New energy vehicle plan activates lithium electric power lithium battery prospects optimistic

　　Author ：Iflowpower – Portable Power Station Supplier

On September 5, according to the media reports, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Finance, said that the implementation of energy conservation and new energy automobile policies, and the "Energy Saving and New Energy Automobile Industry Development Plan" is currently in Approval stage. Affected by this news, the new energy vehicle in the secondary market yesterday performance fell. The valuation is basically reasonable yesterday (five days), although the overall performance of the market is very integrated, the new energy car is expected to be in the expected policy of a good policy.

Among them, many valuations have been underestimated in the market. As of yesterday, in the new energy vehicle sector, the power of Shuguang shares has been reported, and the report is 7.62 yuan.

Futian car rose 0.13%, received 7.81 yuan.

Jianghuai car rose 0.25%, received 8.10 yuan.

Shanghai car closed 15.39 yuan, slightly 0.06%.

Market people expect to support new energy policy support, 2010-2015, my country's annual new energy vehicle demand will reach 352,000, 2015 demand will reach 977,000, with an average annual increase rate of 216%. Yu Bing, An analyst at Ping An, believes that most of the new energy vehicle sector in the first half of 2011 achieves rise, and the performance of the sector is about 35%. Since the draft Chinese New Energy Automobile Industry Plan, the maximum increase of the plates has reached 58.

19%. The market has increased by 40.48%, and the industry leads a broader market.

The industry sector has been introduced in the past year in the past year, and it has already fallen. At present, the average P / E ratio of new energy automobile sectors is about 32 times, and the non-rational enthusiasm in the industry sector has resolved, and the industry is regained. Lithium-electricity benefits are worth noting that new energy vehicle planning is not the biggest, even many experts believe that new energy vehicles are in the early stages of promotion, due to the contrast facilities, the new energy vehicle market is very Difficult to expand.

Therefore, it is difficult to make the sales of new energy vehicles, it is difficult to determine if it is very difficult to determine the sales of new energy vehicles. In this regard, the market believes that after the introduction of "Energy Saving and New Energy Automobile Industry Development Plan", the order of the new energy automobile industry is basically the battery, motor, power station and other parts and supporting sectors, the whole vehicle manufacturer, Upstream raw material field again. Therefore, the future opportunity of the battery industry is most optimistic by the market.

From technology (resources), policies, performance, three standards, three standards, to investigate the investment value of new energy automobile industry chain listed companies in the A-share market, and upstream lithium resource companies have more investment opportunities. Zhou Tai Seagull, the national securities analyst, believes that in the grand largest industry in the new energy industry, the dynamic lithium-ion battery has a revolutionary development direction, lithium resources, and downstream industries will become the most developing prospect. Zhou Seagull said that strong look at the investment value of lithium-related listed companies.

Yesterday, Yi Qi lithium can be closed at 17.27 yuan, rising 1.17%; Desai battery is charged 25.

80 yuan, up 1.18%. A large chance is a big chance.

In addition, the "New Material Industry Twelfth Five-Year Development Plan" has identified that it will be announced at the first my country International New Material Industry Expo on September 6. Fang Zheng Securities Non-colored New Materials Industry Senior Analyst Deng Xinrong believes that the strategic planning of dynamic lithium-ion battery materials and rare earth permanent magnet materials in the 12th Five-Year Plan, will have a positive significance for new energy automotive industries. Industry insiders believe that these will become a catalyst that new energy vehicles, especially battery material plates.

In the same part of the stock, Yu Bing said that it is optimistic about the growth of the national industrial policy development direction and has the advantage of the core technology advantage. It is recommended that investors can invest in companies to invest in companies in the new energy automotive sections. Zhou Xi, the Bohai Securities Analyst, believes that investors can put out the power chain of the powered lithium-ion batteries in advance.

In terms of the manufacture of the whole vehicle, Zhou Xi believes that in the near 3-5 years, new energy passenger car investment opportunities will be better than the new energy passenger car. But as a downstream manufacturer, long-term perspective, the vehicle market investment is not as good as the upstream resources and core components. .