The National Standards Committee recently issued the "Notice of the Third Batch of National Standards Revision Plan 2016". The total number of standards formulated and revised in this batch of plans is 191, including four rounds of low-speed electric vehicle technical standards. The technical condition of the four-wheel low-speed electric vehicle is 24 months. The competent unit is the Ministry of Industry and Information Technology. The drafting unit is the China Automotive Technology Research Center and the Shanghai Motor Vehicle Testing Center. Due to its high cost performance, low-speed electric vehicles have seen rapid growth in the suburbs of rural areas and towns in rural areas in recent years. However, there are also chaos in the industry where the company produces without permission, with low product safety performance and poor quality. This standard setting will promote the development of the industry to standardization. The agency pointed out that it is conservatively estimated that the market capacity of low-speed electric vehicles exceeds 10 million units. In 2015, the number of low-speed electric vehicles in the country was only about 700,000 units, and the potential space is huge. Southwest Securities believes that the cost of batteries, motors and controllers is about 30%, 8%, and 8%, respectively. The gross profit margin of vehicle production is also the first to benefit. Secondly, with the increase in sales volume and quantity, the demand for power battery and maintenance and replacement will drive demand for batteries. It is recommended to pay attention to vehicle and power battery companies. For the whole vehicle, we pay attention to the Lifan shares that passenger cars cut into, and the early layout of Longxin GM; in terms of batteries, the current main power battery companies are Chaowei Power and Tianneng Power. In addition, it is recommended to pay attention to Shengyang and Wanli shares; other companies Concerned about Jiangte Motor. Terminal Block Assembly
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