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New energy automotive growth is expected to drive upstream industry chain expansion

Number of visits: Date:2015年8月13日 15:36
New energy automotive growth is expected to drive upstream industry chain expansion
Although China's overall car production and sales continued to decline, but the new energy vehicle's performance is particularly rosy. The Automobile Association recently released the latest data show that in July, China's new energy automobile production and sales year-on-year respectively, an increase of 2.2 times and 3.3 times, 1-7 month cumulative production and sales year-on-year respectively, an increase of 2.5 and 2.6 times. Many industry insiders believe that the new energy vehicle production growth over the expected output volume growth will drive the rapid expansion of the upstream industry chain, the prospects for new energy automotive supply chain is still positive.
Data show that in July 19307 new energy vehicles, sales of 16884 vehicles, an increase of 2.2 times and 3.3 times. Which pure electric car sales were completed 11252 and 8970, respectively, an increase of 1.7 times and 3.3 times; plug-in hybrid car sales were completed 8055 and 7914, an increase of 3.4 times. 1~7 month new energy automobile production 95530, 89549 sales, an increase of 2.5 times and 2.6 times respectively. Which pure electric car sales were completed 60294 and 55180, respectively, an increase of 2.7 times and 3 times; plug-in hybrid car sales were completed 35236 and 34369, an increase of 2.2 times and 2.1 times.
Changjiang Securities auto and auto parts industry analyst Xu Chun believes that in July the new energy vehicle production continues to grow, exceeding market expectations, the second half of the year into the production and marketing season, the monthly output is expected to be in the 2~2.5 million, annual sales are expected to exceed 200000. Looking to the future, with the introduction of charging infrastructure policies and the supply side to further improve, new energy is still worth a long time.
Bu Jiajie, China's Galaxy International analyst, believes China is likely to become the world's largest new energy vehicle market in 2015, considering the strong production and sales momentum of new energy vehicles as well as the government's continued introduction of new energy vehicles. He believes that, due to the government's introduction of good policies and continued to invest in new energy vehicles infrastructure, and therefore, the prospect of new energy automotive supply chain is still positive, with strong R & D capabilities of electric vehicles, will be the main beneficiary of the government's introduction of new energy vehicles.
Haitong Securities Research Institute of new energy automotive industry chain research team believes that China's new energy vehicle production growth directly driven upstream lithium carbonate demand, lithium carbonate prices will continue to rise. Electric vehicles and high growth help power battery market broke out, is expected to 2016 China power lithium battery market size of about 100 billion yuan, 200 million yuan, 300 million yuan, power lithium in lithium accounted for will from 14 percent in 2014, up to 38% in 2020. New energy vehicle production volume growth will drive the rapid expansion of the upstream industry chain.

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