Nowadays, many cities have started to limit their cards because of traffic jams. Is it a good choice to buy a new energy vehicle without shaking the number? Many friends are discussing this topic. Here we come to understand the technical route of China's new energy vehicles.
The future of new energy vehicles is the world of technology. The answer to this is not the same for every country.
The clear technical path in the US national strategic plan is plug-in hybrid and pure electric vehicles.
In the strategic planning of Europe, pure electric vehicles are the only technological path.
In Japan's strategic planning, hybrid and hydrogen fuel cells are the ultimate trend in the future of the world.
China draws on the strengths of its various families. In the strategic plan, it is plug-in hybrid in the near future, and pure electric in the medium and long term. The ultimate goal is hydrogen fuel cell vehicles.
The same as the consensus between the countries, there is no unified answer for the world's auto brands. Although Toyota's corporate strategy is aimed at hybrid and hydrogen fuel cells, it also has pure electric technology reserves; It is a Japanese car company, but the main push is pure electric cars.
Although Germany is based on pure electric power as a national strategic route, in addition to the reserve of pure electric vehicle technology, Volkswagen also proposed plug-in hybrid vehicles.
In a word, each country has a strategic goal of technical road strength in its planning, but the company is doing and adjusting at the implementation level.
[New Energy Vehicle Concept Stock Analysis]
Some of the companies have given the auto industry weekly report: blue-chip valuations have limited repairs, and key high-growth new energy auto parts stocks
In the first half of the year, the auto market resumed growth, and the purchase tax was reduced by half, driving the market share of small-displacement vehicles to continue to increase. It is expected that the growth rate of automobile sales in the third quarter will reach the high point of the year. From June to August last year, car sales grew negatively year-on-year, and the base was low. We expect car sales growth in the third quarter to reach the high point of the year, which is expected to reach around 15%. At the end of the year, the purchase tax halving policy expires. It is expected that the sales volume will remain at a relatively high level in the fourth quarter. However, due to the high base, the sales growth rate is expected to decline compared with the third quarter. We expect auto sales to reach 25.8 million units in the year, up 5% year-on-year. After the withdrawal of the purchase tax halving policy in 2017, the auto market is under greater pressure to decline in sales and profit growth.
New energy automobile industry chain: In the second half of the year, the new energy energy vehicle policy will gradually land, and the subsidies will be concentrated at the end of the year. In terms of new energy vehicles, the sales volume of domestic new energy vehicles in the first half of the year was 170,000 units, a year-on-year increase of 126.9%. Among them, the sales of pure electric vehicles reached 126,000, an increase of 161.6% over the same period of the previous year. It is expected that the subsidy for the new policy in the second half of the year, the introduction of the list of subsidies for logistics vehicles, and the promotion of the development of power batteries will be introduced. The sales of new energy passenger cars and special vehicles will continue to climb, maintaining the forecast of annual production of 650,000 vehicles. The new energy vehicle volume will drive the demand for ternary batteries and motor electronic control.
The mid-year report is approaching, and blue-chip stocks with relatively safe valuations are welcoming short-term valuation repair opportunities. Since the beginning of this year, the auto companies in the auto segment have fallen behind, the valuation is at a historical low, and the dividend yield is relatively stable. Therefore, under the sales data and market funds, the blue chips represented by the above auto, Huayu, Changan and Great Wall We are welcoming a short-term valuation to repair the market, but considering that the performance of blue chip stocks is difficult to achieve more than expected growth, the valuation rebound space is limited, and lack of continuity, cautiously recommend SAIC, Huayu, Great Wall, Changan.
The upstream materials companies in the lithium battery industry chain have the most obvious benefits, focusing on the entry of new energy vehicles and high-growth parts and components. In the new energy automobile industry chain, the upstream materials enterprises of lithium batteries have the fastest profit growth, and the valuation and the increase are also the highest. Tianqi Lithium Industry, Tianci Materials, Polyfluoride, Dangsheng Technology, Zhangzhou Mingzhu, Xinzhoubang The net profit growth rate has doubled. Benefiting from the high sales growth of new energy vehicles, the related parts and components enterprises have achieved high performance growth through endogenous or extension. It is recommended to pay attention to the energy-saving new energy vehicle powertrain capacity and the development of charging piles.
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