Gong Mengze
On June 23, Ningde Times released the CTP3.0 Kirin battery, once again out of the circle with its strength.
The day before, Ningwang’s 45 billion yuan fixed increase was announced, making it the largest refinancing project since the registration system, the largest refinancing project in the ChiNext market, and the largest refinancing project subscribed in full in cash by way of market inquiry.
In fact, just over 10 days ago, BYD also just got its glory and glowed with the "boots landing" that supplied batteries to Tesla.
On June 10, BYD's share price surged 8.19% to 348.80 yuan, and the total market value stood at one trillion yuan, reaching 1.02 trillion yuan.
At the same time, the market value of the strong BYD also surpassed that of Volkswagen, and was promoted to the third place in the market value of global car companies.
As a result, after the Ningde era took the lead in breaking through the trillion yuan market value mark last year, the addition of BYD has made the domestic auto circle have "trillion heroes".
In the CATL era and behind BYD, there are a group of national technology companies ready to go, SMIC, BOE, TCL, etc. are all ready to ride the wind.
In my opinion, the stock market is often the most straightforward reflection of a country's economic background.
Now, when a new round of technological waves led by new energy battery technology comes, the story of the rapid development of new economy companies and the rapid catching up of traditional enterprises has also begun to be staged in China.
The author believes that in such a historic process, the protagonists in the industrial chain such as CATL, BYD, and Huawei are all witnesses and witnesses to accelerate the reshuffling of the traditional order.
The new era has been slightly exposed, just waiting for those who stand on the cusp of the technological revolution to completely lift the stage curtain.
(Securities Daily)