At the beginning of 2022, new energy vehicles will usher in favorable policies.
The “implementation plan for promoting green consumption” (hereinafter referred to as the “implementation plan”) jointly issued by the national development and Reform Commission and other seven departments was officially announced today. The implementation plan puts forward many encouraging measures, such as “vigorously promoting new energy vehicles, gradually abolishing the purchase restrictions of new energy vehicles in various regions” and “government agencies will take the lead in procurement”.
Recently, Contemporary Amperex Technology Co.Limited(300750) and other new energy vehicle industry chain enterprises whose share prices have risen sharply in the past two years are making a high correction. At this time, do you “get on”, “get off” or “buy a car” first?
the most eye-catching green consumption new energy vehicles
The reporter noted that the content involved in the implementation plan is very rich. In terms of the industrial sector, the benefits of new energy vehicles are the most eye-catching.
The implementation plan proposes to vigorously develop green transportation consumption. Vigorously promote new energy vehicles, gradually eliminate restrictions on the purchase of new energy vehicles in various regions, promote the implementation of supporting policies such as free travel and right of way, strengthen the construction of supporting infrastructure such as charging and changing electricity, new energy storage and hydrogenation, and actively promote the development of vehicle and marine LNG. Promote the pilot application of new energy vehicle power exchange mode, and orderly carry out the demonstration application of fuel cell vehicles. We will further carry out new energy vehicles to the countryside, encourage automobile enterprises to develop and promote new energy vehicles that meet the travel needs of rural residents, are of high quality, low price, advanced and applicable, and promote the improvement of rural operation and maintenance service system.
The implementation plan proposes to promote public institutions such as state organs, institutions and organizations to take the lead in purchasing and using new energy vehicles, and equip new and existing parking lots with electric vehicle charging facilities or reserve the installation conditions of charging facilities.
“According to the implementation plan Deployment arrangements, together with the national development and Reform Commission and other departments, vigorously promote the green transformation of consumption in public institutions, promote public institutions and cadres and workers to give priority to the purchase and use of new energy vehicles, and appropriately increase the proportion of new energy vehicles in the public service field of Party and government organs. Build new and existing parking lots within public institutions and strengthen the allocation of electric vehicle charging infrastructure. ” Zhu Chengyi, director of the energy conservation management department of public institutions of the State Administration, said.
In addition, the 14th five year development plan for green transportation issued by the Ministry of transport today also proposes to accelerate the promotion and application of new energy and clean energy transportation equipment. Accelerate the promotion and application of new energy vehicles in urban public transport, leasing, logistics distribution and other fields.
“get on”, “get off” or “buy a car first”?
“Promoting the green development of automobile consumption is an important part of comprehensively promoting green consumption.” Said Wang Bin, deputy director of the Department of consumption promotion of the Ministry of Commerce.
In 2021, the sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles increased significantly.
according to statistics, in 2021, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) cars reached 3521000, a year-on-year increase of 1.6 times, accounting for 13.4% of new car sales, a year-on-year increase of 8 percentage points. The number of new energy vehicles increased to 7.84 million, accounting for 2.6% of China’s total number of vehicles and about half of the global number of new energy vehicles. According to the estimates of relevant institutions, compared with traditional fuel passenger vehicles, the existing new energy passenger vehicles reduce carbon emissions by about 15 million tons every year.
There is no doubt that the “track” of new energy vehicles is good. In 2021, a large number of companies such as Contemporary Amperex Technology Co.Limited(300750) and Tesla rose sharply, which was impressive. Even the prices of lithium in the upper reaches of the industrial chain also rose sharply. But as the bubble increases, the new energy vehicle track high callback is prohibitive.
“those who get new energy get the world”
Can be repeated?
Looking forward to 2022, some analysts believe that the production and sales of new energy vehicles break a record high again, and we should seize the opportunity of sector correction.
“In December 2021, the production and marketing of new energy vehicles reached a new high, and the penetration rate of new energy passenger vehicles reached 19.1%; the loading capacity of power batteries was 26.2gwh, and lithium iron phosphate continued to exceed ternary lithium. Moreover, in December 2021, the shortage of automobile chips gradually eased, and the market development has shifted from policy driven to market driven new development stage, showing a development situation of double improvement of market scale and development quality.” Orient Securities Company Limited(600958) analyst Lu Rixin predicts that the automobile market will continue to show a steady and good development trend in 2022.
Some fund managers are also optimistic. For example, Li Rui, general manager of the equity investment department of Dongfang fund, known as the “flag bearer of new energy vehicles” in the fund industry, believes that after this round of adjustment, the valuation of new energy vehicles has been in a low position in the high business cycle. Under the background of policy guidance and two wheel drive of endogenous demand, automotive intelligence may usher in a golden decade. At present, it may be an important opportunity period for the layout of intelligent vehicles.
