Since this year, industrial capital has entered the field of new energy vehicles on a large scale. From January to July, the capital scale of entering the new energy vehicle industry was nearly 100 billion yuan, and the power battery industry alone attracted 40 billion yuan of capital. In terms of capital investment, the new energy vehicle sector has changed from the original "concept stocks" to "strength stocks" that focus on technology and performance. Enterprises with high certainty and obvious technological advantages are being pursued by investors.

As an important part of the new energy vehicle industry chain, power battery has been regarded as one of the bottlenecks in the development of new energy vehicles in China. However, as the production capacity of Samsung, LG Chemical and other foreign power battery suppliers in China was completed and put into operation in the second half of the year, the battery supply bottleneck restricting the production of new energy vehicles in the first half of the year will be solved, and the production and sales of new energy vehicles are expected to grow further. The preferential policies for new energy vehicle licenses in Shanghai, Beijing and other regions will also promote the sales of new energy vehicles in these regions.

In May this year, the State Council issued the "made in China 2025" plan, which specifically proposed that in 2020, the production and sales of China's independent brand new energy vehicles will exceed 1million, and there will still be a lot of room for growth in the production and sales of new energy vehicles in the future. In the face of the continuous growth of the production and sales of new energy vehicles for many months this year, the sales of new energy vehicles in 2016 will still be likely to further increase. In addition, the solution of the bottleneck problem of power batteries and the rise of the declining proportion of subsidies will promote the growth of China's new energy vehicle sales in 2016.

Statistics show that in the first half of 2015, China's lithium-ion battery manufacturing enterprises completed a cumulative main business revenue increase of 17.4% year-on-year, and achieved a total profit increase of 72.8% year-on-year. According to incomplete statistics, from January to July this year, a total of 13 listed companies invested 43.5 billion yuan in power lithium-ion batteries and related projects, including many non battery enterprises. Industry insiders predict that the investment in power batteries in China will exceed 100billion yuan in 2015. The rapid rise of profits in the lithium battery industry and the continuous rise of investment in the lithium battery industry are closely related to the large-scale sales of new energy vehicles.