Although the financial data, RMB loans, social financing scale, etc. exceeded market expectations, the amount of money was sufficient, but market confidence has obviously not recovered, and the mood in the market today is still relatively bleak.
In terms of plates, today's air conditioning refrigerators, power grids, power, automobile-related industrial chains have changed, but from the stage continuity, the best at present is the automobile-related industrial chain.
There are two main reasons, the first is that the hype of unmanned driving is still in progress, and on the other hand, the data of automobiles in recent months is better, and these favorable superimposed, resulting in the individual stocks of the automobile-related industry chain are going better, compared to other sectors of the bleak place, this is a unique scenery. The Vane Technology inside the driverless has won three consecutive boards.
However, if you want to participate in this sector, you should still pay attention to the high risk of individual stocks, there may still be opportunities in the sector, but from the perspective of safety, low-sucking ambush low-level stocks are more appropriate.
In addition, branches like charging piles have also changed to a certain extent, which is related to the article in the People's Daily in the morning to further build a high-quality charging infrastructure system, but still pay attention to the issue of continuity.
In general, the current market operation difficulty is relatively high overall, pay attention to operational risks, maintain the principle of light position attempts, and cautiously chase higher.
01 Auto parts
Relevant securities said that since the second quarter, as the industry terminal price stabilized, the backlog of consumer demand in the early stage was gradually released, and the industry boom ushered in an improvement. The performance of vehicle enterprises in the first half of the year was differentiated, and the competitiveness of new pure electric and hybrid products of multiple brands in the second half of the year was strong, which is expected to drive demand improvement. In the parts sector, the intelligent driving hardware, chassis, lights and other subdivisions under the intelligent main line have a good pattern, and continue to pay attention to the industrial chain of the head car companies, and in the second half of the year, Tesla's facelift listing + NOA landing may be an important catalyst for the industrial chain; In the heavy-duty truck sector, domestic demand is waiting for the small peak season in September to pick up, and the export business is expected to continue to rise, accelerating the release of corporate profit elasticity.
Related companies:
1. Bojun Technology: Chengdu Bojun is positioned in high-pressure aluminum casting and integrated die-casting products, mainly serving new energy OEMs.
2. Koyo Co., Ltd.: The company's by-wire chassis parts are executive components for intelligent driving of new energy vehicles and future-oriented autonomous driving.
3. Kehua Holdings: The company released new energy vehicle motor products cooperated with Daimler Group of Germany, as well as new energy hybrid products supplied to international well-known automobile brands such as BBA and domestic OEMs such as Lili, BYD, Geely, Great Wall, Changan and so on.
4. VIE Technology: The three major ports of ADAS system field have been perfected in the perception layer, decision-making layer and execution layer, and the layout resources are among the top three in the international subdivision industry.
(Special note: The data and information in the article come from the company's financial reports, securities research reports, industry reports, corporate official websites, Baidu Encyclopedia and other public information, this report strives to be objective and fair in content and opinions, but does not guarantee its accuracy, completeness, timeliness, etc.) The information or opinions in the article do not constitute any investment advice, investors are responsible for any discretionary investment behavior, and I am not responsible for any direct or indirect losses caused by the use of the content of this article. ）
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