Planning to launch new energy industry analysis that is difficult to implement

2 million capacity inspiring new energy vehicles Yesterday, the General Office of the State Council officially issued the "Energy-saving and new energy automotive industry development plan (2012-2020)", planning is expected by 2020, the production capacity of pure electric vehicles and plug-in hybrid vehicles up to 2 million vehicles. Analysts believe that the future of new energy vehicles has great potential for development, and new energy vehicles and charging facilities will benefit.

â–  Planning to build 2 million capacity plans by 2020 It is proposed that the cumulative production and sales volume of pure electric vehicles and plug-in hybrid vehicles will reach 500,000 units by 2015; by 2020, pure electric vehicles and plug-in hybrid vehicles will be produced. With a capacity of 2 million vehicles and a cumulative production and sales volume of more than 5 million, the fuel cell vehicle and automotive hydrogen energy industries are developing in parallel with the international market.

The main objectives of the plan include: the new energy vehicles, power batteries and key components technologies have reached the international advanced level as a whole, and they have mastered key energy-saving technologies such as hybrids, advanced internal combustion engines, high-efficiency transmissions, automotive electronics, and lightweight materials. A group of energy-saving and new energy auto companies with strong competitiveness, the key spare parts technology level and production scale basically meet the needs of the domestic market.

â–  Strategic focus on car and charging facilities Leading shareholder Zhang Zhaowei, senior investment manager of Huaan Securities, said that with the adjustment of the country's economic structure, considering the energy conservation and environmental protection, the future of green energy and energy-saving new energy vehicles has great potential for development. In the automotive sector, attention can be paid to FAW Car, Changan Automobile, Yutong Bus and Zhongtong Bus. Focus can focus on Foton Motors, the company has greater advantages in the field of hybrid and electric vehicle taxis. Battery can be concerned about BYD, Desai battery.

Hua Ying Securities analyst Liu Ying said that according to the new energy vehicle structure classification focuses on leading shares. The new energy vehicle OEMs SAIC, Foton Motor, BYD, Yutong Bus, Shuguang, Ankai Bus and Zhongtong Bus benefited in varying degrees. The charging facility benefit companies include Altex and power sources.

■ Risk implementation is difficult and difficult to implement Liu Ying said that the “12th Five-Year Plan” for the development of energy-saving and new energy auto industry has large targets, and implementation is difficult. There is no explicit proposal for detailed matching fund policies, and the related beneficiary shares of new energy vehicles are in the doldrums. The market environment is only a trading opportunity, and it is difficult to have a trend opportunity.

Zhang Zhaowei said that there are still many problems with new energy vehicles, such as poor battery life, and the price is not easily accepted by consumers.

â–  The stocks of new energy car stocks against the market rose sharply yesterday, the market suffered a major setback, but several stocks involved in new energy vehicles out of a wave of good market. As of the close, Keli Yuan rose 5.19% to close at 27.95 yuan; power sources closed at 6.22 yuan, up 1.63%; Alteon, Desai batteries are also full of red.