Auto parts stocks picked up with auto stocks today. As of press release, Minshi Group (00425) rose 4.5% to HK$13.48; Dechang Electric Holdings (00179) rose 3.47% to HK$10.74; Zhejiang Shibao (01057) rose 3.43% to HK$2.11; and BOE Precision (00710) rose 0.74% to HK$5.48.
The Zhitong Finance App learned that auto parts stocks picked up with auto stocks today. As of press release, Minshi Group (00425) rose 4.5% to HK$13.48; Johnson Electric Holdings (00179) rose 3.47% to HK$10.74; Zhejiang Shibao (01057) rose 3.43% to HK$2.11; and BOE Precision (00710) rose 0.74% to HK$5.48.
Tianfeng Securities pointed out that the Central Financial and Economic Commission took the lead in promoting the automobile trade-in policy this week, and pessimistic demand expectations were corrected under policy catalyst. At the same time, along with the upcoming launch of Ideal Pure Electric Platform's first new cars, the Mega and Xiaomi SU7, and the warm-up at the Beijing Auto Show, the supply side is strong. The customer dimension rose independently and fully in the second half of electrification, which is expected to drive structural growth opportunities.
Furthermore, some analysts say that since the robot supply chain overlaps with the automobile supply chain by more than 60%, robots will continue to reshape the entire automobile industry, similar to the previous electrification of automobiles. Guotai Junan pointed out that Nvidia is warming up the “AI event” GTC conference, and basic robot models are expected to appear; Tesla released the latest Optimus walking video, showing greater personification with a smooth gait; and major giants gathered the latest FigureAI financing, and the industrialization of humanoid robots is expected to accelerate.