SMM: under the guidance of the first equipment Industry Department of the Ministry of Industry and Information Technology, the "Energy Saving and New Energy vehicle Technology Roadmap 2.0" led by the Chinese Society of Automotive Engineering has been officially released, which puts forward six major goals for the development of China's automobile industry in 2035. According to the road map plan, by 2035, the sales of energy-efficient vehicles and new energy vehicles will each account for 50%, the automobile industry will be electrified, and the number of fuel cells will reach about 1 million. Traditional energy-powered passenger vehicles are all hybrid, and new energy vehicles will become mainstream, accounting for more than 50% of sales.
It is reported that the biggest change in the roadmap lies in the change in the view of "hybrid", proposing to actively promote the "hybrid" of traditional cars and replace the "fuel ban schedule" with a "comprehensive electric drive plan".
Various signs show that new energy vehicles have increasingly become a rigid demand. Following the upgrading of Shanghai's "outer brand" traffic restrictions, the new energy vehicle industry has ushered in another positive this week. Another electric car super factory was completed and put into production in Shanghai today. This new SAIC-Volkswagen vehicle base is the first newly built MEB (pure electric vehicle modularization) platform factory in the world with an investment of 17 billion yuan by Volkswagen Group.
Anxin Securities Research News said that Tesla and Volkswagen MEB models are the core drivers of high growth downstream. After the domestic Model3 subsidy price is reduced to less than 250000, sales are expected to accelerate growth; the domestic Volkswagen MEB model will soon be on the market, which is an important product end support to drive Xinneng cars to continue to exceed expectations next year.
With the improvement of the penetration rate of new energy vehicles, production and marketing continue to rise, and the industrial chain will continue to rise.
Guohai Securities Research newspaper proposes to lay out three main lines:
The main results are as follows: 1) the leaders of industry segmentation with reversal of predicament and great difference in expectation should be promoted by science and technology, BYD and Xin Wanda;
2) benefiting from the significant improvement of the supply and demand pattern of the industry recovery, the product price is expected to continue to rise in the lithium hexafluorophosphate / solvent / electrolyte industry chain: Shi Da Shenghua, Tianji Materials, New Zebang, Tianji shares, Polyfluoro;
3) the sub-industry leaders with significant advantages and a large callback: Ningde era, Yiwei LiNeng.
In addition, lithium devices are also favored by the agency. Minsheng Securities said on October 19 that it continues to be optimistic about the lithium equipment industry. At present, the industry is single and full, and the feedback mechanism of long-term cooperation with high-quality customers brings technical barriers; at the same time, the leading leader has a stronger capacity to expand production, which can match the production expansion cycle of the industry and increase market share. It is recommended to pay attention to lithium equipment enterprises with core customers such as Ningde Times and LG, with emphasis on: pilot Intelligence and Nebula shares.
In addition, the Bank of China Securities Research News said that it is expected that the hybrid technology route will be paid more attention by car companies, which is good for Toyota, Geely and other car companies that have strong technical capabilities in the hybrid field, and industrial chain labels such as Wanliyang, Ke Liyuan, and double-ring transmission are expected to benefit.
