"Who will be the next hottest IPO? It's neither Nikola Motors nor Faraday Future Motors, but Karma Motors, which was founded in 2007. It seems to have the shadow of Tesla in it." Recently,

A Youtube blogger in the United States posted a video about stock reviews, saying that the most promising electric vehicle stock after Tesla comes from Karma Automobile, and revealed that Karma Automobile may be listed through an IPO within the year, and will start to cooperate with a number of investors at the end of July.

The bank entered into negotiations to seek a listing.

Why did this Youtube blogger say he saw the shadow of Tesla in the Karma car?

You must know that in July 2020, the market value of Tesla, which was only 17 years old, had successfully "crushed" Toyota, a traditional car company with a history of 87 years, and became the car brand with the highest market value in the world.

Karma Auto has not yet been listed on the market, but it is predicted by professionals that it will become the next 100-billion-dollar auto stock in the field of new energy vehicles. What problems does this reflect?

Hong Liu, managing director of Harvest Fund and investment director of Shanghai GARP Investment Strategy Group, once said that short-term market fluctuations are inevitable. In this context, we should focus on high-quality companies with the characteristics of "three good students".

The "three good students" mentioned by Hongliu refer to good industries, good companies, and good prices.

Among them, "good industry" refers to an undervalued industry with room for growth; "good company" refers to a leading company with competitive advantages in a "good industry"; "good price" refers to a company based on strict risk-return price comparison and in-depth research.

Reasonable price based on.

With the support of Tesla's high market value and new infrastructure, the entire new energy vehicle sector is currently in a booming market, and new car-making forces have frequently received "olive branches" from the capital market, reflecting the development prospects of the industry.

Therefore, the new energy automobile industry is a well-deserved “good industry”.

So, in this "good industry", which car companies are "good companies"?

Achieve good companies in good industries Since entering 2020, new energy vehicles have been highly sought after in the capital market.

Domestically, Xpeng Motors became the third new car-making force to be listed on the market after Li Auto and NIO; the old real estate giant Evergrande Group also struck while the iron was hot, not only releasing the first six models of the Hengchi brand, but also changing its name through Evergrande Health

For Evergrande Automobile and a series of operations such as lowering investment thresholds, the stock price has risen; BYD's total market value has also surpassed SAIC Group, becoming the car company with the highest value in the A-share market.

The above-mentioned new energy vehicle companies are all companies that have made a lot of money in the "good industry". However, in sharp contrast to the carnival of the capital market, most of these new energy vehicle companies are difficult to achieve profitability.

For new car-making forces, while maintaining a large investment in research and development, the scale of a handful of car deliveries cannot support their profitability.

Even the giant Tesla has experienced losses for 15 years. Especially at the beginning of last year, it was constantly questioned by the outside world because it had not made a profit and had low production capacity for many years after its listing. As a result, the stock price fell for a time, and it was even on the verge of bankruptcy.

It has only recently become profitable.

It can be seen that investment is more like a "marathon" and requires more patience to reap the roses of time. Just looking at market value performance is not comprehensive and objective.

At the same time, investors should also wait and see those new energy vehicle companies that have not yet been listed from a development perspective. Which ones are the "three good students" worthy of the attention of the capital market?

Which ones will become gold mines of value?

In fact, Tesla's growth experience can be seen as a new wave of change in the automotive industry - the collision between new technological forces and traditional car companies.

Unlike traditional car companies, Tesla is more like a technology company that manufactures cars. Similar to Tesla's "technology positioning" is a local American car company, Karma Automobiles.

Karma Automobiles, formerly Fisker Automobiles, is an electric vehicle company founded by Danish-American car designer Henrik Fisker. It was sold to China's Wanxiang Group in 2014 and renamed Karma Automobiles.

Since then, Karma Automobile has begun to produce brand-new automobile products. Its product design is completely different from Fisker Automobile. Karma Automobile is more focused on the field of luxury electric vehicles.

More importantly, Karma Automobile is not just a car manufacturing company, but also a high-tech incubator. Compared with other new car-making forces, Karma Automobile can not only export automobile products, but also export technology platforms. It provides "

The “platform sharing” model is a revolutionary initiative in the history of global automobile manufacturing.

Since the launch of the E-Flex platform plan in March this year, in less than half a year, Karma Automobile has successively released a number of extended-range chassis technologies, pure electric chassis technologies and concept car verifications.

Judging from the fact that most new car-making forces currently choose the OEM production method, Karma Automobile's "platform sharing" model seems to have more practical significance and economic value.

In addition, Karma Automobile is similar to Tesla in its headquarters location.