The automotive sector had a strong intraday trend on the 23rd. As of press time, Ningbo Kbe Electrical Technology Co.Ltd(300863) “20cm” limit, inbor rose by more than 10%, and more than 10 shares such as Shanghai Carthane Co.Ltd(603037) , Zhejiang Tiancheng Controls Co.Ltd(603085) , Guangdong Hongtu Technology (Holdings) Co.Ltd(002101) , Kunshan Huguang Auto Harness Co.Ltd(605333) , Ningbo Tuopu Group Co.Ltd(601689) , Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) rose by more than 9%.
In terms of news, Xiao Yaqing, Minister of industry and information technology, said in a recent media interview that the pilot city of comprehensive electrification of vehicles in the public domain was launched, and new energy vehicles, green smart appliances and green building materials were carried out in the countryside. We will strengthen the cultivation of industries that are conducive to improving people’s production and life and represent the direction of scientific and technological development, such as intelligent Internet connected vehicles and ice and snow equipment, and support large-scale development.
According to the data, 450000 new energy vehicles were sold in November, with a year-on-year increase of 121.1%, continuing to refresh the production and sales record of the current month. The sales volume of new energy passenger vehicles was 427000, with a year-on-year increase of 125.9% and a penetration rate of 19.5%; Among them, Byd Company Limited(002594) Han / Qin / song, Tesla Model 3 / Y and Wuling Hongguang miniev are popular, which makes Byd Company Limited(002594) , Tesla and SAIC GM Wuling perform well, and relevant auto enterprises and industrial chains are expected to benefit. The sales volume of new energy commercial vehicles was 23000, a year-on-year increase of 57.3%; The sales volume of new energy passenger cars above 7 meters decreased by 33.5% year-on-year, of which Yutong Bus Co.Ltd(600066) , Zhongtong Bus Co.Ltd(000957) and CRRC electric sales ranked among the top three. It is expected that the annual sales volume of new energy vehicles will exceed 3.4 million, and the follow-up is expected to continue high-speed growth.
Shanxi Securities Co.Ltd(002500) said that the technology of new energy vehicles is gradually mature, and intelligence gives new energy vehicles more room for premium. The price of new energy vehicles has a certain cost performance compared with fuel vehicles. Therefore, the penetration rate of new energy vehicles will gradually increase by the end of this year and 2022. The sales volume of new energy vehicles is expected to reach more than 5 million in 2022, among which the high-end new energy and plug-in hybrid market have great potential, It is suggested to pay attention to the new energy parts industry chain and vehicle companies, such as: Beijing Easpring Material Technology Co.Ltd(300073) , Sunwoda Electronic Co.Ltd(300207) , Xiamen Faratronic Co.Ltd(600563) , Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , Ningbo Shanshan Co.Ltd(600884) .
(Securities Times)
