Lithium ore, new energy vehicles and other sectors have fallen first, and new energy vehicles ETF (159806) fell nearly 5%

Lithium ore, new energy vehicles and other sectors have fallen first.The turnover exceeds 100 million yuan, and the premium transaction in the market.

Everbright Securities believes that the current new energy vehicle sector has switched from the rising phase of the policy dividend to the fundamental increase stage from the sales/performance -driven fundamental aspect. It is expected that the short -term sector may show a high -level shock trend.It is optimistic that some provincial and municipal subsidy plans to adapt to local conditions+2023E new energy vehicle subsidies cancel the corresponding 4Q22E outlook for 4Q22E, and maintain the sales of 2022E domestic new energy passenger cars of 5.55 million vehicles.

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