Caixin Wen ｜ New energy "high fever" frequently appears cow stocks!Why didn't the index "run" through the car?

Popular Network · Poster Journalist Shen Tong Jinan Report

On July 7, the Shanghai and Shenzhen cities have risen throughout the world. Carbon neutrality is still "high fever", and the entire new energy sector erupts, making investors not only sigh: "It seems to return to last year." On the whole, market stocks rose more and declined in the afternoon. Related concepts are full. As of the closing, the major A -share stock indexes were closed for a red disk, and the turnover of the two cities reached 1.05 trillion yuan, which maintained a trillion -dollar transaction level for 11 consecutive trading days.

(The concept of car, new energy -related concepts increases first)

New energy "high fever does not retreat", automobiles and components "return to the king"

Specifically, it is not difficult to find from the front -increase section, and the new energy track still maintains a high heat; from the perspective of the rising car and car parts sector, Dongjian Technology, Huayi Technology, Futian Automobile,,,,,,,, Futian Automobile,,,,,,, Futian Automobile,,,,,, Futian Motor,,,,,, Futian Motor,,,,,, Futian Automobile,,,,,,, Huafeng, Guihang, Yinlun, Guangdong Hongtu, Zhongtong Bus, Xiangxin Technology, Jiang Ling Automobile, Xingyu Co., Ltd., Helai Technology, Ankai Bus and other daily limit may rise by more than 10%.

Whether it is the continued soaring of cars or new energy -related sectors, it is due to the introduction of relevant national policies. On July 7, 17 departments including the Ministry of Commerce jointly issued the "Notice on Staying Several Measures on the Circulation of Automobile Circulation and Expanding Auto Consumption" (hereinafter referred to as: "Notice"), focusing on supporting the purchase and use of new energy vehicles, active used car markets, promoting automobile update Consumption, support for parallel imports of automobiles, optimizing automotive use environment, enriched automobile financial services, etc. have proposed 6 aspects and 12 policy measures.

At the same time, on the evening of July 6, Hengchi Automobile revealed at the pre -sale conference that its first production model "Hengchi 5" pure electric luxury SUV pre -sale price was 179,000 yuan. Delivery began in October this year, and the first 10,000 vehicles were completed in the first quarter of 2023. Liu Yongzhuo, president of Hengchi New Energy Automobile Group, said that Hengchi 5 is equipped with lithium iron phosphate batteries in Ningde Times, with a rated electricity volume of 72.8kWh and a range of 602 kilometers. In the fast charge mode, the power is charged from 30%to 80%. 28 minutes.

Multi -profit superimposed, as a leader of power batteries, the Ningde era quickly responded, and the stock price rose 5.36%, approaching the early high point. At the same time, the automotive and automotive parts sector rose 4.31%, ranking first in the sector; the capitals and public utilities were also widened.

In fact, the strengthening of the new energy and automotive sectors is not only supported by the news surface. In the currently announced interim report trailer, the industrial chain of the new energy also has a good record. With the activation of the performance and "Ning Wang" and multiple popular stocks, the rise of new energy will still be maintained, and the low -level excavation of the stagnation track stock may become a stable choice.

The Guotai Junan Research News said that the electrification process of automobiles accelerated, and the ternary positive materials were better for a long time. At present, the three yuan installed capacity of overseas markets represented by Europe is about 90%. From January to May of the domestic market from January to May, the installed capacity of 34.0GWH accounted for about 40%, an increase of 186.1%year -on -year, and it still maintained a high -speed growth. Considering the current level of infiltration rates of global electric vehicles, the industry as a whole in the next 5-10 years will remain rapidly developing, and the demand for the three yuan materials will increase further.

Why didn't the new energy vehicle index run the car?

In addition, the reporter noticed that the car sector that had "rejuvenating" has recently risen again. Data show that as of the close of July 7, the car index rose 5%throughout the day. But it is interesting that since this year, the increase and retreat of the car index have been better than the new energy vehicle index.

Not only that, in terms of listing ETFs, automobile ETFs also lead the ETF of the industry, which is nearly three percentage points higher than green power ETFs. Among all stock -type listing ETFs, although the increase in automotive ETFs is second only to the battery ETF, there are more than 5%of more than 5% Increase.

(Industry ETF)

(Stock ETF)

In contrast, the increase in concepts of new energy -related concepts is significantly higher than the concept of car. Many investors have asked questions about this.

As we all know, in the previous rebounds, new energy and new energy vehicles have made their best, but so far, the market does not seem to be more recognized related theme funds (or fund managers). Data show that since the Shanghai Stock Exchange Index 2863 points on April 27, few theme funds can get a stable ranking. Among the top 20 ETFs in the interval increase, the proportion of ETFs related to new energy -related ETFs related to new energy sources from April 27th to June 27th is relatively large, with 8; There are only two in the daily ranking ranking; and no new energy related themes appear in the return ranking in the interval from April 27th to May 27th.

Some market participants pointed out that the scope of new energy vehicles is large. The upstream is a battery. Various automotive parts in the middle reaches and various auto manufacturers in the lower reaches, and the upstream and downstream also have their own industrial chain. For example, the battery is also divided into ternary batteries and lithium iron phosphate batteries; Precision parts; intelligent automobiles in the downstream, unmanned driving, and so on. This has caused the same theme, but in fact, the focus may be completely different. In the market rotation, the fund's ranking is unstable. However, the second half is now. If a fund manager won the championship within the year with the theme of the new energy vehicle, it may be brought by the market to the relevant label.

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