1.Goldman Sachs Gao Hua Securities Co Ltd. Auto p
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Posted On: 02/04/2015 6:09:54 AM
1.Goldman Sachs Gao Hua Securities Co Ltd.
Auto parts enterprises electrification most likely to benefit
Gao Hua Securities, said the electric car is the clear trend in the Chinese market; bus / groups may be the first fleet of new energy vehicles to grow. Focus on new energy vehicles, the entire value chain, including SAIC, Geely / Condit and other auto manufacturers are wins (battery management system), Huaxiang (lightweight parts), Shanghai electric drive (motor) and other parts of the production business. BYD / Geely (through its joint venture with Condit's) and other independent electric car leader in the most favorable position.
2. Shun International Securities -Kandi-Overweight Rating
"Condi car industry (KNDI): a new model electric passenger beneficiaries. Company shares left-right business model using time-sharing operating lease Hangzhou micro bus project, due to the effective subsidies and policy support, Kandi.
3. New brokerage,Haitong Securities "overweight" KNDI.
New energy automotive industry: mini electric car barbaric growth
4. Citi Orient Securities Director Qi Hongwei / optimistic about the next two years of barbaric growth
recommended by Citi Orient Securities investment director Qi Hongwei We are optimistic about the next two years of barbaric growth
5. Huatai Securities Research Institute on the Shanghai Exchange. Deputy director, said Yao Hongguang, mini electric car companies have been in the practice of "Redefining production" concept, the industry outlook is very optimistic. In addition, Yao Hongguang mini electric car entrepreneur is also recommended to pay attention to trends and developments in the field of automobiles and the Internet in advance to replicate some excellent factors. The first category is like Condi such enterprises, "micro-bus" is a great business model innovation, Condi second generation product price subsidies after less than 80,000 yuan, with almost the same sense of Tesla technology configuration for example the large touch-screen control, etc., to experience a sense of high-end luxury cars. Condit has been using the concept of a mobile terminal to begin the transformation of its products
Auto parts enterprises electrification most likely to benefit
Gao Hua Securities, said the electric car is the clear trend in the Chinese market; bus / groups may be the first fleet of new energy vehicles to grow. Focus on new energy vehicles, the entire value chain, including SAIC, Geely / Condit and other auto manufacturers are wins (battery management system), Huaxiang (lightweight parts), Shanghai electric drive (motor) and other parts of the production business. BYD / Geely (through its joint venture with Condit's) and other independent electric car leader in the most favorable position.
2. Shun International Securities -Kandi-Overweight Rating
"Condi car industry (KNDI): a new model electric passenger beneficiaries. Company shares left-right business model using time-sharing operating lease Hangzhou micro bus project, due to the effective subsidies and policy support, Kandi.
3. New brokerage,Haitong Securities "overweight" KNDI.
New energy automotive industry: mini electric car barbaric growth
4. Citi Orient Securities Director Qi Hongwei / optimistic about the next two years of barbaric growth
recommended by Citi Orient Securities investment director Qi Hongwei We are optimistic about the next two years of barbaric growth
5. Huatai Securities Research Institute on the Shanghai Exchange. Deputy director, said Yao Hongguang, mini electric car companies have been in the practice of "Redefining production" concept, the industry outlook is very optimistic. In addition, Yao Hongguang mini electric car entrepreneur is also recommended to pay attention to trends and developments in the field of automobiles and the Internet in advance to replicate some excellent factors. The first category is like Condi such enterprises, "micro-bus" is a great business model innovation, Condi second generation product price subsidies after less than 80,000 yuan, with almost the same sense of Tesla technology configuration for example the large touch-screen control, etc., to experience a sense of high-end luxury cars. Condit has been using the concept of a mobile terminal to begin the transformation of its products
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