subject: The Introduction Of New Energy Vehicles Requires Preparations First [print this page] The State Council executive meeting held in 18th April approved the energy-saving and new energy automotive industry development plan 2012-2020, which means that the development of new energy vehicles is a general trend in the automotive industry transformation and upgrading.
Lithium is still the most optimistic in the future. The day before yesterday, both of the A-share market and the new energy automobile-related stocks rose in varying degrees because of the news, but the charging piles of new energy vehicles, the front of the new energy battery and motor stocks are still rank ahead. At present, expert holds the opinion that the development of new energy vehicles has been included to national strategies, the new energy automotive industry is facing a rare historical opportunity. From the perspective of industry chain, new energy vehicles involved lithium batteries, charging stations, power supplies for led driving, usb power bank, and other related industries. Among them, the lithium battery industry is the most promising in the plate of new energy automobile.
Expert said that the lithium battery industry involves component parts, the overall production and raw materials. Constitute parts of the chain is divided into four parts, the cathode material, anode material, electrolyte and separator, many listed companies are related. Therefore, investors may give special attention to the lithium battery-related companies.
In addition, professional analyze that electric vehicles in the next 5-10 years will get into mature situation, and become a lithium battery killer application. Therefore electrolyte is more suitable for the robust investor, while diaphragm for active investor.
There are also numerous opportunities for charging stations. With the development of new energy vehicles, the establishment of charging stations will soon become the primary concern in the market. National Grid announced that 75 charging stations, as well as 6029 charging pile pilot will be built this year, while China Southern Power Grid also announced that more than 80 charging stations will be built this year.
Some experts hold the opinion that the charging station needs not too much technical threshold, orders depend on the qualifications of the company. Charging stations are still at the concept stage in the short term, the benefit is not obvious, but in the long term, the concept of charging stations shares will certainly benefit.
Both NARI and XJ have the experience of large substation and power plant integrated supplier of the insurance business, including first-mover advantage in the power monitoring system. Senyuan electrical have accepted Henan charging station wave filter orders, once mass production in the future, the company will benefit a lot.
