The second wave of steady growth--auto parts industry
Release time：
2022-04-23
The automobile is the pillar industry of the national economy second only to the real estate industry. It is also an important part of the real economy. It can not only stimulate employment, but also drive the development of related industries. device”. Statistics show that every 1 yuan of value added by the automobile manufacturing industry can drive the value-added of upstream and downstream related industries by 2.64 yuan. At present, the number of employed people in China's auto industry and related industries has exceeded 40 million, accounting for about 12% of the national urban labor force, and the tax generated also accounts for more than 10%. In the face of such an important industry, we should use strategic thinking to grasp and boost the consumption expectations of the automobile market from an overall and long-term perspective, so as to promote the healthy and sustainable development of the industry.
(1) In the first quarter gdp report, by product, the output of new energy vehicles, solar cells, and industrial robots increased by 140.8%, 24.3%, and 10.2%, respectively. In March, the added value of industrial enterprises above designated size increased by 5.0% year-on-year and 0.39% month-on-month.
The current logic is to find auto parts companies with new energy vehicles as the leading increment;
In March 2022, the terminal sales of domestic new energy passenger vehicles (insured) reached 444,537 units, a year-on-year increase of 136.5% and a month-on-month increase of 80.6;
(2) Find a Tesla-based spare parts company
In March, Tesla's wholesale sales in March were 65,814 vehicles, an increase of 85% year-on-year;
(3) Xusheng Shares
The largest customer of Xusheng shares is Tesla, accounting for 39%;
Forty percent of foreign income;
I am currently optimistic about this company, with a valuation of more than 30 times. Last year, the revenue rose by 80%. Because of the increase in aluminum prices and the 40% increase in export freight prices, the profit only increased by more than 20%;
But the construction project is 1.2 billion, and the expansion is very rapid;
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