Market review this week
This week (3.6-3.12), the smart car index fell 4.33%, higher than CSI 300 (- 4.22%) and Kechuang 50 (- 3.48%). Among individual stocks, Shenzhen Kedali Industry Co.Ltd(002850) , Ningbo Tuopu Group Co.Ltd(601689) , Shenzhen Senior Technology Material Co.Ltd(300568) rose the most, rising 6.09%, 3.69% and 3.61% respectively this week.
Highlights of this week
Investment and financing process: 1) Xiaoma Zhihang, a fully automatic driverless vehicle R & D company, completed round D financing; 2) Tuche technology, a branded operation platform with automobile testing as its main business, has completed tens of millions of yuan of angel round financing; 3) The third-party technical service platform of automobile industry, China automobile center Yancheng test site, is listed; 4) Huineng technology, the operator of electric vehicle charging pile, has obtained tens of millions of yuan of strategic investment; 5) Yikatong (China) Technology Co., Ltd., a developer of automotive electronic chips, received hundreds of millions of yuan of strategic investment; 6) Driverless vehicle radar developer Yijing technology obtains strategic investment; 7) Weilai, a company building electric intelligent vehicle products, is listed; 8) Botai Yuezhen, an Internet of vehicles technology service provider, received a strategic investment of 300 million yuan; 9) Convelio, a French cross-border logistics service provider, completed round B financing of US $35 million; 10) Fetch, an American truck rental platform, received a strategic investment of US $3.5 million; 11) Alpina, a German automobile manufacturing service provider, was acquired by BMW China.
News: 1) Aston Martin / britishvolt cooperation in battery research and development; 2) Weilai officially landed on the Hong Kong Stock Exchange; 3) Wanda automobile set up a new company in Changsha, with business scope including battery sales; 4) Albina has officially become a brand of BMW Group; 5) Qualcomm, BMW and Arriver cooperate to develop the next generation autopilot system.
Policy: 1) the Ministry of industry and information technology issued the “publicity list of inventory vehicle products that meet the requirements and apply for postponement of sales”.
Recent outlook recent major conferences: 1) the 7th China automotive intelligent production lean logistics Collaborative Development Forum in 2022; 2) The 3rd autocs 2022 intelligent vehicle information security conference; 3) The second new energy battery and key core materials frontier technology and intelligent manufacturing Summit Forum; 4) 2022 China International Intelligent Transportation Industry Conference.
Recently listed models: ZTE Weishi 1986, Changan new energy Changan uni Kidd, etc.
Risk tips: smart car technology advances slowly, technology upgrade is less than expected, policy risks, information and data are not updated in time, etc
