രചയിതാവ്: ഐഫ്ലോപവർ – പോർട്ടബിൾ പവർ സ്റ്റേഷൻ വിതരണക്കാരൻ
According to data released by my country Automotive Industry Association, in November, my country's auto production, sales of 30,800,000 vehicles and 29.58 million, and the production and sales volume increased by 2.3% and 0.
7% respectively, of which production creation history new highs. From January to November 2017, 25999 million and 25.845 million were completed, and 3.
9% and 3.6%, respectively, below the same period of last year, 10.4 and 10.
.5 percentage points; Haitong Securities expects that in 2017, the overall car sales will reach 2.902 million, up 3.
9% year-on-year. In November, new energy auto produced, the pin was 122,000 and 119,000, and the 102.8% and 30.
5% respectively were raised, respectively, from 70.1% and 83%, respectively. From January to November, new energy auto produced, sales accumulated 609,000 and 609,000, increased by 49.
7% and 51.4%, respectively. Outlook 1: New energy car sales reached a million Haitong Securities expectation, looking forward to 2018, in the context of no stimulus policy, my country's auto industry is expected to grow at 2.
5%, and the bottom of the third quarter. The relevant person in charge of my country's Automobile Industry Association said that the whole year of new energy vehicles have been sold or close to 800,000 vehicles. It is expected that new energy vehicles in 2018 will reach 1 million units.
The investment securities said that if the subsidy will have a short time in 2018, it will affect the earnings of car enterprises, but the medium and long-term, the dual-point policy will pour the car enterprise to speed up the new energy car. Outlook 2: Subsidy Slave Trend This day, there are news from the previous day, and the products in the 2018 continuettable mileage will no longer enjoy subsidies, and this adjustment will affect the new energy car currently 70%. In addition, local subsidies or will face cancellation.
Industry insiders said that the subsidy of new energy vehicles, the technical indicators require higher substantially a trend, and the government subsidies are no longer an important driving force for the company's development. According to media reports, the relevant people of the Ministry of Commerce have previously stated that with the improvement of technology development and infrastructure, the market demand for new energy vehicles will continue to be large. Outlook 3: The powerful lithium battery is expected to develop the industry insiders, canceling the subsidies of low-end new energy vehicles, or paying the new energy vehicle industry to pay more attention to core technologies such as battery energy density, and the higher the energy density Will enjoy high subsidy quota.
The relevant person in charge of Shenzhen Watma Battery Co., Ltd. Shenzhen Watma Battery Co.
, ലിമിറ്റഡ്. said that the development of the power lithium battery industry will farewell to the fiscal stimulus, and the competition is increasing, but the power lithium battery industry will develop rapidly. It is reported that in terms of enhancing energy density, Watma's cylindrical phosphate high energy power lithium battery capacity has reached 6.
5ah, and the monomer energy density can reach 160Wh / kg next year. Outlook 4: The giant entry competition will be more violently recently, Ali strategy investment Xiaopeng car delivery, accounting for 10%. Previously, Tencent has been divided into a share of shares.
In March this year, Baidu and Tencent gave a C-round financing of the car. In November this year, Baidu led the $ 1 billion of Weima. At this point, my country's three giants have entered the category of new energy vehicles.
According to the industry, with the entry of BAT three giants, under the promotion of capital, domestic new energy vehicles will enter a new round of market competition. At the 10th of this year, the Ministry of Industry and Information Technology announced the "Road Motion Vehicle Processing Company and Product Notice" (302th batch), including Xiaopeng Automobile, the new product intensive entry of Internet products such as Juanluo. In the industry, Internet companies have entered the new energy automotive industry, and there is still general lack of core competitiveness, and many traditional car companies have been involved in new energy vehicles, and the competition will be very violent in the future.