Traditional Industry Touches "Net" And Touches "New" To Welcome Spring.
The A share market, less than P, is the world of concepts such as Tesla, WeChat and intelligent department.
But what needs to be mentioned is that some companies in the traditional industries such as automobile, retail, a target= "_blank" href= "//www.sjfzxm.com/", clothing, /a and electrical appliances have also taken off together with these new themes and gone out of the unique market of "valuation switching".
Traditional industries touch the "net" and "new". The valuation given by the market is also rising. The underestimation of blue chip seems to usher in the spring.
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< p > < strong > on the top of WeChat > /strong > /p >
< p > commercial retail, < a target= "_blank" href= "//www.sjfzxm.com/" > textile < /a > clothing, mass consumer goods and so on in recent years, almost no one is interested in it. But since Tencent and Alibaba spread the war of shopping platform, the share prices of traditional consumer listed companies which are related to WeChat, Taobao, Jingdong and so on have erupted in large areas, especially in the case of "WeChat on the side" has attracted the most attention.
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< p > in fact, consumer companies such as Tmall, Dangdang, Jingdong and other online shopping platforms set up flagship stores are very common, but Tencent led WeChat platform has put forward the O2O mode, and once again opened the ceiling of the online shopping market, especially during the Spring Festival of the year of the horse, WeChat's red envelope effect pformed a large amount of WeChat payment users, instantly exploded the concept of "WeChat" in the A share market, and the Wangfujing and search for the first class stocks rose sharply.
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< p > February 12th, Wangfujing announced a strategic partnership with Tencent. The cooperative project "WeChat shopping" was launched in February 14th at the Wangfujing flagship store "Beijing department store".
Thanks to this stimulation, the share price of Wangfujing has risen nearly 3 since the year of the horse.
Last week, WeChat's search for nearly 5 trading days was four degrees.
< /p >
< p > although O2O is not a new term, it has become a hot word for traditional business enterprises in the near future. All these are thanks to WeChat.
According to incomplete statistics, there are both manufacturers and circulation enterprises in WeChat concept stocks, such as Zhangjiajie, Tianshan textile, Chao Hongji, Tianhong emporium, friends and shares, Hongqi chain and so on.
To some extent, O2O has been regarded as the main direction of the breakout of traditional retail industry.
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< p > < strong > tribute to Tesla < /strong > /p >
"P" Tesla opened the future of electric vehicles, and pointed out the direction of development for the traditional automobile industry.
Although the focus of the A share market speculation is concentrated on the Tesla supply chain, many foresight funds have seen a longer term. The disruptive user experience brought by Tesla is the future of the automotive industry.
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Less than P, we can see from the feedback from foreign drivers that Tesla's subversive driving experience for users is the core and the most attractive part.
Tesla has no physical buttons, and the whole car control is realized by the central touch screen, which has also become the entrance of the Internet of vehicles.
Market participants told the Securities Times reporter that Tesla's revolutionary vehicle electronic system is bound to have a profound impact on the entire automotive industry.
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< p > in fact, domestic car manufacturers including Jianghuai Automobile, SAIC Group and Huayu automobile have all turned their attention to the next generation vehicle electronic system, and hope to seize the opportunity.
A few days ago, BOSCH announced the launch of cooperation with Jianghuai Automobile to jointly develop China's first generation of vehicle information entertainment system based on GENIVI 2 platform, and the share price of Jianghuai Automobile rose.
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Less than P, Huayu automobile has long established a joint venture with Visteon, one of the world's three largest automotive cabin electronic suppliers, involved in automotive interior, automotive electronics and other fields.
It is worth noting that Visteon is the direct supplier of Tesla, which undoubtedly provides the possibility for China Automotive to enter the Tesla supply chain.
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< p > traditional automobile manufacturers have continuously increased their valuations through new businesses in the context of their own main business stability and safety margin of valuation, so as to achieve the rise in share prices. For example, the shares of Jianghuai Automobile and Guangzhou Automobile Group have increased far beyond the market in the past year or so, which is a true portrayal of the valuation of traditional industries.
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< p > traditional industry "touches the net" company list < /p >
< p > the concept of short term increase in investment since the year of the horse is less than /p.
< p > seven wolves 14.87% test opened WeChat payment < /p >
< p > automotive electronics Jianghuai Automobile 20.71% and BOSCH cooperate to develop a new generation of vehicle infotainment system < /p >
< p > Huayu automobile 11.41% and Visteon joint venture set foot in automobile electronics. It is expected to enter Tesla < /p >.
< p > Guangzhou Automobile Group 14.40% to join the Chinese Academy of Sciences to develop "driverless technology" < /p >
< p > Tesla national motors 46.50% accepted Tesla's commission to help them get the S type vehicle 3C certification < /p >
< p > Wanfeng Qian Chao 50.87% completes the new energy vehicle vehicle and battery layout < /p > through mergers and acquisitions.
< p > Jin Rui technology 70.47%. Indirect supply of Tesla < /p > through Panasonic.
< p > WeChat O2O Wangfujing 29.94% cooperate with Tencent "WeChat shopping" < /p >
< p > search for special 44.23% plan WeChat business function to explore O2O mode < /p >
< p > Tianhong "a href=" //www.sjfzxm.com/news/index_s.asp "> shopping mall < /a > 11.06% combined with Tencent micro life to build Tianhong WeChat application platform < /p >
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