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Evaluate car stocks for a week and observe the state of the car market.

Since September, various listed companies in the automotive industry have announced their performance in the first half of the year. Against the backdrop of the recovery of the automotive market, the revenue of all listed companies has shown a rapid upward trend, and many have even achieved significant profit increases.

However, despite such positive bullishness, the stock prices of listed companies in finished vehicles were basically in a downward state in September. Some analysts say that when a company announces its financial results, it is usually faced with obvious benefits. Many institutions and hot money will sell their products during this period. It has also led to the phenomenon of large areas of retail investors following the trend. When financial results tend to be positive, there may be a diametrically opposite representation of the stock price.

Last week, many high-quality stocks, including BYD, CATL, and Great Wall Motors, experienced varying degrees of correction.

BYD's market value shrank by over 100 billion yuan in September

Since September, when BYD announced its first half results, its stock price has continued to decline in the following week, with its market value shrinking by over 100 billion yuan.

In the first half of this year, BYD's operating revenue was 90.885 billion yuan, a significant increase of 50.22% year-on-year. However, the net profit attributable to shareholders of listed companies was only 1.17 billion yuan, a year-on-year decrease of 29%. While the turnover has increased by more than half, BYD's net profit has shrunk by nearly one-third, making more money but less profit.

Regarding the decline in net profit, BYD pointed out that due to changes in the product structure, the decline in gross profit margin has affected net profit, while affected by the rise in raw materials such as commodities, the overall profitability has been affected to some extent.

In addition to the automotive business, BYD also involves mobile phone parts, assembly, and other product businesses. This segment of revenue reached 42.8 billion yuan, a year-on-year sharp increase of 86%, which is an important growth point for revenue in this financial report. However, this segment of business has a low gross profit margin and has not brought too much profit increase for BYD.

On the other hand, in the first half of this year, BYD invested 4.4 billion yuan in research and development, a full increase of 1.2 billion yuan compared to 3.2 billion yuan in the same period last year. In addition, sales expenses and administrative expenses have increased to varying degrees. If the R&D end is increased by 1.2 billion yuan, BYD has a full opportunity to achieve a positive increase in profits.

Recently, BYD Motors released sales data for its entire range of vehicles in August, with a total cumulative sales of 67630 vehicles, up 90.5% year-on-year and 18.7% month-on-month. It is worth mentioning that in August, the cumulative sales volume of BYD's new energy vehicles reached 60508, a year-on-year increase of 331.9%, which is also a record high. BYD's share price also rebounded on September 6th this week, rising 3% to 277.6 yuan

On September 8th, BYD officially announced its exclusive platform for pure electricity, e-Platform 3.0. As BYD's cutting-edge technology platform for new energy vehicles, e-platform 3.0 is no less important for BYD than MEB platform for Volkswagen. It is BYD's most advanced design, technology, and integration, marking that BYD's development has entered a new stage.

Chairman Wang Chuanfu said, "The e-platform 3.0 is the product of BYD's combination of knowledge and practice for many years, and is the most critical layout for BYD to shift from electrification in the first half to intelligence in the second half."

However, such news did not have much stimulation for shareholders, but it subsequently fell back again. After the stock price rebounded on September 6th, bearing such positive news, BYD's stock price fell again. As of September 10th, BYD's stock price was 265.61 yuan, with a total market value of 759.9 billion yuan.

I have to admit that the hearts of shareholders' friends are really too difficult to understand.

SAIC Group ushers in a "small climax"

For a long time, as the most profitable complete vehicle listed company in A-share market, the share price of SAIC Motor Group has not fluctuated significantly. As the largest automotive group in China, SAIC Motor Group ranked the 60th in the world with a combined revenue of US $107.55 billion in 2020 in the 2021 World Top 500 list published by Fortune magazine, ranking first in China.

It is such a company with excellent quality and performance that its stock price performance is quite different.

Since the second half of the year, the A-share automotive sector has seen a significant increase. BYD's share price has exceeded 300 yuan, surpassing GM's market capitalization. Haima Motor has also doubled its share price within six months. Great Wall Motor has more than doubled from 12 yuan in early April last year, and even JAC Motor's share price has surpassed SAIC Motor.

The stock price of SAIC Motor Group has risen by about 8% this year, ranking the bottom among the entire vehicle sector.

In September of this year, SAIC Motor Group announced its first half performance report. In the first half of this year, SAIC Motor Group achieved a net profit attributable to shareholders of listed companies of 13.314 billion yuan, an increase of 58.61% compared to last year, with a non net profit deduction of 11.854 billion yuan, an increase of 65.18% compared to the previous year. It is the leading profit maker in the A-share vehicle sector. Such a performance would be worth doubling the stock price of any new car building force.

Finally, the share price of SAIC Motor Group ushered in a small climax at this time. Starting from 18.8 yuan at the end of August, the share price of SAIC Motor Group has risen by more than 10%, closing at 21 yuan on September 10th.

On September 8th, SAIC Motor Group announced its production and sales data for August. SAIC's total vehicle sales volume was 453000 units, a year-on-year decrease of 10.08%. Among them, the difficult situation of its two joint ventures, SAIC Volkswagen and SAIC General Motors, has caused SAIC Group's sales to fall below expectations.

It is worth noting that SAIC Motor has an amazing performance in overseas markets. Among them, SAIC MAXUS has sold nearly 22000 vehicles overseas, a year-on-year increase of 281%. The proportion of independent brands in the company's overseas sales remains above 60%. The overseas sales of new energy products have reached nearly 20000 vehicles, a year-on-year increase of 1.5 times. The company has nearly 1200 overseas sales and service outlets for its own brands.

A securities analyst said, "As an industry leader, the market share of SAIC Volkswagen and SAIC General Motors, its joint ventures, has basically stabilized at 10 points over the past decade, so their growth potential is weaker compared to many new power car building companies. SAIC is more of a blue chip company, and investors will not give a growth premium."

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