According to him, in the first half of this year, the European new energy vehicle market increased by 52% year-on-year, but Chinas new energy vehicle market showed a year-on-year decline. At the same time, in the first half of the year, the installed capacity of Ningde era power battery in the world was reversed by LG Chemical, which missed the title of global power battery sales champion.
Relevant research shows that the main reason for the decline in the installed capacity of Ningde eras power battery is that the sales volume of Chinas new energy vehicle market, which it relies on, fell sharply in the first half of the year. According to the data of China Automobile Industry Association, in the first half of the year, the production and sales of new energy vehicles in China were 397000 and 393000, respectively, down 36.5% and 37.4% year-on-year.
In addition to the decline of domestic new energy vehicle market, Japanese and Korean battery companies entering Chinas power battery market have also brought a certain impact to the Ningde era. At the same time, Japan and South Korea battery companies to the European market supply is also rising.
This year, the sales of electric vehicles in Europe will surpass that in China, and we are very distressed. Zeng Yuqun believes that the catfish effect produced by Tesla has significantly accelerated the pace of global electric vehicle planning.
Based on the above background, Zeng Yuqun issued a special reminder, hoping that the domestic new energy vehicle industry would not get up early and rush to gather late. In his opinion, the cost control of power battery is still a big problem, so we need to look for value opportunities from the whole industry chain.
On the evening of August 11, Ningde Times announced that it would invest in the upstream and downstream high-quality listed enterprises in the industrial chain at home and abroad in the form of securities investment. The total amount of investment involved in this investment will not exceed 19.067 billion yuan, of which the total amount of overseas investment will not exceed 2.5 billion US dollars.
As for the reasons for investment, Ningde Times said that with the promotion of global energy reform, transformation and upgrading, and the gradual improvement of environmental protection standards, the new energy vehicle and energy storage industry has developed rapidly in recent years, but there are still some shortcomings in the industrial chain, such as imperfect supporting facilities and insufficient supply of key resources.
Therefore, for the consideration of long-term strategic development, the company plans to focus on the main business and invest in high-quality listed companies in the upstream and downstream of the industrial chain, further strengthen the cooperation and coordination of the industrial chain, improve the efficiency of resource utilization, and enhance the market competitiveness of the company.
It is reported that the investment scope of Ningde times covers the stocks, convertible bonds and other equity investment varieties of relevant listed companies in the upstream and downstream of the industrial chain at home and abroad, and the investment methods include but are not limited to the methods permitted by laws and regulations, such as new share subscription, secondary market securities purchase, call auction, negotiated transfer, block trading, participation in private placement, etc. After the announcement was issued, it immediately triggered heated discussions in the industry, and also caused all kinds of guesses about the investment target of Ningde times. At the end of August 12, Ningde times industrial chain stocks were collectively bullish, with Cangzhou Pearl (002108) and Keda intelligent (300222) trading limits, and Mindong Electric Power (000993), double ring transmission (002472), and Tianyuan Group (002386) were among the top gainers. According to the analysis of Soochow securities, in terms of technology reserve, customer location, production capacity layout, cost control, etc., Ningde era has established its global leading position. By investing in the upstream and downstream of the new energy automobile industry chain, it is conducive to integrate high-quality resources, strengthen supply chain management and control, and further strengthen its comprehensive position in the industrial chain. Source: Securities Times editor in charge: Yang Bin_ NF4368
It is reported that the scope of the purchase of new shares and the listing of other types of securities, such as the purchase of new shares, call auction in the secondary market, and other modes of investment in the downstream industry are not allowed to participate in.
After the announcement was issued, it immediately triggered heated discussions in the industry, and also caused all kinds of guesses about the investment target of Ningde times. At the end of August 12, Ningde times industrial chain stocks were collectively bullish, with Cangzhou Pearl (002108) and Keda intelligent (300222) trading limits, and Mindong Electric Power (000993), double ring transmission (002472), and Tianyuan Group (002386) were among the top gainers.