The focus of the new energy vehicle industry chain has changed.

Since 2018, the market's attention to the middle and lower reaches of the new energy automobile industry chain has suddenly increased. Since April, hundreds of organizations have gathered to investigate more than 30 related companies. A number of high-quality fund managers interviewed by the reporter said that the downstream sales of new energy vehicles have increased sharply, the upstream industry structure has become increasingly clear, and mid-stream companies with competitive layouts are expected to receive excess returns.

Many companies have been intensively researched

According to the information from Oriental Fortune Choice, since April, hundreds of organizations have intensively researched more than 30 companies related to the new energy automobile industry chain.

On May 15, 55 institutions investigated Sanhua Zhikong, including China Life Insurance, Haifutong, Huaan, SDIC UBS, ICBC Credit Suisse, South China and other fund companies, Qianhe, Zhuque, Zhanbo and other well-known private equity funds. Sanhua Zhikong said that its products have become certified suppliers and long-term partners of internationally renowned manufacturers of automotive air conditioning and thermal management systems, such as Valeo and Mahler, and have successfully developed Mercedes-Benz and Tesla. Volkswagen, BYD, Geely, Weilai and other vehicle manufacturers and high-end market customers.

Desaixiwei, which specializes in in-vehicle information systems, has accelerated its deployment in the Internet of Vehicles, Intelligent Driver Assistance Systems and new energy vehicles. Since April 26, 66 organizations have investigated Desaixi in five batches, including Ping An and Taikang. Other insurance companies such as Yinhua, Xingquan, TEDA Manulife, Huaan, Fuguo, etc., China Merchants, Tianfeng, Caitong and other securities companies, as well as China-European Ruibo, Dingfeng, Danshuiquan, Shangya and other well-known private equity funds the company.

The new energy vehicle thermal management business of Yinlun Co., Ltd. has recently been popular, and has signed supply contracts with Geely, Jaguar, Land Rover and other companies, and recently attracted 7 institutions to investigate. Yinlun shares said that signing a contract with a well-known car company is an important breakthrough for the company to expand the thermal management market of new energy vehicles, which is conducive to the long-term development of the company's new energy sector.

The Asia-Pacific technology, which mainly produces automotive aluminum extrusion materials and actively deploys the new energy automobile industry, recently attracted 13 institutions to conduct research.

Kaizhong Precision, which is actively expanding its new energy vehicle business, has attracted 14 institutions to investigate since May 10. The company said that in the future, it will focus on the development of new automotive core components and new products such as new energy vehicle motors, electronic controls, batteries and automotive lightweights, automotive electronic control connectors, new energy vehicle drive motor connectors, new energy vehicle power battery components, etc. The products have been supplied to customers in Germany and Japan in batches. A variety of products have been developed in cooperation with customers such as Daimler and BYD.

The midstream company’s attention has suddenly increased

Since the third quarter of 2015, new energy vehicles have begun to receive high attention from the market. In the fourth quarter of 2015, the first quarter of 2016, and the third quarter of 2017, the performance of new energy vehicles was eye-catching. In the above-mentioned several wave markets, the organization mainly focuses on the upstream of the industrial chain, and related lithium and cobalt resources, electrolytes, separators and other related stocks are sought after. With the development of the new energy automobile industry, the market focus has begun to extend to the middle and lower reaches.

A high-performing private equity fund manager in Shanghai said that from the logic of investment evolution of the new energy automobile industry chain, upstream resources are the first to benefit. In the second half of 2015, lithium ore and electrolyte prices soared, and Tianqi Lithium Industry and Yanfeng Lithium Industry The mining concept stocks, as well as the performance of electrolyte concept stocks such as Tianci Materials and Xinzhoubang, soared, the stock price rose, and lithium-ion battery separators, ternary materials and even solvents, aluminum plastic film and other related companies were also sought after. Until the market pursued the concept of new energy vehicles in the third quarter of 2017, the focus remained on upstream resource stocks such as Tianqi Lithium Industry, Yanfeng Lithium Industry and Huayou Cobalt Industry. Since 2018, the market has begun to focus on investment opportunities for mid- and downstream companies.

In the eyes of the industry, when the turning point of the new energy auto industry has just appeared, many companies have expanded their production capacity, and upstream resource companies have determined that they will benefit from lithium ore and cobalt mines. However, after fierce competition in the industry, excellent companies will win. Taking the electrolyte as an example, after experiencing substantial price increases, new company entry, fierce competition, and price wars, the industry pattern has become relatively clear, and opportunities for excess returns have begun to be transmitted to the middle and lower reaches.

“It is expected that by the end of this year, the certain investment opportunities of new energy vehicles will come true, but under the consensus, many institutions choose to arrange in advance.” A public fund investment director in Shanghai believes.

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