Overnight, new energy vehicles became hot words from the central to the local. In Henan, West Pumps and AVIC Optoelectronics have recently indicated that they will continue to develop new energy vehicle markets.

In the recent research report given by the brokers, the sales of new energy buses of the whole vehicle manufacturer Yutong Bus are expected to occupy half of the domestic market this year.

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West Pumps, AVIC

Power new energy car

In the field of new energy vehicles, there is such a company that they are not the leader in the field of complete vehicles, but the leader of the sub-sectors; they do not produce Tesla, but if new energy vehicles do not have the parts they provide, it is estimated that "Can't turn the earth."

AVIC Optoelectronics and West Pumps are such a typical example.

On May 30, AVIC Optoelectronics, which is mainly engaged in the research and development, production and sales of electrical connectors, optical components and cable components, showed in the latest “Investor Relations Activity Record Form” that the national policy remains unchanged. Under the circumstances, the company's new energy vehicle sector orders in 2014 may be hundreds of millions, the main customers are BYD, Chery, Yutong, Jianghuai and so on.

Coincidentally, West Pump shares, which has been with Tesla’s “gossip” for a long time, have recently denied the relationship with Tesla on the one hand, while retaining the “craving” for new energy vehicles. .

West Pump shares said that the company has successfully developed electronic water pumps, which can develop electronic pumps of different power according to customer needs. The company did not supply directly to Tesla, and Tesla wanted investors to analyze it rationally. At the same time, Xichuan shares said that the company has always paid attention to related research in the field of new energy vehicles and electric vehicles. In the future, this field is a major aspect of company research.

Yesterday, Hongmin, the secretary of the West Pump Company, said in an interview with the Henan Business Daily that in the context of the country's development of new energy vehicles from top to bottom, new energy vehicles have always been a force in the West Pumps.

“At present, in cooperation with new energy vehicles, the company has been cooperating with BAIC New Energy to supply thousands of electronic water pumps every year. In addition, the company also provides products for new energy vehicles for companies such as Chery and Great Wall, but this All of them are trials. Overall, this part of the output value can not be compared with the traditional car, but from the product point of view, the company's electronic water pump has already reached the domestic leading level, and the latest international technology is comparable." Xi Hongmin said.

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Yutong Bus: New energy bus sales are expected to increase

On the one hand, new energy auto parts suppliers are making efforts, and on the other hand, the Yutong Bus New Energy Auto Sector in Henan New Energy Bus Market also has action.

On May 22, Yutong Bus purchased 100% of the total shares of Zhengzhou Jingyida Auto Parts Co., Ltd. in the form of the issue price of RMB 16.08/share to Yutong Group and Mengshi Bus and the payment of cash.

According to the data, Jingyi has the main auto parts business such as axles. Founded in 2009, Jingyida is mainly engaged in the production and sales of auto parts. The main products are axles, suspensions, wiring harnesses, plastic parts and hatches.

It is worth noting that Jingda also involves the core component business of new energy buses, such as supercapacitor management system and motor control system, and its Colin air conditioner and electric air conditioner business. For this acquisition, Guojin Securities believes that the future is expected to fully benefit the development of Yutong's new energy bus business, and at the same time help Yutong's new energy bus segment to reduce costs.

In terms of sales volume, Guojin Securities said that the sales of Yutong Bus's new energy passenger car is expected to increase gradually, and it is expected to exceed 8,000 vehicles throughout the year.

In the research report given by Industrial Securities, the company's orders reflected that with the introduction of local rules in May, the promotion of new energy has accelerated. It is expected that by July and August, Yutong Bus will deliver about 4,500 new energy buses. In the year, 8,000~9000 units will be completed, and the industry will sell about 20,000 units in the whole year. Yutong Bus New Energy Bus will occupy half of the industry.

At the same time, according to insiders of Yutong Bus, the company will launch a pure electric bus with a length of about 7 meters, about 300,000 yuan after deducting the subsidy, which is more competitive than the new energy bus of the same level in the same industry. It is expected to get good sales after the listing.

Year-to-date concept stocks have been recommended by high-ranking brokerage institutions

In fact, this round of new energy vehicles has received attention as far back as May 24, when President Xi Jinping pointed out during the inspection of Shanghai Automotive Group that the development of new energy vehicles is the only way for China to move from a big automobile country to a car power. Affected by this news, the A-share market immediately responded, and related concept stocks and sectors were among the top gainers.

In addition, in this year's A-share market, the new energy auto sector has been active since the beginning of the year. This year, the new energy auto sector rose by 7.07%, outperforming the Shanghai Composite Index by nearly 10 percentage points. Especially in the last week of May, the new energy vehicle sector has risen 5.38%.

The sector has soared against the market, and individual stocks are also brilliant. Among them, the suspension of trading for nearly 4 months has become a daily trading limit of 7 trading days since the resumption of trading on May 19, with a cumulative increase of more than 77.23%. Other stocks in the new energy auto sector have also performed well. For example, Moso Power has accumulated a total increase of 20.04% since last week. Founder Motor's cumulative increase during this period reached 14.56%. In addition, when the company, such as Sheng Technology, Autosex and Zhongtong Bus, the cumulative increase since late May is also above 8%.

At the same time, it is worth noting that in just a few days in late May, there were 23 research reports issued by 17 securities companies including Guolian Securities, Shenyin Wanguo and Cinda Securities, and these brokerage institutions almost all of them are new energy vehicles. The section gives the recommended rating.

Zhengzhou Huaan Securities analyst Song Bingzheng said that Shanghai, Wuhan, Suzhou, Xi'an and other places have recently introduced new energy vehicle subsidy policies, clarifying local promotion targets and subsidy standards for new energy vehicles. “The effect of policy guidance is worth looking forward to.”

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