SMM11 March 24: in early trading today, the new energy vehicle plate strengthened, Wenzhou Hongfeng rose by the daily limit, Shuangjie Electric and Yaxing bus rose by more than 10%, and well-off shares and Trent rose nearly 10%.
The policy of new energy vehicles is favorable, and relevant measures have been introduced in various areas, such as energy conservation and emission reduction, infrastructure construction, rewards and subsidies, and clean fuels, to support the development of new energy vehicle industry. For example, Fujian has listed new energy vehicles as a key project; Weifang, Shandong has cultivated a new energy innovation center and a new energy test center, and the annual output value of the whole hydrogen industry chain has exceeded 5 billion yuan; and Ningxia has vigorously promoted new energy buses, accounting for 32% in 2020.
Soochow Securities believes that new energy vehicles will enter an era of high growth in 2021 and are expected to become the fastest growing market segment in 2021. With the further expansion of the demand-side market and the improvement of the quantity and quality of supply-side models, the wholesale sales of neutral scenarios are expected to reach 1.66 million, while those of optimistic scenarios are expected to reach 2.04 million.
Affected by the rapid development of the new energy vehicle industry, it is good for the upstream lithium battery market. Fengyuan shares rose by the limit, Xiongtao shares and Yongxing materials rose.
Mou Guohong, a strategist for the securities industry in the Central Plains, said that the price of raw materials in the upstream has generally bottomed out and rebounded, in which the price of the electrolyte-related industrial chain first suppressed and then rose sharply; the global smartphone is expected to decline by more than 10% in 2020 and will resume growth in 2021; the concentration of the global power battery industry has increased, and the increment of power battery installation in China mainly depends on passenger cars, and the share of domestic second-tier power battery enterprises has increased significantly. In terms of technical system, ternary and lithium iron phosphate will coexist for a long time. Combined with the trend of upstream raw material prices, the forecast of sales of smartphones and new energy vehicles, as well as the advantages of China's industrial chain, the overall growth rate of plate performance is expected to increase in 2021.
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