On the first trading day of the year of the tiger, A-Shares Byd Company Limited(002594) welcomed a good start!
In early trading today, A-Shares Byd Company Limited(002594) rose by more than 9% due to the positive fermentation of January sales data, which once hit the daily limit. Meanwhile, Hong Kong shares Byd Company Limited(002594) also rose nearly 4% in early trading. As of press time, A-Shares Byd Company Limited(002594) rose 6.26% to 241 yuan / share, with a market value of 651.5 billion yuan.
Entering the year of the tiger, Byd Company Limited(002594) continues the “bull trend” of the year of the ox. According to the latest data, Byd Company Limited(002594) new energy vehicle sales in January increased by more than three times year-on-year.
By the end of September last year, the company still had more than 360000 shareholders.
Byd Company Limited(002594) the sales volume of new energy vehicles in January increased by more than three times year-on-year
the share price hit the daily limit in early trading
On February 7, the “first brother” Byd Company Limited(002594) of new energy vehicles released the production and sales express in January. The data showed that the production and sales express in January 2022 was 94101 vehicles in that month, with a year-on-year increase of 97.62%; The sales volume was 95422, with a year-on-year increase of 125.05%. Among them, the output of new energy vehicles was 91736, with a year-on-year increase of 309.66%; The sales volume was 93168, with a year-on-year increase of 361.73%.
Specifically, in January, the sales volume of Byd Company Limited(002594) EV and DM models reached 46386 and 46540 respectively. In terms of car categories, the sales volume of flagship models was 12780, with sales exceeding 10000 for five consecutive months. Among them, EV Models increased by 8.1% year-on-year. So far, the cumulative sales volume of Han has exceeded 170000, which can be said to have a firm foothold in the medium and large-scale market segments.
The Qin family also swept away thousands of troops. The sales volume in January was 26542, of which the sales volume of Qin plus DM-I and Qin plus EV were 18450 and 7086 respectively. With product advantages and prices, the Qin family continued to be popular in the market, and both plug-in hybrid and pure electric models also achieved a number of good results. According to the data, the Qin family has sold more than 530000 vehicles.
Judging from the transcripts released by the new forces in recent days, each family has generally achieved a bumper harvest. In January 2022, Xiaopeng delivered 12922 vehicles, a year-on-year increase of 115%; Ideal delivered 12268 vehicles with one vehicle, with a year-on-year increase of 128.1%; The delivery volume of Weilai was 9652, with a year-on-year increase of 33.6%; Other brands also achieved year-on-year growth in varying degrees.
Under the influence of refund and subsidy policy, Byd Company Limited(002594) and other car enterprises raise prices
institutions are optimistic about 2022 new energy vehicle industry
In April 2020, the Ministry of Finance and other four ministries and commissions jointly issued the notice on improving the financial subsidy policy for the promotion and application of new energy vehicles. In principle, the new energy subsidy will decline by 10%, 20% and 30% respectively from 2020 to 2022.
It is reported that according to the latest subsidy scheme, from January 1, 2022, the subsidy for pure electric vehicles with a range of 300 km (including) to 400 km will be 9100 yuan, a decrease of 3900 yuan compared with 2021; The subsidy for pure electric vehicles with a mileage greater than or equal to 400 kilometers is 12600 yuan, a decrease of 5400 yuan compared with 2021; In addition, the subsidy for plug-in hybrid models was 4800 yuan, a decrease of 2000 yuan compared with the previous one.
On January 21 this year, Byd Company Limited(002594) official announced the adjustment of the official guidance price of new energy models related to its Dynasty network and Ocean network, with an increase range of 1000-7000 yuan. The price adjustment will take effect on February 1. According to Byd Company Limited(002594) , the price is mainly affected by the sharp rise in the price of raw materials and the decline of new energy vehicle purchase subsidies.
Yingda Securities believes that the new energy vehicle market has changed from policy driven to market driven, and the decline of subsidies has a limited impact on the overall market growth of new energy vehicles. It is estimated that the annual sales volume of new energy vehicles will reach 5.5 million in 2022. By 2025, the proportion of new energy vehicles will far exceed the 20% predicted in the plan to reach 30%, the annual sales volume of vehicles will be 30 million, and the annual sales volume of new energy vehicles will exceed 9 million.
Everbright Securities Company Limited(601788) pointed out that it continues to be optimistic about the demand release prospect of new energy vehicles (especially the climbing trend of sales of high-end pure electric vehicles and plug-in hybrid vehicles). It is expected that vehicle enterprises are expected to hedge policy fluctuations by retaining orders and time limited pricing. It is expected that production capacity, supply chain and logistics are still the leading factors in the climbing sales. It is estimated that there will be 5-5.5 million Shanxi Guoxin Energy Corporation Limited(600617) passenger cars in 2022. We are optimistic about car companies with strong model product cycle (chip supply mitigation, strong sales volume and profit elasticity), continuous increase of new energy penetration / clear promotion path of intelligent electrification.
Huaxin Securities pointed out that after experiencing the impact of the epidemic and the industrial inflection point in 2020, new energy vehicles have ushered in a period of high prosperity for more than five years, and will still be in a period of rapid growth in the next two years. Looking ahead, the new energy vehicle industry will continue to boom upward, but the growth rate will slow down moderately after 2023. It is worth noting that the rapid growth in energy storage and other fields will bring an effective premium to the slowing lithium battery industry chain, and the valuation can continue to remain high.
last year, the stock price increased by nearly 40%
raised by a group of stars
As a big brother in the field of new energy, Byd Company Limited(002594) has been deeply engaged in new energy technology for many years. Almost all the most critical batteries, motors and electronic controls of electric vehicles have chosen self-research. At present, Byd Company Limited(002594) has built six automobile industry bases in Xi’an, Beijing, Shenzhen, Shanghai, Changsha and Tianjin, as well as Anhui Hefei factory, Jiangsu Changzhou factory and Henan Zhengzhou factory under construction.
In 2021, the annual sales volume of Byd Company Limited(002594) passenger cars was 730093, with a year-on-year increase of 75.4%. Among them, the annual sales volume of new energy was 593745, with a year-on-year increase of 231.6%, setting a new record for the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) passenger cars.
After the annual examination in 2021, Byd Company Limited(002594) also set a new annual goal for itself. In 2022, the sales target of Byd Company Limited(002594) is 1.2 million, including 600000 pure electric vehicles and 500000-600000 plug-in hybrid vehicles.
In 2022, Byd Company Limited(002594) will also enter a new round of product offensive. According to several media reports, according to the plan, Byd Company Limited(002594) will launch a number of new models, including Byd Company Limited(002594) Han DM-I, yuan plus, destroyer and so on. In addition, with the improvement of production capacity, sales may continue to rise this year.
In terms of share price, last year’s Byd Company Limited(002594) cumulative increase was nearly 40%. Since the beginning of the year, the share price has slightly corrected.
As of last year’s fourth quarter report, Byd Company Limited(002594) A shares were held by 446 funds to varying degrees. At present, the champion jiqianhai open source utility last year has the largest number of shares. In addition, many star fund products have heavy positions in Byd Company Limited(002594) .
