Yesterday, BYD, Otxun, Lu Xiang, Dedai Battery, Dynamic Source and other stocks related to new energy vehicles and lithium battery concepts rose daily limit.This is mainly benefited from the recently issued "About to further do a good festival ...
Fast -developing electric vehicles use new energy to make good use of new energy
Yesterday, BYD, Otxun, Lu Xiang, Dedai Battery, Dynamic Source and other stocks related to new energy vehicles and lithium battery concepts rose daily limit.This is mainly benefited from the recently issued "Notice on Further Doing the Pilot Work of Energy Conservation and New Energy Vehicle Demonstration Promotion" (hereinafter referred to as the "Notice").
Yu Bing, an analyst at Ping An Securities, believes that the four ministries and commissions jointly issued the "Notice", which clarifies the direction of the development of the new energy vehicle industry in the next year, encourages infrastructure construction, and removes local protection, which will help the healthy and sustainable development of the industry.However, when new energy vehicles can be opened on the street scale, Yu Bing told the reporter of the First Financial Daily that it was not easy to judge.
The "Notice" requires that various pilot cities actively study restrictions on the implementation of new energy vehicles to implement restrictions on license plate auctions, shakes, and restrictions on the line, and introduce support policies such as parking fees, electricity prices, and road traffic fees.The notice requires that the payment subsidy funds for vehicle manufacturers or users shall not be delayed.The "accountability system" of pilot cities is also included in the notification. For pilot cities that fail to pass the year -end evaluation, or cities that have not carried out work in accordance with relevant requirements, their pilot cities are eligible.
The country has introduced four policies for energy -saving and new energy vehicles, but due to the lack of good organizational management, the implementation effect has been greatly reduced.Northeast Securities Analyst Liu Lixi reported that this notice put forward clear requirements for the organization, planning, supervision, evaluation and existing problems of policy enforcement, which is greatly conducive to ensuring the implementation of the policy.The most noteworthy is to start the "accountability system" of pilot cities and enterprises for demonstration promotion.This brings substantial benefits to the concept stocks of new energy vehicles and lithium battery.
Sun Liping believes that the strength of local enforcement is usually the most critical factor in whether a policy can be effectively implemented.Because the automotive industry in various places is a very important source of taxation for the local government, support for new energy vehicles will inevitably be hindered by existing interests.The "accountability system" is included in the notification and evaluated and evaluated. Unqualified cities will lose their pilot qualifications, which means losing state subsidies.
However, a Beijing brokerage car analyst told this reporter that from the above -mentioned policies, it is more targeted at Beijing rather than the whole country, because cars in other parts of the country have no restrictions on the line.He believes that the most important thing about new energy vehicles is the promotion of "New Energy Planning", but it has not been introduced.
The secretary of a listed company that affected by the policy of policy told this reporter that new energy vehicles are still subject to battery technology restrictions. Some related businesses of the company are currently only trial production.
Sun Liping believes that new energy vehicles, as one of the key means for the country to seize the important industrial positions in the future, will continue to introduce actual and effective support policies. From the perspective of policy, there will always be benefits.However, it should be noted that because it is a category of environmental protection and energy -saving, the actual profit of the enterprise may be squeezed by the public welfare nature.Therefore, the effectiveness of the complete promotion of new energy vehicles and the contribution of the actual profit contribution to the enterprise in the later period have yet to be observed

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