【专访中金资本王曙光：新能源汽车是中国汽车产业发展与投资的难得机遇 | NEV观察】“新能源汽车是中国汽车业实现跨越式发展难得机遇。”中金资本管理部联席负责人、董事总经理王曙光告诉福布斯中国。“资本应该扶持产业链中重投资与卡脖子领域，不断推动产业链的拓展深化，提高国内新能源车产业的竞争力。”对于近期国内新能源汽车渗透率的增长，他表示，各家车企正在快速、持续地推出优质的新能源车型，并在智能化、性价比等方面呈现百花齐放的局面。同时，得益于中国制造的强大实力，国内新能源车产业链正在快速地走向降本增效，动力电池成本持续降低，续航能力也在不断提高。因此，在主机厂和整个产业链的共同努力下，国内新能源汽车行业已经进入关键的爆发期。https://t.cn/A6MtFFOt
下跌原因：
*News said last night CSRC talked to China's local mutual funds, and asked them to check if the holdings of their products can match the investment theme described in the prospectus. Some of the local mutual funds hold a lot of New Energy and NEV names , although their products should not invest in those sectors according to their prospectus. Rumor said those funds are selling off today
有消息称，昨晚中国证监会与中国本土的公募基金进行了谈话，要求他们检查其产品的持股情况是否与说明书中描述的投资主题相符。一些地方公募基金持有大量的新能源和新能源汽车名称，尽管根据其说明书，其产品不应投资于这些行业。有传言说，这些基金今天正在抛售。
点评：意思大概是，没来得及改名字的公募基金，需要把前十大持仓改过来。
*News said last night CSRC talked to China's local mutual funds, and asked them to check if the holdings of their products can match the investment theme described in the prospectus. Some of the local mutual funds hold a lot of New Energy and NEV names , although their products should not invest in those sectors according to their prospectus. Rumor said those funds are selling off today
有消息称，昨晚中国证监会与中国本土的公募基金进行了谈话，要求他们检查其产品的持股情况是否与说明书中描述的投资主题相符。一些地方公募基金持有大量的新能源和新能源汽车名称，尽管根据其说明书，其产品不应投资于这些行业。有传言说，这些基金今天正在抛售。
点评：意思大概是，没来得及改名字的公募基金，需要把前十大持仓改过来。
拥抱碳中和。
Embracing carbon neutrality.
1. Pathway to sustainability.
① After decades of successful reforms and opening-up, it is the right time for China to seek to achieve high-quality development in a greener and more sustainable way.
② Carbon neutrality offers such a pathway to sustainability.
③ Following years of regional pilot projects, China’s first national carbon market—a key policy instrument to achieve the nation’s ambitious goal of carbon neutrality—started trading in July.
④ Currently only covering power companies, the market is likely to expand trading activities to more sectors such as auto and cement.
2. Riding on the super trend.
① NEV and renewable energy are the major beneficiaries from the replacement of ICE cars and fossil fuels.
② NEV sales will continue to support xEV battery demand when we see lithium price supported by tight supply amid solid demand.
③ Hydrogen is set to become an important and fast-growing low-carbon energy source in the next 30 years when natural gas can be also helpful as a transitional energy source during decarbonisation.
④ As a large carbon emitter, the basic materials sector including cement, steel, coal and aluminium will see capacity reduction and upgrades, leading to better supply-demand dynamics.
⑤ The industrials sector will also embrace rising demand.
Embracing carbon neutrality.
1. Pathway to sustainability.
① After decades of successful reforms and opening-up, it is the right time for China to seek to achieve high-quality development in a greener and more sustainable way.
② Carbon neutrality offers such a pathway to sustainability.
③ Following years of regional pilot projects, China’s first national carbon market—a key policy instrument to achieve the nation’s ambitious goal of carbon neutrality—started trading in July.
④ Currently only covering power companies, the market is likely to expand trading activities to more sectors such as auto and cement.
2. Riding on the super trend.
① NEV and renewable energy are the major beneficiaries from the replacement of ICE cars and fossil fuels.
② NEV sales will continue to support xEV battery demand when we see lithium price supported by tight supply amid solid demand.
③ Hydrogen is set to become an important and fast-growing low-carbon energy source in the next 30 years when natural gas can be also helpful as a transitional energy source during decarbonisation.
④ As a large carbon emitter, the basic materials sector including cement, steel, coal and aluminium will see capacity reduction and upgrades, leading to better supply-demand dynamics.
⑤ The industrials sector will also embrace rising demand.
✋热门推荐