Institutions Conduct Intensive Research on Auto Sector, with Overseas Expansion and New Businesses in Focus

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Recently, institutional investors have been conducting intensive research on A-share listed companies in the automotive industry. From July 1 to 12 p.m. on August 5, a total of 39 companies received 61 rounds of research, with over 500 institutions participating. Among them, 30 are auto parts companies. Feilong Auto Parts, Lizhong Group, and Sailun Tire hosted 99, 65, and 53 institutions respectively. Overseas expansion and global layout were frequently mentioned. Lizhong Group's Mexican plant with an annual capacity of 3.6 million aluminum alloy wheels has entered full production. Sinotruk's export sales accounted for more than half of its total in the first half of the year. BAIC BluePark plans to start KD production layout in Southeast Asia in the second half of the year. In terms of new businesses, Zhaomin Technology has developed multiple new precision components for humanoid robots. Xiling Power's harmonic reducer production line has an annual capacity of about 100,000 units. Changan Automobile has accumulated over 5 million kilometers of testing for Level 3 autonomous driving. On August 4, the mandatory national standard 'Safety Requirements for Intelligent Connected Vehicle Automated Driving Systems' was released, and is planned to be implemented on July 1, 2027.

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