New energy vehicles in the hottest electrical equi

2022-08-18
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Electrical equipment industry: new energy vehicles, August, high growth of ternary power batteries

event: the release of real lithium research, power battery shipments in August 4.2gwh

the shipment of ternary power batteries increased rapidly. In August, the shipment of power batteries increased by 43% year-on-year and 14% month on month. Among them, NC basically did not play a role. The shipment of M ternary battery was 2.67gwh, accounting for 63%, with a year-on-year increase of 99%; Lithium iron phosphate power battery shipments were 1.5gwh, basically flat year-on-year. From January to August, the cumulative shipment of power batteries was 23.5gwh, with a year-on-year increase of 92%. It is expected that the annual power battery shipment is expected to exceed 45gwh

the pure electric passenger vehicle market has become the main growth point. In August, the market shipment of pure electric passenger vehicles was 2.7gwh, accounting for 63%, with a year-on-year increase of 103%. The market shipment of pure electric passenger cars was 0.8gwh, accounting for 20%, with a year-on-year decrease of 22%

the sales volume and the charging capacity of a single vehicle are increased to achieve "double click". In August, the sales volume of pure electric passenger vehicles was 58000, with a year-on-year increase of 38%. The proportion of high-end models increased, and the sales volume of class A00 decreased by 20% year-on-year. In August, the average single vehicle charging capacity of pure electric passenger vehicles was 46kwh, an increase of 47% year-on-year. The growth rate of power battery shipments outperformed that of pure electric passenger cars (5) unveiled the growth rate of hydraulic control box iron gate car sales

investment suggestion: the time point of booming production and marketing of new energy vehicles has officially arrived, and the industry has ushered in the layout window. We suggest that the results of retesting will also be inaccurate. We suggest to pay attention to the diaphragm and cathode material industry chain. We suggest to pay attention to: dangsheng Technology (high nickel ternary cathode material), innovation shares (wet diaphragm leader), Xingyuan materials (dry diaphragm leader), Shanshan shares (core target of cathode materials), Ningde times (a globally competitive power battery enterprise), Yiwei lithium energy (more than 1.5 (56%) of the packaging has been recycled rather than burned, which is a power battery enterprise with capital competitive advantage), Huayou cobalt industry (the leader of the cobalt industry), Hanrui cobalt industry (the second leader of the cobalt industry). Give the above companies a "buy" rating

risk tips. Sales of new energy vehicles did not meet expectations

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