2022年1月29日

Electric vehicle industry will face the impact of rising prices, focus on related core quality targets (with shares)

A number of electric car brands recently announced that they will raise prices across the board, CCTV News reported Thursday. The price increases for two-wheelers, three-wheelers and four-wheelers range from tens of yuan to hundreds of yuan, with four-wheelers rising more sharply. Starting in 2021, the electric car industry will be hit by a new round of price hikes. In order to reduce costs, many dealers have chosen to pay close attention to stock up before the price increase, increase inventory reserves.

Compared with the beginning of last year, the motor, tires, frame increased by 20%, plastic parts increased by 35%, the cable price increased by 25%, the production cost of electric vehicle manufacturing enterprises generally increased by more than 20%.

CITIC Securities pointed out that with the consumption polarization, the impact of the epidemic and the development of the takeout industry, electric vehicles ushered in a high boom in terminal demand. It is expected to put between 4 million and 6 million vehicles annually in the next two years. The development experience of shared bikes, coupled with the new national standards and other relevant policies provide standards for regulating the management and development of the electric bike market. The electric bike market, which was once limited in development, is now in full flow, which will drive the coordinated development of the whole industrial chain.

It is recommended to focus on the following core quality targets: main core component suppliers, motor and supporting system suppliers and battery suppliers. Focus on the vehicle assembly plant.

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