Rebirth: The Financial Giant

The current monthly production capacity of Tianchi Technology is 150,000 vehicles, and the annual production capacity of 1.8 million vehicles is still insufficient. With the current momentum, it is a sure thing that this year's production and sales exceed last year's data.

According to the official information disclosed by Tianchi Technology, the company's third factory will be completed and put into operation in July this year. The planned annual production capacity of this factory can reach 650,000 vehicles.

That is to say, the three super factories under Tianchi Technology are fully operational, with an annual production capacity of 2.45 million vehicles.

Investors have also made a rough calculation. According to the current momentum of Tianchi new energy vehicles, the third factory will not be able to change the situation that the car is taken away after the production line is put into operation.

In other words, the vehicles delivered to car owners in the first half of the year should have a current production capacity of 900,000 vehicles. In the second half of the year, the new factory will be put into operation, with a monthly production capacity of 204,100 vehicles. In the second half of the year, there will be 1.225 million vehicles delivered to car owners. Vehicles, then this year's full-year shipments are expected to reach 2.125 million data.

In the first year, the sales data reached one million, and the next year directly reached more than 2 million. This growth rate is simply exaggerated to outrageous.

And this year, Tianchi Technology should release new products.

Since Tianchi Technology’s unilateral surge of nearly 43 times last year, everyone’s valuation logic for new energy vehicle companies has changed. Even retail investors know that new energy vehicle companies cannot be regarded as traditional fuel vehicle manufacturers. It should be valued according to the logic of the network information platform, or according to the logic of Internet companies.

For traditional car manufacturers, the valuation given by the market is basically around 10 times the price-earnings ratio, while the Internet companies basically start with a price-earnings ratio of 30 times, so Tianchi Technology has plummeted and can reach a new high in just over three months.

As for yesterday's limit-down, it was entirely because of systemic risks and the emotional mishaps caused by black swans.

In the evening, the U.S. stock market opened. Tesla soared +19.89% today, and its share price hit a record high of $780 per share, with a market value of $141.1 billion, or about 990.1 billion yuan.

Big A's shareholders saw Tesla's stock price skyrocketing late at night, and couldn't help but ridicule for a while. Is this the rhythm of Wudang Tiyun Vertical with Tianchi Technology again?

In fact, there is also a new piece of news about Tesla today, that is, the super factory in Shencheng. This super factory with an investment of about 50 billion yuan is planned to be officially put into production at the end of last year, with a planned annual output of 250,000 vehicles in the first phase. After the completion and operation, the planned annual output is 500,000 vehicles.

The stock price of Tesla is almost the same as that of Tianchi. It has been rising all the way in the fourth quarter of last year. The trends of the two are different, but the overall trend is upward. This is the same.

Due to the impact of the black swan, the production line is delayed for a week or two, which will undoubtedly affect Tesla's first-quarter profitability. However, according to Tesla's latest news today, the super factory in Shanghai will resume on February 10. Tesla's stock price rose sharply as a result of the production.

The reason why it was not hit by the terrifying sales volume of Tianchi technology is because Tianchi does not seek global expansion, but specializes in the Greater China market, while Tesla sells globally, and there are almost no competitors in overseas markets. , The most worry is that Tianchi technology, which is also regarded by Tesla as the current biggest potential competitor, will not be available in the Greater China market.

Therefore, global investors have gradually formed an expectation that in the future, the global market will belong to Tesla and its basic market, the Greater China market will belong to Tianchi Technology and its basic market, and global new energy vehicle companies will form a monopoly pattern of two giants.

What the two giants are doing now is consolidating their own fundamentals. As for whether they will expand each other's territory in the future, that is all in the future. Contradictions will be covered up. Everyone lives well in the blue ocean market. Only in the red ocean market will fierce and full competition break out.

In the current incremental market situation, both parties can be at peace.

The strong production capacity and speed of Greater China also surprised global investors. This series of factors was finally reflected in the stock price. Tesla hit a record high, and Tianchi Technology next door had already broken through the previous high of 271.91 and hit a record high.

It is worth mentioning that with the rise of Tianchi technology, a new automobile industry manufacturing cluster is being formed in the Greater China market. Previously, the domestic automobile industry manufacturing clusters were mainly in the Pearl River Delta, Yangtze River Delta and Northeast China. a Ningzhou metropolitan area.

Zheng Hongrui once suggested that Tianchi's technical headquarters should be located in Ningzhou, and then the manufacturing center should be located in the Yangtze River Delta. After all, there is a complete automotive industry chain there. The leaders of Ningzhou City couldn't sit still when they heard about this, and hurried over to do it for Lu Ming. Work, I hope Tianchi Technology will stay in Ningzhou.

In fact, Lu Ming wouldn't do it without a leader. In the end, all the factories were settled in Ningzhou. The reason is very simple. Of course, the Shencheng Yangtze River Delta region has the advantage of a complete industrial chain, which can save Tianchi technology. a lot of cost.

But at the same time, too much concentration also has drawbacks, and once something goes wrong, it may lead to the rupture of the supply chain.

Therefore, I chose to stay in Ningzhou, even if it costs more. Today, the Ningzhou metropolitan area has formed the third automobile industry cluster base in the Greater China market by relying on Tianchi technology. .

Starting this year, the production and sales volume of Tianchi Technology has entered the era of 2 million vehicles. A huge and brand-new automobile industry is booming in Ningzhou. In order to supply it, Tianchi Technology's upstream and downstream suppliers have to come to Ningzhou. Settling down, because it can save costs, some rely heavily on Tianchi and even move the headquarters directly.

In addition to having a complete automobile manufacturing industry chain, Shencheng has another major advantage: relying on the sea, which can greatly save transportation costs. This is an incomparable geographical advantage in Ningzhou, which has no sea port in the mainland.

But then again, Tianchi Technology does not consider the expansion of the global market at all in a short period of time, and is dedicated to operating the Greater China market, so relying on the sea or not on the sea does not have much impact.

In the future, if you decide to go overseas to explore the international market, the production capacity will definitely have to be expanded. The big deal will be to go to Shanghai to build a new production facility to supply overseas markets. This will be a matter of many years later, and it will not be included in the current layout.

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The time comes to Tuesday, February 4th.

Big A ushered in the darkest moment on the first trading day after the holiday, and today enters the second trading day after the holiday.

In the morning call auction, the Shanghai and Shenzhen markets both gapped and opened lower again. After the market plunged yesterday, the inertial action of killing again appeared.

Big A is helpless, run! !

At 9:25, the results of the call auction of the three major indexes came out. The direct bidding of the Shanghai Index broke through the 2700-point integer mark, and the bidding opened -2.23% to 2685.27 points; the Shenzhen Component Index opened -2.05% to 9578.87 points; the ChiNext Index Reported to open lower -0.54% to 1786.16 points.

Of the three major stock indexes, only the ChiNext board means that there is no auction record low.

In terms of individual stocks, the much-anticipated Tiansheng Holdings once again hit a new low for the year today. The call auction opened at a low -2.90% and the opening price was 108,259.81 yuan. The market opened so poorly that basically the stock king is not much better. Conversely, it can be said that the stock king It's not much better to drive such a bad market.

The stock king yesterday revealed a new record for the single-day transaction volume since its listing, blasting an unprecedented transaction value of 112.6 billion. This opening trend gives people the feeling that the large funds received yesterday are about to be trapped in the rhythm.

In contrast, Tianchi Technology, a pro-son listed on the Science and Technology Innovation Board, bucked the trend and hit a high-standard opening price today. Tianchi Technology opened a sharply higher +5.39%. The opening price was 242.99 yuan.

Investor: Yesterday, my father was more powerful, but my son was pulling his hips. Can I change it to my son today?

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