The listed company's semi-annual report disclosure time is more than half, and the fund's heavy position has gradually become clear, and its signs of adding positions to auto parts companies are obvious. One of the common characteristics of these companies is to make supporting products for domestic cars. The fund managers interviewed believe that in the recent research, the deepest feeling is that the auto parts business continues to rise. One of the main logics behind it is that auto parts suppliers are expected to continue in the context of the rise of self-owned brands. Benefit. Fierce overweight With the rise of China's own brand cars, the auto parts industry is entering a new era of “localization substitutionâ€, and the institutional funds with sensitive sense are being deployed. The semi-annual report released by Xinquan shares recently exposed the fund's fundraising scene. In the context of the “top threshold†of the top ten tradable shares from the end of the first quarter of the 150,000 shares to the end of the second quarter of the 47,000 shares, the company's shareholder list is fully occupied by new funds. Among them, the Agricultural Bank of China Huiye industry holds 2.59 million shares, which is the company's largest tradable shareholder; Huaxia Dividend is open and holds 1.88 million shares, which is the second largest tradable shareholder; BOC Intelligent Manufacturing, Cathay Golden Eagle is flexible The configuration mix holds 1.51 million shares respectively; Cathay Pacific's classic flexible configuration mix holds 950,000 shares; ABC's growth industry (660001, fund bar) mixed holding, Dacheng Jingsheng's regular open bond for one year, ABC's small and medium-sized enterprises The mix of disc mix, agribusiness and consumer theme mix and China's steady growth (519029, fund bar) mixed 650,000 shares, 620,000 shares, 570,000 shares, 550,000 shares and 470,000 shares. Coincidentally, Zhejiang Xiantong, which just announced its semi-annual report this week, is more sought after by various institutions. In the context of the top ten shareholders' “threshold†increase to 390,000 shares, the company's shareholder list is almost all new shareholders. Among them, the South has a steady holding of 620,000 shares, China Petrochemical Corporation's enterprise annuity plan holds 410,000 shares, and Bank of Communications Kanglian Life Insurance Co., Ltd. - own 1 holds 680,000 shares. One of the common characteristics of the two companies is to make supporting products for domestic cars. According to the investigation, the customers of Xinquan are mainly domestic well-known manufacturers of commercial vehicles and passenger vehicles, including Beiqi Foton, GAC Fiat, Chery Automobile and Geely Automobile. Zhejiang Xiantong introduced its development and pointed out that through more than 20 years of development, the company has become a member of the first echelon of China's domestic automotive sealing strip industry. The company has been working with local automakers such as SAIC, GAC, Geely, Chery and Changan. Maintain a long-term stable cooperative relationship. Continued beneficiaries of the rise of self-owned brands Why are the service providers who are mainly focusing on domestic auto equipment being targeted by the organization? The fund manager interviewed said that the continuous improvement of the auto parts industry is the main reason. There are two logics behind this. First, in the context of the rise of self-owned brands, auto parts suppliers will continue to benefit. The actual data corroborated the above statement. Although the overall sales volume of China's auto market in the first half of the year was average, the performance of self-owned brand cars was exceptionally eye-catching. The reporter combed the public data and found that in the first half of the year, in the field of self-owned brands, sales of GAC passenger cars increased by about 56% year-on-year, and sales of Geely Automobile increased by about 88% year-on-year. The sales of SAIC Group (600104, shares), which has a large base, also exceeded the year-on-year growth. 10%, while the overall sales of China's auto sales increased by less than 4%. Affected by this, the performance of a number of auto parts companies has increased significantly, such as the first half of the performance of Xinquan shares increased by 1.38 times. Bohai Securities analysis, this is due to the company's supporting Roewe RX5 and other continued sales. Second, China's auto parts companies have accumulated years of experience in the segmentation field, and the international parts giants frequently divest non-core business, providing an excellent opportunity to enter the global industry chain. There are currently two paths to the world: one is through mergers and acquisitions, and the other is to enter the global supply chain system of customers from supporting domestic customers through the company's own advantages. The former representative is A-share auto parts giant Junsheng Electronics (600699, shares it), which announced in June this year that it plans to invest 1.588 billion US dollars to take advantage of the problem balloon Japan's Takata, the latter representative is the Top Group (601689, Share it) and so on. So, how big is the benefit of the auto parts industry? The number of entrepreneurs who landed in the capital market explains everything. According to the statistics of the Shanghai Stock Exchange, as of now, 24 companies have landed A shares this year, accounting for 22% of all 110 auto parts (Shenwan industry classification) companies, while the number of listed companies in 2016 was 6. There were 9 in 2015 and 8 in 2014. 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