Lithium battery concept hype means much more than growth

Yesterday, German media reported that the German federal government hopes to put 1 million electric vehicles into use by 2020, and Germany proposes to invest 4 billion euros in this project. To this end, Germany has prepared a concrete plan for establishing a cooperation platform with China.

Yin Xudong, an analyst at Yinxun Qianxun, has a long time and cycle in the development of electric vehicles in China. In terms of market capacity, China is undoubtedly the world's largest demand for electric vehicles. The scale of 1 million vehicles in Germany is relatively small, but it reflects the international market recognition of Chinese electric vehicle technology. The development of electric vehicles in China is about to enter a breakthrough period, but the replacement of traditional industries by new-type industries is a gradual process. The impact on related companies is more conceptual. As far as the secondary market is concerned, taking the lithium battery concept as an example, the speculation means much more than the growth of the performance, especially in the context of current market instability, investors should pay attention to controlling risks in investments in new energy batteries, auto parts and other sectors. .

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