Nanjing will achieve full open road testing and demonstration application in 2026, and the policy and industry will resonate with the V2X ecosystem.
①Nanjing's official WeChat account announced that by 2026, it will gradually connect four core demonstration zones and other areas of the city to the platform, achieving comprehensive open-road testing and demonstration applications. ②Wang Shubao from Guodu Securities pointed out that the current policy and industry resonance, the construction of V2X is expected to help autonomous driving, and promote the accelerated development of smart transportation.
[Data Analysis] Large reduction in short positions of IM futures, speculative funds and algo working together to sell shijiazhuang changshan beiming technology.
1. IM main contract short positions decreased by more than a thousand lots, while long positions slightly increased. 2. Hongmeng and state-owned enterprise reform concept stocks shijiazhuang changshan beiming technology were sold by two first-line institutional investors and simultaneously sold by a quantitative institutional investor for over 50 million.
【Data Analysis】IF futures long positions increased significantly, three powerful institutional investors joined forces to rush to buy Talkweb Information System.
①If the main contract for stock index futures has added more than 1,700 long positions, the added quantity is significantly greater than the short positions. ②Xinchuang and Hongmeng concept stock, Talkweb Information System, was bought by three first-tier institutional investors, with a total purchase amount of over 0.12 billion.
【Data Analysis】 The trading volume of multiple Hang Seng Index and MSCI China Internet ETFs has significantly increased. Well-known institutional investors have increased their holdings in Shijiazhuang Changshan Beiming Technology by over one hundred mill
①Hong Kong stocks surged, with a significant increase in trading volume for multiple Hang Seng and Chinese concept internet ETFs compared to the previous trading day, among which the Chinese concept internet ETF (159605) saw a 366% increase in trading volume. ②Honma and state-owned enterprise reform concept stock Changshan Beiming received a buy order of 0.114 billion from the Beijing headquarters branch of CITIC Securities, with this position buying over 50 million shares of the stock yesterday.
The Huawei Full Connection Conference was held today, and institutions are bullish on the accelerated development of the HarmonyOS ecosystem.
①The 9th Huawei All-Connect Conference will be held from September 19 to September 21, 2024. The content/topics of this conference include the construction of HarmonyOS ecosystem and native development. ②Guosen Securities believes that the progress of open-source HarmonyOS ecosystem construction is accelerating, realizing full-scenario industry chain coordination between software and hardware, connecting thousands of industries and objects, and opening up a new blue ocean in the industry for ecosystem partners to create and share together.
[Data Analysis] The shares of several banking ETFs decreased significantly last week, and four institutional investors joined forces to aggressively acquire shijiazhuang changshan beiming technology.
Among the top ten ETFs with reduced shares last week, multiple banks and honglietf were included, with the bank ETF (512800) reducing its shares by 0.318 billion last week.
In August, domestic new energy heavy truck sales surged by 117% to 6,303 units, maintaining year-on-year growth for 19 consecutive months.
According to the latest data obtained by the First Commercial Vehicle Network, in August 2024, a total of 6,303 domestic new energy heavy-duty trucks were sold, a decrease of 5% compared to July, while the year-on-year growth continued, reaching an increase of 117%. The new energy heavy-duty truck market has maintained year-on-year growth for 19 consecutive months.
The battle for the "Top Gainer" in the A-share market intensifies: Dazhong Transportation once again hits the limit-up and takes the top spot, followed closely by Shenzhen Huaqiang, which has had 16 consecutive trading days with the daily limit increase.
①The stock price of the online car-hailing concept stock dazhong transportation(group)co.,ltd. has accumulated a 285.92% increase, becoming the stock with the highest increase in A shares this year. Stocks related to the Huawei Hisilicon concept, Shenzhen Huaqiang and the chemical industry, Jiangsu Zhengdan Chemical Industry, ranked second and third with a 2.7-fold and 2.4-fold increase, respectively. ② Dazhong transportation closed with a daily limit up on Friday and recorded two consecutive daily limit ups. Shenzhen Huaqiang also hit the daily limit with 16 daily limit ups in 17 days. ③Attached is a list of the top 10 stocks with cumulative A-share increases this year (see table).
Tesla plans to launch FSD in China in the first quarter of next year. Institutions say that the intelligent driving industry has reached a critical point.
On September 5, Tesla released its roadmap and expects to launch the Full Self-Driving (FSD) system in China and Europe in the first quarter of 2025, subject to regulatory approval. Ma Liang, from Anxin Securities, believes that recently multiple policies have been issued to support the development of smart driving. Combined with car companies actively promoting Urban NOA implementation, the turning point for the smart driving industry has arrived, and it is recommended to pay attention to relevant opportunities.
[Data Analysis] The short position of IC futures has greatly reduced holdings. Well-known institutional investors have invested nearly 100 million yuan in dazhong transportation (group) co.,ltd.
①The main contract of IC index futures decreased its short position by more than 3000 lots, and the reduction quantity was significantly greater than the long position. ②The popular stock of online car-hailing, dazhong transportation, was bought by Guosheng Securities Ningbo Sangtian Road for nearly 100 million yuan.
[Data Analysis] CSI 1000 index and quanshangetf trading volume increased significantly, well-known institutional investors dumped dazhong transportation(group)co.,ltd. with a transaction volume of over 100 million yuan.
①The trading volume of several csi 1000 index and brokerage-related ETFs increased significantly compared to yesterday, with the trading volume of 1000etf (159629) increasing by 199% compared to the previous day. ②The popular stock of online car-hailing, dazhong transportation(group)co.,ltd., was sold by Guosheng Securities Ningbo Sangtian Road Branch for 0.116 billion.
It's about Didi! Navinfo Co., Ltd. hit the limit.
1. DiDi responded to the reporter of 'Star Daily' that they are currently understanding the situation internally, while NavInfo stated to the reporter of 'Star Daily' that they will follow the announcement as the standard; 2. According to the news, after the acquisition of DiDi's intelligent driving and cabin business, NavInfo may consider independent listing. NavInfo has currently obtained 10 rounds of financing, with investment from Bosch Venture Capital, Tencent Investment, NIO Capital, IDG Capital, and others.
Zhejiang Dahua Technology's H1 net profit declined for the first time, and overseas revenue exceeded domestic revenue for the first time.|Interpretation of financial report
1. Zhejiang Dahua Technology achieved a net income of 1.81 billion yuan in the first half of the year, a year-on-year decrease of 8.42%; 2. Overseas income increased by 9.08% year-on-year, accounting for 50.35% of the revenue; 3. The gross margin of smart IoT products and solutions, as well as innovative business, all decreased year-on-year.
The Low Altitude Economy Expo is coming, and the industry is entering a golden development period.
① The first Low-Altitude Economy Expo (shanghai) will be held at the National Exhibition and Convention Center (shanghai) from July 23 to 26, 2025. The expo is themed 'Starting the Low-Altitude Economy, Empowering Thousands of Industries' with a planned overall scale of 0.1 million square meters. ② Sinolink Securities believes that the new generation of communication/navigation/surveillance and other peripheral equipment, as well as information processing systems, are core components of the air traffic control system and are expected to benefit significantly.
The business expansion is affected. Beijing Supermap Software's net profit in the first half of the year has decreased by more than 30%. The company is "very optimistic" about the low-altitude market. | Interpretation of financial report
①In H1 of this year, Beijing Supermap Software achieved revenue of 0.637 billion yuan, a decrease of 7.76% year-on-year, with a net income attributable to the parent company of 0.034 billion yuan, a decrease of 35.99%; ②The company stated that the decline in performance was influenced by the macro environment and the progress of business expansion, and the proportion of revenue in the second half of the year is relatively high; ③The company previously announced a collaboration with Sichuan Jiuzhou Electric Investment Holding Group Co., Ltd., stating optimism about the low-altitude market.
Vanjee Technology struggles with the 'profit problem' as the trend of Vehicle-Road Cloud rises. The company recorded a loss of 0.15 billion in the first half of the year. | Interpretations
In the first half of the year, Vanjee Technology achieved revenue of 0.378 billion yuan, a year-on-year increase of 17.28%; the net loss attributable to the parent was 0.15 billion yuan, and the year-on-year loss increased by 17.33%. In addition, both the intelligent connected vehicle and lidar business of the company saw a decline in revenue, and gross margin also decreased year-on-year.
Star evening news | Sikang Technology's IPO on the STAR Market has passed. Hai Tian Rui Sheng, Ge Ling Shen Tong and others have announced their shareholding reduction plans.
1. Innotek and Yoozcar Technology plan to buyback; 2. Maider Medical Industry Equipment Co. Ltd. chairman proposed share repurchase; 3. Jinglight Technology and Iray Technology shareholders plan to reduce shareholding; 4. Yuanjie Technology, Kexing Biopharm, and Asia Vets have received administrative regulatory measures decision.
Huawei's Star Flash Pen is about to be released, with Star Flash Technology expected to enable large-scale commercial deployment.
Huawei Terminal officially announced that it will release two flagship tablet models, including the all-new MatePad Pro, on August 6th. The official version of the pre-installed app, Born to Paint, will also be available for download. He Gang, the head of Huawei's consumer business, stated on Weibo that the official version of Born to Paint will be paired with Huawei's M-pencil and supports remote painting functionality.
Automatic driving bus services have been launched in over 20 cities, and the smart driving industry has entered a golden development period.
On July 25th, at the first (Guangzhou) International Public Transportation New Energy and Digital Technology Industry Expo, Chen Chaohua, Deputy Secretary-General of China Urban Public Transport Association, revealed that more than 20 cities across the country have launched autonomous driving bus service.
Self-driving cars will be implemented in various scenarios, and the long-term market space of the industry is expected to open up.
According to media reports, autonomous driving unicorn company Pony.ai will go public in the United States as early as September this year. It has already found institutional investors who have a clear intention to invest in the IPO. China Minsheng Securities believes that the commercialization of Robotaxi has reached a turning point and will be released in October, becoming a potential catalyst for the sector.