Six-year sales of the world's first car unit focus on three types of investment opportunities

After every reporter Zhu Xiuwei in the car sales continuously "blowout", originally belong to the off-season June again exceeded market expectations.　　Industry insiders believe that, in addition to continued growth in sales, "profit" growth is more gratifying, "long and increasing" the situation in the second half of the year is expected to continue, and the current car stocks are not cheap valuations, suggest investors pay attention to three types of investment opportunities. June car sales again in Thursday, the China Automobile Industry Association released June auto production and sales data show that the June automobile production and sales completed 1.1532 million and 1.1421 million respectively, production and sales after a record high in April, with "gratifying" to describe the entire first half of the car situation is more appropriate. Data show that the entire first half of the cumulative production and sales reached 6 million units, the growth rate of more than 15%, a monthly upward trend.　　There is no doubt that China's first half sales are the world's top. Affected by this message, four car stocks this week rose sharply, FAW Xiali sealed the limit, FAW cars, Shanghai automobile, Jianghuai cars and other gains of more than 8%, and this strength in Friday to be continued.　　"From the FAW sedan, Shanghai automotive institutions such as the recent strong trend of stock stocks, I think there are certainly no lack of funds and other institutions to participate in, Shenzhen, a Sunshine private equity manager of the car stocks in the recent movement of the Organization, for the reason he believes that the car listed companies improve performance. The second quarter of the "Zisheng" the current round of car sales soared, the direct inducement is the country's various support policies. Since this year, the state has introduced a series of measures including auto industry revitalization planning, small-displacement passenger car purchase tax concession, cancellation of road tolls and tertiary highway tolls, new energy vehicle subsidy, automobile countryside, etc. But carmakers have not been able to turn their sales up into profits in the first quarter, when the most-sold results are in smaller vehicles below 1.6L, where profits are relatively "thin", while higher-priced high-end cars are weak.　　But from the two quarter onwards, in addition to small displacement vehicles continue to blowout outside, the high-end car sales quickly warmed up. State securities statistics show that 4 May, more than 2.0L car sales rebound is very obvious, up to 16.6%, and 1.6L and below the small displacement models continue to blowout, sales up to 61.3%.　　The second quarter of the sales rebound will effectively improve the industry's profits, simply will increase the profit from the increase in profits, and this trend is expected to continue to be continued in the second half. In the context of improved profitability and good expectations, are all car stocks given a chance? The answer is no, the car stock performance this year eye-catching, many stocks, the industry boom has been reflected in the share price, and even some have "overdrawn" the future.　　Investors can therefore pay special attention to three types of opportunities for investors to differentiate between car stocks. First, the second half of the sales may be more than expected to the listed companies can be actively concerned about the proposal to pay attention to Shanghai automobile, FAW sedan, Weichai Power, FAW Xiali, etc. the second type of opportunity is all kinds of auto parts,Parts production enterprises, due to the first half of 2009 auto sales forecasts, in the end of the inventory, the upstream demand for raw materials significantly increased, especially in China's automotive, Fuk Yiu Glass; the last one is the opportunity to restructure the auto industry, and it is recommended to focus on the gold-cup car.