The main funds of nearly 12 billion yuan have poured into this track, 18 stocks have daily limit, and 16 pre -hidden stocks are "litter" machines!

Author:Securities daily Time:2022.07.08

Text | Zhang Ying Ren Shi Bi

On July 7, the new energy vehicle sector performed strongly, and its overall increased by 2.41%, winning the Shanghai Stock Exchange Index (increased by 0.27%). In terms of individual stocks, 18 concept stocks including Sunshine Power, Foton Motors, Jiangling Automobile, etc. are lined up. At the same time, the main funds of the market are actively poured into the layout of the sector. On July 7, the new energy vehicle sector overall showed the net inflow of the main funds, with a total of 11.95 billion yuan. Among them, the net inflow of 27 concept stocks exceeded 100 million yuan, and three concept stocks such as BYD, Ningde Times, and Sunshine Power were most sought after. The net inflow of main funds reached 1.725 billion yuan, 1.657 billion yuan, and 1.616 billion yuan. The net inflow of the four concept stocks including automobiles, Yiwei Lithium, Guoxuan Hi -Tech, and Xinwangda also exceeded 400 million yuan. Recently, the favorable policy of supporting new energy vehicle consumption has continued to support the rise in sectors. On July 7, according to the website of the Ministry of Commerce, the Ministry of Commerce and other 17 departments recently issued the "Notice on the Expansion of Auto Consumption and Expand Auto Consumption" (hereinafter referred to as "Several Measures"). "Several measures" emphasize the support of new energy vehicles. Promote the freedom of cross -regional freedom and eliminate the protection of the new energy vehicle market. It is not allowed to set the record catalog of local new energy vehicle models in various regions, and to set unreasonable vehicle parameters for new energy vehicle product sales and consumer subsidies. Support new energy vehicle consumption, and study the issue of exemption from the purchase tax policy exempt from the purchase of new energy vehicle vehicle. Carry out the activities of new energy vehicles to go to the countryside, encourage conditions for conditions to introduce support policies for the countryside, guide enterprises to increase the preferential activities, and promote the use of new energy vehicles in rural areas. New energy vehicles are newly registered for new records. According to statistics from the Ministry of Public Security, as of the end of June this year, the number of new energy vehicles in the country reached 101 million, accounting for 3.23%of the total vehicle. Among them, pure electric vehicles have 810,400 vehicles, accounting for 80.93%of the total new energy vehicles. In the first half of the year, the newly registered new energy vehicles were 2.209 million units, an increase of 1.106 million units compared with the number of newly registered registration in the first half of last year, an increase of 100.26%, a record high. The data provided by the Federation confirmed the high prosperity of the new energy vehicle sector. According to data from the Federation of Federation, from June 1st to 30th, the national passenger car market retail sales of 1.926 million units, an increase of 22%year -on -year, and an increase of 42%over the same period last month. Last year, 37%, an increase of 33%over the previous month. Among them, new energy vehicles show a strong and good growth trend. Based on the estimated sales of the internal manufacturers of the Federation of Federation, the wholesale sales of the national new energy passenger car market in June are expected to reach 546,000, a year -on -year increase of 130%. The industry's high prosperity is also reflected in the performance trailers of listed companies in the first half of this year. Data from Flush Shun showed that as of July 7, 19 new energy vehicle sectors had disclosed the performance forecast of the first half of 2022. The performance of 16 companies was pre -joy, accounting for more than 80 %. Chen Li, chief economist of Chuancai Securities and Director of Research Institute interviewed by a reporter from the Securities Daily, said, "The future development trend of the new energy vehicle industry is mainly reflected in three aspects: first, the new energy vehicle industry will really enter the market During the competition stage. After the subsidy exits, the competition of the car company will inevitably become more intense. Those brands that grow up by subsidies and lack competitiveness will be accelerated to eliminate, and they will give birth to a large number of car companies with new technologies and core competitiveness to enter the market, so as Promote the healthy development of the industry. Second, the outbreak of the market will promote a new round of automotive technology innovation and progress. In the future, the advancement of technology may give the economic advantage of new energy vehicles and the competition between fuel vehicles in the same level. The industry is expected to usher in real demand. Attacking points. Third, small and medium cities and rural areas or rural areas will become a new growth point for the new energy vehicle market. Thanks to the support of new energy vehicles to the countryside, third -tier and fourth cities and rural areas are expected Important areas. From the perspective of valuation, although the valuations of some companies in the current industrial chain are relatively high, the performance growth and certainty of high -quality enterprises in the supply chain related links are very high. There is room for further rise. "Liu Jixin, assistant to Rongzhi Investment Fund, a subsidiary of Rongpai.com, told reporters that driving for car consumption is one of the important measures for steady growth. Recently, the policy that stimulates car consumption is constantly increasing, promoting the sales of new energy vehicles Further release. Therefore, the performance of listed companies in the new energy vehicle sector has increased, which has well digested the high valuation of the new energy vehicle sector and further enhanced the attractiveness of the new energy vehicle sector. For the investment opportunities of the new energy vehicle sector, He Li, the general manager of the Supreme Fund, told reporters that the new energy vehicle sector is expected to continue to maintain high prosperity. After a large retreat of the stock price in the early stage, the valuation is at a low stage to highlight the long -term configuration value. It is recommended to pay attention to the competitiveness of upstream lithium resources, midstream battery manufacturers, downstream OEMs, and electric intelligent components. Table: On July 7th, the new energy vehicle concept stocks with a net inflow of main funds exceeded 100 million yuan: Ren Shibi