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Recent industry <br> <br> US election is over, Trump was elected president, triggering market for the United States to increase infrastructure investment expectations.
Commentary: US stocks plate strength heavy truck passenger car parts sector Pudie <br> <br> the one hand, Trump benefited from increased infrastructure investment policy, a stronger US stocks heavy truck sector, the company is the largest increase in heavy truck engine manufacturers Cummins (Cummins) rose 12.4%. Second, Modine (MOD, made by Modine) rose 3.65%. It is completely comparable to the domestic silver wheel shares, mainly as heat exchangers. In addition, Allison Transmission and Dana rose more than 2.5%. The domestic comparable companies are Wanliyang and Fast and Handee axles of Weichai Power. On the other hand, the parts and components of the passenger car segment saw a general decline, with General Motors, Delphi, Lear and Magna falling by more than 2.5%. Trump’s proposal of relocating manufacturing to the mainland and “anti-globalization†will prompt the return of low-value-added manufacturing to the United States and disguise the globalization dividend previously enjoyed by some local component companies. An important reason for the decline in car parts and plates.
US efforts to increase investment in infrastructure heavy truck parts sector exporting companies benefit <br> <br> subject to US anti-dumping, product parameters do not match and more closed markets and other reasons, the number of heavy truck and passenger vehicle exports to the US is close to zero. As for parts and components, there are relatively few export companies to the United States in the heavy truck industry chain, mainly including the shares of Yinlun, Zhongyuan, and Weichai.
Bad passenger car parts sector exporting companies <br> <br> analogy United States parts company, "anti-globalization" program will also dampen US demand for imports on the domestic passenger car parts company. The stock prices of companies such as Nexteer and Minth Group fell following the North American passenger car parts suppliers in the context of the overall market uptrend. However, looking ahead, we expect that companies will take active measures to effectively hedge the risks posed by import restrictions. Taking Minth Group as an example, it set up a factory in Michigan and provided the complete supply to the U.S. OEM through a local factory.
2012-2016 narrow sales of domestic passenger car chart 
Valuation, advice and risk <br> <br> the US passenger car market experienced years of growth has obvious signs of the top, so the US passenger car industry chain has revenue of more companies to benefit from a stronger dollar, The recommended companies in the heavy truck industry chain may be Silver Wheel, Neutrai, and Weichai Power.
Trump policy fell below expectations.
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