商务部最新发声，汽车行业迎利好！这些超跌概念股亮了

Core Viewpoint - The Ministry of Commerce is set to promote reforms in the automotive circulation and consumption sector, which is expected to benefit the automotive industry significantly [2] Group 1: Automotive Industry Developments - The Ministry of Commerce plans to expand automotive consumption by promoting reforms in the automotive circulation, including enhancing the second-hand car market and expanding automotive aftermarket services such as modifications and rentals [2] - Dongguan Securities maintains an overweight rating on the automotive sector, citing strong demand driven by policies like "trade-in" and extended subsidies, with the passenger car market continuing to grow [2] - Zhongyuan Securities forecasts a moderate adjustment or stabilization in the total passenger car market by 2026 due to reduced purchase tax subsidies and increased technical barriers, while commercial vehicle exports remain robust [2] Group 2: Stock Performance and Institutional Interest - A-share automotive concept stocks have seen an average price increase of 38.4% this year, with 26 stocks rising over 100%, led by Tianpu Co., which has surged 1076.8% [3] - Tianpu Co. clarified rumors regarding its acquisition by Zhonghao Xinying, stating that it is pursuing an independent IPO and has no plans for a backdoor listing through Tianpu [3] - In November, 25 automotive concept stocks received attention from 10 or more institutions, with Ninebot Company-WD being the most researched, attracting 179 institutional inquiries [4] Group 3: Price Corrections and Institutional Research - Among stocks that have seen significant price corrections, several automotive concept stocks have retraced over 20% from their yearly highs, including Haon Electric and BYD, with declines exceeding 30% [4][5] - Ninebot Company-WD reported strong sales performance, with a 68% year-on-year increase in self-operated sales, while Chang'an Automobile received 67 institutional inquiries following the launch of its new product [4]