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ChingYee
ChingYee
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2021-06-28
[Miser] [Miser]
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2021-06-27
Tell me your opinion about this news...
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ChingYee
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2021-06-27
[Cool]
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2021-06-27
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ChingYee
ChingYee
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2021-06-21
[Cool]
Piper Sandler: Reiterate AMD (AMD.US) "overweight" rating with target price of $110
Piper Sandler分析师Harsh Kumar发布研究报告,重申对AMD(AMD.US)的“增持”评级,目标价为110美元。
Piper Sandler: Reiterate AMD (AMD.US) "overweight" rating with target price of $110
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2021-06-21
[Miser]
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ChingYee
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2021-06-21
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ChingYee
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2021-06-21
[NosePick]
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ChingYee
ChingYee
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2021-06-20
Good
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ChingYee
ChingYee
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2021-06-20
[Sweats]
It's nearly 100,000 yuan more expensive, but it's higher than the sales volume of Model 3! Tesla Model Y sold 12,700 units a month, but what about domestic new energy? New data is coming
中汽协数据显示,5月,我国新能源汽车销量为21.7万辆,同比增长1.6倍,刷新当月纪录。特斯拉ModelY销量反超Model35月,国内新能源车市整体表现再度跑赢大盘。值得一提的是,本月特斯拉Model Y车型销量首度超过Model 3,升至国内新能源车型月度销量榜第二的位置。然而根据特斯拉中国官网报价,Model Y最低售价为34.79万元,比Model 3的25.09万元高了近10万元。有观点认为,如果没有这些出口车辆,Model 3在中国本地的销量可能会更高。
It's nearly 100,000 yuan more expensive, but it's higher than the sales volume of Model 3! Tesla Model Y sold 12,700 units a month, but what about domestic new energy? New data is coming
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","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/120039565","repostId":"2145342087","repostType":2,"repost":{"id":"2145342087","kind":"highlight","pubTimestamp":1624274300,"share":"https://ttm.financial/m/news/2145342087?lang=en_US&edition=fundamental","pubTime":"2021-06-21 19:18","market":"hk","language":"zh","title":"Piper Sandler: Reiterate AMD (AMD.US) \"overweight\" rating with target price of $110","url":"https://stock-news.laohu8.com/highlight/detail?id=2145342087","media":"智通财经网","summary":"Piper Sandler分析师Harsh Kumar发布研究报告,重申对AMD(AMD.US)的“增持”评级,目标价为110美元。","content":"<p><html><body><div>Zhitong Finance APP learned that Piper Sandler analyst Harsh Kumar released a research report reiterating his<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US) has an \"overweight\" rating and a price target of $110. After talking with AMD management, the analyst is full of confidence in the factors driving the company's performance growth and its positioning in market competition.</p><p>The analyst said that he is optimistic about AMD's development in the fields of corporate servers, personal computers and notebook computers. While the stock has underperformed the semiconductor industry index by about 18% so far this year, \"we don't think the current level is the final performance of the stock,\" Kumar said.</p><p></div></body></html></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Piper Sandler: Reiterate AMD (AMD.US) \"overweight\" rating with target price of $110</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPiper Sandler: Reiterate AMD (AMD.US) \"overweight\" rating with target price of $110\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2021-06-21 19:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>Zhitong Finance APP learned that Piper Sandler analyst Harsh Kumar released a research report reiterating his<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US) has an \"overweight\" rating and a price target of $110. After talking with AMD management, the analyst is full of confidence in the factors driving the company's performance growth and its positioning in market competition.</p><p>The analyst said that he is optimistic about AMD's development in the fields of corporate servers, personal computers and notebook computers. While the stock has underperformed the semiconductor industry index by about 18% so far this year, \"we don't think the current level is the final performance of the stock,\" Kumar said.</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/498121.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210621/20210621194028_78902.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/498121.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2145342087","content_text":"智通财经APP获悉,Piper Sandler分析师Harsh Kumar发布研究报告,重申对AMD(AMD.US)的“增持”评级,目标价为110美元。该分析师在与AMD管理层谈话后,对该公司驱动其业绩增长的因素和市场竞争中的定位充满信心。该分析师表示,看好AMD在公司服务器、个人电脑和笔记本电脑的领域上的发展。虽然该股今年以来的表现比半导体行业指数还低了约18%,但 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","listText":"[Sweats] ","text":"[Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164869831","repostId":"2144170995","repostType":2,"repost":{"id":"2144170995","kind":"news","pubTimestamp":1624173029,"share":"https://ttm.financial/m/news/2144170995?lang=en_US&edition=fundamental","pubTime":"2021-06-20 15:10","market":"us","language":"zh","title":"It's nearly 100,000 yuan more expensive, but it's higher than the sales volume of Model 3! Tesla Model Y sold 12,700 units a month, but what about domestic new energy? New data is coming","url":"https://stock-news.laohu8.com/highlight/detail?id=2144170995","media":"每日经济新闻","summary":"中汽协数据显示,5月,我国新能源汽车销量为21.7万辆,同比增长1.6倍,刷新当月纪录。特斯拉ModelY销量反超Model35月,国内新能源车市整体表现再度跑赢大盘。值得一提的是,本月特斯拉Model Y车型销量首度超过Model 3,升至国内新能源车型月度销量榜第二的位置。然而根据特斯拉中国官网报价,Model Y最低售价为34.79万元,比Model 3的25.09万元高了近10万元。有观点认为,如果没有这些出口车辆,Model 3在中国本地的销量可能会更高。","content":"<p><div>Source: Daily Economic News Issue 517 | 2021/06/19 \"At present, we have not received a notice from the government. The Hongguang MINIEV that can get a'green card 'is a car that has been ticketed before. They have submitted it in March. Qualification review and other information. If you buy a new car now, you will still not be able to get a license plate.\" A few days ago, a salesperson of a SAIC-GM-Wuling 4S store in Shanghai told a reporter from the \"Daily Economic News\". Previously, there were rumors that new energy vehicles worth less than 100,000 yuan or less than 4.6 meters in length would no longer receive free green cards in Shanghai. When reporters visited the Shanghai auto market, they also found that since mid-to-late April...</p><p><a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml\">Web link</a></div></p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's nearly 100,000 yuan more expensive, but it's higher than the sales volume of Model 3! Tesla Model Y sold 12,700 units a month, but what about domestic new energy? New data is coming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's nearly 100,000 yuan more expensive, but it's higher than the sales volume of Model 3! Tesla Model Y sold 12,700 units a month, but what about domestic new energy? New data is coming\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">每日经济新闻</strong><span class=\"h-time small\">2021-06-20 15:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Source: Daily Economic News Issue 517 | 2021/06/19 \"At present, we have not received a notice from the government. The Hongguang MINIEV that can get a'green card 'is a car that has been ticketed before. They have submitted it in March. Qualification review and other information. If you buy a new car now, you will still not be able to get a license plate.\" A few days ago, a salesperson of a SAIC-GM-Wuling 4S store in Shanghai told a reporter from the \"Daily Economic News\". Previously, there were rumors that new energy vehicles worth less than 100,000 yuan or less than 4.6 meters in length would no longer receive free green cards in Shanghai. When reporters visited the Shanghai auto market, they also found that since mid-to-late April...</p><p><a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml\">每日经济新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6b78ed0836da119cdb959ac6d3cb8e9","relate_stocks":{"160640":"新能源","399941":"新能源","000941.SH":"新能源","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144170995","content_text":"来源:每日经济新闻第517期 |2021/06/19“目前我们还没有收到政府的通知,可以上‘绿牌’的宏光MINIEV是之前已经开过票的车,他们在3月已经提交了资格审查等各种资料。现在购买新车的话,仍旧无法上牌。”日前,上海某上汽通用五菱4S店销售人员告诉《每日经济新闻》记者。此前,坊间有传闻称,10万元以下或车长4.6米以内的新能源车在上海将不再获赠免费绿牌。记者走访上海车市时也发现,自4月中下旬开始,五菱宏光MINIEV等微型纯电动车在上海市免费申请绿牌的工作受限。尽管在上海“遇阻”,但五菱宏光MINIEV依旧蝉联了5月新能源车型的销量冠军。同时,新能源车市的整体表现与之相似,在5月车市大盘出现微跌的背景下,仍然一枝独秀,保持了良好的增长势头。中汽协数据显示,5月,我国新能源汽车销量为21.7万辆,同比增长1.6倍,刷新当月纪录。1~5月,我国新能源汽车累计销售95万辆,同比增长2.2倍。同样火热的还有资本市场中的新能源汽车相关概念股,无论整车企业如比亚迪(002594.SZ)、长安汽车(000625.SZ)、长城汽车(601633.SH),还是产业链上下游个股如宁德时代(300750.SZ)、欣旺达(300207.SZ)等,股价均出现大幅上涨。6月,是汽车市场的传统销售淡季,新能源汽车能否在该月继续保持此前的高增长速度?资本市场的热度又能维持多久?特斯拉ModelY销量反超Model35月,国内新能源车市整体表现再度跑赢大盘。乘联会数据显示,5月我国新能源乘用车批发销量为19.6万辆,环比4月增长6.7%,同比增长174.2%,呈现强势增长的良好态势。其中,纯电动车的批发销量为16.2万辆,同比增长186.1%;插电混动车型销量为3.4万辆,同比增长128.5%。制表:每经记者李硕“5月新能源乘用车销量呈现超强增长走势是高低端市场持续走强的结果,尤其是入门级新能源车市场总体走势平稳,没有出现超越正常走势的剧烈下滑局面,这也是受市场化购买力的影响。”全国乘用车市场信息联席会秘书长崔东树表示。值得一提的是,5月高端纯电动车和入门级纯电动车的合计销量占整体纯电动车销量的比重已达到60%。制表:每经记者李硕分品牌来看,5月国内新能源乘用车市场多元化发力,共有4家企业零售销量破万。其中,上汽通用五菱以3.32万辆的成绩,连续十个月坐稳中国新能源汽车月度销量榜首之位;比亚迪则以单月3.19万辆的销售成绩成功超越特斯拉位列第二;特斯拉中国则完成2.19万辆销量,下滑至第三;第四名广汽埃安销量为1.04万辆,与前三名仍存在不小差距。值得一提的是,本月特斯拉Model Y车型销量首度超过Model 3,升至国内新能源车型月度销量榜第二的位置。事实上,在Model Y车型发布前,特斯拉CEO埃隆·马斯克就曾预测Model Y将成为特斯拉最畅销的汽车,并称这款车的销量很可能超过Model S、Model 3和Model X的总和。这一预言如今看来有可能成真,根据追踪全球电动汽车销量的电动汽车销售博客(EV Sales Blog)数据,特斯拉Model Y在4月成为世界第二大畅销电动汽车,将Model 3推至第三位。然而根据特斯拉中国官网报价,Model Y最低售价为34.79万元,比Model 3的25.09万元高了近10万元。制表:每经记者李硕同样值得关注的是,自主品牌成为目前新能源汽车市场的“主要力量”。乘联会发布的数据显示,5月自主品牌中的新能源车渗透率为24.7%;豪华车中新能源车渗透率为10.8%;而主流合资品牌中的新能源车渗透率仅有1.7%。新能源车出口继续保持高增速5月我国新能源汽车的出口量呈爆发式增长,其中特斯拉中国出口1.15万辆,出口地包括欧洲和澳大利亚等地。有观点认为,如果没有这些出口车辆,Model 3在中国本地的销量可能会更高。此外,上汽乘用车的新能源车出口量为2430辆,江淮汽车出口新能源车549辆,比亚迪出口223辆,爱驰汽车出口143辆,其他车企新能源车出口也正蓄势待发。“5月新能源汽车出口1.8万辆,虽然相比15万辆的出口总量属于低位,但接近2万辆的出口量说明我国新能源汽车在国际市场上的竞争力。”中汽协副秘书长陈士华表示,“新能源汽车是我们接触发达国家汽车市场的一个很好的机会。”“我觉得进军欧洲新能源汽车市场是个非常好的机会,如果把握住这次机会的话,我们就实实在在地实现了弯道超车,也可以借鉴日韩在上世纪六七十年代大规模进入欧美市场的模式,这铸就了它们的汽车强国之路。”中国欧洲经济技术合作协会常务副会长兼秘书长陈璟玥表示。与此同时,5月动力电池装机量也与新能源车销量“齐头并进”,保持着高速增长。5月国内动力电池装车量总计9.8GWh,同比上升178.2%,环比增加16.2%。其中,三元材料电池装车5.2GWh,同比上升95.3%,占总装机量的53.06%;磷酸铁锂电池装车4.5GWh,同比上升458.6%,环比增长40.9%,在总装机量占比中上升至45.92%。制表:每经记者李硕充电基础设施方面,2021年5月,我国新增公共充电桩1.62万台,同比增长60.6%。截至2021年5月,全国充电基础设施累计数量为187.0万台,同比增加43.9%;换电站保有量644座。兴业证券研报认为,2021年是国内、海外新能源汽车市场需求共振的大年,优质车型快速集中上市,驱动私人消费持续放量,全年需求推动产能趋势显著。以当前国内主流整车厂年度排产规划及合理库存水平为前提下,预计6月国内新能源乘用车销量可达20.5万辆,二季度销量约为60万~62万辆,上调全年新能源乘用车销量预期至240万辆。特斯拉欧洲市场销量大幅反弹与中国类似,5月,欧洲和美国的电动车同样延续着高增长之势。欧洲方面,德国、法国、挪威、英国、瑞典、意大利六国电动车单月销量合计13.6万辆,同比增长294%,环比增长11%。其中,挪威电动车渗透率已突破80%,瑞典接近40%,德国渗透率也已突破20%,英法两国接近15%,表明欧洲汽车电动化进程正在不断提速。制表:每经记者李硕值得一提的是,5月,特斯拉在欧洲交付约9143辆新车,同比上升239%,环比上升587%,1~5月特斯拉在欧洲累计交付新车4.21万辆,同比上升44%。从欧洲2018年~2020年的新能源汽车销量数据看,特斯拉一直保持着季初低季末高的交付节奏,4月作为二季度初销量相对较低,而今年4月恰逢缺芯,以及Model Y产线更新出现近2周停产,销量出现大幅下滑,但5月销量出现明显回弹。与特斯拉的强势反弹相比,4月欧洲新能源车销量前两位的大众ID系列在本月销量出现下滑。根据EV sales数据,本月挪威、瑞典、芬兰、丹麦、瑞士、荷兰、意大利、西班牙八国的大众ID.4销量为2395辆,环比下降47%,ID.3销量为1538辆,环比基本持平。大众汽车方面预计全年将交付10万辆ID.4,其中三分之二投向欧洲,而今年1~4月欧洲ID.4销量为1.33万辆。美国方面,5月美国电动车销量为5.38万辆,同比上升187%,环比提升19%,电动化渗透率为3.4%,维持增长态势。1~5月美国新能源车累计销量20.53万辆。有观点认为,在美国新能源政策规划下,美国电动车市场在供需两端均会得到刺激。中泰证券认为,随着疫苗的普及,海外复苏步入正轨,叠加一线车企优质电动车型供应加速,驱动市场与产业链景气度进一步上行。跟踪欧洲政策与车企电动化的边际变化,只要边际变化不减速,欧洲电动车销量长期维持高速增长的趋势将不会改变。产业链个股5月狂欢5月,新能源汽车产业链个股在资本市场主演了一场“大戏”。在终端需求旺盛的推动下,电解液、六氟磷酸锂、锂盐等锂电产业链出现不同程度的供应紧张,价格出现暴涨。截至6月9日,六氟磷酸锂报收31.5万元/吨,较年初价格上涨了186.4%。川财证券研报认为,由于六氟磷酸锂具有化工属性,项目的实施需通过环证书编保、安全等多部门的审批,扩产周期一般为1~2年,预计今年内六氟磷酸锂价格继续维持高位。节节高升的价格让资本疯狂。天赐材料(002709.SZ)、多氟多(002407.SZ)、天际股份(002759.SZ)等六氟磷酸锂相关个股股价一年涨幅最多超过60%。以天赐材料为例,去年6月初股价在27元/股上下浮动,截至今年6月10日收盘,其股价已经飙升至100.7元/股,一年涨幅近3倍。不止是六氟磷酸锂相关个股,整个新能源汽车产业链几乎都一片繁盛。如,宁德时代(300750.SZ)市值增加了1069.71亿元;隔膜概念股星源材质(300568.SZ)股价涨幅为50.23%。制表:每经记者段思瑶资本市场对新能源汽车产业链个股的看好,正是源自终端消费市场的持续向好。在A股市场,整车股也难得整齐划一地出现股价上涨。制表:每经记者段思瑶5月,比亚迪(002594.SZ)终于摆脱了困扰其两个月的股价下跌状况,市值增长了575.92亿元;长安汽车(000625.SZ)蹭上“华为概念”,收盘股价三次涨停,月股价涨幅为45.08%,市值也猛涨401.47亿元。H股的吉利汽车(00175.HK)、北京汽车(01958.HK)、恒大汽车(00708.HK)则没有这么好运,5月股价齐跌,其中恒大汽车5月股价下跌41.72%,市值蒸发2208.66亿港元。制表:每经记者段思瑶5月13日,中国恒大(3333.HK)发布公告称,为了满足恒大汽车下一步进入港股通的必要条件,以每股40.92港元配售2.6亿股恒大汽车股份,配股金额约106亿港元。当天,恒大汽车盘中股价最高跌幅超过15%。有观点认为,纳入港股通后,恒大汽车南下资金将会增加股票交易活跃度,也继续加剧股价波动。制表:每经记者段思瑶造车新势力方面,“美股造车三兄弟”一改4月独自上涨的势头,5月,蔚来(NIO)股价急转向下,市值蒸发20亿美元。有分析称,受半导体芯片供应短缺影响,以及部分物流调整的问题,蔚来5月新车交付受到了不利影响。同样,处于舆论风暴中的特斯拉(TSLA),5月市值也蒸发了811.04亿美元。相比之下,随着传统汽车企业在节能与电动车领域的快速转型,资本对其信心也在不断提升。5月,在汽车上市公司排行中,丰田汽车以210.8亿美元的市值增长额位列第一,大众和福特市值也分别增加了166.2亿美元和119.4亿美元。华福证券分析师林子健认为:“汽车板块或已度过预期最悲观的时间段,将迎来布局良机,更有转型潜力的自主品牌,以及智能驾驶和新能源汽车产业链将成为关注的重点。”上下游企业提前深度绑定六氟磷酸锂等材料价格的持续走高,让新能源汽车上下游企业之间的绑定时间不断提前。5月27日,天赐材料全资子公司宁德市凯欣电池材料有限公司与宁德时代签订的《物料供货框架协议》约定,六氟磷酸锂按协议锁定的基准价格进行报价,其他原材料及各项费用的报价以双方另行书面确认的报价单为准,如其他原材料市场价格涨跌幅超过10%的,则双方重新确认报价。随后,在6月2日,宁德时代又与长城汽车签署了十年长期战略合作框架协议。东吴证券研报认为,对车企而言,深度绑定电池厂的意义在于锂电体系技术渗透和提升议价能力;对电池厂商而言,加深车企合作有利于进一步动力电池技术的推进,或开启整车方面合作。宁德时代上下密集布局背后,新能源汽车市场的新进入者在不断闯入。目前,360公司已经开启汽车团队组建,招聘岗位涉及感知融合算法、软件架构、信息安全、智能驾驶开发等,所有岗位的推荐奖金共计高达数十万。除此之外,政策层面也在不断为新能源汽车市场注入“强心针”。5月29日,海南省在发布的《关于海南省2021年促进新能源汽车消费综合奖励申报的通知》中提出,在2021年1月1日至2021年12月31日期间购买,并在2022年1月15日前完成初次登记上牌的新能源汽车可申报综合奖励。具体标准为,购车价格在10万元以下的每辆奖励6000元,购车价格在10万元(含)~20万元(含)的每辆奖励8000元,购车价格在20万元以上的每辆奖励1万元。山西证券研报认为,目前基础设施较为完善的城市选择新能源车型已有较高性价比,预计下半年燃油车增速趋于放缓,新能源车将继续保持强劲增长。记者:李硕 段思瑶编辑:孙磊 段炼 杜波","news_type":1,"symbols_score_info":{"160640":1,"399941":1,"TSLA":1,"000941.SH":1}},"isVote":1,"tweetType":1,"viewCount":2714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}