Market performance and highlights this week: Hyundai Motor will recreate the real world intelligent factory on the meta universe platform
Market performance: this week (from January 10 to January 14, the same below), the Shanghai Composite Index closed at 3521 points, down 1.63%; The Shenzhen composite index closed at 14151, down 1.35%; Gem index closed at 3119 points, up 0.73%. This week, the large index fell 1.98% and the small index fell 0.61%. Since 2021, the market index has decreased by 10.11%, the small index has increased by 16.86%, and the small / large ratio is 1.30.
Highlights of this week: Hyundai Automobile will recreate the real world intelligent factory on the meta universe platform; The State Council issued the “14th five year plan” for the development of digital economy, and the data center has become the most critical link in the new intelligent infrastructure.
Major events of this week: a total of 11 companies (11 schemes) issued equity incentive plans and 3 companies issued employee stock ownership plans this week. Inkon Life Technology Co.Ltd(300143) the equity incentive scheme deserves special attention. The company plans to grant 4.189 million restricted shares to employees at the price of 7.27 yuan / share. The performance assessment objectives are: the growth rate of operating revenue in 2022, 2023 and 2024 over 2021 shall not be less than 30%, 69% and 120% respectively.
This week’s topic: smart cars become the protagonist in 2022ces
The annual CES, the provincial capital of consumer electronics, will be held in Las Vegas from January 5 to 8, 2022. This CES smart car will undoubtedly become the protagonist.
New lidar products of Chinese and foreign companies are intensively released. Among them, velodyne demonstrated its solid-state lidar H800, with a detection range of more than 170 meters. Valeo launched the third generation scanning lidar, with a resolution of 12 times, a detection range of 3 times, and a field angle of view of 2.5 times. At the same time, it launched a new near-field lidar to achieve 360 ° point cloud coverage. Luminar announced to deepen cooperation with Volvo and the products will be carried on Volvo’s next generation models. In addition to Suteng juchuang M1, RS rubyplus mechanical 128 line lidar is launched, which can be carried on L4 level robotaxi. In addition to at128, Hesai technology also launched qt128 as a blinding radar. Qt128 has a 105 ° field angle and can actively adjust the point cloud density. In addition to displaying its Falcon products, tudaton also released Robin, a medium and short-range blinding radar, to realize the product matrix of the combination of far and near detection.
Chip giants release the next generation of products, and platform promotion has become a trend. At this CES exhibition, Qualcomm released the latest combination product of automatic driving platform – Xiaolong ride platform, which is equipped with a newly developed automatic driving and computer vision software stack in Russia. At present, it has in-depth cooperation with well-known car companies such as Volvo, Honda and Renault. NVIDIA launched the eighth generation of end-to-end automatic driving platform drivehyperion to realize double redundancy and further simplify the product development process of automatic driving manufacturers. Mobileye has released a new generation of eyeqltra chip specially built for L4 automatic driving, with computing power reaching 176tops and performance more than 10 times that of the previous generation of eyeq5. It will be supplied in batches by the end of 2023. In addition, in the field of HUD, automobile appearance and interior decoration, automobile enterprises continue to innovate and frequently launch new products. Automobile has increasingly become a collection of new technologies, leading to the development of the times.
Key recommended themes and stocks
Smart car theme (Ju Guang 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) ); Leisure snack theme ( Yanker Shop Food Co.Ltd(002847) , Bestore Co.Ltd(603719) , Three Squirrels Inc(300783) ); Pet and Breakfast themes ( Petpal Pet Nutrition Technology Co.Ltd(300673) , Zhongyin Babi Food Co.Ltd(605338) ); High end manufacturing themes ( 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.
