According to the information, informed sources revealed that the policy plan for the subsidy for the operation of new energy buses has been submitted to the State Council for review. It is expected to be introduced in the second quarter and will be announced as soon as May. It is reported that according to different models, the subsidy for bicycle operation of new energy buses is between 40,000 yuan/year and 80,000 yuan/year. Aluminium Foil,Custom Aluminium Foil,Aluminium Foil Paper,Chemical Formula Aluminum Foil Jiangyin Xinren Aluminium Technology Co.,Ltd , https://www.jyxinrenaluminium.com
Guotai Junan maintains an overweight rating for the new energy auto industry. Recommend 5 major lines: (1) The power supply of the industry chain is in short supply. The prosperity will be maintained at least until the end of 2015. The supply and demand will gradually ease in 2016, but the industry still maintains rapid growth. It is estimated that the power battery market in 2014-2016 will be 14.4 billion yuan, 250. 100 million yuan and 39.6 billion yuan, first-line enterprise orders have been scheduled to the end of 2015, and even product prices (Wotma and Boston batteries), small business orders are insufficient. Benefits: Dongyuan Electric, BYD and Polyfluoride. (2) The lithium battery automation equipment link, the expansion of the power battery manufacturer, will enable the prosperity to be transmitted to the equipment link, benefiting the target: ST Lu Xiang. (3) In the battery material segment represented by diaphragm and electrolyte, the core driving factor of stock price comes from whether the company enters the supply chain of the core battery factory, and the beneficiary targets: Zhangzhou Pearl (into BYD supply chain), Tianci material (into Lishen and ATL) Supply chain) and Shanshan shares (into the ATL supply chain). (4) Charging construction and operation companies, benefiting from the theme investment market of the policy, the beneficiaries: Changgao Group, Te Rui De, Ke Lu Electronics, Auto Xun, Xu Ji Electric. (5) Electrical control of the motor, benefiting the subject: Wolong Electric, Dayang Electric, Zhenghai Magnetic Materials.