â€» State Grid: This year, 196 charging and replacing stations will be built to promote the construction of smart networks. State Grid will continue to promote the construction of smart charging and swapping service networks this year. This year's goal is to build 196 charging stations and 1945 AC charging stations. The plan of the national grid is expected to make this year's charge-and-swap service network construction possible with early completion. A large number of demonstration projects will allow the State Grid and equipment integrators to share the cake.
â€» KPMG: The electric vehicle market in China and Japan will be popularized for a short period of time. KPMG issued a report that: In China, Japan and other high-growth markets, electric vehicles can be popularized in a relatively short period of time. The survey on emerging automotive technologies pointed out that respondents from the BRIC countries think that fuel cell vehicles will be the most popular among consumers, but Chinese respondents expect pure electric vehicles to become the mainstream of the market.
â€» Industry Rating: "Overweight"
In the first half of this year, the rectification of lead-acid batteries will continue and the rectification of lead will also begin. We believe that the lithium battery will accelerate the replacement of lead-acid batteries in some areas, especially in areas such as electric bicycles and communication base stations. Lithium batteries can focus on lithium and manganese resource-based enterprises and related material companies, focusing on: Tibet City Investment (600773), Jinrui Technology (600390), Shanshan (600884), Dangsheng Technology (300073), CITIC Guoan (000839).
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