Market performance and highlights this week: Contemporary Amperex Technology Co.Limited(300750) 24 billion investment in power battery project
This week (from December 27 to December 31, the same below), the A-share market generally rose, and the Shanghai Composite Index closed at 3640 points, up 0.60%; The Shenzhen Component Index closed at 14857, up 1.00%; Gem index closed at 3323 points, up 0.78%. In terms of the style of large and small cap, the large cap index rose 0.17% and the small cap index rose 2.16% this week. Since 2021, the market index has decreased by 5.75%, the small index has increased by 20.28%, and the small / large ratio is 1.27. Petpal Pet Nutrition Technology Co.Ltd(300673) , Jade Bird Fire Co.Ltd(002960) , Amlogic (Shanghai) Co.Ltd(688099) led the increase this week.
Highlights of this week: Tesla recalled nearly 500000 vehicles due to parts problems, close to its total delivery in 2020; The Contemporary Amperex Technology Co.Limited(300750) 24 billion power battery project was invested and built, and a supply agreement was signed with Geely; The Ministry of industry and information technology and other eight departments jointly issued the intelligent manufacturing development plan during the 14th five year plan.
Major events this week: Fujian Nebula Electronics.Ltd(300648) equity incentive scheme deserves special attention. Fujian Nebula Electronics.Ltd(300648) it is proposed to grant 4.32 million restricted shares to employees at the price of 55.24 yuan / share. The performance assessment objectives are: the operating revenue in 2022, 2023 and 2024 will not be less than 1.3 billion yuan, 2.0 billion yuan and 3 billion yuan respectively. This equity incentive is conducive to the establishment of a benefit sharing and restraint mechanism between shareholders and directors, senior managers, management backbone and technical business backbone of the company (including subsidiaries), Realize the long-term sustainable development of the enterprise.
Special topic of this week: Huawei is committed to establishing ecology and unifying industry “measurement”
“Platform + ecology” Huawei is committed to bringing the digital world to every car. Huawei automotive solutions ecological forum was held online. With the theme of “sharing ecology and jointly creating the future”, this conference is committed to establishing a unified digital base for the automotive industry and comprehensively enabling the development of automotive intelligence.
Idvp is committed to establishing a standardized platform at the vehicle level to realize software and hardware decoupling. At present, idvp platform includes computing and communication architecture CCA, on-board operating system and multi domain collaborative software framework hascore, which will greatly simplify vehicle development in the future. As the brain of auto driving, MDC platform continues to improve. MDC constructs the standardized ecology of automatic driving, makes efforts in interface standards, development tools and cooperative ecology, and fully covers high, middle and low-level automatic driving scenes. Hongmeng locomotive operating system accelerates the development of intelligent cockpit. Huawei aims at hardware modularization, interface standardization and system platform, and builds an intelligent cockpit ecosystem around Hongmeng locomotive operating system. Turn the car into a safe, personalized, full scene, interconnected and emotional intelligent travel space, open up the application ecology and hardware ecology, and bring rich people, cars and life experiences to users. Satellite flash technology redefines vehicle wireless short-range communication. Star flash technology has the advantages of low delay, anti-interference, high safety, high efficiency and multi concurrency. It can be effectively used in vehicle audio, interactive screen projection, panoramic look around, wireless BMS and other fields.
Focus on recommending themes and stocks, and newly recommend Juguang technology
Smart car theme (Ju Guang technology, Huizhou Desay Sv Automotive Co.Ltd(002920) , Foryou Corporation(002906) , Ingenic Semiconductor Co.Ltd(300223) , Thunder Software Technology Co.Ltd(300496) , Lianchuang Electronic Technology Co.Ltd(002036) , Ningbo Joyson Electronic Corp(600699) , Meig Smart Technology Co.Ltd(002881) ), and Ju Guang technology is newly recommended this week; Leisure snack theme ( Yanker Shop Food Co.Ltd(002847) , Bestore Co.Ltd(603719) , Three Squirrels Inc(300783) ); Pet and Breakfast themes ( Petpal Pet Nutrition Technology Co.Ltd(300673) , Zhongyin Babi Food Co.Ltd(605338) ); High end manufacturing themes ( Amlogic (Shanghai) Co.Ltd(688099) , Jade Bird Fire Co.Ltd(002960) , Jutze Intelligent Technology Co.Ltd(300802) , Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) ).
Risk tip: the economy has fallen sharply; Major changes in capital market reform policies; The prosperity of the industry is lower than expected.
