Shanxi Securities: self owned brand passenger car sales pick up, luxury cars are expected to continue high sales trend
Shanxi Securities believes that the current macro situation is stable, the impact of the epidemic on China is gradually dispelled, and the future auto market will gradually keep pace with economic growth. In terms of auto market, the sales volume of self owned brand passenger cars is picking up, the share continues to increase, the sales volume of new energy vehicles continues to grow at a high speed, and luxury cars are expected to continue the trend of high sales. At present, the cost performance ratio of domestic new energy vehicles is gradually equal to that of fuel vehicles, opening up a broader market share. It is expected that the battery core parts with high barriers, such as high nickel positive electrode, negative electrode and film leader, will obtain high-speed development opportunities by virtue of scale effect and local advantages. It is suggested to pay attention to the passenger car logo and new energy industry chain with frequent new car release.
This text is a result of machine translation.
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