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2021-12-11
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3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":605651424,"tweetId":"605651424","gmtCreate":1639157278063,"gmtModify":1639157278138,"author":{"id":4091880747410340,"idStr":"4091880747410340","authorId":4091880747410340,"authorIdStr":"4091880747410340","name":"圆圆蔡","avatar":"https://static.tigerbbs.com/b8ece9094241ddb84f16eb579a180376","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Great</p></body></html>","htmlText":"<html><head></head><body><p>Great</p></body></html>","text":"Great","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/605651424","repostId":1192503036,"repostType":4,"repost":{"id":"1192503036","kind":"news","pubTimestamp":1639123593,"share":"https://www.laohu8.com/m/news/1192503036?lang=zh_CN&edition=full","pubTime":"2021-12-10 16:06","market":"hk","language":"en","title":"3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192503036","media":"Motley Fool ","summary":"You can find hidden gems in the much-hyped electric vehicle space too.","content":"<p>With electric vehicle (EV) maker <b>Tesla</b> valued at more than $1 trillion and <b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车(EV)制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止，该公司生产了不到200辆汽车，价值超过1000亿美元，注重价值的投资者可能会发现远离电动汽车股票领域是目前最好的行动方案。但事实是，即使在这个热门领域，也存在大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域的三颗隐藏宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider <b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of <b>Lucid Group</b> and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近，试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都相同。例如，考虑<b>蔚来</b>.该公司在2021年前9个月销售了66,395辆汽车。然而，其市值低于<b>Lucid集团</b>和Rivian，这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于没有太多的销售历史，Lucid和Rivian股票的市销率没有意义。虽然蔚来近10的市销率看起来很高，但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来PS比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然，特斯拉凭借强大的品牌形象和创新的产品，作为电动汽车先驱拥有更高的比例。然而，与蔚来相比，溢价看起来过大。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异，纯电动汽车制造商（仅提供电动汽车）的估值通常高于目前进入电动汽车领域的传统汽车制造商。这可能是基于炒作，或者是基于纯电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are <b>BYD</b> and <b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示，这两家公司的市销率远低于特斯拉甚至蔚来。无论你如何划分，蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1.蔚来有很多让人喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先，该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出260万辆电动汽车中，仅在中国就售出了约110万辆。此外，2021年上半年，中国销售的电动汽车数量相当于2020年全年的销量。</blockquote></p><p> Nio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来公布11月份汽车交付量强劲。除了10月份，由于计划升级生产线，该公司报告交付量下降，蔚来的交付量基本上呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and <b>Li Auto</b>, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪、<b>小鹏</b>，和<b>理想汽车</b>，以及包括特斯拉在内的全球电动汽车公司。尽管竞争激烈，蔚来迄今为止表现良好。此外，该公司计划于明年初开始交付新款豪华轿车ET7。这款新轿车拥有一些最好的功能和技术，应该会进一步促进蔚来的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>二、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>虽然投资者关注即将上市的电动汽车股票，但中国老牌汽车制造商比亚迪已在电动汽车领域为自己赢得了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场（包括插电式混合动力汽车）的最高份额，为17%。这高于上汽集团的合资企业控制的16%的市场份额，<b>通用汽车</b>、柳州五菱汽车。相比之下，特斯拉约占中国电动汽车市场11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月，比亚迪电动车型销量同比增长153%至46,137辆。包括插电式混合动力车在内，该公司当月销量为90,121辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去12个月的收入为302亿美元，主要分为三个部门。2020年，该公司53%的收入来自汽车及相关产品，39%来自手机零部件和组装，其余8%来自充电电池和太阳能产品。从地域上看，该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度关注，未来几年，这些汽车可能会在比亚迪的收入结构中占据越来越高的比例。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3.大众汽车拥有远大的电动汽车雄心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会发现顶级汽车制造商大众汽车的价值。未来几年，该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到2025年将电动汽车交付量提高到其销量的20%。到2030年，该公司的目标是电动汽车占其在欧洲销量的60%。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.</p><p><blockquote>前9个月，大众汽车在全球交付了近700万辆汽车。其中，大约293,000辆是全电动的。另外246,000辆是插电式混合动力汽车。因此，电动或混合动力汽车约占该公司交付量的7.8%。从长远来看，特斯拉今年前9个月交付了627,572辆汽车。因此，尽管电动汽车在大众汽车总交付量中所占比例很小，但其电动汽车的绝对交付量却很大，并且将继续增长。简而言之，该股票肯定可以在您的电动汽车投资组合中找到一席之地。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool </strong><span class=\"h-time small\">2021-12-10 16:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With electric vehicle (EV) maker <b>Tesla</b> valued at more than $1 trillion and <b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车(EV)制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止，该公司生产了不到200辆汽车，价值超过1000亿美元，注重价值的投资者可能会发现远离电动汽车股票领域是目前最好的行动方案。但事实是，即使在这个热门领域，也存在大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域的三颗隐藏宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider <b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of <b>Lucid Group</b> and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近，试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都相同。例如，考虑<b>蔚来</b>.该公司在2021年前9个月销售了66,395辆汽车。然而，其市值低于<b>Lucid集团</b>和Rivian，这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于没有太多的销售历史，Lucid和Rivian股票的市销率没有意义。虽然蔚来近10的市销率看起来很高，但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来PS比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然，特斯拉凭借强大的品牌形象和创新的产品，作为电动汽车先驱拥有更高的比例。然而，与蔚来相比，溢价看起来过大。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异，纯电动汽车制造商（仅提供电动汽车）的估值通常高于目前进入电动汽车领域的传统汽车制造商。这可能是基于炒作，或者是基于纯电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are <b>BYD</b> and <b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示，这两家公司的市销率远低于特斯拉甚至蔚来。无论你如何划分，蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1.蔚来有很多让人喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先，该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出260万辆电动汽车中，仅在中国就售出了约110万辆。此外，2021年上半年，中国销售的电动汽车数量相当于2020年全年的销量。</blockquote></p><p> Nio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来公布11月份汽车交付量强劲。除了10月份，由于计划升级生产线，该公司报告交付量下降，蔚来的交付量基本上呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and <b>Li Auto</b>, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪、<b>小鹏</b>，和<b>理想汽车</b>，以及包括特斯拉在内的全球电动汽车公司。尽管竞争激烈，蔚来迄今为止表现良好。此外，该公司计划于明年初开始交付新款豪华轿车ET7。这款新轿车拥有一些最好的功能和技术，应该会进一步促进蔚来的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>二、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>虽然投资者关注即将上市的电动汽车股票，但中国老牌汽车制造商比亚迪已在电动汽车领域为自己赢得了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场（包括插电式混合动力汽车）的最高份额，为17%。这高于上汽集团的合资企业控制的16%的市场份额，<b>通用汽车</b>、柳州五菱汽车。相比之下，特斯拉约占中国电动汽车市场11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月，比亚迪电动车型销量同比增长153%至46,137辆。包括插电式混合动力车在内，该公司当月销量为90,121辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去12个月的收入为302亿美元，主要分为三个部门。2020年，该公司53%的收入来自汽车及相关产品，39%来自手机零部件和组装，其余8%来自充电电池和太阳能产品。从地域上看，该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度关注，未来几年，这些汽车可能会在比亚迪的收入结构中占据越来越高的比例。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3.大众汽车拥有远大的电动汽车雄心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会发现顶级汽车制造商大众汽车的价值。未来几年，该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到2025年将电动汽车交付量提高到其销量的20%。到2030年，该公司的目标是电动汽车占其在欧洲销量的60%。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.</p><p><blockquote>前9个月，大众汽车在全球交付了近700万辆汽车。其中，大约293,000辆是全电动的。另外246,000辆是插电式混合动力汽车。因此，电动或混合动力汽车约占该公司交付量的7.8%。从长远来看，特斯拉今年前9个月交付了627,572辆汽车。因此，尽管电动汽车在大众汽车总交付量中所占比例很小，但其电动汽车的绝对交付量却很大，并且将继续增长。简而言之，该股票肯定可以在您的电动汽车投资组合中找到一席之地。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/\">Motley Fool </a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYDDY":"比亚迪ADR","01211":"比亚迪股份","VWAGY":"大众汽车ADR","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192503036","content_text":"With electric vehicle (EV) maker Tesla valued at more than $1 trillion and Rivian, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.\nLet's look at three such hidden gems in the electric vehicle space.\nImage source: Getty Images.\nValuation of EV stocks\nTrying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider Nio. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of Lucid Group and Rivian, both of which have sold far fewer vehicles so far.\nNIO Market Cap data by YCharts\nWith not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.\nNIO PS Ratio data by YCharts\nFor sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.\nTalking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.\nTwo such companies are BYD and Volkswagen. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.\n1. There is a lot to like about Nio\nInvestors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.\nNio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.\nThe company faces stiff competition from local players, including BYD,Xpeng, and Li Auto, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.\n2. BYD is gaining ground silently\nWhile investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According toCleanTechnica, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,General Motors, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.\nIn November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.\nWith a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.\nWith a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.\n3. Volkswagen has big EV ambitions\nEV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.\nIn the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.","news_type":1,"symbols_score_info":{"BYDDY":0.9,"01211":0.9,"VWAGY":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":799,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/605651424"}
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