Switch the style again!New energy vehicles have come again, and the fund manager has the latest judgment!

In the generation of Z, Brother Z is the most realistic.

Today, the A -share market has ushered in a rebound, and all kinds of indexes have become popular. Although the rebound is still weak, the market style has switched again.

At the time of the downturn in the early stage, the index was supported by heavy stocks such as real estate, insurance, banking, and aviation, and the track stocks fell. Today, insurance and banks drag down the large market, and real estate stocks are also collectively softened. Those who lead the market counterattack and return to the track stock again.

This time, the track stocks are the first to be the new energy vehicle sector.

From the perspective of the market, the entire industrial chain of the new energy vehicle has risen from upstream to downstream.

First of all, the upstream of the new energy vehicle industry chain is mainly based on raw materials production and processing.

Among them, the lithium mine sector is particularly important. The leading Tianqi lithium industry has risen by more than 9%. Ganfeng Lithium and Shengxin Lithium have rebounded sharply. Chuanneng Power acquired the field of salt lake lithium to increase the field of salt lake, and today's strong daily limit.

The positive electrode materials such as German nano, negative materials such as Shanshan shares and Enjie shares of the diaphragm ushered in a rebound.

Looking at the "Lithium battery, as well as other parts and components. The core is the Ningde era, and today it has finally ushered in a rebound, which once rose by more than 4%.

In addition, the Jiangte Electric in the field of motor rose nearly 7%, and the Changshu jewelry in the automotive decoration field rose more than 5%. In particular, Changshu Steam Towing, recently announced that it is planned to biseze the smart cockpit project with a total investment of 2 billion yuan. Changshu steam jewelry is also one of the new energy vehicle industry chain companies with the strongest trend in the near future.

In terms of downstream, it is mainly two major areas of vehicle and charging piles.

In terms of vehicles, BYD, GAC Group, Changan Automobile, and BAIC Blue Valley have rebounded. The strongest strength is the ideal car and Weilai listed in Hong Kong stocks. Today, the rebound has exceeded 5%.

In terms of charging piles, Sichuan Company Yingjie Electric has gone out of Niu stocks. Since this year, a cumulative increase of more than 70%.

In fact, since the third quarter of this year, the new energy vehicle sector has been adjusted significantly. Whether it is a leader or an ordinary company in the industrial chain, the decline has not been small. What are the market worry about? Can I continue to pay attention to this sector? Today, Yang Yu, the fund manager of Huaxia Fund, made the latest judgment on the industry prospects.

Yang Yu was the emerging fund manager who started working last year. The product he managed was the mix of Huaxia New Energy Vehicle. Yang Yu said that the market is most worried about the new energy vehicle sector, mainly two factors.

First of all, the overall sales of automobiles were worried about the market. In this regard, Yang Yu believes that the macro economy will have an impact on every industry, but we will not be too pessimistic about the overall sales of automobiles next year, because the car industry will have a relatively obvious marginal change next year. Growth, at the same time, the export growth has increased significantly.

From the perspective of purchasing demand, Chinese automobile sales have entered explosive growth since 2008, from 9.36 million units to 22 million units in 2013. Considering the purchase cycle of about 10 years, the demand for the replacement of automobiles has entered a stage of rapid growth.

The second issue worried about the market is mainly on the influence of exports of the automotive industry. In this regard, Yang Yu believes that domestic head battery companies are still very high in terms of technology, cost, consistency, and stability. At present, many foreign car companies customers are more hoped to cooperate with them.

From the perspective of export growth, with the significant improvement of Chinese cars, especially new energy vehicle products, Chinese automobile export data has continued to increase. The overall export of the automotive industry this year is expected to be 2.6 million units+60%year -on -year, of which about 600,000 units are expected to export new energy vehicles.

Regarding the prospects of the automotive industry next year, Yang Yu believes that due to the influence of subsidies and macroeconomic environments, in the first half of next year, a period of new orders may be poorly added. However, it is optimistic about the stock price trend of the moment in the next year.

The main reasons are the following points: first, the general direction of electrification and intelligence has not changed; second, new electric vehicle models with competitive electric vehicles will continue to be launched next year, and oil vehicles will also be replenished; third, leading company companies The global competitive advantage has not changed; fourth, as the performance continues to exceed the decline in the stock price of high growth, the valuation of the sector has returned to the lowest level and the valuation of the general manufacturing industry has been returned.

Therefore, Yang Yu said that the future development of new energy vehicles is still very confident. After a sharp decline in market experience, it is a better choice to increase fixed investment. Difficult moments.

Daily Economic News

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