Recently, the Ministry of transport issued the notice on actively expanding effective investment in transportation, which plans to expand effective investment in transportation in 2022 to achieve a “good start” and “stable start”. Among them, key tasks include accelerating the construction of major highway infrastructure, major water transportation infrastructure and green and low-carbon transportation infrastructure. Transportation carbon reduction will focus on the optimization of transportation structure, the promotion and application of energy-saving and low-carbon equipment, green and low-carbon travel, resource conservation and intensive utilization and other key work.
Urban rail transit refers to public transport facilities with fixed lines, laying fixed tracks, equipped with transport vehicles and service facilities, that is, subway, light rail, rail electric vehicle, etc. According to the data of the Ministry of transport, in January 2022, a total of 51 cities in 31 provinces (autonomous regions and municipalities directly under the central government) and Xinjiang production and Construction Corps opened 270 urban rail transit lines with an operating mileage of 8759 kilometers.
According to the statistics of securities times · data treasure, calculated by the median value of performance express or forecast, among the rail transit concept stocks with a year-on-year increase in net profit of more than 50% in 2021, the performance of 13 stocks doubled, and the net profit of Taiyuan Heavy Industry Co.Ltd(600169) , Guodian Nanjing Automation Co.Ltd(600268) , Pci Technology Group Co.Ltd(600728) , Unittec Co.Ltd(000925) and other stocks increased by more than 250%. In terms of the market after the year, 21 stocks rose by an average of 7.28%, better than the market in the same period. Seven stocks rose more than 10%, and Shanghai Huahongjitong Smart System Co.Ltd(300330) rose the most, 35.08%. In terms of valuation, the latest rolling P / E ratios of Henan Mingtai Al.Industrial Co.Ltd(601677) , Taiyuan Heavy Industry Co.Ltd(600169) shares are low, both less than 20 times.
The promotion and application of energy-saving and low-carbon equipment is also one of the driving points of traffic carbon reduction.
Earlier, the national development and Reform Commission and other departments jointly issued the implementation opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure. It is proposed that by the end of the 14th five year plan, China’s electric vehicle charging guarantee capacity will be further improved and a moderately advanced, balanced, intelligent and efficient charging infrastructure system will be formed, It can meet the charging demand of more than 20 million electric vehicles.
Shanghai recently announced to increase the construction of charging and changing facilities. On February 24, the official website of Shanghai municipal government released the implementation opinions on further promoting the construction of charging and replacement infrastructure in Shanghai (hereinafter referred to as the opinions), which made relevant deployment from all aspects for the charging and replacement blocking points in Shanghai. The opinions put forward that Shanghai will form a moderately advanced urban charging network to meet the charging demand of more than 1.25 million electric vehicles by 2025, and the vehicle pile ratio shall not be higher than 2:1 The opinions will come into force on March 1, 2022.
According to the data of the traffic administration bureau of the Ministry of public security, by the end of 2021, the number of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in China was 7.84 million, the charging infrastructure was 2.617 million, and the pile vehicle ratio was 1:3 According to the China Automobile Industry Association, in 2021, 3521000 new energy vehicles were sold, 937000 charging infrastructure were added, and the ratio of new pile vehicles was 1:3.7. The contradiction between supply and demand increased Citic Securities Company Limited(600030) it is estimated that in the next five years, the Shanxi Guoxin Energy Corporation Limited(600617) automobile energy supplement market will still focus on charging and supplemented by power exchange, but the growth of power exchange mode is expected to be significantly strengthened. It is estimated that in 2025, China’s power exchange operation market is expected to reach 60.5 billion yuan and the charging operation market is about 173 billion yuan.
According to the statistics of databao, the net profit of 18 stocks in 2021 doubled based on the median value of performance express or forecast Ningbo Shanshan Co.Ltd(600884) net profit increased by 22.51 times, and individual stocks such as Dongwei semi guide, Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Keda Industrial Group Co.Ltd(600499) , Guodian Nanjing Automation Co.Ltd(600268) increased by 270% to 460% Zhongyeda Electric Co.Ltd(002441) , Shanghai Qifan Cable Co.Ltd(605222) , Tbea Co.Ltd(600089) and other stocks have a low valuation level, and the P / E ratio is below 20 times.
