Recently, electric vehicles, photovoltaic, wind power and traditional automobile sectors have rebounded to a certain extent. In this regard, on May 23, Yi qunyong, an analyst of Haifutong fund, expressed the market view that the certainty and prosperity of the above sectors are good, and the growth in the next few years is also relatively certain.
Specifically, Yi qunyong believes that the main logic of photovoltaic is the resonance between China and overseas. The prosperity of China's photovoltaic industry is very high. Overseas, in the context of the conflict between Russia and Ukraine, European and American countries have increased their concerns about energy security. Based on the consideration of energy autonomy and energy cost, the demands for new energy such as photovoltaic and wind power have become higher. Among them, Europe is the fastest growing sector, with a relatively leading rebound.
In terms of automobiles, Yi qunyong said that the main logic is the improvement of fundamentals. The automobile industry chain is very long, and the requirements of automobile manufacturing for the stability and sustainable supply capacity of the industrial chain are the highest among all industrial chains. The Yangtze River Delta region is the most important link in China's automobile industry chain. With the market's expectation of this round of epidemic continues to improve, the automobile sector and electric vehicle sector have an obvious improvement trend in both production and consumption. However, the electric vehicle sector is expected to have some differentiation, because the first two years of electric vehicles are the logic of price elasticity, while in recent years it is the logic of performance growth. The market pays more attention to enterprises that can have a competitive advantage in the industry and their performance continues to rise.
