From March 25 to 27, 2022, the 8th China electric vehicle hundred people’s conference forum was held Citic Securities Company Limited(600030) in its research report, it is pointed out that the hundred people’s meeting of electric vehicles in China mainly focuses on the short-term raw material price rise and long-term intelligent networking development of the industry. The marketization process of the industry is expected to accelerate into a new stage, with strong certainty and high explosive power in the future. The development from “electrification” to “intelligent networking” is expected to drive the industry into a higher quality development dimension. At the current time, investors are advised to seize the opportunity of high-quality targets in the global electrification supply chain.
Recently, the A-share market fluctuated, and the new energy vehicle sector also retreated greatly. The data show that since March, the new energy vehicle sector has seen a cumulative 9.69% down 9.69% in the new energy vehicle sector since March. Since March, the new energy vehicle sector has seen a cumulative 9.69% down 9.69% since March. Over the course of March, when the new energy vehicle sector has fallen 9.69% in the new energy vehicle sector. Over the course of March, the new energy vehicle sector has seen a cumulative 9.69% since March. Since March, the new energy vehicle sector has seen a cumulative 9.69% down 9.69% since March, and more than eight shares within the sector have fallen during periods. But there are also some stocks that have performed well during periods. But some stocks have also performed well during periods. Among them, among which, the cumulative cumulative gains during the Changchun Gas Co.Ltd(600333) 35 6stocks, including , Anhui Ankai Automobile Co.Ltd(000868) and others, also increased by more than 21% during the period.
In this regard, Liu Cunxin, assistant manager of Rongzhi investment fund under private placement paipai.com, said in an interview with the Securities Daily that the decline of the new energy vehicle sector since March is mainly due to investors’ concerns about the following three factors: first, the subsidy standard for new energy vehicles has declined this year; Second, there is a certain shortage of chips; Third, the rise in raw material prices has led to an increase in the cost of new energy vehicle enterprises. However, as far as the current situation is concerned, the impact of the above factors is relatively limited. On the one hand, the continuous rise in fuel prices has led to the high cost of fuel vehicles, giving birth to more market demand for new energy vehicles; On the other hand, the market’s recognition and demand for high-quality new energy vehicle brands are continuously improving. To sum up, we are optimistic about the market performance after the correction of the new energy vehicle sector.
Benefiting from the rapid development of new energy vehicles, listed companies related to the concept of new energy vehicles achieved good performance last year. As of the closing on March 28, 54 companies in the new energy vehicle sector released their annual reports for 2021, and 34 companies achieved a year-on-year increase in net profit last year, accounting for 62.96%. In addition, 88 companies released their 2021 annual performance letters, and 64 achieved a year-on-year increase in net profit last year, accounting for 72.73%.
This year’s new energy vehicle market is still booming. According to the operation monitoring report of new energy vehicle industry from January to February 2022 released by China Academy of communications and communications, from January to February 2022, the Chinese Shanxi Guoxin Energy Corporation Limited(600617) vehicle market continued a good development momentum, and the production and sales scale was much higher than that of the same period last year. The new energy vehicle industry overcame the adverse effects of rising global raw material prices, continued the high-speed development momentum of the previous year, continued to maintain high-level production and stable supply, and continuously improved market recognition. In the first two months, the cumulative market penetration was 17.9%, and 105000 vehicles were exported, with a year-on-year increase of 381.7%.
For the investment opportunities in the new energy sector, he Li, general manager of Zhishan investment, believes that after the continuous contraction of valuation in the new energy vehicle sector, there have been some configuration values in some segments. Different from the track beta market in 2021, the industry is expanding production madly and the competition is becoming more and more fierce. In 2022, investors should select individual stocks and find really competitive companies. From the perspective of industrial chain investment, the institution is optimistic about the certainty of lithium resources in the upstream. Some leading enterprises with advantages in management, capital, resources, R & D and production capacity still have great growth potential; Battery manufacturers in the middle reaches have raised prices one after another to transmit cost pressure, and enterprises with pure electric and hybrid battery core technology have great room for development; Downstream main engine plants have a leading position in electric intelligence, and enterprises with business models that expand boundaries deserve attention. At the same time, there are many intelligent opportunities for parts that have not been explored, such as car glass, car lens, HUD and so on.
Wanlian Securities said that the rise in the price of raw materials has led to the continuous increase in the price of automobile enterprises, which has aroused the concern of the market about the pressure on the demand side. With the reasonable guidance of the policy side and the smooth development of upstream resources, it is expected that the price of raw materials will gradually return to rationality. In the medium and long term, the new energy automobile industry still deserves special attention.
Within the last 30 days of the last 30 days, there are agencies that have seen a positive outlook for the concept stocks of new energy vehicles in the latest 30 days. Specifically, there are 117 shares that have been given good ratings such as “buy” or “add” or “hold” by agencies that give “buy” or “hold” or “buy” or “hold” or “buy” or “hold” or “buy” or “hold” or “hold” or “hold” or “hold” or “buy” or “hold” or “hold” or “hold” or “hold” or “hold” among the last 30 days of the last 30 days. Specifically, there are 117 shares that have been institutions that give good ratings. Among them, 000000000000000000000000 Shenzhen Zhenye(Group)Co.Ltd(000006) 00063 the number of good ratings is also 15 or more.
Table: list of new energy vehicle concept stocks with 6 or more ratings in recent 30 days p align = “center” style = “text align: Center;” Prepared by: Chu Lijun
