In the domestic new energy vehicle companies, BYD is a well-deserved king, with the increase in production capacity, BYD's monthly sales have exceeded 100,000 vehicles, in March BYD new energy vehicle sales reached 104338, ranking first in sales in the domestic market.
In addition to BYD's outstanding performance, a number of new car-making forces have also achieved eye-catching results, and the new energy car-making new force brands that consumers are most familiar with are Xiaopeng, Ideal and Weilai.
Specifically, in March this year, Xiaopeng delivered 15,414 vehicles, 11,034 ideal cars, and 9,985 Weilai automobiles, and the delivery volume of these three companies exceeded 36,000 units.
However, in the new forces of new energy car manufacturing, an undervalued enterprise has now been born, and this enterprise is Nezha Automobile. Although Nezha Automobile is not as famous as Xiaopeng, Ideal and Weilai, the sales volume of Nezha Automobile has already surpassed.
A few days ago, Nezha Automobile released the "report card" of March, and the data showed that the delivery of new cars in March was 12,026 units, an increase of 270% year-on-year, and this achievement made Nezha Automobile successfully surpass the ideal and Weilai.
In addition, Nezha Automobile also announced the delivery results in the first quarter of this year, reaching 30,152 units, which means that the average monthly sales exceeded 10,000 units, compared with 7443 units in the first quarter of last year, an increase of 305% year-on-year.
Judging from this sales performance, Nezha Automobile has steadily occupied the first echelon of new car-making forces, but Nezha Automobile, which has grown so fast in sales, has not been recognized by the capital market compared with Xiaopeng, Ideal and Weilai.
According to the information of Nezha Automobile's Pre-IPO round of financing, its valuation is only 45 billion yuan, which is indeed a big difference compared with the market value of Xiaopeng, Ideal and WEIlai of more than 200 billion Hong Kong dollars, so some netizens are also upset for Nezha, thinking that it is undervalued!
In fact, Nezha Automobile was not established for a short time, as early as 2014, almost at the same time as Xiaopeng, Ideal and Weilai to enter the market, and Nezha Automobile has more advantages than them, because Nezha is one of the few enterprises with dual qualifications and double factories.
Under the blessing of this advantage, Nezha Automobile, which was originally weak, was able to achieve a leap in such a short period of time and became a new car-making force second only to Xiaopeng Automobile in terms of sales.
Netizens believe that Nezha Automobile's valuation is undervalued on the one hand, the company's offline channels have expanded rapidly in a short period of time, and in February this year, Nezha Automobile opened 22 new direct-operated stores in one go, according to the official expansion plan, in 2022, the sales channels will cover 250 cities.
And unlike regular 4S stores, most of the direct sales stores of Nezha Automobile are distributed in shopping malls, which can make the brand exposure of Nezha Automobile open rapidly, and this marketing strategy can indeed bring many benefits to the Nezha brand.
Since Nezha Automobile is so excellent, why can't it be optimistic about the capital market? The reason is that the Nezha brand is a low-end positioning, while Xiaopeng, Ideal and Weilai are all brands facing the mid-to-high-end market.
At present, the main sales models of Nezha Automobile are Nezha U Pro and Nezha V, priced in the range of 70,000-100,000 yuan, focusing on the people-friendly price, paying attention to the sinking market of Nezha automobile, profitability is destined to be unable to be compared with Xiaopeng, Ideal and Weilai.
Therefore, the positioning of the low-end market has become the key reason why the valuation of Nezha Automobile is not high, fortunately, Nezha Automobile has begun to transform, and this year will launch a new model Nezha S, which is positioned in the high-end market and is expected to enter the price range of Xiaopeng P7.
If Nezha S can become a market hit, then the valuation of this company will certainly increase year-on-year. So are you optimistic about Nezha Automobile moving towards the high-end market, welcome to comment, like, share, talk about your views.