Although the full text has not yet been released, from the existing content, it is undoubtedly a great benefit to the new energy automobile industry. In addition, compared with the exposure draft, the plan further highlights the dominant position of the market and enterprises, and the target setting has also been adjusted, making it more pragmatic as a whole.
In response to this policy, the secondary market responded enthusiastically. By the close of 10 and 12, the concepts of A-share new energy vehicles, charging piles, car networking and lithium batteries were all red. Among them, among the 355 stocks in the A-share new energy vehicle concept sector, the share price of 346 stocks rose, while the net inflow of 2 15 stocks on that day was positive, totaling about 4.287 billion yuan.
101October 12, Cui Dongshu, secretary-general of the Federation, said in an interview with the automobile time data that compared with the opinion draft, the Plan adopted by the the State Council Standing Committee? It is more pragmatic, or it also reflects that the government's attitude towards the development of new energy vehicles has become more "moderate".
It is worth mentioning that at present, the contents of the Plan are only partially open, not the full text. Therefore, the overall impact on the industry remains to be further observed after the full text is published.
Judging from the published contents, compared with the draft for comments, there are several points worthy of attention.
First, in the current public content, "the sales of new energy vehicles will reach about 25% in 2025", which occupies an important position in the original draft for comments, has not been mentioned.
In this regard, Zeng Piquan, deputy secretary-general of china automobile dealers association New Energy Automobile Branch, pointed out in an interview with Auto Times Data that the proportion of new energy vehicles in the overall automobile market is still small, and there is still a certain distance from the goal of 25%, or the main reason why this goal has not been put forward so far.
According to the data of China Automobile Association, from June to August in 5438, the national automobile sales volume was 1455 10000, of which the sales volume of new energy vehicles was 596000, accounting for only 4%.
In addition, compared with the opinion draft, the importance of infrastructure construction such as fast charging, power exchange and hydrogen energy has been further enhanced. This is undoubtedly good for enterprises that have been deeply involved in segmentation for a long time.
Zeng Piquan predicted that the release of the Plan will further promote the development of sub-sectors of infrastructure construction such as charging and replacing electricity and hydrogen refueling stations. "On the one hand, the state will increase financial investment in sub-sectors; On the other hand, enterprises will be encouraged to enter the market through policies, and both sides will work together. "
It is worth mentioning that the current public content specifically mentions "strengthening the dominant position of enterprises in the selection of technical routes". It can be seen that at present, enterprises have become the leading force to promote the development of new energy vehicle market.
Taking power batteries as an example, the current market has shown a pattern of parallel development of lithium ternary and lithium ferrous phosphate. At the end of March this year, BYD officially released the blade battery. According to the official introduction, the "blade battery" can skip the "module" when grouping, so that its volume energy density is equivalent to that of the mainstream ternary lithium battery. On the day of the release, Wang Chuanfu, chairman of BYD, also said at the scene that "blade batteries will change the dependence of the new energy automobile industry on ternary lithium batteries."
It is reported that BYD is accelerating the production capacity of leaf batteries. Among them, Foday Chongqing Factory, as an important production base of blade batteries, will build eight production lines by the end of this year, with an annual production capacity of more than 20GWh.
Coincidentally, in Contemporary Ampere Technology Co., Ltd., which focuses on ternary lithium batteries, Zeng Yuqun, the chairman of the company, also revealed at the "2020 World New Energy Vehicle Conference" held recently that Contemporary Ampere Technology Co., Ltd. has developed battery products that do not catch fire but only smoke, and will be mass-produced on some models at the end of the year.
He said, "The national standard requires the battery not to catch fire for 5 minutes. Our newly developed products will only smoke and not catch fire. Even if one battery is on fire, the whole package (battery pack) only smokes. This is a direct solution to the pain point. At present, there is no problem with high energy density and high safety, but low cost will take time to solve. "
It is worth mentioning that, according to the data recently released by SNE Research Company, a new energy market analysis company in South Korea, the installed capacity of global power batteries was 10.8-GWh in August, and Contemporary Ampere Technology Co., Ltd. ranked first in the world with an installed capacity of 2.8GWh, surpassing Korean competitor LG Chem and regaining the top spot of global power batteries.
For the reason why the installed capacity won the championship again, a person close to Contemporary Ampere Technology Co., Ltd. told the data of June 10 automobile era that "the recovery of the domestic market is the main factor of its performance".
Perhaps, as Zeng Yuquan, the chairman of the company, mentioned in many speeches, "The goal of Contemporary Amp Technology Co., Ltd. is to replace fossil energy and become an integral part of the energy system, whether it is fixed fossil energy (coal) at the power generation end or mobile fossil energy (oil) at the user end."
Influenced by the development plan of new energy automobile industry, the related concepts of secondary capital market are active. ?
According to the data of Oriental Fortune Choice, among the 20 stocks in the charging pile concept plate 1 16 stocks are red, and stocks such as Zhongneng Electric, Yingkerui and Yishi have daily limit, while Teruide and Infineon have increased by more than 6%. The lithium battery sector also experienced a daily limit. 2 17 listed companies, 2 10 has gone red. Jiawei Xinneng in the graphene plate and Slibao Technology, a concept stock in silicone, all experienced daily limit.
In the new energy concept sector, as of the close of June 12 12, among the 64 stocks, 153 stocks rose, and the total market value rose by about 85.694 billion yuan in just one trading day. Among them BYD (002594. SZ) led the gains, with the share price rising by 6.77% to 128.5 yuan/share, and the total market value rising by 222.34? The share price of Guo Xuan Hi-Tech also rose by 5.25%, and the total market value rose by about 65.438+65.2 million yuan every day. At the same time, among the 355 stocks in the new energy automobile sector, the share prices of 346 stocks have risen to varying degrees.
Central china securities said that the policy is conducive to opening up the demand space for new energy vehicles. Judging from the further catalysis of policies and the prosperity of medium and long-term industrial development, concept stocks related to new energy automobile industry chain such as power batteries, charging piles and automotive electronics will rise in the capital market. With the improvement of industrial concentration, leading companies in sub-sectors will be expected to obtain excess returns by double-clicking valuation performance.
In the eyes of the industry, in the long run, the gap between the penetration rate (sales volume) of domestic new energy vehicles and the development goal is still large, which determines the long-term growth trend of domestic new energy vehicles. Tesla, Volkswagen MEB platform, Contemporary Ampere Technology Co., Ltd. and LG Chem are worthy of attention.
"In addition to the above four industrial chain sectors, the new energy of domestic independent brands is also worthy of attention, such as BYD and other leading stocks in the new energy automobile sector." 10 10 12, Zheng Yun, global partner of roland berger and vice president of Greater China, told Auto Times Data.
In Zheng Yun's view, the A-share new energy concept, Tesla concept and other sectors have performed relatively strongly this year. Next, this wave of market is still expected to continue, such as the Tesla industrial chain. With the continuous introduction of its models and production capacity, the localization rate will increase. Bring opportunities to the industrial chain, and focus on supporting parts suppliers.
At the same time, combined with the latest four points in the plan and previous opinions, many brokers suggested paying attention to charging facilities and high-quality track leaders in the field of B-end vehicle segmentation, focusing on high-quality suppliers with high technical barriers and low substitution of industrial products and vehicle manufacturers with perfect capital chain and sufficient industrial chain layout.
Among them, Huaxi Securities suggested to grasp two major industry trends. First, new energy vehicles are expected to show high-end and economical dual-track parallel development; Second, the construction of charging facilities is a big year, and the industrial chain is welcoming development opportunities. Under the active promotion of the policy, the annual scale of charging facilities will increase greatly in 2020, and the ratio of vehicles to piles is expected to be further improved.
In fact, due to the favorable impact of the plan, the US stock market of new energy vehicles once performed strongly on June 9 10. As of the close of the day, except Li's share price fell 1.84%, NIO. NYSE shares rose 0. 14%, while Tucki shares rose 0. 14%.
Previously, Weilai and Tucki had laid out charging and replacing facilities. Data show that as of the end of the second quarter of this year, Weilai has built 142 power stations, covering 63 cities across the country; In Xpeng Motors, the overcharging network has 1 14 overcharging stations, and each station has 7 overcharging piles on average.
In addition, the share price of Tesla (TSLA). Nasdaq, which also has a long-term layout in the charging treasure network, also rose by 1.9% that day, while the share price has risen by 4 18.73% year-to-date.
It is worth noting that under the boiling of A-share related concept stocks, US stocks also rose overnight before the closing of 12. As of the press release of automobile time data, Wei Lai and Li rose more than 3%, Xpeng Motors rose more than 2%, and Tesla rose more than 1%.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.