Stimulate new energy vehicles as increased sales of reserves by the outbreak

Posted on 12/30/2015 10:55:57 AM

From the recent market performance, China's auto sales in October by a new energy record monthly high and the first electric car production qualification list of news released soon, lithium battery concept, energy-saving and new energy vehicle sector eye-catching performance in the secondary market, a beautiful landscape on the market. As a "Made in China 2025" proposed in one of the ten major breakthroughs in the field of new energy automotive industry benefited from the policy side and the fundamentals popular wheel drive. In this context, the key layout of the new energy automobile stocks are also expected to fund long-term investment opportunities.
Changjiang Securities in early November released a research report that the new energy vehicles remains strong uncertainty, both the defense and the attack, continue to focus on recommendation. November-December 2013 - the last two months of 2015 to promote the subsidies intend to further enhance the car, manufacturers have to respond adequately to the market to improve productivity, the next two months the average monthly yield a high probability to achieve 40,000-50,000 vehicles, earnings visibility remains strong. Upstream the preferred battery and equipment manufacturers, downstream we can focus on new energy buses leading Yutong Bus, the new energy passenger outstanding enterprises JAC, BYD leader in new energy vehicles, new energy technology leader SAIC and new energy electric air conditioning faucet loose Chi shares.
Although in the Fifth Plenary Session of the market cautious attitude bias that early experience theme of investment, after the valuation of repair, reduce market catalyst, profit-taking may have. Xinhua still trend leader said at the end of China's IMF SDR vote can be passed very important, if short-term will stimulate the market by prices, but if not pass, the market may usher in a major adjustment, that time is recommended the deployment of quality growth stocks and low valuation White Horse Unit, including financial, in the prefix, food and beverage, pharmaceutical, food, environmental protection, new energy vehicles, livestock industry chain plate leading stocks.

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