The penetration of new energy vehicles in the global market is ushering in a new round of acceleration.
Since this year, track stocks have collectively fallen sharply, and many related sectors such as cro index, Nanjing portfolio and energy storage index have fallen by more than 20%. Some market participants pointed out that the Fed's interest rate hike has restrained the trend of high valuation sectors. However, with the adjustment of the market, some stocks may re-enter the value area, especially for some sectors that are still in a high boom.
Yesterday afternoon, the passenger Federation released relevant data. In January 2022, the retail sales of new energy passenger vehicles reached 347000, a year-on-year increase of 132% and a month on month decrease of 27%.
Cui Dongshu, Secretary General of the passenger Federation, said that since December is the node of subsidy decline, high growth and high rise have been formed. Over the years, the retail volume in January decreased significantly compared with that in December, and the current 27% month on month decline is relatively good.
The recent sharp rise in lithium prices has raised concerns about the supply and demand of the Shanxi Guoxin Energy Corporation Limited(600617) automobile market. Cui Dongshu, Secretary General of the Federation, said that with the decline of subsidies for new energy vehicles and the sharp rise in the price of basic resources such as lithium, new energy vehicle enterprises are facing certain cost pressure. However, the market price of new energy vehicles is not expected to rise significantly, and vehicle enterprises should be able to resolve it and continue to maintain the rapid growth of new energy vehicles in 2022.
Ping An Securities believes that with the strengthening of policy and auto enterprises, the penetration of new energy vehicles in the global market is ushering in a new round of acceleration, and the industry boom is rising. It is suggested to pay attention to the main line of new forces represented by Tesla and the catch-up process of new models such as Volkswagen, and recommend leading and second-line elastic targets.
According to the statistics of securities times · databao, there are more than 50 stocks in the new energy vehicle sector in the A-share market. The net profit of related stocks showed an explosive growth trend last year. From the perspective of the upper limit of the pre increase range of net profit, Do-Fluoride New Materials Co.Ltd(002407) , Ningbo Shanshan Co.Ltd(600884) all increased by more than 23 times , Zhejiang Shuanghuan Driveline Co.Ltd(002472) , Ganfeng Lithium Co.Ltd(002460) , Guangzhou Tinci Materials Technology Co.Ltd(002709) and more than 10 shares doubled.
From the perspective of institutional attention, Contemporary Amperex Technology Co.Limited(300750) has 41 institutional ratings, and en Czech shares, Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Great Wall Motor Company Limited(601633) , Beijing Easpring Material Technology Co.Ltd(300073) and other stocks have more than 30 institutional ratings. The net profit of some stocks is expected to continue to grow high this year. According to the unanimous prediction of the institutions, among the stocks rated by more than 10 institutions, Tianqi Lithium Corporation(002466) , Ningbo Joyson Electronic Corp(600699) , Shenzhen Senior Technology Material Co.Ltd(300568) and other stocks, the institutions unanimously predict that the net profit growth rate is expected to exceed 100% this year, and Byd Company Limited(002594) , Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) and other stock institutions unanimously predict that the net profit growth rate is expected to exceed 50%.
Some stocks have gained large-scale holdings of northbound funds this year. According to the statistics of data treasure, according to the rough calculation of the average transaction price and increased holdings of shares since this year, as of February 11, Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Yunnan Energy New Material Co.Ltd(002812) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Ningbo Shanshan Co.Ltd(600884) , Shenzhen Inovance Technology Co.Ltd(300124) and other stocks have obtained northward capital holdings of more than 1 billion yuan, and Guangzhou Tinci Materials Technology Co.Ltd(002709) , Gotion High-Tech Co.Ltd(002074) , Zhejiang Huayou Cobalt Co.Ltd(603799) 234567} and other stocks have obtained increased holdings of more than 400 million yuan.
