Fifteen-year plan for the new energy automobile industry has been implemented, industry chain technology manufacturers benefit

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2020-11-03


 On November 2, the "New Energy Vehicle Industry Development Plan (2021-2035)" (hereinafter referred to as the "Plan") was officially issued, setting the tone and pointing out the direction for the development of new energy vehicles in the next 15 years, and the plan was proposed "Increase the key technology research and promote the deep integration of the industry." Technology enterprises in the new energy automobile industry chain will benefit. For example, Jinfei Kaida (002863) and Shuanghuan Transmission (002472), which are the core component suppliers of complete vehicles, will be affected. Favored by the market.

  Since the beginning of this year, from the national level to the local government, favorable policies for new energy vehicles have appeared frequently. The latest data from the Ministry of Industry and Information Technology shows that the total investment in the entire industry chain of domestic new energy vehicles has exceeded 2 trillion yuan, which has increasingly become a new driving force for development, and the volume of new energy vehicles has ranked first in the world for five consecutive years. The newly issued ``Planning'' proposes that by 2025, the sales of new energy vehicles and new vehicles will reach about 20% of the total sales of new vehicles; by 2035, pure electric vehicles will become the mainstream of new sales of vehicles, and vehicles in the public sector will be fully used. Electricity, fuel cell vehicles to achieve commercial applications, and highly autonomous vehicles to achieve large-scale applications.

  Spurred by favorable policies, new energy vehicles, charging piles and other sectors opened higher on November 3. As of the morning's close, the new energy vehicle sector rose by 1.13%; the charging pile sector rose by 0.99%; the fuel cell sector rose by 1.16%; the auto parts sector rose by 0.89%.

  As one of the largest industrial chains, it covers many fields, including positive and negative materials, batteries, vehicles, charging piles and other subdivisions. The gains of the Xinneng Automotive Sector Index last month hit a new high in the past two years. Today, 7 stocks including Derek Technology, Hanyu Group, and Longxing Chemical have their daily limit, and related stocks in the auto parts sector supporting the entire vehicle also show Active state, such as Shuanghuan Transmission (002472) stock price rose more than 8% in the morning; today Fei Kaida (002863) opened in the afternoon rose by more than 7%.

  Shuanghuan Transmission's main business is mechanical transmission gears. It is a gear faucet with many years of technical precipitation and high precision processing capabilities. New energy vehicles put forward higher requirements for the accuracy, quality, and added value of gear products. Shuanghuan Transmission gives full play to its own advantages to seize the market. It not only covers the domestic leading auto companies SAIC, Geely, BYD, GAC, etc., but also launched a number of The projects of high-end foreign brands will enjoy the dividends of the transformation and upgrading of the auto industry in the future.

  Jinfei Kaida (002863) mainly produces and sells aluminum alloy wheel products for the OEM market and the AM market. In the OEM market, as a first-tier supplier of vehicle manufacturers, the company's products are directly sold to automakers, and are closely related to SAIC Volkswagen, SAIC-GM-Wuling, Suzuki, Daihatsu, Changan, Geely, Dongfeng, and Shenlong. And other well-known automobile manufacturers at home and abroad have established stable cooperative supporting relationships.

  The aluminum alloy wheel industry is closely related to the prosperity of the automobile industry, and its cyclicality is basically synchronized with the cyclicality of the automobile industry. Product market demand is affected by changes in macroeconomic and automobile industry demand. Jinfei Kaida is one of the important companies in the domestic aluminum alloy wheel industry. Its production scale and product quality are at the leading level in the industry. The industry development company benefited from the industry development company's operating income of 2.134 billion yuan from January to September this year, a year-on-year increase of 2.68%. It belongs to a listed company. The shareholders' net profit was 55,583,600 yuan, a year-on-year increase of 18.75%. It is worth mentioning that Jinfei Kaida has a number of core technologies, mainly related to material development, mold design and development, and new process development in product lightweighting. Lightweight is a focus of the development of the new energy automotive industry. The company will benefit from the explosion of demand in the new energy automobile industry in the future.

  Industry insiders indicated that the current sales of new energy vehicles in China account for less than 5% of total vehicle sales. Combined with the 20% target set by the "Plan", by 2025, sales of new energy vehicles are expected to reach 5.6 million. Under the two-dimensional resonance of industry and policy, the long-term growth trend of my country's new energy automobile industry is determined.

  Shanxi Securities believes that the official introduction of this policy is basically in line with expectations, and the preference for new energy vehicles remains unchanged. In the long run, the introduction of the policy will benefit new energy vehicles and their related industrial chains. It is recommended to start with the high-quality industrial chain and find high-quality targets from top to bottom. It is recommended to pay attention to the leading vehicle and high-quality component suppliers with sufficient capital industrial chain layout. And battery recycling companies.

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