Buffett once said: "Life is like a snowball, the most important thing is to find very wet snow and a long slope." In fact, the stock market does not have a "god", it vividly expounds the secret of Buffett's success, that is, when the snowball is rolled, choose a large enough "long slope", adhere to long-term doctrine, and then roll more and more.
In fact, everything in the world is true. For enterprises, "long slope" is a track with enough growth, and "wet snow" is its own ability to be strong enough. From these two dimensions, Beiqi Blue Valley is one of the listed companies with the characteristics of "long slope" and "wet snow". In the critical period of high-quality development of the new energy automobile industry, Beiqi Blue Valley is an extremely important research sample, which can provide valuable experience for the whole industry to learn from.
Significant operating results ushered in a V-shaped rebound
The report of a listed company is like a report card, and the development status of the enterprise can be immediately known through various indicators. On April 7, Beiqi Blue Valley released march production and sales data, and The sales volume of Beiqi Blue Valley reached 5735 vehicles in that month, an increase of 438.5% year-on-year; The cumulative sales volume in the first quarter reached 9120 vehicles, an increase of 189.62% year-on-year. From the historical data, the monthly sales of 5735 vehicles have created a new historical high from January last year to the present. It can be seen that the operation situation of Beiqi Blue Valley has greatly improved, and it is in a new stage of development of "V" rebound.
Not only that, on March 26, Beiqi Blue Valley disclosed its 2021 annual report. According to the report, Beiqi Blue Valley's operating income last year was 8.853 billion yuan, an increase of 67.92% year-on-year; although the net profit loss attributable to the shareholders of the listed company exceeded 5.2 billion yuan, it decreased by 1.241 billion yuan year-on-year; and the net cash flow from operating activities was 4.989 billion yuan, and the cash flow turned positive.
In the past year, Beiqi Blue Valley has not only achieved remarkable business results, but also committed to promoting high-end intelligent transformation and further expanding the depth and breadth of the strategic layout of the whole industry chain; continuing to build independent technical capabilities, clearing baggage, strong foundation, and gathering momentum; focusing on the development of Jihu high-end brands, cloth channels, strong products, grabbing orders, wholesale 6006 vehicles throughout the year, synchronous growth of 747%, terminal sales of nearly 5000 vehicles, an increase of 1387% year-on-year, so as to make their "long slope" longer, "wet snow" even wetter.
All indications show that as the first entrant of new energy vehicles in the mainland, the operating conditions of Beiqi Blue Valley are stabilizing and rebounding, showing a trend of steady development. Moreover, under the general trend of automobile consumption upgrading, consumers' demand for high-end intelligent electric vehicles continues to increase, and the transformation and upgrading of Beiqi Blue Valley has stepped on the market beat. That is to say, the market value of Beiqi Blue Valley is currently in a state of serious undervaluation, facing a clear period of repair opportunities, and may consider entering the market at a low price.
"Long slope" longer build core capabilities
The reason why such great progress can be made is that on the one hand, the mainland new energy vehicle market has ushered in explosive growth, and more importantly, Beiqi Blue Valley has actively carried out strategic transformation. As we all know, transformation and upgrading is not necessarily how wrong the previous strategy was, but it is likely that "the logic of business success has changed". At present, the new energy vehicle market has shifted from policy-driven to market-driven, and Beiqi Blue Valley has followed the trend, gradually shifting its focus from the low-end to the public market to the high-end private market, and impacting the "long slope" with the Jihu brand.
The transformation and upgrading in the "long slope" market of high-end intelligent new energy vehicles is not the test of the single advantage of a certain aspect of the enterprise, but the coordination and matching of multiple aspects of the internal and external aspects of the enterprise. Under the century-old changes, automobiles are evolving from traditional mechanical products and means of transportation to electronic products and intelligent terminals, which requires car companies not only to have strong product definition and intelligent manufacturing capabilities, but also to have ICT capabilities such as software development and OTA upgrades.
Beiqi Blue Valley clearly sees "change", seizes "change", focuses on the intelligent automobile industry chain, takes product definition as the core, while strengthening its own technical competitiveness, takes "complementary advantages, win-win cooperation" as the basic principle, and establishes a solid industrial cooperative relationship with many leading enterprises in the international and domestic industries, and builds a set of "Beiqi Blue Valley vehicle hardware + Huawei software" capability system, which has achieved today's extreme fox.
To this end, Beiqi Blue Valley continues to increase investment, focusing on the construction of a research and development system covering three electrics, models, new materials, and intelligent technologies, as well as a verification system with internationally leading verification facilities and verification standards in terms of parts, vehicles, materials, and safety. Moreover, through the cooperation with strategic partners such as Huawei, Magna, Baidu, NINGDE Times, Siemens, Valeo, BorgWarner and so on, Beiqi Blue Valley aims at the needs of high-end users, breaks the boundaries of traditional car manufacturing, and quickly builds a complete industrial layout and high-quality circle of friends that meet the needs of the era of automobile intelligence, winning at the starting point. This is also the strength and strength of Beiqi Blue Valley's "overturning".
"Wet snow" is more wet Occupy high-end intelligence
On the basis of systematically promoting high-end intelligent transformation, strengthening its own technology research and development, and further expanding the resources of the circle of friends, Beiqi Blue Valley has successfully occupied the front row of high-end intelligent cars, already has technology and the ability to open a new round of attack, its high-end brand Jihu has launched alpha T, alpha S, Alpha S Huawei HI version and other excellent products, making "wet snow" wetter, satisfying consumer appetites at the same time, but also making everyone look forward to it more.
It is worth mentioning that Beiqi Blue Valley is the most investment-worthy car company among Huawei's cooperative car companies, and the two sides have signed cooperation agreements four times to jointly create the Polar Fox Alpha S Huawei HI Version, becoming the world's first intelligent driving mass production car equipped with 3 lidars and urban commuting capabilities, with high-level intelligent driving level and industry-leading intelligent network technology capabilities. Last spring, polar fox alpha S Huawei HI version of Shanghai city road without intervention autonomous driving, triggering a heated discussion across the industry.
In 2022, BEIQI Blue Valley will continue to focus on the high-end market, and drive the overall improvement of the competitiveness of the Beiqi Blue Valley market by creating a differentiated product system, mastering independent core technologies, improving marketing service experience, transforming enterprise services, and upgrading the industrial ecosystem. By the end of 2022, the dealerships of Jihu Automobile will increase from the existing 86 to 150; the annual sales of all models of the Jihu brand will strive to reach 40,000 units, and the overall annual sales of Beiqi Blue Valley will reach 100,000 units, once again becoming a "dark horse" on the new energy track.
Write at the end:
The world is full of things, and the drumming urges the steady boat. Driven by the "3060 double carbon" target and high oil prices, the development of new energy vehicles is like a bamboo. Nowadays, Beiqi Blue Valley is walking on the right road, doing the right thing, "long slope" is longer, "wet snow" is even wetter, will enter the fast lane of development in 2022, becoming a model for China's new energy vehicle companies, let us look forward to it together!