Introduction of Tesla charging pile concept stocks

Introduction of Tesla charging pile concept stocks

Tesla is an American electric vehicle and energy company, which produces and sells electric vehicles, solar panels and energy storage equipment. Recently, news about Tesla has appeared frequently, and Tesla-related concept stocks are also hot. The stocks in the Tesla concept plate are basically Tesla charging pile concept stocks of listed companies associated with Tesla enterprises.

What are Tesla concept stocks?

Tesla concept stocks are distributed in {'packaging and printing',' general equipment',' computer application',' automobile parts',' white goods',' chemical industry',' professional services',' instrumentation',' automobile services',' steel',' small household appliances',' media',' chemical synthetic materials' and' electric equipment'.

1. Packaging and printing: Jiuyi Star (SZ30 1 198)

2. General equipment: Xinxiang Technology (SZ002965), Shuangfei Co., Ltd. (SZ3008 17), Wuzhou Xinchun (SH603667), Dongmu Co., Ltd. (SH6001KLOC-0/4) and Wuyang Parking Co., Ltd. (SZ300420).

3. Computer applications: Siweituxin (SZ002405) and Today International (SZ300532)

4. Auto parts: Newtek (SZ30 1229), Lizhong Group (SZ300428), Murray Technology (SZ3006 1 1), Huguang (SH605333), Xu Sheng (SH603305). Ningbo Founder (SZ300998), Jifeng (SH603997), Bojun Technology (SZ300926), Top Group (SH60 1689), Tang Wei Industry (SZ300707), Admiralty (SZ301KLOC-0). Chinachem Technology (SH603306), Xida Huayu Automobile (Ximari Precision (SZ002976), Fuyao Glass (SH603266), Lingyun (SH600480), Baolong Technology (SH603 197), Xinpeng (SZ002048). Sheng Jun Electronics (SH600699), Xinquan Co., Ltd. (SH603 179), Molding Technology (SZ000700), Lianming Co., Ltd. (SH603006), Tianqi Film (SZ0025 10) and Chang Ying Xinzhi (SZ002664). Longteng (SH603 158), Beite Technology (SH603009), Longfei (SZ002536), Hailian Jinhui (SZ002537), Jingwei (SZ002662), Shen Da (SH600626) and Wuxi Zhenhua (SZ605366).

5. White goods: Sanhua Zhikong (SZ002050) and Xiuqiang (SZ300 160).

6. Chemical industry: Matsui (SH688 157), Polyfluoride (SZ002407), Yahua Group (SZ002497) and Delian Group (SZ002666).

7. Professional Services: Puni Test (SZ300887)

8. Instrument: Constant (SZ300445)

9. Automobile service: SINOMACH (SH600335)

10. steel: baoshan iron & steel (SH6000 19), shougang shares (SZ000959).

1 1. Small household appliances: ASD (SZ002403)

12. Media: century huatong (SZ002602)

13. Chemical synthetic materials: Waco Technology (SZ30 1 196), Walter (SZ002886), SDIC (SZ300806), Kai Tak New Materials (SZ300995), Shuguang (SZ002838).

14. electric power: Lu Xiao science and technology (SZ0026 17)

15. Automation equipment: Hai Muxing (SH688559), Jiangsu Beiren (SH6882 18), Saiteng (SH603283), Paisilin (SH6002 15), South China University of Technology (SZ000988)

16. Other electronics: Zhongrong Electric (SZ30 103 1), Ruikeda (SH688800) and Liyuan Information (SZ300 184).

17. Logistics: Feilida (SZ300240) and Yin Fei Warehouse (SH603066).

18. Black household appliances: galaxy electronics (SZ0025 19)

19. New metal materials: Ningbo Yun Sheng (SH600366), Zhongke Sanhuan (SZ000970), Weber alloy (SH601kloc-0/37), Jinli permanent magnet (SZ300748), Galaxy magnet (SZ300/kloc).

20. Special equipment: Hanchuan Intelligent (SH688022), Changsheng Bearing (SZ3007 18), XD Juyike (SH688 162), Haosen (SH688529), Huaxing Yuanchuang (SH68800 1 0). He Forging Intelligent (SH6030 1 1), Tianqi (SZ002009), Youde Precision (SZ300549), Tian Yong Intelligent (SH603895) and Tiantong (SH600330).

2 1. Power equipment: Jinbei Electrician (SZ002533), Jingshan Light Machinery (SZ00821), Ayrton (SZ002623), Times New Materials (SH600458), Chint Electric (SH60 1877). , Fan Qi cable (SH605222), Kodak (SZ002823), Wolong electric drive (SH600577), Zhongwei (SZ3009 19), Founder Motor (SZ002 196), Weitai (SZ002058).

22. Consumer electronics: Chunxing Seiko (SZ002937), Chang Ying Precision (SZ300 1 15), Yingli Co., Ltd. (SZ300976), Derun Electronics (SZ002055), Rongfeida (SZ300602) and Darrouy Electronics (SZ). Jingyan Technology (SZ300709), Anjie Technology (SZ002635), Xinwei Communication (SZ300 136), Lance Technology (SZ300433), Shuobeide (SZ300322), ST Star (SZ300256) and Hejing Technology (SZ 300256)

23. Optical Photoelectricity: Lianchuang Electronics (SZ002036), Le Fei Audio (SH60065 1), VIOS Electronics (SH6052 18) and Changxin Technology (SZ300088).

24. national defense industry: AVIC optoelectronics (SZ002 179) and aerospace rainbow (SZ002389)

25. Semiconductors and components: Dongshan Precision (SZ002384), Wangjing Electronics (SH603228), Benchuan Intelligent (SZ300964), Shi Yun Circuit (SH603920), Chen Ju (SH688 123), Hong Sheng Science and Technology (SZ300476), etc.

26. Building materials: Jinjing Technology (SH600586) and CSG A(SZ0000 12).

27. Industrial metals: Huafeng Aluminum (SH60 1702), Liyuan Refinery (SZ00250 1), Yinbang (SZ300337), Jintian (SH60 1609) and Liang Hai (SZ002203).

28. Small metals: Haiyun Metal (SZ002 182), Yi 'an Technology (SZ300328), Ganfeng Lithium Industry (SZ002460), China Mining Resources (SZ002738) and Tianqi Lithium Industry (SZ002466).

29. Environmental protection: Chuangyuan Technology (SZ00055 1)

30. Communication equipment: Dafu Technology (SZ300 134)

Tesla concept stocks are mainly distributed in auto parts, power equipment, consumer electronics and other industries. Judging from the current trend, the relevant stocks in the automobile industry chain have all risen sharply. Now, some stocks are rising at a low level. At this time, we should avoid high throwing and low sucking, and we should not expect too much from the stocks that make up the increase. Once the market of the whole sector reverses downward, most stocks will decline, and very few stocks will continue to rise against the trend. This has certain requirements for our stock selection ability, and we can pay attention to the performance fundamentals. The power equipment industry can take a high look, and the market duration is mainly short-term, so as to avoid risks in a bad market environment.

List of Tesla concept leading stocks

Jin Rui technology

Panasonic has won the latest contract for the supply of lithium-ion batteries from Tesla Motors, with a contract value of about $7 billion. Among A-share listed companies, Jin Rui Science and Technology (600390) will directly benefit from providing precursors for Panasonic lithium batteries.

Xinzhoubang

It indirectly supplies Tesla, and indirectly supplies Tesla by providing electrolyte for Samsung SDI and Panasonic lithium-ion batteries.

Changxin technology

We are in contact with Tesla Electric Vehicle Company, and it is expected that Tesla will be supplied with a central control touch screen.

Haomai technology

Tesla tire is a brand in mainland Germany and one of the company's important customers.

Guodian nanrui

The company said that it had contact with Tesla, but the two sides did not involve the problem of super charging station, but discussed charging equipment such as charging piles.

Foton

Recently, BAIC signed a share subscription agreement with ATI EVA(6006 17), an American new energy company, and BAIC will acquire 25.02% of Atieva's shares. After the acquisition is completed, both parties expect to launch electric vehicles of the same grade as Audi A6L in the third year. It is reported that Tesla is talking about cooperation with BAIC, and Foton Motor (600 166) is a listed company of BAIC Group.

Xibang stock

The company mass-produces turbocharger housing products for Borgwarner, which is the sole supplier of turbocharger for Tesla cars. According to the company's investor interaction platform, the company did not supply Tesla directly, and it is not clear whether there are products supplied to Tesla through customers. However, if Tesla builds a factory in China, West Pump Co., Ltd. (002536) will consider entering Tesla's auto parts supply system, and it is confident to enter the system.

Star Technology (300256): The company said on the interactive platform that its subsidiary Shen Yue photoelectric resistance screen and capacitive screen products have been applied to Japanese cars such as Toyota and Honda, local brand cars and individual European models through well-known car navigation manufacturers in Japan, Taiwan Province province of China and Chinese mainland region of China, and are currently being supplied to Panasonic.

Kangdexin

Recently, it was reported that Innolux Optoelectronics (formerly Chimei Electronics), a panel factory under Hon Hai Group, has reached an agreement with Tesla, an American electric vehicle giant, to ship panels for vehicles. Hon Hai even considered setting up a panel factory for Tesla in the United States to supply them nearby.

Sheng Jun electronics company

Thanks to Tesla, the company has successfully transformed from a shell company without assets and liabilities into a listed company with sustainable operation ability, profitability and strong market competitiveness, mainly engaged in the research and development, production and sales of auto parts. In the next few years, the company will focus on the development of core automotive electronic products and electromechanical integration systems to meet the needs of new energy markets and technologies. The company will continuously enhance its core competitiveness, explore domestic and foreign markets, and strive to provide high-quality automotive electronic components for the global automotive industry in the fields of windshield cleaning system, air management system, engine intake system, rearview mirror vision system, interior and exterior decoration system, engine function system, battery power management system, automobile driving safety system, automobile entertainment and comfort system, etc.

Jiangte electric machinery

The motor used by Tesla is a three-phase induction motor with asynchronous motor technology. Jiangte Motor is one of the few listed motor companies with three-phase asynchronous motor technology in China. The company is mainly engaged in the research and development, production and sales of special motors such as lifting metallurgical motors and high-voltage motors. It is recognized by the Ministry of Science and Technology as the "Key High-tech Enterprise of the National Torch Program" and the "Jiangxi High-tech Enterprise" recognized by the Science and Technology Department of Jiangxi Province. The product R&D capability is at the leading level in domestic small and medium-sized motor industry, and it has successively passed ISO900 1:2000 quality management system certification, national compulsory product certification (3C certification), China Classification Society marine product type certification, European safety certification (CE certification) and export product quality license certification.

Lifan shares

Tesla demonstrated a new charging method in the United States, that is, the "changing mode" of replacing batteries. Lifan and Electric Bus Technology Co., Ltd. have successfully developed the chassis power exchange system of electric vehicles. The new technology can quickly replenish energy for electric vehicles by replacing batteries. The whole process only takes 3 minutes. The company is one of the largest private enterprises in China, one of the key high-tech enterprises in the National Torch Program, and one of the first private enterprises to obtain the National Technology Center. The company has developed many new products with completely independent intellectual property rights.

Jiangsu Guotai

Recently, the lithium battery sector has been stimulated by the upcoming new subsidy policy in China and the sales of Tesla electric vehicles, and the gains are good. The company's share price has also risen sharply. The valuation level of short-term companies has become more reasonable.

Byd company limited

New energy vehicles will make great progress. As the company has launched a new business operation model in China, overseas expansion is progressing smoothly, and heavy new cars are listed, it is expected that the company's new energy vehicle business will develop rapidly this year.

What are the listed companies of Tesla charging piles?

Tesla charging pile industry concept stocks include: sailing cable and Zhong Kai Precision.

Sailing cable:

In the first quarter of 2022, the company's total revenue was 3.693 billion yuan, gross profit margin was 65,438+00.165,438+0%, and earnings per share was 0.36 yuan.

Tesla charging pile consumables stock with the lowest valuation at present.

On July 13, Fan Qi Cable's share price fell by 3.69% in three days, with a market value of 89710 million yuan, up by 4.93%, and the latest price was 22. 15 yuan.

Zhong Kai Precision:

The company's report for the first quarter of 2022 shows that the total revenue of Zhong Kai Precision is 6130,000, the gross profit margin is 15.77%, and the earnings per share is 0.07 yuan.

The company indirectly supplies components of power batteries, motors and electronic control systems to Tesla, which are mainly used for Tesla charging piles, braking systems, power steering systems and other products.

According to the latest news in the morning of13 July, the share price of Zhong Kai Precision fell by 2.02% in five days. As of 0: 23, the share price rose by 5.36% to 1 10.42 yuan.