The sharp rise in the automotive sector is due to the strong demand of the industry, and the second is the continuous emergence of new industrial technologies, such as BYD's debut of its high-end intelligent driving assistance driving system "Eye of the Gods". Sales and production have exceeded expectations, and the new energy vehicle industry chain is expected to continue to be hot.
"There are three reasons for the strengthening of the automobile sector: first, new energy vehicles go to the countryside and the purchase tax reduction policy extension and other favorable policies in the industry are frequent; Second, driven by policies, superimposed on the peak season of automobile consumption in the second half of the year, automobile sales are expected to continue to grow; Third, the manufacturing PMI data for June showed that the economy maintained the momentum of recovery, which was conducive to the recovery of the automobile industry.
Through repeated review and judgment, I carefully sorted out the concept of "auto stocks", and screened out 6 excellent leading companies, especially the last one, which is at a historical low at this stage and is expected to usher in an upward channel.
Huayang Group (002906)
Huizhou Huayang Group Co., Ltd. is mainly engaged in automotive electronics, precision die-casting, precision electronic components and LED lighting business. Key components of automobiles are mainly used in automobile chassis system, automobile steering system, automobile engine and gearbox, automobile transmission system, smart key, new energy three electric systems (battery, motor, electronic control), etc.; Precision 3C electronic components are widely used in various connectors and structural parts including aviation, machinery, electronics, optical communication and other industries. In terms of international market, the company's products have been exported to Europe, America, Japan, Southeast Asia, the Middle East and other countries and regions.
JAC Automobile(600418)
Anhui Jianghuai Automobile Group Co., Ltd. is a comprehensive automobile manufacturer integrating R&D, manufacturing, sales and service of commercial vehicles, passenger cars and powertrains. Its main products are all kinds of automobiles and chassis, wind commercial vehicles (MPV), Swiss eagle off-road vehicles (SRV), C-class Binyue, B-class Heyue and Heyue RS, A-class Tongyue and Tongyue RS, A0-class Yueyue sedan. In 2010, the 2.0TCI engine was rated as the top ten engines of "China Heart" in 2009, and the HFC4GB 1.3C engine won the top ten engines of "China Heart" in 2010. On October 21, 2010, it won the highest award in China's quality field - National Quality Award.
Joyson Electronics(600699)
Ningbo Joyson Electronics Co., Ltd. is the world's leading auto parts supplier and technical service provider, the company with industry-leading R & D and technology, with advanced innovative design, global manufacturing system, reliable quality management and consistent quality service, constantly lead the development of the global automotive electronics and safety industry, is a long-term partner of major automotive brands. In 2020, the company ranked 18th and 22nd in the "2020 Top 100 Electronic Information Enterprises" and "2020 China Top 100 Software and Information Technology Service Comprehensive Competitiveness Enterprises".
Xinquan Co., Ltd. (603179)
Jiangsu Xinquan Automotive Trim Co., Ltd. is mainly engaged in the design, manufacture and sales of automotive interior and exterior trim system parts and molds. The company's main products include instrument panel assembly, overhead file cabinet assembly, door guard assembly, column guard assembly, flow sink cover assembly and bumper assembly, etc., and has realized the full application field of products in commercial vehicles and passenger cars. The company was rated as one of the 100 excellent auto parts suppliers in China by China Automotive News for 15 consecutive terms (2007-2021).
Lizhong Group (300428)
Lizhong Sitong Light Alloy Group Co., Ltd.'s main business includes intermediate alloy new materials, recycled cast aluminum alloy materials, aluminum alloy wheels, has realized the functional alloy new materials, recycled cast aluminum alloy, aluminum alloy wheels three major subdivision industry leading, is the only company in the industry with melting equipment R & D and manufacturing, recycled casting aluminum alloy R & D system, the company is a national specialized and special new "little giant" enterprise. In 2020, the heat-free alloy applied for and successively obtained the national invention patent certificate, breaking the foreign product monopoly and technical blockade in this field; At the same time, it is also a leader in the recycled aluminum industry.
Zhongding Co., Ltd. (000887)
Anhui Zhongding Seal Co., Ltd. is mainly engaged in the production and sales of hydropneumatic seals and automotive non-tire rubber products (except brakes and shock absorption). The main business is intelligent chassis system business - air suspension system; Intelligent Chassis System Business - Lightweight Chassis Systems; Fluid piping systems; Sealing system. For ten consecutive years, sales revenue, export foreign exchange earnings, total profits and market share of leading products ranked first in the same industry in China, and the company continued to rank among the "Top 100 Global Auto Parts Industry" (ranked 92nd) and "Top 50 Global Non-tire Rubber Products Industry" (ranked 13th, 1st in China).