The off -season is hot!New energy vehicles blew the A -share anti -attack number corner, and multiple institutions are optimistic about "Golden Nine Silver Ten"

Zhongxin Jingwei, September 20 (Chen Junming) The new energy vehicle industry chain rose across the board, sounding A shares anti -attack number horn!

Automobile -related sector leads an increase in A shares (Source: Wind)

As of the afternoon closing, the upstream lithium mine sector of new energy vehicles rose by more than 5%. Among them, Chuanneng's power rose daily limit, Tianqi lithium industry rose more than 8%, Yongxing's materials rose more than 7%, Shengxin Lithium and China Mining resources rose over excess 6%, Tibet Mount Everest, Jiangte Electric, and Jinyuan shares have risen by more than 5%.

Lithium mine stocks rose collectively (Source: Wind)

The automotive parts sector rose more than 3%, and individual stocks rose. Hunan Tianyan, Guizhou tires, Guangdong Hongtu, Shanghai Rongpu, Lugai, Zhejiang Shibao, Zhengyu Industry, and Aikodi daily limit, Changqing and Shanghai Guang shares rose more than 8%.

Multiple car accessories stocks rose sharply (Source: Wind)

The power battery closed up 2.55%in lunch, and Haimuxing rose 5.9%. Penghui Energy and Xiangfenghua rose more than 4%. %.

The new energy vehicle index rose more than 2%, of which the Asian stars rose more than 9%, Zhongtong Bus rose more than 3%, GAC Group and Jiangling Automobile rose more than 2%. 1%.

The rise of the new energy vehicle industry chain has driven the entrepreneurial board finger to rose more than 1%in the afternoon. Previously, the GEM finger had fallen for 5 consecutive trading days. In addition, as of the afternoon of the 20th, the three major A -share indexes stopped falling back. Among them, the Shanghai Index rose 0.46%in the afternoon, and the Shenzhen Index rose 0.87%.

GEM refers to the K -line diagram (Source: Wind)

Hot season

According to the data of the Federation of Federation, the sales volume of new energy vehicles in August was 529,000, and sales increased by 111.4%year -on -year, up 9.0%from July. East Asia Qianhai Securities Research reports that under the encouragement policy of automobile consumption, new energy vehicles have been actively affected. Retail sales remained at a high level from June -August. E becoming fiery.

Caixin Securities Research Report also believes that August is a traditional off -season, and the sales of domestic new energy vehicles still achieve a year -on -year high -speed growth. With the advent of the traditional peak season in September, plus the BYD seals, the questioning world M5EV, Xiaopeng G9 G9 Waiting for the listing and delivery of many high -profile new energy models, the sales of new energy vehicles are expected to continue to increase.

In addition, at the press conference of the National Development and Reform Commission held on the morning of the 19th, Meng Wei, spokesman for the National Development and Reform Commission, said that since this year, with the support of policies such as steady growth and consumption, my country's automobile industry overcomes the epidemic situation and other factors such as impact impacts and other factors. , Showing a good trend of restoring growth, played a positive role in stabilizing the economic market.

Among them, new energy vehicles remained rapidly growing. From January to August this year, the production and sales of new energy vehicles completed 3.97 million and 3.86 million, respectively, an increase of 1.2 times and 1.1 times year -on -year; Sales accounted for 22.9%of the sales of all automobiles; new energy vehicles had more than 10 million vehicles.

Meng Wei also mentioned that the National Development and Reform Commission will further study and improve the new energy vehicle policy system in conjunction with relevant departments, create a policy environment for new energy vehicle development, and adhere to the "one game of the country" to optimize the layout of the new energy vehicle industry. The principle of concentration of the main body, build a reasonable layout, orderly development, and operating efficient industrial structure.

On the one hand, the National Development and Reform Commission encourages enterprises to fully rely on my country's industrial foundation, strengthen technological innovation, accelerate the breakthrough of key system components and basic technologies of new energy vehicles, and continue to improve the core competitiveness of the entire industry chain; on the other hand, continue to deepen Internationally cooperation encourages Chinese and foreign enterprises to deepen cooperation methods, expand cooperation areas, and achieve higher levels of open cooperation and mutual benefit and win -win.

It is worth mentioning that the rapid growth of automobile sales also drives the growth rate of retail sales of consumer goods. Huachuang Securities Research Report mentioned that August Social Zero (total retail sales of social consumer goods) increased by 5.4%year -on -year, and car retail sales growth rate was 15.9%. At 10%, it was estimated to drive the zero growth rate of 1.6%in August. The Guiyuan Securities Research Report also said that the growth rate of retail sales of social consumer goods this year is generally accelerated, and in this way, the contribution of cars to consumption is great.

Multiple agencies are optimistic about the car "Gold Nine Silver Ten"

Regarding the future trend of new energy vehicles, Soochow Securities Research Report mentioned that the fluctuations brought by the short -term interference factors are not afraid of the fluctuations brought by the short -term interference factors, and the four major logic of the medium and long -term cars are still established, including: the total amount of 1 has a bottom line, the high growth of 2 new energy sources, and the high growth of 2 new energy sources, and the high growth of 2 new energy sources, 2 new energy growth, and the high growth of 2 new energy sources, and the high growth of 2 new energy sources, and the high growth of 2 new energy sources, 2 new energy growth, and the high growth of 2 new energy sources, and the high growth of 2 new energy sources, 2 new energy growth, and the high growth of 2 new energy sources. 3 Increasing share increases and 4 exports have increased. The agency continued to look at the multi -car sector firmly.

Southwest Securities Research Report believes that in the context of the continuous diversified supply of new energy vehicles, it is expected that the penetration rate of new energy vehicles is expected to maintain a high level. Assuming that the penetration rate of new energy passenger cars in September remains 30%, the 22Q3 new energy passenger car is calculated Wholesale sales are expected to increase by 105.9%year -on -year, and the performance of the new energy industry chain company is expected to increase significantly.

In addition, Southwest Securities also looks forward to the three quarterly reports of the automotive industry. In the context of high prosperity, increased capacity utilization rate, main raw material prices and shipping costs, and the depreciation of the RMB, the income of the 22Q3 automotive industry is expected to increase by 27%year -on -year - 35%, gross profit increased by 39.7%-58.4%year -on -year, and net profit increased by 47.3%-71.7%year -on -year.

In terms of environmental disturbances at home and abroad, Nomura Securities Research reports that geopolitical conflicts have limited impact on power battery manufacturers and vehicle manufacturers. Although the market is concerned about the US inflation reduction bill (IRA) The demand for domestic and European markets is enough to support the continuous growth of battery manufacturers such as Ningde Times. Regarding the disturbance factors such as epidemics, Huaxi Securities stated that the divergent divergent of the epidemic has a certain impact on the needs of the terminal. The non -epidemic affects regional demand steadily from the previous month. Under the weakened impact of high temperature, epidemic and electricity limit, it is optimistic about the acceleration of Jinjiuyin and Ten lines to boost demand.

Galaxy Securities said that in early September, the Mid -Autumn Festival was relatively silent, and the lunar calendar festival had a poor time, so it brought interference to the retail performance of the first week of September.

Regarding the future trend of the automotive industry, Galaxy Securities emphasized that although the Chengdu Auto Show held from August 24th to 29th, the exhibition period was short, but many new models appeared during the exhibition period. The "first battlefield" also sounded "Golden Nine Silver Ten" to accelerate the offensive charge. Coupled with the arrival of the opening season, the demand for car purchase was stronger, and the sales volume was further released.

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