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In a recent research report, Huatai Securities highlights three pivotal shifts reshaping the automotive industry: Firstly, escalating prices of essential raw materials—including memory chips, copper, and aluminum—are imposing significant cost pressures on vehicle manufacturers. Secondly, the performance struggles faced by Bosch, the world's premier automotive parts supplier, underscore the complexities of Europe's supply chain transformation. Thirdly, Canada's recent reduction of tariffs on Chinese electric vehicles to 6.1% opens new avenues for Chinese automakers to penetrate the North American market. Amid these profound adjustments in the global automotive landscape, Huatai Securities advises investors to focus on fully-integrated vehicle manufacturers that boast advantages across the entire industrial chain and are actively pursuing global expansion strategies.
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