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A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents

Recently, seven departments jointly issued the "Implementation Plan for Pollution Reduction and Carbon Reduction Synergy". Among them, the "Plan" proposes to accelerate the development of new energy vehicles, gradually promote the electrification of vehicles in the public domain, orderly promote the replacement of old vehicles with new energy vehicles and non-road mobile machinery to use new energy clean energy power, and explore the demonstration application and commercial operation of medium and heavy electric and fuel cell trucks. By 2030, the sales volume of new energy vehicles in key areas of air pollution prevention and control will reach about 50% of the sales volume of new automobiles.

According to the latest data released by the China Association of Automobile Manufacturers, the production and sales of new energy vehicles in China reached 466,000 units and 447,000 units in May, up 49.5% and 49.6% month-on-month, with a year-on-year increase of 1.1 times, and the market share reached 24%, of which passenger cars were 26.3%. From January to May, the production and sales of new energy vehicles in China reached 2.071 million units and 2.003 million units, respectively, an increase of 1.1 times year-on-year. The China Automobile Association said that according to the monthly change law, it is full of confidence in the annual sales of more than 5 million vehicles.

A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents

Science innovation source

The company is committed to the research and development, production and sales of high-performance special rubber sealing materials, and provides customers with high-end insulation, waterproofing, sealing, fire protection and other one-stop integrated solutions. The main product business is high-performance special rubber adhesive tape and cold shrink tubing, supplemented by other sealing materials. The company's Shenzhen Hangchuang is mainly engaged in the research and development, production and manufacture of seals in the automotive and rail transit industries, and its products mainly include automotive seals, which can be used in new energy vehicles.

A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents

Jiangsu Reilly

The company is mainly engaged in the research and development, production and sales of micro-motors and intelligent components for household appliances. The company's products include air conditioning motors and components, washing machine drainage motors, washing machine drainage pumps, refrigerator motors and components, treadmill motors, dishwasher circulation pumps, automotive accessories and components.

A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents

Fei Rongda

The company is committed to the research and development, design, production and sales of electromagnetic shielding materials and devices, thermally conductive materials and devices, and can provide customers with electromagnetic shielding and thermal conduction application solutions. The company has a relatively complete product line and related technologies in the industry, including conductive cloth liners, metal shielding devices, conductive silicone, conductive plastic materials and devices, absorbing wafers and other products that meet the needs of electromagnetic shielding in terms of electromagnetic shielding materials and devices; In terms of thermal conductive materials and devices, it includes thermally conductive silicone, thermally conductive plastic materials and devices, thermally conductive graphite films and graphite sheets and other products that meet the needs of thermal management.

A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents

Land smart

The company is a national high-tech enterprise focusing on the research and development, design, production and sales of intelligent controllers and intelligent products, and providing professional solutions for various intelligent controller products in the fields of smart home and home appliances, automotive electronics and so on. Now has a strong R & D team, including structure / machinery, electronic circuit design, program development, EVT / DVT verification center and EMC test center including a complete R & D system, with high standard SMT patch workshop, more than ten DIP production lines, finished product assembly lines, but also has formed the assembly of millions of units of household appliances, consumer electronics, smart home and other intelligent control terminal products production capacity.

A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents

Gao Lan shares

The company is a professional supplier of pure water cooling equipment for domestic power electronic devices, and the company is also a supplier of parts and components specializing in new energy vehicle power battery heating, heat insulation, heat dissipation and automotive electronics manufacturing services, with power battery thermal management components development design and production capacity.

A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents

Ortega

The company is a leading enterprise in the domestic automotive air conditioning compressor industry, occupying a leading position in the market of self-owned brand passenger car and new energy vehicle air conditioning compressor. The company will be based on automotive air conditioning compressors and automotive air conditioning systems, further strengthen and expand, while gradually implementing industrial expansion and capital expansion, with new energy vehicles as the center and gradually extending the industrial chain, improving product added value, becoming a supplier of core components for new energy vehicles.

A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents

Feilong shares

The company is committed to the research and development, manufacturing and sales of auto parts and their mechanical products, and its products are mainly automotive water pumps, flywheel shells, engine intake/exhaust manifolds, etc. The company is the largest automobile water pump, exhaust manifold production enterprises in China, with six major R & D and production bases nationwide. The automotive water pump covers more than 1,000 varieties of heavy, medium, light, car and micro five series, and more than 800 varieties of exhaust pipes and vortex shells. The market share of automotive water pump products ranks first in the industry; Automotive exhaust pipe products rank second in the industry; Turbocharger housing products have grown rapidly in recent years, and production and sales have ranked among the forefront of the industry.

A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents

Huide Technology

The company's main business is the research and development, production, sales and technical services of polyurethane resin products, the main products are polyurethane (PU) for synthetic leather, polyurethane elastomer stock solution and polyester polyol. Product applications involving light industry, chemical, electronics, textile, medical, construction, building materials, shoes, pipes, films and sheets, cables, automobiles, national defense and sports and leisure.

A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents

Reach the power

The company is one of the largest professional manufacturers of motors, generator stator rotor punches and cores in China, mainly engaged in the research and development, production, sales and service of small and medium-sized motors, generators and stator rotor cores. After years of development, the company has maintained a leading position in the industry in the technical aspects of stamping, stacking, casting aluminum, winding and embedding of motor stator rotor stamping and iron core production.

A share: Accelerate the development of new energy vehicles, 9 potential stocks for the next round of vents