According to the latest statistics, January to August of 2015, it forecasts new energy vehicles has reached 123,500, and in October this year, Chinese new energy vehicle production reached 50,700, year-on-year growth 8 times. Among them, the pure electric passenger vehicles production was 21700, year-on-year growth 8.5 times; Pure electric commercial vehicles production was 19 600, year-on-year growth 4 times; Plug-in Hybrid Electric passenger vehicles production was 7028, year-on-year growth 2 times; Plug-in Hybrid Electric commercial vehicles production was 2389, year-on-year growth 2 times. The obvious, the pure electric passenger vehicles and commercial vehicles still occupy the main growth.
January to October of this year, cumulative production of new energy vehicles was 206,900, year-on-year growth 3 times, and new energy vehicle production is expected to exceed 300,000 by the end of the year.
So there are significant opportunities for new energy automotive industry. Investment opportunities in new energy vehicles mainly concentrated in three aspects:
i) New energy bus in advance
We should pay close attention:
|
Company |
Stock |
Website |
|
Zhongtong |
000957 |
http://www.zhongtong.com |
|
Yutong |
600066 |
http://www.yutong.com |
|
KLM |
600686 |
http://www.xmklm.com.cn |
ii) New energy passenger vehicles
We should pay close attention:
|
Company |
Stock |
Website |
|
Newchoice |
300198 |
http://www.nachuan.com |
|
Cooltech |
300153 |
http://en.cooltechsh.com |
|
JAC |
600418 |
http://www.jac.com.cn |
iii) Quality parts manufacturers
We should pay close attention:
|
Company |
Stock |
Website |
|
Joyson |
600699 |
http://en.joyson.cn |
|
Wanxiang |
000559 |
http://www.wanxiang.com.cn |
|
BROAD-OCEAN |
002249 |
http://www.broad-ocean.com |
(Date: November 2015, China)
