Talks with Tesla? Ningde times alarm! The market value evaporated by 240 billion yuan a week, and the brokers were bearish: hurry to sell

This article is reproduced from Hexun Network

On February 13, CATL (300750) issued a solemn statement saying that recently, a series of malicious rumors about CATL being sanctioned by the United States, being excluded from the ChiNext weight index, and negotiating with Tesla have appeared on the online platform, which has caused market misunderstandings and distortions and affected corporate reputation. Rumors are unfounded and bad in nature. In order to safeguard the legitimate rights and interests of enterprises, on February 12, 2022, our company has officially reported the case to the public security organs, and will pursue legal responsibility for rumor-mongers in accordance with the law.

According to media reports, the relevant person in charge of Tesla then responded that "it is indeed not true to talk with Tesla." ”

There were rumors over the weekend that BYD (002594) took part of Tesla's orders from the Ningde era and obtained Tesla's 204,000 units/ year battery order, the blade battery single model is C112F, and the mass production time is March this year!

In addition, on Tuesday, it was also reported that CATL was seeking help from professional institutions in the United States to inquire about the possibility of its sanctions by the United States.

This week, the stock price of Ningde Times fell continuously, falling by 17.32% in a week, the market value evaporated by 239.1 billion yuan, and the latest market value shrank to 1.14 trillion yuan. The net sale amount of northbound funds was 1.988 billion yuan.

Various institutions have also had huge disagreements on the future trend of the Ningde era.

On February 10, Beijing Capital Securities released an article entitled "How long can the Ningde era fall?" A Quantitative Analytical Perspective" report. The research report pointed out that the trend of Guizhou Moutai (600519) in 2021 has a strong similarity with the trend of the Ningde era in 2022, referring to the trend of Guizhou Moutai (600519), the Ningde era may not have bottomed out in the short term, and it is preferred to ship at a high level.

According to the analysis of the research report of Capital Securities, the choice of Guizhou Moutai as a reference sample for the Ningde era is due to the fact that the two have the following commonalities: the industry leader of the hottest track; it is recognized by institutional investors and heavily positioned; the performance growth rate is still strong, and there is no shortage of growth. Based on the above commonalities, the research report believes that from the perspective of short-term market sentiment, the future rise and fall of the Ningde era can be analyzed, and the stock price trend of Guizhou Moutai in 2021 can be referred to. Judging through fitting, the adjustment of the Ningde era may not be over, and there may still be 20% downside in the future.

However, Wei Zhichao, the chief creator of the report and chief economist of Beijing Capital Securities, was originally scheduled to hold a meeting at 8 p.m. on February 11 with the theme of "How long can the Ningde era fall?" A Quantitative Perspective's bearish roadshow will be temporarily cancelled. In addition, Wei Zhichao's research report has been "urgently removed" from various research platforms, and the relevant articles on the public account have also been deleted.

UBS released a research report on February 11, saying that a series of studies have shown that catheter has ushered in a buying opportunity, giving a target price of 700 yuan. In terms of performance, UBS believes that the 2021 financial report of CATL is 30% to 40% higher than the general expectation, and there is still a lot of room for growth in 2022.