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概念追踪 | “汽车下乡”消费刺激政策落地 新能源汽车有望继续走强(附概念股)

Concept tracking | "cars to the countryside" consumption stimulus policy landing new energy vehicles are expected to continue to strengthen (with concept stocks)

Zhitong Finance ·  May 27, 2022 20:10

Zhitong Financial APP learned that on May 27, the Ministry of Industry and Information Technology announced that it would organize a new round of activities for new energy vehicles to go to the countryside and launch a number of demonstration cities and projects for information consumption to promote the consumption of cars, home appliances and other commodities. Under the stimulus of the policy, sales of new energy vehicles are expected to increase. Related concept stocks: BYD (002594.SZ), ZTO Express bus (000957.SZ), Dongfeng Motor (600006.SH), Changan Automobile (000625.SZ).

According to the Ministry of Industry and Information Technology, the Qingdao government issued the "Yihui Qingdao driving Life" activity, in which individual consumers who buy and license new energy passenger cars in the administrative area of Qingdao purchase more than 200000 yuan (including 200000 yuan). Each car will be issued consumption coupons worth 6000 yuan, 4000 yuan per car purchased from 100000 yuan (including 100000 yuan) to 200000 yuan, and 3000 yuan vouchers for each car under 100000 yuan.

In addition, Shenzhen encourages the issuance of consumption vouchers, the introduction of a trade-in policy for cars, home appliances and smart terminals, and the promotion of new energy vehicles, house-wide smart and smart terminals, so as to speed up the construction of charging stations.

Prior to this, the relevant departments began to carry out new energy vehicles to the countryside in 2020, which quickly boosted the consumption of new energy vehicles in rural areas. A total of 1.068 million models were sold in 2021, an increase of 169.2% over the same period last year. However, in the process of new energy vehicles going to the countryside, they also encountered some problems, such as insufficient charging facilities, after-sales service and so on.

On the whole, a new round of car going to the countryside is indeed a major measure under the current saturation of urban sales, and there is hope to save sales. People's Daily said in an article that allowing new energy vehicles to go to the countryside smoothly is a systematic work, which requires the joint efforts of the government, industries, enterprises, and other relevant parties to strengthen supply, make up for deficiencies, and provide excellent services, so as to better meet the growing travel needs of farmers, and make greater contributions to expanding the automobile market and expanding domestic demand.

Related concept stocks:

BYD (002594.SZ): new energy models mainly include Seal, the second model in the ocean series, which has four versions, including 2022 Tang EV, Qin PLUS EV, Yuan Pro and Han EV Genesis Edition.

ZTO Express bus (000957.SZ): new car sales; car rental; auto parts research and development; auto parts retail; auto parts and accessories manufacturing and so on.

Changan Automobile (000625.SZ): 2022 is the year that Changan automobile new energy products will be put into use, such as Avita E11, Changan LUMIN, C385, C673 and many other brand-new products, which will become popular styles.

600006.SH: the main new energy models are Lantu FREE, Dongfeng Fengshen-E70500, Dongfeng Jingyi S50EV, Dongfeng Lingzhi M5EV and so on.

Wuling Automobile (00305): its models are: Wuling Hongguang MINIEV series models, Wuling NanoEV models, Baojun KiWi EV models and so on.

The translation is provided by third-party software.


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