It's just three things, and that's the case![Important].· In the 50th week, auto stocks struggled to end the "three consecutive declines", and the average stock price closed up 001%, and the total market capitalization dropped to 576 trillion yuan;
· New energy & intelligence is the only ** sector, down 251%；
· The passenger car, commercial vehicle and dealer sectors closed higher. 26% and 139%；
· The parts sector is the strongest,**2.98%。The time has come to mid-December, and there are two more trading weeks, and 2023 is coming to an end, which is destined for the capital marketTwists and turnsof the year. **, the Shanghai Composite Index briefly returned3000 points, but as of December 15**, the weekly shrinkage still closed down 091%, newspaper2942.56 points；At the same time, the Shenzhen Component Index closed down 176%, only the Hang Seng Index closed up 28%。
Although the current valuation of A-shares is at a historical low, a number of first-tier private equity firms have recently believed that the market at the end of the yearDownside risks are limited, many industry tracks at the end of the year "eat" can still be expected;There are also institutions that have expressed their interest in A-shares next yearSpring**of anticipation. It is reassuring that in the 50th trading week, by virtue ofSlightly up 001%, auto stocks finally ended a three-week streak** trend. This week,"Auto**".Among the 81 auto stocks on the record, the number of ** has expanded to33 pcs, accounting for 40%, **47, Wuling Motors' share price was flat. Judging from the overall list, Meidong AutomobileAn increase of more than 20%., ranked first on the list;Dongan Power toThe gains followed, while Evergrande Automobile and Guanghui Baoxin both rose more；Most of the rest are red** within 5%.
In terms of decline, the leader of the decline is still from the dealer sector, and Harmony Auto closedDown 1803%, and the only one with a drop of more than 10%**;In addition, Shanshan shares and Guoxuan Hi-Tech in the new energy & intelligent sector fell by more than 8%, ranking among the top three decliners. Below,"Auto**".The ** in the statistics is divided into five major sections and analyzed one by one.
Passenger cars
Evergrande Automobile rarely led the gains
Xiaopeng was Ali**
In week 50, the passenger car segment is still ".Green, fat, red, thinThere are only 9 floating red**, less than half of them.
Among them, Evergrande Automobile**leading, which has a lot to do with the low base of its stock price. The stock refreshed the lowest 0 in nearly 52 weeks intraday on the 11thHK$26 shares, followed by 3 consecutive trading days. On the message side,Hengchi 5The launch of the double 12 time-limited car purchase policy, the intensity is very large, but the problem is that consumers are already concerned about Evergrande Automobile, which is in a financial crisis, and may not dare to buy it at all!Think about the once fried700 billionEvergrande Automobile, now the market value is only leftMore than 3 billionThe madness of the capital markets is daunting. Therefore, Evergrande Automobile's leading rally in this period is still regarded as an accidental event. CialiswithNIOThe performance is still strong, ranking in the top three in the sector. Among them, Cialis **886%, NIO's U.S. stocks and H shares are **813% and 718%。On December 14, Cialis said that its controlling shareholder "Xiaokang Holdings" planned to terminate the pledge20.09 millionshares, accounting for the number of shares held, accounting for the total share capital of the company。Unstaking is often seen as a positive sign that the listed company's financial position may improve or the risk may be mitigated. For NIO, there is nothing more important than the head of the companyLi BinLong "platform".
December 14thnio dayIn the previous communication meeting, Li Bin stood for more than 2 hours to answer the market's concernsMore than 140including the layout logic of NIO in terms of battery swapping, products, technology, and strategy. He reiterated the importance of NIO's battery swap system, and introduced that in the future, the second brand will be oriented to the mass market of families, hoping to achieve a single monthly sales of 50,000 or 60,000 units. "Now there is no rush (listing), let the market roll up first, weFinally, let's flip the table。When everyone is exhausted, we will go in again, otherwise there will be no splash in the price reduction now. Li Bin said. It's still the usual optimism, but hopefully it's not blind this time. Just like saying before, "Why do people still buy gasoline cars now", aren't you slapped in the face by reality and apologize publicly?Li Bin said that looking back on the development process of NIO, what the company has not done well is the insufficient estimation of external risks and the risks of the company's operation. The biggest lesson for NIO this year is:Sales capacity building is lagging behindleads to intentThere is a massive loss of orders
Li Bin believes that in 2024, there will be no product switching to disrupt the sales rhythm, "On the whole, we believe,"2024 is better than 2023 for NIO”。I hope it can be as Qin Lihong, president of NIO, wishes," he saidNIO has reached the bottom, and every step in the future is upward. Let's look down again, this issue of Haima Automobile**At the bottom, Xpeng Motors' U.S. stocks, SAIC and GAC fell more than 4%. The current Haima car will still chooseSell your house to save yourself, developmentHydrogen fuel cell vehiclesIt is also a long road, and the "straw" that this car brand that is facing the marginalization of the market may only have policy dividends left, and it is a desperate gamble on hydrogen fuel. Xpeng MotorsU.S. stocks mainly fell 7 on the 15th54%, or withAlibaba**Relate. On December 15, the U.S. ** Exchange Commission announced that Alibaba's ** China plans to sell25 millionShares of Xpeng Motors ADR, the total value is about3.9.1 billionUS dollar (about RMB 27.)800 million yuan);Alibaba's stake in Xpeng Motors will increase from 102% down
Alibaba said that some of the shares of Xpeng Motors are for its own capital management goals, and believes in the prospects of Xpeng MotorsAnd Xpeng Motors also said, "Ali** is implementing the strategy of realizing investment and returning shareholders to the outside world in its third quarterly report, not because of the change in perception of Xpeng." Even if the two sides came out to clarify, there still seemed to be a bit of "no silver three hundred taels here". On the whole, the passenger car sector is shrinking the area of green, and the recovery is difficult but not stopped.
Dealers
Meidong Automobile & Harmony Automobile
"**Double Heavens".
In the 50th week, there were 6 dealers and 4 dealers.
Among them, Meidong Motor stood out with 20The 46% increase led the sector and the overall list, reversing the situation of being at the bottom for two consecutive weeks;The stock rose by more than 13% on the 11th and 15th trading days. With the rise of domestic high-end new energy brands, traditional luxury car brands are facing unprecedented challenges, and for luxury car dealers, it is even worse, and some brands have been cutting the number of **, such as the Porsche brand. Recently, Porsche China CEO Ke Shimai saidHigh-end market demand has indeed weakened, but will not pursue sales. It is reported that due toToo much inventoryThe discount has been expandedThe brand had to put the ** volume from the beginning of the year9.60,000 vehiclesCut to June80,000 unitsto help stabilize**. The Porsche brand may further increase the volume of the Chinese market in 2024It was reduced to 780,000 units. The share price of Meidong Automobile, which operates the Porsche brand, has increased significantly, which may also be affected by this news.
The reduction of some brands, as well as subsidies, help dealers to maintainProfitability, which is not a good thing;On the other hand, Meidong Motor is also therePositive transformationIt just takes time and process to continue to enter the new energy vehicle market. Separately, last week, Fidelity International (Pandanus Associates Incwith fidelity fundsOverweight, or pushed up its share price. On the other hand, Harmony Auto was not so lucky, not only fell the most, but also refreshed nearly in the week52 weeks minimum 0HK$48 shares。However, on the whole, it is not easy for the auto dealer group sector to turn red from all green in the previous period to most of the current period.
New energy > intelligence
The "lithium industry duo" converges the light
Many shares refreshed new annual lows
Week 50, New Energy & Intelligent Sector WeeklyClosed down 251%, is the only ** plate. Among them, only 4 were ***, and the remaining 19 were all weakened.
Among them, Desay SV **424%, Ganfeng Lithium H shares**373%, Lixun Precision**272%, Tianqi Lithium H shares**138%。On the message side,Desay SVA number of patents have been obtained within the weekIn addition, Desay SV has also obtained the field of intelligent manufacturing at the national levelHighest certification——Intelligent Manufacturing Capability Maturity (CMMM) Level 4 Certification. "Lithium industry duo".The light has converged for the time being, and the gains have been relatively limited. Lithium carbonate**Recently, there has been a certain **, but Zhang Weixin, an analyst at China Securities Construction Investment, said that the current ** is moreIt's technical**, not a reversal, the upside is more limited, 2024Excess supply and demand is a high probabilityEvent. China Merchants also believes that from 23Q4 to 24Q2, lithium mines will continue to turn into surplus, and the demand side power and energy storage will be before the Spring Festival next yearIt is difficult to see a noticeable improvementThe inventory structure shows that the absolute level of upstream ore and salt inventories is relatively high and still existsDump goods, depot pressure。The first delivery of lithium carbonate** is imminent, and the Guangzhou Futures Exchange has recently issued continuous regulatory measures to ensure the smooth delivery.
In terms of decline, Shanshan shares and Guoxuan Hi-Tech both fell by more than 8%, leading the decline;In addition, the decline of Enjie, EVE and CATL also exceeded 5%. Among them, Shanshan shares refreshed the lowest 12 in nearly 52 weeks on the 15th$39 shares. On the news side, Shanshan shares recently disclosed a foreign investment announcement, the investment target is Shanjin Optoelectronics (Yangzhou) ** high-end display polarizer production line project, the total planned investment does not exceed 6 billion yuan, the project will be conducive to the company to improve the polarizer business product layout. Coincidentally, Guoxuan Hi-Tech, Enjie, EVE and CATL all refreshed the lowest in nearly 52 weeks, and the cold was chilling. 04 Parts
Dong'an, it's still that Dong'an
In the 50th week, the performance of the parts sector was the most dazzlingDongan Powerto19.55% increaseRanked first, as of 15**1822 yuan shares, once a limit in the week.
Although he has repeatedly said that the cooperation between Changan Automobile and Huawei has nothing to do with him, it has been rising, and perhaps only metaphysics can explain it. In terms of decline, FAW Fuwei **439% at the bottom, universal money tide**112%, Huayu Automobile**090%, is the only 3**of**. On the whole, the temporary leader of the parts sector is still Dongan Power;Compared to week 49, the overall situation is picking up. 05 Commercial vehicles
Hanma Technology went from leading the rise to leading the fall
In the 50th week, there were 7 stocks in the commercial vehicle sector and 5 stocks in Wuling Motors, which were flat for a week.
Among them, King Long Automobile **943%, the highest increase, Yaxing Bus and Ankai Bus each **328% and 143%, and the rest of the *** increases are within 1%. King Long Automobile's daily limit on the 12th successfully boosted its weekly stock price higher. On the same day, King Long Automobile announced that its subsidiaries received a total of 2023 from October 1 to December 11, 2023**Subsidy 21.6 billionyuan, which will be included in the current profit and loss in 2023, will have a positive impact on the company's profit in 2023. "Trouble-ridden".Yaxing busThe sales volume in November was disclosed, but no matter from the perspective of single month or cumulative sales, Yaxing Bus declined year-on-year.
**Yaxing Bus Announcement
Recently, there have been investors toAnkai BusQuestion, can the in-depth cooperation between JAC and Huawei for 10 years be beneficial to Ankai?What business does Ankai mainly undertake for Huawei and JAC?In this regard, Ankai Bus only said that both parties were thereThe business aspects are independent of each otherThere are no other cooperation plans. It is worth mentioningHanma Technology, from the leader in week 49 to the bottom in week 50, the change is the most significant. end
views of autoskline
On the whole, compared with the 49th week, in the 50th week, except for the new energy & intelligent sector, the remaining four major sectors all showed an increase in the number of new energy & intelligent sectors, and the average stock price of the sector stopped falling and rebounded, and I hope this trend can be maintained.
Similarly, the "dark horse" of this issue is unexpected, the so-called feng shui takes turns, this magical **ah, see you next week!Attached: "2023 Week 50 Stock Price Rise and Fall List".
The text is the original of [Auto**], part of it is on the Internet, and the copyright belongs to the original author. This article, without authorization, shall not be **, offenders will be investigated. At the same time, the content of the article does not constitute investment advice to anyone!**High risk, investment needs to be cautious!