AutoBeta(AutoBeta.net)02/07 Report--

In the past year, under the influence of the epidemic in the automobile market and stock competition, the performance of the three major domestic car brands is indeed "impressive." in particular, Lulai Motor is highly sought after by the capital market, and its share price has risen more than 10 times in the past year. the current market capitalization is 88.6 billion US dollars, ahead of established car companies such as BMW and Daimler.

Li Bin, CEO of Xilai, made clear his goal in a CCTV interview program on Feb. 6. At present, the new energy vehicle market is about 1 trillion yuan in sales, while Mercedes-Benz, BMW, Audi and other manufacturers account for more than 20% of the market share. The goal of Wei Lai is to seize more BBA market share in five years or more, hoping that one day there will be one third of the world.

In response to the recent price cuts by Tesla and BMW, Li Bin said in an interview that the price of Xilai will not be reduced, and the price reduction is an emotional injury to regular users. We should be grateful to those users who have chosen us and be kind to them. In addition, Li Bin also said that for every penny, if Ulai reduces the sales price of cars, although it can gain a certain market share, car quality and after-sales service may also decline to a certain extent. for NIO, which is committed to doing a good job of service, it is far away from the corporate philosophy and goes against its original intention. He believes that buying NIO is to participate in a beautiful thing, very valuable, users can watch the brand grow up day by day, overcome difficulties, buy Mercedes-Benz, BYD is not.

Although Tesla's price cuts have been particularly frequent in the past year, and many people feel that Tesla's price reduction has had an impact on it, Li Bin does not think so. Li Bin said in an interview that at present, the average price in the market is about 400000 yuan, and Tesla has reduced the price from more than 400,000 yuan to more than 200,000 yuan. at first, Tesla's price reduction did have an impact on NIO, but now the attack on NIO has been reduced, and even Tesla reduced prices in the later stage, and NIO's sales increased instead.

Prior to this, Li Bin publicly said that Tesla wants to become Toyota and Volkswagen and be an automobile product affordable to domestic consumers, while NIO's goal is to be the BBA of the electric car industry, with Mercedes-Benz and BMW in the short term and Apple in the long term.

Although the current market capitalization of Lulai has surpassed that of Daimler and BMW, in the eyes of many consumers, there is a big gap between Lulai and BBA in terms of product strength, brand strength and sales volume. Soon after Li Bin's "small goal" was made public, he was questioned and ridiculed by netizens. Some netizens commented that they would compete for BBA if they could not beat Tesla. Another netizen said, "Don't stop the medicine. Luo Yonghao thought the same way at that time", implying that Luo Yonghao founded Smartisan to bid for Apple, but ended up lonely in the end.

In the face of the teasing of netizens, it seems to have caused the dissatisfaction of Luo Yonghao. Luo Yonghao retweeted on Weibo and commented: the total market capitalization of Lulai has approached or even surpassed that of BBA, and there are so many big fools who don't know what to eat there. It seems that every life comes into the world with a mission. " He also said that he does not have any interest with the two companies (Ulay and ideal), but is only optimistic about the future of pure electric.

The Weibo post also sparked a heated debate. Some netizens commented that "market capitalization does not represent influence and market share, right?" Luo Yonghao responded that "market capitalization is influence, of course. If market capitalization does not represent influence, then there is not much that can represent influence." Market share? If you directly equate the market share, do you want the analyst to xx? Of course, there are times when capital is wrong, but there is no doubt that it is smarter than the big silly x keypad warrior most of the time. "

It is undeniable that automobile electrification and intelligence has indeed become the future development direction of the automobile market. With the development of the automobile market, it has become a major trend for electric vehicles to replace fuel vehicles, and as the head of the new power of car-building, the future development of Lulai Automobile is indeed full of imagination. However, it still maintains a conservative attitude towards the development of Xilai Automobile, and its excessive market capitalization does not match its current volume. Take Evergrande as an example, its products are not on the market at present, but depending on many market actions, its current market capitalization has exceeded that of China's Evergrande, and surpassed SAIC, Geely, Changan and other car companies. For Xilai, although it is currently in the forefront of new energy vehicles, it still has a long way to go to become a BBA.

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