Financial Industry reported on July 7 that in the morning of today, the smart electric vehicle industry chain rose strongly. As of 10:40, the net inflow of main funds in the power equipment and automobile sectors exceeded 5.1 billion yuan and 3.8 billion yuan respectively, ranking among the top two in the first-level industries of 31 Shenwan. Smart electric vehicle concept Xingyu Co., Ltd., Desai Siv, and Guoxuan Hi-Tech all rose by more than 7%, while Shi Dashenghua and Pioneer Intelligent all rose by more than 6%. CATL rose by more than 5%, with Yiwei Lithium Energy, Great Wall Motors and others leading the gains.
Smart Electric Vehicle ETF (516380) once rose by more than 2.4%, and rose by 2% as of 10:40. Since the bottom rebounded on April 27, the overall increase of the smart electric vehicle ETF (516380) has exceeded 54%.
CICC Securities analyzed that given that the industry data continues to exceed the expected upper limit, it has revised the annual production and sales expectations of 6.5 million electric vehicles to 6.5 million, and the probability of continuing to exceed expectations is high. The main contribution of tram sales to exceed expectations is the number of non-hot independent brands, rather than the main models well-known in the market. The fundamental reason is that after a large number of models are launched in the market, the increase in tram recognition/recognition brought about by the sound model matrix and the increase in selectivity, and the continuous release of industry sales. Given that there are many driving factors for sales in the second half of the year and the changes in July are particularly significant, we believe that now is the best time to invest in new energy vehicles, and the right side of the sector is highly certain.
This article is from the financial industry
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