汽车行业动态研究报告：丝杠量产临近，关注设备端投资机会

Investment Rating - The report maintains a "Buy" recommendation for the industry, indicating a positive outlook for investment opportunities [5]. Core Insights - The screw rod sector is entering a capacity construction phase, with significant investment required in equipment. The cost of foreign internal thread grinding machines is approximately 10 million yuan, compared to 3 million yuan for domestic equipment. The depreciation cost of foreign machines is higher, making domestic equipment a preferred choice for cost reduction [1][2]. - The domestic market for internal thread grinding machines is projected to have a market space of nearly 200 billion yuan, corresponding to the production of one million robots. The market potential is substantial, with estimates of 14 billion yuan, 144 billion yuan, and 1,438 billion yuan for internal thread grinding machines at production levels of 10, 100, and 1,000 million units respectively [2]. - Domestic manufacturers are capable of meeting the demand for external thread equipment, but there are few companies that can produce internal thread grinding machines that meet the required standards. Key players include Huachen Equipment, Rifa Precision Machinery, and Qinchuan Machine Tool [3]. Summary by Sections Market Performance - The automotive sector has shown a relative performance of -1.3% over the last month, 7.8% over the last three months, and 26.3% over the last year, indicating a strong long-term growth trend compared to the Shanghai-Shenzhen 300 index [1][7]. Recommended Companies and Profit Forecast - The report highlights several companies with strong growth potential: - Shuanglin Co., Ltd. (300100.SZ) with an EPS forecast of 1.03 for 2025 and a PE ratio of 34.50 [5]. - Best (300580.SZ) with an EPS forecast of 0.81 for 2025 and a PE ratio of 32.17 [5]. - Redick (300652.SZ) with an EPS forecast of 1.52 for 2025 and a PE ratio of 18.36 [5]. - Beite Technology (603009.SH) with an EPS forecast of 0.36 for 2025 and a PE ratio of 132.67 [5].