Shareholders cash out crazy, with a market value of 122.9 billion in 3 months!Is the ideal loss of "ideal"?

The ideal ONE price reduction and suspension of production have not yet passed, and the ideal car has spread on "new things."

According to media reports, Shen Yanan, an ideal automobile executive and the position of president, sold a total of 1 million shares of company shares in the last 5 days, cash out 13.1638 million US dollars, equivalent to more than 90 million yuan.

Although this may only be a simple shareholder reduction, and 90 million is not a big number for the ideal car with a total market value of nearly 200 billion yuan, but today the ideal car is at the cusp of public opinion. Pushed the ideal car to the hot search again.

As a member of the new forces of cars, the recent ideal car can be said to be constantly storm.

In addition to the executive reduction mentioned above, the recent ideal car has caused a lot of controversy on the price reduction sales of the ideal ONE of its models. The ideal car in August was only 4571 units, a significant decline of 56.1%from July. The total delivery volume in the first eight months of this year was 75,396 units, which has been overtaken by zero -run cars.

There is no doubt that under the recent influence of many empty air, today's ideal cars have fallen into the altar; the new power manufacturing giant who used to "create a move for users and create happiness" as the mission can still be Retain your "ideal"?

Continuous holdings, the stock price plummeted, the ideal car was "abandoned"

As a new brother of the past car, the ideal car was also the darling of capital.

Judging from the trend of the ideal car's Hong Kong stocks (02015), since the listing of Hong Kong stocks in August last year, the stock price of the ideal car showed a shock.

With the continuous favorable for new energy vehicles in the second quarter of this year, its stock price hit a historical high of HK $ 165.3 on June 24 this year, with a total market value of HK $ 344.65 billion, equivalent to RMB 306.9 billion.

However, the ideal car's "high light moment" does not last long; with the frequent emergence of recent sharpness, the ideal car has quickly fell down the altar. Among the many empty air, the most noticeable is the shareholder reduction. It's right.

According to the disclosure of the Hong Kong Stock Exchange, on September 2 this year, Shen Yanan, a company executive, reduced its holdings of 400,000 Hong Kong stocks; 5 days later, on September 6th, Shen Yanan once again sold 600,000 Hong Kong stocks of the ideal car, two in total, two times, a total of twice, a total of twice Selling 1 million shares, the amount exceeded 90 million.

For the ideal car with a market value of more than 200 billion yuan today, the reduction of 90 million has little impact; but the ideal car has recently been in negative news. Shen Yanan's choice is a bit "unsuitable".

It is worth mentioning that this is not the first time that the ideal car has been reduced by an executive for the first time.

According to media statistics, as early as December last year, Shen Yanan had reduced its holdings of 2 million ideal cars, with a total amount of more than 200 million yuan. In March of this year, Wang Xing, the largest external shares of the ideal car, Wang Xing, Wang Xing It has also been reduced to the shareholding of the ideal car three times in two days. The shareholding ratio has decreased from 22.89%to 22.82%, with a total amount of more than 300 million.

Affected by the reduction of shareholders, in terms of stock price, the stock price of the ideal car in the past three months has fallen significantly.

As of the closing of September 16, the ideal car Hong Kong stocks closed at HK $ 99.1, falling below the 100 Hong Kong dollar. Compared with the highest price of HK $ 165.3/share three months ago, the stock price of the ideal car has fallen 40%. The market value evaporated HK $ 138 billion, equivalent to RMB 122.9 billion.

In addition to being reduced by executives and shareholders, from the perspective of the stock price, today's ideal cars have been "abandoned" by many small and medium investors.

Under the pressure of performance, the ideal car is losing "ideal"?

For ideal cars, executives' reduction and stock price decline may be just short -term.

What really has a significant impact on the ideal car is a series of decision -making changes recently made by the ideal car under the pressure of performance.

The ideal car was born in 2015. Its founder Li Xiang is a well -known "big coffee" in the industry. He once founded the bubble net and car home. When the wave of new energy vehicles rose, Li Xiang also followed the new energy automobile industry Essence

Li Xiang, who used to be an Internet entrepreneur, naturally understands the importance of user experience. When the ideal car was founded, he used the user experience as a selling point. From the design of the ideal ONE Internal technology is full.

With the deepening of the user experience, although the ideal ONE has been constantly criticized by the car commentator, it still has a large number of loyal fans, and the ideal car is based on the ideal ONE model. It has only been established in less than 10 years. It has successfully entered the market, and the ideal ONE even won the new energy SUV market sales champion.

However, the ideal car, which has always paid great attention to the user experience, has recently chose "back thorn" consumers.

In September this year, the ideal car announced that the ideal ONE would reduce the price by 20,000 yuan, and it would upgrade the production and increase the production.

For a mature model, the suspension of production is undoubtedly a major event, which will cause the value of the new car and the value of used cars to shrink significantly. After -sales maintenance may also be a very troublesome thing. As the founder of the car home, the founder of the car home Li Xiang would not be unclear the huge impact behind this, but he still chose the most direct practice of discontinue production and was not responsible for consumers. According to media reports, as of 20:00 on September 14th, more than 2,000 people have participated in collective complaints on the ideal car. The ideal car has been difficult to accumulate and a large number of loyal fans will consume in this storm this time. All.

In fact, the reason why Li Xiang chose to stop production of the ideal ONE was a large part of the pressure of performance.

From the perspective of financial report data, since 2018, the ideal car has been in a loss, of which from 2018 to 2021, losses of 1.85 billion, 3.282 billion, 792 million, and 321 million, the total loss of 4 years was 6.245 billion; according to it According to the semi -annual report data, in the first half of this year, the ideal car lost 629 million, and the loss in the second quarter exceeded 600 million, which was significantly expanded from the first quarter.

Facing the pressure of performance and the current situation of being unable to make profits, maybe Li wants to choose to stop production of the ideal ONE.

However, there is still great uncertainty if the ideal ONE and the push new products can bring good results; in addition, when the ideal car loses "ideal" for its performance, its biggest selling point has gradually gradually gradually gradually gradually gradually gradually sold disappear.

How far can I go to the first advantage, how far can I go?

From the current point of view, the prospect of the ideal car is not optimistic.

In addition to the all -in -air mentioned above, increasing external competition is also a big problem facing the ideal car.

With the catch -up of traditional car companies in the past two years, the new energy vehicle market is no longer the world of new vehicles. According to the latest data, in the TOP10 of new energy passenger cars in August, except for Tesla, 7 seats were occupied by traditional car companies. Only Nezha and Zero Running in the new forces of the car were occupied. The car is on the list, and the ideal car has disappeared on the list.

If you just look at the sales data of the ideal car, the sales volume of the ideal car in August this year is only the poor 4517 units, and even 5,000 units have not been achieved, ranking the bottom of the new forces of the car; and the cumulative delivery of the ideal car in the first 8 months, the cumulative delivery of the ideal car was delivered The amount is 75,396, and the data is not dazzling.

In fact, when traditional car companies began to force new energy vehicles, due to the accumulation of technology, funds, stores and other aspects, most of the traditional car companies have surpassed the previous new vehicle construction forces, "Wei Xiaoli "’s The first advantage has been exhausted.

In addition to sales, more and more car companies have begun to launch an extension model to compete for the market directly with the ideal car.

作为“奶爸车”，此前使用增程式的新能源车企并不多，但随着理想ONE取得不俗的成绩之后，很多车企都开始推出增程式车型，根据媒体报道，长安的深蓝、 Dongfeng's Lan Tu, Zero Running, Involved World, Nezha and other car companies have launched extended models, and the competitive pressure facing ideal cars has increased significantly.

Of course, it is worth mentioning that the current ideal car is in the stage of replacement. The L8 and L9 models of the ideal car have not been delivered, so the current data cannot completely show the current situation of the ideal car; The ideal ONE incident broke out. The reputation of the ideal car has collapsed. Without the ideal car of "ideal", it may be difficult to get the previous brilliant results.

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