标签： 苏州楼凤

Strong stocks, Huawei’s automobile chain rose against the trend! The company rose 161% in the past 33 trading days, and the number of new models exceeded expectations. Huawei was deeply involved in th

　　On October 18th, the three major indexes of A shares fell collectively.Down 0.8%,It fell by 1.24%.Down 1.2%.

　　From the plate,The industrial chain has risen against the market. Wind data shows that the index rose by 1.29%,、、、Daily limit,、、、Up more than 4%,、Wait for multiple shares to follow up.

　　For the automotive sector,Dongguanpoint out, the new force car companies headed byOrders grew rapidly during the National Day holiday, and the market fever is expected to continue., or it will drive the automobile consumption at the end of the year to consolidate the realization of the steady growth goal of the automobile industry throughout the year.

　　Huawei automobile industry chainAmong the stocks, these twoCar companies have seen a large increase recently. At the same time, the landing of new products is expected to bring a new round of volume cycle:

  • In the past 33 trading days, it rose by 161%, and the number of new models of the company exceeded expectations. The model platform, intelligent cockpit and intelligent driving flagship with Huawei’s deep participation may be listed in December, and it is expected to start a new round of loading cycle under the catalysis of channels and products.

  • In the past five days, the cumulative increase of the company has exceeded 21%, and the transformation is getting better and better. In September, the automobile sales volume improved to a great extent, the export momentum was steady, and the overseas strategic development was accelerated. The continuous new car cycle is expected to promote the company’s sales andImprove.

　　1、（601127.SH）

　　(1) Recent market conditions

　　On October 18, A shares closed.（601127.SH）The daily limit is 85.91 yuan. The turnover on that day exceeded 9.8 billion yuan, ranking first in A shares. Since August 25th, the stock has soared.As of the close of 18th, the stock rose as high as 161.20%..

　　According to the company official website, Sailis is a technology-based manufacturing enterprise with automobile as its core business, and its business involves new energy vehicles and core three power plants (, electric drive, electronic control), research and development, manufacturing, sales and service of traditional automobile and core component assemblies.

　　thinkThe company and Huawei have deep cooperation in the intelligent selection mode to build a brand in the world, and it is expected to start a new round of volume cycle under the multi-point catalysis of channels and products.

　　(2) investment points (、(Hong Kong), etc.)

　　(1) The number of new M7 orders in the world exceeded expectations.

　　A few days ago, ask the world, from September 12th to October 6th,The new M7 in Wenjie will exceed 50,000 sets.On October 6, the single-day big decision exceeded 7,000 vehicles.Set another one-day record.

　　From the functional point of view, M7 is equipped with HarmonyOS Intelligent Cockpit 3.0 system, which has massive applications, seamless switching of mobile phones to cars, ecological sharing and voice interactive upgrade experience. In addition, Wenjie M7 is equipped with Huawei ADS Advanced Intelligent Driving 2.0, which is infinitely close to L3 intelligent driving experience.

　　(Hong Kong) thinksHarmonyOS’s increasingly perfect ecology has gradually reflected the promotion of cross-border orders.It is expected to drive the sales volume of the industry to bottom out.. With the strong R&D support of Huawei,The safety and practicability of assisted driving technology will quickly enter the first echelon in China.Regional coverage and vehicle application are expected to continue to develop.

　　② The M9 is expected to be listed in December.

　　In order to seize the "Golden September and Silver 10" consumption peak season, the pace of major brands announcing the launch of new cars has obviously accelerated.According to the 375th batch of Announcement of Road Motor Vehicle Manufacturers and Products issued by the Ministry of Industry and Information Technology, M9 and M9EV are listed..

　　The new car is based on the newly built D-class.The SUV platform will be equipped with all-aluminum chassis, intelligent cockpit, intelligent driving, Huawei megapixel smart headlights and Huawei A.UD, Huawei AI big model, etc.

　　The pre-sale price range of AITO bound M9 is 500,000-600,000 yuan, which is compared with the standard Mercedes-Benz GLS and the ideal L9.It is expected to be officially listed in December 2023..

(Source: Ministry of Industry and Information Technology website)

　　point outThe M9 represents a new round of cooperation between Huawei and Celeste in car selection business (China is the first deeply involved vehicle platform, intelligent cockpit and intelligent driving flagship configuration).It is expected to continue to enhance the brand power of AITO..

　　③ Binding Huawei+independent breakthrough and waiting for the transformation effect.

　　1) Cooperation.：

  • In order to further improve the management efficiency/decision-making response speed, in July 2023, the company and Huawei set up the "AITO Joint Working Group on Marketing and Service", and the cooperation will not only be limited to the front end of sales, but also open to the after-sales to achieve end-to-end closed-loop cooperation management.

  • Huawei empowers the Cyrus brand in products and channels, and the vehicles in the border area are equipped with intelligent configurations such as HarmonyOS car system and HUAWEIADS advanced intelligent driving system, and are sold by online Huawei Mall and a large number of offline stores, which has strong competitiveness.

　　2) Autonomy：

  • Focusing on system architecture construction, the company has built a number of key platforms, such as Rubik’s Cube Platform and Cloud Sea Architecture. In the first half of 2023, the company added 315 authorized patents and 1,058 new patent applications.

  • estimateIn 2023, Sellers sold 85,000 vehicles, up 6% year-on-year, among which the sales of M5 and M7 models were 45,000 and 40,000; In 2024, Sailis sold 255,000 vehicles, up 200% year-on-year, among which the sales of M5, M7 and M9 vehicles were 7.5, 11 and 70,000 vehicles.

　　：

　　point outThe Celestial brand that the company cooperated with Huawei has won strong market response and good product reputation.With the introduction of new M7 and M9, the sales of new energy vehicles are expected to be greatly improved.. It is estimated that the company’s revenue will increase by -20%, 233.1% and 30.5% from 2023 to 2025. GuimuIt is estimated that it will turn losses into profits in 2025.

(Source:)

　　At the same time, Cinda also suggested the following risks: car sales are less than expected, competition in the auto industry is intensifying, raw material prices fluctuate, and the launch progress of new models is less than expected.

　　2、（601633.SH）

　　(1) Recent market conditions

　　On October 18th, A shares closed up 3.72% to 30.98 yuan.The company’s share price rose for five consecutive days (October 12-October 18), with a cumulative increase of 21.11%..

　　Official website shows that the company’s business includes automobile and parts design, research and development, production, sales and service, and it owns Haval, Wei Brand, Euler, Tank and Great Wall pickup truck.

　　Recently,Release September production and sales express. The announcement shows thatIn September, the company sold a total of 121,632 vehicles, an increase of 29.89% over the same period last year; The output was 137,870 vehicles, an increase of 33.49% over the same period last year..

　　thinkThe company’s car sales in September improved to a great extent. Considering the bright performance of some new cars on sale,Looking forward to the continuous heavy volume in October..

　　expressIn the short and medium term, the company is determined to transform new energy.The continuous new car cycle is expected to promote the company’s sales and performance improvement.In the long run, the company’s four expansion strategies open up the long-term growth space of sales volume, and intelligent transformation opens up the profit space of the whole industry chain.

　　(2) Investment Points (,)

　　① New energy transformation is getting better and better.

　　In July 2020, the company proposed to transform into a global technology travel company. By the end of 2022, four business segments were formed, namely, Euler+Salon, Tank+Weipai, Haval and Great Wall pickup truck. The development strategy of hybrid, pure electricity and hydrogen energy in parallel has been established, and the whole industrial chain layout has been carried out in the fields of intelligent driving, intelligent cockpit and intelligent chassis.

　　Recently, President Feng Mu said in an interview during the Chengdu International Auto Show,It took the company three years to complete the electric transformation, and it will take another 2-3 years to complete the intelligent transformation..

　　According to the company’s production and sales data in September,Type-B sales continued to increase.In September, it sold 21,900 vehicles, a year-on-year increase of 111.23%. In the third quarter of this year, the company sold 77,121 vehicles, a year-on-year surge of 131.41%, and the company’s intelligent new energy achievements appeared.

　　Currently,Many new products of the company are ready to go.The focus is on inserting the mixed track, and the new car is clearly positioned. It is estimated that more than 10 intelligent new energy products will be launched in 2023. Many new energy vehicles such as Haval brand second-generation big dog, Xiaolong series, Raptor and H5, WEY brand Blue Mountain, Gaoshan, tank brand 300PHEV/500PHEV/400/700, and Euler and Salon brands are expected to make important contributions in the future.

　　② The export momentum is steady, and the overseas strategic development is accelerated.

　　According to the production and sales express in September, the company exported 30,018 vehicles in September, up 4.56% year-on-year, accounting for 24.7% of the group’s sales, and the export volume exceeded 30,000 vehicles for two consecutive months. From January to September, Great Wall Motor sold a total of 211,696 vehicles overseas, up +89.45% year-on-year.The company’s overseas export momentum is steady.. In the first three quarters, Great Wall Motor’s overseas sales accounted for 23.63%, 24.04% and 25.45%,In a sustained growth trend..

　　The company’s global layout is leading, with differentiated layout in Europe, South Asia, ASEAN, Latin America and other markets, and the pace of independent brands going out to sea is accelerated in an all-round way.Specifically:

  • Haval H6, Haval JOLION, Haval Big Dog, Euler Good Cat, Tank 300, Great Wall Gun and other models have been listed in Cambodia, Vietnam, Brazil and other places, helping global sales to continue to climb.

  • The star single product tank 500 has been listed in the United Arab Emirates, Saudi Arabia, Oman, Bahrain and other places, and continues to explore the Middle East market.

  • The company formally signed a strategic cooperation agreement with ADM automobile factory of Uzbekistan automobile group on Uzbekistan market development cooperation, and a Great Wall strategy is accelerating.

　　Performance forecast:

　　Maintain the profit forecast, which is expected to be realized in 2023-2025.They were 1,742.30, 2,123.43 and 251.313 billion yuan respectively, up by 26.86%, 21.88% and 18.35% year-on-year, and the net profit attributable to the mother was 66.06, 87.12 and 11.210 billion yuan, up by -20.08%, 31.88% and 28.67.

(Source: Founder)

　　At the same time, Founder Securities also suggested the following risks: the sales of new energy vehicles were less than expected; The launch of new models is less than expected; Gross profit is damaged under the price war; Car exports fell short of expectations.

　　(The content of this article from licensed securities institutions does not constitute any investment advice, nor does it represent the platform’s point of view. Investors are requested to make independent judgments and decisions. )

The most ＂moat＂ prince personally participated in the UFO competition： the marksmanship was accurate and he was not angry and arrogant.

　　Beijing, Rio de Janeiro, August 13 (Reporter Song Fangcan) On August 12-13, the UFO shooting range of the shooting center of the Rio Olympic Games welcomed an interesting player. He wore the No.2023 competition suit and held a 12-barrel shotgun with one stroke and one style, showing professionalism, every move and no anger.

　　He is said bin Maktoum bin Rashid Allermark Toum, the beloved son of the former Sheikh of Dubai, United Arab Emirates, the nephew of the current Sheikh of Dubai, the vice president and prime minister of the United Arab Emirates, the owner of Dubai Youth Football Club, and a skeet shooter in this Olympic Games.

　　Born in October 1976, Prince Said’s father was Sheikh Maktoum bin Rashid Allermark Toum, the last chief of Dubai Emirates. Sheikh also served as vice president and prime minister of UAE. However, in 2006, Sheikh died of a heart attack when he went to Australia to attend the Brisbane Jockey Club, at the age of 62. After Sheikh’s death, his 30-year-old son Prince Said did not take over as the chief, but became a brother and his brother.

　　However, Saeed inherited many industries from his father, including his beloved horse racing "Lammtarra". His father’s assets are said to be tens of billions of dollars, and he has inherited a lot of them. In the official information about him in the Olympic Games, he also clearly emphasized his royal status, confirming that he is a member of the royal family of Dubai Emirates in the United Arab Emirates, his family owner is the world-class gold racecourse Godofen Racecourse, and he is also the chairman of Dubai Youth Football Club. In their career list, Olympic officials did not indicate "athletes" like other athletes, but "businessmen".

　　According to the official information provided by the Olympic Games, Said has three children. However, news shows that this figure is obviously underestimated: Said has three wives and currently has nine children, including a pair of twins.

　　With such a prominent status and amazing wealth, Saeed is a sports fan. In addition to inheriting his father’s racecourse, he also runs his own football club with outstanding performance in the UAE Super League. In addition, Dubai’s royal family has a tradition of martial arts. Said’s cousin Ahmed is a family model. He won the first Olympic gold medal for the United Arab Emirates in the men’s double skeet competition at the Athens Olympic Games.

　　Not to be outdone, Saeed began to take part in UFO shooting training at the age of 19. Since 2000, he has appeared in the Olympic Games, when he won the ninth place in Sydney. This also greatly inspired him and made him feel that the success of copying his cousin was just around the corner. Since then, he has become a must-see guest in every Olympic Games, ranking 37th in Athens and 22nd in Beijing Olympic Games. As the flag bearer of the United Arab Emirates at the London Olympics, he performed well and won 13th place. In addition, he is also a frequent visitor to the shooting world championships, ranking between 15 and 100. In 2011, he ushered in a peak of his career. At the Shooting World Cup held in the United Arab Emirates, he won the championship at home. This Olympic Games is also the fifth Olympic Games he has participated in continuously, and he is looking forward to a breakthrough.

　　The UAE Olympic Committee attaches great importance to Saeed’s participation and expects the Dubai royal to win a gold medal for the country. On its official website, it immediately notified Saeed’s appearance time, and the UAE Olympic Committee reminded people to pay attention to watching Saeed’s game, even if it was at 5: 30 in the local morning. The Olympic Committee of the country also emphasized that Saeed is "our hero". Although he was disturbed in preparing for the war after he arrived in Brazil, he concentrated on braving the dirt, dust and wind and rain of the stadium, "showing his strength in body and spirit."

　　In the changeable weather of Rio Olympic shooting range, Saeed finally successfully completed the men’s skeet competition. On the first day of the game, he hit 23 in the first group, and then he played well in the second group, hitting 24. In the third group, the scene was stormy, and some players even hit only 21. However, Saeed resisted the pressure, hit 23 shots and entered the next day’s competition as the 14th.

　　On the morning of the 13th, Saeed went into battle again. During the competition, unlike other nervous players, he seemed carefree and paced with peace of mind. He doesn’t like to talk to people, and he doesn’t get angry with himself. While other players are staring at the game nervously, even while waiting, it is a simulated shooting, but he is thinking quietly. In the fourth group, he hit 23. In the last group match in the afternoon, Saeed finally played his normal level and scored a perfect score of 25. However, because of the weather disturbance before, he was out of luck, ranking 17th with a total score of 118 (in fact, tied for 16th), and missed the subsequent semi-finals of the semi-finals and gold medal competition. Obviously, the rich prince was not satisfied with this achievement. After the game, he dumped his hand, then shook his head, took his coach and two followers, and left without saying a word.

　　However, although the prince has extremely high requirements for his Olympic achievements, in the eyes of the UAE media "Sheikh 247", this veteran of the five Olympic Games is enough to be recorded in the history of the country’s participation in the Olympic Games. The media pointed out that Prince Said, who can participate in the Olympic Games, is by no means a hollow reputation. He was qualified for the Olympic Games in the third place at the Asian Championships held in New Delhi at the beginning of the year. At the Olympic Games, he was a slow-paced athlete, but years of training made him feel comfortable in the cruel competition and made few mistakes. The report also stressed that even if the results in 118 can’t make Prince Said advance to the semi-finals, it is enough to make the UAE proud and let the UAE flag "proudly fly high over the Rio Olympic Games"! (End)