智能网联汽车加速“行驶” 社保基金重仓17只概念股

Industry Insights - The smart connected vehicle sector is a crucial direction for the global automotive industry's transformation, with increasing penetration rates and accelerated commercialization in China due to favorable policies and technological innovations [1] - The Guangzhou government has launched a three-year action plan aiming for over 90% of new vehicles to be L2 (or higher) smart connected vehicles by 2027, promoting large-scale demonstration applications of autonomous driving [1] - Various regions, including Hangzhou and Henan, are implementing policies to support the smart connected vehicle industry through financial backing and pilot programs [1] Market Performance - As of June 24, 120 smart connected vehicle concept stocks in the A-share market collectively rose over 3%, with several stocks hitting the daily limit [3] - The median rolling P/E ratio for these stocks is 47.52, with 10 stocks having a rolling P/E ratio below 20, indicating potential undervaluation [3] - Huayu Automotive has the lowest rolling P/E ratio at 8.55, focusing on smart driving systems and digital solutions [3] Institutional Investment - Multiple concept stocks have gained favor from institutional investors, with 17 stocks held by social security funds, totaling a market value of 7.971 billion yuan [5] - Yutong Bus has been consistently favored by social security funds for seven consecutive quarters, with a holding value of 1.173 billion yuan [5] - QFII has also shown interest, with 14 concept stocks held at a total market value of 2.377 billion yuan, indicating strong institutional confidence in the sector [6]