2023 new energy vehicle concept stocks leading stocks

2023 new energy vehicle concept stocks leading stocks

New energy vehicles are a popular concept plate recently, but many netizens don't know the leading stocks of new energy vehicle concept stocks. Today, He Xun Stock Channel compiled the leading stocks of the 2023 new energy vehicle concept stocks for your reference. Welcome to read!

New energy concept:

According to the data released by the Ministry of Industry and Information Technology, in 2 1 year, the total length of national optical cable lines reached 54.88 million kilometers, and the length of new optical cable lines increased by 3190,000 kilometers throughout the year; The total number of mobile communication base stations in China reached 9.96 million, with a net increase of 650,000. On April 9, 2023, the State Council Press Office held a press conference. Looking forward to 2023, China will accelerate infrastructure construction and guide the expansion of effective investment. It is estimated that 600,000 5G base stations will be built throughout the year.

In terms of developing new energy sources, the Action Plan for Peak Carbon Dioxide Emissions by 2030 clearly proposes to vigorously develop new energy sources. It is planned that by 2030, the total installed capacity of wind power and solar power will reach more than 654.38+0.2 billion kilowatts. According to the data released by the National Energy Administration, by the end of February1,the installed capacity of wind power and photovoltaic power generation in China was 328 million kilowatts. In the future, the demand for development, construction and operation and maintenance of new energy power stations is in a period of rapid growth, and the market space is broad.

Byd company limited

Current price: 3 18.23

Core theme concept: driverless+salt lake lithium extraction+lithium battery+photovoltaic concept+new energy vehicle.

The new energy automobile industry is the absolute leader. In 16, the sales volume of new energy vehicles was 96,000, ranking first in the world. The market share in the field of new energy vehicles in China is about 19.5% (first); 17 June, its North American electric bus factory was completed and put into operation, covering an area of nearly 4 1000 square meters; 65438+In July 2008, the subsidiary won the bid for the pure electric bus project with a price of more than 5.5 billion yuan.

Technical analysis: The recent average cost is 30 1.35 yuan, and the stock price runs below the cost. The upward trend in the bull market has slowed down, and you can do high throwing and low sucking in moderation. The company operates well, and most institutions believe that the long-term investment value of the stock is high. Up to now, ***478 major institutions hold a total of 350 million shares, accounting for 30.28% of circulating A shares.

An Kai bus

Current price: 6.36.

Core theme concept: new energy vehicle+Huawei vehicle+driverless+fuel cell.

Domestic vehicle companies that entered the new energy bus earlier mainly concentrated in the field of10-12m (medium and large) pure electric buses; /kloc-sold1.05438+00,000 buses in 0/6 years.

Technical analysis: the recent average cost is 5.78 yuan, and the stock price is equal to the cost. Bull market, and there is an accelerated upward trend. Today, the stock has a daily limit, with a large outflow of funds, but the turnover rate is 1.962%, and the trading activity is average. The company's operating conditions are acceptable, and it has not been significantly recognized by most institutions for the time being, so it can continue to pay attention in the future. Up to now, the four major institutions of * * * hold a total of 284 million shares, accounting for 38.73% of circulating A shares.

Baw blue valley

Current price: 8.36.

Core theme concept: Huawei car+driverless+new energy car+local state-owned assets reform+power battery recycling.

China, a leading enterprise in the new energy vehicle industry, is the first pure electric vehicle enterprise in China with annual production and sales exceeding 654.38+10,000 vehicles, ranking first in the sales volume of new energy vehicles in China for the fifth consecutive year, with the sales volume of pure electric vehicles103.2 million vehicles in 2007, with a market share of 23%.

Technical analysis: the recent average cost is 8.20 yuan, and the stock price runs above the cost. Bull market, and there is an accelerated upward trend. The company's operating conditions are acceptable, and it has not been significantly recognized by most institutions for the time being, so it can continue to pay attention in the future. Up to now, *** 1 1 main institutions hold a total of18.47 million shares, accounting for 47.2 1% of the circulating A shares.

Changan automobile

Current price: 15.66

Core theme concept: Huawei Auto+Driverless+New Energy Vehicle+Contemporary Ampere Technology Co., Ltd.

The company independently mastered the core technologies of "three major electric appliances" of new energy, possessed the core capabilities of software and hardware development of control system, integrated design of battery system and integrated design of electric drive system, broke through and mastered a number of key core technologies of new energy, and maintained the leading position in China in technical strength.

Technical analysis: the recent average cost is 15.23 yuan, and the stock price runs above the cost. Bull market, and there is an accelerated upward trend. The company operates well, and most institutions believe that the long-term investment value of the stock is high. Up to now, *** 15 institutions hold a total of 3.088 billion shares, accounting for 52.78% of circulating A shares.

JAC

Current price: 12.07

Core theme concept: Huawei car+driverless+new energy car+local state-owned assets reform+Weilai car concept.

The company's partners in the field of new energy are Volkswagen and Weilai Automobile, and the company is Weilai's main foundry; Jianghuai Volkswagen is a joint venture between the company and Volkswagen, and currently produces and sells new energy passenger cars.

The recent average cost is 12.29 yuan, and the stock price runs below the cost. The upward trend in the bull market has slowed down, and you can do high throwing and low sucking in moderation. The company's operating conditions are acceptable, and most institutions believe that the long-term investment value of this stock is high, so investors can pay more attention to it. Up to now, *** 14 institutions hold 7 1 1 billion shares, accounting for 37.54% of the circulating A shares.

Xiaokang stock

Current price: 69.25.

Core theme concept: Huawei car+driverless+new energy car+Alibaba concept

Engaged in the manufacture and sales of brand cars such as "Dongfeng Xiaokang, Dongfeng Scenery". R&D, manufacturing, sales and service of passenger cars, commercial vehicles, powertrains and other auto parts. China's economy continues to maintain steady growth, the income level of residents will continue to improve, and the potential demand for automobile consumption in China is still huge. With the upgrading of consumption, SUV will still be the main growth force, the proportion of automatic cars will increase day by day, and automobile intelligence will enter the initial stage of industrialization, bringing more opportunities and challenges.

The recent average cost is 60.8 1 yuan, and the stock price runs above the cost. Bull market, and there is an accelerated upward trend. The stock is in an outflow state, so investors need to invest carefully. The company operates well, and most institutions think that the long-term investment value of the stock is average. Short-term trend: the market has been rising continuously recently, and it will be carefully adjusted in the short term. Medium-term trend: there is an accelerated upward trend. Long-term trend: Up to now, *** 12 institutions hold a total of 662 million shares, accounting for 64.09% of circulating A shares.

What are the leading stocks of the new energy vehicle concept?

Junda shares (002865)(002865)

Hainan Junda Automobile Products Co., Ltd. is mainly engaged in the research, development, production and sales of automobile plastic interior and exterior accessories, covering the integration of automobile dashboard, bumper, door guard and assembly.

Jinbo stock (688598)

Hunan Jinbo Carbon Co., Ltd. is mainly engaged in the research, development, production and sales of advanced carbon-based composite materials and products; The main products mainly include single crystal drawing furnace thermal field system products, polycrystalline ingot furnace thermal field system products, vacuum heat treatment products and so on. The company independently or as the first drafting unit took the lead in formulating five national industry standards, owned the "Hunan Low-cost Preparation Technology and Engineering Research Center for Carbon/Carbon Composites", and obtained 65 patents at home and abroad, which was in the leading position in the industry.

Zhongrong Electric (30 103 1)

Xi anzhongrong electric co., ltd's main business is the research, development, production and sales of fuses and related accessories. The main products are power fuse, electronic fuse and excitation fuse, among which the leading product is power fuse. At present, it is one of the most perfect enterprises in the field of power fuse quality system and product safety certification in China. /kloc-was recognized as a "high-tech enterprise" in 0/0. At present, the company and its subsidiary * * * have 98 national patents, including invention patent 1, utility model patent 93 and design patent 4, and many invention patents are in the process of application. For 20 consecutive years, the company has won the SME Technology Innovation Fund Award from the Ministry of Science and Technology, 17 Top Ten Innovative Enterprises Award in China's energy-saving and new energy automobile industry, 18 "Best Supplier" in China's renewable energy power generation system industry, "Famous Trademark" in Shaanxi Province, "xi 'an Famous Trademark" and "Xi 'an Anlong List". ...

Sunshine Power Supply (300274)(300274)

Sunshine Power Supply Co., Ltd. is a high-tech enterprise specializing in the research and development, production, sales and service of new energy power supply equipment such as solar energy (00059 1), wind energy, energy storage and electric vehicles. The main products are photovoltaic inverter, wind power converter, energy storage system, new energy vehicle drive system, surface photovoltaic equipment and smart energy (600869) operation and maintenance services. The company has successively won the honors of Top 30 New Energy Enterprises in China (6006 17), Top 0 New Energy Enterprises in the World 100, National "Contract-abiding and Credit-abiding" Enterprise, and Best Enterprise Employer in Asia.

Wencan shares (603348)(603348)

The main business of Wencan Group Co., Ltd. is the research and development, production and sales of aluminum alloy precision die castings for automobiles. The company's main products are aluminum alloy die castings for automobiles. The company's main customers are well-known vehicle manufacturers and parts manufacturers at home and abroad, so the selected production equipment is at an advanced level internationally and in the same industry.

Zhaowei Electromechanical (00302 1)

The main business of Shenzhen Zhaowei Electromechanical Co., Ltd. is to design, develop and produce precision transmission systems. The company's main products are micro-drive systems, precision parts and precision molds. /kloc-in 0/9, it won the special prize of China Machinery Industry Science and Technology Award, the gold prize of excellent design and the second prize of national scientific and technological progress. In 20 years, it won the China Industry Award, and the "micro-drive system" won the fifth batch of national manufacturing single champion products. Construction of Shenzhen Enterprise Technology Center, Guangdong Micro-gear Transmission Engineering Technology Research Center and Mechanical Industry Micro-transmission System Engineering Technology Research Center. It is recognized as the backbone enterprise of Guangdong Robot (300024) and the most growing enterprise in China gear industry.

Ruikeda (688800)

Suzhou Ruikeda Connection System Co., Ltd. is mainly engaged in the research and development, production, sales and service of connection system products. The main products are connecting devices and connector modules. At present, the company has 14 invention patents, 125 utility model and appearance patents, 2 overseas patents, and participated in the formulation of many industry standards. As a national high-tech enterprise, the company has always regarded technological innovation as the driving force for the sustainable development of the enterprise and constantly introduced new products to adapt to the market. The company's independent research and development project "HS high-speed and high-density rectangular printed board connector" was included in the 15 national torch plan.

Sida Peninsula (603290)

The main business of Jiaxing Starr Semiconductor Co., Ltd. is to design, develop and produce IGBT-based power semiconductor chips and modules, and sell them in the form of IGBT modules. The main products are 600VIGBT module series, 1200VIGBT module series, 1700VIGBT module series, MOSFET module series, 600VIPM module series and so on. Products can be used in different fields with power from 0.5kW to 1MW, including: frequency converter _ welding machine _ induction heating _ laser _ solar/wind power generation device, high-voltage DC power transmission and transformation device, household appliances, locomotive traction, UPS, medical equipment, etc. According to the latest annual report of 19 released by IHS, a world-renowned market research institution, the company ranked eighth in the global IGBT module market in 18, with a market share of 2.2%, and was the only China enterprise to enter the top ten. ...

Liu Mengjie Technology (603529)

Emma Technology Group Co., Ltd. is mainly engaged in the research and development, production and sales of electric bicycles. The company's main product is electric bicycle. Since 12, the company has won the first place in brand power of electric bicycle industry in C-BPI (China Brand Power Index) issued by the Ministry of Industry and Information Technology for seven consecutive years, and the first place in customer satisfaction of electric bicycle industry for four consecutive years since 13. /kloc-on may 28th, 2008, the company obtained the certificate of "the first batch of electric bicycle manufacturers meeting the new national standard" issued by the national light electric vehicle and battery quality supervision and inspection center and the quality control and technical evaluation laboratory of industrial products (light electric vehicles and batteries). 65438+In September, 2008, the quality supervision department strictly inspected the quality integrity of all enterprises. The company was awarded the title of "National Typical Enterprise with Quality Integrity Benchmark" by China Quality Inspection Association (No.:China Inspection Association) for its honest enterprise concept and excellent product quality. ...

AVIC photoelectric (002 179)(002 179)

AVIC Optoelectronic Technology Co., Ltd. is a high-tech enterprise specializing in R&D, production, sales and service of highly reliable optical, electrical and liquid connectors and related equipment, and providing systematic interconnection technology solutions. The company's main products include electrical connectors, optical devices and photoelectric equipment, cable components and integrated products, fluid devices and liquid cooling equipment. , mainly used in national defense fields such as aviation and aerospace, as well as civil high-end manufacturing fields such as communication and data transmission, new energy vehicles, rail transit, consumer electronics, industry, energy, medical care, intelligent equipment and robots.

What are the leading stocks of the new energy vehicle concept?

BYD (sz002594)

Mainly engaged in rechargeable batteries and photovoltaic business, mobile phone parts and assembly business, as well as automobile business including traditional fuel vehicles and new energy vehicles, and actively expand related businesses in the field of new energy products by using its own technological advantages.

Sida Semiconductor (sh603290)

Design, development and production of IGBT power semiconductor chips and modules, and sales of IGBT modules.

Contemporary Ampere Technology Co., Ltd. (sz300750)

The company is the world's leading new energy innovation technology company, mainly engaged in the research and development, production and sales of power batteries and energy storage batteries, in order to promote the substitution of fixed fossil energy and mobile fossil energy, and promote the integrated innovation of market applications with electrification and intelligence as the core. The company has core technical advantages and forward-looking R&D layout in industrial chains such as battery materials, battery systems and battery recycling, and is committed to providing first-class solutions and services for global new energy applications through the innovation of materials and material systems, architecture, green extreme manufacturing and business models.

Godari (sz002850)

The company is a research and development and manufacturing enterprise of battery precision structural parts and automobile structural parts. After more than 20 years of development, it has grown into a leading research and development and manufacturer of battery precision structural parts and automobile structural parts in China. The company's products are mainly divided into precision structural parts of power batteries for new energy vehicles, precision structural parts of consumer batteries and auto parts, which are widely used in automobiles and new energy vehicles, power batteries, power tools, energy storage power stations and many other industries.

Jingwei Hengrun (sh688326)

The company is a comprehensive electronic system technology service provider, focusing on electronic systems, focusing on providing electronic products, R&D services and solutions and high-level intelligent driving overall solutions for customers in the fields of automobiles, high-end equipment and driverless transportation. Through long-term business accumulation, the company has formed a customer base in the automotive field, including domestic and foreign vehicle manufacturers such as FAW Group, China Heavy Duty Truck, SAIC, Guangzhou Automobile Group and Navistar, as well as internationally renowned first-class automobile suppliers such as innovators, Antonin and Borgwarner. At the same time, it has obtained customers in high-end equipment fields such as China Commercial Aircraft and CRRC China, and customers in unmanned transportation fields such as Rizhao Port.

Zhongrong Electric (sz30 103 1)

The company's main business is the research and development, production and sales of fuses and related accessories. The main products are power fuse, electronic fuse and excitation fuse, among which the leading product is power fuse. The company has a wide range of products, including nearly 60 product series and more than 6,000 product specifications. It is mainly used in high-end market fields such as new energy vehicles, new energy wind power generation and energy storage, communication and rail transit. , and provide circuit protection for various high and low voltage power supplies, distribution systems, control systems and electrical equipment involved in the above fields.

The leading shares of new energy vehicles are as follows:

Contemporary Anpu Technology Co., Ltd. (300750): The main business is focusing on R&D, production and sales of power battery systems and energy storage systems for new energy vehicles, and is committed to providing first-class solutions for global new energy applications;

BYD (002594): The comprehensive strength of domestic new energy vehicle technology ranks first. Mainly engaged in automobile business, including new energy vehicles and traditional fuel vehicles, mobile phone parts and assembly business, rechargeable batteries and photovoltaic business;

SAIC (600 104): Its main business is the production and sales of various motor vehicles, mechanical equipment, assemblies and spare parts such as automobiles, motorcycles and tractors.

CRRC (60 1766): It is a transportation equipment machinery manufacturing enterprise;

Weichai Power (000338): the backbone enterprise of China internal combustion engine industry, leading the major issues of domestic fuel cell industrialization;

Yiwei Lithium Energy (3000 14): Its main business is research and development, production and sales of consumer batteries and power batteries;

Great Wall Motor (60 1633): an enterprise mainly engaged in the production and sales of R&D, complete vehicles and auto parts;

Guangzhou Automobile Group 960 1238): The existing main businesses include R&D, complete vehicles, spare parts, business services and finance, which constitute a complete closed loop of the automobile industry chain;

Huichuan Technology (300 124): It is a technology company that focuses on the research, development, production and sales of industrial automation and new energy-related products, and is positioned to serve high-end equipment manufacturers;

Wanxiang Qian Chao (000559): set foot in the powertrain of new energy vehicles, with a relatively complete industrial chain and industrialization scale of electronic control, motors and batteries;