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News > Dynamic industry > New energy vehicle was blowout trend, organic silicon industry chain investment opportunities

New energy vehicle was blowout trend, organic silicon industry chain investment opportunities

October 14th - yesterday, China Automobile Industry Association released the September car sales situation. Among them, the new energy automobile production and sales of rapid growth has become the biggest bright spot. Data shows, 1 to September new energy car production of 38522 vehicles, sales of 38163 vehicles, compared to the same period last year increased 2.9 times and 2.8 times. Three quarter sales grew 3.9 times and 3.8 times.

Huatai Securities that, in the purchase of tax cuts and local governments gradually introduced subsidy policy background, new energy automobile demand in China has entered a rapid growth stage, month sales of over million will become the norm. Compared with the support policy of new energy vehiclesupport policies and the last round of the 2009 since 2014, the maneuverability,promotion determination, competent leadership level is increased, from a global point of view, the new energy automotive industry from the commercial to scale forward. Chinese new energy automobile industry is really in the run-up, need togive attention.

In the early development of the whole industry, new energy automobile plate willPuzhang situation, considering the current new energy automobile industry chainof various sub sectors of technology maturity, profit elasticity, supply capacityand other factors, Huatai Securities recommended as follows: Vehicle Jianghuai Automobile, BYD; lithium battery industry chain, Shanshan shares, fluoride tianqi lithium industries, Jiangsu capchem, Cathay Pacific, all shares; motor for letter quality motor, Ningbo Yunsheng, ocean motor, Ningbo Yunsheng; charging equipment for tgood, auto electric, electric, Xu Ji electric, the state power nari.

Huachuang securities recommendations focus on the industry chain of direct benefit to the subject recommended Dongyuan electrical appliance, Hongfashares, Cangzhou pearl, focus on capchem.

CITIC Securities said, the new energy vehicle is through N years of investment opportunities, are gradually being experienced by the event driven to policy drive, and drive the process of change to the fundamental. New energy vehicles to enter the sales in a period of rapid growth, the 2014/15 is expected to the annual sales reached 60000 vehicles /40 million level. Considering the currentsales, performance, valuation and other factors, the recent concern about the proposed new energy bus enterprises, such as: Yutong Bus, Jinlong automobileetc..

In addition, the new energy vehicle market unpopular, will lead to the upstream parts supply, especially the battery supply. According to the analysis of securitiesindustry researcher, listing Corporation power battery and other new energyautomobile industry chain, are expected to benefit from a sales boom of new energy vehicles. Listing Corporation some mining, lithium battery materials,magnetic fields, and also carry out the resource integration in the use of their own advantages to enter the platform of new energy automotive industry chain,the future is expected to gain greater market share.

When l technology (300073) the company's main business belongs to the field of new energy materials, the main business scope includes cobalt acid lithium,multiple materials and lithium manganate lithium battery, small power lithium cathode materials R & D, production and sales, is a professional supplier ofcathode materials for lithium ion battery leading. The company is the first domestic exports of lithium cathode materials suppliers, at present the international top 6 lithium giant has 5 customers, including Samsung SDI, LG chemical, SANYO energy, Shenzhen Beek and BYD etc.. Lithium ion batterycathode material company developed a variety of suitable for power car.

Jiangsu Cathay Pacific (002091) company owned subsidiary of Huarong chemical (78.895%) 2500 tons of electrolyte of lithium battery production capacity, the domestic market share reached 40%, Guotai Huarong chemicalcompany is a material, silicone materials for lithium batteries for the development direction of the national Torch Plan key high tech enterprises. Bear the National 863 project, the national high technology industrialization projects such as a number of national projects. "Lithium ion battery electrolyte SHINESTAR" brandand the "HUARONG" brand of silane coupling agent and enjoy high reputation.Nine series over 60 varieties covering the silane coupling agent, exported to Japan, Europe and the United States, Australia and other places, is the world's three largest lithium ion battery electrolyte is one of the major domestic suppliers and silane coupling agent manufacturers, sales for many years to maintain domestic first, ranked among the world's top three.