CIMC Vehicles: Risk or opportunity

Mondo Finance Updated on 2024-03-03

- Everyone must develop a correct thinking, choosing ** is the same as choosing people, some men always hope to be able to do housework and make money when looking for a wife, and they want to be beautiful and have a good figure, the so-called can enter the kitchen, enter the hall. Women also always hope that their husbands are handsome and chic, have a successful career, and take care of their families. But few people reflect on themselves, do you yourself have such conditions? Choice**is the same, always want to choose the best**, the lowest**, the best**time, always think** that the day can rise sharply, or even the limit. Ask yourself, do you really have the ability?

Many people don't dare to buy it when it goes up for a while, and they like to buy the bottom of it, which is understandable in itself and is also in line with the characteristics of human nature. But the ** at the bottom must have his risks and flaws, you need to figure out why his current ** is so low, is there any difficulty? If you can understand the reasons and the underlying logic, then you can enter the market boldly. Today I will introduce CIMC vehicles, which is such a ** ticket. Opportunities and risks are in front of you, and as the old saying goes, adults only have choices, nothing to rely on. You need to make your own decisions, and you need to bear the consequences.

CIMC Vehicles entered the semi-trailer industry in 2002 and has been developing for more than 20 years, in which CIMC Vehicles has achieved the transformation from China to the world through two ventures of "breaking new ground" and "going abroad", covering more than 40 countries and regions in the world's four major markets, and has been ranked first among the world's semi-trailer manufacturers for 11 consecutive years. CIMC Vehicles is a leader in the special-purpose vehicle industry and a pioneer in high-end special-purpose vehicles. Since 2014, CIMC Vehicles has been actively exploring high-end manufacturing systems and building lighthouse factories. Today, CIMC Vehicles has built 23 lighthouse factories at home and abroad.

Starting from 2023, CIMC Vehicles will enter its third venture, which will comprehensively promote the "Starlink" high-end manufacturing system, and will be the first high-end special vehicle brand in 2023, which is well-deserved and well-deserved by the industry.

CIMC Vehicles was listed on the Hong Kong Stock Exchange in July 2019, and after raising funds, it built manufacturing plants in the United Kingdom and the Netherlands, completed the layout of the lighthouse manufacturing network, and fully released production capacity. Now that more than half of the overseas revenue is generated, it has become a very difficult company in A-shares to make money by going overseas. In July 2021, the listing of A-shares was completed. Now the process of privatization has begun. The privatization of Hong Kong stocks is basically equal to the ** of the IPO, and all Hong Kong stocks are cancelled, which is equivalent to a low price repurchase and the cancellation of 8% of the shares. CIMC Vehicles' series of operations are dazzling, but this vigorous and resolute style is in stark contrast to the repurchase of most A-shares. However, CIMC vehicles are different, and they are really in line with international standards for repurchase and cancellation. Not to mention that there are some A-share repurchases, the behavior of major shareholders themselves, sometimes to motivate executives, and sometimes to wait for the best to sell, is fundamentally for the interests of their major shareholders, completely ignoring the interests of small shareholders and repurchases, everyone must recognize clearly. Based on this alone, CIMC Vehicles is a good company with a conscience, and a company that can take care of the interests of minority shareholders can often reflect its own vision and value, and will definitely have a bright future, and it is also a really good company.

After all, CIMC's advantages, let's take a look at his biggest hidden danger, CIMC vehicles are currently under investigation by the United States for its evasion of anti-dumping and countervailing duties. The results of the investigation were originally scheduled to be completed on February 18 this year, but the U.S. Department of Commerce postponed the investigation by two months before releasing them. This means that there is a very good chance that the results will be released on April 18. How much impact will the implementation of the anti-dumping and anti-dumping investigation have on the production, operation and financial status of the US market? The listed company itself believes that the impact will not be great, and does not admit that it has violated the law. I won't say it here today, the market has been interpreted very thoroughly, if it is not such a negative blow, as the leader of the world's high-end semi-trailers, it cannot be such a **, he is the global sales champion for 11 consecutive years, from this point of view, CIMC vehicles also have a good **.

One thing to note is that CIMC Vehicles is one of the first global enterprises to go overseas, and it has considerable strength and experience in terms of management ability and international vision, and will not be unprepared for the anti-dumping and anti-dumping investigation in the United States. As early as 2021, CIMC Vehicles changed its strategy and directly opened new skeleton car automated production facilities in the eastern and southern coastal areas of the United States, which not only reduced the controversy of dumping and subsidy duties, but also fully developed the refrigerated semi-trailer market with higher gross profit margin in the United States, operated local well-known brands, and now the revenue and profit contribution of the North American market have begun to surpass Chinese mainland. Judging from the company's reaction, it is also not in a hurry, and in the latest answer to investors' questions on February 21 this year, it clearly stated that the company advocates that the existing business model does not violate the U.S. anti-dumping duty and countervailing duty laws or EAPA.

Let's finally take a look at his shareholder count, which has declined for five consecutive quarters, from a high of 60,000 to 2 now80,000 people, so there is no logical reasoning of ** in a high position. From a technical point of view, the recent month has increased significantly, but the trend is decent, and there is no obvious strength. But the characteristics of the bottom are still relatively obvious, three consecutive weeks of volume **, and then the possibility of a large **, on the whole, the trend is at least not weaker than **, if there is really any big negative news behind is not out of such a technical form.

After writing this article, my mind is reminded of the wise words that I shared with you Buffett's stock selection a few days ago: Whether I buy socks or **, I like to buy high-end goods when they are on sale. In front of the company and the market, I choose to believe in the company.

Xiongguan Mandao is really like iron, and now it is stepping forward from the beginning! Be patient, enjoy the loneliness, and when the mountains are splendid, if you and I meet for the first time, we will definitely toast with you and celebrate, live up to the time, and enjoy your own beautiful life.

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