Under the influence of factors such as frequent disturbance of the epidemic and intensified competition in 2022, the sales growth rate of the three front-line new forces of Wei Xiaoli has declined. Focus on the cost-effective second-line new forces, such as zero running, asking the boundary, the sudden rise of polar krypton.
At the current time, the domestic epidemic has passed its peak, and the bank believes that the new energy vehicle market is expected to be repaired after the off-season. Considering that the current aerospace industry is in an expected two-year reshuffle period, the intensification of competition is inevitable. Companies that persist in the clearing process are expected to usher in a spring of concentrated share. The bank recommends: (1) strong products, solid brand value and cost leadership, so that they can be relatively comfortable in the competition. Long-term development of companies with strong certainty: such as$BYD COMPANY (01211.HK)$、$Li Auto-W (02015.HK)$(2) those who start the reform after labor pains and are expected to gain market share.$GEELY AUTO (00175.HK)$、$XPENG-W (09868.HK)$Wait.