Attention this week (may 16-may 20): the resumption of work and production continues to advance, and the car market is improving
According to Xinhua news agency, on May 15, RO ro ships loaded with more than 4000 Tesla electric vehicles set out from Shanghai Nangang wharf to Belgium. This is the second batch of whole ship electric vehicles exported after the resumption of work and production of Tesla Shanghai Super factory. According to the report of Xinhua news agency, Saic Motor Corporation Limited(600104) introduced that it is expected that from late May, the resumption rate of spare parts supporting enterprises entering the “white list” of the first two batches of resumption of work and production in Shanghai will exceed 80% Saic Motor Corporation Limited(600104) ‘s complete vehicle enterprises are expected to gradually resume normal production in late May and strive to achieve the same level of production and sales in May as in the same period in 2021.
Market review: the industry outperformed the market, and about 85% of the individual equity closed up in the week (5.16-5.20)
(1) this week (may 16-may 20), the CSI 300 index rose by 2.23%, the gem index rose by 2.51%, and the auto sector rose by 4.46%, outperforming the market by 2.22 percentage points. Among them, the bus sector increased the most in the week, with a weekly increase of 11.36%.
(2) in terms of individual stocks, 163 companies in the auto sector closed higher this week (may 16-may 20), led by Zhongtong Bus Co.Ltd(000957) , Zhejiang Zomax Transmission Co.Ltd(603767) and Zhejiang Zomax Transmission Co.Ltd(603767) respectively. Among the sub sectors of new energy vehicles, Hengdian Group Dmegc Magnetics Co.Ltd(002056) led the rise with a weekly increase of 28.86%.
From May 9 to 15, the sales volume of wholesale and retail sales increased month on month, and Zhejiang Qianjiang Motorcycle Co.Ltd(000913) issued the additional issuance plan
(1) according to the Federation of passenger cars, from May 9 to 15, 230000 passenger cars were retailed, a year-on-year decrease of 22%, an increase of 3% compared with last week (may 2-8), an increase of 26% compared with the same period in April; The wholesale of passenger cars was 236000, a year-on-year decrease of 29%, an increase of 22% over last week (may 2-8), an increase of 47% over the same period in April.
(2) Zhejiang Qianjiang Motorcycle Co.Ltd(000913) issue additional issuance plan Zhejiang Qianjiang Motorcycle Co.Ltd(000913) the total amount of funds raised from the non-public offering of A-Shares shall not exceed 505 million yuan, which shall be used to supplement the working capital after deducting the issuance expenses. The object of non-public offering is Geely maijie Investment Co., Ltd.
(3) in terms of new vehicles on the market, there are unbounded pro, Audi q4e Tron, Audi a7l and other new vehicles on the market this week (5.16-5.20). Among them, unbounded Pro new car is on the market, and the selling price is 79900101900; Audi q4e Tron new car is on the market, with a price of 337000382500; Audi a7l new car comes on the market at a price of 4497777700.
Views of this week (5.16-5.20)
Affected by the epidemic situation in Jilin, Shanghai and other places, since March, the production of many vehicle factories such as North South Volkswagen, FAW Toyota, Tesla and Weilai has been disturbed to some extent. With the gradual weakening of the impact of the epidemic, the resumption of production of the automobile industry chain is advancing. With the acceleration of electrification and intelligence, the automotive industry has ushered in a long-term upward cycle. In terms of vehicle manufacturers, the beneficiaries include Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) , Chongqing Changan Automobile Company Limited(000625) , Geely Automobile, Guangzhou Automobile Group Co.Ltd(601238) , Saic Motor Corporation Limited(600104) as well as new forces Weilai automobile, Xiaopeng automobile, ideal automobile, etc. Among the parts and components that have been part of the parts and components that have benefited from the inclusion of parts and components, which include Wuxi Best Precision Machinery Co.Ltd(300580) , Huayu Automotive Systems Company Limited(600741) , Bethel Automotive Safety Systems Co.Ltd(603596) , Ningbo Tuopu Group Co.Ltd(601689) , Zhejiang Yinlun Machinery Co.Ltd(002126) , Ningbo Xusheng Auto Technology Co.Ltd(603305) , Jiangsu Xinquan Automotive Trim Co.Ltd(603179) Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) etc.
Risk tips
The macroeconomic recovery was less than expected, and the demand for automobiles at home and abroad was less than expected.
