The automobile industry's 200 billion yuan red envelope strikes!17 stock daily limit, institution: over -equipped car+components

Wen | Yao Yao

The good news of the car sector is here again! On June 22, the executive meeting of the State Council determined to increase the consumption support policy. The meeting pointed out that it is necessary to further release the potential of car consumption: First, the active used car market is active to promote car update consumption. The second is to support new energy vehicle consumption. The third is to improve the parallel import policy, orderly developing automotive financial leasing, and supporting the construction of parking lots. Policy implementation predictions will increase car and related consumption of about 200 billion yuan this year. With this good news boosted, as of the close at 11:30 on June 23, the index of the automobile industry rose by 4.59%, and the significant winning the Shanghai Stock Exchange Index (increased by 0.58%). A total of 213 stocks in the sector rose, accounting for 86.23%of the 247 stocks of all automobile sectors. In terms of individual stocks, Kailong Hi -Tech, Ankai Bus, Songzhi Co., Ltd., Su Changchai A, and Helai Technology, including 17 stocks, lined up the daily limit. In response, Long Yan, chairman of Jinding Assets, told the "Securities Daily" reporter: "With the resumption of work in the automotive industry chain in Shanghai, the executive meeting of the State Council will increase the introduction of automotive consumption support policies and the policy of" automobiles to the countryside '. The fundamentals are entering the comprehensive recovery trend channel, and it has become a popular track in the A -share market. "Wu Qihong, chief researcher of Guangzhou Bandung Securities Consulting Co., Ltd., told the Securities Daily reporter:" The automobile industry, especially new energy vehicles and cars The parts sector is of strategic significance for my country's economic development and will maintain high prosperity for a long time. Auto consumption is an important area for consumption recovery. Since April There are endless layers. In the long run, new energy vehicles and component sectors still have room for continuous performance. "In addition to the favorable policies, the" Securities Daily "reporter combed 247 stocks in the automotive industry from the perspective of performance, market performance and institutional holding. It is found that three features are worthy of investor attention. First of all, the performance is remarkable. Among the automotive industry companies, a total of 142 companies in the first quarter of 2022 increased year -on -year growth, accounting for 57.49%. It is worth noting that among all automotive industry companies, a total of 74 companies' operating income and net profit have achieved "dual growth", accounting for nearly 30 %. Among them, the net profit of companies such as Yinglou, Tianqi Model, Changan Automobile, Junda, and Yueling Co., Ltd. increased the top five year -on -year. In the first quarter of 2022, net profit increased by more than 300%year -on -year. Secondly, 60 stocks were held by the institution. In the automotive industry company, as of the end of the first quarter of 2022, a total of 60 companies in the top ten companies in the top ten companies appeared in the list of the top ten shareholders of the largest circulation shareholders, pension funds, insurance capital, or QFII, accounting for 24.29%. Among them, China Sinotruk, Jiyi Technology, and Coboya have also won two and above institutions. Finally, 41 companies were recommended by the organization. In the past 30 days, 41 automotive industry shares have been optimistic about rating such as "buy" or "increase holdings". Among them, three stocks including BYD, Great Wall Motors, GAC Group, etc. have been optimistic about or more than 10 times. Investment opportunities in the automotive industry. Liu Jixin, assistant to Rongzhi Investment Fund, a subsidiary of Rongzhi Investment Fund, told the reporter of the Securities Daily: "Although the automotive industry has rebounded significantly at present, if the car sales from June to July can maintain a high growth rate, it is still optimistic about The next performance of the car sector. It is recommended that investors choose the vehicle factory with good fundamentals and strong subsidies, and pay attention to various component companies that have been driven by the vehicle sales. "Zhejiang Shang Securities is also very optimistic about the future trend of the automobile industry. , Give the investment strategy of "grasping recovery, super -equipped car+components".

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