A few days ago, according to the latest global automaker market value rankings, the US electric car company Tesla ranked first with a market value of US$1.093 trillion. Toyota is next to second place, with a total market value of US$262.3 billion. The third place is Volkswagen , with a total market value of US$136.1 billion. In addition, the fourth to tenth places are BYD , Rivian , Mercedes-Benz parent company Diamler , General Motors, Lucid Motors, Ford, Great Wall and other car companies.
From the list, Tesla, which ranks first, has seen the fastest increase in the past month. On October 25, the American car rental company Hertz announced that it plans to order 100,000 Tesla cars and some charging facilities. Starting from November, US users can rent Tesla Model 3 at airports and nearby stores in major U.S. cities can also provide Tesla rental services. Affected by the news, Tesla's stock rose 12.66% on the same day, with its market value exceeding US$1 trillion for the first time, reaching US$1.03 trillion (approximately RMB 6.58 trillion), becoming another listed company in the United States with a market value of US$1 trillion after Apple , Amazon , Microsoft and Google , leading global auto companies. Judging from Tesla's current market value, it exceeds the total market value of 11 traditional automobile giants including Volkswagen, GM, Ford, , Honda, , etc., of US$807 billion.
From the timeline, in 2010, Tesla successfully launched on Nasdaq , becoming the only independent manufacturer of pure electric vehicles listed in the United States. Subsequently, Tesla's market value soared, becoming the world's number one automaker in one fell swoop. In May 2013, after Tesla announced its first profit in the first quarter, it became the focus of global attention. In April 2017, Tesla's stock, which had been rising for several months, rose by 3.22% after the opening, with a total market value of more than US$51 billion, surpassing , General Motors and becoming the largest automaker in the United States. In June 2020, Tesla's stock price broke through $1,000, surpassing Toyota, becoming the world's number one automaker. At present, judging from Tesla's market value, although Toyota is still the second car company, it is out of reach to catch up with Tesla.
In addition, Tesla's gross profit margin has far exceeded that of other car companies. According to the third-quarter financial report, Tesla's third-quarter revenue increased by 57% year-on-year to US$13.757 billion, and its net profit was US$1.618 billion, nearly four times that of the same period last year. In the third quarter, Tesla delivered 241,300 vehicles more than 237,823 vehicles, and the delivery speed exceeded the production speed.
In terms of main business, its revenue was US$12.057 billion, an increase of 58% year-on-year. Net profit reached US$3.673 billion, up 74% year-on-year. The gross profit margin is as high as 30.5%. After deducting carbon points trading revenue, the gross profit margin was also close to 29%, which undoubtedly broke the record again and firmly ranked among the world's most profitable car company.
, ranking second in , Toyota Motor , has a relatively stable market value, leading Volkswagen, ranked third with a market value of US$260.3 billion. This year, due to the shortage of parts, Toyota has announced production cuts many times. On October 15, Toyota, the world's largest automobile manufacturer, officially stated that due to the insufficient automotive chips, the company will cut production in November, which is between 100,000 and 150,000 vehicles compared with the previous production plan. It expects that the company's global production in November will be only between 850,000 and 900,000 vehicles. It is worth noting that Toyota's production plan for November has improved compared with September and October this year. Data shows that Toyota's global production ranged from September to October between about 500,000 to 600,000 vehicles.
htmlOn November 12, Toyota Motor said that 14 factories and 28 production lines in Japan will all resume normal operations in December, and plans to produce 800,000 cars worldwide in December, and maintain the earlier forecast of 9 million vehicles in this fiscal year.Volkswagen ranks third in
. Volkswagen's performance in the world's top ten automobile companies can be described as "at the peak of the sky". It also ranked sixth in the world's top 500 in 2017. Volkswagen has also created many magic cars, such as Jetta , Passat , Lavida , etc., which remained at the forefront of the sales list for a long time, and its Golf, Beetle , Passat and other models are all classics of the generation.
Nowadays, Volkswagen has stopped production many times due to the shortage of parts. According to relevant data released by Volkswagen, due to the impact of chip shortage, Volkswagen Group 's revenue, operating profit and operating profit margin in the third quarter all showed a downward trend year-on-year. Its operating income in the third quarter was 56.931 billion euros, a year-on-year decrease of 4.1%; operating profit was 2.798 billion euros, a year-on-year decrease of 12.1%; operating profit margin was 4.9%, compared with 5.4% in the same period last year. Global delivery volume in the third quarter was 1.97 million vehicles, a year-on-year decrease of 24%.
ranked fourth with BYD from China. Its stock price has been relatively turbulent in the past month and fell again after its market value exceeded one trillion yuan. Since 2021, the sales of BYD Auto , especially the sales of new energy vehicles, have risen. In October, BYD's new car sales were 88,898 units, a year-on-year increase of 90.9% and a month-on-month increase of 12.5%. Among them, 80,003 new energy vehicles were sold (38,771 DM models and 41,232 EV models), an increase of 262.9% year-on-year, and new energy vehicles accounted for nearly 90% of the sales volume of the entire series of products. From January to October this year, BYD's cumulative sales reached 538,704 units, an increase of 72.8% year-on-year.
In addition to the vehicle business, BYD also has a layout in the field of automotive parts. According to data released by SNE Research, in September 2021, BYD's installed battery capacity reached 2.9GWh, ranking fourth in the world in terms of installed capacity, with a market share of 9%. Foreign media reported that BYD may supply blade battery to Tesla in the second quarter of 2022, and the Tesla model equipped with blade batteries has entered the C-sample testing stage. Moreover, not long ago, BYD has made it clear that it will stop producing fuel vehicles in 2040.
overall, in a sense, although the performance of market value does not fully reflect the true strength of a car company, from the perspective of market performance, under the influence of the new crown epidemic, most multinational car companies face challenges such as factory shutdowns, supply chain interruptions, and sales pressure, which reflect that their market value performance in the capital market is not satisfactory. As the market recovers, the automaker market will also rebound.
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