SMM News: a few days ago, the China Association of Automobile Industries released May automobile production and marketing data for May. In May, the production and sales of new energy vehicles completed 112000 and 104000 respectively, an increase of 16.9% and 1.8% respectively over the same period last year. From January to May, the production and sales of new energy vehicles were 480000 and 464000, respectively, up 46.0 and 41.5 percent over the same period last year, and from January to May, the production and sales of fuel cell vehicles were 553 and 545, respectively, up 476 and 478.8 percent over the same period last year.
Analysts said that although the growth rate of new energy vehicle sales slowed from the monthly data for May, compared with the year-on-year decline in sales for the automotive industry as a whole (including new energy vehicles and fuel vehicles) in May, the new energy vehicle market is still in an upward boom range, and it is worth mentioning that the increase in fuel cell vehicle sales is particularly significant. Or will help new energy vehicle sales return to the rapid growth of the "track."
Secondary market, "Securities Daily" statistics found that this week, the new energy vehicle concept plate as a whole good performance, 232 stocks during the cumulative rise, accounting for more than 90%. Sinosteel Tianyuan, Yingkorui and other two stocks rose most significantly during the period, reaching more than 20%. In addition, 20 stocks, including Ocean Motor, Nachuan shares, Yaxing bus, Koliyuan and so on, also rose more than 10% during the period.
In terms of capital flows, since the beginning of this week, 118 stocks in the new energy vehicle concept plate have achieved a large net inflow of capital, with a total net inflow of 2.198 billion yuan. Among them, Weichai Power (239.5473 million yuan), Nachuan shares (183.7914 million yuan), Koliyuan (106.8679 million yuan), Yaxing bus (106.703 million yuan), 100 million Weft Lithium Energy (101.3394 million yuan) and other five stocks received a total of more than 100 million yuan within a week, the above five stocks attracted a total of 738 million yuan.
For the plate layout, Minsheng Securities said that in May, new energy vehicle production and sales have achieved a certain degree of growth. In the future, driven by the policy, the demand for passenger vehicles is expected to be further released, and the updating and upgrading of special vehicles will also bring about greater increments, providing support for the growth of production and sales of new energy vehicles. From the structural point of view, the trend of pure electric passenger vehicles to A-class vehicles is more certain, the process of the overall high-end of the industrial chain is steadily deepening, high energy density and other related demand will continue to increase. The change in subsidy policy is expected to lead to the differentiation of demand for downstream new energy passenger vehicles, and the application space of lithium iron phosphate battery is expected to be expanded. It is suggested that attention should be paid to Enjie shares, 100 million Weft Lithium Energy, Dangsheng Technology, New Zeus, God-given Materials and other related targets.