Automobile industry chain stocks collectively hit the daily limit: 60-day account policy stimulus, nearly 10 stocks including Langbo Technology closed the board
Recently, the automobile industry chain sector has ushered in a strong wave of rises, with many individual stocks hitting the daily limit, which has attracted widespread attention from the market. Behind this wave of market, the latest release60-day accounting period policyClosely related. Under the stimulus of policy, nearly 10 stocks including Langbo Technology and Xusheng Co., Ltd. have closed their boards one after another, becoming the focus of the market. This article will sort out the popular topics on the entire network in the past 10 days, and combine structured data to analyze the drivers of this phenomenon and future trends.
1. Policy background: 60-day accounting period stimulates cash flow in the industrial chain
Recently, relevant departments have issued new regulations requiring that the accounting period of upstream and downstream enterprises in the automobile industry chain shall not exceed 60 days. This policy aims to alleviate the financial pressure of small and medium-sized enterprises and optimize the cash flow of the industrial chain. Affected by this, companies in sub-sectors such as automotive parts and battery materials have received good news, and the market expects that their collection capabilities will be significantly improved.
| Policies | Range of impact | Expected results |
|---|---|---|
| Accounting period shall not exceed 60 days | Upstream and downstream enterprises in the automobile industry chain | Improve cash flow for small and medium-sized enterprises |
| Violation penalty mechanism | OEM and Tier 1 suppliers | Accelerate industry compliance |
2. Market performance: Nearly 10 stocks hit the daily limit, Langbo Technology led the rise
After the policy was released, the automobile industry chain stocks collectively strengthened. The following are the data on some stocks hitting the daily limit in the past 10 days and the increase:
| Stock Name | Daily limit date | Single-day increase | Subdivision |
|---|---|---|---|
| Langbo Technology | 2023-11-15 | 10.02% | Automobile Seals |
| Xusheng Co., Ltd. | 2023-11-16 | 10.00% | Aluminum alloy parts |
| Guangdong Hongtu | 2023-11-14 | 9.98% | Die castings |
| Wencan Co., Ltd. | 2023-11-17 | 10.01% | Body structure parts |
3. Industry analysis: Policy dividends resonate with fundamental improvement
The rise of the automobile industry chain stocks is not accidental, but the result of the combined effect of policy dividends and industry fundamental improvements:
1.Policy side: The 60-day accounting period policy directly benefits small and medium-sized enterprises, reduces their financing costs and improves profitability.
2.Demand side: The sales of new energy vehicles continue to grow, driving upstream components demand. In October, the retail volume of new energy passenger cars increased by 37.5% year-on-year and 2.7% month-on-month.
3.Cost side: Raw material prices have stabilized, and the prices of commodities such as aluminum and copper have fallen compared with the beginning of the year, and the gross profit margin of enterprises is expected to be restored.
4. Institutional view: Short-term popularity and long-term logic coexist
Several securities firms have released research reports, and are optimistic about the future performance of the automobile industry chain:
| Organization name | Summary of opinion | Recommended target |
|---|---|---|
| CITIC Securities | Under policy catalysis, sector valuation is expected to recover | Xusheng Co., Ltd. and Top Group |
| CICC | Focus on lightweight and intelligent segments | Wencan Co., Ltd., Bethel |
| Tianfeng Securities | Accounting policy accelerates industry reshuffle | Guangdong Hongtu, Aikedi |
5. Risk warning: Investors need to pay attention to these factors
Although the short-term market is hot, investors still need to remain rational and pay attention to the following risks:
1.Policy implementation strength: Whether the accounting period policy can be implemented still needs to be observed, and some OEMs may extend the accounting period in disguise through other methods.
2.Industry competition intensifies: As production capacity expands, price wars may occur in some sub-sectors.
3.Overseas demand fluctuates: The decline in subsidies for new energy vehicles in the European market may affect the performance of export-oriented enterprises.
6. Conclusion: Seize structural opportunities
Overall, the 60-day accounting period policy has injected new vitality into the automobile industry chain, but the internalization of the sector may intensify. Investors are advised to focusHigh technical threshold and excellent customer structureThe leading enterprises, while closely following the progress of policy implementation and changes in industry inventory.
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