1. Haiyu Auto 600741: Its main business is the independent supply of R&D, production and sales of auto parts. Its circulation market value ranks first in the industry at 64.505 billion yuan, and its price-to-earnings ratio reaches 8.74;
2. Weichai Power 000338: The first company in China’s diesel engine industry to be listed in Hong Kong. Its market capitalization ranks second in the industry at 50.969 billion yuan, with a price-to-earnings ratio of 9.19;
3. Fuyao Glass 600660: It is the largest automotive glass production supplier in China with the highest technical level and largest export volume. Its circulation market value ranks third in the industry at 45.808 billion yuan, and its price-to-earnings ratio reaches 23.67.
In addition, there are Joyson Electronics 600699, Xingyu Shares 601799, Wanxiang Qianchao 000559, Weifu Hi-Tech 000581, Wanfeng Aowei 002085, etc.
1. The leading stocks in the new energy vehicle sector are:
1. Landai Technology (601127): leader. On June 15, 2016, the company was successfully listed on the A-share market with the stock code 601127. Xiaokang Co., Ltd. has successively won the honors of China's Well-known Trademark, National Contract-abiding and Credit-worthy Enterprise, National Employment Advanced Enterprise, and National Intellectual Property Demonstration Enterprise, and has been selected into China's Among the top 500 private enterprises, the top 500 Chinese manufacturing companies, and the top 500 Chinese machinery companies, the company achieved a net profit of 7.72 million in 2020, with a compound growth rate of -50.5% in the past five years; earnings per share were 0.0100 yuan.
2. Ningde Era (000625): leader. The above-mentioned subsidies are government subsidies related to income, and the impact on the profit and loss in 2018 is 200 million yuan. The company will achieve a net profit of 5.583 billion in 2020, a year-on-year increase of 22.43%. The compound growth rate in the past three years is 28.39%; the gross profit margin is 27.76%.
3. BYD (002510): leader. The 2017 annual report stated that during the reporting period, new energy vehicle customers such as BAIC New Energy, Zhiche Youxing, WM Motor, Xpeng Motors, and Leapmotor were added to the original new energy vehicle customers. The company achieved Net profit was 4.234 billion, a year-on-year increase of 162.27%; return on net assets was 7.43%, gross profit margin was 19.38%, and earnings per share were 1.4700 yuan.
4. Xiaokang Shares (002594): the leader. BYD has a large technology research and development team and strong technological innovation capabilities. It has successively developed a series of world-leading forward-looking technologies and established a global leading advantage in the field of new energy vehicles. The company achieved a net profit of -1.729 billion in 2020, a year-on-year increase of -2690.76%.
5. Other new energy vehicle stocks include: China Grand Automobile, Joyson Electronics, China Automotive Research Institute, Great Wall Technology, Almaden, Hanma Technology, Shunwei Co., Ltd., Xingyuan Materials, Insurance Lixin, Redick, Derivative Technology, Linglong Tire, Potassium International, Jianghuai Automobile, Tianci Materials, Guangzhou Automobile Group, Lihu Co., Ltd., etc.