Automotive and auto parts industry structure opportunities are exciting

December 04, 2022

In 2013, the auto industry has a cyclical upward trend and there are numerous investment opportunities. However, with the weak upward momentum of the cycle, in 2014, the industry will retreat from a high level with a high probability of growth. Under the background of the lack of opportunities for auto investment and the lack of opportunity in the industry, simple thinking will pursue structural opportunities. Big Logic is looking for opportunities in segmentation opportunities or company opportunities that can filter automotive cycle fluctuations. Our answer is yes, and it's all wonderful. From the perspective of subdivided sectors, we believe that clean diesel engines in the commercial vehicle sector and new energy bus opportunities in the automotive electrification sector will be more concentrated in the passenger vehicle sector at the company level.

Passenger car: steady growth, strong growth.

Steady growth as a whole, grasping opportunities for strong growth. 1) In 2014, the transition period from the upturn to the downturn was stable, but the overall stable growth of the industry is still the main tone. 2) In terms of industry structure, due to product exploration, channel sinking, and consumer upgrades, it is optimistic about joint venture brand development opportunities. 2) In the area of segmentation, it is still optimistic about the opportunities for high-growth SUV segmentation, but it is expected that the model preferences will show a trend of diversification. 3) The focus of the recommendation of the product cycle up, outstanding competitiveness: Jiangling Motors, Guangzhou Automobile Group, Changan Automobile.

Commercial Vehicles: Clean diesel, cycle through.

Keep up with the opportunity to cross the cycle with clean diesel technology. 1) Demand for the heavy truck industry will also be in the balance of prosperity and decline in 2014. Under the support of the exchange demand, the overall situation is relatively flat. 2) The source of core demand in 2014 is still the demand for redemption resulting from the redemption cycle. 3) In 2014, the implementation of the Fourth National Standard for Commercial Vehicles will bring about the development of clean diesel technology. The focus will be on the investment opportunities of the strongest players in this field, Weifu Hi-Tech and the rising star Silver Wheel.

New Energy: Electrification, early show.

New energy vehicles have entered a period of initial growth and usher in a sustainable opportunity. 1) The dual factors of policy and supply have promoted the launch of new energy. 2) Drawing on the West, China's new energy vehicles will enter the fast lane in 2014. 3) New energy automobile passenger cars will go first. This area will debut the new energy bus market and recommend Yutong buses. 4) Secondly, optimistic about the market opportunities for hybrid power (including plug-in type) can be concerned about the progress of GAC Group.

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Author:

Mr. Liu Keda

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