Foreword:

The complex and changeable international environment and the sudden epidemic of COVID-19 failed to hinder the improvement of the prosperity of the new energy vehicle industry. No matter from the steady recovery of sales, or at the policy level, the long-term development trend of new energy vehicles has been very obvious.

In this situation, new energy vehicle stocks have become the object of crazy pursuit in the secondary market and long-term investment targets. In terms of the rate of increase, the most sought after increase so far this year is notTesla、BYD及NIO Inc.Wait for the car company to enter the mass production, but will soon enter the mass productionEvergrande Health (00708-HK). So why is the market so optimistic about Evergrande's health?

The prosperity of new energy vehicles continues to pick up, and Evergrande is optimistic about its health for a long time.

Since the pilot demonstration and promotion of "Ten cities and Thousand vehicles" was launched in 2009, after years of continuous efforts, China's new energy vehicle industry has made great progress and has become an important force leading the transformation and upgrading of the automobile industry.

In the government work report of this year's two sessions, it is pointed out that it is necessary to strengthen the construction of new infrastructure, develop a new generation of information networks, expand 5G applications, build charging piles, promote new energy vehicles, stimulate new consumer demand, and promote industrial upgrading. New energy vehicles plus new infrastructure once again set the tone for the development direction of the new energy vehicle industry. Since then, a series of new energy vehicle policies have been issued all over the country. Beijing, Shenzhen, Chongqing, Sanya and other cities have launched different policies to stimulate consumption of new energy vehicles.

(pictured above: the world's first pure electric superLuxuriousD class sedan-Hengchi 1)

In this context, since March, China's new energy vehicles have maintained month-on-month sales growth for four consecutive months, which is differentiated from the downturn of the global automobile industry. This reflects that China's consumer market not only has a strong resilience, but also confirms the fact that new energy vehicles will become the only bright spot in the automobile industry.

At the time of the rise of the new energy automobile industry, new energy listed car companies have become the object of capital pursuit. According to Wind data, as of January 02 to August 03, 2020, Tesla, Inc., NIO Inc., BYD (H shares) and Evergrande Health were among the top new energy car companies, with cumulative increases of 255%, 238%, 92% and 377%, respectively.

It is worth mentioning that among these car companies, Evergrande Health is the only new power of new energy vehicles that has not been mass-produced at this stage.

When such a situation occurs, I can't help thinking of Tesla, Inc., who had just started in his early days. Ten years ago, the market valuation of Tesla, Inc., which had limited mass production, was always larger and more profitable than its own.General Motors CoIt's a lot higher. This is not that the market is irrational, but the valuation given by the market and investment institutions based on the future development prospects of new energy vehicles and the growth of the enterprise itself, rather than measuring the current value by performance. Now, Tesla, Inc. 's performance and status have confirmed that the high trust and expectations given by the market and investment institutions are worth it. Tesla, Inc. went public at $17 on June 29th and is now trading at $1485, up more than 86 times.

Under the background that new energy vehicles have become the mainstream of the automobile industry and the rising trend of domestic brand substitution, the future development prospects of domestic new energy vehicle enterprises are much larger than those of traditional fuel vehicle companies. the business has covered the whole industry chain of power batteries, powertrain, advanced vehicle manufacturing, car sales and smart charging, as well as Evergrande Health, which has the world's top core technology in all key links. Is the most likely to surpass Tesla, Inc. to become an industry leader and subverter. Therefore, Evergrande Health has become one of the preferred investment targets for the market and investors to share the future dividend of new energy vehicles.

Sought-after hard power: holding the world's top core technology

Nowadays, it is an indisputable fact that new energy vehicles represent the future development direction of the automobile industry, but it is undeniable that with the addition of many new car-building forces, such as XPeng Inc., ideal, Nezha, Weima and so on, the competition in the industry is increasing day by day. In the highly competitive environment of the industry, why do the market and investment institutions choose to increase Evergrande's health? What is the competitive advantage of Evergrande Health?

(the picture above is:EvergrandeNew energy vehicle sports luxury class B sedan-Hengchi 2)

According to the strategic plan of Xu Jiayin, chairman of the board of directors of Evergrande Group, in order to actively respond to the national strategy of becoming a powerful country in science and technology, to protect the environment and benefit mankind, and to meet the needs of diversified development of enterprises, Evergrande chooses to lay out the new energy industry ahead of time, and adheres to the strategic development orientation of "core technology must be world-leading and product quality must be world-class". Strive to become the largest and strongest new energy vehicle group in the world in the next 3-5 years.

Evergrande Health knows very well that in the era of predictable new energy vehicles, it is necessary to master the core technology and excellent product quality in order to help our country move from a big automobile country to an automobile power. In this regard, Evergrande Health has taken a completely different path even Tesla, Inc..

Tesla, Inc. hires all the top engineers to the company, while Evergrande has the advantage of integrating all the world's leading suppliers. In Xu Jiayin's words: "standing on the shoulders of many giants, along the car-building road opened up by Evergrande, our car-building dream will certainly come true." "

Yes, if you want to see farther than others, you have to stand on the shoulders of giants. Only in this way can we make fewer mistakes and take fewer detours in the fast-changing new energy vehicle industry. Only in this way can we truly realize turning and overtaking. Based on this, in recent years, Evergrande Health has successfully expanded the business of new energy vehicles by investing in NEVS, Carney, Koenigsegg and hofer in Germany, and has built the whole industry chain of new energy vehicles covering the fields of complete vehicle manufacturing, motor electric control, power batteries, car sales, smart charging, shared travel, etc., creating unique technology and product advantages in the field of new energy vehicles.

Specifically,In the field of core technologyEvergrande Health, in cooperation with Germany's BENTELER Group and FEV Group, owns the intellectual property rights of the world's leading 3.0chassis architecture of new energy vehicles, which greatly shortens the R & D and manufacturing cycle of new cars. Evergrande has a joint venture with Germany's hofer, an international leader in the field of automotive power engineering, with a 67% stake and the world's leading three-in-one powertrain core technology. With the world's top supercar Koenigsegg to set up a joint venture, Evergrande accounts for 65% of the shares, with the world's advanced vehicle R & D and manufacturing core technology.

In the field of engineering technologyCooperate with Germany FEV, Germany EDAG, Austria AVL, Canada MAGNA and other global automotive engineering technology leading strategies; at the same time, establish Evergrande New Energy vehicle Global Research Institute, implement the global integrated R & D model, and cooperate with R & D in China, Sweden, Germany, UK, Netherlands, Austria, Italy, Japan, South Korea and other countries.

In the field of styling designIn strategic cooperation with 15 top global styling designers such as Michael Robinson, Anders Warming, Stephane Schwarz, etc., we have the world's top automotive styling design capabilities; at the same time, we have set up an Evergrande New Energy vehicle styling Design expert Committee, all of which serve as committee experts to provide expert advice on optimizing and deepening the design of each "Hengchi" styling scheme, and to create a "popular style" Hengchi with "perfectionism".

(picture above: Evergrande New Energy vehicle Deluxe C-Class SUV-Hengchi 3)

In the field of product planningIn conjunction with a number of automotive engineering and technical leaders, 14 new models are developed simultaneously on the basis of the world's most advanced 3.0 chassis architecture, covering a full range of products, while Tesla, Inc. has only 4 models at this stage, the future product mix gap between the two is self-evident.

In the field of parts supply chainWith the strategic cooperation of the world's top 60 leading auto parts enterprises, such as Bosch, Magna, mainland and Zaifu, Evergrande has established a huge world's top auto parts supply chain system.

(above: Evergrande New Energy vehicle Class A Cross-border SUV-Hengchi 6)

In the field of power batteriesEvergrande Health also chose to work with the best power battery manufacturers in the industry. At present, Evergrande Health holds a 79.86% stake in Kanai by further increasing its holdings. Carney is one of the leading companies in the industry specializing in three-yuan soft package power batteries, jointly founded by China Automotive Technology Research Center Co., Ltd. (a direct subsidiary of the State-owned assets Supervision and Administration Commission of the State Council) and ENAX of Japan. The technology comes from Kazunori Ozawa, who is known as the "father of lithium batteries" and his R & D team. It is understood that at this stage, Evergrande already has a number of production bases in Jiangsu and Liaoning, and will further expand the production scale to meet the growing market demand.

The field of manufacturing and sales channelsEvergrande Health relies on the advantages of its parent company Evergrande Group, and industry barriers have been set up. Different from the car companies with only products but no production capacity at the present stage, Evergrande Group, as a Fortune 500 enterprise group based on people's livelihood real estate, cultural tourism and health care, and led by new energy vehicles, is also one of the few domestic enterprises with diversified businesses and strong comprehensive strength, which can provide Evergrande Health with continuous resources to build new production capacity. For example, in terms of sales channels, Evergrande already has a mature and good reputation and reputation in the sports, health, tourism and real estate industries, which are all marketing resources with less investment and high return after China Evergrande New Energy Vehicle achieved mass production.

China Evergrande New Energy Vehicle's mass production is just around the corner, and the scarcity advantage of Hong Kong stocks is highlighted.

On August 3, Evergrande New Energy vehicle, which combines the world's leading core technology and world-class product quality, finally achieved a breakthrough competition. It is understood that this time there are models, from Hengchi 1 to Hengchi 6, covering all levels from A to D, as well as sedan, sedan, SUV, MPV, crossover and other passenger vehicles. It is worth mentioning that the six cars unveiled this time are all created by world styling designers such as Anders Warming, Michael Robinson and Maruyama Gonggu.

(picture above: China Evergrande New Energy Vehicle's first phase of 6 Hengchi new energy vehicles.)

The simultaneous launch of 6 cars not only brightens the eyes of the outside world, Hengchi 1's special-shaped dome skylight, Hengchi 2 original cat's eye green color matching …... Each Hengchi quickly caught the attention of everyone with its unparalleled sense of science and technology, the sense of the future and the pinnacle of modeling aesthetics. It is worth mentioning that in addition to the unprecedented coverage of the product line, Evergrande new energy vehicles have also created an unprecedented record in the history of the world automotive industry, such as the world's first pure electric ultra-luxury D-class car Hengchi 1, the first pure electric ultra-luxury MPV Hengchi 4, and so on.

(picture above: Evergrande New Energy vehicle Deluxe MPV-Hengchi 4)

Behind each model of Hengchi, which will have the highest "appearance" and sense of technology, we can see that Evergrande is opening up a car-building road that no car company in the world has ever done, that is, integrating the world's top resources to create the best products. The shocking debut of the six cars reflects Evergrande's great ambition to seize the global market.

(above: Evergrande New Energy vehicle Class A SUV-Hengchi 5)

What is more noteworthy is that Hengchi's full range of products are expected to be fully produced from 2021, which means that Evergrande's new energy vehicle business is about to usher in explosive growth, and the time to compete with Tesla, Inc. will also come.

With the release of Hengchi, the only listing platform of Evergrande Group and one of the few new forces of new energy vehicles in Hong Kong, Evergrande Health shares took advantage of the opportunity to open a rising channel and break through the market capitalization of HK $300 billion, becoming the first stock of Chinese cars. Analysts believe that Evergrande aims to become the leader of the global new energy automobile industry, to achieve the world's leading core technology and world-class product quality, so that it has the potential and advantages to catch up with Tesla, Inc., and its development prospects are promising.

Last words:

Recently, Evergrande Health changed its name China Evergrande New Energy Vehicle and lowered each trading unit from the current 5000 shares to 500. all these reflect that Evergrande Health pays attention to the growth of the enterprise itself, but also attaches great importance to supporting the interests of its investors and shareholders over a long period of time. Tongduo renamed clearly clarified the main development direction to investors and shareholders, and lowered each trading unit. Let investors who want to share the future dividends of the new energy vehicle industry "low threshold" to participate.

From technology reserves to product mass production planning, Evergrande Health has obvious advantages in the field of new energy vehicles, which is why share prices are highly sought after by international investors. Various phenomena and data show that in the era of promising new energy vehicles in the future, "China Evergrande New Energy Vehicle" will make great achievements.