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Electrical equipment: look at the global recommendation of 7 shares

■: see the changing pattern from the perspective of globalization. In October, the installed capacity of power batteries in China was 6.1gwh, with a year-on-year increase of 82.9% and a month on month increase of 2%. Among them, the year-on-year growth rate of EV passenger cars exceeded 168%, which is the market. The month on month growth rate of batteries is lower than that of electric vehicles by about 14%. The main reason is that there will be a batch of products exported, and the volume of A00 cars will be adjusted again. In terms of the shape of batteries, square batteries are still the mainstream, accounting for more than 70% in the first 10 months, of which 75.13% in October; Soft packs showed a rapid upward trend in October, with some declines in the past two months, accounting for 13.65% in October; The cumulative proportion in the first October of the column was 11.8%, a significant decline from 26.6% last year. Recently, the group plans to launch more than 30 models in the next two years, half of which will be produced in China. In 2020, it is expected to deliver 400000 new energy vehicles in China and 1.5 million in 2025. At present, Tesla has set up a factory in Shanghai, and traditional car companies such as Volkswagen and general motors have taken the Chinese market as an important target, which is expected to accelerate the localized production of new energy vehicles. After the design is completed and put into use for a period of time, it will be a great opportunity for domestic battery materials and parts enterprises to enter another global supply chain. In addition, Volkswagen announced that it would choose ski to supply batteries. So far, the demand structure determines the industrial structure. Volkswagen's long-term battery supplier network has gradually formed. LG and Samsung are strategic partners in Europe, ski meets the needs of the North American market, and catl is a strategic partner in China. In addition, LG, Samsung and ski, three Korean manufacturers, entered into a memorandum of understanding to establish a next-generation battery fund and jointly develop core technologies, mainly solid-state batteries, lithium metal batteries, lithium sulfur batteries, etc. Battery technology is still iterating, and the end point is still unknown. At present, domestic enterprises are developing rapidly, and battery manufacturers led by catl are gradually entering the overseas supply chain, which poses a great threat to the mainstream Japanese and Korean enterprises in the past. Objectively speaking, Japanese and Korean enterprises have profound technology accumulation and forward-looking technology layout, and how the global pattern will develop in the future is still a big unknown

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