Attention this week: the official microblog of ideal car released some information about the new model L9, which is expected to sell for 45 Tianma Microelectronics Co.Ltd(000050) 0000
On March 9, the official microblog of ideal automobile released the interior picture of the new model L9. The new car will be launched during the 2022 Beijing auto show, with a price range of 45 Tianma Microelectronics Co.Ltd(000050) 0000 yuan. The ideal L9 is located in the family flagship SUV. It is built based on the second-generation new add-on program platform of the ideal car, which is significantly improved in intelligence and size compared with the first model, the ideal one. The ideal L9 will create three-dimensional space interaction. The car has six microphones and 3DTOF sensors, a powerful computing platform, and a five screen interaction mode, raising the audio-visual and entertainment experience of the smart car to a new level. In addition, in terms of suspension, the ideal L9 may be equipped with the air suspension of wiebuck, Germany. Ideal L9 continues the family car positioning of ideal one, and will become the first full-size luxury SUV in China after listing.
Market review: the industry underperformed the market, and about 13% of the individual equity closed up weekly
(1) this week, the CSI 300 index fell by 4.22%, the gem index fell by 3.03%, and the auto sector fell by 4.45%, underperforming the market by 0.45 percentage points. Among them, the power equipment sector had the smallest decline in the week, with a weekly decline of 1.01%.
(2) in terms of individual stocks, 24 companies in the auto sector closed up this week, accounting for nearly 13%, with Zhonglu.Co.Ltd(600818) , Hainan Drinda Automotive Trim Co.Ltd(002865) leading the rise this week. Among the sub sectors of new energy vehicles, Do-Fluoride New Materials Co.Ltd(002407) led the rise with a weekly increase of 4.78%.
The war between Russia and Ukraine led to the rise of raw material costs, and Weilai automobile went to Hong Kong for listing
(1) the Russian Ukrainian war caused Toyota, Hyundai, Volkswagen, Porsche, and other car companies to stop production or stop exporting products to Russia, and the prices of rare gases neon and palladium rose sharply.
(2) on March 10, Nilai automobile NiO was officially listed on the Hong Kong stock exchange. The opening price was HK $160, opening higher on the first day, up more than 5%, closing at HK $158.9, down 0.688%, with a market value of HK $265.2 billion.
(3) Guangzhou Automobile Group Co.Ltd(601238) , Geely Automobile, Great Wall Motor Company Limited(601633) , Baic Bluepark New Energy Technology Co.Ltd(600733) , Chongqing Changan Automobile Company Limited(000625) and other auto enterprises issued production and marketing express reports Zhejiang Shuanghuan Driveline Co.Ltd(002472) , Ling Yun Industrial Corporation Limited(600480) , Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) and other suppliers release performance express.
(4) in terms of new vehicles on the market, Mazda CX-60, Chang’an uni-k IDD and song Max DM-I are on the market. Among them, the listing price of Changan uni-k IDD is 176900192900.
This week’s view
With the acceleration of electrification and intelligence, the automotive industry has ushered in a long-term upward cycle. In terms of vehicle manufacturers, the beneficiaries include Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) , Chongqing Changan Automobile Company Limited(000625) , Geely Automobile, Guangzhou Automobile Group Co.Ltd(601238) , Saic Motor Corporation Limited(600104) as well as new forces Weilai automobile, Xiaopeng automobile, ideal automobile, etc. Among the parts and components that have been part of the parts and components that have benefited from the inclusion of parts and components, which include Wuxi Best Precision Machinery Co.Ltd(300580) , Huayu Automotive Systems Company Limited(600741) , Bethel Automotive Safety Systems Co.Ltd(603596) Ningbo Tuopu Group Co.Ltd(601689) , Zhejiang Yinlun Machinery Co.Ltd(002126) , Ningbo Xusheng Auto Technology Co.Ltd(603305) , Jiangsu Xinquan Automotive Trim Co.Ltd(603179) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , etc.
Risk tips
The macroeconomic recovery was less than expected, and the demand for automobiles at home and abroad was less than expected.
