Market review this week
This week (4.24-4.30), the smart car index rose 5.47%, higher than CSI 300 (0.07%) and Kechuang 50 (0.54%). Among individual stocks, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Shenzhen Inovance Technology Co.Ltd(300124) and Zhejiang Huayou Cobalt Co.Ltd(603799) led the gains, rising 14.6%, 14.4% and 12.0% respectively this week.
Highlights of this week
Investment and financing process: 1) Huanyu Zhihang, a supplier of automatic driving technology, completed round B financing; 2) Jiahui logistics, an international freight transportation agent, was acquired by Guangdong Great River Smarter Logistics Co.Ltd(002930) M & A; 3) Guangzhou Dongfang automobile, a comprehensive automobile service provider, was acquired by Zhejiang Damon Technology Co.Ltd(688360) M & A; 4) Intelligent mobile travel platform Ruqi travel completed round a financing; 5) Fast e power, a comprehensive energy service provider of new energy vehicles, completed an angel round of financing of RMB 10 million; 6) Convoy, a short-distance truck call service provider, completed round e financing of US $260 million; 7) Saverone, an Israeli driving safety solution provider, is listed; 8) Diversent3d, an American 3D printing automobile manufacturer, completed round C financing of US $160 million; 9) The Canadian electric vehicle charging and energy management solution provided swtch to complete the round a financing of US $10 million; 10) Datbike, a Vietnamese electric motorcycle manufacturer, completed a round a financing of US $5.3 million.
News: 1) Yiwei power 46 series large cylindrical cell has been designated by customers; 2) Xiaoma Zhihang, an automatic driving enterprise, has obtained a taxi business license; 3) Weilai’s 200000 mass production vehicles went offline; 4) GM will release Corvette electric vehicles; 5) Avita is valued at 6.26 billion yuan and is orderly promoting round a financing.
Policy: 1) the general office of Guangdong Provincial People’s government issued several measures to further promote consumption in Guangdong Province; 2) The State Council issued the opinions on further releasing consumption potential and promoting sustainable recovery of consumption.
Recent outlook
Recent major conferences: 1) the3rdautocs2022 intelligent vehicle information security conference; 2) The second new energy battery and key core materials frontier technology and intelligent manufacturing Summit Forum; 3) 2022 China International Intelligent Transportation Industry Conference.
Recently listed models: BAIC Ruixiang boten v2ev, Geely new energy Dihao l Raytheon hi ″ x, Beijing Benz EQB, SAIC maxusg90, 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.
