New energy stocks are in a good market and will usher in the next wave of rising tide. Crazy rise, fierce valuation, the entire secondary market, today's hot topic is indispensable for new energy vehicles, private equity tycoons are discussing when new energy vehicles will rise and how big the bubble is. In recent years, the chief electronic officer of a brokerage company that mainly studies chips said with emotion, "Never imagined that artificial intelligence called calluses appeared in the form of trams." Yao Zhipeng, the "pillar" of the old public offering, sold out in half a day, raising more than 654.38+05 billion.

Crazy new energy vehicles, despite the COVID-19 epidemic, the share price of Tesla =2020 has risen nearly six times by the close of last Friday, from about $80 at the beginning of the year to more than $580 at present. It closed at a record high last Friday, with an increase of over 600% during the year. The new forces of domestic car-making are not inferior. Although Weilai = 20 19 landed in the US stock market for a long time, since the end of May this year, 13 1 trading days have soared 155 1%. From the end of September to the present, the ideal 45 trading days rose by161.6%; 1 1, Tucki also started to change, rising by 2 10% in the past 18 trading days.

The two A-share new energy automobile indexes, CSI New Energy Automobile Index (399976) and CSI New Energy Automobile Industry Index (930997), which are composed of industry head companies, have increased by 86% and 93% respectively since the market rebounded in late March this year, which can be regarded as the average increase of the industry to some extent. WIND data shows that the total scale of ETF funds corresponding to the above two new energy automobile industry indexes has reached 1, 654,38+0.5 billion yuan, ranking among the top five theme index ETFs. At present, Tesla's market value has reached an astonishing $555.2 billion, ranking first among global car companies, surpassing the sum of 2,345. Weilai and BYD both entered the top five with a market value of more than 70 billion US dollars, while Tucki and Ideality entered the top ten with 46.3 billion US dollars and 34,654.38 billion US dollars respectively.

If the sales volume of new energy vehicles accounts for 20% in 2025, it is estimated that the compound annual growth rate of new energy vehicle sales will be close to 40% in the next five years. In addition, according to the goal of "Technology Roadmap for Energy Saving and New Energy Vehicles (Version 2.0)", the sales volume of new energy vehicles in China will reach 20 million by 2035. Therefore, the long-term trend of the industry is still very clear. As for the whole industrial chain of new energy vehicles, Chen Mengjie believes that the ROE level of sub-sectors such as core components, lithium battery equipment, negative electrode materials and separators is relatively high, and from the market performance, most sectors with strong performance recovery expectations have already performed.