Auto parts are expected to become the main investment direction of the industry's next production cycle!
- Categories:Industry News
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- Time of issue:2021-04-30
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(Summary description)The auto industry is picking up, and auto parts companies have orders until the end of June. Which companies will break out? After three consecutive years of decline, China's auto market will finally return to positive growth in 2021, with new energy vehicle sales increasing significantly. The recovery of the automobile industry has also brought a large number of orders to related parts companies. An auto parts factory in Chongqing now has a daily production capacity of more than 1,000 units, and orders have been placed in June.
Among the track stocks, the callbacks of photovoltaics, lithium batteries, and wind power have all fallen to the vicinity of the annual line, which is indeed quite miserable! However, auto parts are relatively strong, and they stabilized after returning to the half-year line, and it was not so bad.
So what are the factors behind this? The main reason is that the increase in auto parts itself is not large, and the model is similar to the shovel industry. As long as new energy vehicles are developing, there will be a lot of room for growth!
Then, what about the next auto parts, we will analyze it from the perspective of industry logic and prosperity:
1. my country's automobile production and sales data ended the downward trend for three consecutive years. Before, due to the increase in prices of bulk, raw materials, and freight, the cost of the auto parts industry rose sharply. At the same time, the production and sales of the terminal passenger car market was under pressure due to lack of cores. This year The overall performance in the third quarter was poor. After entering the fourth quarter, automobile production and sales continued to recover.
2. The total sales volume in 2022 is expected to increase by about 5% year-on-year. According to estimates, the domestic sales of new energy vehicles this year will reach 5.5 million to 6 million! The data is considerable. The expectation of improvement in the downstream auto industry means that the auto parts sector is still highly prosperous.
3. With the advancement of the wave of intelligent electrification of automobiles, the industry order has been reshaped, and the next is the golden decade for the development of the automobile industry. The parts sector has ushered in opportunities, the traditional track continues to enjoy marginal improvements, and the new track provides sufficient performance.
4. The improvement in the supply of chips will bring about the demand for replenishment of the passenger car industry. In the future, with the recovery of the downstream economy, the industry will enter the replenishment cycle, and the industry replenishment will drive the revenue growth rate of the parts industry to rise. In addition, the cost of raw materials and freight has dropped, and auto parts are expected to become the main investment direction of the industry's next production cycle, and leading enterprises are expected to be born. Parts companies with greater operating leverage have greater flexibility in performance.
Auto parts are expected to become the main investment direction of the industry's next production cycle!
(Summary description)The auto industry is picking up, and auto parts companies have orders until the end of June. Which companies will break out? After three consecutive years of decline, China's auto market will finally return to positive growth in 2021, with new energy vehicle sales increasing significantly. The recovery of the automobile industry has also brought a large number of orders to related parts companies. An auto parts factory in Chongqing now has a daily production capacity of more than 1,000 units, and orders have been placed in June.
Among the track stocks, the callbacks of photovoltaics, lithium batteries, and wind power have all fallen to the vicinity of the annual line, which is indeed quite miserable! However, auto parts are relatively strong, and they stabilized after returning to the half-year line, and it was not so bad.
So what are the factors behind this? The main reason is that the increase in auto parts itself is not large, and the model is similar to the shovel industry. As long as new energy vehicles are developing, there will be a lot of room for growth!
Then, what about the next auto parts, we will analyze it from the perspective of industry logic and prosperity:
1. my country's automobile production and sales data ended the downward trend for three consecutive years. Before, due to the increase in prices of bulk, raw materials, and freight, the cost of the auto parts industry rose sharply. At the same time, the production and sales of the terminal passenger car market was under pressure due to lack of cores. This year The overall performance in the third quarter was poor. After entering the fourth quarter, automobile production and sales continued to recover.
2. The total sales volume in 2022 is expected to increase by about 5% year-on-year. According to estimates, the domestic sales of new energy vehicles this year will reach 5.5 million to 6 million! The data is considerable. The expectation of improvement in the downstream auto industry means that the auto parts sector is still highly prosperous.
3. With the advancement of the wave of intelligent electrification of automobiles, the industry order has been reshaped, and the next is the golden decade for the development of the automobile industry. The parts sector has ushered in opportunities, the traditional track continues to enjoy marginal improvements, and the new track provides sufficient performance.
4. The improvement in the supply of chips will bring about the demand for replenishment of the passenger car industry. In the future, with the recovery of the downstream economy, the industry will enter the replenishment cycle, and the industry replenishment will drive the revenue growth rate of the parts industry to rise. In addition, the cost of raw materials and freight has dropped, and auto parts are expected to become the main investment direction of the industry's next production cycle, and leading enterprises are expected to be born. Parts companies with greater operating leverage have greater flexibility in performance.
- Categories:Industry News
- Author:
- Origin:
- Time of issue:2021-04-30
- Views:0
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