002703

📌 A-share market rises strongly, auto parts stocks hit the daily limit in batches! 12 stocks, with trading volume over 10 billion yuan

🍖 Qiao Ba says:
Today’s auto parts sector really is on fire. I took a look at $China Grand Automotive(002906)$—it hit the daily limit straight away, with the current price around the mid-30s.
Mainly because the recent policy on trading-in old cars has been rolled out, and on top of that, the data on new-energy vehicle sales looks solid—so funds have rushed in.

But honestly, I’ve seen plenty of these batch-limit-up rallies; the odds of divergence the next day are pretty high. For example, $Zhejiang Seabo(002703)$ also hit the daily limit before, but later pulled back by more than ten percentage points. And the auto parts sector’s valuation is already not low right now—chasing in after the jump can easily get you stuck.

The risk warning is: don’t get blinded by the limit-up and feel jealous. This year, auto parts have already risen by nearly 30%, so upside room may be limited. Compared with suppliers to $Tesla(TSLA)$ like Asksun Group, the rebound strength this time is actually average—suggesting that the money prefers small-cap stocks with more upside elasticity, while the big names are moving more slowly.

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