Power battery prospects or into 2017 investment hot spots

- Jan 13, 2017-

Since 2016, China's power battery industry to rapid development, but by its direct impetus for development - the new energy automotive industry to enter the policy adjustment period, China's power battery industry will face more challenges, the prospect becomes more extensive. The market funds to stay on stream, has focused its attention to these promising prospects and potential of listed companies, power battery industry is expected to become the next investment hot spot.

Power battery prospects or into 2017 investment hot spots

December 30, 2016, four ministries issued "on the adjustment of new energy vehicles to promote the use of financial subsidies," which means that the new energy vehicles and the upstream battery industry will focus on the technical level and product quality to enhance the substantive stage . Power battery in the usher in development opportunities at the same time facing the urgent need to digest the excess capacity, enhance the manufacturing process, strengthen product development, increase the industrial chain collaboration and other issues.

The industry is expected to become investment hot spots

China's power battery industry a large number, and many companies have successfully listed on the A-share market, through the listed companies in 2016 third quarter earnings can be found in the traditional cyclical industry-related companies in the doldrums of the environment, the new energy The overall performance of the auto sector to the good, driving the power battery industry have been higher. The market funds to stay on stream, has focused its attention to these promising prospects and potential of listed companies, power battery industry is expected to become the next investment hot spot.

Review the first three quarters, benefiting from the new energy automotive industry to upgrade and domestic demand, lithium battery manufacturers in particular the power lithium battery manufacturers continue to expand the scale of production. Listed companies are technology lithium battery testing equipment business is growing rapidly, driving the company's rapid growth performance.

The latest news shows that China Aviation Lithium has also been nominated in the first half of 2016 global power battery manufacturers ranked the top ten list, thanks to the extraordinary progress of the field of electric buses at the same time, as a listed company with military background, the aircraft lithium, Submarines and other projects also have achievements.

Prior to this, the Ministry of Industry announced the "automotive power battery industry specifications" business directory (fourth), Chengfei integration, billion Wei Li, intelligent energy and other listed companies successfully nominated. In accordance with the provisions, since May 1 this year, the new energy automotive companies do not enter the directory once the battery, will not be able to get the appropriate subsidies. The future of China's independent research and development as the leading power battery companies will have more opportunities in the new energy automotive industry gradually lay a solid foundation.

Opportunities for domestic battery

As a result of the continuing impact of the explosion of Samsung batteries, Korean battery hidden troubles gradually surfaced, some domestic car manufacturers have begun to replace the low-key suppliers, some models have been discontinued for sale. China-made battery industry has gradually become the primary consideration of the target car manufacturers, out of control costs and replacement time of the double consideration, the car will naturally start the second and third suppliers to deal with battery shortages.

Recently, the Ministry of Industry issued the first batch of 291 "road motor vehicle manufacturers and products Bulletin." In this announcement, the Ministry of Industry also released the "new energy vehicles to promote the application of recommended models directory (fifth installment)." Although the surface appears to be a normal directory of new energy vehicles recommended, but there are a lot of sharp-eyed people who found a small problem. Because in this announcement before the release of the Ministry of Industry has briefly published another draft recommended directory, of which a total of 498 models, but shortly after the release was deleted.