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Recently, the China Automobile Market Value Research Group, based on the initial release of the research report last month (August), continued to follow up the monthly market value changes of global automobile listed companies, and sorted out and analyzed the monthly market value changes of various segments and specification companies in the global automobile industry chain in September 2021. In September, the automobile market value statistics scope covers mainstream international and domestically listed vehicle and parts companies, as well as important domestic new car manufacturing forces and marketing groups, with a total of 111 global automobile listed companies.
(I) Market value of global automobile listed companies
From the overall situation, compared with August, 39 of the 111 global automobile listed companies within the statistical scope continued to rise in market value in September, accounting for 35%. The market value of modern, Fuchai, Tata Motor, Fuyao, QS, BAIC Blue Valley, Arrival, Lingyun tires, racing tires, Longpan Technology, Shangchai Co., Ltd. and other companies increased by more than 10%. Among the automobile listed companies with higher market value growth, Chinese companies account for more than half of the seats. It can be seen that Chinese automobile listed companies have a stronger level of activity in the capital market (at the end of the September Global Market Value List).
In September, the market value of global automotive listed companies continued to show an upward trend. Among them, the market value growth rate of Tesla, Hongtian and Ningde eras, which ranked among the top three global listed companies in the market value in September, exceeded 6%. In addition, among the top 20 companies in the world’s top 20 automotive listed companies in September, 11 companies’ market value increased compared with August.
There are both rising and falling. Judging from the September automobile market value list (TOP20), in the traditional enterprise industry, the market value of the majority, Biadi, Longcheng, Stellantis, Volvo Group, Ferrari and SAIC Group has been declining in a circular manner. Among them, Changcheng Automobile fell by more than 20%, making it the largest decline in market value among the top 20 global listed automobile companies in September.
A wide focus of the decline in the market value of the entire vehicle company in September is due to the tightening of chip supply, and on a global scale, chip supplyThe impact of the corresponding problems on the whole car company is still relatively prominent, and the price of other original data has also increased, which has also brought about fluctuations in the capital market.
In the new car manufacturing force operation, in addition to Tesla’s market value relies on the old “individual risk”, China’s new car manufacturing force operation saw a collective decline in market value in September. Among them, NIO Motor’s market value fell by 9.58% in September, NIO Motor fell by 16.58%, and Fantasy fell by 14.42%. Sugar baby
In August, Weilai and Xiaoluo both ranked in the top 20 in market value, but in September, Xiaoluo Auto fell out of the top 20 in market value, ranking 22nd. Fantasy’s market value also fell from 24th in August to 28th in September. In September, in “Wei Xiaoli”, as long as Weilai’s market value is still among the top 20 global automotive listed companies, but compared with August, the ranking in September fell two places, ranking 11th.
Watch the top 20 global automotive listed companies in September, SAIC Group and Bridgestone have become the top 20 market value rankings in Xinxing, while Jixiang and Xiaopeng fell out of the top 20 market value rankings in September. SAIC Group discussion. Among the 50 contestants, the 30 top-scoring players entered the next market value fell slightly in September, with a market value ranking of 19. For a traditional car company group like SAIC, the “suffering” level in the capital market is not high compared with the new car manufacturing force. In addition, after years of rapid growth, SAIC Group’s recent joint-stock car companies have faced growth bottlenecks and dilemmas, which will certainly affect their performance in the capital market. Bridgestone, another top 20 company in the new market, ranked 20th in the top 20 with a market value growth of more than 6% in the top 20.
The companies that fell out of the top 20 market value rankings in September are Auspicious and Xiaoba. Among them, Jixiang Automobile’s market value in September fell from the top 20 with a decline of more than 20%, ranking 25th. It is worth noting that in September, Jixiang announced that the high-end electric car brand Polestar, created in cooperation with Volvo, will confirm that it will enter the US stock market through SPAC. Escalade will merge and list with american’s special target acquisition company (SPAC) Gores Guggenheim, with the merged company name Polestar Automotive Holding UK Limited. The purchase and sale is expected to be completed in the first half of the year. In addition, it was also in September that Hubei Xingbing Times founded by Li ShufuEscortTechnology Co., Ltd. (hereinafter referred to as “Staring Age”) signed a strategy with the Wuhan Economic and Technological Development Zone to cooperate with the agreement to officially announce the entry into the military’s high-end smart mobile phone field. Can these two moves be used?Let’s wait and see the performance of Jixiang Automobile in the capital market.
(II) Market value of listed companies of important traditional car and marketers in China
In September 2021, there was no solution to the chips, and the pressure of the automobile parts and original data was bulging. The majority of listed companies of important traditional car and marketers in China rose to a few months before the end of the end, and entered the decline adjustment period. According to data from Oriental Financial Network, the A-share automobile index continued to decline after reaching a high of 24,869.53 on September 8. As of the closing on September 30, the index was 22,609.17, with a retracement of about 10%.
Among the 23 companies in the board of important traditional car listed companies in China, as long as the market value of 2 companies increased by 2, the market value of the remaining 21 companies decreased by 2. The total market value of these 23 companies reached 230.1347 billion yuan, a 7.6% decline. Among them, the top 5 traditional whole-car listed companies with market value reached 176.0514 billion yuan, a 14% decline.
Is the domestic major traditional car and sales back in September? “Biadi still ranks first among the top five listed companies with market value, with a market value of 713.884 billion yuan. Although the market value fell by 9.9%, it is still 228 billion yuan more than the latter. Biad’s overall vehicle sales continued to grow significantly in September. On October 3, the September sales fast report released by BiaDi showed that the sales of all passenger cars in BiaDi in September was 79,037, an increase of 93.2% year-on-year; among them, the sales volume of New Power passenger cars reached 70,022, and was with Teacher Ye. The ratio increased by 276.4%.
Among the top five major domestic traditional car and listed companies, Changcheng Automobile’s market value reached 485.819 billion yuan, a decrease of 20.2%; the market value of SAIC Group reached 22.292 billion yuan, exceeding Jixiang Automobile’s 18.1729 billion yuan, up one; at the same time, SAIC Group’s market value fell by 1.2%, the smallest decline among the top five; while Jixiang Automobile’s 20.7%. In addition, the market value of Guangzhou Auto Group reached 156.162 billion yuan, a 18% decline in the annualized ratio. Among these top-ranked car companies, the lack of chips, the increase in departmental original data prices, and the adjustment period of stock market related board markets have certain impact on the companies and market value. As Longcheng Automobile showed in its mid-year report, “chipThe impact of supply problems on enterprise production is still more prominent, and the original data price has increased significantly and increased the corporate capital. ”
One of the highlights of the market value performance of major domestic traditional car and listed companies in September was that there were two car companies that rose by 63.066 billion yuan, up 20.6% on the same day, ranking first in this category, which is very eye-catching in the decline of the stock market. On September 26, BAIC Blue Valley issued a notice to announce that its subsidiary BAIC New Dynamics and Hua will jointly cooperate with the agreement to jointly create the “ARCFOX” and “HI” joint brand. Both parties will implement detailed planning and implement the marketing channel sharing and preparation plan, and plan to implement the online and offline channel marketing of the Alpha S (HI version) by the end of this yearSugar daddy‘s sales cooperated with each other. This led to internal guidance. After the company became a second car brand to enter Hualis, it w TC: