The overall trend of new energy vehicle sector was strong yesterday, stimulated by sales data and policy expectations. A number of listed companies interviewed by reporters said they continued to be optimistic about the sales of new energy vehicles in the second half of the year.
Yesterday, driven by multiple good news, the new energy vehicle sector strengthened as a whole, including Cairn (7.98, 0.73, 10.07%), new Zebang (34.380, 3.13, 10.02%), Mengshi Technology (23.51, 2.14, 10.01%), BYD (65.40, 5.95, 10.01%), dangsheng Technology (26.080, 2.37, 10.00%), Nandu power (14.730, 134, 10.01%), Yiwei lithium energy (21.980, 2.00, 10.01%), keliyuan (16.76), More than 20 new energy vehicle stocks, such as 1.52, 9.97%), otechnine (33.37, 3.03, 9.99%), rose.
"The sharp rise of new energy vehicle stocks may be related to the good national policies." A number of companies, including BYD, believe that the near introduction of the charging pile policy may be one of the reasons for the rise of the new energy vehicle sector. In addition, the second half of the year has always been the peak season of automobile sales, and the further growth of new energy vehicle sales has become one of the focuses of the market.
According to the statistics released by the Ministry of industry and information technology of the people's Republic of China, in July, China's new energy (22.76, 1.09, 5.03%) produced 20400 vehicles, an increase of 2.5 times on a year-on-year basis. Among them, 6657 are pure electric passenger vehicles, a year-on-year increase of 79%; 5688 are plug-in hybrid passenger vehicles, a year-on-year increase of 4.5 times; 6395 are pure electric commercial vehicles, a year-on-year increase of 17 times; 1650 are plug-in hybrid commercial vehicles, a year-on-year increase of 145%. From January to July this year, the cumulative production of new energy vehicles reached 98900, a three fold increase over the same period last year.
From the perspective of industry leaders, BYD's sales volume of new energy vehicles in June reached 5036, a year-on-year increase of 2.8 times. According to the insiders of BYD, in the sales volume of new energy vehicles, Qin plug-in hybrid vehicles still contribute. "On the whole, BYD's sales volume this year should be very good, the production capacity is gradually increasing, and the sales volume of new energy vehicles will only increase or not decrease. Qin has been full production all the time, and there is still an order gap. In addition, the sales volume of BYD SUV "Tang" reached 412 in the first month after its listing in Shenzhen in June, and the rapid growth of "Tang" will become a bright spot in the passenger car market. "
In addition, the further release of new energy battery capacity in the second half of this year also benefits the new energy vehicle market. When investigating the lithium battery manufacturer anda technology, the reporter learned that as the supplier of BYD, anda technology will gradually release the battery capacity in August this year, and a new production line will be put into operation before October. Liu Jianbo, chairman of the company, told reporters that the company's customers are mainly concentrated in two or three large companies like BYD. At present, the company's production capacity can't meet the existing orders, so the company needs to build new production lines. It is expected that anda technology will expand its capacity to 150 million ampere hours by the end of 2015 and 250 million ampere hours by the end of 2016.
"With the rapid increase of the number of new energy vehicles, the supporting policies for infrastructure construction such as charging piles are coming out, coupled with the recent efforts of securities companies to promote the upstream and downstream companies of the entire industrial chain, the collective rise and fall of new energy vehicle stocks will be achieved overnight." Some institutions are not surprised by the sharp rise in the new energy vehicle sector.
According to the analysis of Anxin securities, new energy vehicles will grow rapidly in the second half of this year, mainly reflected in the gradual breakthrough of battery capacity bottleneck. Moreover, the rise of new business models is a new feature of the new energy vehicle market, and the introduction of time-sharing leasing and taxi software will be the next major demand growth point. It is expected that more local supporting subsidies will be implemented in the second half of the year, which will also drive the increase of sales in the second half of the year.
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