Affected by the weakening of the automotive plate, Xineng car ETF (159824) suffered a setback today, down 4.39% in intraday trading, while Tiannai Technology, German Nano, Guoxuan Hi-Tech, Nord shares and other components all fell.
Data show that since the first half of this year, the domestic new energy vehicle situation is very good. The cumulative production and sales of new energy vehicles in the first half of this year alone have both exceeded 1.2 million, which is the same as the annual sales in 2019. At the same time, the penetration rate of the domestic new energy vehicle market has also made a great breakthrough, reaching 17.8% in November.
People in the industry said that the new energy vehicle industry has ushered in a market-oriented stage, and sales of new energy vehicles for the whole year are expected to reach 3.4 million. Domestic new energy vehicles will maintain a good growth momentum in 2022. The favorable policies such as "carbon neutralization" will also help the automobile industry to transform and upgrade to green and sustainable development.
China International Capital Corporation predicts that the demand of the automobile industry will grow steadily next year, the penetration rate of new energy will increase rapidly, and industrial change has arrived. In this context, automobile companies and even the industrial chain are facing subversion and reshaping. Technology and product innovation that can iterate quickly is an important starting point, and it is also the core driving force of the outbreak of corporate performance valuation. It is recommended that we continue to dig deep into the structural growth track and individual stock opportunities, and the current valuation is attractive under the continued high performance.
As of press time, the turnover of Xinneng ETF (159824) is 28.23 million, with a turnover rate of 8.16%. It has achieved four net inflow days in the past 5 days, and the willingness to increase capital support has been enhanced. Investors can choose the time to get on the bus, bargain-hunting layout.
