The concept of "Tesla" is changed by the superior electronic loan

Zhang Jianfeng November 11, 2013 to February 11, 2014, All Sheng Electronics (600699.SH) per share price from the 11.95 Yuan low to 27.99 yuan, the maximum increase of 134.23%, become a recent a-share market in a bull stock. All the reasons for the electronic cause of market capital, in addition to the previous company's "Tesla" concept, it itself for BMW to provide commercial-grade electric vehicle battery management solutions Business is also important reasons. Although the current win electronics has announced no business relationship with Tesla, but the company itself can provide commercial-grade electric vehicle battery management solutions business is generally bullish. "Tesla" concept of the January 22, the TESLA Motors officially announced the model S China market pricing, starting at a price of 734,000 yuan, below the market earlier than 1 million yuan expected. Since then, CEO Elon Musk said China could become the world's second-largest market after the US in the future. In an interview with the media, Tesla China's vice president revealed that in 2014 the company will open 10~12 stores in China. UBS Securities believes that future Tesla's success in China will also promote the promotion of new energy vehicles in the country. As early as December 19, 2013, overseas media reported that the U.S. electric vehicle manufacturer Tesla (Tesla) 's new Chinese website on the Internet, a wave of waves, some market participants read this is Tesla's signal to enter the Chinese market. Affected by this news, the A-share market with the concept of Tesla is the winner of the price of the rise of the prologue. The company's share price rose from December 19, 2013 per share of 15.30 Yuan to January 30, 2014 of 23.12 yuan, the maximum increase of 51.11%. And on February 8, the Ministry of Finance and other four departments issued "on the further promotion of new energy vehicles to promote the application of the work of the notice", and announced the second batch of new energy vehicles to promote the city list. All WINS electronics in the February 10 after the pull out of trading board, in the February 11, the highest probe to 27.99 yuan per share. In the capital of the hot hold all electronic, the company a paper announcement to market investors hit a needle "sobering". February 12, all wins electronic bulletin said, a recent institutional research report on the company's shares in the concept of the Tesla category, by the company management self-examination, the company is currently BMW Electric vehicle battery management system suppliers, but not with Tesla to establish business relations. Affected by the news, the company's shares fell 3.53% on the day, the next day fell 6.17%, the two-day cumulative decline of 10.24%. "The announcement of the above news will help the market to get a more sober understanding of the company's new energy vehicle business when it is too enthusiastic." "A beijing-based brokerage person told the China Business News reporter that although both won the electronics did not establish business relations with Tesla, but the company is the BMW electric car battery management system suppliers are indeed true, in this regard, investors should objectively view the company's new energy vehicle business can bring the company how much revenue。 Power EV Battery Management is the current main business for automotive parts research and development, production and sales. Company and the new Energy vehicle business related business mainly for electric vehicle battery management system and turbocharger tube, but the turbocharger current income is small, future EV battery Management system will be the company's key development direction. December 2011, the listed company's controlling shareholder wins the group to complete the major assets reorganization, will its domestic auto parts and components assets, including all wins shares 75% equity, Changchun all wins 100% equity, the Hua Tak plastic 82.3% shareholding and the Huade Ben Source 100% shareholding all pours into the listed company. After the reorganization was completed, the listed company transformed from a bankruptcy reorganization enterprise into auto parts research and development, production and sales company. Upon the completion of this reorganization, the group and its concerted action will hold 247 million shares of the company's shares, accounting for the total share capital after the issuance of 62.97%. While both of the turbo-charged tubes are also available for use in new energy vehicles, the company's new energy vehicle business is widely known as the company's completion of the 2012-year acquisition of the German Puri. On December 14, 2012, the group transferred its 74.9% stake in Germany's Puri holdings and 5.1% per cent of Germany's Puri to the company's name. At the same time, the listed companies and all WINS group has been to hold 25.1% per cent of the German group of the foreign shareholders to pay a total of 64.395 million euros equity transfer, which exceeds the German group of 25.1% Equity evaluation of the value of 59.744 million euros in part of the sum of the funds by the winner. After the registration of the shareholding change, Germany's Puri Holdings and the German town of Puri have all become a wholly-owned subsidiary of Electronics. "The company did not provide battery management systems for electric vehicles before acquiring the German country of Puri." "All wins electronics," said one executive, who told reporters after the acquisition of the company is currently in charge of the battery management system, one of the few companies, the current business accounted for the proportion of the company's operating income of 10%, the future company will focus on the development of the business, while the company's production of turbocharger also applied to new energy vehicles, but the business income is small Data show that Germany is a high-end automotive body electronic control system manufacturers, the main production of five categories of products, air-conditioning control systems, driving control systems, electronic control unit and instrumentation, sensor systems and innovative automated production lines, the main customers include Audi, BMW, Daimler, Porsche, Volkswagen, General, Ford and other high-end vehicle depot. It is noteworthy that the German i3 technical strength, for the German BMW Pure electric vehicle (BMW) to provide sophisticated battery power management system. Wang Tingxu, an analyst at Huajian Securities, pointed out that the company as a BMW i3 battery power management system provider, in the future competition in the field of new energy vehicles accounted for the core market. Company around the automotive electronics bigger and stronger strategic path clear, automotive electronics industry market space, faster than the automotive industry, the company is a a-share market rare automotive electronics company, will maximize the benefit from the development of new energy vehicles. This point, from the company to the new energy vaporCar development strategy can be seen. All WINS electronics in the 2013.5 Annual report pointed out that in the New Energy vehicle field, the company developed for the BMW Electric Vehicle battery management system and related sensors, has been commercially available in a number of models, to achieve the complex battery in the precise control of batteries and intelligent charge and discharge, greatly improve battery life, The reliability and durability of the system is at the forefront of the industry, becoming one of the few companies in the world that can independently provide business-grade EV battery management solutions. At present, the company has begun the next generation of electric vehicle power system research and development, and strive to achieve in the reliability, durability and cost of new breakthroughs in the new energy vehicles from the high-end to mainstream development contributions. It is noteworthy that the BMW New Generation electric vehicle i3, which provided i3 exclusive supply of battery management units and electric core monitoring lines by Germany, has been listed in Germany in November 2013, with a total order of about 10,000 units, which will begin entering China, the United States, Japan and other markets in the two quarter of 2014. Xiang Wealth Securities analyst 栾钊 said that 2014 BMW another electric car i8 will also be listed, is expected to use the management of the technology of Puri, BMW electric car sales in the short run on the company's performance less impact, but rely on BMW in the field of electric vehicle expansion, Company's new energy vehicle battery management technology commercialization process is expected to lead other competitors. Data show that all wins the first half of 2013 to achieve business income of 2.812 billion yuan, an increase of 6.3%, to achieve the attribution of shareholders of listed companies deducted Non-recurrent profit and loss of 113 million yuan, an increase of 131.71%. 2013 years ago three quarters, the company realized operating income of 4.369 billion yuan, an increase of 11.21%, to achieve the attribution of shareholders of listed companies deducted Non-recurrent profit and loss of the net income of 183 million yuan, an increase of 115.87%.