The new energy track is still the best position. The development trends of new energy vehicles’ branch sodium batteries, integrated die-casting, automotive electronics, and leading autonomous driving stocks are intact. Guangdong Hongtu, Xiangxin Technology, Wencan Co., Ltd., Huafeng Aluminum, Dingsheng New Materials, Jinfei Kaida, Ruihu Mold, etc. have strong market prices. Integrated die-casting is the most differentiated concept, and photovoltaic power generation and energy storage technology continue to have a strong posture after fermentation on Sunday.
Domestic cars will be exposed to the world. Some people on the Internet say that they may copy the mobile phone route. Our strong production and processing level can significantly reduce the cost of smart driving, allowing China and even the world to experience high-quality and low-price cars. With smart driving, global car sales may reach a new level. Although this process is a bit long, A needs to tell stories and speculate on estimates. Automobile industry/integrated die-casting: Integrated die-casting has recently gained momentum. Under the two-way catalytic reaction of the strict "fuel-saving, energy-saving and emission reduction" policy and the development trend of "new energy technology" for vehicles, the usage of bicycle aluminum alloy profiles is expected to rapidly upgrade, helping Push the penetration of integrated die-casting processing technology.
From the perspective of automobile manufacturing, vehicle integrated die-casting was first proposed by Tesla. Tesla successfully used integrated die-casting in the mass production of Model Y, attracting the attention of NIO, Xiaoliang and others are following up one after another. Tesla is an industry pioneer and standard implementer. Domestic car companies such as NIO, Ideal, Xiaoliang, and Huawei have all planned and deployed this processing technology, and the industry trend has been established. The integrated die-casting sector is a 100-billion-yuan runway for growth from 0 to 1. The automotive industry stocks are once again active, with the integrated die-casting sector soaring. Among them, Zhongzhong Group has risen by more than 19%, Ruihu Mold, Guangdong Hongtu, and Heli Technology have reached their daily limit, and Wencan shares are close to their daily limit.
Huachuang Securities forecast analysis shows that the market potential of China's integrated die-casting is expected to reach an operating scale of 27.2 billion by 2025, with a compound growth rate of 221% from 2022 to 2025. The environmental protection sector has surged, with the top gainer being the cumulative photovoltaic concept. Representatives include Yongqing Environmental Protection and Zhongyuan Environmental Protection. After Shanxi's roads and bridges were raised to a certain height, the road cumulative photovoltaic power generation was switched to the environmental protection cumulative photovoltaic power generation. The environmental protection sector finally had a chance to perform. Some people say that if you can solve the land problem of photovoltaic power generation without occupying agricultural and industrial land, then you will be the next outlet for the accumulation of photovoltaic power generation. For example, sewage treatment plants have a large amount of land resources and consume a lot of electricity. , then it is beneficial to engage in photovoltaic power generation in sewage treatment plants.