In the first half of the year, 27 auto stocks fell 22.28% on average, and only two companies' share prices increased.


车企股价,汽车资本市场,长城股价,吉利股价

Be vigilant when others are greedy, and be greedy when others are vigilant. This is especially true for Chinese auto stocks in the first half of 2018. Then when others start to be vigilant, is it when we are greedy?

车企股价,汽车资本市场,长城股价,吉利股价

After a few days of finishing, the K-line analysis of the 27 Chinese auto stocks collected (and other auto-related stocks we will continue to add) found that in the first half of the year, only 27 stocks of these 27 auto stocks remained Positive growth, while its overall average decline reached 22.28%.

Even those companies with high performance growth are not immune. Then, after the despair of sorrow, can you welcome hope?

车企股价,汽车资本市场,长城股价,吉利股价

From January to June this year, the Shanghai Composite Index, Shenzhen Stock Exchange Index and Hang Seng Index all fell in different degrees, with a decline of 14.08%, 15.34% and 3.57% respectively. This means that the stock price of listed companies has fallen more than the overall market average.

However, the car K line believes that this happens, on the one hand, because of the current capital market and economic environment factors, the United States launched a trade war to the world, causing volatility in the stock markets of various countries, external factors have a greater impact on the stock market.

车企股价,汽车资本市场,长城股价,吉利股价

On the other hand, after experiencing the dividend of policy concessions, the Chinese auto market overdrafted some of its demand in advance and gradually lost its rapid growth momentum.

According to the sales data of the first half of the year announced by the National Passenger Car Association, the growth rate of China's passenger car sales is only about 3%. In fact, the data may not grow, or even negative growth. Because the China Automobile Dealers Association survey shows that in the first half of this year, the Chinese car dealer inventory warning index has been above the warning line.

车企股价,汽车资本市场,长城股价,吉利股价

车企股价,汽车资本市场,长城股价,吉利股价

However, the Chinese auto market has been the world's largest new car market for nine consecutive years. The huge market base and stable market have made auto listed companies full of possibilities.

The industrial opportunities brought about by new technologies such as automobile intelligentization, network integration, and electrified electricization; the industry changes brought about by the new automobile industry policy... all of which will lay a new foreshadowing for the future development of automobile listed companies.

车企股价,汽车资本市场,长城股价,吉利股价

So, which car listed companies can bottom out after a big fall? Which listed car companies may reflect their value potential in the face of performance after the environmental impact has subsided? What other auto stocks are able to phoenix under the next chance?

Let's take a look at their performance (partial reviews). From this ups and downs, everyone should be able to find some clues and opportunities:

China National Heavy Duty Truck: Performance speaks .

车企股价,汽车资本市场,长城股价,吉利股价

In the first half of 2018, China National Heavy Duty Truck Co., Ltd. produced 75,000 vehicles and 79,800 vehicles, up 17.07% and 21.67% respectively. The ideal sales volume in the heavy truck market has also made the Hong Kong stock market favor it.

SAIC Group: Stronger Hengqiang.

车企股价,汽车资本市场,长城股价,吉利股价

Regardless of performance, overall business management capabilities, and operational strength, SAIC is already a "myth" in China's listed auto companies. In the first half of 2018, SAIC Group's total sales reached 3.52 million units, an increase of 10.88% year-on-year.

As the only two auto stocks that maintain growth, SAIC will usher in the long-term positive of SAIC Audi. At the same time, its own brands have gradually turned around.

Geely Automobile: There is a loss of standard, then?

车企股价,汽车资本市场,长城股价,吉利股价

In the first half of this year, Geely's total sales volume was 766,600 units, making it a company with a small sales growth rate of 44% in China's listed companies. However, in the first half of this year, Geely's share price performance has been out of standard, which is obviously inconsistent with the performance trend.

With the release of the brand's sales, Geely's brand new products have been listed, and Geely Automobile has a higher probability of completing its sales target in 2018. Therefore, the performance of Geely Automobile is expected after the external environmental impact has subsided.

Great Wall Motor: When will it return to orbit?

车企股价,汽车资本市场,长城股价,吉利股价

车企股价,汽车资本市场,长城股价,吉利股价

Although the first half of the year encountered severe challenges, both the sales volume and the stock price have fluctuated, but the WEY brand has established a firm foothold, cooperation with BMW, and the Harvard brand H and F series to make differentiated products and networks. Great Wall Motors still maintains its chance to return to normal track.

BYD: It is still a dark horse.

车企股价,汽车资本市场,长城股价,吉利股价

车企股价,汽车资本市场,长城股价,吉利股价

BYD has disappeared in the traditional auto market for a long time, and now with the advent of the Tang Dynasty, it has finally returned strongly. The full opening of the battery industry, including strategic cooperation with Changan, is just a sign that the black horse is back.

The following are the basic situation of the top five auto listed companies:

车企股价,汽车资本市场,长城股价,吉利股价
车企股价,汽车资本市场,长城股价,吉利股价

车企股价,汽车资本市场,长城股价,吉利股价

车企股价,汽车资本市场,长城股价,吉利股价

车企股价,汽车资本市场,长城股价,吉利股价


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