New energy vehicle to be released in the near-indirect benefit of Faraday electronics

The National new Energy vehicle private purchase subsidy rules are about to be introduced, which will make the popularization of new energy vehicles a big step forward.　　And for Faraday Electronics (600563, closing price of 23.78 yuan) is undoubtedly a big potential positive-Faraday electronics for BYD electric vehicle matching film capacitor business will fully enjoy the benefits of the industrial chain. Subsidies at the end of the month to promote the new Energy Vehicle Promotion Ministry of Industry recently announced the "Electric vehicle conductive charging interface", "light hybrid electric vehicle energy consumption test Method" and other 4 related to the new energy vehicles of the national standards, the electric vehicle charging interface, the construction standards and functions of the power station and so on Immediately, the Ministry of Economic Construction Department of the relevant officials also disclosed to the media the new energy vehicle subsidy rules of the latest progress, the industry eagerly awaited the "on the promotion of new energy vehicles" will be released before the end of this month. Meanwhile, the main contents of the subsidy rules are also in the newspapers.　　The subsidy of new energy vehicles can be divided into 3 categories, the mixed-power model cannot be externally charged, the subsidy amount is 3000 yuan; for the pure electric mode plug-in car, the subsidy amount is up to 50,000 yuan, and pure electric car subsidy amount up to 60,000 yuan.　　CIC Consultant New energy industry researcher Li Shenmao that the new energy vehicle subsidy rules on individual purchase of new energy vehicles, the subsidy method will greatly reduce the relevant models of market sales prices, for new energy vehicles to promote a large area to lay a foundation.　　Hand-held BYD Faraday or greatly benefited if the new energy vehicles to promote large areas will be upstream of the industry's resources mining enterprises and components and equipment enterprises to bring positive. Li Shenmao to the daily economic news, said that the current domestic new energy vehicle industry, a large number of companies are in the speculation of the concept of new energy vehicles, to defraud the state-related subsidies and to their own environmental Low-carbon label. The real master of the core technology of the enterprise is very few, and did not form a complete industrial chain, which greatly affected the new energy vehicle market-oriented process.　　Although 30 new energy models announced this year to achieve mass production, but in the new energy car sales price has not been "revolutionary" lower, the vast majority of the listed models will face the embarrassing situation of applause. "Faraday Electronics has benefited enormously from holding BYD in hand," he said. "As with many new energy concept stocks, Faraday will be one of the most sensitive companies in the new energy automotive industry," said a brokerage fellow who had been to Faraday's electronic research before the daily economic news. Since 2002, the company has been focused on the field of film capacitors, and has a leading edge in the country, the company also in new energy vehicles and other emerging areas of the advance layout.　　At present, Faraday Electronics for the domestic new energy car giant BYD company electric vehicle Matching film capacitor, the two sides signed the "procurement Agreement", "Quality assurance agreement." The researchers also disclosed that hybrid electric vehicles and pure electric vehicles in the control drive circuit needs to be equipped with a large capacity of the film capacitor to achieve the motor drive and current transformation functions. Current mixedIn the electric vehicle, the vehicle enterprise mainly buys the thin film capacitor of the international big enterprise, each car's purchase amount is above 2000 yuan. And the monopoly advantage of foreign enterprises will no longer exist after flushing electronic hand byd. Faraday Electronics as early as 2007 to actively develop new High-performance film capacitors, and domestic enterprises to cooperate with the entire vehicle.　　With the high volume of domestic electric vehicles, the new energy field will become another big profit growth point of the company.　　Thin film capacitance expected volume according to Wanguo earlier forecasts, when the Faraday electronics reached 100,000 hybrid electric vehicle supporting devices, the earnings per share will be increased by more than 0.1 yuan. According to the auto industry adjustment and revitalization plan, the market share of new energy vehicles will reach 5% before 2012. This means that 2012 of new energy vehicles annual production and sales will reach 90余万辆. According to the data provided by CIC advisers to the daily economic news, the number of new energy vehicles in the country, excluding commercial vehicles, has less than 10,000 vehicles. It is difficult to accomplish this task without a major breakthrough in the technology of new energy vehicles and a small amount of subsidy from the state. The domestic new energy vehicle really realizes the industrialization to be about 2015 years.　　This means that in the next few years, the development of China's new energy vehicles will be greatly accelerated. "If the subsidy rules promote the popularization of new energy vehicles, it is a good thing for the new energy sector that the company is entering," said a recent report to the daily economic news.　　At present, the company and BYD's cooperation is normal, the relevant research and development in the ongoing preparation, but the matching BYD's film capacitor has not been significantly heavy. The researchers believe that Faraday's storage of electronic technology is basically not a big problem, the only question is when the film capacitor supporting electric vehicles when the volume, and the new energy car subsidies have undoubtedly provided the space for reverie.