CITIC Securities Overall valuation of new energy vehicles at historical lows, poised for a reversal.

CITIC Securities Report New Energy Vehicles' Overall Valuation Hits Record Low, Expected to Rebound

【PhoneAuto News】Recently, PhoneAuto noticed that a research report released by CITIC Securities has once again made the new energy vehicle industry the focus of the market. The report points out that the demand for new energy vehicles in both domestic and international markets continues to improve, and leading companies such as Tesla are continuously launching innovative products, further promoting the development of the industry.

Tesla’s recently announced new models, the Cybertruck and Model Q, are about to launch, sparking market discussions. These two new models are not only unique in design, but also have made technological breakthroughs, injecting new vitality into the new energy vehicle industry.

Meanwhile, CITIC Securities’ research report also focuses on the stable growth of the upstream lithium battery and battery materials sectors in the new energy vehicle industry. In this field, the competitive landscape in each segment has basically formed, and the leading companies’ positions have remained stable. These companies have not only performed well in the domestic market, but also demonstrated strong competitiveness in the international market.

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In addition, the report also mentions some emerging technological trends, such as fast charging, M3P batteries, liquid cooling, robotics, integrated die casting, and energy storage. These innovative technologies bring new momentum to the new energy vehicle industry, indicating the future direction of the industry’s development.

CITIC Securities points out that currently, the overall valuation of the new energy vehicle sector is at a historical low, and the industry is expected to experience a reversal. For investors, this is an opportunity with investment value. CITIC Securities recommends high-quality leading companies with global competitiveness, especially Tesla and the NIO supply chain. At the same time, it also suggests paying attention to investment opportunities brought by new technologies and applications.

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