Since 2016, the new energy vehicle market has maintained a relatively high degree of prosperity. After March, it enters the peak season, and the production and sales volume may increase in both the same period and the previous quarter. At the same time, various localities have made efforts to support the new energy automotive industry and subsidies have been landed. It is recommended that investors dig gold into the new energy auto industrial chain from both vehicle and charging piles.
New energy car charging pile
Lots of efforts
From March 24 to March 25, 2016, the 16th Mayor Joint Meeting of the Yangtze River Delta City Economic Coordination Committee will be held in Jinhua. The mayors of 30 member cities including Shanghai, Wuxi, Ningbo, Zhoushan and Suzhou will attend the meeting. During the conference, the "Yangtze River Delta (Jinhua) New Energy Auto Show 2016" will be held to hold the "First Yangtze River Delta Regional New Energy Vehicle Development Promotion High-End Seminar".
On March 23, 2016, the Guangzhou Municipal Government convened the heads of automobile and internet companies such as GAC Group, Qingdao TRT, Jieshi Yuasa, and LeTV, as well as the China Automotive Technology and Research Center, the University of Michigan MTC, and Sun Yat-sen University and other scientific research institutions. Representatives of universities and colleges and universities conspired with the strategy of speeding up electric vehicles. According to media reports, the city of Guangzhou built more than 4,000 charging piles in 2015. The Guangzhou municipal government plans to complete the construction of a total of nearly 20,000 charging piles in 2016 to offset the worsening of 2015 construction. In addition, the specific subsidy rules for Guangzhou New Energy Vehicles are being formulated and will be introduced in May and June 2016. It is expected that Guangzhou's new energy subsidies will not decline. If you do not retreat, ordinary Guangzhou consumers can get a maximum of 117,000 yuan in subsidies for new energy vehicles.
The deputy mayor of Hangzhou previously stated that Hangzhou will vigorously construct charging piles. Starting this year, the implementation of new energy vehicles will not be limited to purchases or restrictions. Hangzhou buses will also be fully converted to new energy vehicles by the end of the year.
It is worth noting that in 2016, policy warm winds were frequently blown into the new energy automotive industry. The executive meeting of the State Council in February determined five measures to further support the new energy automotive industry. During the “two sessions†in March, the Minister of the Ministry of Industry and Information Technology stated that China’s new energy vehicles have entered a growth period and are expected to have more than double the growth rate this year. At the same time, the subsidy policies of various local governments are rapidly following up. At present, 14 cities and provinces including Beijing, Shenzhen and Hebei have already defined the subsidy policies for local new energy vehicles in 2016, and they are mainly based on a 1:1 subsidy ratio.
Nuggets in both directions
From the current point of view, the new energy automobile market maintains a high degree of prosperity. According to statistics from the China Automobile Association, from January to February 2016, new energy vehicles produced 37,937 vehicles and sold 35,726 vehicles, an increase of 1.7 times year-on-year. Among them, 24,835 units of pure electric vehicles were sold, an increase of 2.7 times year-on-year; 10,891 units of plug-in hybrids were sold, an increase of 68.5% year-on-year. In terms of subdivision, pure electric vehicles slightly exceeded market expectations, and production and sales volume increased 2.6 times and 2.7 times year-on-year, considering that some pure-electric passenger vehicles with top sales last year, such as Conti, have not yet been sold this year. The car will still perform bright this year. After March, in the peak season, the production and sales volume will increase year-on-year, and the introduction of local subsidies will accelerate the increase. Unlike in 2015, due to lack of experience, the lack of superimposed battery supply in the fourth quarter will lead to rush-fitting, and this year may appear ahead of schedule. This means that the industry will warm up in the second and third quarters. Investors are advised to proceed in two directions.
On the one hand, attention was paid to the structural differentiation of the entire vehicle industry. The proportion of passenger cars expanded in January-February 2016. The mixed performance of plug-in vehicles was particularly bright, and the proportion of commercial vehicles declined, indicating that the industry's endogenous demand has begun to exert force. Plug-in benefited from the increase in the sales of star SUV models, which accounted for 27% of the sales volume from 18% in 2015. The structural differentiation is favorable to the industry leading companies with the advantages of production capacity and models.
On the other hand, attention is paid to the charging facilities supporting new energy vehicles. At the end of 2015, the charging top-level design was introduced. In 2016, when the national standard was landed, the national and local incentive and subsidy mechanisms were gradually perfected, and the amount of charging facilities was expected to be expected. It is expected that the second quarter will be the starting point for accelerating construction. The charging pile is a good user data entry point and opens the rare import ports for future smart grids, car networking, etc. In 2015, the theme of charging piles is booming. In 2016, the actual outbreak of the production and sales volume of charging piles will also usher in the theme and opportunities for growth.
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