my Along with Huawei smart car king churning, the domestic b...
my Along with Huawei smart car king churning, the domestic bandwagon big brother BYD firm for a year's share price also fell to 200 near the end of the year, the overall situation is not optimistic, stock investment should pay attention to avoid risk.
1, consumer desire downward: this year's expected end of the year to replace the car tide has not yet arrived trend, people's pockets no money, money no money to buy a car for the New Year is not very spiritual.
2, super in-roll and profits for the market is just an aphrodisiac: light car companies in the supply side of the in-roll volume increase also cut prices to profits for the market in the short term a stream in order to make the annual report look good, and now also almost to the end, who blood thick can be stood up a year, two years or three years?
3, the market increment is no more only stock killing: new energy penetration rate than expected 2 years ahead of schedule to reach more than 40%, grabbing the fuel car's rice bowl and how much space?
4, the moat of technological change gradually become lower: although the Chinese people in the basic innovation is still shallow, but the application level of follow or micro-innovation speed has been leading the world, the facts will prove that the auxiliary driving L3 level will become the standard, no matter whether it is a self-research or hold Huawei or other thighs, will be in a year or so at the latest, the latest two years to pull the basic, it is just spend money on digging up people well, this crowded circuit will soon be Overinvestment. 800v high-voltage charging, one-piece die-cast body and so on is the standard is no longer the threshold.
5, "big fish eat small fish" or "fast fish eat slow fish": both big and fast fish will live longer, both small and slow will have no chance of survival, and ultimately all enterprises should return to the ultimate trial of social value, these values may be embodied in the "Lower cost" with less resources to build the best car, or in the "lower risk" full-stack self-research or supply chain can be controlled, or in the "brand mentality" early to establish a high-end mind will be Live easier, or in the "disruptive innovation" with a new vehicle itself and car and human perception, communication, action response architecture to replace the old stacked logic, self-research bottom chip reconstruction of the intelligent era of people car home computing base, and so on and so forth.
Therefore, around the end of the new energy stock market is expected to have a round of violent shocks, 23 years in the second half of the bullets of the various car companies gradually run out, fattening order sales to the year after how long can last? Not to mention that there are new giants waiting for the opportunity to wait to come in, but for individual investors, how to convince themselves not to be that leek has been the eternal problem. private equity team and I through the listed company's fundamentals, news, technical aspects The private equity team and I through the listed company's fundamentals, news, technical aspects, and even on-site investigation, comprehensive statistical capital data, with 100% profitability certainty, its rise will not be affected by the market environment, if you're confused about the current market, you can continue to wait for December's advanced insider stock $ZHENGWEI GROUP(02147.HK$
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