Overview of automobile new energy concept stocks
With the improvement of global environmental awareness, new energy vehicles, as a kind of green transportation, have attracted more and more attention. At the same time, with the rapid development of new energy automobile industry, new energy automobile concept stocks have also become the focus of investors' attention. Let's take a look at the list of new energy vehicle concept stocks! I hope it will help everyone!
Development prospect of new energy vehicles;
The popularization of new energy vehicles is accelerating, and countries have also introduced corresponding strict emission standards to promote the development of new energy vehicles. At present, the three technologies of new energy vehicles are fuel cell technology, pure electric technology and hybrid power technology.
At present, the main uses of new energy passenger cars purchased by consumers are commuting, picking up family/children, living and entertainment, short trips, visiting parents and so on. , has been able to cover the basic needs of consumers. For consumers, the main use cost of traditional cars depends on gasoline prices, while the main use cost of new energy passenger cars depends on electricity prices.
With the increase of consumers' acceptance of new energy passenger cars, the cost performance of new energy passenger cars will gradually improve. It is predicted that the sales volume of new energy passenger cars will maintain rapid growth in 20-22 years, and the compound growth rate may exceed 50%. At the same time, the bus market dominated by urban public transport will recover, and the private car market will continue to increase.
But in the long run, pure electric technology should be more promising. Because at this stage, it is in the transition period between fuel vehicles and pure electric vehicles, the energy consumption of electric vehicles is really low, and it is impossible to achieve zero emissions. However, it is not only the charging technology that restricts the development of pure electric vehicles, but also the imperfection of supporting facilities, which is the most taboo problem for many consumers when choosing pure electric vehicles.
Leading enterprises of new energy automobile concept stocks
1. Tesla
Tesla is one of the most famous manufacturers of new energy vehicles in the world. The company's main products include electric vehicles such as Model, ModelX and Model3, as well as solar panels and other products. Tesla occupies an important position in the field of new energy vehicles, and its innovative technology and high-quality products are recognized by the market. Tesla shares have attracted worldwide attention, and its market value has surpassed that of many traditional automobile companies.
2. Neo
NIO is one of the leaders in China's new energy vehicle market. The company's main products include a variety of electric SUVs such as ES6 and ES8, as well as products such as PowerHome. NIO has strong technical research and development strength and market expansion ability in the field of new energy vehicles, and its sales volume and market value are also rising.
3. BYD Company Limited
BYD is one of the manufacturers of new energy vehicles in China. Its main products include e6, Tang and other electric vehicles, as well as electric buses, electric taxis and other products. BYD has strong technical research and development strength and market expansion ability in the field of new energy vehicles, and its products have entered many countries and regions, with broad market prospects.
4. Aichi Automobile
Aichi Automobile is a rookie in China's new energy automobile market, and its main products include various electric SUVs such as EX3 and EX5. Aichi Automobile has strong technical research and development strength and market expansion ability in the field of new energy vehicles, and its product quality and performance have also been recognized by the market.
Generally speaking, with the enhancement of global environmental awareness and the rapid development of new energy automobile industry, new energy automobile concept stocks will become the focus of investors' attention. The above-mentioned enterprises are the leading enterprises of new energy vehicle concept stocks, with broad market prospects and worthy of investors' attention. However, investors should make reasonable decisions according to their own risk tolerance and investment objectives when investing in new energy vehicle concept stocks.
A list of leading stocks of new energy vehicle concept
Tianqimo (0025 10): Zhejiang Space-Time Energy Technology Co., Ltd., a leading company, is an innovative enterprise focusing on the research, development, production and sales of power battery systems. After the completion of this transaction, the company will quickly cut into the field of lithium-ion power battery systems for new energy vehicles.
The company achieved a net profit of-825 million, up-1025.32% year-on-year.
1October 22nd 10, Tianqi film closed at 15, and the stock price fell 1.2 1% to 4.07 yuan. Within five days, the stock price fell by 1.97%, with a market value of 3.832 billion yuan.
BYD (002594): Leading stock, ranking first in the comprehensive strength of new energy vehicle technology in China.
BYD's net profit was 4.234 billion, with a year-on-year growth rate of 65,438+062.27%.
101closing news on October 22nd, BYD rose by 3 1.08% this year, reaching 15, and its stock rose by 4.53% to 300 yuan, with a total market value of 858.343 billion yuan and a PE of 204.08.
Landy Technology (002765): As the leading unit of the national science and technology major project, Landy automobile transmission assembly and its parts, Landy automobile transmission assembly 8A4+ 1 won the title of "Chongqing famous brand product", and "LD5 17MF transmission assembly" and "LD automobile transmission assembly" were recognized as "Chongqing".
Lauder Technology has a net profit of 7.72 million.
At the closing news of 65438+1October 22nd, the share price of Lauder Technology fell by 0.56% in five days, and this year's increase was 17. 1 1%, and the latest news was 7. 13 yuan, with a turnover of 8084/kloc-0.
Contemporary Anpu Technology Co., Ltd. (300750): Leading stock, 65438+announced on February 25, 2009 that the company, Beijing New Energy Automobile Co., Ltd. (hereinafter referred to as Beiqi New Energy) and Beijing Puledda New Energy Battery Technology Co., Ltd. (hereinafter referred to as Puledda) signed the Medium and Long Term (19 -2023) from/kloc.
Contemporary Ampere Technology Co., Ltd. has a net profit of 5.583 billion, a year-on-year growth rate of 22.43%.
As of press time, Contemporary Amp Technology Co., Ltd. (300750) rose 0.9 1% to 60 1.4 yuan, with a turnover of 661200 million yuan, with a turnover rate of 0.54% and an amplitude of 0.906%.
Other stocks of new energy vehicles include Dongfeng Motor, Wansheng, yongtai energy, Wu Hao, Xu Dong Optoelectronics, Changhong Huayi, Jiangsu Guotai, Xingyun, Jinyinhe, HKUST Venture Capital, Tongfeng Electronics, slack, Wenzhou Hongfeng, Pioneer Intelligence, HKUST Intelligence and Farah Electronics.
The leading stocks in the new energy automobile sector are:
1, Tianqi film: new energy vehicle faucet. 17 annual report shows that during the reporting period, on the basis of the original new energy vehicle customers, new energy vehicle customers such as BAIC New Energy, Smart Cheyouxing, Weimar Automobile, Xpeng Automobile and Zero Run Automobile were added.
2. BYD: the leader of new energy vehicles. BYD Co., Ltd. was established in 1995 and listed on the Hong Kong Stock Exchange and Shenzhen Stock Exchange respectively. Mainly engaged in IT industry, mainly engaged in rechargeable batteries, mobile phones, computer parts and assembly business, as well as automobile industry, including traditional fuel vehicles and new energy vehicles, and actively develop other new energy products including solar power stations, energy storage stations, LEDs, electric forklifts and so on by using their own technological advantages.
3. Lauder Technology: the leader of new energy vehicles. 15 On July 6th, Lauder Transmission said on the interactive platform that the company attached great importance to the market development and new product research and development of automatic transmission and new energy vehicle transmission products. The heavy hybrid transmission assembly with company code LD022EFAA0 1 was put into prototype in June 5438+05, and is currently being tested in the main engine factory. A hybrid automatic transmission component code-named LD0 18CF was presented in March of/KLOC-0, and is now ready for mass production. 14 years, the company became a supplier of CVT transmission parts of Chery automobile, and the CVT of Tiggo 5 is not mentioned to the company at present.
4. Contemporary Ampere Technology Co., Ltd.: the leader of new energy vehicles. 18 announced on February 20th that the company and Zhejiang Jirun Automobile Co., Ltd. signed a joint venture contract on February 20th 18, and planned to establish a joint venture company with * * * *.
Other stocks in the new energy automobile industry include Minfa Aluminum, Yun Aluminum, Keheng, Tianqi Lithium, Ganfeng Lithium, Tuobang, china baoan, Jiangte Electric, China Electric Power, Chuanneng Electric Power, Meg, ST Yi Yin, Yiwei Lithium Energy and Platinum New Materials.
Leading shares of new energy vehicles:
The latest research report of Cangzhou Mingzhu (002 108) points out that the company is one of the core suppliers of BYD's power battery industry chain, and the dry diaphragm has been applied to K9, E6, Tengshi and other vehicles, and it is estimated that the matching ratio is close to 50% at present. 14 years, the total sales volume of the above three models reached 6,225, and the diaphragm demand is expected to exceed 24 million square meters. In 15 years, the sales volume of K9, E6 and Tengshi is expected to reach 15, which is equivalent to 2.5 times of 14. It is estimated that the diaphragm demand will exceed 8 10/00000 square meters, which is equivalent to 3.4 times of 14. Benefiting from the sales of downstream terminal models, the company's diaphragm continues to be in short supply, and its performance growth is full of flexibility.
The supercapacitor developed by Tongfeng Electronics (600237) is a new type of energy storage device, which has the characteristics of super capacity, super charge retention, fast charging, convenient use and no pollution, and has broad application prospects in new energy vehicles, aerospace, national defense and other fields. In addition, the company has been recognized by CNR and CNR, two domestic locomotive manufacturers, and has been selected into the list of qualified suppliers of the Ministry of Railways, with the dual concepts of new energy vehicles and high-speed rail.
Jiangsu Guotai (00209 1) Guotai Huarong Chemical Co., Ltd. is a key high-tech enterprise of the National Torch Program with lithium battery materials and silicone materials as its development direction. Undertake many national projects such as the National 863 Plan and the National High-tech Industrialization Project. "Xinshida" brand lithium ion battery electrolyte and "Huarong" brand silane coupling agent enjoy high popularity. Silane coupling agents cover more than 60 varieties in nine series and are exported to Japan, Europe, America, Australia and other places. It is one of the three largest suppliers of electrolyte for lithium ion batteries in the world, and also the main manufacturer of silane coupling agent in China. Its sales volume has remained the first in China for many years, ranking the top three in the world.
Tianqi Lithium Industry (002466) 65438+In February 2005, the company plans to acquire 0/00% equity of Yinhe Lithium Industry International/KLOC-in cash through its wholly-owned subsidiary Tianqi Lithium Industry Hong Kong or other wholly-owned subsidiaries of Tianqi Lithium Industry designated by Tianqi Lithium Industry Hong Kong. The acquisition target of this transaction structure is Yinhe Lithium International, but the core target of the acquisition is Yinhe Lithium Jiangsu. The acquisition of the company is of great significance for expanding the high-quality production capacity of lithium product processing, achieving high synergy with the company's lithium concentrate resources and expanding overseas markets. Yinhe Lithium Industry Jiangsu has built a production line with a design capacity of10.7 million tons/year, and its main product is battery-grade lithium carbonate. This production line is the first fully automatic lithium carbonate production line in China.