CICC: It is expected that the penetration rate of new energy vehicles will increase rapidly next year, and the intelligent acceleration will be promoted

CICC released a research report saying that looking forward to 2022, it is expected that the demand for the automotive industry will grow steadily, the penetration rate of new energy will increase rapidly, the intelligence will accelerate, and the industrial transformation will arrive. Under the background of great changes, car companies and even the industrial chain are facing subversion and reshaping, and technology and product innovation that can be rapidly iterated is an important starting point and the core driving force for the company's performance valuation explosion. It is recommended to continue to dig deeper into the structural growth track and individual stock opportunities, and the current valuation is attractive under the continuous high performance growth.