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Mobile WebSiteSince the introduction of the "new infrastructure", related industries have been regarded as a new round of investment outlets. This year's "Government Work Report" pointed out that strengthening new infrastructure construction, developing a new generation of information networks, expanding 5G applications, building data centers, adding charging piles, power station replacement and other facilities, promoting new energy vehicles, stimulating new consumer demand, and helping industrial upgrading . Against this background, what investment opportunities exist in my country's new energy vehicle industry? How to promote industry innovation through investment?
"Lock a charging company that can both produce and operate"
In recent years, the global electric vehicle charging infrastructure has grown rapidly, with China accounting for half of the global total. However, the pile ratio of electric vehicles in my country is still at a low level. "The vehicle pile ratio in 2019 is only 0.4, and there are only 4 charging piles per 10 vehicles on average. There is a large demand for construction in the future." Liang Yigong, director of the investment department of FAW Equity Investment, pointed out that in the context of "new infrastructure", charging The construction of facilities will usher in accelerated development. The scale of investment in the field of charging will reach 10 billion yuan this year and 50 billion yuan by 2030.
"The progress of unmanned driving has always been limited to the lack of cooperation with the "car" road. "New infrastructure" may promote "car-road collaboration" to a large extent, coupled with the construction of charging piles, unmanned driving, new energy The opportunity for integrated application of online car-hailing may appear." According to Song Weibo, chief researcher of new energy at FAW Capital Research Center, policy is the main driving factor for the development of new energy vehicles and the lithium battery industry. "The core development goal of new energy vehicles is to start In this process, the importance of power batteries is self-evident."
"The rapid reduction in the cost of power batteries will prompt the arrival of the inflection point of the parity of fuel trucks. With the rapid popularization of electric vehicles, the sales of new energy vehicles and lithium batteries will be further improved by positive feedback, and the profit of battery products will be reduced. The total sales will be "We are improving." Song Weibo suggested that we should be cautiously optimistic about the upstream industry chain of power batteries. "The oligopoly pattern of battery factories has been formed, and the cost of materials accounts for a large proportion of the cost structure. It is not ruled out that power battery companies may further expand to upstream materials. The new infrastructure's proposal, the long-term trend of the lithium battery industry will gradually become a value-added industry."
