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Wang Bin, co head of automotive industry research at Credit Suisse Asia Pacific, told First Financial reporters that there is no doubt that the era of electric vehicles will come in the next few years. "But I believe that only the head (lithium, cobalt and other resources) and the tail (whole vehicle) have high competitive barriers, and the valuation should be higher than the midstream (batteries, separators).
The reason is that there are supply restrictions on the top minerals, and only with limited supply can one have a say; As for the tail end car companies, future smart car companies will have a brand premium and will usher in a new business model of charging for software, rather than the previous "sales multiplied by price" model. According to some institutions, the current value composition of automobiles is still dominated by hardware, accounting for 90%. In the future, this proportion will decrease to 40%, while the remaining 60% will be dominated by services, software, and content. More importantly, these businesses that focus on software and applications are also highly profitable. But regarding the batteries and separators in the middle section, as time goes by, production can quickly increase and be supplied indefinitely. Considering the impact of rapid technological iteration, the general valuation is lower than either end, "Wang Bin said.
But the reason for the high valuation is also due to its own reasons. At present, the entire industry chain is in a period of transformation, and the entire vehicle is facing great uncertainty. Therefore, it seems that the market initially paid a high price for the "certainty" of the battery and other intermediate stages. Yu De Investment Partner Cai Jianjun told reporters, "It is still in a period of change, and it is not clear whether 'new forces in car manufacturing' can emerge or whether traditional companies can catch up by increasing investment. However, some trends are relatively certain, and in the future, professional division of labor will be more clear. The existing vertical integration industrial structure may change, and there will be some third-party OEM manufacturers, just like mobile phone OEM manufacturers
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