Chapter 1621 [Technology bloggers live broadcast the disassembly, analysis and evaluation of Tongtai

Xingyu Technology wants to separate its new energy vehicle business department and establish Xingyu Automobile. Now, with the explosive sales of Tongtai Max, various capital institutions have begun to re-evaluate the value of Xingyu Automobile.

The good sales of Tongtai Max are also good for Xingyu Automobile, which is about to be split and reorganized.

Because Xingyu Technology also needs to accrue a share from Tongtai Max, and according to the previous financial report of Xingyu Technology, the company has to accrue 15% of the price of the finished car from Tongtai Max as a cooperation share.

Regardless of whether Tongtai Automobile Group makes money or how much money it makes, Xingyu Technology will make a steady profit of 32,000 yuan for every Tongtai Max new energy vehicle sold.

At present, market insiders estimate that the annual sales of Tongtai Max will exceed 2.3 million units. If the production capacity can keep up, it is not impossible for the annual sales to reach 3 million.

Since the millions of orders were blasted on a weekend, which seriously exceeded the expectations of various market analysts, various analysis institutions have generally raised their expectations boldly.

Although the annual sales forecast of 3 million is extremely outrageous, Tongtai Max is too powerful. If you don't make bold forecasts, you will appear to be small-minded.

If Tongtai Max is calculated according to the annual sales forecast of 2.3 million vehicles, Xingyu Technology can steadily make a net profit of 73.6 billion, and this income is all profit, without cost, and the net profit will eventually exceed 50 billion.

In addition, Xingyu Technology's own brand of new energy vehicles has also reached an annual sales volume of millions, and the revenue scale here exceeds 500 billion, and the profit is much higher than Tongtai Max.

In other words, in the data that can be confirmed, the annual revenue of Xingyu Technology's new energy vehicle department can exceed 600 billion, and the net profit can reach about 150 billion. According to the current average price-earnings ratio of about 50 times in the new energy vehicle field, the corresponding target market value of Xingyu Automobile exceeds 7.5 trillion.

In the future, Xingyu Automobile, which will be spun off and listed independently, will most likely exceed the 10 trillion threshold, which is generally recognized by market participants, because as a star-level enterprise, this label itself has a good premium rate.

Moreover, the penetration rate of new energy vehicles is still surging. In the future, as Xingyu Automobile's intelligent driving system establishes an ecological system, this area will definitely bring Xingyu Automobile hundreds of billions of net profits.

That's right, it's not revenue, but net profit.

It can be said that Xingyu Automobile's future still has infinite room for imagination.

Tongtai Automobile Group currently has unlimited potential, and it is not impossible to stand on a trillion market value in the future, but as long as there is a Xingyu Automobile in front, Tongtai Automobile is basically unlikely to take the top spot in the automobile sector. After all, the gap between the two sides is too large, an order of magnitude gap of more than ten times.

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It's this Thursday, December 7.

Tongtai Automobile opened at the SGX market today, and once again opened at the daily limit, pushing the market value to a new height of 385.749 billion. However, the daily limit was opened during the trading session, and a huge amount of more than 30 billion was released in the early trading.

This volume is very scary, but it is also normal, because the current SGX market has implemented new trading rules, institutional T+1, individual single T+0, hot money as long as it is a personal account, is also a single T+0, and the hot money of the A-share market has almost all gone to the SGX market to play.

Just in the past few days, a top domestic technology blogger bought it from the first batch of car owners who ordered Tongtai Max at a high price of 600,000. Tongtai Max has now taken out the finished cars in stock and started to deliver.

And this top technology blogger spent so much money to buy a Tongtai Max not for himself, but to create live broadcast content. He first evaluated the driving experience, and then wanted to disassemble the car directly on the spot. For this purpose, he invited professionals in the industry to disassemble and analyze it at a high price.

In order to create this live broadcast content, he spent more than 3 million yuan in total, and he also claimed to be the first live broadcast disassembly of Tongtai Max on the entire network. Tongtai Automobile Group also knew about this matter and was also paying attention to it, but it did not stop the blogger from disassembling Tongtai Max, mainly because they were confident enough in their own products.

Moreover, Mr. Yang's current situation is much bigger than before. After all, he now considers himself a member of the galaxy. Following a group of big guys, he has also been greatly influenced.

The blogger has also made a lot of money in the past few days. His live broadcast room has attracted hundreds of thousands of viewers to watch strongly. Today, it has created a peak number of 600,000, which is a super explosive number of people.

You should know that many of these viewers are car owners. Many people have even placed orders for Tongtai Max and are now waiting for delivery. In other words, the audience in the live broadcast room has huge consumption potential.

In the past few days, just receiving gifts has recovered the cost of this car, not to mention the income from live broadcasting.

He dismantled the Tongtai Max live for several days. One of the important reasons why the number of viewers in his live broadcast room reached a peak today was to analyze the final cost price. In addition to car owners and consumers, netizens who were watching the fun also included many stockholders and investment institutions.

In particular, stockholders and investment institutions knew that today's live broadcast would cause a great fluctuation in the stock price of Tongtai Automobile.

At this moment, after the technology blogger received a list given by the professional team, he started to ask his live broadcast assistant to calculate. He faced the live broadcast camera and said: "The cost of each component has been estimated. We will know it after a total calculation. What is Max’s final total cost?”

The technology blogger faced the camera and continued chatting: "Is there any deviation? There is definitely a deviation, but it certainly won't be too big. Why? I told my friends in the live broadcast room that because of the entire Galaxy Enterprises, Yu Technology’s entire industry chain is price transparent.”

"For example, Xingyu Technology wants to get 15% of the finished car price from Tongtai Max. This is all information that can be found in the financial report. To put it bluntly, there are no rebates, no hidden costs, etc., so it is easy to calculate, and the results are also There won’t be any deviation.”

At this moment, the live broadcast assistant said a few words to him. The technology blogger took a list, looked at it and said: "The results are out. The comprehensive cost is 18ax. The gross profit can reach 25,500 yuan. Each vehicle The average net profit can reach 13,500 yuan?”

Seeing this number, the technology blogger was shocked on the spot: "Hey guys! Is the calculation wrong? How is this possible? Impossible! What we disassembled is a pure electric car version, and the price is 202,800, which is the gross profit 12.6%? Net profit margin 6.65%? This is incredible, this exceeds BYD’s net profit margin!”

This technology blogger thought it was a miscalculation, so he followed the list and calculated it several times, and finally confirmed that it was correct and there was no miscalculation!

At this moment, the technology blogger faced the live broadcast camera and said in shock: "I have repeatedly confirmed that the calculation is correct. The gross profit of the bicycle is 25,500, a gross profit margin of 12.6%, and the net profit of the bicycle is 13,500, a net profit margin of 6.65%. This is Tongtai Max, not only did it not lose money, it also made money, and its net profit margin exceeded that of BYD. I have also seen BYD’s financial report, and it definitely exceeded it.”

The blogger continued talking to himself: "Tongtai Max has confirmed that its sales volume has exceeded one million. According to the latest market forecast of annual sales of 2.3 million, Tongtai Automobile Group's annual net profit will explode to more than 310 yuan." Billion, my God! If I remember correctly, the market consensus is that BYD’s net profit this year is 5 billion, and Tongtai’s is six times that?”

At the same time, the share price of Tongtai Automobile, which had exploded, exploded in this area, soaring in a straight line and sprinting towards closing the daily limit!

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