Automotive Nov 27, 2021 08:48 AM (GMT+8) · EqualOcean
Financial Associated Press, Nov. 27 (Xinhua) -- global carbon emission reduction is gradually forming a consensus. The high growth trend of new energy vehicle sales is established, the penetration rate is improved, and some bull stocks appear in the upstream, middle and downstream of the industry. As of 16:00 on November 26, Beijing time, Tesla ranked first in the market value of global auto enterprises, and BYD ranked third in the market value of global auto enterprises. For the investment in the new energy vehicle sector, Peng Guangchun, leader of the new energy team of power equipment of Huachuang securities, said that it is recommended to pay attention to the three main investment lines of the new energy vehicle industry chain in 2022. First, the overseas market demand led by the United States may be on the eve of outbreak, so we can pay attention to the high elasticity target of overseas supply chain. Second, the profit of lithium battery has reached the bottom, and the cost transmission is smooth. We can pay attention to the leading enterprises in lithium battery. Third, pay attention to the negative pole link, iron lithium link and copper foil link.

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