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Ping An Securities: The era of extended-range vehicles 2.0, resonance of expansion and iteration.
The trend of range extender vehicle expansion is certain, and technological iterations (higher pure electric range, super-fast charging, and improved low-temperature performance) along with cost advantages will provide range extender vehicles with several times the capacity for expansion in the medium to long term.
Hong Kong stock Concept tracking | NVIDIA + Tesla accelerate their布局 in China, and autonomous driving scenario applications enter a period of deep cultivation and refinement (with related stocks attached).
On December 13, Tesla's China official website launched a brand new vehicle feature - Advanced Smart Summon.
[Brokerage Focus] Guoyuan International expects domestic Autos demand to remain stable next year, with independent brands' market share continuing to rise.
Jinwu Financial News | Guoyuan International has released the investment strategy for the Autos Industry in 2025. In terms of complete vehicles, it is expected that domestic Autos demand will remain stable overall next year, with independent brands continuing to gain market share. However, the intensity of market competition is expected to remain fierce, with price pressures continuing to impact the entire supply chain system. The competitive advantage of China's Autos Industry is generally strengthening, and if there are no significant changes in the international trade environment, the trend of export growth is likely to continue. The bank recommends industry leader BYD Company Limited (01211) (already covered): the company has a vertically integrated advantage in electric vehicle development and is vigorously advancing.
Hong Kong stock movements | imotionautotech (01274) surged over 9% and will cooperate with Horizon (09660) to develop a full-stack autonomous driving solution based on the J6E.
imotionautotech (01274) surged over 9%, as of the time of writing, up 9.13%, priced at 19.6 HKD, with a transaction volume of 21.5287 million HKD.
Industry chain 'uniting to fight back' against overseas restrictions! Chip stocks in Hong Kong are active and strong, with institutions discussing the space for domestic production.
①The four major industry associations have spoken out against the export control of semiconductors by the usa, what impact does this have on domestic chip stocks? ②Institutions are discussing the space for localization, why can semiconductor stocks remain active?
Horizon siasun robot&automation (09660) rose by 3.67%, with Daiwa pointing to its good prospects for market share growth in the field of intelligent driving.
Jingwu Finance | Horizon Robotics (09660) opened nearly 6% higher in early trading, then stabilized. As of the time of writing, the price is 4.24 HKD, with an increase of 3.67%, and a trading volume of 50.8768 million HKD. Recently, Morgan Stanley's research reports indicated that Horizon Robotics' robust project pipeline has good prospects for its market share growth in the high-level Advanced Driver-Assistance Systems (ADAS) and high-level autonomous driving (AD) sectors in mainland China. The firm believes that as a third-party autonomous driving solution provider, it is in a favorable position amid the rising penetration rate of autonomous driving in mainland China, initiating a rating of "shareholding" for the company with a target price of 5.5 HKD, which corresponds to a premium.
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