesla in terms of market value, ranking second in the market value of global car companies.
As we all know, the epidemic and the lack of cores have had a great impact on Toyota, and production capacity and sales have experienced declines. This also forced Toyota to increase the transformation of electrification. According to Toyota's plan, two pure electric vehicles will be launched in the United States starting in 2022, and its goal is to make sales of pure electric or fuel cell vehicles account for 15% of its total U.S. sales by 2030.
The outbreak of new energy, the Ningde era is the biggest winner of lithium batteries. Today, it ranks third in market capitalization.
In 2021, CATL accelerated production expansion and investment. The stock price continued to rise nearly 700 yuan, and the company's market value once exceeded 1.6 trillion yuan. In July, in the case of rising lithium prices, CATL threw out sodium-ion battery technology, which added bricks and tiles to the electric vehicle industry.
02
Independent BYD market value is the first
Zhongtai into "demon stock"
Also making strides is BYD.
Statistics show that at present, BYD's market value is as high as 780.536 billion yuan, which is the champion of independent brands. Far surpassing Great Wall and SAIC, it has become the fifth highest market capitalization car company in the world.
BYD is steady and steady, with the core advantages in the field of batteries and vehicles, all the way to the top.
According to BYD's annual sales data, in December, BYD sold 97,990 vehicles, an increase of 77.9% year-on-year. Among them, the sales volume of new energy vehicles was 92,823 units, an increase of 236.4% year-on-year, accounting for nearly 95% of all sales. In terms of sales volume and market share in the global new energy vehicle market, BYD has caught up.
Among the top five independent brands, the one with the highest month-on-month decline was Great Wall Motors, which was 18.91%. Previously, the Great Wall has successively launched tank 300, tank 500 and other models, but the recent tank 300 delivery problem has also made it controversial, in addition to the chip door problem of its Euler brand good cat model, which is an urgent problem that needs to be solved, and these factors will affect the performance of market value.
*ST Zotye can be called a "demon stock" in 2021. Since 2021, the number of stops and stops has reached 87 times, and the number of stops has been as many as 41 times, and the amplitude of the range is as high as 651.85%. In 2021, the market capitalization increased by 84.16% month-on-month.
Zotye, which has always been labeled as a copycat and imitator, has gone from glory to loneliness in the automotive industry. Because it does not have its own core technology, it cannot maintain its market position and is put on the "hat" of ST. At the end of 2021, Jiangsu Shenzhen Commercial Holdings will welcome the "takeover" of The end of the year, and whether it will make a comeback is still unknown.
03
The market value of "Wei Xiaoli" fell
Evergrande Automobile can do it again?
The three major forces of the new force "Wei Xiaoli" did not achieve profitability, and the market value data in December fell to varying degrees, with declines of 19.21%, 8.62% and 9.60% respectively.
In 2021, new energy belongs to the plate of running fire. The new forces of car manufacturing have gradually formed a moat of brand power. In terms of deliveries in 2021, the three "Wei Xiaoli" companies have exceeded the 90,000 mark, 98155, 91429 and 90491 respectively, which is only one step away from the annual sales of 100,000 vehicles.
But in December, the market value of the new car-making company faced a decline, which had something to do with the "stranding" of Biden's $1.75 trillion stimulus plan. Because the bill includes consumer subsidies for electric vehicles and financial support for charging infrastructure, the future of the bill is unclear, triggering a sharp decline in a number of new energy car-making forces in the United States. This will hit investor confidence to some extent.
A few joys and a few sorrows. Unlike the situation of "Wei Xiaoli", Evergrande Automobile's market value in December 2021 rose by 9.37%. Hengchi 5 mass production of the line, to a certain extent, stimulated evergrande automobile stock price recovery, boosted investor confidence, follow-up can go far, depends on its sales.
One hand consumer market, the other hand capital market. Although the automotive industry has been affected by chip shortages throughout the year last year, the overall performance is still remarkable. The ranking of the market value of major automobiles proves from the side that the head car companies have many years of manufacturing strength and perfect supply chain, and the market position is still difficult to shake. In addition, the global capital market is still enthusiastic about new energy and new car power, and as its performance continues to improve, it is expected that the market value will usher in a new round of growth opportunities.
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