Market review this week
This week (1.16-1.22), the smart car index fell by 2.30%, higher than Kechuang 50 (- 1.67%) and less than CSI 300 (1.11%). Among individual stocks, Shenzhen Inovance Technology Co.Ltd(300124) , Quectel Wireless Solutions Co.Ltd(603236) , Yunnan Energy New Material Co.Ltd(002812) led the increase, rising by 5.34%, 4.83% and 4.16% respectively this week.
Highlights of this week
Investment and financing process: 1) DuPu new energy, a new energy vehicle charging system service provider, has obtained strategic investment; 2) Liuzhou Wuling, a supplier of new energy intelligent travel products, obtained strategic investment; 3) GSR, a new energy logistics car rental service provider, completed round D financing; 4) The new energy vehicle scene application service company completed Angel round financing for flying rental travel; 5) Yiqi travel, a taxi travel system, was acquired by rexek; 6) Shanghai Jing’an, a comprehensive service provider of cold chain logistics, was acquired by Kerry Logistics; 7) Heimholtz, the R & D and manufacturer of automobile heat transfer transmission system, completed the round B + financing; 8) Zhongling Zhixing, an automotive basic software solution provider, obtained strategic investment; 9) Zhejiang Oukai, a developer of intelligent electric scooter, obtained strategic investment; 10) The personalized store car production supplier Street View store car completes the a + round of financing; 11) Dangerous goods transportation one-stop service platform, dangerous drivers complete Angel round financing; 12) Ushr, an American developer of high-definition mapping software, obtained strategic investment; 13) Singapore centralized collaboration B2B platform haulio completed round a financing; 14) Stilride, a Swedish developer of foldable electric vehicles, completed Angel round financing; 15) Lilypadev, an American provider of electric vehicle charging equipment (evse), was acquired.
News: 1) Contemporary Amperex Technology Co.Limited(300750) released the power exchange brand evogo, and the solution is suitable for pure electric vehicles to be listed in the next three years; 2) Starting from the price of 7500 yuan, Weilai 7KW and 11kw DC piles are online; 3) Mercedes Benz will adopt luminar’s lidar and acquire a minority stake in it. 4) Geely and Renault will sign a framework agreement to produce new cars in the Korean market.
Policy: 1) Notice of the national development and Reform Commission, the Ministry of industry and information technology and other seven departments jointly issuing the implementation plan for promoting green consumption; 2) The State Council printed and distributed the development plan of modern comprehensive transportation system in the 14th five year plan.
Recent outlook
Recent major conferences: 1) the third Shanxi Guoxin Energy Corporation Limited(600617) International Summit on automotive thermal management innovation in 2022; 2) 2022 the second Shanxi Guoxin Energy Corporation Limited(600617) International Summit on automotive functional safety innovation.
Recently listed models: recently listed models include FAW Toyota Corolla Ruifang, Xiamen Jinlong United Longyao 6, etc.
Risk tips: smart car technology advances slowly, technology upgrade is less than expected, policy risks, etc.
