In May, the sales of new energy vehicles have reached the bottom, and the production and sales of new energy vehicles have gained momentum. According to the data, in May 2017, the production and sales volume of domestic new energy vehicles were 51,000 and 45,000 vehicles, respectively, an increase of 38.2% and 28.4% year-on-year respectively. Among them, new energy passenger vehicles have a strong momentum, with 39,000 vehicles sold in May, up 49.4% year-on-year. New energy commercial vehicles sold 66,000 vehicles in May, down 30.6% year-on-year. On June 13, the Legal Affairs Office of the State Council promulgated the "Measures for the Parallel Management of the Average Fuel Consumption of New Passenger Cars and New Energy Vehicles" (Draft for Soliciting Opinions), which clarified that the new energy car credit policy will be implemented from 2018 to 2018. The ratio of new energy vehicles to passenger car companies by 2020 is 8%, 10%, and 12%, respectively. On June 12th, the National Development and Reform Commission issued the "Opinions of the Ministry of Industry and Information Technology of the National Development and Reform Commission on Improving the Management of Automotive Investment Projects", which improves the management opinions of auto investment projects and standardizes the investment requirements for new energy auto companies. BOCI Securities believes that the multi-pronged policies have effectively protected the long-term high-speed development of the new energy automotive industry. The requirements for new energy vehicle points have not been reduced or delayed implementation exceeded market expectations. The New Deal strictly controlled the increase in the production capacity of traditional fuel vehicles and standardized the conditions for new energy vehicle companies to invest in projects. With the dual stimulation of policy and fundamentals, the new energy auto sector is expected to usher in a strong rebound. Minsheng Securities said that the current industry chain is still optimistic about the completion of the 750,000 data this year, taking into account the policy uncertainties in the first half and the list adjustments, downstream companies related products to adjust, with the current point system, the fourth quarter will become full In the critical time of annual volume, the entire industry entered the phase of supply and sales booming in the third quarter. The order of leading battery manufacturers in the third quarter was slow, which will stimulate the related materials and the upstream resource demand. The definite economic growth will boost the valuation of the sector and optimistic about the new energy vehicle in the third quarter. Quotes.
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In May, the sales of new energy vehicles have reached the bottom, and the production and sales of new energy vehicles have gained momentum. According to the data, in May 2017, the production and sales volume of domestic new energy vehicles were 51,000 and 45,000 vehicles, respectively, an increase of 38.2% and 28.4% year-on-year respectively.