The new energy vehicle industry has entered the performance realization stage from policy promotion

With the release of the semi-annual reports of listed companies, the performance of new energy vehicle industry chain enterprises this year has gradually become clear
.
At this time last year, although new energy vehicles have shown signs of explosive growth, due to scale restrictions, the industrial dividend is not reflected in the statements of related enterprises, and from the half-year data released by enterprises this year, the situation has improved significantly
.
Under the background of the decline in traditional automobile sales, new energy vehicles have maintained high growth against the trend, and the new energy vehicle industry has entered the stage
of performance realization from policy promotion.

The entire new energy vehicle industry chain can be roughly divided into three categories: three electric products, new energy vehicles and charging equipment, of which three products, up to now, a total of 19 lithium battery companies have announced interim results
.
The 19 companies increased their basic earnings per share by an average of 72.
01%, and together with the 7 companies that announced performance expectations, the average growth rate was 40.
8%.

It is worth noting that while improving efficiency, the operating efficiency of lithium battery enterprises has declined
slightly.
In the first half of the year, the total asset turnover rate of enterprises decreased from 0.
37 times in the same period last year to 0.
33 times, and the inventory turnover rate fell from 2.
4 times to 2.
26 times
.

In addition to the three electric products, the performance growth rate of charging pile companies in the first half of the year also improved
slightly.
The 9 charging pile companies that have announced interim results reported an average increase in net profit of 24.
28%, higher than the growth rate
of 18.
44% in the same period last year.
Although the growth rate is not as strong as lithium batteries, the potential of charging pile companies has been highlighted, especially the concept of "ecology" has appeared
many times.
In the future, charging pile companies may not be limited to the single charging business such as fast charging and slow charging that have been talked about the most before, but will move
towards the direction of intelligence and Internet.