In the twinkling of an eye, the new year’s Day holiday is coming to an end, and tomorrow’s A-share market in 2022 will also kick off. Whether we can achieve a “good start” in the new year must be what we most expect.
During this holiday season, the news with high attention is that the subsidy for new energy vehicles will decline by 30% in 2022. Will this news become an important adverse factor for new energy vehicles this year? Will the new energy vehicle track continue to be the best track in the stock market this year after two years of fire?
A few days ago, brother Z talked about smart cars with a friend of many years. Not long ago, the friend replaced the fuel car he had driven for nearly 10 years with a domestic electric car. It has been almost a month since the test drive. About the driving experience of changing cars, the friend said that it was like changing a mobile phone, from a previous function machine to a smart phone.
Whether driving or investing, brother Z has a lot of experience. “Smart car is a completely different concept from traditional car. Smart car has completely different feelings from key, visualization, cockpit, chassis suspension, voice, vehicle status management and audio-visual entertainment.” Said the friend.
In fact, the track of new energy vehicles is not only the fundamental change of vehicle power system, but also the “smart car”. Only when you experience the smart car, can you know why bull stocks such as Lianchuang Electronic Technology Co.Ltd(002036) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Ningbo Tuopu Group Co.Ltd(601689) on this track are so optimistic.
Next, let’s talk about the news that the subsidy for new energy vehicles has declined by 30%. On December 31, 2021, relevant departments issued a notice on improving the financial subsidy policy for the promotion and application of new energy vehicles. In 2022, the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021, and it is clear that the subsidy for new energy vehicles will be terminated by December 31, 2022.
It is this news that makes many investors optimistic about the new energy vehicle track feel a little worried. Can individual stocks related to new energy vehicles continue to be optimistic this year?
For this problem, brother Z’s view is that there is no need to make a fuss about the future development of new energy vehicles because of the decline of subsidies. Because the decline of subsidies is not unexpected news, but expected, but officially implemented in 2022. Secondly, the decline in subsidies for new energy vehicles may indeed lead to a rise in the price of new energy vehicles or a reduction in allocation, but it does not necessarily lead to a slowdown in the sales of new energy vehicles. At present, many institutions predict that new energy vehicles are still expected to reach 5 million this year, and some institutions even give an expectation of 6 million. Because there is a psychology of automobile consumption, that is, “the higher the price, the more you buy”.
Therefore, brother Z personally believes that there is no need to worry about whether the decline of subsidies will lead to the slowdown of sales of new energy vehicles. The trend of new energy vehicles replacing fuel vehicles is irreversible. In the next few years, the huge track of new energy vehicles will still be a very promising investment field.
However, in the huge track of new energy vehicles, brother Z believes that due to the rising cost of lithium batteries, vehicle manufacturers may not make a lot of money, but the middle and upper reaches can still maintain rapid growth, especially the trend of intelligence, vehicle lightweight and vehicle integration. In the future automotive industry, whether traditional fuel vehicles or new energy vehicles, the above three aspects are the general trend.
In fact, some time ago, brother Z has been struggling whether to reduce the allocation of new energy related fields in 2022. But in the end, I still think it is necessary to continue to pay attention to the field of new energy vehicles before finding a better track.
(Daily Economic News)
