BYD research S3 new energy bus competitors talk about government bus orders g-area meru

BYD research S3: new energy bus competition on government bus orders hot column capital flows thousands of thousands of stocks the latest Rating Rating diagnosis simulated trading client sina finance App: Live on-line blogger to tutor Sina Hong Kong APP: real time market exclusive reference stocks also worth the investment? What’s the problem? Where is the future of the way out? Sina launched the "Hong Kong Hong Kong stocks as well as unattractive" discussion, with a rational and constructive attitude, welcome attention to Hong Kong stocks, concern of the capital market, Hong Kong stocks together for suggestions, seek the Hong Kong stock market tomorrow. Please to hkstock_biz@sina. The analysis of Dong, Gary Jutong survey: July 2016 survey: Nanjing Jinlong before the sales person in charge of introduction: Research for the government order, we in the Nanjing market as a breakthrough, visited the local public transport group, the development of new energy policy of the government departments, and bus industry insiders, the formation of the BYD government point of order some inspiration. Nanjing golden dragon as the Nanjing public transport market, BYD’s only rival, the next will share a talk from the perspective of the government’s public transport orders and BYD. The following is a summary of the interview. Abstract: the core 1, bus replacement rate at around 10%, this year there are 2 signs of accelerated, new energy bus subsidy policy unchanged, but advance funds manufacturers pressure 3, BYD funds have obvious advantages, high margin bus 4, rationality of new energy commercial areas for future development and the problems faced by the replacement rate of around 10%, the there are two signs of accelerated Q1: how about the Nanjing Jinlong production? A: last year, the country made 8700. If it is a bus, only in Nanjing. Bus is divided into two blocks, one is light off, one is the bus (including road bus and bus bus). Bus also includes long-distance bus that is a new energy vehicles. Q2: the current situation of new energy bus industry? A: according to the normal, the bus is divided into two series: 10 meters above the bus series and the 8, 9 meter bus series. More than 10 meters of a bus by the government procurement, and the other by the bus company procurement. Q3: bus replacement rate of about 10% per year, right? A: it’s normal. But there are several different places. If the bus company has money, or the bus did not spend any money to buy back, immediately change also does not matter. Moreover, the replacement should also take into account the development of the city, the expansion of the new line, then the output will be a little more. If the bus company did not earn money, will extend the use cycle, but the replacement rate is maintained at about 10%. Q4: is there a higher frequency of substitution over the past two years? A: there. The next will be a little higher, because the majority of new energy vehicles, but also to buy new energy vehicles did not spend any money. There is also a requirement for urban planning, the city is expanding, requiring the old car into new energy. Many local planning is also the theory相关的主题文章: