From February 26 to 27, the 12th Global New Energy Vehicle Conference and the First Electric Vehicle Main Congress were held in Beijing. At the meeting, 25 car owners represented their brand car owners, and conducted face-to-face communication and dialogue with 20 car company representatives (5 of whom did not show up due to the epidemic) around topics such as endurance and replenishment, smart cabin and intelligent driving, service, community, and "Ta era". Deep thinking and discussion on what kind of battery life and energy supplementary experience users need, is the wisdom cabin and intelligent driving a pain point for users, and what kind of services do users expect? And what kind of community relationship is a good relationship? In addition to "Goddess" and "Iron Man", what new subdivisions can be made in the "Ta era"?
It is worth mentioning that under the joint witness of car owners and car companies, the lists of "2021 Annual Green Car List" and "2021 Top 100 Chinese Intelligent Car Enterprises" were officially released.
Among them, the green car list was voted by netizens and discussed by the organizing committee, covering multiple dimensions such as car owners, scientific and technological innovation and community construction, and finally awarded 7 awards such as the annual intelligent car, including the 2021 intelligent car award - Xiaopeng P5, the 2021 phenomenon-level model award - BYD Qin PLUS DM-i, the 2021 true endurance award - geometry C, the 2021 intelligent cockpit award - GAC AION S PLUS, the 2021 most anticipated model award - Gaohe HiPhi Z, 2021 Best Community Award - WEILAI Automobile, 2021 Person of the Year Award - Nezha Automobile Daniel Zhang.
The list of "2021 China's Top 100 Intelligent Vehicle Enterprises" was jointly released by First Electric Network, Huaxi Securities and Oliver Wyman Consulting, and Huawei, Ningde Times and BYD ranked in the top three. It is reported that the selection of this list lasted 2 months, through the query of public information combined with corporate research, all companies on the intelligent car track (limited to headquarters in China), valuation inventory, and the company valuation as the core ranking basis, and finally selected 110 high-quality enterprises, the "2021 China Top 100 Intelligent Automobile Enterprises" list was produced.
The survey found that compared with 2020, the valuation of China's smart cars has undergone structural changes in 2021, and the valuation of the smart car industry chain has increased significantly. In 2021, the cumulative valuation of the top 110 in seven categories of intelligent cars, intelligent driving, intelligent cockpits, chips, power batteries, new energy power system materials and charging and replacing systems is 109123, while the cumulative valuation of top 110 in the six categories of intelligent vehicles, power batteries, automatic driving and intelligent cockpits, motor electronic control, power battery materials, and charging and replacing in 2020 is 87915.
From the perspective of subdivision categories, smart cars fell by 33% year-on-year, while power battery system materials increased the highest year-on-year, soaring 83.4%, charging and replacing systems rose by 45% year-on-year, power batteries rose by 25%, and smart driving and smart cabins rose by 11%. Regarding the reasons for the significant increase in the valuation of China's intelligent vehicle industry chain in 2021, the organizers believe that it is mainly driven by the core components of intelligent vehicles such as new chips, power battery materials, and charging and replacing systems. The valuation of smart cars has declined, which also shows that the capital market's investment in the whole vehicle has returned to rationality, and it is more inclined to invest in core components.
Attached to the "2021 China Top 100 Intelligent Automobile Enterprises" list is as follows:
Text/Wen Chong
Editor/Chen Zhengzhong