Benefit from a strong recovery in the first half of the national economy to new energy, new materials, as the representative of a strategic new rapid industrial Fa Zhan, Fangde Chan, Jin Rong and Pan Xiao Fei Biao Xian such traditional industry has a decent achievements.
According to China Securities Journal reported on August 31, the first half of this year, strong economic recovery, which, with new energy, new materials, information industries, represented a strategic new industries in the national policy and driven by market demand, to achieve rapid development, in the first half performance beautiful. Benefit from the economic stimulus plan follow-up effect to real estate, finance and representatives of the Pan-consumption of traditional industries showed impressive performance. Insiders pointed out that the emerging industry is the future direction of industrial development, there is broad space for development. Financial and consumer sectors of the population under the influence of such factors as dividend is expected to continue to grow; and control into the depths of real estate, in the throes of going through an adjustment, it will grow into a rational track.
Subject to double oil resources and environmental pressures, new energy vehicles become the focus of the development of countries competing.
According to Wind statistics, benefit from the development of new energy automotive industry, the concept of new energy vehicles 25 the first half of this year the total income of 2,773.69 billion business, with the same period last year increased by 90.08% compared; as relatively high gross margin business, but also traditional business sales booming help, the first half of this year, 25 companies reached 17.793 billion Yuan net profit, an increase of 245.93 percent year on year, far ahead of the A-share listed company’s overall performance increase.
Data shows that 25 companies without a loss in the first half of this year, business growth in the mainstream, only a drop in performance of the two companies, both of which are associated with the new energy motor company, the other results are increased.
Vehicle business, new energy vehicles the company’s performance gains are impressive, such as China’s Shanghai Automotive Industry leading cars in the first half net profit attributable to parent up 5.87 billion Yuan, an increase of 306 percent. At present stage, subject to battery technology and infrastructure and other factors, the more fixed line operators, charging time is more convenient to become the new energy bus priority target beneficiaries, growing sales, while performance is also increased accordingly. If the new energy passenger car in the first half leading Fukuda’s net profit attributable to parent company was 11.17 billion Yuan, up 154% to 1.252 Yuan per share.
For the development of new energy vehicles in China trends and potential in2010, hybrid vehicles began to supply small quantities, into the 2012 period of rapid growth. Pure electric vehicles in 2012 to start small-volume supplier, since 2015, into the rapid growth period (market research institutions and our Government’s target of pure electric vehicle by 2015, up 500,000 or more). Fuel cell vehicles will begin in 2015 low-volume supplier in 2020, and then enter the period of rapid growth.
Double the “new” industrial strength performance will be made. Currently, new energy and new materials are many policies favored the state, became the transformation of economic growth; accelerate the sound and rapid development of important economic engine.
In these industries, the listed companies to participate more in the field of solar energy, and the first half of this year have achieved good results. According to Wind Statistics, published mid-year report of the 46 listed companies involved in solar energy, in the first half of the gross revenues realized 58.916 billion Yuan, up 36.18 percent, but net profit was up 71.88% increase.
In addition to solar energy, new materials, such as the recent lithium battery concept stock market will undoubtedly be widespread attention, touch, “Lithium” off of the myth has been interpreted, but looks at the current semi-annual report published, performance still fails to appear.
According to statistics, 31 Wind lithium stocks in the first half although operating income grew 30%, but net profit growth of only 4.08%, much underperformed the overall performance trends. Is note worthy that, although not yet reflected in earnings, industry outlook is very promising.