The cluster effect of new energy automobile industry in Anhui Province is gradually emerging.

The cluster effect of the new energy automobile industry in Anhui Province is gradually emerging, which has driven the rapid growth of the demand for equipment and parts. Since 2020, the positive feedback of the new energy automobile industry cluster built in Anhui Province has been continuously strengthened. The introduction of high-quality automobile manufacturers has driven suppliers such as spare parts to build factories nearby, and industrial clusters have attracted more potential automobile manufacturers to Anhui, which has stimulated the rapid growth of demand for related equipment and spare parts. The recommended targets include Bethel, Ruigu Mould, Juyi Technology, Zhong Ding, Baolong Technology and Changxin Technology (covered by electronic group).

Targeted, Anhui province focuses on building a new energy automobile industry cluster, and completes the layout in the fields of complete vehicles and batteries. Since the end of 20 19, Anhui's automobile industry has been reorganized, and efforts have been made to build a new energy automobile industry: Weilai has been introduced, cooperation with audi ag has been strengthened (the controlling shares of Jianghuai Volkswagen and Guo Xuan Hi-Tech have been transferred), and the operating efficiency of some enterprises has been improved. Chery Automobile has completed the mixed reform, introduced new financial support, initially completed the layout of new energy vehicles and batteries, and superimposed some original high-quality enterprises to form a new energy automobile industry cluster that has begun to take shape.

One province (Anhui Province) and two cities (Hefei City and Wuhu City) will continue to focus on promoting the automobile industry to a higher level in the Tenth Five-Year Plan. Anhui province: cultivate 3-5 influential vehicle enterprises and a number of key supporting enterprises with global competitiveness. By 2023, the output of new energy vehicles in the province will account for more than 10% of the national total; The matching rate of nearby parts is over 70%. Hefei: In 2025, the annual production capacity of new energy vehicles will reach 6.5438+0.5 million, the annual production capacity of power batteries will exceed 654.38+0.2 GWh, and the annual production capacity of drive motors will exceed 6.5438+0.2 million, forming an ecological circle of the whole industrial chain. Wuhu City: Introduce and cultivate more than two influential automobile enterprises, individual champions of key components above 10, champions of "specialization and innovation" and small giant enterprises. The total output value of new energy and intelligent networked automobile industry accounts for more than 50% of the province.

With the positive feedback and policy support of industrial clusters, Anhui will become one of the important choices for the capacity layout of new energy automobile enterprises, and the nearby facilities will drive the rapid growth of the demand for equipment and parts. Anhui's relatively perfect industrial chain cluster and supporting policies for new energy vehicles are attracting new energy automobile enterprises such as BYD, making it one of the important choices for new entrants in the automobile industry, attracting high-quality parts enterprises such as AVIC lithium battery and consumer electronics giant Luxshare, and accelerating the formation of positive feedback effect. The expanding industrial cluster will bring the demand for equipment and parts higher than the average growth rate of the industry, and local companies in Anhui Province and companies with production capacity layout in Anhui Province will benefit.

Risk warning: the sales of new energy vehicles are lower than expected, and the demand for passenger car terminals is insufficient.

This article comes from the financial sector.