Auto weekly: March will usher in the annual report intensive release, pay attention to the high growth and performance of the enterprise has a significant improvement

From:Aofeng    Date:2015-06-07    Views:721

March will usher in the annual report intensive release, pay attention to the high growth and performance of the enterprise has a significant improvement.

Recently, there are a number of auto and parts companies released 2014 annual results express, differentiation is still ongoing. March will usher in the intensive release of the annual report, it is recommended to actively focus on high growth and performance has a significant improvement in the enterprise.

Last week, the main raw material prices low oscillation, the rise in international crude oil prices lower after.

Last week, the automotive industry, the main raw material prices low oscillation, natural rubber and glass prices continue to rise. But overall, is still low, the automotive industry will continue to enjoy the advantage of low cost. In addition, last week, the international crude oil prices lower after the rise, Brent crude oil prices once again to break $60 / barrel.

Last week, the car plate slightly run the market.

Last week, the car plate slightly run the market. During the automobile sector rose by 1.03%, while the CSI 300 rose by 1.43% over the same period. All segments of the car sales and service sector in the car sales and service sector outperform the market, an increase of 4.68%.

Last week, passenger car segment, SAIC (+3.3%) rose; commercial vehicle plate, the dawn of shares (+ 10.4%) in the leading position; parts plate, Longji machines and Hejia (+16.0%) +10.2% rose larger; automobile sales and service sector, property in large (designated) led the gains.

Investment strategy.

China's auto market has entered a stable growth range, the next year, the probability of a small increase in sales of more than 10%, gradually entering the era of automotive market. Rely on sales of ultra expected investment opportunities in the past, more is a structural investment opportunities, energy saving, environmental protection, electronic, intelligent become the future development trend.

15 years, new energy, car networking, the reform of state-owned enterprises will continue to bring investment opportunities for the automotive industry, suggestions concerned about the long-term favorable policies for new energy vehicles brought structural investment opportunities, focus and new energy bus related quality enterprises. At the same time, automotive electronics enterprises and state-owned enterprises reform, mergers and reorganization is expected to enterprise.

Risk cue.

1, more cities to implement the purchase of motor vehicles;

2, the industry is not expected to reach a good policy;

3, infrastructure construction is not up to expectations;

4, the macroeconomic sharply down.

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