內地證券日報發文:新能源車由熱到燙風險不可忽視 倡嚴控增量優化存量
內地《證券日報》發表評論文章,指新能源車產業鏈正被全面挖掘,新能源車持續處在風口之上。從長遠來看,新能源車產業已經具備較好的規模效應優勢和發展環境,不管是碳中和目標還是新能源車2025年的滲透率,都代表著新能源車未來很長一段時間會是高景氣賽道。不過,在經過急速奔跑後,新能源車產業出現的過度發熱症狀不可忽視。
目前內地新能源車發展核心技術仍有待突破,關鍵零部件還面臨「卡脖子」問題,需要不斷的技術創新解決消費者的痛點,完善質量保障體系。文中提出,有關部門尚需加強汽車投資項目和生產准入管理,嚴控增量、優化存量,嚴格執行新建企業和擴大產能項目等規範要求,加大僵屍企業退出力度,整合資源推動企業做大做強,促進新能源車產業健康有序發展。
此外,基金經理需謹慎跨「能力圈」投資。從二季度開始買入相關標的,一些擅長消費類投資的基金經理更是在頻頻參加新能源車主題的路演。但如果基金經理們沒有長期深入的跟蹤研究,就匆忙跟著行情跨界,盲目投資,將給基金業發展帶來嚴重後遺症。
文中並強調,新能源車賽道愈發擁擠已是不爭的事實,A股市場給予高估值的背後實則意味著對投資的低容錯率。因此,投資者面對「過度發熱」的新能源車風口,一定要握穩「方向盤」。(ta/w) ~
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