The sales volume of new energy vehicle enterprises exceeded 10000 in January, and Hong Kong stock vehicle enterprises made a good start.
Hong Kong stocks made a good start in the year of the tiger, led by the new energy vehicle sector
On the first trading day of the year of the tiger, Hong Kong stocks were not affected by the ups and downs of US stocks, and made a good start after the Spring Festival. In early trading, the Hang Seng index opened 2.48% higher, and then the indexes rose in shock. As of the close, the Hang Seng Index closed up 3.24%, the Hang Seng state-owned enterprises index closed up 2.81%, and the Hang Seng technology index closed up 3.05%.
Large technology stocks rose sharply, with Baidu up nearly 6%, Alibaba up more than 5.5%, BiliBili up more than 2.5% and meituan up 3%. Banking, insurance and other major financial sectors generally rose, while domestic housing stocks and property management stocks rose hand in hand. Yuexiu service rose by more than 12%, and jiazhaoye Meihao rose by more than 9%; Catering stocks strengthened, with Haidilao up more than 8%. Gold stocks, internet medical stocks, gambling stocks, Tesla concept stocks and aviation stocks rose collectively.
The auto sector led the market today, ideal car and Xiaopeng car rose by more than 10%, and Byd Company Limited(002594) shares rose by more than 7%. on the news side, the auto sector led by new energy benefited from the new forces of car making, and the new car delivery data in January 2022 was happy.
In addition, the arms race of electric vehicles has become white hot. There is news in the industry that Ford plans to launch a plan called “Ford +” – an additional investment of US $10 billion to US $20 billion on the basis of the original investment of US $30 billion in the field of intelligent electric vehicles by 2025, so as to completely transform itself into a technology company.
The sales volume of new energy vehicles continued to grow in January, and the market share increased to 13.4%
After entering 2022, the sales volume of new energy vehicles continued to grow. Recently, Byd Company Limited(002594) , Weilai, ideal, Nezha, Xiaopeng and other Chinese new power car enterprises have released the sales data in January this year, and the delivery has exceeded 10000 vehicles.
In January, the sales volume of Byd Company Limited(002594) new energy vehicles was 93200, a sharp increase of 361.7%; Xiaopeng sold 12900 cars, a year-on-year increase of 115%; Ideal cars delivered 12268 ideal one, a year-on-year increase of 128.1%; Weilai sold 9652 units, a year-on-year increase of 33.6%. In addition, the delivery volume of GAC ea’an, Nezha automobile and Zero run automobile in January all exceeded significantly.
Compared with traditional vehicles, new energy vehicles are more environmentally friendly. Under the goal of global carbon neutrality, the market prospect of new energy vehicles is growing. According to the data of China Automobile Association, the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles increased steadily. In , the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles exceeded 3.5 million in 2021, almost the same as the total sales volume in the past three years , and the market share increased to 13.4%, further indicating that the new energy vehicle market has shifted from policy driven to market driven.
Fu Bingfeng, executive vice president and Secretary General of China Automobile Association, said, “China’s total automobile production and sales has ranked first in the world for 13 consecutive years, and has made great progress in ‘electrification, networking and intelligence’. China’s position as a major automobile country has been further consolidated and is moving towards a powerful automobile country.”
China’s automobile industry is facing the impact of covid-19 pneumonia, chip shortage and other adverse factors, but new energy vehicles have become the highlight and new growth point of automobile consumption and even the whole consumption, has maintained a compound growth rate of 60% since 2015. in 2021, it will continue to maintain high-speed growth and continuously improve its penetration rate. Looking forward to 2022, the China Automobile Industry Association predicted that the total sales volume of Chinese cars in 2022 would be 27.5 million, with a year-on-year increase of 5.4%, of which the sales volume of new energy vehicles would be 5 million, with a year-on-year increase of 47%.
15 new energy vehicle stocks with significantly increased performance won the capital increase of going north
In terms of recovery, the performance of the global new energy vehicle sector was sluggish in January. The average decline of listed companies of US stocks, A-Shares and Hong Kong stock auto companies was more than 10%. After the sharp decline, the valuation of these car companies also fell sharply. According to the statistics of the securities times and databao, the average valuation of auto enterprises on the New York Stock Exchange is less than 15 times, the average valuation of auto enterprises on the Hong Kong stock exchange is less than 32 times, the average valuation of auto enterprises on the Shanghai Stock Exchange and Shenzhen stock exchange is less than 50 times, and the average valuation of Tokyo Stock Exchange is less than 20 times.
In terms of a shares, 59 shares involve the concept of new energy vehicles, with a total market value of 5.22 trillion yuan. Since January, Byd Company Limited(002594) , Shenzhen Inovance Technology Co.Ltd(300124) , Derun electronics and other 10 stocks have received institutional research, and the first two stocks have received institutional research for more than 10 times. Byd Company Limited(002594) China’s comprehensive strength ranks first in the field of new energy vehicle technology, Shenzhen Inovance Technology Co.Ltd(300124) a high-tech enterprise specializing in the R & D, production and sales of industrial automation control products.
Further, among the above-mentioned new energy vehicle enterprises, there are 15 companies that obtained the capital increase of going north in January, and the net profit increased by more than 20% in 2021 (predicted to be calculated by the median). Except that Yunnan Energy New Material Co.Ltd(002812) rose against the trend in January, the other 14 stocks fell to varying degrees, Eve Energy Co.Ltd(300014) , Yantai Zhenghai Magnetic Material Co.Ltd(300224) , Ningbo Shanshan Co.Ltd(600884) fell by more than 15%.
In January, northbound capital increased its positions by Ningbo Shanshan Co.Ltd(600884) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Yunnan Energy New Material Co.Ltd(002812) and so on, with the first two shares increasing their positions by more than 1 percentage point. In terms of performance, the net profit of 10 shares in 2021 is expected to double, Ningbo Shanshan Co.Ltd(600884) , Zhejiang Shuanghuan Driveline Co.Ltd(002472) increased by more than 5 times, of which the median increase of Ningbo Shanshan Co.Ltd(600884) net profit is more than 22 times.
