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Original title: Burst!Beijing SuddenlyBYD“Explosion” The latest response from the car owner holding a baby escape company! A call for thousands of people to participate in the fire track is too crowded?Source: Brokerage China
The news of BYD’s electric car explosion has been swiped!
On November 23, some netizens broke the news that a suspected BYD Qin Pro exploded in the basement in Beijing.ZhongguancunNo. 1 underground garage. According to the circle of friends of the car owners circulated on the Internet, the car owner picked up the child and got out of the car when he heard the sound in the car. Then the car exploded, causing no casualties. It is reported that the explosion occurred at around 9 p.m. the previous day (November 22). The owner of the car was not a person working in the Zhongguancun No. 1 Park, but a customer who came for dinner that night.
How true is this matter? What happened at that time? According to the official response of BYD Auto, the fire on the scene was put out in time, there was no explosion, and there were no casualties. The vehicle will be sold in early 2019, and the specific reasons will be further investigated in cooperation with relevant departments. The starting train type Qin Pro EV transmitted on the Internet is not accurate, and the starting train type has not yet been confirmed.
Recently, the enthusiasm for the new energy car track has reignited. On November 22, in a conference call about the current situation of electric vehicles held by a leading brokerage firm in Shenzhen, the number of participants was close to 10,000, and it caused a “congestion” at one time. From this point of view, the new energy car track is currently quite popular, and the heat is a bit too “frightening.” And because some institutions need to do a market capitalization at the end of November, and this track is also a variety of funds, so the market has high hopes. So, will this BYD accident extinguish this momentum?
Suddenly pass BYD explosion
The explosion of BYD’s electric car suddenly disappeared.
On November 23, some netizens broke the news that a suspected BYD Qin Pro exploded in the basement at the underground garage of No.1 Zhongguancun, Beijing. According to Internet reports, the car owner’s circle of friends showed that the accident did not cause any casualties. The owner of the above-mentioned online transmission posted a message in the circle of friends: “At that time, I heard the sound in the car and felt wrong. I hurried to take the child and get out of the car and ran away. Fortunately, everyone was fine. After finishing the transcript, I returned to the scene and saw the car burnt like this. I was really scared. .”
On November 23, according to the site of Tencent Automobile, the explosion area had been sealed off, and there was still a strong, pungent explosion smell. It is reported that the explosion occurred at around 9 p.m. the previous day (November 22). The owner of the car was not a person working in the Zhongguancun No. 1 Park, but a customer who came for dinner that night. Witnesses revealed that several fire trucks arrived that night. “The basement of Zhongguancun No. 1 is a place where vehicles from outside the park can enter and park at a fee.”
This is not the first time a BYD electric car has caught fire. At the end of October last year, the Qin Pro EV spontaneously ignited after being charged at the Yantai Special Call Charging Station. However, with the increase in the number of electric vehicles at any time, the daily news about electric vehicle fires is also common, but there are few explosions. Therefore, if there is a legendary “explosion” this time, it will be a blow to electric vehicles.
On-site security personnel told the media that before the accident, the vehicle was charging using a charging station. The site showed that the charging pile was provided by Xingxing Charging, and the customer service staff of Xingxing Charging told the media that none of the charging piles in this area are currently available.
BYD batteries have always been known for their safety. So, what happened? Some media asked BYD officials to verify the above news. BYD responded that the vehicle was sold in early 2019 and will cooperate with relevant departments to further investigate the cause of the fire. The train type Qin Pro EV reported on the Internet is not accurate, and the train type has not been confirmed yet. Regarding the situation at the scene, BYD stated that the fire had been put out in time, there was no explosion, and there were no casualties.
Electric car investment fire
In October, the production and sales of new energy vehicles were 397,000 and 383,000, an increase of 133.2% and 134.9% at the same time, and an increase of 12.46% and 7.20% from the previous month. From the perspective of brands and models, many models performed well. Although affected by the shortage of chips, most of the new car manufacturers have experienced a decline in the development of the first 10 months, but as a whole, they have maintained an upward trend in the general direction. Minsheng Securities predicts that domestic electric vehicle sales are expected to exceed 3 million in 2021, an increase of 119% year-on-year; it is estimated that electric vehicle sales will reach 5 million in 2022.
In addition, judging from the overall performance of the Guangzhou Auto Show, which opened on the 19th, the new energy vehicle sector is highly popular. From the perspective of exhibited models and passenger flow, new energy vehicles are the focus of car companies and consumers.
In the secondary market, recently, the new energy car track has rekindled. This Monday,Ningde eraOnce it soared by 6.57%, foreign investors bought the stock again this Tuesday. At the same time, lithium mining concept stocks have also continued to surge in recent days.
The investment enthusiasm of the electric vehicle industry chain can also be seen from a telephone conference. In the evening of the same day, in a conference call with a recent introduction of electric vehicles held by a leading brokerage firm in Shenzhen, the number of participants was close to 10,000 at one time, and it caused a “congestion” at one time. From this perspective, the new energy car track is still quite popular.
In addition, because some institutions need to do a market value at the end of November, and this track is also a variety of funds, so the market has high hopes. Minsheng Securities believes that in the short term, the middle and lower reaches of the new energy vehicle industry chain are fully scheduled and will continue to grow rapidly in the second half. Identify the “track” of high growth.
Is the track too crowded
Judging from the enthusiasm of investors, the current track seems a bit crowded. So, is it too crowded? Let’s take a look at the data:
First of all, from the perspective of transaction value and market value, you can compare the liquor in mid-February. According to data, on February 18, the market value of liquor exceeded 6 trillion yuan, which is almost the highest point of the market value of liquor this year, but the turnover on that day was only 55.8 billion yuan. Today, the market value of the lithium battery sector is close to 6 trillion yuan, but Tuesday’s turnover exceeded 112.7 billion yuan.
Secondly, after the disclosure of the third quarter report of public offerings, according to Tianxiang statistics, in the third quarter, CATL surpassed Moutai and became the top stock of public offering funds. According to statistics from Tianxiang, among the 3,973 active investment partial-equity funds, 1,225 funds hold Ningde Times, with a market value of 117.1 billion yuan as of the end of the third quarter. 1217 funds are held in heavy positionsKweichow Moutai, The market value of positions held is 109.2 billion yuan.
The difference between lithium batteries and liquor is that there are more data on individual stocks, and the industry chain extends longer, so there are many participants. In addition, the current prosperity of this sector is indeed very high, just like the liquor at the beginning of the year. However, with the decline in consumption data, the liquor cycle gradually subsided. Today’s lithium batteries have yet to see signs of cycle fever.
However, the lithium battery industry chain is not without shortcomings. The aforementioned BYD explosion rumors may cause investment disturbances. The problem now is that compared with liquor, the gross profit margin of the lithium battery industry is not high, but it consumes a lot of resources, and it also faces the risk of technological iteration. Many investors often ask a question: Given a long term, are you willing to hold Moutai or the Ningde era?
(Source: Brokerage China)
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