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Automotive mold industry: downstream expansion to meet the rapid growth period.
Release time:
2020-01-03
Automotive molds are the mother of automotive technology and are capital-intensive, knowledge-intensive and non-standard. With the advancement of the new four modernizations in the automotive industry, mold companies are actively expanding to downstream structural parts, and with their technology and service advantages, they are ushering in a period of investment opportunities for rapid growth in performance. We recommend to pay attention to the active expansion of downstream structural parts of the automotive mold head enterprises, such as Ruiyu mold, Xiangxin Technology, Minglida, Weitang Industry, Joint Force Technology and Zhenyu Technology (except Zhenyu Technology is not covered). Reason: automotive mold as the mother of automotive technology and benefit amplifier, the industry pattern of steady growth. With the trend of new energy to accelerate the replacement of passenger cars, supporting the growth of demand for automotive stamping dies. We estimate that the domestic passenger car stamping mold market size is 47.5 billion yuan in 2022, is expected to reach 81.8 billion yuan in 2027, and the five-year CAGR is 11.5. At the same time, the new four automotive industry to deepen industry barriers, scattered market pattern is expected to optimize, high-end mold knowledge and capital-intensive characteristics significantly. Earnings forecast and valuation: It is recommended to pay attention to the automotive mold head enterprises that actively expand to downstream structural parts, and the enterprises not covered have Zhenyu Technology. Risks: Downstream demand is less than expected, capacity construction is less than expected, and new energy penetration is less than expected.
Automotive molds are the mother of automotive technology and are capital-intensive, knowledge-intensive and non-standard. With the advancement of the new four modernizations in the automotive industry, mold companies are actively expanding to downstream structural parts, and with their technology and service advantages, they are ushering in a period of investment opportunities for rapid growth in performance. We recommend to pay attention to the active expansion of downstream structural parts of the automotive mold head enterprises, such as Ruiyu mold, Xiangxin Technology, Minglida, Weitang Industry, Joint Force Technology and Zhenyu Technology (except Zhenyu Technology is not covered). Reason: automotive mold as the mother of automotive technology and benefit amplifier, the industry pattern of steady growth. With the trend of new energy to accelerate the replacement of passenger cars, supporting the growth of demand for automotive stamping dies. We estimate that the domestic passenger car stamping mold market size is 47.5 billion yuan in 2022, is expected to reach 81.8 billion yuan in 2027, and the five-year CAGR is 11.5. At the same time, the new four automotive industry to deepen industry barriers, scattered market pattern is expected to optimize, high-end mold knowledge and capital-intensive characteristics significantly. Earnings forecast and valuation: It is recommended to pay attention to the automotive mold head enterprises that actively expand to downstream structural parts, and the enterprises not covered have Zhenyu Technology. Risks: Downstream demand is less than expected, capacity construction is less than expected, and new energy penetration is less than expected.
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2020-12-10
Kunshan Jiafengsheng Precision Electronics Co., Ltd.
Contact: Hu Guang
Tel: 0512-50132658
Fax: 0512-50132758
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