According to recent reports, the 2024 China (Zhengzhou) Ecological Partner Conference for New Energy Vehicles will be held in Zhengzhou City from September 22 to 24. During the conference, one closed-door meeting, one theme forum, one zero-whole ecological partner dialogue, four thematic exchanges, multiple industry press conferences, four major theme visit activities, and related supporting activities will be held. In addition, activities such as the Intelligent Networked Automobile Grand Prix and the International Automobile Culture Festival will also be held during the same period.

Currently, the domestic new energy vehicle market continues to improve. According to data from the China Association of Automobile Manufacturers, the production of new energy vehicles in July was 0.984 million units, up 22.3% year-on-year; sales were 0.991 million units, up 27.0% year-on-year. Among them, the production and sales of pure electric vehicles completed 0.569 million units and 551,000 units, respectively, up 3.3% and 2.6% year-on-year; the production and sales of plug-in hybrid electric vehicles completed 0.415 million units and 438,000 units, respectively, up 63.3% and 80.7% year-on-year.

Regarding the direction of focus, Southwest Securities recently pointed out in its research report that it is recommended to pay attention to the upward opportunities brought about by the continuous promotion of the old-for-new policy to the industry; it is recommended to pay attention to the opportunities brought about by the launch of Huawei's high-end intelligent driving 3.0 version and Enjoy S9 to the intelligent driving sector and the Huawei industrial chain; In addition, it is recommended to focus on the opportunity of the natural gas heavy truck sector and the release of the replacement demand for heavy trucks brought about by the continued promotion of the "Implementation Plan for Scrapping and Updating Old Operating Trucks" policy.

In terms of specific stocks, among the screening of concept stocks in the new energy vehicle sector, as of August 20, more than 90 stocks had been researched by institutions over 100 times this year. Among them, Inovance Technology ranked first with 1,400 researches conducted this year, while Sanhua Intelligent Controls, Hongfa Technology, and Zhejiang Crystal-optech were all researched more than 800 times.