Tianqi Lithium rose more than 5%, and the new energy car ETF (159824) became popular

Author:Capital state Time:2022.07.20

The lithium mining stocks fluctuated and stronger, and the Tianqi lithium industry rose exceeded 5%, and now increased by 3.03%. New Energy ETF (159824) rose 0.20%, and the turnover exceeded 10 million. Since the end of April, the new energy car ETF (159824) has increased by more than 60%, and has increased by 42.23%on the past 60s, which can be described as "elastic."

On the news, relevant departments sent data showing that the production and sales of new energy vehicles in June completed 590,000 and 596,000, respectively, a average of 1.3 times year -on -year. In the first half of the year, the production and sales of new energy vehicles were 2.661 million and 2.6 million, respectively, a average of 1.2 times year -on -year. From the perspective of the entire production and sales scale, it was a record high with a market penetration rate of 21.6%.

Huatai Securities said that it is optimistic that the new energy vehicle industry has steadily increased under multiple favorable logic: 1) Policy end: "Carbon neutrality" trend, from medium- and long -term automotive electricization will continue to be the core measure; Energy vehicle product matrix is ​​continuously improved, more accurate positioning and more accurate downstream demand, short -term and medium -term stimulation consumption; 3) technical terminal: power battery and automotive intelligent technology continuously iterate, new energy vehicles can make consumers have more cost -effectiveness than fuel vehicles cost -effective High quality experience. Demand will continue to grow under multiple stimuli, driving the industry's high prosperity, optimistic about the new energy vehicle industry.

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