Today, the three major indexes were divided throughout the day, with more than 2800 stocks rising. The turnover of the two markets was 778.3 billion, a sharp decrease of 132.9 billion compared with the previous trading day. The Shanghai and Shenzhen stock exchanges were closed for Hong Kong public holidays.
In terms of sectors, growth stocks with large adjustment range this year have made a big counterattack. The auto parts sector with a total market value of more than trillion led the rise today rose by more than 5%, followed by photovoltaic equipment rose by 4%, and semiconductors, green electricity and non-metallic materials all rose by more than 2%.
In terms of news, according to Xinhua news agency, on April 18, the national teleconference on ensuring smooth logistics and promoting the stability of industrial chain supply chain was held in Beijing. Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, attended the meeting and deployed ten important measures. The meeting called for efforts to stabilize the supply chain of the industrial chain, leveraging 1 trillion yuan of funds through 200 billion yuan of scientific and technological innovation refinancing and 100 billion yuan of refinancing used in the field of transportation and logistics, and establishing a white list of key industries and foreign trade enterprises such as automobile, integrated circuit, consumer electronics, equipment manufacturing, agricultural materials, food and medicine.
main funds: rush to raise 9 billion favorite Shandong Linglong Tyre Co.Ltd(601966)
Today, auto stocks, especially auto parts stocks, are the absolute leading varieties. According to the data of China stock market news choice, since the “policy end” on March 16, the main funds and northbound funds in auto stocks are also auto parts stocks.
First, let’s look at the main funds. According to the data of China stock market news choice, the main funds have bought 43 auto stocks in total since March 16, with a total amount of more than 890 million yuan. The vast majority of the top net purchases are auto parts stocks.
Specifically, since March 16, the favorite of the main funds is Shandong Linglong Tyre Co.Ltd(601966) , with a net purchase amount of more than 139 million yuan; Ranked second is Zhejiang Yueling Co.Ltd(002725) , with a net purchase amount of more than 100 million yuan.
Zynp Corporation(002448) , Wencan Group Co.Ltd(603348) , West Shanghai Automotive Service Co.Ltd(605151) , Suzhou Sonavox Electronics Co.Ltd(688533) , Sailun Group Co.Ltd(601058) , Ningbo Jifeng Auto Parts Co.Ltd(603997) , Ningbo Tuopu Group Co.Ltd(601689) and other major net purchases range from 50 million yuan to 30 million yuan.
northbound Fund: favorite Bethel Automotive Safety Systems Co.Ltd(603596)
And what about northbound funds? According to China stock market news choice, northbound capital has bought a total of 19 auto stocks since March 16, with a total amount of more than 690 million yuan.
Specifically, Bethel Automotive Safety Systems Co.Ltd(603596) is the most popular with northbound funds, with an increase of more than 150 million yuan; Followed by Foryou Corporation(002906) , with an increase of more than 120 million yuan.
For the sake of the 353535 the amount of increased holdings to ranged from 110 million yuan to 10 million yuan.
From the perspective of the industry, it is slightly different from the main funds. In addition to focusing on the allocation of individual stocks of auto parts, the northbound funds are also configured with complete vehicles and auto services such as Chongqing Changan Automobile Company Limited(000625) , China Automotive Engineering Research Institute Co.Ltd(601965) and so on.
organization: Auto stock or welcome layout time point
From the summary point of view of China’s major securities companies, most institutions are optimistic about the layout opportunities of auto stocks boosted by the expectation of resumption of work and production.
China International Capital Corporation Limited(601995) said that Changchun and Shanghai promoted the resumption of work and production, which was good for the valuation and repair of the auto zero industry chain. We believe that excellent companies are expected to make up their orders after the end of the epidemic through excellent resumption of work and production control and excellent quality control, so as to achieve performance and valuation repair. However, the whole process still depends on whether the epidemic can be fully controlled.
With a focus on the return to work and return to work: 1) the core beneficiary of the return to work is the subject of the following: ‘ Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) , Shanghai Daimay Automotive Interior Co.Ltd(603730) , Ningbo Jifeng Auto Parts Co.Ltd(603997) , Ningbo Xusheng Auto Technology Co.Ltd(603305) , Jiangsu Pacific Precision Forging Co.Ltd(300258) ; 2) Head independent vehicle and new power vehicle enterprises: Xiaopeng, ideal, Weilai, great wall, Chang’an and Geely; 3) Electric Intelligence: Shinry Technologies Co.Ltd(300745) , longitude and latitude Hengrun (not covered), etc; 4) Parts and components: Tianrun Industry Technology Co.Ltd(002283) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Huada Automotive Technology Corp.Ltd(603358) (not covered); 5) Power exchange equipment: Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Shandong Weida Machinery Co.Ltd(002026) ; 6) Motor: Wuxi Longsheng Technology Co.Ltd(300680) , Tongling Jingda Special Magnet Wire Co.Ltd(600577) (uncovered), Jee Technology Co.Ltd(688162) ; 7) Heavy truck: Weichai Power Co.Ltd(000338) a / h, Sinotruk Jinan Truck Co.Ltd(000951) a / h, Weifu High-Technology Group Co.Ltd(000581) , Aofu Environmental Technology Co.Ltd(688021) (not covered); 8) Dealers: Zhongsheng holding, Meidong automobile (not covered); 9) Two wheeled vehicle: Yadi holding, Aima Technology Group Co.Ltd(603529) etc.
Minsheng Securities Research Report shows that the sales volume of new energy vehicles in March was 484000, with a year-on-year increase of + 114.1% / month on month increase of + 43.9%. Auto enterprises in Shanghai are steadily promoting the resumption plan. The pent up demand during the epidemic will be released one after another after returning to work, and the recovery of a new round of automobile cycle in 2022h2 will be more certain. The leading companies of chassis by wire Anhui Zhongding Sealing Parts Co.Ltd(000887) Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) and Ningbo Tuopu Group Co.Ltd(601689) are recommended in the parts sector. It is recommended to pay attention to the companies related to the industrial chain Shanghai Baolong Automotive Corporation(603197) Bethel Automotive Safety Systems Co.Ltd(603596) .
Guotai Junan Securities Co.Ltd(601211) said that the marginal improvement means that the position of the bottom of the sector is more clear. For high-quality targets, it is a good opportunity to participate. The short-term relative income comes from the performance certainty, which is to be found in the companies with strong certainty in Q4 in 2021; The medium-term dimension of automotive intelligence is still the most deterministic track, and following the market adjustment is a good opportunity.
Cinda Securities believes that at the current time point, the new energy vehicle sector has ushered in a better configuration time point. It is suggested to actively pay attention to the batteries, diaphragms, negative electrodes and high nickel positive electrodes benefiting from 4680 batteries in the sector. The recommended standard is the following of the following: followingthe following of the following: Ningbo Shanshan Co.Ltd(600884) ;, Shenzhen Dynanonic Co.Ltd(300769) , Farasis Energy (Gan Zhou) Co.Ltd(688567) .
