Introduction: In the 9th week, we are still worried about the "danger of annihilation" of the new energy and intelligent sectors, and now the entire auto stock is about to be "completely destroyed".
Kong Rong, who once left a beautiful talk in the Three Character Classic, "Melting four years old, making pears", I am afraid that he did not expect in any way that in the thirteenth year of Jian'an, he left another allusion for the world with the end of the family being executed: there is no finished egg under the nest.
Such a life course is really suitable for today's auto stocks.
In the 10th week of 2022, Chinese auto stocks followed the previous week's further decline, with stock prices falling by an average of 6.62% and the market value evaporating by nearly 400 billion yuan. Since March, the cumulative value of the auto stock market has evaporated by more than 1 trillion yuan.
Of the 80 stocks registered in the auto K-line statistics, only 4 achieved an increase of 9%, the highest increase of 9%, but in a total of 74 declining auto stocks, as many as 11 fell by more than double digits, of which the US stock price of Xiaopeng Automobile fell by as much as 22.42%.
The biggest difference from previous weeks is that the three major stock indexes showed a significant decline in the 10th week, and the Shanghai Securities, Shenzhen Securities and Hang Seng fell by 4%-6% across the board, and in such a large-market environment, auto stocks fell across the board. Remember that in the 9th week, it was only the new energy and intelligent sector that was "dangerously destroyed", and by the 10th week, this grim situation had spread to the entire auto stock.
Among them, dealers and parts sectors even appeared to be green across the board, and the remaining three major sectors only had 1-2 individual stocks rising slightly. Among them, it is worth mentioning that Evergrande Automobile, after the suspected Hengchi 5 real car test drive photos on March 8, opened a three-consecutive rise, and finally led the 10th week auto stock list with a 9% increase.
In fact, looking back at the past year's auto stocks, Evergrande Automobile led the rise is not uncommon, but at that time, the capital boom of auto stocks continued to heat up, and what is still heating up today has become a strange global situation.
Whether it is the new energy and intelligent sectors that were once hot, or the "Evergrande cars", they have left the legend of "taking off in place" for auto stocks in the past year. However, who would have thought that in less than a year, they would be like kong Rong's two children at that time, and they could only sigh "there is no end to the eggs under the nest".
Confucius, the ancestor of Kong Rong, has achieved many works of inheritance with a number of outstanding disciples. So, can the new energy and intelligent sectors that have "taken flight" many passenger car listed companies rely on "disciples" to bring new hopes and surprises? We'll see you next week.