The continued deceleration in economic growth has caused the traditional cyclical stocks to be weak, while liquidity has kept the market in an active state. In this context, many funds have turned their attention to emerging industry stocks again. The New Energy Vehicles segment is one of them. From the recent trend of the industry, the policy to support new energy vehicles is more obvious intentions, which also makes the activity of the sector significantly improved.
Policies to stimulate stock prices The domestic macroeconomic growth rate is still in a downtrend channel. Therefore, although the liquidity environment is becoming increasingly loose, traditional cycle-type stocks have never been able to find a clear force point, which also makes more and more investors Start turning to emerging industries to find opportunities.
New energy vehicles are one of the important components of emerging industrial stocks. The sector strengthened substantially on Monday. On the whole, the WIND new energy auto index rose by 3.38% yesterday to close at 1,012.26 points, which was already ahead of the Shanghai and Shenzhen markets and set a new high for this round of rebound. From the perspective of specific stocks, Monday's Wanxiang Qianchao, BYD, and Aotexun's three new energy vehicle stocks rose daily. There was no decline in stocks in the sector.
Similar to the strength of most emerging industry stocks, the new energy vehicle sector rose sharply yesterday, which is closely related to the stimulation of related policies. Related parties recently issued a "Notice on Further Doing a Pilot Work for Demonstration and Promotion of Energy-Saving and New Energy Vehicles", involving a series of important contents such as promotion goals, preferential policies, and product catalogs. Analysts pointed out that from the specific content of the "Notice", the policy has been developed in the direction of "pragmatic" and laid the foundation for the new energy automotive industry to continue to advance.
The industry has enough depth Of course, the policy can only have a short-term impact on the stock price movement. From a medium-term perspective, the reason why new energy vehicles are noticed by the market is a more important reason that the industry has sufficient depth. From an economic point of view, industries with sufficient depth can get more attention from national policies. From the perspective of the market, only a concept with a certain degree of breadth may constitute a sustained attraction to funds, just like internet stocks of the year. The combing of the new energy automotive industry can be found that the industry includes the upper, middle and lower reaches of the three major sectors, and there are numerous listed companies.
The upstream is mainly power battery companies. From the performance point of view, in addition to the high cost of lithium batteries, in all performance indicators are better than other batteries, is the main direction of development of new energy automotive batteries. Lithium-ion battery-related listed companies, coupled with upstream raw material companies, constitute a huge sub-block itself.
The middle reaches mainly include motors and vehicle companies. In terms of motors, the listed companies such as Dayang Motor, Founder Motor, Jiangte Motor, and Huayu Automotive have either obvious technical advantages or have obvious leading advantages in terms of intervention time; in terms of vehicles, new energy vehicles are automobiles. One of the important development directions of the industry is that the auto vehicle companies in the A-share market are involved in this. Relatively speaking, BYD and other companies are moving faster.
The downstream mainly refers to the supporting charging piles. Charging pile can be divided into four modules - power distribution system, charging system, battery scheduling system and charging station monitoring system, which also makes many power transmission equipment suppliers have the concept of new energy vehicles, such as Guodian Nan Rui, Xu Ji Electric Wait.
Three major ideas for stock selection In terms of specific investment, analysts believe that the following three ideas can be focused on the new energy vehicle segment:
First, the development of the industry, supporting the first. For the development of new energy automotive industry, complete downstream supporting facilities are the most important basic work, which also means that the development of the industry will inevitably start from the investment of downstream charging piles. As a result, companies like Altynx, Senyuan Electric, which are related to the charging pile business, may become the first beneficiaries of the industry's development.
Second, follow the wave of funds to surf. Judging from the recent market performance, the introduction of new industry policies can often trigger the rapid speculation of funds on related stocks. Therefore, when the development prospects of the industry are relatively rampant, keeping pace with short-term funds, surfing new energy vehicle stocks is also a realistic choice. Analysts believe that if you participate in the market for new energy vehicles with the purpose of short speculation, the size of the equity of the selected species should be smaller. Yesterday's daily limit of BYD and Aotexun belonged to the "pocket" variety of circulating capital.
Third, select "performance + theme" stocks. For stable investors, the important reason why emerging industry stocks are not attractive is that most stocks have no performance support. However, the new energy automobile industry has a wide range of depth, which includes a large number of blue chip stocks, and also provides opportunities for stable investors. For example, from the perspective of valuation, the current P/E ratios of a large number of stocks related to the new energy automobile industry, such as Shanghai Automotive, Huayu Automotive, and Yutong Bus, are all around 10 times, providing investors with a high margin of safety.
Policies to stimulate stock prices The domestic macroeconomic growth rate is still in a downtrend channel. Therefore, although the liquidity environment is becoming increasingly loose, traditional cycle-type stocks have never been able to find a clear force point, which also makes more and more investors Start turning to emerging industries to find opportunities.
New energy vehicles are one of the important components of emerging industrial stocks. The sector strengthened substantially on Monday. On the whole, the WIND new energy auto index rose by 3.38% yesterday to close at 1,012.26 points, which was already ahead of the Shanghai and Shenzhen markets and set a new high for this round of rebound. From the perspective of specific stocks, Monday's Wanxiang Qianchao, BYD, and Aotexun's three new energy vehicle stocks rose daily. There was no decline in stocks in the sector.
Similar to the strength of most emerging industry stocks, the new energy vehicle sector rose sharply yesterday, which is closely related to the stimulation of related policies. Related parties recently issued a "Notice on Further Doing a Pilot Work for Demonstration and Promotion of Energy-Saving and New Energy Vehicles", involving a series of important contents such as promotion goals, preferential policies, and product catalogs. Analysts pointed out that from the specific content of the "Notice", the policy has been developed in the direction of "pragmatic" and laid the foundation for the new energy automotive industry to continue to advance.
The industry has enough depth Of course, the policy can only have a short-term impact on the stock price movement. From a medium-term perspective, the reason why new energy vehicles are noticed by the market is a more important reason that the industry has sufficient depth. From an economic point of view, industries with sufficient depth can get more attention from national policies. From the perspective of the market, only a concept with a certain degree of breadth may constitute a sustained attraction to funds, just like internet stocks of the year. The combing of the new energy automotive industry can be found that the industry includes the upper, middle and lower reaches of the three major sectors, and there are numerous listed companies.
The upstream is mainly power battery companies. From the performance point of view, in addition to the high cost of lithium batteries, in all performance indicators are better than other batteries, is the main direction of development of new energy automotive batteries. Lithium-ion battery-related listed companies, coupled with upstream raw material companies, constitute a huge sub-block itself.
The middle reaches mainly include motors and vehicle companies. In terms of motors, the listed companies such as Dayang Motor, Founder Motor, Jiangte Motor, and Huayu Automotive have either obvious technical advantages or have obvious leading advantages in terms of intervention time; in terms of vehicles, new energy vehicles are automobiles. One of the important development directions of the industry is that the auto vehicle companies in the A-share market are involved in this. Relatively speaking, BYD and other companies are moving faster.
The downstream mainly refers to the supporting charging piles. Charging pile can be divided into four modules - power distribution system, charging system, battery scheduling system and charging station monitoring system, which also makes many power transmission equipment suppliers have the concept of new energy vehicles, such as Guodian Nan Rui, Xu Ji Electric Wait.
Three major ideas for stock selection In terms of specific investment, analysts believe that the following three ideas can be focused on the new energy vehicle segment:
First, the development of the industry, supporting the first. For the development of new energy automotive industry, complete downstream supporting facilities are the most important basic work, which also means that the development of the industry will inevitably start from the investment of downstream charging piles. As a result, companies like Altynx, Senyuan Electric, which are related to the charging pile business, may become the first beneficiaries of the industry's development.
Second, follow the wave of funds to surf. Judging from the recent market performance, the introduction of new industry policies can often trigger the rapid speculation of funds on related stocks. Therefore, when the development prospects of the industry are relatively rampant, keeping pace with short-term funds, surfing new energy vehicle stocks is also a realistic choice. Analysts believe that if you participate in the market for new energy vehicles with the purpose of short speculation, the size of the equity of the selected species should be smaller. Yesterday's daily limit of BYD and Aotexun belonged to the "pocket" variety of circulating capital.
Third, select "performance + theme" stocks. For stable investors, the important reason why emerging industry stocks are not attractive is that most stocks have no performance support. However, the new energy automobile industry has a wide range of depth, which includes a large number of blue chip stocks, and also provides opportunities for stable investors. For example, from the perspective of valuation, the current P/E ratios of a large number of stocks related to the new energy automobile industry, such as Shanghai Automotive, Huayu Automotive, and Yutong Bus, are all around 10 times, providing investors with a high margin of safety.
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