The General Office of the State Council recently issued the Development Plan of New Energy Automobile Industry (221-235), and China's new energy automobile industry ushered in the strongest dividend node!
affected by this, today (November 3), the stock market was red in a large area, with new energy and automobile sectors leading the gains, charging piles, Internet of Things, smart grid, lithium batteries and other sectors also rising to varying degrees, and many stocks showed daily limit.
US stocks
Weilai Ideal Tucki
The market value soared by nearly 5 billion overnight
According to the plan, by 225, the average power consumption of new electric passenger cars will drop to 12. kWh/1 km. The improvement of the endurance level of new energy vehicles will move from pursuing large batteries to low energy consumption. At the same time, the planning also puts forward requirements for the convenience of charging and replacing electricity.
the more prominent change is that smart cars have entered the development plan of new energy automobile industry in an all-round way. "Highly autonomous driving" and "vehicle operating system" have been written into new plans, and smart cars will undoubtedly usher in a new round of explosive growth.
In recent two months, Tesla, Weilai and Tucki have successively released their own high-speed navigation functions NOA (Tesla), NOP (Weilai) and NGP (Tucki), which can automatically follow the navigation from the ramp to the high-speed, automatically overtake the high-speed, automatically change the high-speed, leave the high-speed, etc. When the driver needs to take over in an emergency, the system will give an early warning several seconds in advance.
stimulated by the release of the plan, the stock prices of Weilai Automobile, LI and Xpeng Motors, the "new forces to build cars" in China, all rose sharply this morning. Weilai Automobile (NYSE: NIO) rose 8.96% to close at $33.32; LI (NYSE: NIO) rose 13.44% to $22.88; Xpeng Motors (NASDAQ: XPEV) rose 6.91% to $2.72.
recent stock price trend of weilai automobile
recent stock price trend of LI
recent stock price trend of Xpeng Motors
the market value of the three companies increased by 46.6 billion yuan overnight. Since the low stock price in October last year, Weilai has soared 27 times, and the latest market value has exceeded the 3 billion yuan mark in one fell swoop.
Red Star Capital Bureau looked up the specific delivery data, and all the "new forces to build cars" showed a substantial increase. Among them, Weilai Automobile, the leader, delivered 5,55 vehicles in October, a year-on-year increase of 1.1%, setting a new record for single-month delivery; From the beginning of the year to October, a total of 31,43 vehicles were delivered, up 111.4% year-on-year. Li ONE1 delivered 3,692 vehicles in October, refreshing the monthly delivery record for three consecutive months; From the beginning of the year to October, Li ONE has delivered a total of 21,852 vehicles. Xpeng Motors delivered 3,4 vehicles in October, a year-on-year increase of 229%; From the beginning of the year to October, 17,117 vehicles were delivered, a year-on-year increase of 64%.
A-shares
The new energy vehicle sector is active
A number of hydrogen energy stocks rose sharply
This week, the new energy vehicle sector was active, with many stocks in the sector trading daily.
the market value of Contemporary Amperex Technology Co., Limited is approaching 6 billion yuan. BYD's share price and market value have also been rising recently. At present, the total market value has exceeded 447.6 billion yuan (including A shares and corresponding Hong Kong stocks).
it is worth mentioning that the development of hydrogen fuel cells has also been paid attention to. The plan requires promoting the construction of hydrogenation infrastructure, guiding enterprises to rationally arrange hydrogenation infrastructure according to hydrogen fuel supply and consumption demand, and improving the level of safe operation; Carry out demonstration and application of various storage and transportation technologies such as high-pressure gas, deep cold gas, low-temperature liquid and solid, explore the construction of hydrogen fuel transportation pipelines, and gradually reduce the storage and transportation costs of hydrogen fuel.
On November 3rd, the A-share hydrogen energy sector rose sharply, among which the leading stock cryogenic shares (354.SZ) once hit a 2% daily limit and closed at 23.69 yuan in the afternoon, up 13.4%.
At present, the hydrogen energy business of Cryogenic Co., Ltd. mainly focuses on the storage, transportation and filling of hydrogen. The company plans to establish a hydrogen energy equipment base in Datong City, Shanxi Province, and establish a partnership hydrogen energy industry fund with China Energy and Maya, and plan to invest in the construction of a 5-ton liquid hydrogen plant with a daily output, an oil-hydrogen hybrid hydrogenation station and equity investment in hydrogen fuel cell companies step by step.
Another leading stock, Yeti (2639.SZ), rose by more than 8% in early trading today after its daily limit on November 2. But then fell back, closing up slightly by 1.13%. In the news, Toyota announced on November 2 that it had reached an agreement with Yeti to provide Toyota parts for the hydrogen fuel cell system of Yeti. Toyota and Yeti will cooperate to provide hydrogen fuel cell components to several commercial vehicle manufacturers in China.
Today, other stocks in the hydrogen energy sector, such as Jingu (2488.SZ) and Chuangyuan Technology (551.SZ), all closed at the daily limit, while Zongshen Power, Dewei New Materials and Zhongtai also rose more than 7%.
In the US stock market, the concept of hydrogen energy is also a big slogan, and even the limelight once overshadowed the electric vehicles represented by Tesla. At the beginning of October, Plug Power, a hydrogen fuel cell manufacturer, rose by 4% in a week, and Ballard Power, a hydrogen fuel cell manufacturer, also rose sharply in the same period. However, as of now, Prager Energy has not achieved profitability, and Wall Street expects that the company will not achieve profitability until 223.
hydrogen energy has been applied in a small scale
1 hydrogen-fueled city buses have been put into use in Chengdu
From the perspective of the development of global hydrogen energy industry, the development and utilization of hydrogen energy has entered the stage of commercial application, and breakthroughs have been made in the industrialization of hydrogen energy and fuel cell technology in transportation, power generation, aerospace and other fields.
Hydrogen energy can be obtained from multiple sources, belonging to gas energy, and it is inexhaustible to store in water. At the same time, hydrogen energy does not contain carbon dioxide. From the perspective of applying hydrogen energy, there is no anxiety and worry about carbon dioxide emission. Driven by the national hydrogen energy strategic policy, China's energy structure has a trend of changing from hydrocarbon energy to hydrogen energy, and hydrogen energy is expected to become the next generation of basic energy.
Take the hydrogen fuel cell as an example. In fact, it is not far away from us, and it has been applied in a small scale. Red Star Capital Bureau visited Dongfang Electric (Chengdu) Hydrogen Fuel Cell Technology Co., Ltd., a subsidiary of Dongfang Electric (6875.SH), which owns the first automatic production line of hydrogen fuel cells in western China.
At present, in Pidu District of Chengdu, 1 hydrogen-fueled city buses jointly developed by Chengdu Bus and Dongfang Electric have been put into use, and the total mileage of smooth operation has reached hundreds of thousands of kilometers. Its safety, stability and reliability have been preliminarily verified, and its performance index is advanced in China.
In September this year, Dongfang Electric (Chengdu) Hydrogen Fuel Cell Technology Co., Ltd. also increased its capital and shares, so as to effectively integrate various resources, focus on solving the "bottleneck" problems of hydrogen energy and core components in the fuel cell industry, and realize the coordinated development, transformation and upgrading of the hydrogen energy industry chain and value chain.
However, there are still many problems to be solved in the industrial application of hydrogen energy due to its own active gas properties, extremely high combustion rate and storage and carrying safety. At present, hydrogen fuel vehicles are still in the initial stage in China and even in the world. In 219, the sales volume of hydrogen energy vehicles in China was about 2,75 units.
China Hydrogen Energy Industry Development Report 22 mentions that in 25, hydrogen energy will account for 1% of the terminal energy consumption, the number of hydrogen fuel cell vehicles will be 3 million, and the demand for hydrogen will be 6 million tons, which will gradually enter the hydrogen energy society.
Editor Deng Lingyao
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