A net in the auto industry both opportunities and challenges. Over the next 20 years will be belongs to industry of the Internet era. The Internet is no exception to reshape traditional automotive industry, the original interest pattern is broken, traditional enterprises in transition, cross-border fusion is unstoppable. From the industry point of view, we watch the car networking, automotive electrical business/O2O.
From the point of view of the company, we watch the positive transformation of "kingu shares" and "longji machinery", "DE al group", etc.
"Management method" revision is a foregone conclusion, dealers industry changes quietly open. Oems too dominant auto aftermarket industry chain, resulting in new car sales price monopoly, maintenance service prices artificially high, consumers severely eroded, the measures for the administration of the revision is a foregone conclusion. The overall look, promote oems and distributors of unequal relations gradually turned to peer relations. Pattern, new entrants into the + + Internet third-party maintenance, the opportunities and challenges of traditional dealers.
The probability of new energy vehicles to promote your goal. 1) according to the new energy vehicles pilot cities subsidies implementation, quantity is not ideal, causes the market concerns. 2) the ministry of industry and further suggests that the government executive ability to ascend, for new energy vehicles increase promotion regulation, forcing local government policy to the ground, the early stage of the implementation in the promotion of new energy car set goals increases the probability of a.
New this week.
This week, a total of 16 new models on the market. Respectively is dongfeng Honda a-class car new platinum farce, lexus SUV models NX, etc.
Market review this week.
This week, cars and car parts index rose 2.04%, significantly outperform the csi 300 index 1.95%. Points in the plate, car sales and car parts led by car plate. Subtopics, automotive electrical business, the two major topics in electronic led. This week the overall valuation rose slightly.
Investment advice.
Watch the car plate is the following three lines of the investment: 1) the prosperous after-sales parts and maintenance market have significant opportunities for development, continue to recommend "kingu shares", "DE al group", "wind". 2) switch 2) season and valuation of certainty, high-growth value combination: "Great Wall", "jiangling car", "changan", "yutong bus", "WeiFu high-tech". 3) small-cap growth portfolio: continue to watch the "asia-pacific shares", "guangdong becoming", "silver" shares.
English
Chinese