The low-speed electric vehicle has been developed for so many years, and it has been able to develop to the current scale because it has adapted to the needs of social development and industrial development. On the one hand, it needs more suitable short-distance transportation tools. On the other hand, the development of electric vehicles is in full swing, driving the low-speed electric vehicle industry Development. No matter how the future develops, low-speed electric vehicles have indeed entered the lives of many people and are inseparable.
In January of this year, when the market sentiment was buoyant, Yang Dong, the helm of Ningquan Capital, known as the “conscience of the industry,” reminded investors to be wary of the risks of the new energy vehicle sector that has been smashed. After the long Chinese New Year holiday, the market experienced substantial adjustments, with the new energy vehicle sector leading the decline. With the current comeback of the new energy vehicle sector, the market has also begun to examine the matching degree of opportunities and risks.
“The recent surge in the new energy vehicle sector is a realization of the very high expectations in the early period.” A Beijing fund manager analyzed that in the soaring market of the new energy vehicle sector before the Spring Festival, the organization is based on the per ton of battery-grade lithium hydroxide. The price of 100,000 yuan was expected to be speculated, and it was later discovered that the speculation was overdone. In addition, the market ushered in a substantial adjustment after the Spring Festival holiday, so the stock prices of related companies suffered a drastic adjustment. However, judging from recent price trends, the price of lithium hydroxide per ton has exceeded 90,000 yuan, and the price of lithium hexafluorophosphate has also risen astonishingly. Therefore, funds from various sources have begun to participate with greater intensity, and many stocks have reached new highs.
China Merchants Securities analyst Zhang Xia said that from the perspective of industry trends, smart electric vehicles will usher in rapid market share growth in the next 5 to 10 years. The market share is expected to increase from 10% to 88%, and the corresponding listed companies will be very large. Investment opportunities. “With the entry of Internet giants such as Yunlong, EEC electric vehicles will eventually be transformed into smart cars, and new autonomous driving solutions will make the driving experience better. At present, consumers buy more from the perspective of demand rather than from the perspective of subsidies. “
Zhang Xia said that many industries have a 10% threshold rule in the development process. Once the penetration rate exceeds 10%, there will be a word-of-mouth effect, and the usage will increase rapidly. Manufacturers will also adjust the product structure in time according to user needs, so that the penetration rate will quickly rise to around 80%. This is an industrial explosion. “Starting from 2021 or next year, the electric intelligent driving industry chain is likely to usher in a major explosion. The industry’s segment leaders, including batteries and parts, will have big investment opportunities.”
According to Fu Juan, manager of Shenwanlingxin Star Fund, in the past five years, new energy vehicles have solved hardware problems such as batteries. In the next three to five years, they will solve the “brain” problems of vehicles, including vehicle operating systems, vehicle cameras, and smart devices. Cockpit etc. “The future car is a big computer, and the biggest feature of car intelligence is the separation of software and hardware. From the perspective of investment, this year is expected to be the first year of the formation of mini electric cars.”
From the perspective of the layout direction, in addition to the conventional battery sector, the organization began to focus on the subject of making cars more intelligent, mainly in the vehicle field, including EEC electric vehicle lens, EEC electric vehicle display, and EEC electric vehicle processing.
Post time: Jul-13-2021