Market review this week
This week (01.09-01.15), the smart car index rose by 5.98%, better than CSI 300 (- 1.98%), and higher than Kechuang 50 (0.52%). Among individual stocks, Bethel Automotive Safety Systems Co.Ltd(603596) , Shanghai Baolong Automotive Corporation(603197) , Ikd Co.Ltd(600933) led the gains, rising 27.81%, 23.42% and 22.70% respectively this week.
Highlights of the week
Investment and financing process: 1) Weichai intelligent technology, an operator of digital logistics ecological construction service, obtained strategic investment; 2) The driverless vehicle radar developer Yijing technology completed hundreds of millions of yuan of round C financing; 3) Tongmin, a vehicle testing service provider, completed a round of financing of tens of millions of yuan; 4) Huacheng electric energy, a provider of electric vehicle charging solutions, obtained strategic investment; 5) Asia Pacific Anxin intelligent, the operator of the Internet of vehicles operation monitoring platform, obtained a strategic investment of RMB 8.75 million; 6) Zhipeng automobile, an energy vehicle sales service provider, was acquired by Jiaxing penghang automobile; 7) Fute technology, a supplier of new energy auto parts, has obtained hundreds of millions of yuan of strategic investment; 8) Chang’an new energy, a new energy vehicle manufacturer, completed 9) huituo, a developer of driverless technology, completed 300 million yuan of round C financing; 10) Cross border logistics integrated service providers completed tens of millions of Yuan Angel round financing without boundary; 11) Kewenge obtained strategic investment in smart media big data application; 12) 5g edge cloud enterprise ailing network has obtained tens of millions of yuan of strategic investment; 13) Arive, a German e-commerce logistics service provider, completed round a financing of US $20 million; 14) Estonian taxi application service provider bolt app obtained a strategic investment of US $711 million; 15) Optimus Ride, an American auto driving technology developer, was bought by magna. 16) Intelligent analysis SaaS insight was acquired by diligence; 17) Cognism, a marketing SaaS software supplier of artificial intelligence technology, completed round C financing of US $87.5 million.
News: 1) the second batch of fuel cell vehicle demonstration urban agglomeration has been approved; 2) Weima joins hands with Hong Kong Electric Energy Co., Ltd. to layout the charging pile; 3) Rivian automotive coo, a new power of electric vehicles in the United States, resigned; 4) Youpao concept chassis / cabin appeared online; 5) APTIV of the United States officially announced its acquisition of Wind River, a software company; 6) Byd Company Limited(002594) enter the field of unmanned driving in the United States: mass production of nuro unmanned distribution vehicle next year.
Recent outlook
Recent major conferences: 1) 2022 China (Shenzhen) new energy vehicle industry development conference; 2) 2022 the second China Shanxi Guoxin Energy Corporation Limited(600617) automobile Functional Safety Innovation International Summit.
Recently listed models: recently listed models include Sihao QX of JAC group, Beiqi Foton Motor Co.Ltd(600166) general G9, etc.
Risk tips: smart car technology advances slowly, technology upgrade is less than expected, policy risks, etc.
