When the energy transition is poked to the pain point of the electric vehicle -minimalist investment

Source: WeChat public account "Daida" (WeChat public account ID: daoda1997)

A year ago, Pharaoh bought more than 600,000 electric vehicles next door. He often used supper to take me to try the car. While Pharaoh experienced a high -speed push back, implying me to click his central control screen.

In the past two days, his car was lying in the yard. I asked, and the answer was, "The charging pile is out of power, dare not drive away."

When I love to play trams, I dare not drive. Should we also return to reality from Musk's "big cake" ...

The charging caused by power tension is embarrassing

Due to high temperature weather, the drama of hydropower power generation has been reduced, and even Sichuan, which has abundant water resources, has also appeared in power tensions. If it was placed in two or 30 years ago, the tension in summer was normal, but at that time, our industry and life were not as dependent on power as much as today.

At present, electricity is in a tight situation and has an impact on electric vehicle terminals. According to the First Financial Report, the reporter inquired on the NIO APP that there are indeed some charging piles and power stations in Chengdu to stop running in Chengdu.

A -share investors are also potential consumers of electric vehicles. I am currently considering returning to the fuel vehicle camp. Anyway, many fuel vehicles have the interior and intelligence of fuel vehicles, and they are almost the same as electric vehicles.

Thinking deeper, last year, power tensions appeared in the Northeast, and this year Sichuan also had power tensions. If I am going to buy an electric vehicle, but if there is still a situation of electricity, then I might as well buy fuel cars to "take off" (leaving, Sichuan dialect, which means simple, free and clean).

Will this worry weaken the sales momentum of electric vehicles? It really needs everyone to think about it. According to the China Automobile Industry Association, from January to July, new energy vehicles sold 3.194 million vehicles, car sales were 14.477 million units, and the penetration rate reached 22.06%.

Some brokerage analysts predict that the penetration rate of electric vehicles in my country this year may exceed 30%. The space is beautiful, but if there is still a situation of electricity, I don't believe how much consumers can move electric vehicles.

Tongwei entering the component link

We have previously talked about the story of Tongwei: A agricultural company, through the "fishing light integration" project, has become a leading enterprise in the photovoltaic industry, and through the upstream of the industry, it has become the leading silicon and silicon wafer leader. Now Tongwei enters the component link, the component of China Resources Electric Power in the pre -bid, and the bidding unit price is still lower than the quotation of the leading component Longji.

The market's view of this matter is also simple and straightforward: green peers and red downstream.

The entry of Tongwei on the component further explained that the business model of the midstream manufacturing industry has never had a high threshold. The instinct of the minimum cost of chasing costs will force the enterprise to invest more capital expenditures. The logic of bull stocks in this link will always be the advantage of the cost, and there is no eternal photovoltaic cow stock. Last year's Central, this year's Aixu was the same.

Breeding in fertility

Investors will always look for opportunities in policies and news, and make money in big A shares with their own knowledge.

The issue of fertility has always been the topic of our attention. Now we have ushered in the institutional level. I believe that more and more direct fertility encouragement policies will be introduced in the future.

Auxiliary reproductive tracks, you can collect related companies ...

I will say so much today, I wish you all a happy weekend and get rich next week!

(Minimal Investment Research Society)

(This article is for reference only, not as a basis for investment. Based on this, the risk is on the market.)

Daily Economic News

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