Automobile Industry 02 (Oct 15 - Dec 24)

Re: Automobile Industry 02 (Oct 15 - Dec 21)

Postby winston » Thu Jan 14, 2021 10:04 am

Data: The 5 leading automotive chips suppliers

NXP Semiconductors, Infineon Technologies, Renesas Electronics, Texas Instruments and STMicroelectronics were the top five suppliers of microchips for automotive electronics in 2019, Strategy Analytics reports, with the whole auto chip market slipping slightly by 1.3% to $37.2 billion.

"2019 continued to see global automotive semiconductor demand slowing down with vehicle production flat or down in all of the major regions including China," said Ian Riches of Strategy Analytics.

Source: Smart Brief

https://www.smartbrief.com/s/2020/05/da ... -suppliers
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Re: Automobile Industry 02 (Oct 15 - Dec 21)

Postby winston » Fri Jan 15, 2021 7:29 am

The Four Horsemen of the Auto Industry Apocalypse

by Matt McCall

Disruptive Change #1: The decline of the internal combustion engine.
Disruptive Change #2: The rise of ride sharing services.
Disruptive Change #3: The rise of autonomous vehicles.
Disruptive Change #4: The growing importance of “tech” in cars.



Source: Money Wire
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Re: Automobile Industry 02 (Oct 15 - Dec 21)

Postby winston » Mon Jan 25, 2021 8:17 pm

Technology

Within the automobile industry, electric vehicles are pushing the technology sector higher. Tech stocks have been in limelight last year and I expect EVs to remain a key investment theme for the year.

A key reason is the push for clean energy, which is likely to translate into sustained industry tailwinds. Passenger EV sales have already jumped from 450,000 in 2015 to 1.7 million units in 2020. However, this is just the tip of the iceberg. By 2030, passenger EV sales is expected to increase to 26 million.

I would admit that Tesla (NASDAQ:TSLA) seems expensive at current levels even with the industry tailwinds. However, TSLA stock is worth buying on dips.

Further, there are other interesting names that include Nio (NYSE:NIO), XPeng (NYSE:XPEV) and Li Auto (NASDAQ:LI).

Specific to the United States, it’s expected that EV sales can potentially surged by 70% on a year-on-year basis. With President Joe Biden focused on clean energy, EV sales can continue to accelerate in the coming years.

Commercial EV segment stocks are also worth keeping in the radar. CIIG Merger (NASDAQ:CIIC) and Workhorse Group (NASDAQ:WKHS) are likely to be solid performers.

Source: Investor Place
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Re: Automobile Industry 02 (Oct 15 - Dec 21)

Postby winston » Sat Mar 13, 2021 7:58 am

Electric vehicles will account for three out of five new cars on China’s roads by 2030, UBS forecasts

The Swiss bank predicts that 10 years after that, all new cars around the world will be powered by battery packs

The forecast indicates a faster take-up rate than the Chinese authorities are targeting

by Daniel Ren

Source: SCMP

https://www.scmp.com/business/companies ... ars-chinas
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Re: Automobile Industry 02 (Oct 15 - Dec 21)

Postby winston » Tue Jun 15, 2021 11:59 am

Used Cars

The average age of vehicles on U.S. roadways rose to a record 12.1 years last year, as lofty prices and improved quality prompt owners to hold on to their cars longer.

It was the first time the average vehicle age rose above 12 years, according to data released Monday by research firm IHS Markit.

While the average vehicle age has risen steadily over the last 15 years, the trend accelerated during the coronavirus pandemic partly because of a drop in new-car sales, IHS said.

The finding reflects the stronger value of vehicles throughout their life cycles, from higher new-vehicle prices Americans have been paying for years to steeper prices on the used-car lot, said Todd Campau, associate director of aftermarket solutions at IHS.

Improved vehicle quality also is a factor, he said.

Whereas 20 years ago a car might have changed hands once or twice and lasted 100,000 miles, it is more common today for a car to have multiple owners and last for 200,000 miles or more, he said.

Source: Phillips
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Re: Automobile Industry 02 (Oct 15 - Dec 21)

Postby winston » Mon Jun 21, 2021 8:28 am

Pace picks up for auto sales

China's auto sales are expected to rise 6.5 percent. REUTERS

Automakers in China may recover faster than expected this year amid measures by the government to stabilize vehicle demand.

Vehicle sales in the world's largest car market could rise 6.5 percent this year from 2020, larger than the 4 percent increase projected in January, said Xu Haidong, deputy chief engineer at the China Association of Automobile Manufacturers.

The government has said it will work to encourage "steady increases" in spending on cars this year, a signal Beijing wants to ensure the auto sector has a robust future. Overall vehicle sales are expected to rise this year for the first time since 2017, CAAM said earlier.

New energy vehicle sales could surge 46 percent to more than 2 million units this year, Xu estimated, adding shares of EVs may reach 20 percent to 25 percent of total car sales by 2025.

Premier Li Keqiang told the National People's Congress in March that more car parks, EV charging stations and battery-swapping facilities will also be built, and battery recycling systems developed at a faster pace.

Passenger vehicle sales may gain 10 percent this year, Xu said.

NEV makers, such as Tesla, Nio, Xpeng and BYD (1211), are expanding manufacturing capacity in China.

China could extend tax exemptions on NEV purchases beyond 2022 to support development of the sector, Wan Gang, a high-ranking policy adviser who is often referred to in state media as China's "father of EV," said last week.

Source: The Standard

https://www.thestandard.com.hk/section- ... auto-sales
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Re: Automobile Industry 02 (Oct 15 - Dec 21)

Postby winston » Mon Jul 19, 2021 1:16 pm

DEVELOPED MARKETS AUTOS SECTOR – RACE TOWARDS ELECTRIFICATION

Ongoing challenges from global chip shortage should improve gradually, but supply capacity issue will likely persist beyond 2021, constraining the extent of volume growth recovery in the sector.

Electric vehicles (EV) adoption should drive further structural industry disruptions and fuel multi-year demand growth, which offers both opportunities and disruptions within the value chain.

Prefer a more selective approach for new entries following the auto sector’s out-performance year to date, which has been driven by the faster developed markets’ economic re-opening and rotation towards cyclical sectors.

Remaining sector ideas with double digit potential upside to fair values, provide exposure to the structural EV growth story and decent ESG performance include Bayerische Motoren Werke (BMW GY), Borgwarner (BWA US), Continental AG (CON GY) and Honda Motor (7267 JP).

While there is still potential upside to fair value for Volkswagen (VOW GY), one of the traditional auto-maker leaders in battery electric vehicle (BEV) model introductions, investors should be mindful of its higher ESG risks.

ESG considerations - Increasing focus on EVs will continue to tackle the sector’s rising emissions footprint driven by rising vehicle demand. Myth that EVs are emissions-free (it is more appropriate to view the segment as lower-emitting). It is also important to consider sources of energy mix for EV charging, which will influence the emission levels generated from different countries/regions’ grids

Developed market (DM) auto picks featured on our focus list this year (such as General Motors, Borgwarner, BMW and Honda Motor) have delivered solid double-digit gains, as the sector benefitted from earlier developed markets economic re-opening and ongoing rotation into cyclical sectors this year.

Tactical investors who have followed our earlier calls may wish to lock in some profits on General Motors (GM US), which we have previously taken profit within our research focus list due to limited upside to fair value and prefer to accumulate fresh positions on pullback instead.

Within this report, we have provided key updates from our recent webinar with Morningstar’s developed markets auto analysts and ESG considerations to provide a more complete perspective when approaching the sector. Due to more extended sector valuations, we advise a more selective approach for new entries.

Source: OCBC
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Re: Automobile Industry 02 (Oct 15 - Dec 21)

Postby behappyalways » Sun Oct 31, 2021 10:58 am

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Re: Automobile Industry 02 (Oct 15 - Dec 21)

Postby behappyalways » Mon Nov 22, 2021 4:23 pm

晶片電池荒 供應鏈亂 買新車要等 二手車飆漲-李四端的雲端世界
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Re: Automobile Industry 02 (Oct 15 - Dec 22)

Postby winston » Sat Dec 11, 2021 7:29 am

China vehicle sales fall 9.1pc in November

China's auto sales dropped 9.1 percent in November from a year earlier, industry data showed on Friday, for their seventh consecutive monthly fall as a prolonged global shortage of semiconductors disrupts production.

Overall sales in the world's biggest car market stood at 2.52 million vehicles in November, data from the China Association of Automobile Manufacturers (CAAM) showed.

Sales of new energy vehicles (NEV) maintained strong momentum, growing 121 percent to 450,000 units in November, as the government promotes greener vehicles to cut pollution.

November sales had beaten the association's expectations, said an official of the body, Chen Shihua as companies benefited from falling prices of raw materials and an easing of power shortages that halted output at many factories in prior months.

Source: Reuters

https://www.thestandard.com.hk/breaking ... mber%C2%A0
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