New energy vehicle industry chain rebounded, lithium batteries, auto parts and other plates rose, Huayou cobalt sealing plate, azure lithium core, Xingyuan material, Rongbai technology rose sharply, Ningde era intraday rose nearly 6%, turnover exceeded 6.6 billion, new energy vehicle ETF (159806) rose more than 4%, turnover exceeded 120 million.
According to the newly released policy, the subsidy scale in 2022 is not locked from the original upper limit of 2 million vehicles, and the subsidy will be realized throughout 2022, according to the report released by the Federation of passengers on January 11, the new energy subsidy policy in 2022 is a huge boon, and according to the latest policy, the subsidy is not locked from the original upper limit of 2 million vehicles in 2022.
Anxin Securities pointed out that the new energy subsidy policy in 2022 will keep the technical indicators and threshold requirements unchanged, while the scale of the subsidy does not lock in the original expected limit of 2 million vehicles, and the subsidy will run through the whole year. It is expected that the cost reduction capacity of new energy vehicles will continue to improve as a result of scale expansion and technological progress; at the same time, with the implementation of subsidies and the rise in raw material prices, the prices of some models will be raised, but there will be no reduction in consumer demand, and the production and sales of new energy vehicles are expected to continue to grow in 2022.
