the lithium battery industry chain of fast-track
the lithium battery industry chain of fast-track
The future should focus on real activity of new energy vehicles, industry, standardization of technology and business models to explore Dell Inspiron 1318 battery Dell Inspiron 1320 battery
Assessment of the industry: short-term decline,Hp laptop battery the value of long-term investments of new energy
May, automobile and parts sector index recorded a -9.51% market return over the same period the Shanghai index and the CSI 300 Index, yields were -8 , 58% and -8.15%, underperforming the benchmark of the automotive industry of low amplitude.
In the automotive industry as a whole, HP Pavilion ZV6000 Battery(hp zv6000 battery) HP Pavilion DV1000 Battery(hp dv1000 battery), the level of short-term recovery in the automotive industry with the decline of industry in the economy has declined, the value of investments in long-term course of business will gradually appear. The future should focus on the real energy vehicles new industry standards, technologies and business models to study the issue. The process of concern to the new energy automotive industry, lithium-related chain long term investment value.
Investment Highlights: Government to encourage the development of new energy vehicles, industry chain-related benefit worth investing in companies
As technology evolves, new energy vehicles will launch period of rapid development in China. 2010 Chinese sales of new cars energy 500-1000 vehicles by 2013 should reach 100,000.
Government to encourage development of electric vehicles in terms of pure electric vehicles (including plug-in hybrid) in the amount of the grant highest relative income is also higher in 2012, the company introduced the car Specific electrical benefit.
From the perspective of industry chain, lithium is more suitable for pure electric vehicles, (HP Pavilion DV1000 Battery)it is easy to imagine, lithium batteries and power components of society, upstream materials companies, the equipment companies should also benefit from free.
Also note that the purchase of private vehicles new energy subsidies in five cities Shanghai, Changchun, Shenzhen, Hangzhou, Hefei and 20 pilot cities, the automobile-related companies will benefit from the economic circle.
Expected Risk: Risk of macro-economic changes, new energy policies and rising labor costs of car
Currently, the risk of plate mainly the evolution of labor costs and new macro-economic vehicle energy policy, and will increase. The performance of specific risks following
First, the macro-economic changes. Macroeconomic second fund, the macroeconomic slowdown will lead to lower growth in the second half of the vehicle and next year, the early release of the ability of commodity prices lead to gambling, steel, oil and other commodities rise sharply, eroding profitability.
Second, the new energy policy vehicles. Further efforts of energy policy and the process of the car lower than expected, vehicles in the country a new energy behind the development of planning and development of standards should lead to development of the industry is not standardized .HP Pavilion ZV6000 Battery(hp zv6000 battery) HP Pavilion DV1000 Battery(hp dv1000 battery), Rising labor costs will affect company's workforce than expected profitability.
Third, labor costs rise. View from the last two years, rising costs of domestic labor is inevitable. From a standpoint of investment, business, labor should gradually avoid a decline in return on investment risk, particularly low-tech, capital-intensive, parts and labor components sectors.
specific targets: focus on three areas to seize investment opportunities (HP Pavilion ZV6000 Battery)
Industry consolidation and enterprise markets will stage investment opportunities.
One concern: passenger cars, the focus will recommend Shanghai Automotive, FAW Car. The two cars better product mix, focusing on passenger vehicles upscale, relatively strong profitability. Second concern: commercial areas, promising Weichai Power. The growth of the logistics market, while the national infrastructure and protection of housing construction should make investments in fixed capital to maintain a high growth rate. Focus on three: the field components in the essential business of resisting pressure from higher raw material costs, future sales growth promising to determine the level of higher margin businesses, recommended Weifu Tech Fuyao and other businesses. Also concerned about the trend of energy saving and investment opportunities clouds Weifu Tech in power
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