＂Knowing the King＂ for ＂Sleeping King＂, what will the alternation of American regimes bring to new energy sources？

With Biden being elected as the 46th president of the United States, his grand blueprint for new energy policy is expected to be put into practice. Of course, his election has positive and beneficial effects on China and China’s stock market. At present, the hot new energy vehicle sector is having a collective carnival.

According to combing, the new energy vehicle concept represented by Tesla, General Motors, Nikola, Weilai Automobile, Xpeng Motors, LI, etc. has been outstanding since the election. In particular, at the same time, the three Chinese stocks stimulated by the New Deal in the domestic new energy field have hit record highs, and the company’s market value has also ranked among the top positions of global car companies.

Returning to the domestic A-share market, the "New Energy Automobile Industry Development Plan (2021-2035)" was officially released some time ago, which pointed out that by 2025, the domestic new energy automobile sales volume will reach 20% of the total automobile sales. At the same time, it also stimulated a sharp rise in the whole industrial chain of new energy, most notably BYD and Contemporary Amperex Technology Co., Limited, Guoxuan Hi-Tech and other upstream and downstream enterprises in the industrial chain. The stocks of various new energy vehicles rose sharply, and the stock prices continued to hit record highs, which also had a lot to do with the landing of boots.

Some securities related people said that "at present, in the domestic market, the low valuation of new energy and new energy automobile industry chain and domestic demand consumption is still worthy of attention. And the certainty of demand growth for new energy vehicles has emerged next year, so the current high valuation of the sector is estimated to last for a long time. " Cui Dongshu, secretary-general of the Association, also pointed out that the development of new energy vehicles in China is conducive to the sustainable development of relevant industrial chains in China, and a strong industrial chain of new energy vehicles and new energy batteries will be laid out and landed in China.

According to the latest grassroots research of Xingye, the production scheduling data of the industrial chain in November also proves this point. In addition, the entire automobile industry chain has also entered a strong recovery stage, and the sales data is gratifying. Due to the epidemic situation, public travel is restricted, which also increases people’s demand for private cars, so the recovery of the automobile industry will continue in the future.

Biden’s election as president of the United States will return to the Paris Agreement and take the implementation of emission reduction targets, environmental justice and clean energy as his own responsibility, marking a 180-degree turn in the US policy towards the new energy industry. Its positive impact lies in emerging industries and new energy vehicles related to climate issues. The United States, a traditional automobile power, will change the wind again, which will also benefit the domestic new energy vehicle market. The new energy industry has a clear and positive trend at present. How to seize this market opportunity and strengthen China’s position in the global new energy market will become a problem that many new energy vehicle companies need to think about.