As one of the relatively stable White Horse Corps in the mid- to long-term, the new energy vehicles have been staggering for nearly three months, until last week they quietly walked out of the rally. In the short term, the collective concept of new energy vehicles has erupted, and we have revisited the trend of highs in March this year.

According to statistics, the index of new energy vehicles and charging piles has achieved a strong five-consecutive increase. It was among the highest in the list of concept index gains yesterday. It rose 3.60% and 2.69% respectively. Among them, BYD, Founder Motors, and Shanghai Putian had a strong limit to limit the daily limit, with as many as a dozen stocks that had risen more than 3% in the sector.

It should be said that in return for the king of new energy vehicles concept, in addition to boosting fundamentals, aptitude at the policy level is also an indispensable factor. From a fundamental perspective, in the first four months of 2014, the production and sales of new energy vehicles in China reached 10,501 units, an increase of 154% year-on-year, of which the monthly growth rate in April was 251%. Under the background of continued growth in sales volume, since the second quarter, Shanghai, Yangzhou, Wuhan, Suzhou, Anhui and Changchun have also implemented new energy policies, covering subsidies, targets, tax incentives, and infrastructure. This also laid the foundation for the subsequent monthly launch of new energy vehicles. In addition, the leaders set new energy vehicles as the only way for China to become a powerful automobile country, and once again clearly defined the status of new energy vehicles.

Analysts said that at present, the return of the king of new energy vehicles concept has the conditions of “good weather and favorable conditions.” In addition to the cooperation of fundamentals and policies, the phase of stock price oversold, also provides the foundation for the restoration of the concept, and investment. Can participate properly.



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