Title China¡¯s Auto industry - Rosy start to 2021
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Title:China¡¯s Auto industry - Rosy start to 2021
Download File:China Auto industry note 210304--sinopac.pdf 
Summary:Recommended: • Power battery for NEV: Contemporary Ampeex Technology (300750 CH; CATL), BYD (002594 CH), EVE Energy (300014 CH), Energy New Material (002812 CH), Putailai (603659 CH), Tinci Materials (002709 CH), Lead Intelligent (300450 CH) • Material: Ganfeng Lithium (002460 CH), Huayou Cobalt (603799 CH) • Tesla: Sanhua Intelligent Controls (002050 CH), Ningbo Tuopu (601689 CH), Fuyao Glass (600660 CH) • CV: Sinotruk (000951 CH), Weichai Power (000338 CH), Yutong Bus (600066 CH) • PV: Saic Motor (600104 CH), Chang-An Auto (000625 CH) • Intelligent driving: ThunderSoft (300496 CH), Desay SV (002920 CH)
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