Special analysis of aluminum alloy die-casting parts in the automotive industry: the arrival of the era of large die-casting
Release time:
2021-11-12
Looking forward to the future, we believe that the aluminum die casting sector may be experiencing a mid to long-term turning point of performance explosion, which is worth paying special attention to. The core logic is as follows:
Looking forward to the future, we believe that the aluminum die casting sector may be experiencing a mid to long-term turning point of performance explosion, which is worth paying special attention to. The core logic is as follows:
Integrated die-casting has significantly increased the capital and technical barriers of the die-casting industry, and concentration ratio is expected to continue to increase; Leading companies are utilizing their financing advantages to significantly expand production, and are expected to increase their revenue in the next 2-3 years.
Fixed Asset turnover and depreciation/income ratio will be at the profit inflection point in 2021, supporting the rise of gross profit margin; In the short term, as the cost part shifts to downstream customers and aluminum prices rebound from high levels, the cost side pressure is relieved, and the gross profit margin is expected to further improve; Due to the relatively stable cost rate, the industry's net profit margin is expected to continue to improve.
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