Contemporary Amperex Technology Co.Limited(300750) will soon launch the power replacement brand evogo; At the end of last week, 75 shares predicted the performance of 2021, and 61 shares achieved year-on-year growth.
“ningwang” high-profile enters the power exchange market
is expected to promote industrial standardization
After the “energy, change out” on January 15, the loud slogan of “freedom, call out” was shouted again on January 16. Its official account announced that it will hold a press conference at 15:30 on January 18th, and launch the brand EVOGO (meaning: evolution+go). It is reported that evogo’s power exchange business will face all vehicle enterprises. The company’s move aims to take another share of the market in the accelerated development period of the new energy vehicle industry.
Power exchange refers to the service mode of storing and charging a large number of batteries through the centralized charging station and replacing the batteries of electric vehicles in the distribution station, that is, “vehicle power separation”. Compared with the charging mode, power replacement can solve the two core pain points of electric vehicle endurance and charging time, and has advantages in reducing the cost of vehicle enterprises, prolonging the service life of batteries and cutting peak and filling valley of power grid.
However, the resistance encountered in the development of power exchange can not be ignored. The replacement power station has the attribute of heavy assets, and the early investment and later operation costs are high; The degree of power exchange standardization is low, and each battery model is different. However, with the participation of leading manufacturers such as Contemporary Amperex Technology Co.Limited(300750) and the introduction of relevant national policies, it is expected to promote industrial standardization ; If there is no huge market demand, this model will also bring the risk of loss of core technology to the main engine plant. Therefore, although power exchange is not a small cake in the field of new energy vehicles, there are not many enterprises and brands currently engaged in.
Policies support the development of power exchange mode. Relevant departments stressed that for new energy vehicles with more than 300000 yuan, only electric vehicles can continue to enjoy state subsidies. The government work report after the two sessions in 2021 expanded “building charging piles” to “increasing charging piles, changing power stations and other facilities”. The industry interpreted that changing power would welcome policy dividends. On October 28, 2021, the Ministry of industry and information technology, together with the national energy administration, launched the pilot application of new energy vehicle power exchange mode in 11 cities across the country; On December 22, 2021, a series of group standards of code for construction of shared power station for electric passenger vehicles issued by China Automobile Industry Association were officially released to better promote the development of electric vehicle industry.
list of power exchange concept stocks released
Soochow Securities Co.Ltd(601555) indicates that for consumers, the purchase cost of power exchange is low and the supply efficiency is high; For power station operators, the market is broader and the profit model is better; For battery factories, centralized management of batteries is convenient for echelon utilization and recycling, obtaining more data and realizing positive R & D. with the gradual improvement of China’s policy, power exchange ushers in a development outlet, and all parties can benefit.
China International Capital Corporation Limited(601995) believes that with the continuous increase of vehicle ownership, power exchange is expected to be a good supplement to the charging mode. The optimization function of power exchange resource allocation makes it obtain the support of national policies and believe that it has long-term development potential. The Organization predicts that by 2025, the number of new power exchange stations in China will reach more than 9000, and the demand for new power exchange equipment in China will reach 12 billion yuan.
According to the statistics of securities times and data treasure, there are 24 A-share concept stocks for power exchange, with an average decline of 3.88% since January. Institutions pay more attention to Nari Technology Co.Ltd(600406) , Gcl Energy Technology Co.Ltd(002015) , Shandong Weida Machinery Co.Ltd(002026) , and 15, 5 and 5 institutions respectively participate in the rating. Nari Technology Co.Ltd(600406) battery replacement and heavy truck replacement equipment with independent intellectual property rights. At present, dozens of replacement power stations of different types have been built in 9 provinces and regions across the country, and a new generation of heavy truck replacement power station has been put into operation in Lishui District, Nanjing.
According to data treasure statistics, the rolling P / E ratio of power exchange concept index on January 14 was 36.79 times. Among the constituent stocks, the valuation level of 7 shares is lower than this value, and the latest rolling P / E ratio of Shenzhen Invt Electric Co.Ltd(002334) , Shanghai Luoman Lighting Technologies Inc(605289) , Gcl Energy Technology Co.Ltd(002015) , Shandong Weida Machinery Co.Ltd(002026) is less than 26 times. The agency predicts that the annual net profit of Jilin Jinguan Electric Co.Ltd(300510) , Beijing Abt Networks Co.Ltd(688168) will double, and Shandong Weida Machinery Co.Ltd(002026) , Baic Bluepark New Energy Technology Co.Ltd(600733) , Shenzhen Sinexcel Electric Co.Ltd(300693) are also expected to exceed 45%.
The performance of 32 shares in the latest forecast annual report doubled
According to the statistics of data treasure, from January 15 to 17, a total of 75 shares successively predicted the performance of 2021 and gave the change range. Based on the median value of the performance change range, 61 shares achieved a year-on-year increase in net profit and 32 shares doubled. Among them, Rongfeng Holding Group Co.Ltd(000668) , Guangdong Dowstone Technology Co.Ltd(300409) , Zhejiang Haers Vacuum Containers Co.Ltd(002615) won the top three with an increase of 1178.56%, 808.85% and 585.71% respectively. Among the 100 billion market capitalization stocks, Zijin Mining Group Company Limited(601899) , Naura Technology Group Co.Ltd(002371) , China Tourism Group Duty Free Corporation Limited(601888) increased by 139.67%, 100% and 60% respectively. Zijin Mining Group Company Limited(601899) said that in 2021, the volume and price of the company’s main mineral products copper, zinc (lead), silver and iron concentrate increased, resulting in performance changes. The output of mineral gold increased, but the price decreased year-on-year.
In terms of market performance, since January, 32 performance doubled stocks have fallen by an average of 1.86%. Excluding Zhejiang Orient Gene Biotech Co.Ltd(688298) , which rose 78.58%, the average decline of the remaining 31 shares was 4.45%, underperforming the Shanghai index in the same period. Many stocks fell to stage lows, Naura Technology Group Co.Ltd(002371) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Sinomine Resource Group Co.Ltd(002738) 3 stocks fell more than 15%, and Shanghai Bright Power Semiconductor Co.Ltd(688368) and Miracle Automation Engineering Co.Ltd(002009) both fell more than 20%.
In terms of institutional attention, Naura Technology Group Co.Ltd(002371) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Zijin Mining Group Company Limited(601899) , Shenzhen Kedali Industry Co.Ltd(002850) , Shanghai Bright Power Semiconductor Co.Ltd(688368) have recently received many institutional ratings, with the participation of 29, 23, 18, 15 and 15 institutions in turn.
In terms of valuation, there are 8 stocks with the latest rolling P / E ratio of less than 20 times among the 32 stocks, Zijin Mining Group Company Limited(601899) , Tbea Co.Ltd(600089) , Zhejiang Orient Gene Biotech Co.Ltd(688298) are listed. The profit ratios of China Coal Energy Company Limited(601898) , Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) and Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) coal stock markets are less than 10 times, 6.21 times and 5.96 times respectively.
Among the 13 performance pre loss stocks, Xueda (Xiamen) Education Technology Group Co.Ltd(000526) , Sinodata Co.Ltd(002657) , Shenzhen Wenke Landscape Co.Ltd(002775) ranked first, with a year-on-year loss of more than 10 times. Xueda (Xiamen) Education Technology Group Co.Ltd(000526) indicates that the performance pre loss is mainly due to the implementation of the national “double reduction policy” and the adjustment of business strategy and structure, so as to reduce the annual performance; Sinodata Co.Ltd(002657) due to the increase of R & D expenses, the provision for inventory falling price and the disposal of intangible assets, the net profit of the company decreased significantly; Shenzhen Wenke Landscape Co.Ltd(002775) is due to the “stepping on the thunder” of Evergrande – the provision for impairment of receivables of Evergrande group, resulting in significant changes in performance. As of December 31, 2021, the company held a total of 1.879 billion yuan of notes and accounts receivable from Evergrande, almost equivalent to the total market value of 2.092 billion yuan of listed companies.
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