Newsletter summary
Shanghai and Shenzhen 300 are up 1% this week.Wamgamecrypto.89%, the automobile sector rose 0.13%, and the subdivision of the plate was mixed. Ideal L6 appears on the market, the added program model expands to 20-300000 yuan price band, and the 72-hour order exceeds 10,000. A number of new models will be unveiled at the Beijing Auto Show, involving brands such as BYD, Geely and Changan. Investment advice focuses on vehicle and parts companies, and risk tips include sales volume, cost and policy changes.
Text of news flash
[the automotive sector as a whole rose 0.13% this week, ranking 12th among 31 industries.] after Shanghai and Shenzhen 300 rose 1.89% last week, the automotive sector as a whole rose 0.13% this week, ranking 12th among 31 industries. The vehicle integrated sub-sector showed a slight decline, with passenger cars, commercial trucks and commercial passenger vehicles changing by-0.76% and 1.28% and 2.86%, respectively. The subdivision of auto parts varies, with body accessories and accessories, chassis and engine systems, tire wheels, other auto parts, and automotive electronic and electrical system subplates changing by 1.25%,-1.07%, 5.65%,-1.45% and-0.95%, respectively.
Ideal L6 is officially on the market, with an expansion of 20-300000 yuan. The new models L6 Pro and L6 Max are priced at 249800 yuan and 279800 yuan respectively, and are expected to be delivered in late April. The cumulative order volume of the ideal L6 exceeded 10,000 units within 72 hours on the market. In terms of functional configuration, the new model is equipped with Qualcomm Snapdragon 8295p chip, HUD, Nappa leather seats and other luxury configurations and dual NVIDIA Orin-X chips, lidar and other intelligent driving configuration, which is different from the ideal L7 and L8, mainly pushing family cars. Ideal car also launched the ideal Mega this year to further expand the pure electric platform product line and continue to expand in the added model price range.
At a time when the Beijing Auto Show is about to be held, many independent brands and new forces of new energy vehicles will show their new models, including BYD Qin L / Seal 06 / Sea Lion 07 EV, Geely Galaxy E5, Changan Qiyuan E07, Deep Blue G318, Jiyue 07, Zero run C16, etc., while the pre-sale stageWamgamecryptoStar era ET, Zhiji L6 and other models will be officially on the market. Xiaopeng Automobile will announce its new brand plan, which will be targeted at a market of 10-150000 yuan.
Joint venture and luxury brands also continue to make efforts in the field of new energy vehicles, such as Mercedes-Benz EQG, BMW i4, MINI ACEMAN, Changan Mazda's first new energy vehicle and so on. Audi Q6L e-tron, Porsche Macan EV, Volkswagen's first Anhui model ID.UNYX and three new models of Honda's new electric brand Ye S7, Ye P7 and Ye GTCONCEPT will also be unveiled at the auto show.
[investment suggestion] from the point of view of vehicle model increment and electric intelligent transformation, it is suggested to pay attention to the target of the whole vehicle, including Changan Automobile, ideal Automobile and Geely Automobile. In addition, focus on the flexible parts supply chains such as Xiaomi, Huawei and ideal, as well as the key targets of mainframe factories such as on-line chassis, domain controllers, air suspensions, car seats, lightweight and so on. For example, Top Group, Bethel, Cobda, Polon Technology, Jifeng Co., Aikodi and so on.
[risk Tip] investors should pay attention to potential risks such as lower-than-expected car sales, fluctuations in raw material costs and changes in industry policies.
