Wuling Hongguang comes out of shenche automobile industry pattern changes greatly and industrial chain is fully exposed

category:Finance
 Wuling Hongguang comes out of shenche automobile industry pattern changes greatly and industrial chain is fully exposed


Teslas current popularity does not mean that it has a complete absolute advantage in the new energy vehicle market. At present, the new energy vehicle market presents polarization phenomenon, not all new energy vehicles have strong market attraction.

Sales of new energy vehicles continue to explode

In the second half of the year, the recovery of global vehicle market is weak, and most of the markets show a downward trend. However, new energy vehicles are another world, and the sales volume is extremely hot. Specifically, in August, Chinas sales of new energy vehicles reached a record high in the same period of history. The sales volume of new energy vehicles in Germany, France and the United Kingdom increased by three digits, and the sales volume of new energy vehicles in Europe even exceeded that in China this year.

At present, the sales scale of new energy vehicles is still small compared with that of traditional fuel vehicles. However, it is the industry consensus that new energy vehicles will accelerate their development in the future and the market share will increase rapidly.

In this context, since this year, new energy vehicle concept stocks have enjoyed a high valuation premium. The market value of BYD, a Chinese auto company, set a new record on the last trading day in September. New auto makers such as Weilai, ideal auto and Xiaopeng auto, which were founded less than 10 years ago, vied to be listed in US stocks. The U.S. stock price has quadrupled this year, with the latest market value of more than 200 billion yuan at one time, ranking third among Chinese listed auto companies, after BYD and SAIC.

With the end game of traditional automobile giant, many traditional automobile enterprises will successively usher in the landing of the first product, which may become a force that can not be ignored in the new energy market.

The fourth quarter is the traditional peak season of automobile production and sales, and the game between automobile manufacturers will also enter the white hot, especially in the field of new energy. For example, at the recently opened Beijing auto show, new energy product forms began to show diversified development, and some new models including pure electric pickup truck, MPV and cross-border travel appeared one after another.

New energy vehicle organizations focus on top 50

As the core component of electric vehicles, the power battery can be divided into lithium battery and fuel cell. The lithium battery industry chain can also be divided into electrolyte, anode and cathode materials, diaphragm, structural parts, battery assembly and other subdivision fields. Lithium batteries are mainly divided into ternary lithium power batteries and lithium iron phosphate batteries. With the growth of sales of new energy vehicles, the sales of lithium batteries have gradually increased. According to the data of GGII, the installed capacity of ternary power batteries in August was 3.46gwh, a year-on-year increase of 26%. Driven by Wuling Hongguang and BYD, the installed capacity of lithium iron phosphate in August was 1.55gwh, up 100% year-on-year.

The organizations tracking of the new energy vehicle industry chain is continuous and authoritative. The securities times and data treasure sorted out the attention of the organization to the concept stocks of new energy vehicles in recent half a year, and released the top 50 new energy vehicle institutions concerned.

No less than 7 A-share companies on the list were rated by institutions. Tianci materials, BYD, top group, Great Wall Motors and Xinquan Co. were among the top companies in the year. Hanrui Co., Ltd., GAC group, SAIC Group, Jiayuan Technology Co., Ltd. and Huayou Co. were among the top companies with the highest share price increase in the year.

From the perspective of industrial chain segmentation, the leading stocks of upstream industries include Yiwei lithium energy, Tiancai materials, new Zebang, dangsheng technology and Putai, etc.; the leading stocks of midstream industry include Kodali, Ningde times, BYD, Huichuan technology and pilot intelligence, etc.; and the leading stocks of downstream industries are tricot, Yutong Bus and BYD.

In terms of performance, Tianci materials, pret, Changying precision and BYD announced the performance forecast for the third quarter, and the growth limits of net profit attributable to the parent company in the third quarter were 455.43%, 225%, 106.78% and 77.86%, respectively. Source: Securities Times editor in charge: Yang Qian_ NF4425

In terms of performance, Tianci materials, pret, Changying precision and BYD announced the performance forecast for the third quarter, and the growth limits of net profit attributable to the parent company in the third quarter were 455.43%, 225%, 106.78% and 77.86%, respectively.