3 Most Promising Car Stocks Following the 2022 Detroit Auto Show
3 Most Promising Car Stocks Following the 2022 Detroit Auto Show
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Today we will discuss three car stocks to buy as the North American International Auto Show returns to Detroit after a three-year absence. Although it was a smaller event than in previous years, Wall Street was eager to see which automakers were driving in the fast lane.
今天，我们将讨论北美国际汽车展在缺席三年后重返底特律之际要买入的三只汽车股。尽管与前几年相比，这是一次规模较小的活动，但华尔街渴望看到哪些汽车制造商在快车道上行驶。
In 2021, car sales metrics in the U.S. were strong. U.S. car sales approached 15 million, coming behind China with about 21.5 million. That said, automakers have dealt with several challenges so far this year.
2021年，美国的汽车销售指标表现强劲。美国的汽车销量接近1,500万辆，仅次于中国的约2,150万辆。话虽如此，今年到目前为止，汽车制造商已经应对了几个挑战。
For starters, the semiconductor shortage coupled with rising commodity and shipping costs have weighed on company operations and earnings. At the same time, new auto sales have hit the brakes, as consumers struggle amid fears about persistent inflation and a recession. According to the National Automobile Dealers Association, new car sales in the second quarter of 2022 are down more than 25% compared to the year before.
首先，半导体短缺，加上大宗商品和运输成本的上涨，拖累了公司的运营和收益。与此同时，随着消费者对持续的通胀和经济衰退的担忧而苦苦挣扎，新的汽车销售已经刹车。根据全美汽车经销商协会的数据，2022年第二季度的新车销量比去年同期下降了25%以上。
Nevertheless, it's not all doom and gloom in the automotive industry. Luxury cars and high-margin SUVs gained market share over cars in the first half of 2022, while electric vehicle (EV) sales rose 66% in the second quarter year over year.
然而，汽车业并不都是厄运和悲观。2022年上半年，豪华车和高利润率SUV的市场份额超过了轿车，而电动汽车(EV)的销量在第二季度同比增长了66%。
Recently, Congress passed the Inflation Reduction Act (IRA), a more than $430 billion spending package focused on energy transition and carbon reduction. The Act, which also includes investment tax credits for electrification, is expected to accelerate EV adoption in the U.S. Meanwhile, with the average age of cars on U.S. roads at record levels, consumers are expected to gradually start purchasing new vehicles, translating into higher revenues for car makers.
最近，国会通过了通胀削减法案(IRA)，这是一项超过4300亿美元的一揽子支出计划，重点是能源转型和碳减排。该法案还包括电气化投资税收抵免，预计将加快电动汽车在美国的采用。与此同时，随着美国道路上的汽车平均车龄达到创纪录水平，预计消费者将逐渐开始购买新车，这将为汽车制造商带来更高的收入。
That said, here are three car stocks that are well-positioned to thrive in the months ahead.
话虽如此，以下是三只汽车股，它们处于有利地位，有望在未来几个月蓬勃发展。
Ferrari (RACE)
法拉利(Ferrari)
52-week range: $167.45 – $278.78
52周范围： $167.45 – $278.78
Italy-based Ferrari (NYSE:RACE) is well known for its luxury sports cars, and its also often associated with the Formula 1 racing team. That said, the company generates well over half of its revenue stateside.
总部位于意大利法拉利纽约证券交易所股票代码：RACE)以其豪华跑车而闻名，也经常与一级方程式赛车队联系在一起。尽管如此，该公司一半以上的收入来自美国本土。
Ferrari released Q2 robust financials in early August, demonstrating its resilience against the recent economic turbulence. In addition to record revenues of 1.3 billion euros, earnings also increased double digits from the previous year.
法拉利在8月初发布了强劲的第二季度财务业绩，展示了其对最近经济动荡的韧性。除了创纪录的13亿欧元收入外，收益也比前一年增长了两位数。
Thanks to its cash-rich customers, the iconic carmaker shipped 3,455 units in the quarter. Wall Street was pleased to see management raise full-year guidance on all metrics.
多亏了现金充裕的客户，这家标志性的汽车制造商在本季度出货量为3455辆。华尔街很高兴看到管理层提高了所有指标的全年指引。
As part of its strategic plan, Ferrari is expanding into new segments, such as SUVs. Meanwhile, it is gearing up to unveil its first EV supercar in 2025. The company aims to have 15 new launches and 60% of its line-up electrified by 2026.
作为其战略计划的一部分，法拉利正在向新的细分市场扩张，比如SUV。与此同时，该公司正准备在2025年推出其首款电动超级跑车。该公司的目标是到2026年推出15款新产品，60%的产品线实现电气化。
RACE stock has declined more than 23% year-to-date (YTD). Shares are trading at 32.36 times forward earnings and 7.72 times sales. Analysts' 12-month median price forecast for Ferrari stands at $243.50. Potential investors could regard a decline toward the $180 level as a better entry point.
今年到目前为止，Race的股票已经下跌了23%以上。该公司股票的预期市盈率为32.36倍，销售市盈率为7.72倍。分析师对法拉利12个月价格的预测中值为243.50美元。潜在投资者可能会将跌向180美元的水平视为更好的切入点。
SPDR S&P Kensho Smart Mobility ETF (HAIL)
SPDR标普健硕智能移动ETF(HAIL)
52-week range: $33.32 – 64.23
Dividend yield: 1.41%
Expense ratio: 0.45%, or $45 on an initial $10,000 investment
52周范围： $33.32 – 64.23
股息收益率： 1.41%
费用比率：0.45%，或最初10,000美元投资的45美元
Our next discussion focuses on an exchange-traded fund (ETF) that may appeal to potential investors in the smart transportation industry. The SPDR S&P Kensho Smart Mobility ETF (NYSEARCA:HAIL) offers exposure to U.S.-listed car stocks that typically focus on autonomous and connected vehicle technology, drone technology, as well as advanced transportation tracking systems.
我们的下一个讨论重点是交易所交易基金(ETF)，它可能会吸引智能交通行业的潜在投资者。这个SPDR标普健硕智能移动ETF(NYSEArca：冰雹)提供对在美国上市的汽车股票的敞口，这些股票通常专注于自动驾驶和联网汽车技术、无人机技术以及先进的交通跟踪系统。
HAIL started trading in December 2017. This ETF follows the S&P Kensho Smart Transportation Index and currently has 93 holdings.
冰雹于2017年12月开始交易。这只ETF跟踪标普Kensho智能交通指数，目前持有93只股票。
In terms of sub-segments, automobile manufacturers lead with 22.20%. Next are auto parts & equipment (12.5%) and semiconductors (11.4%). The top 10 holdings comprise around 18% of $77.4 billion in net assets.
细分市场方面，汽车厂商以22.20%领先。其次是汽车零部件和设备(12.5%)和半导体(11.4%)。前十大持有量约占774亿美元净资产的18%。
Hydrogen fuel-cell systems manufacturer Plug Power (NASDAQ:PLUG); EV manufacturer Rivian Automotive (NASDAQ:RIVN); Israel-based sensor and vision software supplier Innoviz Technologies (NASDAQ:INVZ); EV charging equipment provider Blink Charging (NASDAQ:BLNK); and EV heavyweight Tesla (NASDAQ:TSLA) are among the most prominent names on the roster.
氢燃料电池系统制造商插头电源(纳斯达克：Plug)；电动汽车制造商Rivian汽车(纳斯达克：RIVN)；以色列传感器和视觉软件供应商Innoviz Technologies(纳斯达克：INVZ)；电动汽车充电设备供应商闪烁充电(纳斯达克：BLNK)；以及电动汽车重量级特斯拉(纳斯达克代码:TSLA)是名单上最显眼的名字之一。
HAIL has declined over 34% since January, and currently yields a dividend of 2.31%. Trailing price-to-earnings (P/E) and price-to-book (P/B) ratios stand at 10.64x and 1.90x, respectively.
自1月份以来，Hail的股价下跌了34%以上，目前的股息为2.31%。往绩市盈率(P/E)和市净率(P/B)分别为10.64倍和1.90倍。
According to Precedence Research, the global smart mobility market is expected to hit $250 billion by 2030. Such an expansion would mean a compound annual growth rate (CAGR) of over 20% between 2022 and 2030. Thus, investors looking to benefit from the long-term secular growth in the smart transportation industry can consider investing in HAIL around these levels.
根据Precedence Research的数据，到2030年，全球智能移动市场预计将达到2500亿美元。这样的扩张将意味着2022年至2030年期间的复合年增长率(CAGR)超过20%。因此，希望从智能交通行业的长期增长中受益的投资者可以考虑在这些水平附近投资冰雹。
Stellantis (STLA)
Stellantis(STLA)
52-week range: $11.37 – $21.92
52周范围： $11.37 – $21.92
The Netherlands-based Stellantis (NYSE:STLA) was formed in January 2021 as a result of the merger between Fiat Chrysler Automobiles and PSA Group. Through its global network, Stellantis offers a wide product range with 14 automobile brands, such as Alfa Romeo, Chrysler, Fiat, Jeep, Peugeot, Citroen, and Opel.
总部位于荷兰的史泰兰提斯(纽约证券交易所：STLA)成立于2021年1月，由菲亚特克莱斯勒汽车公司和PSA集团合并而成。通过其全球网络，Stellantis提供包括阿尔法·罗密欧、克莱斯勒、菲亚特、吉普、标致、雪铁龙和欧宝在内的14个汽车品牌的广泛产品。
The recent earnings report showed a strong first-half-year (HY1) performance. Net revenue increased 17% YOY while profits also soared. Thanks to the company's robust cash position, Stellantis can focus on expanding operations further with an emphasis on electrification.
最近的收益报告显示，上半年(HY1)表现强劲。净收入同比增长17%，利润也大幅增长。由于公司雄厚的现金状况，Stellantis可以专注于进一步扩大业务，重点是电气化。
According to HY1 figures, Stellantis ranked second in battery electric vehicle (BEV) and low emission vehicle ("LEV") sales in the EU30 market, which includes 30 European countries. It also came in third in the U.S. for LEV sales.
根据HY1的数据，Stellantis在包括30个欧洲国家在内的30个欧洲市场中，在电池电动汽车(Bev)和低排放汽车(LEV)的销量方面排名第二。它在美国的LEV销量也排在第三位。
In its Dare Forward 2030 plan, Stellantis set a goal of having BEVs account for 100% of its sales in Europe and 50% in the U.S. by 2030. Meanwhile, the carmaker is investing in battery technology in cooperation with LG Energy Solutions in Canada and Samsung SDI in the U.S.
在其Dare Forward 2030计划中，Stellantis设定了一个目标，到2030年，BEV在欧洲和美国的销量分别占到100%和50%。与此同时，这家汽车制造商正在与加拿大的LG Energy Solutions和美国的三星SDI合作投资电池技术。
So far this year, STLA stock is down over 27%. Its current price supports a dividend of 8%. Shares are changing hands at 2.86 times forward earnings and 0.26 times sales. Finally, the 12-month median price forecast stands at $20.59. Interested readers could consider buying the dips in Stellantis over other car stocks.
今年到目前为止，STLA的股价下跌了27%以上。其目前的价格支持8%的股息。该公司股票的预期市盈率为2.86倍，销售额为0.26倍。最后，12个月价格预测中值为20.59美元。感兴趣的读者可以考虑购买Stellantis相对于其他汽车类股的下跌。
On the date of publication, Tezcan Gecgil, Ph.D., did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
在文章发表之日，Tezcan Gecgil博士并没有(直接或间接)持有本文提到的证券的任何头寸。本文中表达的观点是作者的观点，受InvestorPlace.com发布指南的约束。
Tezcan Gecgil has worked in investment management for over two decades in the U.S. and U.K. In addition to formal higher education in the field, she has also completed all 3 levels of the Chartered Market Technician (CMT) examination. Her passion is for options trading based on technical analysis of fundamentally strong companies. She especially enjoys setting up weekly covered calls for income generation.
Tezcan Gecgil在美国和英国的投资管理领域工作了20多年。除了该领域的正规高等教育，她还完成了特许市场技术员(CMT)考试的全部3个级别。她热衷于基于对基本面强大公司的技术分析进行的期权交易。她尤其喜欢为创收设立每周一次的备注电话会议。
The post 3 Most Promising Car Stocks Following the 2022 Detroit Auto Show appeared first on InvestorPlace.
2022年底特律车展之后，最具前景的三大汽车股首次出现在InvestorPlace上。