What are the new energy vehicle concept stocks?
The reason for the formation of the new energy vehicle concept is that my country attaches great importance to the development of new energy vehicles and provides great policy preferences. The emergence of new energy vehicles is consistent with the emphasis on environmental protection. The following are the new energy vehicle concept stocks that the editor brings to you? Let’s take a look below!
List of leading new energy vehicle concept stocks
Tianqi Model (002510): leading stock, Zhejiang Spacetime Energy Technology Co., Ltd. is a company focusing on the research and development, production and sales of power battery systems An innovative enterprise, after the completion of this transaction, the company will quickly enter the field of new energy vehicle lithium-ion power battery systems.
In 2020, the company achieved a net profit of -825 million, a year-on-year increase of -1025.32%.
According to news on October 22, Tianqi Mold's stock fell 1.21% to 4.07 yuan as of the close at 15:00; within 5 days, the stock price fell 1.97%, with a market value of 3.832 billion yuan.
BYD (002594): a leading stock, ranked first in China’s new energy vehicle technology comprehensive strength.
The 2020 annual report shows that BYD’s net profit was 4.234 billion, with a year-on-year growth rate of 162.27%.
According to the closing news on October 22, BYD has gained 31.08% this year. As of 15:00, the stock rose 4.53% to 300 yuan, with a total market value of 858.343 billion yuan and a PE of 204.08.
Landai Technology (002765): A leading stock. As the leading unit of major national science and technology projects, "Landai Car Transmission Assembly and Parts" and "Landai Car Transmission Assembly 8A4+1" won the The title of "Chongqing Famous Brand Product", "LD517MF Transmission Assembly" and "LD Type Automobile Transmission Assembly" were recognized as "Chongqing High-tech Products" and obtained a number of authorized patents.
The 2020 annual report shows that Landai Technology’s net profit is 7.72 million.
According to the closing news on October 22, Landai Technology’s stock price fell by 0.56% within 5 days, and has increased by 17.11% this year. The latest price was 7.13 yuan, with a transaction volume of 80.8419 million yuan.
CATL (300750): leading stock, announced on February 25, 2019, the company cooperated with Beijing New Energy Vehicle Co., Ltd. (hereinafter referred to as BAIC New Energy) and Beijing Pride New Energy Battery Technology Co., Ltd. The company (hereinafter referred to as Pride) signed the "Medium and Long-term (19-2023) Deepening Strategic Cooperation Agreement" for business deepening cooperation starting in 2019 and for the following five years.
The 2020 annual report shows that CATL’s net profit was 5.583 billion, with a year-on-year growth rate of 22.43%.
As of press time, CATL (300750) rose 0.91% to 601.4 yuan, with a transaction volume of 6.612 billion yuan, a turnover rate of 0.54%, and an amplitude of 0.906%.
Other new energy vehicle stocks include: Dongfeng Motor, Wansheng Co., Ltd., Yongtai Energy, Haowu Co., Ltd., Dongxu Optoelectronics, Changhong Huayi, Jiangsu Cathay, Nebula Co., Ltd., Jinhe Galaxy, and HKUST Guochuang , Tongfeng Electronics, Slack, Wenzhou Hongfeng, Pioneer Intelligent, Keda Intelligent, Farah Electronics, etc.
Development prospects of new energy vehicles:
The popularity of new energy vehicles has been accelerating, and various countries have also introduced correspondingly strict emission standards to promote the development of new energy vehicles. At present, the three major technologies of new energy vehicles are fuel cell technology, pure electric technology and hybrid technology.
The main uses of new energy passenger cars purchased by consumers today include commuting, transporting family members/children, living and entertainment, short-distance travel, visiting parents and relatives, etc. , has been able to cover the basic needs of consumers. For consumers, the main cost of using traditional cars depends on the price of gasoline, while the main cost of using new energy passenger cars depends on the price of electricity.
As consumers’ acceptance of new energy passenger vehicles increases, the cost performance of new energy passenger vehicles will gradually increase. It is expected that sales of new energy passenger vehicles will maintain rapid growth from 20 to 2023, with a compound growth rate that may exceed 50%. At the same time, the bus market, which is dominated by urban bus transportation, will recover, and the special vehicle market will continue to grow at a rapid pace.
However, in the long run, pure electric technology should be more promising.
Because we are currently in the transition period between fuel vehicles and pure electric vehicles, electric vehicles have really low energy consumption and can achieve no emissions. However, it is not only charging technology that restricts the development of pure electric vehicles, but also imperfect supporting facilities. This is the most taboo issue for many consumers when choosing pure electric vehicles. What are the new energy vehicle concept stocks? 1. Southern Precision
The company's research and development technology and product performance have reached the leading position in the needle roller bearing industry, and in the field of new energy vehicles , the transmission bearings developed and produced by the company are mainly used in this field. At present, most of the customers controlled by the company are mid-to-high-end customers.
2. Evergreen Shares
The total market value is 5.718 billion, and the gross sales profit margin is 14.41%
In terms of automotive stamping and welding parts, the company is among the earliest in my country. Focusing on the top production suppliers in this field, the company is also one of the very few manufacturing suppliers in my country that can perform automotive stamping for business, family sedans and other vehicles. It has already supplied products to a number of new energy vehicles.
3. Dehong Co., Ltd.
In the field of generators for commercial vehicles, the company has always maintained a leading position in the industry. The core products it develops are mainly used in the new energy automobile industry. With the rapid development of new energy vehicles, the demand for the electronic vacuum pump developed by the company will continue to increase in the future.
4. Songzhi Co., Ltd.
As one of the top companies in the manufacturing of mobile air conditioners, with years of unremitting development, the company has become a domestic mobile air conditioner with complete specifications and varieties and high technical content. As a manufacturer and supplier of air conditioners, some key components of battery thermal management for new energy passenger vehicles developed by the company have been used by a small number of customers.
5. Shuanglin Co., Ltd.
As the top enterprise in the powertrain of new energy vehicles in my country, the company has long been engaged in the research and development of new energy electric vehicles in the field of electric drive. The core of its development The main products include drive motors and motor controllers, and it is also striving to develop into an excellent solution provider for new energy vehicle powertrains.
6. Jin Hongshun
The company has a large leading advantage in aluminum alloy stamping technology. At the same time, the company is also actively optimizing and upgrading product development and service experience. The company seizes the development opportunities of new energy vehicles and continuously invests in research and development costs to develop and produce new products.
What are the new energy vehicle concept stocks?
1. Passenger cars
1. Yutong Bus and King Long Automobile: The company has successfully developed hybrid models.
2. Foton Motor: A company that has emerged due to new energy vehicles, Beijing Public Transport Group has ordered 800 hybrid buses from Foton Motor.
3. Zhongtong Bus: The level of pure electric buses is relatively high. The company’s products include low-floor hybrid buses and Olympic pure electric buses.
4. Ankai Bus: Cooperated with Shanghai Ruihua and the National Olympic Organizing Committee to develop pure electric buses, pure electric buses, etc., and has conducted in-depth research on buses equipped with engines.
5. New materials of the times: hybrid and pure electric bus technology leads the country.
2. Cars
1. FAW Cars: The company's products include strong hybrid new power vehicles with relatively advanced technology.
2. SAIC Motor: It has commercialized hybrid electric vehicles.
3. Wanxiang Qianchao: Its subsidiaries have comprehensive development in batteries, motors, electronic controls and assemblies, and their technical level is domestically leading.
4. Changan Automobile: Plans to develop high-tech, small-displacement vehicles.
3. Batteries
1. Polyfluoropolymer: a lithium battery industry enterprise that sells lithium hexafluorophosphate.
2. Jiangsu Cathay: the domestic market share of lithium battery electrolyte exceeds 30%.
3. Binbin shares: the largest supplier of lithium battery comprehensive materials in China
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