· New energy vehicles are receiving attention, lithium battery concept stocks are waiting for

At this year's National People's Congress, the management repeatedly stressed the need to "strengthen" and "develop" new energy vehicles. Some analysts believe that this statement may mean that there have been relatively clear answers to many unresolved issues in the past, and new energy vehicles may usher in new development opportunities.

"Planning" clearly defines the direction of development

The newly released "12th Five-Year Special Plan for Electric Vehicle Technology Development (Abstract) clearly states that from the perspective of cultivating strategic emerging industries, the development of a relatively pure electrified "pure electric drive" electric vehicle is China's new energy vehicle. The direction of development and the top priority of technology. Among them, a series of technologies such as batteries, motors, and electronic control are waiting to be developed.

It is reported that as early as 2009, the State Council proposed in the "Automobile Industry Adjustment and Revitalization Plan" that 500,000 new electric vehicles, such as pure electric, rechargeable hybrid and ordinary hybrid, will be formed within three years, and sales of new energy vehicles will account for passengers. About 5% of the total car sales. However, this is not the case. According to relevant information, in 2011, the production and sales of energy-saving and new-energy vehicles of automobile manufacturers were only 8,368 and 8,159, respectively, far less than expected.

“Although the state has always supported the new energy automobile industry as a strategic new industry, the promotion of new energy vehicles is not satisfactory due to many reasons such as cost. In addition, the direction of the development of the new energy automobile industry is inconclusive. To a certain extent, the pace of development of the new energy automobile industry has slowed down. However, from the current point of view, the management is determined not to change the development of new energy vehicles. The new plan also defines the development direction of China's new energy vehicle technology. Therefore, new energy vehicles The future development of the industry can be expected." Peng Wei, an analyst with the new energy auto industry, has been paying attention to the new energy auto industry.

Lithium battery concept stocks are waiting

Obviously, "pure electric drive" will become the development direction of China's new energy vehicle technology. This will definitely benefit the development of the lithium battery industry. With the integration of lead-acid battery industry, the replacement of lead-acid batteries by lithium batteries will accelerate. Relevant stocks ushered in certain investment opportunities.

“Lithium batteries have always been the most important and most promising part of the development of new energy vehicles in the entire industry chain; and in the capital market, the performance of the lithium battery sector far exceeds that of other industry chains, so The development direction of the new energy automobile industry is determined, and the market funds are expected to focus again on the lithium battery sector, and the market outlook can be properly concerned," said Everbright Securities analysts.

In addition, the Ministry of Industry and Information Technology and the Ministry of Environmental Protection jointly drafted the "Lead Battery Industry Access Conditions (Draft for Comment)" was also officially released in the early stage, and is expected to release relevant plans in the first half of this year. As the integration of lead-acid battery industry increases, the replacement of lead-acid batteries by lithium batteries will accelerate. Gao Li, a power equipment analyst at Huachuang Securities, said that the opinion draft is the most stringent in history. The future environmental protection and recycling costs of the lead-acid industry will increase, and the overall cost will increase. Small and medium-sized lead-acid battery production and recycling companies are facing reshuffle, but due to the high concentration of lead-acid battery industry, industry consolidation has limited effect on large enterprises.

Founder Securities said that lithium battery replacement in some areas of lead-acid batteries will accelerate, especially in the field of electric bicycles and communication base stations. Lithium batteries can focus on lithium and manganese resource-based enterprises, as well as related materials companies. Individual stocks can focus on: Tibet City Investment, Jinrui Technology, Shanshan, Dangsheng Technology, CITIC Guoan and other stocks.

PVC Fittings

Timeplex Industrial Limited has the best selection of PVC fittings on the Internet. Hard-to-find, rare? We have them! We also have an excellent choice of copper, brass, stainless steel, compression and flare fittings. Let Timeplex be your source for hard-to-find fittings and more!