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Consumption upgrades, consumption downgrades, and cliffs are all related to consumption. The automobile industry, as a major consumer product, is naturally not immune. We have noticed that the automobile industry has been unable to describe production and sales this year, and more is appearing. It has fallen sharply, including various cash cow brands under SAIC, GAC and FAW. This is the overall situation of the automotive industry, but there is a bit of green in the flowers (here is the derogatory), that is, the new energy car, but another mirror: production and sales soared!
According to the data, on November 9th, the China Automobile Association released the production and sales data of new energy vehicles in October at 146,000 and 138,000 respectively, up 58.1% and 51% respectively. From January to October, the total production and sales of new energy vehicles It completed 790,000 vehicles and 860,000 vehicles respectively, an increase of 70% and 75.6% year-on-year. At the policy level, local governments have vigorously promoted new energy measures. Beijing: It is estimated that by 2020, all buses in Beijing will realize new energy and clean energy. Among them, the city’s electric-powered buses will exceed the number of buses. %, the main city, city sub-center bus all electric drive; Dalian: will be 2020, the urban bus operation line all eliminated traditional fuel vehicles, 2025 years ago, the city's network vehicles all adopt new energy vehicles.
With the support of policies and the switch of models, the new energy auto industry will usher in a period of rapid development. Today we will sort out the upstream and downstream industry chains and pay attention to the industry opportunities brought by them.
Industry chain map
In just a few years, the new energy automobile industry has experienced rapid development from scratch, from small to large. In the process of development, various problems are inevitable. On the one hand, the rapid development of new energy vehicles and the government's strength Support is inseparable, but the design and implementation of subsidy policies are inevitably flawed, and there are a series of problems such as fraud. On the other hand, under the combined effect of subsidies and technological advances, the influx of large amounts of social capital is easy to form a bubble, and the different car manufacturers are different, and the motives are different. Naturally, it is a disorder. According to statistics, there are more than 500 new energy automobile enterprises registered in the Ministry of Industry and Information Technology, and there are as many as 10,000 related industries in the industry chain. For example, from the fuel point of view, there are batteries and hydrogen fuel, and the corresponding technologies are even more varied.
Industry chain opportunity
New energy vehicles, Cheng also policy, failure policy, policy-oriented high energy density and long battery life trend, coupled with the global new energy vehicle leader and power battery leader performance is good, 2019 China's new energy vehicle sales will remain near The 30% growth rate will also increase the demand for power batteries.
