The retail market of new energy passenger cars reached 475000 units in December 2021, and sales of new energy vehicles are expected to exceed 6 million in 2022, the Federation said. Affected by this good news, today, the automotive sector heating up, the CS new car index rose, up 4.15%, the composition of auto stocks strengthened. Affected by the performance disclosure announcement that exceeded market expectations, Huayou Cobalt rose by the limit at the beginning of trading, with German Nano rising 16.6% in the afternoon; Zhongke Electric rose 11.73%, and its annual output of 100000 tons of lithium battery anode materials integration project started in Guiyang. In the afternoon, Tiannai Technology rose more than 10%, Dangsheng Technology, Jiayuan Technology, Zhongwei shares rose more than 8%, Rongbai Technology, Xingyuan material rose more than 7%. The new energy car ETF (159824) rose well today, up 4.52% in the afternoon, with a turnover rate of 46.04 million, a turnover rate of 13.45% and active trading.

Anxin Securities believes that in 2022, the traditional car and new energy vehicle industry is improving in an all-round way, and high-quality industry leaders and spare parts enterprises are worthy of attention. Pacific Securities believes that terminal demand such as new energy vehicles has ushered in an explosive period, lithium resources are in short supply in 2022, lithium prices will remain strong, and sectors related to the new energy vehicle industry chain are likely to be uptrend.