Who is the leading enterprise of new energy? Can we start with a heavy position?

With the gradual implementation of the domestic new energy automobile industry development plan, the medium and long-term development direction of the new energy automobile industry will become clear, which will further promote the effective reduction of the cost of domestic new energy automobile parts. With the technical progress of intelligent networking and the improvement of infrastructure such as charging piles, the global new energy vehicle industry chain is expected to enter a stage of rapid growth. In the new round of new energy industry growth cycle, we might as well pay attention to which companies in A-shares will usher in a once-in-a-lifetime development opportunity:

Jixu electricity 000400

Founded in 1993, the company is a leading charging pile subdivision company in China, and its major shareholder is State Grid. Since Jixu Electric entered the UHV industry on 20 12, its operating income has increased for five consecutive years, which is not only because of the broad prospects of UHV project construction, but also because of the company's keen sense of the market and its ability to seize opportunities. After the whole UHV market entered the contraction stage, the company began to lay out the charging pile business in advance. Although the profit contribution rate of UHV business was as high as 45. 1% at that time, it did not stop the company from embracing the new energy industry. From a fundamental point of view, the company's net profit in the first half of 2020 increased by 80.72% year-on-year, and the annual net profit growth is expected to be between 50% and 60%. Strange people believe that the company is expected to usher in explosive growth in this round of new energy automobile industry opportunities with its advanced layout vision and current industry position.

Two. Hongfa stock 600885

As a global leader in relays, the company was established in 1984. After more than 36 years of long-term development, the company has realized the global operation of all categories in its industry. At present, the company's relay world share is as high as 14%, and its domestic share is 25%, making it the undisputed global relay overlord. Being able to achieve such strong competitiveness is mainly due to the company's strict requirements for products, and improving the competitiveness of the company's products with production automation as the core.

As can be seen from the ten-year market, the company's share price rose more than 10 times, which is one of the few ten-year A shares. The success of the company is inseparable from the unremitting pursuit of independent and controllable production by the company's core personnel. The equipment used in the core stamping parts is self-developed equipment, and a special precision equipment enterprise has been established to improve the manufacturing process, so that the price of relay products produced by the company is about 65,438+00%-65,438+05% lower than that of similar products abroad. Strange people believe that the company's products are extremely cost-effective, and have been recognized by well-known automobile brands such as Tesla, Volkswagen and Mercedes-Benz, and become the core manufacturer of its high-voltage DC relay products. It is predicted that in 20021year, the company will usher in a year of rapid development of electrification.