Can Oil Prices Benefit from New Energy Vehicles in the 8th Century?

The National Development and Reform Commission raised the price of refined oil once again on the early morning of the 20th. The era of high oil prices comes to reflect the valuable value of new energy vehicles. This year's new energy vehicles will welcome the policy's centralized support. In the secondary market, the recent strengthening of rare earth permanent magnets has triggered the first shot of the awakening of the new energy automotive industry chain, and lithium batteries, charging piles, etc. will also take over.

After the increase of refined oil prices on February 8, China’s gasoline and diesel prices returned to the highest prices in history. More than a month later, the pressure on refined oil prices has once again become apparent. Yesterday evening, the National Development and Reform Commission issued another news of raising retail prices of refined oil products. Under the background of increasingly high oil prices, new energy vehicles and their related industrial chains have once again become the focus of attention of all parties in the market.

High oil prices highlight the value of new energy vehicles The price of refined oil that has been frequently raised in recent years has become an unbearable pain in the hearts of car owners. "I spend a lot of money every month. If the price of oil goes up again, the pressure will be even greater. Now that I feel nervous about rising oil prices, I'm ready to line up for the night. If the price is right, I'm thinking about buying. A new energy car, said a Tan local owner in Chengdu.

Analysts interviewed by reporters all said that the development of new energy vehicles is the trend of the future. “With oil as a non-renewable resource, in the context of continuous growth in global demand and continuous turbulence in the international situation, the long-term price increase is also an expected fact. The continued rise in oil prices will certainly change the current structure of traditional automobile consumption and will promote automobile consumption to the economy. Energy-saving changes, and new energy vehicles will become the inevitable direction of future development." Peng Wei, an analyst with Ping An Securities [0.00 0.00%] said.

Another automotive industry analyst also pointed out: "From the point of view of national energy security and sustainable development of China's auto industry, the state will increase its support for the new energy automotive industry. At the two sessions this year, new energy vehicles have also become In addition, specific support policies such as the "12th Five-Year Plan for Electric Vehicle Technology Development (Abstract)" and "Notice on Saving Energy for the Use of New Energy Vehicles, Vehicles, and Vehicles" have been introduced, indicating that new energy vehicles will Usher in new opportunities for development."

The above-mentioned auto industry analysts stated that the current consumer groups in the Chinese auto market are mainly concentrated in the households with monthly family income of 8,000 to 20,000 yuan, and economic suitability is their primary standard for automotive products. The rise in oil prices is expected to further increase the potential buyers of new energy vehicles. “Although new energy vehicles still face some problems in the promotion, as the technology matures, new energy vehicles will become the mainstream choice for private car owners,” said the analyst.

It is reported that the current international development of new energy vehicles, mainly hybrid vehicles, alternative energy vehicles and fuel cell vehicles. In the newly released “12th Five-Year Plan” (Emergence) for the development of electric vehicle technology, it is clearly pointed out that from the perspective of fostering strategic emerging industries, the development of “pure electric-driven” electric vehicles with a relatively high degree of electrification is new in China. The development direction of energy automotive technology is of utmost importance.

The industry chain queuing up this year, the rare earth permanent magnet plate trend is strong. Among them, the Baotou Steel Rare Earths, Guangshen has two leading rare earth stocks rose up to 78.18% and 93.52% respectively, once again staged the return of the king. Analysts said that as the country continues to strengthen support for the new energy automotive industry, market funds will also focus on the new energy automotive industry chain, rare earth permanent magnet plate is just the first shot to start rising prices, lithium batteries, charging stations, upstream materials And other related stocks are expected to pick up.

"From the past, the trend of rare earth plate, in addition to the impact of rare earth prices, downstream demand can not be ignored. High-performance permanent magnet materials can be widely used in energy-saving environmental protection, new energy vehicles and other high-end fields, the future development prospects are broad. Due to rare earth permanent magnet synchronization Motors are the heart of energy-saving vehicles. Therefore, with the development of new energy vehicles, related listed companies will benefit from them, said Xinbin Securities analyst Sun Binbin. According to relevant data, it is expected that by 2015, the total number of new energy vehicles will reach 500,000, which will become the future demand for the largest high-end NdFeB.

In addition to rare earth permanent magnets, many analysts are also optimistic about the lithium battery sector. It is reported that "pure electric drive" will become the development direction of China's new energy automotive technology. This certain theory will significantly benefit the development of the lithium battery industry. With the increase in the integration of the lead-acid battery industry, the process of replacing lithium-ion batteries with lead-acid batteries will also accelerate. . “In the entire industrial chain, lithium batteries have always been the most important and most promising part of the development plan for new energy vehicles. The relevant concept stocks have stronger capital assets and their performance far exceeds that of other industrial chain segments. Therefore, with the The market is once again focusing on new energy vehicles and the lithium battery segment is expected to continue to be active.” Peng Wei said.

The above-mentioned industry analysts also stated: “The most profitable link in the entire industry chain is the lithium battery, so lithium batteries are often the first to bear the brunt of the hype. In addition, the price of lithium batteries is gradually falling in recent years, and its lead-acid The ever-increasing price differential between batteries has prompted lithium batteries to gradually replace lead-acid batteries in some areas.

According to a report released by Pike Research, the cost of lithium-ion batteries will be cut by more than one-third by the end of 2017, while sales of lithium-ion batteries for vehicles will increase to more than 700% today. It is reported that one of the bottlenecks in the current popularity of electric vehicles lies in the cost of batteries. “Once the cost of installing and using lithium-ion batteries is drastically reduced, a major problem that restricts the promotion of new energy vehicles will be resolved. By then, when the sales volume is opened, related listed companies will enter. The outbreak of business performance." The industry analyst added.

In addition, the charging station and vehicle concept stocks can also be concerned: "In contrast, charging stations and vehicle concept stocks are weaker. However, with the strong lithium battery, other segments will also work together. " Peng Wei pointed out: "Although there is no exact proposal for the electric vehicle to be charged or to replace the battery, but the charging pile is also one of the indispensable power sources for new energy vehicles. From the last hype situation, Aotexun, power source Shanghai Putian and other charging stakes have seen a good trend, and once the market reopens the new energy vehicle market, the above stocks are expected to continue to perform.In addition, BYD at the same time take into account the dual concept of new energy vehicles and Warren Buffett, but also can pay due attention. ”