Recruitment investigation makes the new energy vehicle exposed lithium battery manufacturing industry be optimistic

Recruiting investigations to make new energy vehicles exposed

The problem of new energy scams has always plagued the entire new energy industry in a tense atmosphere. As the results of the fraudulent investigations surfaced, we finally saw those companies in the “naked swimming” and the Ministry of Finance promoted new energy vehicles. In the notification of the special inspection of subsidized funds, five typical enterprises including Jim West, Suzhou Jinlong, Wuzhoulong, Chery Wanda and Shaolin Bus were named. Among them, Suzhou Jinlong took the top 5.2 billion yuan of subsidy funds, which is in Suzhou. Another carmaker, Jim West, was disqualified from the plot and was disqualified from production.

Other companies such as BYD, Lifan, Ankai Bus have announced that they are not on the list of new energy vehicles. In fact, the list has been written in black and white, and the clarification is just to promote the name. However, it cannot be denied that the sales growth rate of new energy vehicles has begun to slow down, especially for passenger cars. Since the beginning of the investigation in December this year, there has been a cliff-like decline. Since the deduction of new energy vehicles, many places New energy subsidy policies have also been stagnant or unclear.

For the slowdown in growth, Xu Yanhua, deputy secretary-general of the China Automobile Association, said that it is a curse to swindle. The Chinese Automobile Association may adjust the sales target of 700,000 new energy vehicles this year. The sales target of new energy vehicles this year is mainly Depending on the release time of the “subsidy adjustment policy”, ideally, if the policy can be released from late September to October, the sales of new energy vehicles may reach 500,000 this year.

The three batches of “Recommended Catalogues for Promotion and Application of New Energy Vehicles” announced by the Ministry of Industry and Information Technology have been published, and 1,022 new energy vehicles have entered the catalogue, of which 118 are new energy passenger vehicles (91 pure electric passenger vehicles, hybrid passenger vehicles). 27), and since 2009, the central government has subsidized the promotion and application of new energy vehicles, and the accumulated subsidy funds have exceeded 30 billion yuan. Some media have calculated an account: for the goal of accumulating 5 million vehicles in 2020, the government The total amount of subsidies will reach more than 400 billion yuan. Such huge government subsidies have indirectly spawned new energy industry fever, and automobile manufacturers have also increased investment in new energy industries. BYD, Lifan, and Great Wall Motors have all raised tens of billions of funds through capital markets to invest in new energy sources. .

However, the scams of passenger cars have also made the emergence of new energy vehicles, lack of technical reserves, product quality and description, vehicle-free, vehicle-poor, terminal users idle, and the market has become more and more Zhao Pengfei, an investment adviser who is interested in investment in the financial sector, said that the speculation of new energy vehicles is no longer meaningful, because the sales of auto companies are there, the reputation of consumers is there, and the camps of new energy vehicles are even more there. For the topic that has already presented results, it is difficult to have the value of secondary market speculation investment, but the new energy upstream battery manufacturing industry, because the unknown market demand and technological breakthroughs have become new investment hotspots.

Lithium battery manufacturing play more

After the rise of the lithium batteries manufactured in the secondary market from the stock market crash of 2015, because the new energy vehicle body with industry and government entities to support two weapon that market attention has continued to rise, while the lithium battery is the craze relay who Industry insiders said that they are more optimistic about the lithium battery manufacturing industry and put forward two points: First, considering the catalytic role of the market, lithium-ion enterprises have another flight meeting, because last year's subsidy remediation will not expand. Second, the subsidy catalog has not yet come out, and the market is also paying attention to new energy logistics vehicles. Its market recognition is very good and may bring great support.

From the recent capital operation of listed companies, it also shows that capital's interest in lithium batteries is far greater than that of new energy vehicles: Gree Auto's 13 billion new energy company Zhuhai Yinlong, which has the core technology of lithium titanate battery , once sapphire leading shares exposed laugh science and technology funds invest more than 2 billion lithium batteries and new energy vehicles, motor manufacturing and other industries, del main floor business in the future to spend 2 billion yuan acquisition of a lithium battery separator manufacturers. The wind has changed and the battery is in the way.

Analysts in the field of new materials told reporters on the financial sector that in the current new energy sector, although the automobile industry is the most supported by the state policy, it is also heavily invested and requires a license. There is far no significant investment in new energy batteries and motor manufacturing industries. And the effect is high, and the current demand for lithium batteries is strong, and the diaphragm has the highest gross profit margin. Many new production lines of diaphragm companies will not release capacity until at least next year, so they have good strategic significance for their M&A investment.

From the secondary market, the investment in the new energy investment will continue for a while, but under the constraints of the market environment, there is no good project support, and only a new energy topic can not impress the investors, the future of Del The investment in the sector has been voted by investors, because the company that is the largest supplier of lithium batteries in the future is a manufacturer of lithium battery separators, but it has spent 2 billion to acquire a company with a revenue of 200 million, and accounts receivable have surged to customers. The gross margin performance was also excavated by the media. Although the company has growth potential in the long run, short-term short-selling sentiment is strong.

Wang Lun, an investment consultant who loves to invest in the financial sector, said that the market space in the field of new energy materials is still broad. The bottleneck for the development of new energy vehicles is charging piles and lithium batteries. Lithium batteries can be effectively solved by graphene, and graphene is an industry in China. The core materials of the upgrade will have wider application around the characteristics of graphene in the future. Eliminating the current large amount of traditional materials and becoming the most important tool to lead the development of the new economy, such important strategic materials will surely become more and more extensive in the future. Application will drive the development and prosperity of the entire industrial chain.

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