New energy vehicle sales explosion -type growth many industrial chain companies in the first half of the year prehence

On July 5th, BAIC Langu released the subsidiary Beijing New Energy Vehicle Co., Ltd. (hereinafter referred to as "BAIC New Energy") in June. There were 1585 vehicles in the same period last year. The cumulative output this year was 6082 units, an increase of 181.97%year -on -year; the cumulative sales were 170,000 units, an increase of 144.43%year -on -year.

In addition, there are many new energy listed car companies' delivery volume in June have achieved high -speed growth. In response, Cui Dongshu, Secretary -General of the Lianlian Lianlian, told the reporter of the Securities Daily, "New energy vehicle delivery has increased, and the supporting factors behind them are the recovery of the automotive company industry chain and the rise in gasoline prices." The sales volume of new energy vehicles in the month may reach a record high.

New energy vehicle companies have increased sales in June

According to the production and sales express report, BAIC New Energy increased by nearly 5 times the year -on -year in June this year, and the monthly sales volume increased by 126.94%year -on -year, which performed very bright. In response, BAIC Blue Valley told the Securities Daily reporter that "the increase in sales of the subsidiary in the first half of this year, marking the phase achievement of BAIC Blue Valley to high -end intelligent transformation and the expansion of the private car market. In the future, in the future, in the future, in the future, in the future, in the future, in the future, in the future, in the future, BAIC Blue Valley will be based on the strategic core of enhanced corporate competitiveness, adhere to the strategic core of high -quality development, and continue to refine the four major business support systems of R & D, manufacturing, marketing, and service. "As of now, Jiqi Blue Valley's polar fox car has been opened and operated across the country. There are 114 stores, and this year's marketing store plans to reach 186.

In addition, many new energy listed car companies announced the June car delivery report. In the month, the ideal car delivery exceeded 130,000 ideal ONE, an increase of 68.9%year -on -year. During the same period, Xiaopeng Automobile delivered 15,300 smart electric vehicles, an increase of 133%year -on -year; a total of 690,000 units were delivered in the first half of the year, an increase of 124%year -on -year.

"The increase in production and sales of new energy vehicles in June shows that the market and consumers' recognition of new energy vehicles are getting higher and higher, which may become a milestone for the development of new energy vehicles." Qi told the "Securities Daily" reporter, "This is related to the continuous operation of gasoline prices, and it is also related to the improvement of the charging and replacement infrastructure of new energy vehicles and the improvement of customer experience. , The electric vehicle consumer market has been fully activated. This series of automotive consumption stimulus policies have the characteristics of wide range, large tools, and high stimuli. This time the driving of car consumption is comprehensive, including all independent brand models, all joint venture models, and some entry -level luxury car markets will be stimulated, and the demand potential will be greater. "

Several industrial chain companies' performance pre -joy

While the sales of new energy vehicles rose sharply, lithium battery companies, an important part of the new energy vehicle industry chain, also performed well, and their performance in the first half of the year was generally better.

On July 5th, Dangsheng Technology released the semi -annual performance forecast of 2022. It is expected that the net profit attributable to the mother will be 900 million to 1 billion yuan in the first half of the year, a year -on -year increase of 101.33%to 123.70%. During the reporting period, the company's lithium battery positive electoral material new generation products quickly form a large -scale application. The sales volume of the orthopedic material products increased significantly year -on -year. The technology leading value was prominent, and the company's profitability continued to increase. The positive electrode material is the key material of the core component of the new energy vehicle, which plays a decisive role in the energy density, cycle life and multiplier performance of the power battery. The semi -annual performance forecast was announced in a single day.

The net profit of Tianhua Super Port in the first half of the year will also achieve ultra -high growth. In the first half of this year, the company is expected to achieve net profit of 3.35 billion yuan to 3.650 billion yuan, a year -on -year increase of 971.70%to 1067.67%. Tianhua Chaoping said that the main reason for the increase in performance is mainly to benefit from the rapid development of the new energy industry. The market's demand for lithium salt is strong. The company brings great profit contributions.

It is worth mentioning that the average price of lithium hydroxide at the current battery -level lithium hydroxide has reached 470,000 yuan/ton, which has risen sharply from last year. "Generally speaking, the current lithium prices are stable and strong, and the willingness to sell at low prices in enterprises is low. In addition, the supply and utilization rate of market capacity are generally low. With the recovery of demand, the contradiction between the supply and demand of the lithium market is prominent, and the price will increase." Qu Yinfei, a lithium industry analyst at the Shanghai Steel Union New Energy Division, told the Securities Daily that "the overall trend of the lithium market in 2022 is strong. With the amount of mining of the mining side from 2023 to 2024 A rational return will appear with the supply and demand. "

Reporter Xiang Yantao

Lear reporter Xu Linyan

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