Under the dual benefits of policy and market, the new energy automobile industry is running forward, and related industries have also achieved rapid development, including the power battery industry. In China, NINGDE times and BYD are one of the several power battery companies that have benefited the most, among which Ningde times has been named "Ning Wang" by netizens because of its high market share and soaring market value. So, if the Ningde era is so strong, must it have investment value? Let's take a look at the views of securities companies.
Ningde era
According to the wisdom car pie, CITIC Securities recently pointed out that due to the current global automotive electrification trend is more certain, high-end power batteries continue to be in short supply, coupled with the global energy storage market is close to the outbreak, the market space brought about by energy reform is huge. CITIC Securities believes that AS a leader in energy reform, CATL is expected to fully enjoy the opportunities for industry development. At present, the power battery business of the Ningde era is in a high-speed growth period, and the energy storage business will gradually enter the growth period from the introduction period, with high growth certainty and medium- and long-term investment value.
CITIC Securities maintained the net profit forecast of CATL in 2021 at 10.1 billion yuan, taking into account the industry growth rate and the rapid release of the company's production capacity, it raised the net profit forecast for 2022/2023 to 23.6/333 billion yuan (the original forecast was 19.6/27 billion yuan), corresponding to EPS of 4.35/10.11/14.28 yuan (the original forecast was 4.35/8.41/11.60 yuan).
Of course, we still can't forget the old saying: the stock market is risky, and investment needs to be cautious.
![The power battery and charging industry is flying high[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)