"New forces" forced the first echelon, Wei Xiaoli couldn't float anymore

Facts have proved that if a business owner is confident in his company, he will buy his own stock on his own pocket, such as why Xiaopeng.

Recently, He Xiaopeng bought Xiaopeng Automobile's stock again. According to the announcement, the controlling shareholder Simplicity Holding Limited has purchased a total of 2.2 million US deposit stocks in the open market.

The shareholder is wholly -owned by He Xiaopeng. As of the purchase, He Xiaopeng accounted for 20.5%of Xiaopeng Automobile's stock. Before the news, Xiaopeng Automobile's stock had slipped down, and Hong Kong stocks Hengz set the largest decline of 62%since the end of June.

Seeing that Xiaopeng Automobile's stock trend is not good, He Xiaopeng paid for the market twice to vibrate the market. After buying 2.2 million shares, the entire Xiaopeng Automobile rose to more than 10%. Confidential measures.

Confidence is a mentality that entrepreneurs must have, but the market does not necessarily pay. At present, Xiaopeng's stock price is still low. The new G9 models on the 21st are even more controversial in the market. lock up...

Where does He Xiaopeng come from?

01. Xiaopeng Automobile's "New Story"

In September of this year, the medium -sized pure electric SUVG9, which was launched in advance for 2 months, was on sale, with a price range between 309,900 and 469,900 yuan.

Xiaopeng promoted "comparable to Bao Shijie Cayenne" on Weibo, "Compared to GLS Maybach", "the best SUV within 500,000 yuan", but on the day of the release, the spit from netizens was endless.

"The configuration of different versions of the model is extremely complicated, and I don’t understand it at all!"

"What is disappointing is that the selling point of the propaganda is not standard ..." Some netizens even blatantly shouted to withdraw.

It is worth noting that this will be the new product release time of the ideal L9.

This kind of public opinion obviously made Xiaopeng at a disadvantage. In the end, He Xiaopeng's approach was unexpected, and even set the first time in the history of automobiles.

Two days after listing, Xiaopeng urgently changed the configuration of the new car and made the pre -promoted XPILOT intelligent auxiliary driving become standard in the entire system. Temporary changes are rare, and all G9 models have also reduced the price of 20,000 yuan in disguise:

Although the price was adjusted, before G9, the most expensive model of Xiaopeng's P7 Pengyi version was priced at 390,000 yuan, autonomous driving and 11 cameras, 10.25 -inch full LCD instruments+dual 14.96 -inch 2K screen highke available high. Playing has laid the high price foundation of G9.

He Xiaopeng has high hopes for the sales of G9. In the state of low stock prices, the same new product is urgently needed to allow Xiaopeng to get capital. Although the capital looks at the future, it values ​​the fresh "gimmick" and "story" in the following.

For the packaging of G9, Xiaopeng believes that this is a sign of the change of the old and new era. He calls G9 the benchmark of Porsche as the benchmark of the previous era, so Xiaopeng G9 will take over this position and become the benchmark of the new era. "

In the eyes of riders, Xiaopeng's name always gives people unable to climb the premonition of the Ya Church, and from the perspective of holding Porsche, it is not enough to rely on intelligent and high -priced benchmarks.

国内蔚小理三大造车新势力在新能源净土上争抢份额，盈利便是一个企业基础能力的体现，在G9上市前夕的低谷期，小鹏曾推出过一款现金折扣促销活动，清除老At the same time, the overall turnover of the stock inventory will ensure the high quality of gross profit.

In the Q2 telephone meeting, He Xiaopeng said: G9 can not only help Xiaopeng Automobile achieve sales growth, but also help the company's gross profit margin. The medium and long -term goal of Xiaopeng Automobile is to increase the company's overall gross profit margin to more than 25%.

It can be seen how much Xiaopeng's bicycle profit is.

The industry competition has many self -storms. The three new forces of the three major cars have not performed well in the secondary market recently. Wei Xiaoli walked up, and the increasingly increasing advantage and the share of gradually dividing are becoming the opening remarks of the industry before the industry.

As for whether Xiaopeng can reduce prices in disguise and change the configuration of the company's overall stock price and increase gross profit within the new product cycle, it remains to be tested by time.

02. Wei Xiaoli can no longer "float"

Although He Xiaopeng showed his morale for his own back, he obviously was a little embarrassed in front of the "new forces" of the car.

Huawei and Xiaokang's Saisi jointly created the questioning industry M5 achieved a sales volume of 30,000+ in August. The industry in the industry agreed that the launch of the M7 may make AITO a later dark horse in the industry.

Zero Running Technology is expected to be launched on the 29th against the trend. Once the listing of the Mainland and Hong Kong is the first to launch a strong heart in China, because it has opened up the precedent for the mainland subject to go public directly in Hong Kong.

In addition, the latecomers have been going up all the way. From the initial monthly delivery, more than 1,000 units, to more than 7,000 units in August this year, the delivery time has been reduced from 110 days to 45 days. Extremely speed.

The industry will not be smooth sailing, and someone will be photographed on the beach: Weimar, who has just went to Hong Kong to submit an IPO application, lost 8.2 billion in 2021. At the time of the collective force of "new forces", Wima chose to escape the market and refuse to refuse to refuse The car delivery volume in the first half of the year is not announced.

Some people in the industry speculate that Wima, who is difficult to exceed 5,000 vehicles in the monthly delivery, is either revoked or was auctioned. The second echelon of the new forces of the car building is driving Wei Xiaoli at a rapid speed. From the perspective of the total delivery of the first half of the year, Nezha and zero running all catch up with their ideals and Weilai. Not only are traditional car companies incubating The new forces have also made a breakthrough in sales.

Wei Xiaoli can also win a market title alone. In addition to grabbing the opportunity of domestic electric vehicles, there are also appropriate prices, high play and sociality, such as Xiaopeng P's lifting Dana audio, ideal ideal ONE's 360 -degree panorama, steering wheel heating, etc.

However, in the face of the overtaking of the second echelon, Wei Xiaoli's mentality has already changed, and it has revealed a trace of anxiety.

"Creating a car is a typical marathon. Don't get too far at the beginning. The first two and the first three are the most comfortable, and the middle and late stages will work again." He Xiaopeng believes that smart cars will completely change people's lives in the next ten years. Keep the current position and be the main force of the first echelon.

In the past, the competition of electric vehicles only had "Wei Xiaoli", but now it is the main battlefield of the first and second echelons.

At present, the first echelon is building a strong technical barrier, and "creating the ultimate cost -effectiveness" will also bring certain development opportunities to the second echelon.

The fourth quarter is coming, and the auto market has entered the peak of traditional sales. According to the China Business Intelligence Network News, the sales volume of Chinese new car companies in 2021, a year -on -year increase of 215%, a concentration of 3.6%, an increase of 2.1 percentage points over the previous year.

Pure trams have policy environmental protection, but demand is limited. Once the number of domestic automobile markets is saturated, how to make old consumers willing to replace the latest products is the key, just like Cook's new 10,000 yuan iPhone every year. The change of new and large appearance changes, and the latest intelligent features are attracting consumers to consume repeatedly.

The smart island of iPhone 14 drives the overall 14 series sales. Compared with the more changing features of the iPhone 12 and iPhone 13, the update and upgrading of chips is not a "new story".

The new story of G9 plays an absolute warning role in all new power car companies. Once Wei Xiaoli's core models drive internal reshuffle, it will be conducive to the improvement of the domestic intelligent and automated industry chain.

The new energy vehicle is held up to the air outlet. It is an inevitable trend. In the future, brands that lack cost -effective and technological innovation will be squeezed off. Essence

Traditional luxury cars are being intelligently opened up. In the future, luxury cars will not only refer to classic models such as Porsche Cayenne, but also provide a new name for equipping more modern and intelligent models.

Although there is a lack of feelings, new forces will tell new forces than anyone else.

refer to:

Who can laugh at the end in the new pattern of the new launch of the car -building forces — Securities Times

Xiaopeng Automobile's stock price slipped down the trough He Xiaopeng to spend nearly $ 30 million to increase its holdings -Securities Times

He Xiaopeng's "Calling Board" traditional luxury car circle, Xiaopeng G9 is stable or floating? —— Hexun.com

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