The performance of Chinese electric vehicle manufacturers will attract investors' attention to search for whether the industry's stock price rose has a glorious supporting factors.
According to Bloomberg, investors will analyze the financial reports of Weilai Automobile, Xiaopeng Automobile and ideal cars to seek pressure caused by rising raw material costs and interruptions of supply chain.Signs of improvement.Fund manager said that if there is no sign of recovery, the valuation of the electric vehicle industry may face risks.
With the concerns of high valuation and economic recovery, the boom of car purchase for several months gradually cools down, Chinese electric vehicle manufacturers are waiting for the second benefit.If there are signs of improvement of profitability, new energy vehicle stocks may once again vitality, especially in the context of the market demand of clean energy vehicles. It is expected that this year will be a record growth.
Lw Asset Management Advisors LTD. fund manager Andy. "Continue to narrow, it indicates that new energy vehicle companies need to be profitable for longer, which will affect the medium and long -term valuation. "
According to the estimates of analysts compiled by Bloomberg, among the three major electric vehicle manufacturers,In the second quarter of the ideal car, the hair profit rate was expected to be the highest, and it was expected to be 21%, and the first three months was 22.6%.Xiaopeng's profit margin may be reduced from 12.2%to 9.6%, and Weilai's profit margin may be reduced from 14.6%to 12.3%.Three companies are expected to have a net loss in the second quarter.
As the market supply is difficult to keep up with the surge in demand, the rise in raw material costs causes a headache for these car manufacturers.The ideal car CEO Li wanted to say in March that "the increase in battery costs in the second quarter was very outrageous."
MEGATRust Investment CEO Qiwang (transliteration) said that this pressure is particularly obvious for manufacturers with a small scale and limited bar bargaining capabilities with suppliers.
He said, "Investors are already selling", and in the context of strong sales of strong sales, the valuation of China's electric vehicle industry is still high.
The China Automobile Industry Association announced earlier that the sales of new energy vehicles in July increased by 117%year -on -year.
The ideal car will be announced on Monday (August 15). Xiaopeng Automobile will be announced on August 23 that Weilai Automobile has not confirmed the specific date.
