It is expected that the growth rate of the passenger vehicle industry in October is expected to rebound. Continuing to pay attention to the relative benefits of the Autonomous Region, the American Department, and the German-owned car companies during the Diaoyu Islands incident; the relative benefits of the listed companies such as SAIC and Changan; and avoiding Japanese cars and Japanese car-related parts and components companies in the short term. It is recommended to pay attention to the company whose market value is higher than the value of Xiaohui's reorganization and merger. Continuing to focus on the sales growth of Dazhong Coaches in October and November. It is expected that the postponed demand will be released in November and December. The sales growth of leading coaches of large and medium-sized coaches in the fourth quarter is still expected to be better than the market expectation and continue to recommend Yutong buses. We still recommend that investors pay attention to leading coach companies and high-quality passenger cars and parts and components companies, as well as companies with M&A value. The Yutong Coaches (600,066, buy-in) are still the first choice in coaches; Changan Automobiles (000625, Buy), SAIC (600104, Buy), Huayu Automotive (600741, Buy), Fine Forging Technology (300258, Buy), Great Wall Motor (601633, increased holdings); companies with reorganization and acquisition value, such as Jianghuai Automobile (600418, holdings of increase), Jinlong Automobile (600686, increase in holdings). K Series Shape Molding Machine Eps Foam Box Machine,Thermocol Box Machine,Eps Decoration Product Machine,High Configuration Eps Machine Zhejiang Huasheng Machinery Equipment Co.,Ltd , https://www.hsfoammachine.com
City Chi last week: Last week, the auto parts segment rose 3.42%, auto parts rose 2.88%, the Shanghai Composite Index rose 2.46%, the auto vehicle outperformed the broader market by 0.96%, auto parts outperformed the market by 0.42%. Individual stocks: Jinlong Motors, Great Wall Motors, and Changan Automobile performed well.
Last week's key report: Three quarterly news report: Huayu Automobile, Jiangling Motors, Jinlong Automobile, Weichai Power, Weifu Hi-Tech, FAW Car, Changan Automobile, GAC, JAC, SAIC, Foton Motors Last week Industry News: Japanese The car companies may start the second round of production cuts, and the Beijing Private Buy Electric Vehicles Exemption from Solicitation of Collection of Comments, China's 1300 car companies are faced with difficulties in the integration of state-owned enterprises, last week's key company announcements: Yutong Bus: 2012 10 The monthly production and sales data report Changan Ford Mazda Engine Co., Ltd. will not be split. FAW-Volkswagen will start production within two years after the construction of Hohhot. The cumulative global sales volume of Honda hybrid vehicles exceeded 1 million units. Key company valuations and industry data risk tips: The continued decline in the economy will affect demand growth; price reductions will affect corporate profits.