New energy vehicles enter the fast lane to scan related beneficiary shares

25 New Energy Pilot Cities Introduce a New Deal At present, China has 25 pilot cities for demonstration of new energy vehicles, including cities such as Beijing, Shanghai, Dalian, and Guangzhou. In the notice issued by the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, and the National Development and Reform Commission, the "Notice on Further Doing a Pilot Work for the Demonstration and Promotion of Energy-Saving and New Energy Vehicles" requires pilot cities to issue parking fees, electricity prices, and road access. Fees and other supporting policies to mobilize governments, enterprises, institutions and individuals to purchase and use energy-saving and new energy vehicles.

At the same time, the pilot cities must vigorously promote the construction of infrastructure facilities, and build charging piles for individual new energy vehicle users in their residential district parking spaces or workplace parking spaces. The ratio of such charging piles to new energy vehicles should not be lower than 1: 1; Provide services for the construction of charging facilities for users who purchase new energy vehicles.

According to the requirements of the notice issued by the national ministries and commissions, it is expected that by the end of this year, the State Grid will build 75 charging stations and more than 6,000 charging piles in 27 provinces and cities; by 2016 to 2020, the country will establish 10,000 seats. Electric vehicle charging station.

The above news boosted yesterday's large-scale daily limit of lithium battery stocks, Wanxiang Qianchao (000559 valuation, evaluation,,,), Jiangsu Guotai (002091 valuation, evaluation,,,), billion latitude lithium energy (300014 estimates Value, assessment,,,), Chengfei integration (002190 valuation, evaluation,,,), Desai battery (000049 valuation, evaluation,,,), BYD (002594 valuation, assessment,,,), Lu Xiang Shares (002192 valuation, evaluation,,,), power source (600,405 valuation, evaluation,,,,,,,,,) strong limit.

New energy automobile industry planning or recent debut It is reported that the “Energy-saving and new energy automobile industry planning” is expected to be introduced in the near future. One of the drafters of the plan, Zhang Xiangmu, Director of the Equipment Industry Division of the Ministry of Industry and Information Technology, was held during the October Global Automotive Forum. According to the disclosure, the plan has been reported to the State Council and there is great hope for the year. Lin Cheng, deputy director of the National Engineering Laboratory for Electric Vehicles and head of the national 863 electric vehicle major project, also disclosed that the "Energy Conservation and New Energy Vehicle Industry Planning" has now been submitted to the Prime Minister's office. If approved, it is expected to be introduced soon.

According to the draft of the “Energy Conservation and New Energy Vehicle Industry Planning” publicly consulted last year, in the next 10 years, the central government will invest 100 billion yuan to support the new energy automotive industry, of which 50 billion will be the special fund for energy saving and new energy automobile industry development. RMB 30 billion will be used to support the demonstration and promotion of new energy vehicles, and RMB 20 billion will be used to promote energy-saving vehicles focusing on hybrid vehicles.

The reporter also learned that many parties in the industry chain have adopted joint ventures and cooperation methods, the most typical of which are the “lithium battery manufacturers for auto automakers” and the “lithium battery manufacturers for auto parts manufacturers”. Nissan announced a “Green Energy 2016 Project”. SAIC Motor’s new energy vehicle target: 20% market share: SAIC will attack the “three powers” ​​bottleneck of batteries, motors and electronic control. New energy vehicles will gradually develop in an orderly manner.

After the introduction of battery and power stations, the most investment value of energy-saving and new-energy automotive industry development plans and support packages will surely set off a new wave of new energy vehicles in the market. Then, in the new energy automotive industry, which area has the largest "cake"?

Most of the experts interviewed by the reporter believe that the order of industrial benefits is basically the best for spare parts and supporting departments such as batteries, electric motors, and power stations, followed by vehicle manufacturers, and once again for the upstream raw material sector.

According to industry experts, in the era of internal combustion engines, the value of completed vehicle companies accounts for about 25% of a car, and 75% of the cost is at the parts suppliers. In the era of electric vehicles, nearly 90% of a car's manufacturing costs will be spent on parts and components, a large part of which is the vehicle's power battery.

It is reported that many companies have joined the battle for lithium batteries for vehicles. Chengfei Integrated intends to raise 1 billion yuan to increase its shareholding in CNAC Lithium (Luoyang) Co., Ltd. to build a lithium-ion battery project; Zhenhua Technology plans to set up a joint venture company to engage in the research, development, production, and sales of lithium-ion battery; CITIC Guoan Japan’s Toyota Tsusho Corporation has signed the Letter of Intent for Cooperation on the downstream products of the lithium carbonate and lithium salt series, especially the cooperation in new energy applications.

The report released by China Chuangxin Securities predicts that new energy vehicles will exceed 100,000 units in 2012, which will drive the 6 billion yuan market for the battery industry. The compound growth will exceed 50% in the next three years. The long-term development of lithium batteries is a trend. . On behalf of individual stocks have Chengfei integration (002190 valuation, evaluation,,,), power source (600,405 valuation, evaluation,,,), CITIC Guoan (000839 valuation, evaluation,,,), Dangsheng Technology (300,073 valuation , Evaluation,,,,), Kefeng Lithium (002460 valuation, evaluation,,,), Jiangte Motor (002176 valuation, evaluation,,,) and so on.

The new energy vehicle beneficiary unit scans Chengfei integrated Chengfei integrated "Intended to issue 106 million shares at a price of RMB 9.70 per share, raising RMB 1.02 billion to increase the capital of CNAC Lithium-Ion to build a lithium-ion battery project". It was approved by the China Securities Regulatory Commission in the middle of the year. After completion of the capital increase, Chengfei Integrated will absolutely hold a share of CNAC Lithium, accounting for approximately 60% of the equity.

According to reports, there are 11 construction plans for the AVIC Lithium Power Industrial Park in 2010. By the time it was completed and put into production in 2013, it will add 44 production lines, and the annual production capacity will increase by about three times from now to 2 billion ampere-hours.

At the same time, the holding of CNAC Lithium also injected new blood for Chengfei integration. The company expects net profit attributable to shareholders of listed companies in 2011 to increase by 10.00%-40.00% over the same period of last year. The company said that the main reason for the change in performance was the 2011 consolidated subsidiary of CNAC Lithium, and another subsidiary, Ruijin, which was in a period of rising construction investment, and the operating income and operating results have increased significantly.

Flow of funds: E investment in financial terminals showed that the main net capital inflows were 18.91 million yuan yesterday, and the last five trading days recorded a net inflow of 6.94 million yuan, and the net inflow of funds was 64.98 million yuan in the last 10 trading days.

Billion Latitude Lithium Energy Latitude Energy is mainly engaged in high-energy lithium primary batteries and secondary battery packs. The company is currently the only domestic monopoly enterprise capable of large-scale production of high-end lithium primary batteries. It mainly manufactures lithium primary batteries, among which the lithium battery has a domestic market share of 39% and an international share of 3-5%.

In the first three quarters, the company's operating income and net profit all increased significantly, mainly benefiting from the release of production capacity for fund-raising projects. From January to September, the company realized a net profit of 59,110,300 yuan, an increase of 70.22% over the same period of last year, and a per-share return of 0.3 yuan. The company predicts that the annual operating revenue and net profit for 2011 will increase by 50%-80% compared with 2010.

Recently, Yiwei Lithium has indicated on the interactive platform of investor relations of the Shenzhen Stock Exchange that the target market demand of the company's main business area has maintained relatively strong growth recently, and it can drive the continuous increase of the company's main business product revenue.

Flow of funds: E investment in financial terminals showed that the main net inflows of funds were 60.24 million yuan yesterday, and the last 5 days recorded a net inflow of 42.83 million yuan, and a net inflow of 48.53 million yuan was recorded in the last 10 trading days.

Jiangsu Guotai Jiangsu Cathay Pacific recently announced that its controlling subsidiary Zhangjiagang City Guotai Huarong Chemical New Material Co., Ltd. plans to use its own funds to carry out energy expansion technology reforms and build an existing electrolyte workshop from 5,000 tons/year to 10,000 tons/year. The lithium ion battery electrolyte expansion technology project. The company said that after the completion of the expansion energy transformation project, it is expected to add 5,000 tons/year lithium-ion battery electrolyte capacity.

According to industry analysts, Jiangsu Cathay Pacific is currently the third largest manufacturer of lithium battery electrolytes in the world. It is also carrying out an off-site renovation and expansion project. After completion, the total production capacity will reach 5,000 tons/year, which may become the world's largest lithium battery electrolyte. manufacturer.

Looking at the current industry situation, Jiangsu Cathay Pacific has chosen to expand production at this point in time, which will help to seize market share in the future and increase profitability.

Flow of funds: E investment in financial terminals showed that yesterday's main net inflows of funds were 34.11 million yuan, while the last five trading days recorded a net inflow of 24.94 million yuan, and the last 10 trading days recorded a net inflow of 50.34 million yuan.

BYD introduced the standards for electric vehicles on the eve of the night, the major domestic car companies speed up the pace of listing new energy vehicles. 299,800 yuan price of BYD e6 pioneer pure electric vehicle was officially listed on October 26; Shanghai Automotive's first hybrid vehicle Roewe's new 750Hybrid was listed on October 20; and FAW Group's two Pentium new energy sedan In August, he walked down the production line.

At present, BYD e6 became the first pure electric home model sold to individual users in China. It needs special explanation that the state has a subsidy of 60,000 yuan for individuals to purchase pure electric vehicles. In addition, Shenzhen also provides a subsidy of 60,000 yuan for individuals to purchase pure electric vehicles. Therefore, the actual selling price of BYD E6 in Shenzhen is equivalent to 248,800 yuan. The subsidy policies of other cities or regions have not yet been introduced or implemented, so the actual prices of BYD E6 in other regions cannot yet be accurately calculated.

Flow of funds: E investment in financial terminals showed that the main net capital inflow of 74.5 million yuan yesterday, and the last five trading days recorded a net inflow of 61.09 million yuan, the last 10 trading days recorded a net inflow of 81.6 million yuan.

Shuguang Stocks Shuguang Co., Ltd. actively deployed the new energy automotive industry chain. As early as the first half of this year, the company and CSR Zhuzhou determined to cooperate in the development of new energy buses, and established the Huanghai McCaca Electric Vehicle Company, mainly for the development and production of electric vehicles. The two investments can complement each other's advantages of the company's traditional automobiles and new energy technologies, increase the company's competitiveness in the field of new energy vehicles, and promote the development of the new energy automotive industry. During the “Twelfth Five-Year Plan” period, Liaoning Province’s technical reform financial funds will provide 60 million yuan of financial support each year.

In addition, in the context of the rapid decline in the sales growth of the automotive industry this year, the third quarter net profit of Shuguang Co., Ltd. still reached 137 million yuan, and there was no significant drop. The return on net assets was 6.27% and the earnings per share was 0.24 yuan.

Flow of funds: E investment in financial terminals showed yesterday, the main net capital inflow of 25.4 million yuan, and the last five trading days recorded a net inflow of funds of 12.91 million yuan, the last 10 trading days recorded a net inflow of 24.41 million yuan of funds.