Market performance and highlights this week: Ministry of industry and information technology: the cumulative number of new energy vehicles has exceeded 10 million
Market performance: this week (from April 16 to April 22, the same below), the Shanghai Composite Index closed at 3087 points, down 3.87%; Shenzhen composite index closed at 11052 points, down 5.12%; The gem index closed at 2297 points, down 6.66%. In terms of the style of large and small cap, the large cap index fell 4.23% and the small cap index fell 5.77% this week. Since 2022, the market index has fallen by 18.87% and the small index has fallen by 24.28%, and the small / large ratio is 1.19.
Highlights of this week: Contemporary Amperex Technology Co.Limited(300750) won the largest lithium mine in Yichun Byd Company Limited(002594) plans to repurchase shares of RMB 1.8 billion to RMB 1.85 billion; Ministry of industry and information technology: the total number of new energy vehicles has exceeded 10 million
Major events of this week: on April 20, Ningbo Shuanglin Auto Parts Co.Ltd(300100) issued the restricted stock incentive plan. The total number of stock incentive shares was 14.57 million, accounting for 3.62% of the total share capital, the exercise price was 4.98 yuan / share, and the validity period was 5 years. The performance evaluation objective of the incentive plan: the net profit from 2022 to 2024 should not be less than 170 million yuan, 330 million yuan and 440 million yuan respectively. On April 16, Suntak Technology Co.Ltd(002815) issued the restricted stock incentive plan. The performance evaluation target of the incentive plan: the growth rate of net profit from 2022 to 2024 (based on the net profit of 2021) shall not be less than 59%, 150% and 290% respectively. On April 19, Sichuan Em Technology Co.Ltd(601208) issued the restricted stock incentive plan. The performance evaluation target of the incentive plan: the growth rate of net profit from 2022 to 2024 (based on the net profit of 2021) shall not be less than 40%, 85% and 135% respectively.
This week’s special topic: NVIDIA GTC conference ends, and the recommended Jingwei Hengrun is added
Terminal, cloud, digital twin, high-precision map, NVIDIA has a comprehensive layout of automatic driving. At the 2022 GTC conference, NVIDIA fully explained the layout of its automatic driving module. At present, the company has formed four product modules: on-board software and hardware computing platform, cloud AI model training, software and hardware platform required for digital twin model construction, and high-precision map, forming a comprehensive layout of automatic driving ability.
GPU, chip and platform come down in one continuous line, and the hardware iterates quickly to bring forth the new. Based on the CPU architecture, the company continues to push through the old and bring forth the new. Almost every two years, it will iterate over new automatic driving SOC chips and hardware platforms. At present, the Orin platform has obtained many customer fixed points and will be mass produced in 2022. The next generation chip Atlan is also on the agenda and is expected to be launched in 2024. The rapid product iteration makes the company not only meet the needs of customers, but also open the gap with competitors.
The end-to-end automatic driving solution is gradually built. NVIDIA has launched Hyperion automatic driving platform, which integrates multiple sensors, computing chips, underlying software, tool chain, automatic driving algorithm, etc., and can provide end-to-end automatic driving solutions for car manufacturers. At present, Hyperion 8 Platform Based on Orin chip will be installed in Mercedes Benz in 2024 and Jaguar Land Rover in 2025. The new generation of Hyperion 9 platform will be put into mass production from 2026, and the company’s end-to-end service capacity will be gradually built, which is expected to form a new growth point.
Key recommended themes and stocks
Smart car theme (Juguang 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) , Jingwei hengrun-w); Theme of leisure snacks ( Yanker Shop Food Co.Ltd(002847) , Bestore Co.Ltd(603719) , Three Squirrels Inc(300783) ); ; 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 warning: the economy has fallen sharply; Major changes in capital market reform policies; The prosperity of the industry is lower than expected.
