Originally, this was supposed to be analyzed every Monday, but there was a May Day holiday in the middle, and the sales data that should have been released every Tuesday was also delayed by the major vertical media, and there was no authoritative data, so I didn't dare to write it blindly, so I studied the weekly sales data of the 17th, 18th, and 19th in an article.
First, the basic situation
In the past three weeks, the weekly delivery volume of Cialis Wenjie is about 7019, 4776, 5984 vehicles, and the May Day holiday has a greater impact on the weekly delivery volume of Cialis Wenjie, mainly because there are fewer models of Cialis Wenjie, only three cars: M9, M7 and M5.
Orders for the M9 are sufficient, and the weekly delivery volume has been falling short of expectations, mainly due to production capacity. During the May Day holiday, the third factory had a 3-day holiday. Lack of materials, equipment repair and other reasons will also be the production schedule, resulting in the current daily output of less than 700 vehicles, theoretically, if everything is normal, the weekly delivery volume of the M9 can achieve about 5000 vehicles, there is still a certain gap from the theoretical value.
Wenjie M7, judging from the weekly sales of Wenjie M7, continues to fall, one explanation is that the negative public opinion impact of the Shanxi high-speed car accident is still there, affecting some wavering consumers; Another explanation is that the M7 facelift is imminent, which will also lead to the purchase decision of some consumers in the current period.
The M5 is in a period of alternation between the old and the new. From May 15th, the new Wenjie M5 is about to start large-scale delivery, considering that the design capacity of the first plant is the same as that of the second plant, 150,000 units / year, it is expected that the weekly delivery volume of the Wenjie M5 will gradually rise, and 2,000 units per week should not be a big problem.
2. The relationship between stock price and weekly delivery
Although Cialis turned losses into profits in the first quarter, the pricing mechanism of Cialis is still priced by sales volume and sales revenue, and has not yet completely switched to the stage of profit pricing. Therefore, there is a significant linkage between the stock price of Cialis and the weekly sales volume of Wenjie.
I seem to have said this in an article, but I don't remember exactly what it was said in that article.
Therefore, the share price of Cialis broke the previous high, it is estimated that the weekly sales broke the previous high, and the weekly sales in the 10th and 11th weeks were about 8700 vehicles, that is to say, when the weekly sales of the question exceeded 8800 vehicles, it was the time when the stock price of Cialis broke the previous high.
3. Summary
Although there are many twists and turns along the way, the goal of 5,000 weekly deliveries of M9 and 2,000 M7 and M5 is not a big problem to achieve by the end of this month, that is, before the end of this month, the goal of breaking through the previous high of 106.66 can also be supported by fundamentals.
There is no shortage of bears in Cialis. Today, Yu Chengdong finally appeared, and the rumors that Yu Chengdong was not responsible for the smart car were also self-defeating; In the future, as sales steadily climb, I think some other bearish reasons will gradually become untenable.