Is it the next outlet? Institutions said that comparable to new energy vehicles, leading stocks have been launched

category:Finance
 Is it the next outlet? Institutions said that comparable to new energy vehicles, leading stocks have been launched


CNN said the letter was the first step for the agency to acknowledge the failure of the trump administration. Two weeks ago, Biden announced that he had won the US presidential election. The report further said that the letter showed that Murphy officially signed the Biden victory. The move will also formalize the transition process, allow incumbent government officials to coordinate with the incoming Biden team and provide millions of dollars in government funding for the transition.

President trump confirmed the news on social media. Trump tweeted that he was grateful for Emily Murphys dedication and loyalty to the country and that she was threatened and harassed.. Our litigation is still going on, and we will continue to work hard. I believe we will win Trump tweeted.

The General Services Administration is one of the lowest profile agencies in the federal government, responsible for the management of federal buildings, so it is also known as the landlord of the United States government. According to U.S. law, the U.S. presidents power transfer process can only be formally carried out after the General Services Administration confirms one partys victory, signs a letter, and formally transfers millions of dollars of funds.

As for Trumps life after leaving office, US weekly magazine and ABC revealed on the 23rd that the US secret service is preparing for Trumps retirement life. Some secret service agents were asked whether they are interested in protecting trump full-time in Florida. The US media also revealed that the trump and his wifes Haihu manor residence is under renovation, and they may move in after leaving the White House. There are also rumors that trump will choose to stay in golf clubs in New York and New Jersey.

Biden announced a list of cabinet members

According to Fox News, US President elect Biden announced a series of cabinet members on November 23, including the nomination of Antony Blinken as secretary of state, Alejandro MAYORKAS as as secretary of homeland security, Avril Haines as director of intelligence, and Jack Sullivan as the state of the White House Linda Thomas Greenfield, a security adviser, serves as the permanent representative of the United States to the United Nations.

Biden also named former Secretary of State John Kerry as the presidents climate envoy and will be on the National Security Council. Fox said it was the first time the National Security Council had included officials working on climate change, but Kerrys position was not in the cabinet.

The theme of new energy vehicles is overheating

New energy vehicles are undoubtedly the biggest hot spot in the recent market. Last night, Tesla rose 6.51% in the US stock market, setting a new record again. The three new forces of car making in China concept shares rose fiercely. Weilai rose by 13.1%, ideal automobile rose by 14.48%, and Xiaopeng automobile rose by 33.98%. The stock price reached the $70 mark for the first time.

New energy vehicle big bull stock Xiaokang shares continue trading rhythm, since last week, the cumulative harvest of 6 trading board. Yesterday evening, Xiaokang shares issued a risk warning, saying that in the second half of this year, the company focused on promoting the marketing of new energy vehicles under its seles brand. Due to the uncertainty of market competition pattern and future market demand, there is a risk that sales are not as expected.

However, it can be clearly seen that the overall theme of new energy vehicles is overheated, and the valuation has risen substantially. The latest P / E ratio of BYD, Ningde times and Ganfeng lithium industry is far more than 100 times, while that of Yiwei lithium energy is close to 100 times. Hong Hao, managing director and research director of BOCOM international, said that the new energy vehicle industry is a long-term opportunity, but the market has digested this 10-year opportunity in 10 days. If you make money in the early stage of new energy vehicles, you can take profits and take a look.

Fuel cell or become the next tuyere

So where is the next air outlet after the new energy vehicle? According to the latest research report of Guojin securities, fuel cell will be in the biggest round since 2019 from now on to the first quarter of next year. For five years, the fuel cell is expected to be loaded with 100000 vehicles. The industrial scale is even bigger than lithium battery. The market value of leading enterprises is over 100 billion. The main drivers include:

1. The short-term industry trigger is the end of policy declaration. Since the introduction of the policy of replacing fuel cells with awards at the end of September and the application of demonstration cities on November 15, more than 20 urban agglomerations have applied. After that, after the approval in mid and late December, we will start to produce fuel cell vehicles with full power. It is expected to see more than 1000 fuel cell vehicles shipped monthly in a row in the next few months.

2. The logic of industry leader has been confirmed, and the policy has been gradually implemented. Therefore, it is clear that the situation in the next two years is clear at this time point. The curve of industry growth and cost decline is basically clear. The cost competitive advantage of fuel cell heavy truck compared with diesel heavy truck can be seen, which is the long-term logic of industrial development.

In fact, some fuel cell concept stocks have taken the lead. According to the statistics of securities times and data treasure, as of yesterdays closing, more than a dozen stocks, including Yunlv shares, yihuatong, Zhongding shares, Longpan technology and BAIC bluevale, have increased by more than 20% since November. Among them, yunaluminum shares have the strongest performance, with a cumulative increase of 59.38% during the period. Yunan aluminum said on the interactive platform that Yunnan Chuang Neng feiyuan metal fuel cell Co., Ltd. (hereinafter referred to as Chuang Neng feiyuan) is a joint-stock enterprise of the company. The company invested 12 million yuan and held 6.46% of its equity. According to the official website of Chuang Neng feiyuan, a 20MW aluminum air battery production line has been built, with a production base of more than 4000 square meters.

In addition, the net profit of fuel cell companies is expected to increase by more than RMB 555 million, among which, the net profit of fuel cell companies is expected to increase by more than RMB 13.59 billion. Changying precision is a leading manufacturer of precision electronic components in China, mainly engaged in the development, design, manufacturing and sales of mobile phone mechanism accessories, LED precision bracket, precision mold, etc. Changying precision said on the interactive platform in February that its wholly-owned subsidiary hydrogen power is engaged in the R & D, production and sales of metal plates for hydrogen fuel cells. (data treasure Liang Qiangang)

Source: Securities Times editor in charge: Yang Bin_ NF4368