Recently, the new energy sector is very hot, many readers said that the relationship between fresh energy, photovoltaic, new energy vehicles, lithium batteries and electrical equipment. Today, this post will make an introduction to the relationship between them, hoping to let you have a preliminary understanding of the new energy plate.
Electrical equipment, I used to say that the term is closely related to new energy, according to the Shenwan industry classification standard, its sub-categories are power supply equipment, high and low voltage equipment, motor and electrical automation equipment. Many new energy closely related stocks, in fact, belong to the power equipment industry, such as Ningde Times, Longji shares and so on.
New energy refers to different forms of energy from traditional energy, such as solar, nuclear, wind and so on. The new energy industry cannot be found among the 28 industries listed in Shenwan, because it involves many industries. For example, Daijin Heavy Industry, a component of the CSI Mainland New energy theme index, belongs to the machinery industry, while Yiwei Lithium belongs to the non-ferrous metal industry. Therefore, electrical equipment is related to new energy, because there are many stocks in the electrical equipment industry, but also new energy stocks, such as Foster's.
New energy vehicles generally refer to models whose power sources do not solely rely on internal combustion engines, and are characterized by the use of electric motors to provide power. The concept of new energy vehicles also involves many industries. For example, Hanrui Cobalt, a component of the China Securities New Energy Vehicle Industry Index, belongs to the non-ferrous metals industry, while BYD belongs to the transportation industry. From the concept you can see that new energy and new energy vehicles are actually different, new energy will include wind energy, nuclear energy and other industry stocks, and new energy vehicles do not include, such as new energy index component taisheng wind is not a component of new energy vehicles. In addition to the stocks of solar energy and other industries, new energy vehicle components also include the stocks of middle and downstream enterprises such as auto parts and automobile manufacturing. For example, Changan Automobile belongs to new energy vehicles, but does not belong to new energy.
Photovoltaic is short for solar photovoltaic power generation system, refers to the photovoltaic effect of solar cell semiconductor materials, the solar radiation energy directly converted into electricity power generation system, from the concept of new energy, including photovoltaic. The components of THE CSI Photovoltaic Industry Index and the components of the CSI Mainland New energy theme index are highly overlapped, but the new energy in addition to solar energy also includes the concept of nuclear energy, wind energy and other forms of energy stocks. Of course, many stocks belong to the concept of photovoltaic as well as the concept of new energy vehicles, such as sunshine Power.
Lithium battery is composed of lithium metal or lithium alloy anode materials, the use of non-aqueous electrolyte solution of the battery. It is considered as a new energy because it has the advantages of large battery storage, no memory, many times of charging and discharging, light weight, recyclable and low pollution. In terms of concept, new energy includes lithium battery. At the same time, lithium batteries have become the power source of new energy vehicles, so it can be considered that lithium batteries belong to new energy vehicles, but it should be noted that the power source of new energy vehicles is not lithium batteries, and lead-acid batteries.
To sum up, electrical equipment and new energy contain part of the same stock, but have their own differences, the relationship between new energy and new energy vehicles is the same. Photovoltaic and lithium batteries belong to new energy, and lithium batteries belong to new energy vehicles.