Link "Click on the left,**Hexun Finance APP, receive Hexun Plus members for free, read the whole market investment dry goods: 8 major financial columns, the latest and hottest information exclusive**Interpretation, one step ahead of people to grasp the market investment trend. New energy vehicle industry monthly report: the peak season of electric vehicles will open in November, and the penetration rate of intelligent driving + fast charging drive will rise
In November, the production and sales of new energy vehicles were +859% and +732%, +39 YoY2% and +30%, and the penetration rate of electric vehicles was +1 QoQ04pct, the end of the year delivery season opens. At the Guangzhou Auto Show, the blockbuster models of intelligent driving + fast charging were jointly unveiled, and the new forces focused on the MPV blue ocean market, and a variety of MPV models with younger styling were unveiled. In addition, Huawei signed an investment cooperation with Changan Automobile (000625) on the emergence of blockbuster models of intelligent driving + fast charging, which is expected to catalyze the intelligent promotion of the entire industry.
The short-term disturbance of multiple factors in overseas markets has gradually disappeared, and the sales of electric vehicles have been restored in a steady state. In November, the sales of electric vehicles in 8 European countries were -11 year-on-year56%, +1273%, the impact of license change and subsidy decline was eliminated, and the sales of electric vehicles in 8 European countries from January to November were +15 year-on-year57%。In 2024, the paradigm of China-EU cooperation will gradually be realized, and China's industrial chain is expected to achieve market share expansion beyond expectations. In November, U.S. new energy (600617) vehicle sales were +35 year-on-year42%, +164%, the impact of the UAW strike gradually subsided.
CATL's domestic market share was stable, and the installed battery capacity of CATL (300750) in November was +13 year-on-year54%, +174%, accounting for 4388%, market share +107pct。Investment suggestions: focus on CATL, BYD (002594) (A H), EVE Lithium Energy (300014), Tianci Materials (002709), Putailai (603659), Rongbai Technology (688005), Zhongrong Electric, Black Cat (002068), Tonghe Technology (300491), Yonggui Electric (300351), Cialis, Rayhoo Mold, Guoxuan Hi-Tech (002074), Enjie (002812), Defu Technology, Dangsheng Technology (300073).
Risk Warning:Sales of new energy vehicles fell short of expectations;The progress of the technology upgrade is not as expected;Upstream raw materials** fluctuate.
Disclaimer:This article only represents the views of a third party and does not represent the position of Hexun.com. Investors should act accordingly at their own risk.
Hexun self-selected stock writer.
Risk Warning: The above content is only the opinion of the author or the guest, and does not represent any position of Hexun, and does not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors associated with the investment products in light of their own circumstances and seek professional investment advice where necessary. Hexun strives but cannot confirm the authenticity, accuracy and originality of the above content, and does not make any guarantee and commitment to this.
Linghexun plus members, watch more exclusive content for free: 8 major financial columns, exclusive interpretation of the latest and hottest information dry goods, and grasp the market investment trend one step faster.