The production and sales of new energy vehicles fell sharply in January, and the allocation of new energy vehicles to the institutions also fell to a lower level. However, some private placements in South China are optimistic about the opportunities brought by new energy vehicle manufacturers due to the decline in power battery prices. Potential jiacang related stocks in this sector.
These private placements believe that major auto companies are engaged in fierce price negotiations with battery suppliers. Due to overcapacity of power batteries, automakers are currently charging prices for power battery manufacturers. It is expected that the price reduction of power batteries in 2017 is the main theme. Since power batteries account for about one-third of the cost of new energy vehicles, the decline in power battery prices has increased the profitability of new energy vehicles.
The price trend of power batteries is a game in the short term, but in the long run, it will be greatly reduced by the influence of technological progress. Private equity sources believe that from the perspective of battery price trends in the past, it is expected that the price of power batteries will continue to drop sharply in the future, and the life and performance of batteries will be greatly improved. By 2020, the price of power batteries may fall by half and performance will double. New energy The price/performance appeal of the car will be enhanced.
The above-mentioned private equity also believes that car electrification will be a major trend in the development of the automotive industry. The best carrier for automotive intelligence and automotive Internetization is electric vehicles, not traditional cars. Electric vehicles are more in line with the consumption habits of the younger generation. Once the cost declines into a critical point, the demand for new energy vehicles will explode. The promotion speed of new energy vehicles may be faster than the market imagined. In the recent “China Electric Vehicle Hundred People Forum (2017)”, Li Shufu, chairman of Zhejiang Geely Holding Group, admitted that by 2020, the car produced by the group will 90% are new energy vehicles.
Some brokerage researchers also said that the bottom of the stock price of new energy vehicles has arrived. Soochow Securities said that the release of new energy vehicle production and sales will accelerate this year, and it is expected that the first quarter high growth can be expected. At the same time, the industry chain bargaining will also have preliminary results, and the high-quality stocks in the jiacang sector are the best choice. Guosen Securities believes that in the second quarter, all leading enterprises of new energy vehicles are expected to enter the period of concentrated production, maintaining the optimistic judgment of the year.

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