Beach smart transportation, subdivision track lidar is expected to rise in the wind.
lidar enters the first year of mass production
industry scale will reach nearly 30 billion yuan
On April 16, the National Research Institute of economics and Baidu jointly released the Research Report on the ecological development strategy of China’s intelligent transportation industry report points out that in the global “intelligent revolution”, intelligent transportation is an important commanding height that is close at hand and must be grasped
The report suggests that should play a leading role in the construction of China’s intelligent transportation industry ecology at present, self driving taxis have begun to be commercialized in some parts of China, and the mass-produced models of the new forces of car making have generally launched the function of auto assisted driving. recently, the market has paid more attention to the new track of laser radar sensor
Lidar is a radar system that emits laser beam to detect the position, velocity and other characteristics of the target. Compared with the automatic driving sensing technology based on camera and using visual algorithm for recognition, lidar has the advantages of long detection distance and high precision.
At present, Chinese manufacturers mostly use lidar, and the industry is in its infancy with large growth space. According to incomplete statistics, more than 20 new models of 20212023 have announced that they will be equipped with lidar
2022 is considered to be the first year of mass production of lidar, and the cost has entered the price range of several thousand yuan. In the future, as the penetration rate of lidar increases, the cost still has great room for decline. After the cost is reduced, it will further drive the development of downstream applications and form a virtuous circle as a whole.
At present, passenger cars are the main use scenarios with rapid growth in the lidar market, but different types of lidar can also be used in mobile Siasun Robot&Automation Co.Ltd(300024) , warehousing and logistics distribution, smart city and other scenarios. Industry insiders said that the scale of China’s lidar industry is about 3.8 billion yuan, with a compound annual growth rate of about 63% it is estimated that by 2025, the scale of the national lidar industry will reach 27.3 billion yuan .
14 shares preemptive layout of lidar industry chain
Debang Securities believes that with the arrival of the first year of commercial use of lidar and the acceleration of the overall volume rhythm, relevant suppliers in the upstream of the industrial chain and manufacturers of complete sets of midstream lidar will significantly benefit from the high-profile atmosphere of the lidar industry.
Kaiyuan Securities said that laser transceiver components / chips are the core to determine the performance of lidar, with the strongest barriers, and lidar manufacturers compete for layout; The optical components are the easiest part to be replaced by domestic products, which is expected to start rapidly.
According to the statistics of securities times · databao, 14 shares are distributed in the lidar industry chain in the A-share market. Among them, there is only Luxshare Precision Industry Co.Ltd(002475) one hundred billion market shares, and the relevant business of the company is OEM manufacturing Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869) and Zhejiang Crystal-Optech Co.Ltd(002273) respectively arrange the business of fiber laser components and optical components.
In terms of valuation, Hunan Oil Pump Co.Ltd(603319) is low, and the latest rolling P / E ratio of the stock is 15.2 times.
In terms of performance, the net profit of Changguang Huaxin 2021 was the largest year-on-year increase, 340.49%. The company is a new share listed for less than one month, and is expected to achieve a performance growth of 5.5% – 58.25% in the first quarter.
In addition, Luxshare Precision Industry Co.Ltd(002475) and Optowide Technologies Co.Ltd(688195) have also predicted the results of the first quarter, with year-on-year growth of 25% – 30% and 11.84% – 25% respectively.
7 shares expected to double the first quarter net profit
power IDM faucet achieves high increase
The pre increase of the first quarterly report continued. According to the statistics of data treasure, a total of 18 shares have released the performance forecast for the first quarter of 2022 since last Friday.
From the type of notice, 12 shares are pre increase, slight increase or loss reversal, and the remaining 6 shares are pre decrease, continued loss or first loss.
Based on the median value of the forecast interval, the net profit of 7 shares is expected to double year-on-year Sichuan Hezong Medicine Easy-To-Buy Pharmaceutical Co.Ltd(300937) the pre increase rate is the first, 733.88% Malion New Materials Co.Ltd(300586) 349% increase followed; Since then, the net profit of Beijing Tianyishangjia New Material Corp.Ltd(688033) , Sundiro Holding Co.Ltd(000571) , Beijing Longruan Technologies Inc(688078) has increased by more than 200%.
Power IDM leader Hangzhou Silan Microelectronics Co.Ltd(600460) predicted the performance of the first quarter at the weekend, attracting market attention. The announcement shows that the company expects the net profit attributable to the parent company in the first quarter to increase by 86.855 million yuan to 120 million yuan year-on-year, with a year-on-year increase of 50% – 70%, mainly due to the high capacity utilization of each production line, the breakthrough of products in high threshold markets such as automobile, communication and new energy, and the continuous optimization of structure.
Since April, the Shanghai Composite Index has fallen by 1.26% in total, and the above 18 shares are also generally low, with an average decline of 7.87%. Only Sundiro Holding Co.Ltd(000571) , satellite chemistry, Ningxia Western Venture Industrial Co.Ltd(000557) 3 shares recorded an increase Beijing Tianyishangjia New Material Corp.Ltd(688033) , Sichuan Hezong Medicine Easy-To-Buy Pharmaceutical Co.Ltd(300937) , Hangzhou Silan Microelectronics Co.Ltd(600460) , beiteri retreated at the top, all exceeding 15%.
In terms of valuation, the latest rolling P / E ratios of Dian Diagnostics Group Co.Ltd(300244) , satellite Chemistry and satellite Chemistry are lower, all less than 16 times.
From the perspective of institutional attention, satellite chemistry, Hangzhou Silan Microelectronics Co.Ltd(600460) rating agencies, 31 and 20 respectively; In addition, nine institutions from the leading negative pole of the Beijing stock exchange beiteri also participated in the company’s rating.
It is worth noting that \ \times Harbin Dongan Auto Engine Co.Ltd(600178) although the annual performance also doubled, the net profit in the first quarter fell by 71% year-on-year.
