新能源产业发展的国家优势下股票市场变化——基于波特五力钻石模型分析

Changes in the Stock Market under the National Advantages of the Development of New Energy Industry——Analysis of Diamond Model Based on Porter’s Five Forces

中国将新能源汽车定位为战略性新兴产业。通过采用钻石模型对中国的新能源汽车产业形成国际竞争力进行分析,寻找形成竞争力的因素,进而分析促进相关企业进步的原因,最终确定股票二级市场是如何反映相关公司价值的同时,对新能源汽车成本占比最大的锂电池技术的发展格局进行概括分析,将产业分析与股票市场相结合,最终得到产业形成优势带动股票市场增长的机理,并对相关增长进行举例。

China positions new energy vehicles as a strategic emerging industry,and analyzes the formation of international competitiveness of China’s new energy vehicle industry by using the diamond model to find the factors that form competitiveness,and then analyzes the reasons that promote the progress of related enterprises,and finally stocks how does the secondary market reflect the value of related companies.At the same time,it summarizes the development pattern of lithium battery technology,which accounts for the largest proportion of the cost of new energy vehicles,combines industry analysis with the stock market,and finally obtains the advantages of industry formation to drive the growth of the stock market,and gives examples of related growth.At present,the main literature focuses on analyzing the competitiveness of provinces,while not integrating the stock market.