New energy vehicle industry chain information

Core view: at the beginning of the New Year, vientia update, new energy vehicles hot at the end of the year after the market into January will meet the test, the data affected by the low base in January last year, the year-on-year data is still maintained high growth, but the sequential data is expected to have a relatively large decline, so it is recommended that investors cautiously wait and see, patiently wait for the correction, around the new energy passenger car and commercial vehicle differentiation Focus on the layout of the subdivision field. Segments are optimistic,BMS,Pack and ternary and other segments where the economy continues to rise. In terms of the target, continue to recommend Shuguang shares (BMS and Pack), BYD (battery, vehicle), smart energy (battery), Dang Sheng Technology (ternary cathode material), Shanshan shares (ternary cathode material), New Zhou Bang (electrolyte), Songzhi shares (electric air conditioning).

Domestic and foreign market review: Last week, the overall performance of the new energy vehicle plate was better, of which the most eye-catching performance was the electrolyte plate (3.33%). Leading stocks were: Dongfeng Technology (23.54%), New Zhou Bang (18.45%),*ST Rongjie (15.26%); Led by individual stocks are: guoguang electric equipment (20.52%), citic guoan (12.92%), and co (10.67%). Last week, the overseas electric vehicle sector performed better (2.94%), while the other two sectors performed generally: the weighted average increase or decrease of the lithium battery sector was -1.06%, and the weighted average increase or decrease of the lithium electric vehicle sector was -0.32%.

Important policy tracking: Five new national standards for electric vehicle charging interfaces and communication protocols were released

Henan government supports electric vehicles The government gives priority to purchasing electric vehicles

The Ministry of Industry and Information Technology announced the list of the first batch of lead battery enterprises

Thirty-nine companies, such as Tianeng and Chaowei, were selected

Important information at home and abroad: Jining charging pile next year is expected to cover all counties and urban areas

The first dry process automatic lithium battery recycling production line in China has been successfully developed

Baic's two new projects once again settled in Changzhou power lithium battery investment of 3 billion

Beijing-tianjin-hebei four highways

This year 50 km a charging station

In 2016, Beijing will arrange 1.7 billion yuan for the promotion of new energy vehicles

Baoding has 2,412 new energy vehicles on the road, and 164 charging piles are put into use

The total number of new energy vehicles in Qingdao will break 10,000, and subsidy policies have been introduced recently

Panasonic builds $412 million lithium-ion battery factory for cars in Dalian

In Europe, 19,577 electric vehicles were sold in November, up 115% over the same period

Tesla's 4-year plan: Run 1,000 kilometers on a single charge and launch a self-driving car

Important announcement: Xiongtao Shares (002733) and Anhui Star Kailong Bus signed the "Automotive power battery purchase Contract", with a total amount of 260 million yuan

Risk warning: the construction of supporting facilities is slow; Marketing is lower than expected; Oil prices are down;