Market performance and highlights this week: Tesla has repeatedly raised the prices of model 3 and model y
Market performance: this week (from March 14 to March 18, the same below), the Shanghai Composite Index closed at 3251 points, down 1.77%; The Shenzhen composite index closed at 12329 points, down 0.95%; The gem index closed at 2714 points, up 1.81%. In terms of the style of large and small cap, the large cap index fell 0.62% and the small cap index fell 2.22% this week. Since 2022, the market index has fallen by 13.60%, the small index has fallen by 14.27%, and the small / large ratio is 1.26.
Highlights of this week: Tesla raised the prices of Model3 and modely again China Meheco Group Co.Ltd(600056) obtained the mainland operation right of Pfizer covid-19 oral medicine; Ministry of industry and information technology: jointly guide the rational return of lithium salt price and strengthen efforts to ensure market supply.
Major events of this week: on March 18, Hunan Kaimeite Gases Co.Ltd(002549) issued the announcement of equity incentive plan. The total number of incentive shares was 19 million, accounting for 3.05% of the total share capital at that time, and the stock transfer price was 8.24 yuan / share, which was valid for 6 years. Performance assessment objectives: Based on the company’s operating revenue in 2021, the growth rate of the company’s operating revenue in 2022, 2023 and 2024 shall not be less than 35%, 70% and 100% respectively.
This week, after submitting the prospectus, the new power of the car is wiped away
Zero run automobile submitted the instructions for Hong Kong stocks. The company was incubated in Dahua Group. After years of development, it has become an emerging automobile enterprise covering multiple models, self-developed in the whole stack and complete production capacity marketing system. It has become a new force that can not be ignored in the new forces of automobile manufacturing.
Product end: the company is positioned in the medium and high-end pure electric market of 15 Fawer Automotive Parts Limited Company(000030) 0000 yuan, and is selling three models: medium-sized electric intelligent suvc11, micro electric vehicle T03, and pure electric sedan S01 developed in the early stage of entrepreneurship. Among them, the C11 model was delivered in October 2021, equipped with Qualcomm 8155 cockpit chip and 23 autopilot sensors, with more than 22500 orders. The intelligent pure electric large car to be unveiled at the Beijing auto show in 2022 will adopt a variety of new technologies such as CTC, which is expected to be delivered in Q3 in 2022. In addition, the company plans to launch 8 new models before 2025, with sufficient product reserves. In terms of sales volume, Zero run cars sold 8085 vehicles in January 2022, catching up with the new forces in the head with a strong momentum.
R & D end: the company has self-research in all fields and is committed to developing its own vehicle electronic and electrical architecture, intelligent cockpit, automatic driving, electric drive and battery system. Intellectualization promotes the centralization and reusability of electronic and electrical architecture to improve efficiency and reduce cost. The battery terminal promotes CTC technology to get on the train, improves mileage and reduces production costs.
Channel side: the company uses online app to place orders and offline experience store to pick up goods, and constructs a dual promotion mode of direct sales + channel partners. At present, 291 offline stores have been arranged, covering 101 cities in China.
Capacity side: layout its own capacity. In addition to the existing Jinhua factory, Hangzhou factory will be built in 2022 to effectively ensure the supply of new car capacity.
Key recommended themes and stocks
Smart car theme (torch 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) ); Theme of leisure snacks ( Yanker Shop Food Co.Ltd(002847) , Bestore Co.Ltd(603719) , Three Squirrels Inc(300783) ); Pet and Breakfast theme ( Petpal Pet Nutrition Technology Co.Ltd(300673) , Zhongyin Babi Food Co.Ltd(605338) ); High end manufacturing themes ( Estun Automation Co.Ltd(002747) , 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.
