New energy vehicle concept broke out _ new energy vehicle market entered a comprehensive acceleration phase

What kind of news is it, which has ignited the new energy vehicle market today? Money management Jun will simply say something.

On September 9, at the 2017 China Automotive Industry Development (TEDA) International Forum held in Tianjin Binhai New Area, Vice Minister of Industry and Information Technology Xin Guobin revealed that China has begun to study the timetable for the ban on fuel vehicles, which means that the domestic fuel vehicle ban policy also mentions On the agenda. In fact, developed countries have long expressed their stance on the ban on fuel vehicles.

At the same time, the "double points policy" is also on the line. In June this year, the Legislative Affairs Office of the State Council issued the Interim Measures for the Parallel Management of Average Fuel Consumption and New Energy Points for Passenger Vehicle Enterprises (Draft for Comment). This time Xin Guobin also said that the double points policy will be officially released in the near future.

This means that the R&D and production of new energy vehicles will be transformed into policy requirements by enterprises. It is expected that the main direction of the future auto market will be new energy vehicles.

It is absolutely enough to ban the sale of fuel vehicles and turn new energy vehicles into policy requirements. It is no wonder that this year's market has completely broken out!

In fact, some brokerages said that the policy and the market are both positive, and the new energy automobile industry chain will usher in the "Golden Nine" market.

Let's first look at the positive aspects of the policy.

On September 6, the Ministry of Industry and Information Technology issued the “Preliminary Review Report on the Liquidation Review of the New Energy Vehicle Promotion and Application (Replenishment of Electricity) in 2016), which was the second public announcement for the promotion and application of new energy vehicles during the year. Once changed to multiple times a year.

On September 1, the Ministry of Industry and Information Technology released the "Recommended Models for Promotion and Application of New Energy Vehicles (8th Batch in 2017)". Since then, eight batches of recommended models have been released this year, including 2,538 models of 184 enterprises.

Look at the new energy vehicle market.

In August, the sales volume of new energy passenger vehicles in China was 54,000, an increase of 80.6% year-on-year and a 25% increase from the previous month. It is estimated that the sales volume of new energy commercial vehicles will be 1.8-22,000 in August, and the total sales volume of new energy vehicles in August will be 7.2-7.6 million units, which is close to the average monthly sales target of 90,000 units, which can reach 89%-100%. The chain increased by 29% -36%.

CIC believes that with the arrival of passenger car purchases of “Golden September and Silver 10” and the gradual landing of purchase orders for passenger car administrations, the monthly sales volume in September is expected to exceed 90,000 units, and the probability of 700,000 vehicles for the whole year can be realized. The production and sales of new energy vehicles have gradually strengthened, and the new energy commercial vehicles have been substantially released. The new turning point of new energy vehicles in production and sales has basically arrived.

Since the positives are so obvious, the little friends can't wait to get on the bus. Wait a second time, and the wealth management will come to bring the small partners to see the market valuation of the new energy vehicles.

Since September, the new energy auto sector, the most aggressive is Nachuan shares, an increase of more than 56%, while Bao Tailong, Hengdian East Magnetic, Dangsheng Technology, Yanfeng Lithium, and Tibetan Holdings have all increased more than 30%. %.

Time has been relaxed to this year, the largest increase in the cold sharp cobalt industry more than 886%, as well as Yan Feng Lithium, Jinyinhe, Nebula shares, etc. have risen more than 200%, Hong Te Precision, Yahua Group, Huayou Cobalt, The increase in Yingboer and Tianqi Lithium also exceeded 150%.

Small partners can look at the valuation of new energy auto concept stocks, the price-earnings ratio PE (TTM) is hundreds of times, be careful, dozens of times can also consider. However, Lijun Jun also found that some companies lost money or did not make money. In September, they were sought after by the market, such as Rongjie, Ankai Bus, and Western Resources. The semi-annual report showed that Ankai’s loss in the first half of the year was nearly 30 million. The net profit of the company's shares was only 627,300 yuan, a decrease of 39.4% compared with the same period of the previous year; the net loss of the western resources in the first half of the year was 121 million yuan, and the loss of the first half of the year was 116 million yuan.

Finally, look at the market value. Among the new energy auto sectors, SAIC Group, Gree Electric Appliances, Great Wall Motors, Changan An Automobile, etc., are relatively large, but the PE levels of these stocks are OK. BYD’s PE level is now 31. Times, Tianqi Lithium Industry, Haofeng Lithium, the leading stocks of these two lithium batteries are also relatively high.

Money Junjun found that in the fund of the new energy vehicle concept, several people have risen sharply since September and nearly three months.

Let's take a look at a few pure new energy auto funds. For example, New Energy B's net worth growth rate since September is 10.43%, and the net growth rate in the past three months is 47.32%.

Shenwan Lingxin new energy vehicle fund, since September, the net value growth rate of the reinstated unit is 4.66%, the net value of the past three months has risen by 17.5%, and the wealth management has looked at it. The semi-annual report of its top ten awkward stocks is SAIC Group and Yutong. Passenger cars, Huichuan technology, BYD, Hongfa shares, and Shanshan shares are relatively purely new energy vehicles.

Jinxin New Energy Automobile Fund, since September, the net growth rate of the reinstated unit has been 2.36%, and the net value of the past three months has increased by 12.45%. The new energy concept of the top ten heavyweight stocks in the first half of the year is only Futian Auto, Tuopu Group and Junsheng. Electronics, etc.

In addition, several funds that bought new energy vehicle concept stocks, such as the China Sea consumer theme selection, increased by 24.77% in the past three months, Harvest Environmental Low Carbon increased by 18.98% in the past three months, and Cinda's Australian silver consumption is recommended to increase by nearly three months. More than 12.19%. Wealth Jun looked at them, and their heavy stocks include Gree Electric, Yanfeng Lithium, Tianqi Lithium, Pioneer Intelligence, Hongfa Shares, Guoxuan Hi-Tech and other targets involving new energy vehicles.

The trend of global automotive electrification, intelligence and light weight is irreversible, and all car companies have joined the torrent of new energy vehicle manufacturing. Up to now, six countries around the world have publicly issued a statement that will completely ban pure gasoline and diesel vehicles. In China, the production and sales of new energy passenger cars in August were dazzling, and the double-point policy for new energy vehicles came to an end. Brokers believe that the organic combination of policy and market mutual good is expected to happen in September. With the gradual strengthening of the production and sales of new energy vehicles, the performance of the industry chain companies in the second half of the year is guaranteed, and it is expected to usher in a double improvement in performance valuation.

Statistics show that in August 2017, China's new energy passenger vehicle sales of 54,000 vehicles, an increase of 80.6%, an increase of 25%, slightly exceeding market expectations. In addition, the sales of new energy commercial vehicles in August is expected to reach 18,000 - 22,000, and the total sales of new energy vehicles in August will be 72,000 - 76,000.

CIC Securities Zhang Lei expects that with the arrival of passenger car purchases of “Golden September and Silver 10” and the gradual landing of passenger car purchase orders, the monthly sales volume in September is expected to exceed 90,000 units, and the annual target of 700,000 vehicles can be achieved. The production and sales of new energy vehicles have gradually strengthened, and the new energy commercial vehicles have been substantially released. The new turning point of new energy vehicles in production and sales has basically arrived.

At present, many countries have adjusted their development strategies one after another, accelerating the industrial layout in the new energy and intelligent network industries, and occupying a new round of commanding heights. In response to the timetable for some countries to stop production and sales of traditional energy vehicles, Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, recently revealed that the Ministry of Industry and Information Technology has also initiated relevant research to formulate China’s own timetable for the ban on the sale of traditional fuel vehicles.

Pacific Securities analyst Zhang Xue said that China was originally the country with the strongest promotion of new energy vehicles. The study launched a comprehensive ban on traditional fuel vehicles, indicating that the support is further upgraded and the strategy for developing new energy vehicles is more determined. “Overall, the economy has entered a medium-speed growth, and the L-shaped trend has been shown for a long time. The new energy automobile industry has just started, and will maintain a compound growth rate of 30% in the next few years, which is the industry with the most certain growth.”

In particular, since 2017, China has launched 8 batches of “Recommended Models for Promotion and Application of New Energy Vehicles”, which has accumulated 2,538 models of 188 enterprises, accounting for more than 70% of pure electric vehicles. In addition, 12 batches of “new energy-free vehicles” have been introduced. The Catalogue of Purchase Taxes, in which three batches were released in 2017, the pace is faster than ever. According to relevant reports, the "Parallel Management Measures for the Average Fuel Consumption of Passenger Vehicle Enterprises and New Energy Energy Vehicles" will also be introduced soon. This will be the killer of the post-subsidy era of new energy vehicles, and the development of new energy vehicles will be promoted by the policy. An important turning point.

"The determination of the state to support the development of the new energy automobile industry has been very clear. The follow-up of the double-point policy or the subsidy adjustment policy will be based on this principle." Liu Rui, an analyst at Everbright Securities, expects that this year's subsidies have declined, affecting Sales of new energy vehicles, but the target of 2 million vehicles in 2020 remains unchanged, and sales will still maintain a compound growth rate of nearly 40%.

Following Volkswagen and Jianghuai, Daimler and BAIC, Zotye and Ford, Renault Nissan recently announced the establishment of a joint venture with Dongfeng Motor Group Co., Ltd. - Yijiete New Energy Automobile Co., Ltd. to jointly develop electric vehicles and new energy vehicles. Another case of "marriage" was born. In addition, the Ministry of Transport issued a document saying that it is necessary to upgrade the professionalization level of cold chain logistics equipment and encourage the promotion and use of energy-saving and environmentally-friendly refrigerated and heat-insulated vehicles such as new energy.

In the long run, policy support is good and has a long-term mechanism. The industry leaders accelerate their binding and achieve common growth. Traditional vehicle leaders have turned to new energy vehicles, and the industry has a large space and big opportunities. In the short term, The pressure on the whole industry chain is not small. It is necessary to quickly reduce the price to make up the economy in the new country, and to improve the technical level and product performance to compete with the fuel truck. Under the pressure, the industry is still accelerating, the leading footsteps at home and abroad continue to move forward, the price reduction rate in all links exceeds expectations, and new products have opened up the real demand of the market. Zhongtai Securities firmly believes that new energy vehicles must be industries that are scarce in recent years and have high sustainability and growth.

In the direction of layout, Bohai Securities believes that the development of new energy vehicles will continue to improve in the second half of the year, and production and sales are expected to gradually increase. It is recommended to focus on investment opportunities in new energy passenger vehicles and operations, logistics special vehicles and new energy buses. In addition, with the efforts of major domestic and foreign manufacturers to increase product development and promotion, the cost-effective "explosion models" products are expected to continue to be launched, thus promoting the popularity of intelligent networked vehicles, it is recommended to focus on the "explosive models" product orders exceeded expectations And the investment opportunities brought by the impact of major industry events.

“New energy vehicles replace 'mechanical' with 'electricity'. Power battery is the core component of new energy vehicles. It has high technical content, large capital investment and strong resource endowment. It is the focus of competition in the industry. In addition, lithium carbonate The resource products represented by cobalt and metal, such as wet-membrane, lithium-ion copper foil and cathode materials, have higher thresholds and are the top priority for investors. Zhang said.

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