Recently, A-share board stocks have emerged in an endless stream, like 14 boards.11-plate10-plateWait, now it’s your turn.. The stock has been trading for six consecutive days since the daily limit of the word board began on November 7, becoming the "king of the board" of the current A shares. At the close of trading on Tuesday, it still had 33,000 orders to seal the daily limit, which was about 120 million yuan according to the latest price of 37.77 yuan.
The data shows that there are currently 15 A shares (including) recorded 2 or more consecutive daily limit, andTied for the first place with 6 boards.andTied behind with 4 boards., Sampton,、It is 3 connecting plates.
01
Going to Huawei to ask the world?
According to public information, it is a large aluminum profile manufacturer integrating professional research and development, manufacturing and sales. And its recent surge in share prices, a high probability and the company’s recent multiple games.At the event, it was mentioned that Huawei asked about the community.
Haomei New Materials first mentioned in the record of investor relations activities disclosed on October 30 that the company has obtained a total of 280 fixed-point projects in the first half of the year, and its customers cover joint venture models such as BMW, Mercedes-Benz, Honda and Toyota, and Guangzhou Automobile Ai’ an.Domestic brands such as Huawei Wenjie and Changan. This business (referring to automobile lightweight business) is throughEnterprises indirectly supply all kinds of aluminum extrusion materials and components to vehicle manufacturers, and indirectly supply them to Wenjie series vehicles.Pallet products. On October 31st, Haomei New Materials rose by 7.6%.
Then, on November 3rd, the record of investor relations activities disclosed by Haomei New Materials once again stated that the company had made a fixed point for the series of models of Wenjie, mainly providing pallet products, but the previous quantity was always small, and after mass production of Wenjie M7, it brought a certain order increment to the company. On November 6, Haomei New Materials rose by 4.1%. Then there is a wave of 6 boards.
In the last two stock transactions, it fluctuated abnormally.In China, Haomei New Materials kept silent about the world, only saying that most of the lightweight materials and components provided by the company need to be processed and assembled by enterprises and then supplied to the automobile factory.
02
Receive a letter of concern from the exchange
On Tuesday, Haomei New Materials received a letter of concern from Shenzhen Stock Exchange. The Shenzhen Stock Exchange asked Haomei New Materials to explain whether the company’s disclosure on automobile lightweight business was true, accurate and complete in the recent record of investor relations activities and the two announcements of abnormal fluctuations in stock trading on November 9 and November 13, and whether there was speculation and hot spots.
In addition, Haomei New Materials is also required to check whether the directors, supervisors, senior managers and their immediate family members have bought or sold the company’s shares and whether there is any suspected insider trading.
03
great momentum
Recently, the concept is really strong. On Tuesday, the sector index rose by 1.19%, with a cumulative increase of 12.91% since October 24, and a cumulative increase of 36.45% since it bottomed out on April 27 this year.
If you only look at Tuesday, among the concept stocks, in addition to the daily limit of Haomei New Materials,It is also the daily limit closing;Up more than 7%;Up over 6%;Up more than 5% and so on.
04
The new car in the world is on fire
The strength of the concept plate should be said to have something to do with the hot sales in the field of inquiry. The data shows that 12,700 vehicles were delivered in October, up 78% from 7,125 vehicles delivered in September.
In addition, the new M7 has continued to be popular since it was officially listed on September 12th. In the first month of listing, it has exceeded 60,000 vehicles, 70,000 vehicles after 45 days of listing, and 80,000 vehicles after 50 days of listing, with the latest breakthrough of 86,000 vehicles. There is also the unlisted M9, and the number of blind orders has exceeded 25,000.
beforeIt is estimated that in 2023.Automobile sales reached 85,000 vehicles, up 6% year-on-year, of which M5 and M7 models sold 45,000 and 40,000 vehicles. In 2024, the automobile sales reached 255,000 vehicles, up by 200% year-on-year, among which the sales of M5, M7 and M9 vehicles were 7.5, 11 and 70,000 vehicles.
It is pointed out that the M9 represents a new round of cooperation between Huawei and Intelligent Car Selection, and it is the first vehicle platform in China to participate deeply, including intelligent cockpit and intelligent driving. M9, which will be listed soon, is expected to continue to enhance the brand power of AITO.
05
The car is still booming.
Judging from the whole car market, the car is still in a hot trend. Previously, the Federation estimated that the wholesale sales volume of new energy passenger car manufacturers in October was 890,000, a year-on-year increase of 32% and a quarter-on-quarter increase of 7%.
Look at the part againBrand, sold 301,800 vehicles in October, up 38.57% year-on-year. In the first 10 months, the cumulative sales volume was 2,381,500 vehicles, a year-on-year increase of 70.36%.
Delivery reached a record high, exceeding 40,000 vehicles, reaching 40,400 vehicles, up 302.1% year-on-year and 12.09% quarter-on-quarter. As of October 31, 2023, a total of 284,600 vehicles were delivered throughout the year.It also achieved a breakthrough in October, with the monthly delivery reaching 20,000 vehicles for the first time;The number of cars delivered in October was 16,100, a year-on-year increase of 59.8%.
It is believed that it is expected to usher in the inflection point of the second increase of permeability. The reason is that the vehicle supply is further enriched, the intelligent+fast charge+long battery life experience is improved, and the cost compression drives the price down, sinking into a more competitive price range.
DongguanIt is said that the achievements of the "100-city Linkage" Automobile Festival and the "Thousands of Counties and Towns" new energy going to the countryside activities by the Ministry of Commerce have appeared, and superimposed car companies have started a new round of promotional activities, and the demand for car purchases has continued to be released. Looking forward to the follow-up, the orders of the new car companies led by Huawei Auto have achieved rapid growth during the National Day holiday, and the market fever is expected to continue, which may drive the automobile consumption at the end of the year to consolidate the realization of the steady growth goal of the automobile industry throughout the year.
Besides,It is believed that many car companies have launched sub-brands to enrich their product matrix, and their high-end brands and personalized brands will gradually go public, which will promote the demand growth in the fourth quarter.
It is for investors’ reference only and does not constitute investment advice.