7 consecutive boards! 5 consecutive boards! Auto industry chain explodes again Electric smart line continues to be hot Can the track legend continue?

[7 consecutive boards! 5 consecutive boards! The auto industry chain exploded again, and the electric smart line continues to be hot. Today (August 1), the automotive industry chain exploded again, new energy vehicles, auto parts, auto vehicles and other sectors are up in front of the board, and many stocks in the board to advance to the board. Among them, Xiangyang Automobile Bearing Co.Ltd(000678) was 7 consecutive board, become the highest standard of the two markets, Xiamen Sunrise Wheel Group Co.Ltd(002593) was 5 consecutive board, Jiangsu Riying Electronics Co.Ltd(603286) , Tianshan Aluminum Group Co.Ltd(002532) , often run shares were 2 consecutive board, Changzhou Nrb Corporation(002708) was 3 days 2 board.

Today (August 1), the automotive industry chain exploded again, new energy vehicles, auto parts, auto parts and components, such as sector are up in front, and many stocks in the sector to advance to the board. Among them, Xiangyang Automobile Bearing Co.Ltd(000678) was 7 consecutive board, become the highest standard of the two markets, Xiamen Sunrise Wheel Group Co.Ltd(002593) was 5 consecutive board, Jiangsu Riying Electronics Co.Ltd(603286) , Tianshan Aluminum Group Co.Ltd(002532) , Chang Run shares were 2 consecutive board, Changzhou Nrb Corporation(002708) was 3 days 2 board.

Note:Today’s automotive industry chain each sector collective outbreak (as of the close of business on August 1)

Policy favorable continued, the automotive chain remains strongNews, the State Council executive meeting recently pointed out that, in addition to individual areas, the purchase limit areas to gradually increase the number of incremental car indicators, relaxing the eligibility restrictions for car buyers. Open up the used car circulation blockage. Renew the policy of exemption from the purchase tax of new energy vehicles. At the same time, Guo Shougang, deputy director of the Department of Equipment Industry of the Ministry of Industry and Information Technology, said that the Ministry of Industry and Information Technology will strengthen strategic planning and work together, adhere to the single vehicle intelligence plus network connectivity-enabled vehicle road cloud integration path to promote the high-quality development of intelligent network-connected vehicles. In addition, Shanghai will also introduce special consumption promotion policies for automobiles, home appliances and other fields.

By the policy side of the good continued to boost, auto-related sectors today again erupted, which, auto parts and new energy automotive stocks set off a wave of stops, each of more than ten concept stocks sealed board up, and more than one stock to promote the two cities high standard. As of today’s close, the two cities 3 consecutive board and above the height of the board shares a total of 11, of which, steam zero concept shares up to 4, accounting for more than 30%, and monopolize the current board height of the top two (7 consecutive board Xiangyang Automobile Bearing Co.Ltd(000678) , 5 consecutive board Xiamen Sunrise Wheel Group Co.Ltd(002593) ).

Dongguan securities pointed out that after the epidemic, the auto industry to maintain stable production measures have been effective, production has returned to the normal track, coupled with the central / local intensive introduction of various auto consumption stimulus policy is stronger, bringing the incremental effect began to appear, the last two months of auto production and sales were marginal improvement trend. The auto industry as an important grip of the annual steady growth, stimulus policies will hedge the impact of the April Shanghai epidemic on the auto industry, the second half of the year to welcome the recovery of growth, the overall growth rate will be better than the first half. Review of history, the past two rounds of auto consumption stimulus policies are driven by the auto index continued to outperform the broader market.

Electric intelligence becomes the key, the track outlook divergenceAfter experiencing continuous rise in May and June, the automotive sector in July apparently the momentum of the temporary break, the whole month basically continued to shock trend, but the auto parts sector in July only half a month off, and in mid-July began to strengthen again, as of today’s close, the sector index nearly 14 trading days accumulated rose nearly 19.4%. Auto zero sector beat the whole car, an analysis pointed out that, due to the current car electrification, intelligent become mainstream, in order to find new selling points, car companies for the relevant parts put forward higher requirements, the whole car “inside volume” or will accelerate the parts “arms race”.

The prospect of new energy track, the market has also produced a divergence, some analysis that the industry’s current valuation has been high, be wary of the risk of overcrowding transactions. However, there are institutions still expressed firm bearish, Zheshang Securities Co.Ltd(601878) pointed out that, standing at the current point in time, still firm bearish sector, July sales by seasonal and other factors but the industry boom did not weaken, Q3 growth rate for the year’s highest, August from the heavyweight new cars listed delivery, the industry boom will continue to strengthen. Everbright Securities Company Limited(601788) then that the automotive sector may continue the high level of oscillation pattern, with the announcement of the half-yearly performance forecast of car companies, the sector has switched to the sales / performance cash stage.

At present, among the various segments of the automotive chain, the integrated die-casting and thermal management sub-sector has become the most favored by the recent market capital. Everbright Securities Company Limited(601788) pointed out that it is recommended to continue to focus on the Tesla supply chain and lightweight, intelligent cockpit, chassis control, thermal management sub-segment related listed companies. Individual stocks, focusing on the following recommendations.

Fuyao Glass Industry Group Co.Ltd(600660) (canopy glass), the

Bethel Automotive Safety Systems Co.Ltd(603596) (Line control motion); Suggested concerns.

Ningbo Tuopu Group Co.Ltd(601689) (Lightweight + Tesla supply chain), the

Ningbo Xusheng Auto Technology Co.Ltd(603305) (Lightweight + Tesla supply chain), Wencan Group Co.Ltd(603348) (lightweighting), Guangdong Hongtu Technology (Holdings) Co.Ltd(002101) (Lightweight), Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) (Thermal Management + Tesla Supply Chain), Zhejiang Yinlun Machinery Co.Ltd(002126) (Thermal Management).