If nothing unexpected happens$Tesla Motors(TSLA)$   Tesla.US's Grand Plan 4 will put electric vehicles in a secondary category. At present, even in China, where the new energy vehicle industry is the most developed, the leading companies have been valued as traditional car companies. As the penetration rate further exceeds 50%, the imagination of this industry will be greatly stifled, and the only variable will be intelligent driving.

Unfortunately,$BYD COMPANY(01211)$ $NIO Inc.(NIO)$   BYD Co., Ltd.HK, as the leader, has basically planted its core indicator skill tree according to traditional car companies. As a commercial enterprise, it is very reliable, but as an investment target, it will not be very imaginative.

Other car companie$XPeng Inc.(XPEV)$   stuck in the middle will face a very embarrassing situation: as a failed commercial company, it is difficult to convince investors to buy into the intelligent driving business, let alone any added value; companies with good business numbers (such as Ideal) can continue to invest, but if the leading companies do not put this business in the first place, the entire industry's understanding of this part will stagnate, and everyone will eventually choose the "most professional" intelligent driving brand to place orders, so as followers, they will have no motivation to invest too much, and a vicious cycle will begin.

The most professional smart driving brand is still burning other BUs’ money to support itself, and it is a private company. You see, the only target that can really be discussed in the market is Tesla.

Go back and look at what I wrote at the beginning, and you will know why I have nowhere to write about new energy vehicles recently.

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