Key targets: recommended Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) ; Pay attention to Shanghai Zijiang Enterprise Group Co.Ltd(600210) , Jiangsu Azure Corporation(002245) , Miracle Automation Engineering Co.Ltd(002009) , Guangdong Guanghua Sci-Tech Co.Ltd(002741) , Guizhou Zhenhua E-Chem Inc(688707) , Guangdong Fangyuan Environment Co.Ltd(688148) , Guangdong Jiayuan Technology Co.Ltd(688388) , beiteri, Shanghai Putailai New Energy Technology Co.Ltd(603659) .
Investment perspective:
In January and March, the sales volume of new energy vehicle enterprises was outstanding, the structure was optimized, and the demand resonated. Global delivery of Tesla increased by 310000 to 2268000; Among them, Model3 / y increased by 62% year-on-year to 295000 vehicles. Xiaopeng delivered 15400 vehicles in a single month, and the delivery of 22q1 increased by 159% to 35000 vehicles year-on-year; The ideal delivery volume in March increased by 125% to 11000 vehicles year-on-year, and the delivery volume in 22q1 increased by 152% to 32000 vehicles year-on-year; Weilai's monthly sales volume reached 9985 vehicles, with a year-on-year increase of 38%, of which et7 has been delivered, and 163 units have been delivered as of March 31; The delivery volume of 22q1 increased by 29% year-on-year to 26000 vehicles. The sales of the second tier new forces were strong, with sales of 1.0/2.0/1.2/0.18 million vehicles for Zero run, ai'an, Nezha and extreme krypton respectively in March.
from Byd Company Limited(002594) 3 month, the whole vehicle production of fuel vehicles will be stopped. In April 3rd, the official account No. Byd Company Limited(002594) issued a note on stopping the production of fuel vehicles. According to the strategic development needs of the company, Byd Company Limited(002594) automobile will stop the whole vehicle production of fuel vehicles from March 2022 and focus on the business of pure electric and plug-in hybrid vehicles.
On April 4, Byd Company Limited(002594) shares (01211. HK) announced that the sales volume of new energy vehicles in March was 104900, a year-on-year increase of 333.06%. In 2022q1, the cumulative sales volume was about 286300 vehicles, with a year-on-year increase of 422.97%. In addition, in March 2022, the total installed capacity of Byd Company Limited(002594) new energy vehicle power batteries and energy storage batteries was about 5.353gwh, with a year-on-year increase of + 149% and a month on month increase of + 16%. The total installed capacity in 2022q1 is about 14.738gwh, a year-on-year increase of + 180%.
2. Under the background of continuous high price of lithium ore, the economy of lithium battery recovery is prominent. Lithium battery recycling helps to make up for the supply gap of upstream resources, especially lithium resources. Lithium battery recycling has broad market space and development prospects. Attention: Bangpu cycle ( Contemporary Amperex Technology Co.Limited(300750) ), Miracle Automation Engineering Co.Ltd(002009) , Guangdong Fangyuan Environment Co.Ltd(688148) , Guangdong Guanghua Sci-Tech Co.Ltd(002741) , Cngr Advanced Material Co.Ltd(300919) , Gem Co.Ltd(002340) , Wangneng Environment Co.Ltd(002034) , Zhefu Holding Group Co.Ltd(002266) , etc.
3. In 2021, since the second half of 2021, since the second half of 2021, the second half of 2021, the second half of 2021, soft pack batteries, 4680 big cylinders + CTC, 4680 big cylinders + CTC, composite fluid collection technology (PET copper and aluminum foil), silicon carbon anode and other new technologies have accelerated the industrialization of new technologies such as the second half of 2021, accelerating the industrialization of new technologies such as new technologies, focusing on the improvement of new technologies on the subdivision pattern, recommending Contemporary Amperex Technology Co.Limited(300750) , and silicon carbon anode, paying attention to the improvement of new technologies on the subdivision pattern, recommending Contemporary Amperex Technology Co.Limited(300750) Contemporary Amperex Technology Co.Limited(300750) \ .
Risk warning: the production and sales of new energy vehicles are less than expected; Risks of changes in industrial policies and subsidies; The production expansion of overseas automobile enterprises is less than expected, the competition is intensified, and the profitability is declining; Technical route changes.
