Healthcare, Automotive May 24, 2022 07:59 AM (GMT+8) · EqualOcean
CSC believes that the purchase tax reduction of 60 billion yuan may contribute 1.44-1.8 million new sales of passenger cars, corresponding to a year-on-year growth rate of about 6.7% - 8.4% in 2021. The core driving force for the recent strength of the auto sector market lies in the clear rebound trend at the bottom of the fundamentals after the epidemic is alleviated. If the follow-up steady growth policy is implemented, it is expected to further strengthen the upward elasticity. At the current time point, the fundamentals of the sector and the bottom of the market have been consolidated, the margin of various factors has improved, the industry boom has rebounded + the first quarter report is better than expected + the independent market share has increased & the electric intelligent dividend has a strong upward momentum under the expectation of the steady growth policy, so it is suggested to actively increase the allocation.

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