Gelonghui, November 13 | Guotai Junan Securities Research Report said that the NEV industry chain is expected to gradually improve, and the long-term value of the current sector is prominent. Recommended attention: 1) Leading battery companies are expected to further increase their market share in price competition through scale effects and industrial chain cost control. Recommended targets: Ningde Era, Everweft Lithium Energy, Zhuhai Guanyu, and Haopeng Technology; 2) Charging pile links that are growing strongly under policy guidance. Recommended targets: Shenghong Shares and Green Energy Huichang. 3) Companies with continuous iteration of midstream preferred products or significant cost reduction and efficiency results recommend targets: Betray, Xingyuan Materials, Xinzhoubang, Kodali, benefiting targets: Baoming Technology, Dongwei Technology, etc.; 4) The robot industrialization process is accelerating, benefiting targets: Mingzhi Electric, Weichuang Electric, etc.
国泰君安：新能源汽车产业链有望迎来逐步改善，当前板块长期价值凸显
Guotai Junan: The NEV industry chain is expected to gradually improve, and the long-term value of the current sector is highlighted
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.