[Brief comment from the perspective of investment banks: What leeks are cut by Tesla's price sickle? ] 】
1. Background:
Recently, after Tesla's price sickle slashed three times, China's new energy car companies were not lightly frightened, only this week, there has been news of price cuts by Extreme Krypton, Qianjie, and Xiaopeng.
2. Data:
After Tesla cut prices earlier this month, Tesla's average daily sales in China jumped 76% from the same period in 2022 to 12,654 vehicles between January 9 and January 15. (From CMBI Compilation)
3. Who is the real scythe?
Under the blowout market of the new energy vehicle industry driven by domestic and foreign capital, a number of new energy vehicle factories have fallen in 2022, and the situation will be more severe in 2023. Go without saying.
4. Who are the real leeks?
Most Chinese new energy vehicle companies were cut leeks by the big capital behind Tesla without seeing the dawn of profit. Of course, there is an exception, that is, BYD, which has various core technologies for the production of new energy vehicles and has already gone abroad.
5. Middle Game:
The winner-take-all capital game has been vividly interpreted in the new energy vehicle track. Too many leeks, too much cannon fodder ...
6. Ending:
Looking at the 50-year ending, what will the popularity of driverless intelligent new energy vehicles look like in five to ten years? Technology leaders win the world, business model innovators win the world. It can be predicted that in another five or ten years, driverless intelligent new energy vehicle manufacturers will not sell new energy vehicles, but a more convenient, fast, safe, efficient and comfortable travel lifestyle. It can be predicted that many new energy vehicle manufacturers will become capital bubbles and end up with a bamboo basket...