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Auto stocks usher in the "annual examination"

Auto stocks usher in the "annual examination"

Introduction: What can drive the strong rebound of the stock price, in addition to the performance forecast, there are... Price increase letter?

In the second week of 2022, as more and more listed auto companies began to release 2021 performance forecasts, the annual examination of auto stocks is not far away.

Usually, those who can rush to the top of the list of auto stocks during this time are generally coming up with a beautiful performance forecast, such as Enjie shares and Guangzhou Automobile Group H shares, or stepping on the top hot concept, but the top winner of this issue is an exception, who is not listed for the time being, but behind this, we may be able to foresee that something unusual may happen in 2022.

Auto stocks usher in the "annual examination"

According to the 78 auto stocks registered in the auto K-line statistics, last week finally rose by more than half, making people think that the decline in the first week of 2022 may be just a false alarm. Overall, the stock price rose by nearly 1 percentage point on average, and the market value increased by more than 350 billion yuan. Although it is not possible to win the market, it is definitely a charcoal in the snow compared with the opening week of the year.

However, as mentioned at the beginning, with the recent announcement of 2021 performance forecasts by major auto listed companies, the corresponding individual stocks have also undergone obvious changes. Among them, enjie shares issued a big rise forecast on the 10th, and tried to turn the tide, ending the three consecutive trading days after a strong brush, and finally its stock price ranked second in last week's rise and fall list with a rise of 13.9%.

Coincidentally, a day later, GAC Group also immediately issued a rising performance forecast, although the company's level, industry and other differences caused by the increase is far less than Enjie shares, but also ended the decline of the day, not only in the next day brushed out a single-day increase of 9.33%, and at the same time with an 11.88% stock price increase followed by, ranking third in the overall list.

So the question is, who can rank above the two auto stocks that have come up with excellent performance forecasts? In the last week when Huawei's concept cooled down and the concept of new energy had not yet come up with a new story, who was the real overlord of the overall list?

The answer is Fuyao Glass.

Its weekly stock price rose by 14.9%, with 1 percentage point to suppress Enjie shares, dominating the overall list.

From the perspective of no announcements and no new stimulus good news, such a performance seems to be a bit strange. But a little attention is not difficult to find that in the first weekend of 2022, a number of domestic glass production and processing enterprises issued a price increase letter, while some insiders said that the comprehensive real estate market sentiment turned better and other multi-dimensional analysis, this price increase is not only logically very reasonable, but also just the beginning.

Remember the end of the quick review of the first week of 2022, we are also very much looking forward to several listed companies that have joined the attention, and as a result, we directly counterattacked the championship from the most basic parts industry last week. No one will miss the "lack of core and less electricity" in 2021, with the rise in global commodity prices, who will stand out in 2022? We'll see you next week.

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