China Securities Network News (reporter Zhang Huanyun) a few days ago, Yang Yu, a researcher in the new energy industry of the Research Department of the Great Wall Fund Fund, pointed out in an interview with the China Securities News reporter that the trend of the new energy industry in the next 2-3 years is clear, the certainty of prosperity is high, and the leading companies in the photovoltaic and battery links are worthy of attention.
"Regarding the prosperity of the industry, if you look at the next two to three years or even longer cycles, I am very optimistic about new energy, because whether it is new energy vehicles or new energy power generation, the certainty of industrial trends is very clear." Yang Yu said that based on the perspective of market value space in the next year, photovoltaic space is greater, while new energy vehicles have overdrawn more performance growth.
In terms of subdivision, Yang Yu said that he mainly studies the lithium battery industry chain for new energy vehicles, the core of which is to find a highly competitive target, whether it is based on performance or cost leadership, which will eventually be reflected in market share and profitability, but the performance leadership is preferred to the cost leadership, so the most optimistic about the leading company in the battery link, followed by the equipment link and the leading company that can achieve cost leadership in various material links.
From the perspective of risk points, Yang Yu pointed out that at this stage, the impact of the new energy automobile industry by the policy has been relatively small compared to previous years, and the new energy vehicles have completed the early stage of consumer education, entering the stage of continuously developing new models to match various demand types, and no longer winning by a single price strategy. However, because new energy is an emerging industry, the growth rate will inevitably fluctuate, and the attention of funds in this industry is very high, when the growth rate fluctuates, the valuation change will be particularly large, which will inevitably cause the stock price to fluctuate sharply, showing the characteristics of the plate that is not stable enough. "From the perspective of our own research, it is particularly important to carefully select targets and accurately judge the future direction of technological development." In addition, the understanding of the company's competitiveness should be sufficient. ”
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