Market review this week
This week (2.6-2.12), the smart car index fell 6.65%, which was higher than the 50 (- 4.85%) of Kechuang, and the performance was lower than that of CSI 300 (0.82%). Among individual stocks, Nanjing Hanrui Cobalt Co.Ltd(300618) , China Transinfo Technology Co.Ltd(002373) , Zhejiang Huayou Cobalt Co.Ltd(603799) led the gains, rising 6.54%, 3.42% and 2.34% respectively this week.
Highlights of this week
Investment and financing process: 1) joint pile of charging pile equipment manufacturers of new energy vehicles to obtain strategic investment; 2) BMW Yingzhibao was acquired as a franchised dealer; 3) Enli power, a high-performance power battery developer, completed round a financing; 4) Ningde Dongheng machinery, a manufacturer of new energy auto parts, was Shanghai Sk Automation Technology Co.Ltd(688155) acquired; 5) Zhilv chilye, a supplier of high voltage electrical parts for new energy vehicles, completed round C financing; 6) Yinjia electronics, a manufacturer of automobile driving safety assistance system and equipment, completed round a financing; 7) Lingzhi China, developer of smart Logistics Industrial Park, completed round a financing; 8) AMEX intelligent, a provider of artificial intelligence travel system solutions, received a strategic investment of 94.18 million yuan; 9) Vision systems, a French visual protection system provider, was acquired by gauzy; 10) Flexport, an American freight logistics service platform, completed round f financing of US $935 million; 11) MoraI, the test solution provider of automatic driving simulation platform, completed round B financing of US $20.8 million; 12) Xpressbees, an Indian logistics company, completed round h financing of US $300 million; 13) Basigo, a Kenyan electric vehicle developer, completed a seed round of financing of US $4.3 million; 14) Pilot freight services, a global shipping and logistics solution provider in the United States, was acquired by Maersk; 15) Fazua, a German developer of electric bicycle drive system, was acquired by Porsche.
News: 1) the name was released in April and Kia / Yueda plans to establish a joint venture; 2) The planned production capacity exceeds 15gwh, and the phase II project of vision power battery manufacturing base is started in Wuxi; 3) Foxconn and Thailand group PTT set up a joint venture and put into operation electric vehicles in 2024; 4) Apple wants to introduce machine learning into Apple car: to make driving decisions quickly; 5) Xiaopeng automobile has become the first new car making force to be incorporated into Hong Kong stock connect; 6) Contemporary Amperex Technology Co.Limited(300750) fell 9%, and the market value evaporated 200 billion in February.
Recent outlook
Recent major conferences: 1) 2022 International Forum on advanced manufacturing technology of new energy auto parts; 2) 2022 smart Logistics Conference of automobile industry.
Recently listed models: Land Rover (imported) Range Rover Sport, GAC motor ga6, etc.
Risk tips: smart car technology advances slowly, technology upgrade is less than expected, policy risks, etc.
