The new energy vehicle track welcomes the good again!
According to Xinhua news agency, Xiao Yaqing, Minister of industry and information technology, said that in 2022, the Ministry of industry and information technology will launch a pilot city of comprehensive electrification of vehicles in the public domain and carry out activities of new energy vehicles, green smart appliances and green building materials to the countryside.
The China Automobile Association recently predicted that in 2022, China’s total automobile sales will be 27.5 million, a year-on-year increase of 5.4%, of which the sales of new energy vehicles will be 5 million, a year-on-year increase of 47%.
take stabilizing industrial growth as the most important task
Xiao Yaqing said that at present, China’s economic development is facing the triple pressure of shrinking demand, supply shock and weakening expectation, which is more prominent in the industrial field. Considering the high base in the first quarter of this year and the difficulties faced by some enterprises, especially small and medium-sized enterprises, the industrial economy is facing downward pressure in the first quarter of next year, so it is particularly necessary to make steady progress. Specifically in the industrial field, we should take stabilizing industrial growth, especially making a good start in the first quarter of next year, as the most important task at present, and play a “ballast” role in stabilizing the macro-economic market.
First, go all out to achieve a smooth succession in the first quarter of next year. The Ministry of industry and information technology, together with the national development and Reform Commission, has made a package of policy arrangements for the prominent contradictions and difficulties in industrial operation, which will further strengthen departmental coordination and ministerial provincial linkage, jointly grasp the implementation of policies, strengthen monitoring, research and judgment, and timely launch more policies and measures conducive to industrial stability according to the actual situation.
Second, get through the “blocking point” and “blocking point” of the supply of key products. Monitor and dispatch key areas, key industries, key parks and key enterprises, strengthen the guarantee and coordination of energy, logistics, employment and other factors, and give priority to ensuring the stable operation of key industrial chains and supply chains. Focus on solving the problem of chip shortage in automobile and other fields and unblock the supply channels of key parts.
Third, focus on boosting manufacturing investment. The key projects in the industrial and information fields identified in the 14th five year plan shall be started and implemented as soon as possible. Encourage and support enterprises to increase investment, and guide financial institutions to increase their support for digital and green transformation of enterprises. Encourage and support foreign-funded enterprises to participate in the construction of China’s industrial chain and supply chain.
Fourth, tap the potential of domestic demand. We will launch a pilot city for the comprehensive electrification of vehicles in the public sector, and carry out rural activities for new energy vehicles, green smart appliances and green building materials. 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.
China Automobile Association: it is predicted that Shanxi Guoxin Energy Corporation Limited(600617) automobile sales will increase by 47% year-on-year in 2022
On December 17, China Automobile Association released the development forecast of China’s automobile market in 2022: the total sales volume of China’s automobile in 2022 was 27.5 million, a year-on-year increase of 5.4%, of which the sales volume of new energy vehicles was 5 million, a year-on-year increase of 47%.
Referring to the development of China’s automobile market in 2022, Chen Shihua, Deputy Secretary General of China Automobile Association, believes that on the whole, China’s automobile market will maintain a moderate growth trend in the future. In terms of long-term development, the current Chinese market is still in the transition stage from the initial stage of popularization to the later stage of popularization, and the sales of new cars have gradually shifted from the incremental market to the stock market.
Chen Shihua said that although there were fluctuations in China’s auto market in 2018, throughout history, developed auto countries also experienced fluctuations in the popularization stage for about 2-4 years. Judging from this law, the production and sales of China’s automobile market is at the end of short-term adjustment, and will maintain a moderate growth trend in the future.
According to the prediction of China Automobile Association, the total sales volume of automobiles in China will be 26.1 million in 2021, with a year-on-year increase of 3.1%. Among them, the sales volume of passenger cars was 21.3 million, a year-on-year increase of 5.6%; The sales volume of commercial vehicles was 4.8 million, a year-on-year decrease of 6.4%; The sales volume of new energy vehicles was 3.4 million, a year-on-year increase of 1.5 times. In 2022, China’s total automobile sales volume was 27.5 million, a year-on-year increase of 5.4%, of which the sales volume of passenger cars was 23 million, a year-on-year increase of 8%; The sales volume of commercial vehicles was 4.5 million, a year-on-year decrease of 6%; The sales volume of new energy vehicles was 5 million, a year-on-year increase of 47%.
On December 14, China Automobile Association released a brief analysis of the production and sales of new energy vehicles in November 2021. From January to November, production and sales continued to reach a new high, with a cumulative output of more than 3 million vehicles and a sales volume of nearly 3 million vehicles. In November, the market penetration rate of new energy vehicles was 17.8%, which continued to be higher than that of last month, of which the market penetration rate of new energy passenger vehicles reached 19.5%.
The data show that from January to November, the production and sales of new energy vehicles completed 3.023 million and 2.99 million respectively, an increase of 1.7 times year-on-year.
application for relaxing new energy vehicle indicators in Shenzhen
It is worth mentioning that on December 14, Shenzhen Transportation Bureau issued the notice on adjusting individual application conditions for incremental indicators of new energy cars (hereinafter referred to as the notice) to further relax the application conditions for indicators of new energy cars. The policy shall be implemented from the date of promulgation to December 31, 2022.
The circular notes that the non resident residents who hold valid residence permit in Shenzhen, and those who hold valid identity certificates and who handle temporary registered residence for overseas personnel according to the provisions of the municipal public security organs, and foreigners who apply for visas or residence permits in the city, apply for new targets for new energy vehicles including hybrid electric vehicles and pure electric cars. Do not require residents with residence permits to pay (excluding supplementary payment) basic medical insurance in this city for more than 24 consecutive months; Overseas Chinese, residents of Hong Kong, Macao and Taiwan, and foreigners who apply for visas or residence permits in this city are not required to reside in this city for more than 9 months each year in recent 2 years.
organization: seize the opportunity of high-quality targets in the global electrification supply chain
In terms of investment opportunities, Citic Securities Company Limited(600030) believes that the continuous introduction of high-quality models by mainstream auto enterprises improves the industry boom, and the upward trend of the industry is clear. The policy environment in the United States has warmed up, and the local new energy vehicle industry is expected to return to high growth. Tesla is expected to continue to lead the global trend of electrification. The global new energy vehicle industry chain has entered a stage of rapid growth. At the current time, it is recommended to continue to grasp the opportunities of high-quality targets in the global electrification supply chain, especially Tesla, Contemporary Amperex Technology Co.Limited(300750) , LG Chemical Supply Chain, including: 1) battery / motor link Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) (a + H), Eve Energy Co.Ltd(300014) , Sunwoda Electronic Co.Ltd(300207) , Tongling Jingda Special Magnet Wire Co.Ltd(600577) ; For Shenzhen Dynanonic Co.Ltd(300769) , Cngr Advanced Material Co.Ltd(300919) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Ningbo Shanshan Co.Ltd(600884) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Capchem Technology.Ltd(300037) , Xiamen Tungsten Co.Ltd(600549) of lithium battery materials, it is recommended to pay attention to Yunnan Energy New Material Co.Ltd(002812) , Shenzhen Kedali Industry Co.Ltd(002850) , Guangzhou Tinci Materials Technology Co.Ltd(002709) ; 2) Upstream equipment and resources: Ganfeng Lithium Co.Ltd(002460) etc., pay attention to Zhejiang Hangke Technology Incorporated Company(688006) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) ; 3) Thermal management supply chain: Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) (thermal management), Zhejiang Yinlun Machinery Co.Ltd(002126) (thermal management), Ningbo Tuopu Group Co.Ltd(601689) etc.
According to the research report released by the automobile team of open source securities, looking forward to 2022, the triple cycle resonance is optimistic about the opportunities brought by the transformation of electric intelligence and the global expansion of independent brands. In the first cycle, the industry competition is moving towards order, driving the penetration rate of new energy vehicles to continue to increase; In the second cycle, with the help of electric intelligent forward-looking layout, independent brand car enterprises have gradually increased their share in China; In the third cycle, China’s independent brand auto enterprises adjusted their operation mode, accelerated their efforts in overseas markets, made breakthroughs in some emerging markets, and the global market share is expected to continue to increase. The triple cycle resonates, and the high outlook of the industry is expected to continue. The three trends with strong certainty have laid the tone of this round of upward cycle of the automotive industry, and companies with scarcity competitiveness are expected to fully benefit from this round of upward cycle.
(Securities Times)
