Vehicle exhaust emission reduction concept stock:
Weifu Hi-Tech (581) exhaust purification device.
diesel injection system leader: the fuel economy of diesel vehicles is better than that of gasoline vehicles. If the oil price continues to run at a high level, the proportion of diesel vehicles will increase, which will be beneficial to the company's product sales. With the improvement of emission standards, the profitability of Bosch gasoline and diesel electronic control business is expected to increase. The fuel injection system products produced by the company are the heart components of diesel automobile engines and are typical technology-intensive and capital-intensive industries. In 211, the main revenue of the company's automobile fuel injection system was 4.329 billion yuan, up 3.78% year-on-year, and the gross profit margin was 31.4%. From January to June 212, the revenue of this business was 1.926 billion yuan, down 21.28% year-on-year, and the gross profit margin was 3.9%.
the tail gas purification device of Guiyan Platinum Industry (6459).
the research and development of high-performance rare-earth-based automobile exhaust gas purification catalyst and the industrialization project of national V catalyst (share allotment and investment project) led by Guiyan Catalytic Company, a holding subsidiary, have been approved by the government and included in the special fund plan. The total planned investment of the project is 417.3931 million yuan, including 8 million yuan from the state subsidy and 337.3931 million yuan from the enterprise itself. The project will realize the industrialization of V catalyst for gasoline vehicles. The production scale of products will reach 4 million liters/year, and the production scale of supporting rare earth catalytic materials will reach 8 tons/year. The product performance will meet the requirements of V, and the whole machine demonstration of V vehicle exhaust catalyst devices will be realized. The industrial construction level will reach the international advanced level, and the project construction period will be 3 years.
Yin Lun Co., Ltd. (2126) tail gas purification device
is mainly engaged in automobile heat exchanger industry: the company is one of the largest automobile heat exchanger manufacturers in China, and occupies a leading position in the field of oil cooler and intercooler manufacturing, with an annual production capacity of 5.5 million units, and the production and sales volume of main products ranks first in the whole industry. The products are key components used in engine systems and automatic transmission systems, and are widely used in the fields of power machinery such as automobiles, construction machinery and ships. "Yin Lun" trademark is a famous trademark in Zhejiang Province. "Automobile Radiator Assembly" won the title of "China Famous Brand".
BYD (2594) new energy car.
the company has key technologies such as power battery, drive motor and power system control. F3DM, the world's first dual-mode vehicle which is independently developed, designed and produced by the company, has been sold since February 29, and E6, the company's first pure electric vehicle, has been sold since March 21. By the end of June 212, about 2 pure electric buses K9 and 3 pure electric taxis E6 were operating in Shenzhen. E6 electric taxi has been in large-scale operation in Shenzhen for more than two years, and the maximum mileage of bicycles has exceeded 2, kilometers. In addition, K9, the first pure electric bus of the Group, started trial operation as a bus in Shenzhen in January 211.
faw car (8) is a new energy car.
it is planned to invest 4.348 billion yuan to build a new energy plant technical transformation project. The project is a new factory built by the company, including four production lines, workshops and auxiliary facilities for stamping, welding, painting and final assembly, with an annual production capacity of 2, cars in two shifts. FAW Group will promote the demonstration operation of hybrid buses in Changchun and Dalian, with FAW focusing on hybrid technology, Plug-in technology and pure electric technology. In 212, FAW will build a production base with an annual production capacity of 11, hybrid cars and 1, hybrid buses.
Great Wall Motor (61633) new energy car
was selected into the official vehicle procurement catalogue, and the company signed a strategic cooperation agreement with American company CODA to jointly develop pure electric vehicles. CODA is a lithium-ion power battery system development company, which consists of three key departments: CODA automobile, CODA electric vehicle propulsion system and CODA energy. The electric drive system of the pure electric vehicle jointly developed by both parties will be provided by CODA, and the car body will be produced by Great Wall Motor. It is expected to be put into production and sold in 214. The sales in North America will be launched under the CODA brand, and the sales in domestic market will be launched under the Great Wall brand.
jianghuai automobile (6418) new energy car
was selected in the official vehicle procurement catalogue, and the company signed a letter of intent for cooperation with Tianjin Zhengdao equity investment company, with each party contributing 5% to set up a joint venture company, with an initial investment of 2 billion yuan, mainly investing in the powertrain and core components of new energy vehicles. The registered capital of the joint venture company is 7 million yuan, with each contributing 35 million yuan. The total investment of the project is about 3 billion yuan, and the capacity planning goal is to realize 1 million complete vehicles, 1 million powertrains and 12 million KWH lithium-ion power batteries in the next 8 years. In June, 211, the company's project "R&D and Industrialization of Plug-in Hybrid Bus and Key Technologies" was selected as a special project of independent innovation of Anhui enterprises. The 211 annual report revealed that 1, second-generation pure electric vehicles were successfully delivered.