8 days recorded 7 trading plates: Xiaokang shares led a share of new energy plate

category:Finance
 8 days recorded 7 trading plates: Xiaokang shares led a share of new energy plate


Since the beginning of this year, the development trend of new energy vehicles under Xiaokang shares is increasing. In October, 2219 new energy vehicles were sold by Xiaokang shares, a sharp increase of 9145.83% year-on-year. This year, 14437 new energy vehicles were sold, up 187.76% year-on-year.

In addition to good sales performance, well-off shares of new energy brand Jinkang seres (celis) in the recent action. On November 20, the first electric car running SUV, Cyrus sF5, owned by Jinkang seres, officially appeared in Guangzhou auto show, with the price between 249000 yuan and 339000 yuan.

In fact, Xiaokang shares will also focus on new energy vehicle business. In addition to speeding up the pace of channel construction and marketing, Xiaokang shares passed the 2020 plan for non-public issuance of A-share shares last month, preparing to raise a total of no more than 2704.97 million yuan. The fund-raising will be used in the development of new energy series models and product technology upgrading projects of Celes seres.

As for the reasons for the recent successive rise and stop of Xiaokang shares, the industry analysis points out that from the policy level, since this year, with the new deal of double integral, the new energy vehicle technology roadmap 2.0, the development plan of new energy vehicle industry and the requirements of the national standing committee to expand automobile consumption, a new round of automobile going to the countryside, and other new policies have been issued to drive the investment enthusiasm of the capital market.

From the perspective of capital market, Xiaopeng and ideal have successively set market value records in the United States, Tesla has become the worlds first automobile stock, BYD has surpassed SAIC to become the first domestic vehicle stock, etc., all of which have become important support points for the rapid development of the new energy automobile industry, and even led to the rise of the valuation of the whole industry.

As of the closing of this morning, the auto vehicle sector led two markets. After the well-off shares, Changan Automobile Trading and closing plate, with a turnover of more than 5.5 billion yuan, has become the largest trading volume of the two markets. Jianghuai Automobile, Jiangling Automobile and other shares rose sharply.

Guotai Junan Securities Research Report points out that with the constant innovation of the valuation of new automobile manufacturing forces, based on the establishment of new profit model and the certainty of growth, the new energy vehicle business of independent brands is expected to usher in value revaluation.

On the one hand, Tesla, Weilai, Xiaopeng, ideality and other new automobile manufacturing forces are still in the initial stage of sales, and their market value has reached the level of comparable fuel vehicle giants, reflecting the markets recognition of its new profit model and growth certainty. Therefore, for the domestic traditional automobile enterprises, the timeliness of strategic adjustment and the supporting advantages of Chinas new energy automobile industry chain make them have the certainty of growth in the field of new energy vehicles.

On the other hand, although the gap between traditional car companies and new car makers in the field of automatic driving is gradually narrowing, the gap is still large in the field of operation mode and electronic and electrical architecture.

In addition, the notice on carrying out the investigation of new energy vehicle production and projects issued by the national development and Reform Commission has been disclosed, which clearly requires all localities to report in detail the new energy vehicle and parts projects invested and constructed by Hengda and Baoneng since 2017, including land occupation, construction content, project progress, completed investment, etc (00708. HK) shares fluctuated.

As of the mornings close, the short-term decline of Evergrande automobile expanded, falling more than 7% to HK $22.35, with a market value of HK $19.7 billion. But from the overall point of view, the stock price of automobile plate is stable as a whole, and our reporter will continue to pay attention to the follow-up trend.