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Comments on the electrical equipment and new energy industry: in January 2019, overseas electric vehicle sales were 62000, with an increase of 46%

key investment points

according to marklines statistics, global electric passenger vehicle sales in January were 146000, with a year-on-year increase of 93% and a month on month decrease of 43%. Among them, the domestic market sales volume was 85000, with a year-on-year increase of 150%, and a month on month decrease of 47%, which is in the experimental machine industry; EV sales increased by 213% year-on-year and decreased by 50% month on month. PHEV sales increased by 51% year-on-year and decreased by 37% month on month. What appears in the overseas new verification certificate is that the measurement results are directly compared with the specified limit. The total sales volume of energy vehicles in January was 62000, an increase of 46% year-on-year and a decrease of 37% month on month. Among them, the sales volume of EV was 46000, an increase of 104% year-on-year and a decrease of 34% month on month; PHEV sales volume was 16000, a year-on-year decrease of 19% and a month on month decrease of 45%

in terms of countries, China, the United States and Germany ranked first in global market sales in January 2019, with sales of 85000, 26000 and 6649 vehicles, up +150%, +122%, +25% year-on-year. Among other countries, Britain (3216 vehicles, year-on-year +4%), Norway (4285 vehicles, year-on-year +16%), France (4656 vehicles, year-on-year +74%), Sweden (2590 vehicles, year-on-year and preset tensile specimen elongation a +51%), Japan (3759 vehicles, year-on-year -35%), South Korea (988 vehicles, year-on-year -21%); Belgium (354 vehicles, generally within 75% of the range of 235 ℃ year-on-year-on-year-on-year-on-year-on-year-on-year), continued to decline

from the perspective of auto enterprises, the global sales of new energy vehicles in January this year were BYD, Tesla, Renault Nissan Alliance, general motors and Geely in the top five. Domestic auto companies performed well, including BYD (28000 vehicles, with a year-on-year increase of 292%), Geely (10000 vehicles, with a year-on-year increase of 235%), and SAIC (6195 vehicles, with a year-on-year increase of 23%). Among overseas auto companies, Tesla (20000 vehicles, year-on-year +352%) and Renault Nissan (12000 vehicles, year-on-year +75%, mainly driven by Baojun E100), BMW (5495 vehicles, year-on-year -19%), GM (10000 vehicles, year-on-year +253%), Hyundai (5440 vehicles, year-on-year +68%), Volkswagen (6105 vehicles, year-on-year +13%), Daimler (2324 vehicles, year-on-year -31%); While Ford's (year-on-year -28%) sales continued to decline

in terms of models, in January 2019, Tesla Model 3 (sales of 17000 vehicles, a year-on-year increase of 8 times), model s (sales of 1276 vehicles, year-on-year -14%), model x (sales of 1458 vehicles, year-on-year +42%), Renault Nissan LEAF (sales of 7308 vehicles, year-on-year +63%), Renault Nissan Zoe (sales of 3862 vehicles, year-on-year +99%), Toyota Prius (sales of 1620 vehicles, year-on-year -45%), BMW I3 (sales of 2656 vehicles, year-on-year +19%), Volkswagen Golf (sales of 2733 vehicles, year-on-year +3%) GM bolt (sales volume 1125, year-on-year -17.25%)

investment suggestions

1 quarter leading full production, high performance, the growth trend is obvious. Continue to recommend the leading targets with high growth in the first quarter: Battery leading (Ningde times, BYD); High quality leaders in the midstream of lithium battery (New Zebang, Tianci materials, putailai, dangsheng technology, Xingyuan material; Enjie shares, Shanshan shares, Yiwei lithium energy, GuoXuan high tech, and Xinwangda); Core components (Huichuan technology, Hongfa Co., Ltd.); At the same time, we will gradually distribute high-quality upstream resources cobalt and lithium (Tianqi lithium) whose share price is at the bottom

risk tips

the growth rate of investment fell, the policy did not meet expectations, and the price competition exceeded expectations

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