2023 New Energy Vehicle Stock Recommendations
New energy vehicles are a popular concept sector recently, but many netizens don’t know what new energy vehicle concept stocks are. Today, the Hexun Stock Channel compiled What are the recommended new energy vehicle stocks in 2023 for your reference? Everyone is welcome to read!
What are the leading new energy vehicle concept stocks
Junda Shares (002865)(002865)
The main business of Hainan Junda Automotive Trim Co., Ltd. It is engaged in the research, development, production, and sales of automotive plastic interior and exterior trim parts. Its business covers automotive dashboards, bumpers, door guards, accessories integration, etc.
Jinbo Co., Ltd. (688598)
The main business of Hunan Jinbo Carbon Co., Ltd. is the research and development, production and sales of advanced carbon-based composite materials and products; its main products It mainly includes single crystal drawing furnace thermal field system products, polycrystalline ingot furnace thermal field system products, vacuum heat treatment products, etc. The company has exclusively or as the first drafting unit taken the lead in formulating 5 national industry standards, owns the "Hunan Provincial Engineering Research Center for Low-Cost Preparation Technology of Carbon/Carbon Composite Materials", and has obtained 65 domestic and foreign patent authorizations, taking a leading position in the industry. .
Zhongrong Electric (301031)
The main business of Xi'an Zhongrong Electric Co., Ltd. is the research and development, production and sales of fuses and related accessories. The main products are power fuses , electronic fuses, and excitation fuses, among which the leading products are power fuses. It is currently one of the companies with the most complete quality system and product safety certification in the field of power fuses in China. It was recognized as a "high-tech enterprise" within 10 years. At present, the company and its subsidiaries *** have 98 national patents, including 1 invention patent, 93 utility model patents, 4 design patents, and multiple invention patent applications are in the process. The company has won the Ministry of Science and Technology's "Technological Innovation Fund for Small and Medium-sized Enterprises" award, the "Top Ten Innovative Enterprise Award" in China's energy-saving and new energy automobile industry in 2017, and the "Best Supplier" in China's renewable energy power generation system industry in 2018. "Shaanxi Province Famous Trademark", "Xi'an Famous Trademark", 20-year "Xi'an Longmen List T...
Sungrow (300274) (300274)
Sungrow Co., Ltd. The company is a high-tech enterprise focusing on the R&D, production, sales and service of new energy power equipment such as solar energy (000591), wind energy, energy storage, and electric vehicles. Its main products are photovoltaic inverters, wind power converters, and energy storage systems. , new energy vehicle drive systems, water surface photovoltaic equipment, and smart energy (600869) operation and maintenance services. The company has successively won the top 30 new energy companies in China (600617), the top 100 global new energy companies, and the national "contract-abiding and credit-abiding" enterprises. Asia's Best Employer and other honors
Wencan Group Co., Ltd.'s main business is the research and development of automotive aluminum alloy precision die castings. Production and sales. The company's main products are aluminum alloy die-casting parts for automobiles. The company's main customers are well-known domestic and foreign vehicle manufacturers and parts manufacturers, so the production equipment selected is at an advanced level internationally and in the same industry. .
Zhaowei Mechanical and Electrical (003021)
The main business of Shenzhen Zhaowei Mechanical and Electrical Co., Ltd. is the design, research and development, and production of precision transmission systems. The company's main products are micro transmission systems. , precision parts and precision molds, etc. In 2019, he won the special prize of the China Machinery Industry Science and Technology Award, the Gold Award of Good Design, and the second prize of the National Science and Technology Progress Award. In 2020, he won the China Industrial Award for Commendation and the "Micro Transmission System" won the third prize. Five batches of national manufacturing single champion products; established Shenzhen Enterprise Technology Center, Guangdong Micro Gear Transmission Engineering Technology Research Center and Mechanical Industry Micro Transmission System Engineering Technology Research Center; recognized as Guangdong Province Robot (300024) backbone enterprise, China Gear The most promising enterprise in the industry
Rikeda (688800)
Suzhou Rikeda Connection System Co., Ltd. is mainly engaged in the research and development, production and sales of connection system products. and services. The company's main products include connecting devices and connector modules. The company currently has 14 invention patents, 125 utility model and appearance patents, and 2 overseas patents. It has also participated in the formulation of a number of industry standards.
As a national high-tech enterprise, the company has always regarded technological innovation as the driving force for its sustainable development and continuously launched new products that adapt to the market. The company's "HS High Speed ??High Density Rectangular Printed Board Connector" independent research and development project was included in the 15-year National Torch Plan.
Star Semiconductor (603290)
Jiaxing Star Semiconductor Co., Ltd.’s main business is the design, research and development, and production of power semiconductor chips and modules, mainly IGBTs. It is sold externally in the form of IGBT modules. The main products include 600VIGBT module series, 1200VIGBT module series, 1700VIGBT module series, MOSFET module series, 600VIPM module series, etc.; the products can be used in different fields with power ranges from 0.5kW to more than 1MW, including: frequency converter_electric welding machine_induction heating_ Laser_solar/wind power generation devices, high-voltage DC transmission and transformation devices, household appliances, locomotive traction, UPS, medical equipment, etc. According to the latest report released by IHS, a world-renowned market research institution, in 2018, the company ranked eighth in the global IGBT module market in 2018, with a market share of 2.2%, and was the only Chinese company to enter the top ten...
Emma Technology (603529)
Emma Technology Group Co., Ltd.’s main business is the research and development, production and sales of electric bicycles. The company’s main products are electric bicycles. The company has won the first place in the electric bicycle industry's brand power in the C-BPI (China Brand Power Index) released by the Ministry of Industry and Information Technology for seven consecutive years since 2012, and has won the first place in customer satisfaction in the electric bicycle industry for four consecutive years since 2013. On May 28, 2018, the company received the "First Batch of Electric Bicycle Manufacturers that Meet the New National Standards" issued by the National Light Electric Vehicle and Battery Product Quality Supervision and Inspection Center and Industrial Product (Light Electric Vehicle and Battery) Quality Control and Technology Evaluation Laboratory. "Certificate. In September 2018, the quality supervision department strictly inspected the quality integrity issues of each enterprise. The company relied on its integrity-based entrepreneurial philosophy and excellent product quality to win the title of "National Quality Integrity Benchmark Typical Enterprise" issued by the China Association for Quality Inspection (No. For China Inspection and Quarantine Association...
AVIC Optoelectronics (002179)(002179)
AVIC Optoelectronics Technology Co., Ltd. is specialized in high-reliability optical, electrical, fluid connectors and related equipment A high-tech enterprise that engages in R&D, production, sales and service, and provides systematic interconnection technology solutions. The company's main products include electrical connectors, optical devices and optoelectronic equipment, cable assemblies and integrated products, fluid components and liquid cooling equipment. etc., mainly used in defense fields such as aviation and aerospace, as well as high-end civilian manufacturing fields such as communications and data transmission, new energy vehicles, rail transportation, consumer electronics, industry, energy, medical care, intelligent equipment and robots.
Top ten leading new energy stocks (ranking of China's top ten photovoltaic companies)
1. 1. Longi Co., Ltd.: the leader in new energy.
2. The company plans to invest in new energy in Taizhou City. A new holding subsidiary was established in the industrial park as the investment entity to implement the project, mainly responsible for the implementation of purification decoration and mechanical and electrical installation projects, and the purchase and installation of equipment. The project company invested approximately 2.4 billion yuan.
3.2. Tianqi Lithium: leader in new energy.
4. The world's leading supplier of new energy materials with lithium as its core, the world's second largest and Asia's largest lithium producer; its subsidiary Talison owns the world's largest lithium company. The spodumene mine with the largest reserves and the best quality is being mined; it is mainly engaged in the development of hard rock lithium ore resources, the processing and sales of lithium concentrates, and the production and sales of lithium chemical products; the revenue from lithium mines in 2018 was 2.202 billion yuan, lithium compounds and Derivatives revenue is 4.041 billion yuan, accounting for 99.97% in total
5. 3. CATL: leader in new energy
6. BYD Automotive Industry Co., Ltd. is a new energy company. A joint venture established with Daimler Greater China Investment Co., Ltd. focusing on domestic high-end electric vehicles
7. 4. BYD: leader in new energy.
8. 5. In order to enhance the comprehensive market competitiveness of BAIC's new energy model products, CATL and BAIC New Energy have established a joint R&D team to carry out in-depth cooperation in new power battery packs.
9. 6. Putilai stock 603659, the latest stock price is 150.67 yuan, the total market value is 104.631 billion yuan, an increase of 103.61% in the past year.
10. On the evening of November 30, 2017, the company announced that the company planned to increase its capital by 102 million yuan to Shandong Xingfeng New Energy Technology Co., Ltd. to obtain 51% of the equity of Xingfeng New Energy.
11. Xingfeng New Energy is mainly engaged in the graphitization processing business of lithium battery anode materials. It has outstanding advantages in the field of graphitization processing technology and has been generally recognized by domestic and foreign lithium-ion battery and anode material customers. Inner Mongolia Xingfeng, a subsidiary of the company, plans to build a production base in Zhuozi County, Ulanqab, Inner Mongolia, which is currently in the early planning stage.
12. The company’s external investment this time is to improve the industrial chain layout of the anode material production, processing and manufacturing process, and to obtain the technical and cost advantages of the graphitization processing link.
13. In the 2021 mid-year report, the company’s revenue was 3.923 billion yuan and net profit was 774.8699 million yuan, a year-on-year increase of 293.93%.
14. 7. China Nuclear Power Stock 601985, the latest stock price is 5.89 yuan, with a total market value of 102.816 billion yuan, an increase of 30.89% in the past year.
15.--In the 2021 mid-year report, the company's revenue was 29.773 billion yuan and net profit was 4,474.1018 million yuan, a year-on-year increase of 46.23%.
The leading stocks of new energy vehicles include the following:
CATL (300750): The main business is focused on the research and development and production of new energy vehicle power battery systems and energy storage systems. and sales, committed to providing first-class solutions for global new energy applications;
BYD (002594): No. 1 in comprehensive strength of domestic new energy vehicle technology. Mainly engaged in automobile business including new energy vehicles and traditional fuel vehicles, mobile phone parts and assembly business, secondary rechargeable batteries and photovoltaic business;
SAIC Group (600104): Main business is automobiles, motorcycles Production and sales of various complete motor vehicles, tractors, etc., mechanical equipment, assemblies and parts;
CRRC (601766): is a transportation equipment and machinery manufacturing enterprise;
Weichai Power (000338): A key enterprise in the domestic gas turbine industry, leading major domestic fuel cell industrialization issues;
Yiwei Lithium Energy (300014): The main business is consumer batteries and power batteries. R&D, production and sales;
Great Wall Motors (601633): an enterprise mainly engaged in the R&D, production and sales of complete automobiles and auto parts;
GAC Group 9601238) : The existing main businesses include five major business sectors: research and development, complete vehicles, parts, business services, and finance, forming a complete closed loop of the automotive industry chain;
Inovance Technology (300124): Is a company focusing on industry R&D, production and sales of automation and new energy related products, positioning itself as a technology company serving mid-to-high-end equipment manufacturers;
Wanxiang Qianchao (000559): involved in new energy vehicle powertrains, with electronic control , motors and batteries have a relatively complete industrial chain and industrial scale;