baccaratextract|比亚迪：31.32万辆销量同比增49%，4.10万辆出口创新高

Newsletter summary

The auto sector fell slightly this week.BaccaratextractBYD's sales rose and exports hit a record high, with Xiaomi SU7 delivering more than 7000 vehicles in the first month. New power brand Lai, extreme krypton delivery significantly rebounded, multi-brand new model increment gradually released. It is recommended to pay attention to BYD, Changan Automobile and other vehicle leading enterprises, Top Group and other parts enterprises. Risk tips include lower-than-expected sales, fluctuations in raw material costs and policy changes.

Text of news flash

[auto sector fell slightly this week, BYD sales climbed strong performance in overseas markets] CSI 300 rose 0% this week.Baccaratextract.56%, while the automotive sector as a whole fell 0.02%, ranking 24th out of 31 industries. In the vehicle segment, passenger vehicles and commercial cargo and other sub-sectors showed varying degrees of decline. In contrast, automobile parts sub-plates, such as body accessories, chassis and engine systems, tire wheels and so on, have achieved varying degrees of growth.

[BYD's April sales were strong, overseas exports hit a record high] BYD stood out in the April sales figures released by new energy car companies, with passenger car sales reaching 313200, up 49 per cent year-on-year and 4 per cent month-on-month. The sales of Dynasty Ocean, Teng Teng, look up, equation Leopard and other brands are 297900, 11100, 1000 and 2100 respectively. In overseas markets, BYD's export volume reached 41000 vehicles, up 177% from the same period last year and 7% month-on-month, setting an all-time high.

[Xiaomi SU7 first month delivery volume exceeded 7000 vehicles, Hongmeng Zhihang product matrix expanded] Xiaomi SU7 delivery volume reached 7058 vehicles in the first month, locking up a total of 88100 vehicles, with an annual delivery target of 100000 vehicles. Hongmeng Zhihang delivered 29600 vehicles across the department, down 7 per cent from the previous month. The M9 delivered 13400 vehicles a month, an increase of 114% over the previous month. The Hengjie S9 was unveiled at the Beijing Auto Show as the first executive luxury flagship car.

[the delivery volume of new power has diverged, and the delivery volume of Lulai and extreme krypton has rebounded significantly] the monthly delivery volume of new power brands such as ideal, Lulai, Xiaopeng, Zero run, Nezha, and other new power brands are 25800, 15600, 9400, 15000, and 9000 respectively, with year-on-year increases and decreases. After the completion of the new model switch and centralized delivery, delivery volume rebounded significantly compared with the previous month. New models such as the ideal L6, zero running C16 and other new increments are expected to be released gradually.

[investment advice to focus on vehicle enterprises and parts suppliers with pricing advantages] it is recommended to pay attention to complete vehicle enterprises such as BYD, Changan Automobile, Geely Automobile, ideal Automobile, as well as parts suppliers such as Top Group, Berkeley, Koboda, Baolong Technology, Jifeng Co., and Aikodi. These companies have advantages in electric transformation, increment of new models and so on.

[risk Tip] less than expected car sales, fluctuations in raw material costs and changes in industry policies are the main risks facing the current market. Investors should pay close attention to the dynamics of relevant sectors and make prudent investment decisions.

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