Industry sources say that the addition of a large central enterprises, the impact of the new energy industry will be subversive, in the plate division of the stock market will play a substantial impact.
Under the general policies
Giants also have to consider restructuring
SASAC major central enterprises are subordinate in their respective industries occupy the leading position of absolute, profitable business. The new energy, new energy vehicles, so far, only a Huabing, various central collective enterprises such sudden shift in the near future, competing is hard to see the benefits involved in this field?
Xu Peng introduced Chase Securities, if the simple selection mode according to the market, this 16 central enterprises will not set up the group as an electric vehicle industry alliance, at best, a subsidiary level in the formation of local cooperation. Now, the reality is, the industry alliance organization and coordination in the SAC to “central rate” in the name of the establishment, which appears in the Union, behind there is a clear policy guidance dell Studio XPS 16 battery dell Vostro 1000 battery .
In addition to policies guiding factors,, and new energy cars is closely related to some of the large central enterprises, such as the oil, Sinopec, China FAW Group Corporation, State Grid Corporation and so on , their attitude is quite positive, because the oil and Sinopec While in the traditional energy sector already accounts for the absolute dominance, but clearly support the management of new energy in the context of the inevitable need to consider restructuring.
Baotuan aim at the standard
Fear of the whole industry will reshuffle
In fact, according to management’s plans, “the central enterprises electric vehicle industry alliance” in the 16 central enterprises have their own division of labor: the battery production, vehicle manufacturing and technology research and development of key components, charging the three areas of business has been “assigned” to the 16 central enterprises.
Galaxy Securities analyst Yong Sheng Tong said: This will present a whole new energy automotive industry to bring new energy industry, a dramatic change. First of all, watching from the battery business, CNOOC’s intervention is the way the operation of capital foreign interference, and money in the acquisition of the battery power of God and of dominant enterprises in Tianjin Tianjin Taurus production of lithium battery electrolyte. This not only involved in fast acquisition mode, and to promote the “national capital background” of the battery production enterprises in the field of the status of the battery rapidly, leading the industry. As the field of electric vehicle battery is always lack of uniform standards, the involvement of a large central enterprises gave establishing new standards throughout the industry brings with it opportunities to establish new standards once, then the whole industry will be Pi Mingquefenwei “electric car battery industry,” and “traditional battery industry,” 2, the industry will be reshuffled.
And the key components in the areas of vehicle production, the existing FAW Group, China South Locomotive, Dongfeng Motor Corporation has acquired the domestic leader in manufacturing technology and key patents, speaking from this level, they do not need too many of the acquisitions What changes, but noted that “the central enterprises electric vehicle Industry Alliance” was established, these vehicle manufacturers and key component manufacturers will also release a set of production standards, this standard will directly and the other companies within the Union unity For example, the size of the battery, interchangeability, electric cars and charging carrying capacity, etc., will be provided with the Union’s standards of corporate butt dell Vostro 1014 battery .
This means, do not enter the alliance’s electric car manufacturers, such as already exists in the market, BYD Auto, Zhongtong Bus, Ankai so, if not in accordance with the standards of production, it can not be upstream of the battery industry, downstream charging docking services business, industry, outside of some of the original coalition has begun production of electric cars, will face greater pressure. This will lead to major reshuffle of the industry, and ultimately the “new energy vehicles” is defined, is likely to be re-finalized with certain conditions, to achieve certain standards in order to be recognized as electric vehicles.
The most critical business or in charge. Sinopec President Wang Temple has made it clear that their position is to let the car do charge businesses, namely the use of existing petrol filling station network of Sinopec charge of business development to achieve the realization of “charge” and “filled” a combination. To achieve the “oil-charged”, “fuel and electricity combined with” business model. In other words, once the specialized area of charging stations commence Da appeared, the electric car field 中 more than 90% of Shengchanqiye Yao Diaozhengziji existing standards, then from the interface to Daodian Ya supporting cells, Quanbu are controlled by “central enterprises electric vehicle industry Union “the hands of a new industry coming reshuffle.
Greater risk of vehicle business
Charging device will be a great opportunity to
Xu Peng that PetroChina and Sinopec’s gas station network has nationwide coverage, while the electric car charging mode is a major bottleneck in the development of electric vehicles, therefore, two large central enterprises in last week’s statement that this “central rate electric car Industrial Union “is not just formalism, the really big changes will be charged with the business combination with the advent of refueling network.
This means that small and medium investors in the two cities for the current section to new energy vehicles re-examined. If the listed company is not under central level, it can not grasp the basic core technology, it will face the elimination or restructuring dell Vostro 1200 battery dell Vostro 1310 battery .
Already exists in the two cities and vehicle type listed companies, the risk is greater than chance. The alliance, once established as Hou was born Tongyi industry standards a matter of time, the two cities. now, existing new energy production company Nengfou adapt Zhe Yi Qi Ju new standard is still unknown, industry competition, Huo will Jiaju. For the current market background with central enterprises Listed company car production due attention. Galaxy Securities analyst Yong Tong St. that the really big opportunities the stock market should appear in the “charging business” in the field. Yong Tong St. that is referred to here does not mean the stock market opportunities in PetroChina and Sinopec in two super-heavyweight. In fact, the current service station + charge is only a vision, the future realization of a long process, so the performance of the two giants will not be affected, the share price is also very difficult to fluctuate significantly. But the two cities in charge of specialized production equipment, supporting equipment, listed companies, it is an untapped emerging themes.
Sinopec last week the veterans made it clear: “The new energy vehicles, Sinopec’s attitude is actively involved.” While the boss is in the oil, said hybrid vehicle technology is relatively mature due to low prices, easy maintenance, will be further developed focus dell Vostro 1320 battery .