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The auto parts sector has set off a rising tide, and the market will be more certain next year

Time of issue：2021-12-28

The auto parts sector continues to rise, and many individual stocks have a strong daily limit

The auto parts sector has been active repeatedly, with Huguang Co., Ltd., Junda Co., Ltd., Kabeiyi, Kaizhong Co., Ltd., Shanghai Yanpu Co., Ltd., Tianlong Co., Ltd., and Changshu Auto Decoration. Logically, the sales of new energy vehicles continued to rise this year, bringing growth to auto parts companies. In addition to the popularity of the auto market this year, next year will also be a period for domestic passenger car replacement, and auto sales will continue to grow. In addition, Tesla and other new car-making forces have brought technological innovation, creating new development opportunities for the industry chain, such as air suspension, CTC and integrated chassis technology innovation, lightweight and integrated die-casting, and 800V high-voltage system penetration rate improvement Bringing connector growth, etc.

Today's relatively strong Huguang Co., Ltd. is mainly engaged in the research and development, manufacturing and sales of automotive wiring harnesses. The main products include complete sets of wiring harnesses, engine wiring harnesses and other wiring harnesses. Wiring harnesses, body wiring harnesses, door wiring harnesses, roof wiring harnesses and tail wiring harnesses, etc., have the concept of auto parts, new energy vehicles, and Tesla. No matter from the support of the upper level, the prosperity, and the room for growth, there is a heat of hype.

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Analysis of China's automotive wiring harness market scale and competitive landscape, lightweight is the main tone of future development

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It is expected that the demand of the automobile industry will grow steadily next year, and the penetration rate of new energy will increase rapidly

It is expected that the demand of the automobile industry will grow steadily next year, and the penetration rate of new energy will increase rapidly

Looking forward to 2022, CICC expects steady growth in industry demand, rapid increase in the penetration rate of new energy, accelerated advancement of intelligence, and industrial transformation has arrived. Under the background of major changes, car companies and even the industry chain are facing subversion and reshaping. Rapid iteration of technology and product innovation is an important starting point, and it is also the core driving force for the explosion of company performance valuation. We suggest to continue to dig deeper into the structural growth track and individual stock opportunities. The current valuation is attractive under the continued high performance growth.
The auto parts sector has set off a rising tide, and the market will be more certain next year

The auto parts sector has set off a rising tide, and the market will be more certain next year

The auto parts sector has been active repeatedly, with Huguang Co., Ltd., Junda Co., Ltd., Kabeiyi, Kaizhong Co., Ltd., Shanghai Yanpu Co., Ltd., Tianlong Co., Ltd., and Changshu Auto Decoration. Logically, the sales of new energy vehicles continued to rise this year, bringing growth to auto parts companies. In addition to the popularity of the auto market this year, next year will also be a period for domestic passenger car replacement, and auto sales will continue to grow. In addition, Tesla and other new car-making forces have brought technological innovation, creating new development opportunities for the industry chain, such as air suspension, CTC and integrated chassis technology innovation, lightweight and integrated die-casting, and 800V high-voltage system penetration rate improvement Bringing connector growth, etc.
Analysis of China's automotive wiring harness market scale and competitive landscape, lightweight is the main tone of future development

Analysis of China's automotive wiring harness market scale and competitive landscape, lightweight is the main tone of future development

The automobile wiring harness is the main body of the automobile circuit. , mainly composed of wires, terminals, connectors and sheaths. Automotive wiring harness products are customized products, and different vehicle manufacturers and their different models have different design schemes and quality standards.