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| New energy automotive industry chain opportunity is outbreak, lithium battery into deep benefit period |
| Sales Dept. 2015.3.29 |
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New energy vehicles are becoming Internet giant to broken "properties". Just after the New Year, samsung has revealed the acquisition of Austria's battery production enterprises, its battery SDI company also formally joined ford for BMW and tesla. And before the Spring Festival, the company also revealed he is developing electric vehicles, but also the poaching part of the samsung battery experts. And domestic also have a layman in the field of cross-border into the new energy vehicles, in the news, baidu stock market hot search index of active new energy automotive stocks and usher in a wave of hype enthusiasm. "Outsiders" crossover New energy vehicles Steam, according to China association statistics, in 2014 China's new energy vehicle accumulative total sales of 74763 units, up 320% from a year earlier, by the end of 2014, China's new energy vehicle has nearly 100000 cars. In the face of growing new markets, more and more enterprises to layout, helping new energy vehicles. The byd "qin" in China's new energy car sales champion, after 2015, byd will continue to launch "tang", "song", "yuan" three new energy car SUV. Shanghai, Beijing, guangzhou automobile group are always faster. International new energy vehicles bosses tesla also stepped up its layout in China, the number of charging pile, experience shop is increasing rapidly. Recently, tesla was announced to the Chinese car owners to provide residence charge free installation services. Traditional auto giant multinational car companies such as BMW, mercedes-benz, Volkswagen also took an active speakers in the field of new energy vehicles. Is not only the carmakers, even in the coveted "outsiders" new energy vehicles of big cake, including Google, apple, samsung, panasonic, huawei and alibaba these Internet electronics giant. And the domestic listed companies is monkey in cross-border enclosure. On January 20, le networks (300104, shares) released the super car "SEE plan" process, plans to build a smart Internet electric cars. At the start of 2015, new energy automobile industry and usher in policy dividends. On February 16, ministry of science and technology, issued the national key r&d plan of new energy car key specific implementation plan (draft) ", maintain 2020 new energy car ownership 5 million goals, and puts forward concrete for power battery and motor technology progress goals. From 2009 to 2013, cumulative promotion of new energy vehicles in China about 70000 vehicles. Policy in 2014 overweight, accumulative total sales of 74800 vehicles, jumped 3.2 times. Promote goal remains the same to 2020, 5 million, in the next six years of China's new energy vehicles is still expected to maintain more than 100% of the sales growth. Ping an estimated 2016 new energy vehicles is expected to realize the goal of ownership in the 500000, and to accomplish the goal, must open the private. According to media reports, orders for Shanghai grand county and Shanghai electric is very abundant. Ningbo rise in Shanghai electric, performance has entered the outbreak period, the current production capacity has reached 150000 sets, and the company and expansion plans. 30% market share in the company of motor, and all is in collaboration with major car companies, such as chery, jianghuai, changan, brilliance, zhongtong, yutong, etc. |
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