According to media reports, on March 5, Xiao Yaqing, Minister of industry and information technology, said at the Great Hall of the people that the sales of Shanxi Guoxin Energy Corporation Limited(600617) cars in the first two months of this year were very good, more than doubling. It is expected that the expected target can be achieved this year, which may be significantly higher than the expected target.
According to the data, in January 2022, China’s automobile production and sales volume reached 2.422 million and 2.531 million respectively, with a year-on-year increase of 1.4% and 0.9% respectively. Among them, 452000 and 431000 new energy vehicles were produced and sold, with a year-on-year increase of 1.3 times and 1.4 times respectively.
“The development of China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry has entered a new stage of large-scale and rapid development, and it is expected to maintain a high-speed growth trend this year.” Xin Guobin, Vice Minister of the Ministry of industry and information technology, said at the press conference recently that the Ministry of industry and information technology will pay close attention to studying and clarifying the support policies such as the extension of preferential purchase tax for new energy vehicles, optimize the “double points” management method, do a good job in the effective connection with the decline of subsidies, and stabilize market expectations.
Huachuang Securities said that it is optimistic that in 2022, under the trend of accelerating the diversification of supply side models + ensuring the production and supply of electric vehicles by vehicle manufacturers + further strengthening the consumption attribute of electric vehicle market, the annual sales volume is expected to exceed 5 million. New energy vehicles are the only way for the road traffic sector to achieve carbon neutral in carbon neutral. It’s recommended to focus on the following investment mainlines: 1) 1) a solid leader with global competitiveness in each of the segments: Contemporary Amperex Technology Co.Limited(300750) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ etc. 2) Second tier lithium battery enterprises of deep ploughing power and energy storage batteries: Eve Energy Co.Ltd(300014) , Gotion High-Tech Co.Ltd(002074) , Sunwoda Electronic Co.Ltd(300207) , Farasis Energy (Gan Zhou) Co.Ltd(688567) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) , etc. 3) Other basic high-quality targets of lithium battery materials: Hunan Zhongke Electric Co.Ltd(300035) , Beijing Easpring Material Technology Co.Ltd(300073) , Shenzhen Capchem Technology.Ltd(300037) , Shenzhen Senior Technology Material Co.Ltd(300568) , Shenzhen Dynanonic Co.Ltd(300769) , Guangdong Jiayuan Technology Co.Ltd(688388) , Gem Co.Ltd(002340) , Do-Fluoride New Materials Co.Ltd(002407) , etc. 4) Leading parts benefiting from global Electrification: Shenzhen Inovance Technology Co.Ltd(300124) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Hongfa Technology Co.Ltd(600885) , Shenzhen Kedali Industry Co.Ltd(002850) , etc. 5) New forces driven by products and leading Intelligence: Tesla, Weilai, Xiaopeng automobile, ideal automobile, etc.
