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A few days ago, according to data from the China Association of Automobile Manufacturers, sales of new energy vehicles hit a new monthly high of 34,316 units in October this year, a year-on-year increase of 5 times
.
In the industrial chain, lithium resources, batteries, vehicles and other sectors increased significantly in the third quarter, and it is recommended to pay attention to varieties
with margin of safety and growth space.
At present, mainstream institutions believe that with the gradual refinement of policies, the promotion of new energy vehicles will gradually enter the best situation, the performance differentiation of the battery materials sector has appeared, and the fourth quarter is optimistic about electrolyte companies with the bottom rebound of lithium hexafluorophosphate prices, and diaphragm companies
that have huge domestic alternative space in the field of diaphragms, especially wet diaphragms.
In addition, sales of new energy vehicles are expected to continue to grow
significantly in 2016.
A few days ago, according to data from the China Association of Automobile Manufacturers, sales of new energy vehicles hit a new monthly high of 34,316 units in October this year, a year-on-year increase of 5 times
.
In the industrial chain, lithium resources, batteries, vehicles and other sectors increased significantly in the third quarter, and it is recommended to pay attention to varieties
with margin of safety and growth space.
At present, mainstream institutions believe that with the gradual refinement of policies, the promotion of new energy vehicles will gradually enter the best situation, the performance differentiation of the battery materials sector has appeared, and the fourth quarter is optimistic about electrolyte companies with the bottom rebound of lithium hexafluorophosphate prices, and diaphragm companies
that have huge domestic alternative space in the field of diaphragms, especially wet diaphragms.
In addition, sales of new energy vehicles are expected to continue to grow
significantly in 2016.
