According to the recent institutional research report, summarize the investment points of related industries for your reference:
Automobile industryIn the first three quarters of 2023, the central and local governments issued a new round of policy combination boxing, such as new energy going to the countryside and automobile consumption and shopping festival activities, to further enhance market activity, promote the sustained release of potential purchasing power, and drive the order growth of the upstream parts industry. The domestic macro-economy has picked up moderately, and the logistics industry has stabilized and rebounded to drive the growth of truck sales. Under the favorable background of many parties,Automobile industryIn the first three quarters of 2023, the prosperity continued to pick up, and it is expected to continue until 2024.
Automobile exit endThe performance is bright, and the high growth tone of the new energy industry remains unchanged. Relying on the advantages of domestic automobile industry chain and the brand strength of continuous improvement,Automobile industryOutstanding performance at the export end is expected to become a new round of growth points. At present, the domestic economy is picking up moderately, the export end has entered the stage of heavy volume, and the new energy industry is booming. It is estimated that the automobile sales volume will reach 29.88 million in 2024, an increase of about 3% year-on-year. The sales volume of new energy vehicles was about 11.5 million, up about 25% year-on-year.
The second half of the electric car has arrived., intelligent network development into the fast lane. Since 2023, relevant policies for intelligent networked vehicles have been frequent, which is expected to catalyze the research and development and landing process of domestic high-level intelligent driving. Intelligent driving covers multi-field collaboration, and the industrial chain has ushered in rapid development. With the pilot work of L3 and L4 automatic driving gradually carried out in China, Tesla FSD with advanced intelligent assisted driving is expected to accelerate its entry into the China market.
HuaweiEmpowering the intelligent development of automobiles, the supporting industrial chain may usher in a revaluation. Huawei relies on the leading technology and channel advantages accumulated in the ICT and consumer electronics fields for many years to empowerAutomobile industryThe field of smart travel. The sales volume of Wenjie series is hot, reflecting consumers’ recognition of Huawei’s added value, and Huawei’s automobile related supporting industrial chain may usher in a revaluation.
capital proposals: It is suggested to pay attention to the main engine plants with bright performance at the export end of new energy.
Hexun self-selected stock writer
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