Tesla, Inc., a mysterious shareholder, made a huge profit of nearly 100 billion yuan.
Recently, a mysterious new shareholder, Trading Bank of France Investment Management, suddenly appeared on Tesla, Inc. 's shareholder registry. In the fourth quarter of 2022, it bought a large number of Tesla, Inc. shares, buying 171 million shares, and the number of shares rose to 190 million shares. BlackRock has surpassed BlackRock, second only to Vanguard.
Tesla, Inc. has rebounded strongly since 2023, closing on Friday, up 69.11% for the year. At current prices, Trading Bank's 190 million shares of Tesla, Inc. have a market capitalization of nearly $39.6 billion. It also means that it made a profit of $14.6 billion, or about 99 billion yuan, in just six weeks from the bottom of 171 million shares in the fourth quarter of last year.
A-share new energy industry recently pullback, northward funds in the explosion to buy.
1
The era of northward funds buying Ningde
Since February 2nd, new energy ETF has fallen nearly 10%, and the share of the decline is growing.
The Ningde era fell more than 5% on February 17, the biggest one-day drop since October 28 last year. From February 14 to 20, it fell 10% in four trading days.
At a time when share prices are falling, Beiqiang has made big purchases of money. Since 2023, Beijing Capital has bought a net 18.674 billion yuan in Ningde era, which is the stock with the largest market capitalization this year.
(this article is a list of objective data and information and does not constitute any investment recommendations.)
In January this year, affected by the Spring Festival holiday and the withdrawal of subsidies, domestic sales of new energy vehicles were relatively low.According to the data, domestic production and sales of new energy vehicles completed 425000 and 408000 respectively in January, down 6.9% and 6.3% respectively from the same period last year, and 46.6% and 49.9% respectively from the previous month. The penetration rate was 24.7%, up 7.7% from the same period last year and down 7.2% from the previous year.
BYD sold 151300 cars in January, an increase of 58.60% over the same period last year. Great Wall Motor sold 61500 cars in January, the same as the same month.Specific reduction45.0%；Guangzhou Automobile Group1Monthly sales of cars14.69Ten thousand vehicles, a decrease over the same period last year.38.1%；Geely Automobile1Monthly sales of cars10.35Ten thousand vehicles, down from the same period last year.29%；SAIC Group1Monthly sales of cars23.80Ten thousand vehicles, down from the same period last year.47.8%；Changan Automobile1Monthly sales of cars17.18Ten thousand vehicles, down from the same period last year.38.0%。
Compared with domestic sales, the export data is relatively satisfactory. In January, the export of new energy vehicles was 83000, an increase of 48.2% over the same period last year, an increase of 1.1% from the previous month, accounting for 27.6% of the total exports.
On February 14, the European Parliament passed the 2035 European moratorium on the sale of fuel-engine vehicles in Strasbourg by 340 votes in favour, 279 votes against and 21 abstentions.
The European Parliament passed a bill to stop the sale of fuel-engine vehicles in 2035, which is undoubtedly good for domestic new energy vehicles to "go to sea".
2
Overseas expansion of New Energy vehicles
The retail penetration rate of new energy vehicles broke through the 30% mark for the first time in September 2022. From 2019 to 2022, the monthly penetration rate of new energy vehicles in China increased nearly sevenfold from 4.06% to 31.85%, according to the China Association of Automobile Manufacturers. In 2022, the penetration rate of new energy vehicles in China reached 25%, 12% higher than the global average and more than three times that of the United States.
In the case of the ebb of domestic subsidies and increasingly fierce competition in the industry, export is regarded as a growth point for domestic new energy vehicle owners.
As of the first half of 2022, of the 60 listed companies in the A-share new energy vehicle sector, 46 have overseas operations, of which 20 companies account for more than 20% of the total revenue. Overall, the average overseas revenue of the 46 companies accounted for 23.6% of the total revenue.
BYD's exports top the list. At present, its new energy passenger cars have entered more than 40 countries and regions, including Japan, Germany, Australia and Brazil, with a total export of nearly 56000 vehicles in 2022. Overseas revenue in the first half of last year was 33.383 billion yuan, accounting for 22.17% of the total revenue.
Ningde era is also speeding up the layout of overseas markets, with overseas revenue of 22.254 billion yuan in the first half of last year, accounting for 21.19% of the total revenue.
Enterprises with relatively high overseas revenue are mainly concentrated in lithium batteries, upstream materials and spare parts. The highest proportion is Junsheng Electronics, accounting for 76.68% of overseas revenue, with overseas revenue reaching 17.491 billion yuan. Longxin Integration ranks second, accounting for 68.06% of overseas revenue.
Xin Wanda, Yiwei LiNeng, Ganfeng Lithium, Hengdian East Magnetic and other lithium battery, materials listed companies also account for a higher proportion of overseas business.
About the low position of the global leader in the new energy vehicle industry, and the future trend.LatelyThe bosses argue more frequently.
Munger claimed that BYD was ahead of Tesla, Inc. in China, "wooden Sister" retorted.
Earlier, Buffett partner Charlie Munger recently said that BYD is far ahead of Tesla in the Chinese market.
Cathy Wood, founder of Ark Investment Management, a wooden sister who became famous in Tesla, Inc. 's World War I, expressed her opinion over the weekend, saying that Munger and many on Wall Street did not understand that passing on the lower cost of technological innovation, like Tesla, Inc. 's battery and transmission system, can lead to a surge in unit demand.
The founder of Tesla, Inc. is also in the space. "怼"Musk.
Tesla, Inc. was registered by Eberhard and Tapengning in 2003. The two founders named the company "Tesla, Inc. Automobile" in honor of physicist Nikolai Tesla, Inc.. Eberhard used to be Tesla, Inc. CEO, but was fired by Tesla, Inc. in November 2007. In 2008, a year after Eberhard stepped down as CEO, Musk became Tesla, Inc. CEO.
Tesla, Inc. and Musk accomplished each other, but the founder of Tesla, Inc. was not Musk. As Tesla, Inc. 's current CEO, Musk has been committed to Tesla, Inc. to achieve complete autopilot, claiming that Tesla, Inc. is both a software company and a hardware company.
Mr Musk promised that Tesla, Inc. would put fully self-driving cars on the road, but Tesla, Inc. 's founder did not approve of it. Eberhard said that while he appreciated the auxiliary driving function, FSD and Autopilot were nonsense.
Musk seems to be focused on self-driving cars, which is one of Eberhard's biggest concerns about Tesla, Inc. under Musk.
3
Cai Songsong hires new fund managers for products under management.
Since 2023, a number of star fund managers have stepped down and hired more. Wang Zonghe, Feng Mingyuan and other fund managers have stepped down from their products, while Xie Zhiyu, Wang Chong, Feng Hanjie and other well-known fund managers have hired other personnel to manage their products.
Manager Noan Tsai has also kept up with the army. According to the latest announcement from the Nuoan Fund, Cai Songsong manages two of the largest funds, Nuoan growth mixed, Nuoan and Xin mixed, and hires new fund managers.
Among them, Nuoan growth mix has hired additional fund managers Liu Huiying since February 18, and Nuoan and Xin mixed have hired additional fund managers Deng Xinyi since February 18, and the two new fund managers have managed fund products for the first time since 2022.
Cai Songsong is one of the fund managers with the highest attention in the market in recent years. Cai Songsong was admitted to the youth class of the University of Chinese Science and Technology at the age of 15, won a doctorate in chip design at the age of 25, and joined Fei Teng, a leading independent core chip provider in Tianjin. He worked in the chip industry for 4 years, chose to move to the financial industry under the age of 30, joined Huatai, worked as a researcher in the computer industry, and moved to Noan two years later.
Cai Songsong became a fund manager in 2019. One year after taking office, he jumped into the ranks of ten billion fund managers. He then concentrated his position in semiconductors, and thanks to a rising market, the performance of Nuoan growth mixed fund once soared to 200%, becoming the number one semiconductor in the industry after the first world war.
Nuoan's growth assets reached 32.776 billion yuan at the end of 2020, while at the end of 2018 before Cai Songsong became a fund manager, Nuoan's growth assets were only 380 million yuan. Over the past two years, Cai Songsong has increased Nuoan's growth assets 85 times.
When semiconductors began to fall in August 2021, Manager Cai was controversial. Call me Boss Cai when you don't make money, and calling me a vegetable dog after losing money is the most profound experience of his five years in the industry.
Manager Cai has been persevering in the cold winter of semiconductors. The growth mix of Noan fell nearly 40% for the whole of 2022, and by the end of the fourth quarter of 2022, the total scale of Cai Songsong's management had also dropped to 29.335 billion.
Since 2023, star fund managers have hired new people in their products one after another, and even some star fund managers have stepped down to manage the products.The "de-star" of the public offering industry is a general trend, and the industry is making greater efforts to train a new generation of fund managers.
