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New energy vehicles are enjoying unprecedented opportunities.
On September 6th, Minister of Science and Technology Wan Gang stated that in the key node of the marketization of new energy vehicles, many ministries and commissions will adopt various forms to jointly promote the marketization process of the new energy automotive industry. This indicates that the development of new energy vehicles in China will switch from the "policy trajectory" to the "market trajectory."
Stimulated by favorable policies, the stock prices of individual stocks of A-share new energy vehicles soared, and many auto companies also launched their own new energy vehicle products.
With the superposition of policies and car companies overweight new energy vehicles, the private energy market for new energy vehicles will enter a period of rapid development in the next two years. Hybrid vehicles, pure electric vehicles, and micro-electric vehicles will become the driving force for car companies. Focus.
The policy favors of new energy vehicles are being released.
On September 6, Minister of Science and Technology Wan Gang stated at the 2014 China Automotive Industry Development (TEDA) International Forum that at the key node of new energy vehicle marketization, many ministries and commissions will adopt multiple forms to jointly promote the new energy automotive industry market. Process.
This indicates that the development of new energy vehicles in China will switch from the “policy track†to the “market track,†stimulated by the purchase tax relief policy for new energy vehicles, plus the impact of a purchase order for one thousand new energy vehicles. The share price of SAIC Motor (600104, SH) led the new energy vehicle segment last week, soaring to the highest point this year.
In addition, the share prices of vehicle-listed companies such as Yutong Bus (600066, SH), Jianghuai Auto (600418, SH), and BYD (002594, SZ) continued to rise. Shanghai Putian (600680, stocks) (600,680, SH), power sources (600,405, shares) (600,405, SH) and other related supporting industries also performed positively.
Last week, the new energy vehicle product market also has bright spots. Many companies such as Dongfeng Nissan Kai Chen and Jianghuai have released electric vehicle products in Shanghai. Dongfeng Fengshen, Zhongtai and other companies also all said in the near future that they will introduce new products for electric vehicles during the year.
Under the superposition of policies and car companies overweight new energy, new energy vehicles are expected to reach 80,000 sales this year, and in the next two years, the new energy market will also accelerate in size, which will help the market really enter the market. Industrialization development stage.
Policy favorable to leverage capital markets
“This year is a year of new energy vehicle policy. Driven by relevant positive news, the volatility of new energy vehicle concept stocks will continue until at least 2016, when new energy vehicle sales are expected to usher in an outbreak.†National Securities Auto analyst Cao He told reporters.
Since July of this year, the new energy policy has continued good news. In July, the state issued three successive policies, including reductions in the purchase of new energy vehicles and the tilting of official vehicles to new energy vehicles. Just over a month later, the first list of new energy sources exempted from purchase tax models was formally released.
Since the capital market has continued to rise, the stock prices of a number of listed companies have soared, involving SAIC, Yutong Bus, JAC, BYD, and Lifan (601777, shares) (601777, SH) and other listed companies.
The Wind Info shows that from July 2 to September 10, SAIC's share price has climbed from 14.23 yuan to 18.36 yuan, an increase of more than 29%. During the same period, BYD's stock price rose from 44.46 yuan to 53.66 yuan, an increase of 20.69%; JAC, Yutong bus companies such as the stock price increase during the period is also about 30%.
The favor of the capital market for new energy vehicles has also become an effective way for some companies to improve their P/E ratios. In August of this year, Chen Hong, Chairman of SAIC Motor Co., Ltd., who was in a relatively short period of time, announced to the outside that it would add a market value management function at the group level to boost SAIC's performance in the capital market. As the largest auto company in China, SAIC's P/E ratio was only 6.4 times in mid-August, while the sales ratios of GAC Group (601,238 shares) and FAW Car (000,800, respectively) were 15.6 and 17.7 times respectively. Wande Information shows that with the soaring price of SAIC, the price-earnings ratio of SAIC has risen to 8.1 times on September 10.
UBS Securities analyst Chen Shi pointed out in his research report that “in the past, the rise of the new energy auto sector was mainly driven by events. In the future, along with the expansion of new energy vehicles' upstream production capacity in the upstream upstream industry chain, the stock price will continue to be supported under the policy. The catalyst will also be transformed into an event-driven superposition-driven business.†Industry insiders are optimistic that this year's new energy vehicle sales are expected to reach 70,000 to 80,000 units. Last year, the overall sales of new energy vehicles was only 17,600.
“The new energy vehicle concept has become the most significant factor affecting the stock price at present, and it can also play a role in improving the stock price of listed companies,†said Cao He.
Car companies quickly respond to policy dividends
Corresponding to the skyrocketing stock prices, car companies have also accelerated their actions in response to new energy markets.
Wan Gang proposed four measures for the rapid development of new energy vehicles at the TEDA Forum. First, it should adhere to the market orientation and guide enterprises to independently increase investment in R&D. Second, optimize the market environment and reduce the market access threshold for new energy vehicles; The public platform will increase the government’s continued investment in basic research and key common technologies for new energy vehicles. Fourth, it will strengthen international cooperation.
“As soon as the local subsidy policy was implemented, we immediately transferred the dividends to consumers.†On September 9th, at the kick-off meeting of the Jianghuai Yuet iEV4 Shanghai market, Jiang Jinhuai’s chairman An Jin stated.
On August 29th, the Shanghai Economic and Information Technology Commission announced the 8th batch of new energy vehicle catalogues. JAC iEV products were selected and enjoyed the dual subsidy of the central government and Shanghai for electric vehicles. The price gap of car products has been reduced to around 10,000 yuan.
On August 29, SAIC Motor signed a strategic cooperation agreement with a rental car, which purchased the first batch of thousands of Roewe E50s and Roewe 550PLUG-INs. SAIC hopes to accelerate the private acceptance of new energy vehicles by leveraging the advantages of rental companies in the leasing market and the low cost of electric vehicle leasing.
In addition, Dongfeng Nissan Kai Chen Morrison was listed in Shanghai on September 10.
Wan Gang mentioned insisting on market orientation and guiding enterprises to independently increase investment in R&D, which is crucial to the marketization of new energy vehicles.
For independent brands, grasping the opportunity for new energy development will be an important bargaining chip for the market in the future. In the area of ​​new energy vehicles, the gap between autonomy and joint ventures is not big, and the companies represented by the above companies have already made forward-looking arrangements. It is understood that SAIC has announced that it plans to invest 6 billion yuan in five years to invest in core technologies such as motors, batteries and electronic control. At present, SAIC's new energy industry has become increasingly sophisticated, and key components and systems for new energy vehicles have also been constructed.
Li Jianhua, deputy general manager of Jianghuai Passenger Vehicle Marketing Company, told reporters that at present, China's new energy automotive industry is in its initial development stage. To allow the market to accept a new thing as soon as possible, it needs the participation of policies.
With reference to the previous experience of the promotion of hybrid vehicles in Japan, as early as in the early stage of the development of this industry in 2009, Japan specifically introduced relevant tax incentives and incentives. Since then, this type of product has seen an explosive growth. In 2009, the sales volume of hybrid vehicles in Japan exceeded 450,000, which was approximately 4 times that of 2008, and accounted for the first time that the proportion of new vehicle sales in that year exceeded 10%.
According to industry insiders, the new energy vehicles will continue to fluctuate under the cooperation of policies, capital markets, and companies. This market is expected to enter the stage of industrialization in the next five years.