Introduction: -5.44%, -1 trillion, this is the performance of auto stocks contributing to the capital market in the last month of 2021. Looking at the average stock price and the overall market value of the terrible decline, people coldly shivered. It is said that the darkness breeds light, and the dawn of the new year has arrived, so what about auto stocks?
December 2021 is usually the most dynamic month in China's auto market, because it is close to the traditional Lunar New Year, and Chinese have to buy a car for the New Year. The last month of each year has also become the favorite month for listed companies in the automotive industry. However, in the past month, the market value of listed companies in China's auto industry has almost evaporated into a Ningde era, which may make investors feel a little regretful; but throughout the year, China's auto stocks have grown.
Specifically, in the five trading weeks in December, the auto stocks in the first four trading weeks went all the way down, especially the market value of the third and fourth trading weeks evaporated by 400 billion yuan and 370 billion yuan respectively, giving back a lot of the previous increment in the endless decline. The only consolation is that there was an overall pick-up in the fifth week.
It is no wonder that in the last month of last year, the capital market tycoons and investors are estimated to be busy eating melons - the Chinese entertainment industry has set off a tide of superstar people, a wave of uneven waves, and major live streaming anchors have also been pushed to the cusp of the storm due to tax issues... People don't seem to be in the mood to speculate in stocks either.
In terms of sub-sectors, the market value of major passenger car companies evaporated by more than 500 billion yuan, becoming the culprit that dragged down the performance of automobile stocks, of course, this is also related to the strong rise in auto stocks in the early stage; the new energy and parts sector is not much better, and the market value evaporates by more than half of the passenger car plate, which may be due to the decline in investment in the lithium battery industry, and the withdrawal of funds into the consumer and real estate sectors; the market value loss of dealers and commercial vehicles is not large, and the overall stability is stable.
Judging from the rise of individual stocks, none of the passenger car sector can enter the top 10 of the overall list. The first stock price increase is somewhat unexpected, from the commercial vehicle sector of China National Heavy Duty Truck, since December rose 26.52%, the stock price reached 16.89 yuan / share, seems to end the trend of last year's downward exploration, and in December there were two up and down boards.
In second and third place is the 600335 from the dealer sector. SH) and Harmony Motors, with a weekly gain of 16.82% and 14.65%, performed well. From the end of November to the beginning of December last year, the stock price of Sinomach Automobile soared as if it were hanging. On December 4, 2021, China Automobile Engineering, a subsidiary of Sinomachin Automobile, and Shaanxi KONE Special Purpose Vehicle Co., Ltd. signed the "Shaanxi Automobile Group Frame Production Base Construction Project Contract", with a contract price of about 255.8 million yuan.
From the perspective of individual stock declines, there are as many as 22 auto stocks that have fallen by more than 10%, and as many as 11 stocks with more than 15%, mainly Zotye Automobile and Guoxuan Hi-Tech, which have fallen by 26.33% and 22.96% respectively. Among them, Guoxuan Hi-Tech has been declining since December 1, and its market value has evaporated by 25.44 billion yuan. Zotye is up and down, and after falling at the bottom in December, it is rebounding rapidly.
In terms of market capitalization, the absolute weight of the stock Ningde Era fell by 13.53%, directly resulting in the evaporation of market value of 215.08 billion yuan, and the stock prices of BYD and Great Wall Motors also fell by more than 100 billion yuan, which shows the lethality of passenger cars and new energy sectors on the value of the automobile stock market.
Although the report card for the closing month of 2021 is not very good, overall, auto stocks in 2021 have grown. What will happen in the first month of 2022? Continue to sink, or can it bounce back? From the first week of 2022, the auto stock market value evaporated by more than 600 billion, which seems to be a shadow, but doesn't this breed opportunities?