In the prevailing around of yesterday’s store bang a new high of a rebound at the matching time, the two auto stores tough, Futian Automobile and hippocampus, for instance store allocations are both exchanging close. Industry examiners trust that the month of this year, sales size of drive vehicles 2,3 continued expansion is the key to the get higher of the auto subdivision, and slowly put in position sustaining guidelines to endorse sales is an valued element in heating, but the prevailing development of the automotive development is in addition faced with Growth Lee by the dilemma, which will consequence to some bounds in the able-bodied development of the industry.
Tuesday stocks a good car, we believe that the fundamentals of the warming for the recent strength of the auto sector has laid a solid foundation, especially since the past two months, car sales continued to rebound substantially.
Industry sales went up to warmer ecological sustainability
At present, the main reason for a rebound in car sales from the following four aspects: 1, the automotive industry by continuing to promote good policies, has stimulated the demand for passenger cars and commercial vehicles released, a small passenger car and light truck emissions, such as sub-sectors to benefit up to . 2, Spring Festival in January this year, so more people buy a car in the post. 3,1 at the end of vehicle purchase tax cut on small cars to promote the role of displacement will be continuity of policy from the car to the countryside March 1 implementation, micro-buses and light, micro-truck market will be actively promoted. 4, a number of joint ventures less early orders, the impact of the sales, emergency additional CKD orders arrive in March, the stock recovered the phenomenon of car sales will increase the duration of warmer.
Sales gained from the rebound in the development guideline support
Factors through the surface, the recent rebound in auto sales to a larger main sectors to benefit from policy support, the automobile industry have been planning the restructuring and revitalization of the industry to provide a framework for future development of ideas. In accordance with planning requirements, the future of the automotive industry developed rapidly in the hot spots are as follows: First, the current 1.0 liters the following basic passenger cars accounted for more than 6% of sales, but the planning required to achieve more than 15% market share, there are still large space for development. Second, in March 2009 with a total sales of heavy truck chassis 95,000, accounting for 15.4% of truck sales, planning requirements for heavy goods vehicles accounted for the proportion of trucks up to 25% of the future, so there is a greater emphasis on the development of card space. Third, planning requirements for the formation of 500,000 electric, hybrid and plug-in hybrid such as the general type of new energy vehicles, such as passenger car sales in 2008 by 6,755,600 terms, it was electric, plug-in hybrid and ordinary mixed driving force for new energy sources such as car sales in 2011 should reach more than 450,000, batteries, electronic control, such as upper reaches of the auto parts business will be excellent opportunities for development. Fourth, planning requirements, through mergers and acquisitions, and clearly defined to encourage the list of merger and reorganization of enterprises, which encourage SAIC, FAW Group, Dongfeng Motor Group, Changan Automotive Group and other four groups in the implementation of mergers and acquisitions across the country in support of Beiqi Group, Canton Steam Group, Chery Automobile, China National Heavy Duty Truck implementation of the regional merger and reorganization.
Minor cards, tiny displacement motor vehicles will have better chances for development
From the various sub-sectors of the economy, we believe that a small card sales go to the countryside by car policy to promote larger, In addition, 3.5 tons since July following the enforcement of minor cards 3 emissions has made the country the card appeared slightly ahead of the scope of consumption situation Therefore, the first half of a small card sales will exceed the level of the overall development of the industry, the relevant listed companies, such as vehicles and auto parts, Futian Automobile, Jiangling Motors, Dongfeng Motor, and so will be expected to have better sales. At the same time, the continued accumulation of the positive policy of small displacement cars will provide a favorable space for enterprise development, hippocampus shares of listed companies, such as Changan Automobile will use the new occupation of small displacement models greater market share, but they continued profitability remains to be seen.
With the vehicles and building mechanism sales proceeded powerful, exhausts, carbon very dark, for example the dwelling commerce will be the resumption of development, sub-sector portions of premier enterprises and the very dark feline Fengshen portions are furthermore anticipated to come back to profitability in the short term. And encourage the resumption of development in share prices. Can aim on the recommendations following the latest equity portfolio: Yunnei power, Futian Automobile, hippocampus stake in Jiangling Motors, a very dark feline shares.
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