Plate changes| november cars continue to pick up and replenish the garage The automotive sector rose in the afternoon

Zhitong Finance APP was informed that on December 13, affected by the news that cars continued to pick up in November, the A-share automobile sector rose in the afternoon, and as of press time, Xiaokang Shares (601127.SH), China National Heavy Duty Truck (000951.SZ) rose and stopped, and Shuguang Shares (600303.SH), CIMC Vehicles (301039.SZ) and other stocks rose.

Shengang Securities Research Report pointed out: In November, China's automobile production and sales were 2.585 million units and 2.522 million units, down 9.3% and 9.1% respectively from the high base year-on-year, and increased by 10.9% and 8.1% respectively, and the production and marketing side continued to improve month-on-month. From January to November, the cumulative production and sales of automobiles totaled 23.172 million units and 23.489 million units, respectively. At present, we are optimistic about the improvement expectations of joint venture brands, and it is recommended to pay attention to the investment opportunities of car companies with a high proportion of joint venture brands and parts companies in the industrial chain. Passenger cars: In November, production and sales of passenger cars totaled 2.231 million units, down 4.3% and 4.7% year-on-year, and 12.2% and 9.2% month-on-month, respectively, with the recovery momentum continuing. Compared with 2019, production and sales increased by 3% and 6.5% year-on-year. According to the data of the Association, the production of joint venture brands that were dragged down by the lack of cores in the early stage increased by 17% month-on-month and luxury brands increased by 20%, and it is recommended to pay attention to the driving effect of its recovery on industrial chain companies.