新能源汽車行業週報:美大選落定,新能源汽車有望受重大支持,給予“推薦”行業評級
機構:華西證券
評級:推薦
美大選落定,新能源汽車有望受重大支持。繼續重點推薦 3C 產業鏈、半導體設備、鋰電設備等,推薦:科森科技(603626)、賽騰股份(603283)、先導智能(300450)、快克股份(603203)、邁為股份( 300751 )、 英 維 克 ( 002837 ), 科 創 板 : 石 頭 科 技(688169)、柏楚電子(688188)(華西機械&中小盤聯合覆蓋)。
重點行業動態:美大選塵埃落定,新能源汽車產業鏈有望受重大支持。1)美國大選塵埃落定,根據拜登競選時發言,美國政府可能將再次努力收緊汽車排放管制並鼓勵電動車的發展:如未來美國政府將在全國範圍內增加 50 萬電動車充電站,還將為電動車提供補貼,未來還將有每年 5000 億美元的政府採購以確保清潔排放等等。2)近日國務院辦公廳印發《新能源汽車產業發展規劃(2021-2035 年)》:到 2025 年純電動乘用車新車平均電耗降至12.0 千瓦時/百公里,新能源汽車新車銷售量達到汽車新車銷售總量的 20%左右,到 2035 年純電動汽車成為新銷售車輛的主流,公共領域用車全面電動化等。我們判斷受國內外產業政策支持,國內鋰電設備等新能源汽車相關產業鏈將繼續保持高景氣度。
重點推薦:蘋果“大年”有望延續,繼續重點推薦 3C 設備產業鏈。1)iPhone12 系列銷量強勁,國內蘋果 3C 自動化設備企業業績彈性在二三季度有所體現,考慮到受疫情影響產業鏈延後,相關企業四季度業績同樣將延續高增長。2)明年新款 TWS 耳機、iPad 等新產品將陸續上市,同時我們判斷蘋果為搶佔市場將加快產品創新週期,國內設備企業將受持續利好,“大年”有望延續。
投資建議:1)看好國內 3C 產業鏈,推薦科森科技、賽騰股份、快克股份,受益標的華興源創、精測電子等。2)疫情之下小家電有望迎來大風口,推薦擁有核心技術和優質渠道的智能掃地機器人公司石頭科技。3)鋰電設備下游空間大,設備公司確定性強,推薦先導智能。4)同時推薦國內精密温控優質標的英維克、激光切割控制系統龍頭柏楚電子(華西機械&中小盤聯合覆蓋)。5)HIT 有望成為下一代主流電池片技術,推薦邁為股份。
風險提示:經濟增長波動加大;相關企業訂單獲取不及預期等。
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