Market review this week
This week (3.13-3.19), the smart car index rose 3.09%, better than CSI 300 (- 0.94%) and Kechuang 50 (- 1.45%). Among individual stocks, Shenzhen Senior Technology Material Co.Ltd(300568) , Shenzhen Kedali Industry Co.Ltd(002850) , Eve Energy Co.Ltd(300014) rose the most, rising 15.48%, 14.65% and 10.99% respectively this week.
Highlights of this week
Investment and financing process: 1) Mianyang Fulin Precision Co.Ltd(300432) obtained a strategic investment of 1.499 billion yuan; 2) Us logistics capacity supply platform to complete Angel round financing; 3) Aventon, an American electric bicycle manufacturer, completed a round of financing.
News: 1) exposure of Tesla‘s new model Y: AWD, 450 km endurance; 2) From June, Audi will provide on-board VR configuration; 3) GM will mass produce Cadillac lyriq electric vehicles; 4) BMW Group will speed up Electrification and launch 15 pure electric models within this year; 5) Zero car IPO in Hong Kong; 6) Maserati will accelerate the transformation and realize full electrification by 2030.
Policy: 1) Notice of the Ministry of transport, the Ministry of public security and the Ministry of Commerce on printing and distributing the administrative measures for urban green freight distribution demonstration project.
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: Byd Company Limited(002594) destroyer 05, Great Wall Motor Company Limited(601633) tank 500, 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.
