Intelligent driving industry events are catalyzing, and institutions are optimistic about sector investment opportunities
Societe Generale Securities said it is optimistic about the progress and investment opportunities of the intelligent driving industry. Judging from the pace of investment, Tesla is the anchor of intelligent driving. FSD's subsequent progress may exceed expectations. There may be many eventful catalysts during the year, and the intelligent driving sector has sector opportunities.
Science and Technology Innovation Board Evening News | Sequoia China, a shareholder of Geling Deep Hitomi, plans to reduce its holdings by no more than 2%, Ruihuatai plans to establish a joint venture with Kailing Chemical
① For the first time, Shenzhen launched the largest car network interactive application in the country; ② Jinmat completed Series B financing of over 400 million yuan.
Hongsoft Technology: AI commercials are discussing the gradual expansion of “smart superdomain integration” product coverage models with multiple e-commerce platforms | Direct access to performance meetings
① In addition to the Ali 1688 platform, the commercial product “PhotoStudioAI” is also negotiating cooperation with various e-commerce platforms, and will gradually be launched according to the work progress of PhotoStudioAI and each platform. ② Revenue from the mobile phone business rebounded in 2023. Thanks to smart superdomain fusion technology products, it has received a good market response, and is currently expanding to mid-range and low-end models.
Losses widened in the first quarter, Danghong Technology: due to rising equity incentive costs and compensation costs | Direct impact on performance
① In response to the increase in losses in the first quarter of this year, Danghong Technology said that equity incentive costs increased significantly compared to the same period last year. At the same time, the entry period for new recruits in 2023, especially R&D personnel, was concentrated after the first quarter, leading to an increase in personnel remuneration costs compared to the same period last year. ② The company is currently working closely with Intel to develop multi-modal large model technology and related products based on Intel Core Ultra CPUs
Hanchuan Intelligence: The Q1 automotive equipment business contributed a lot to revenue this year, and there may be an increase in commercial vehicle power exchange and other fields | Direct performance
① Cai Changwei, chairman and general manager of Hanchuan Intelligence, said that the company mainly contributed a lot of revenue in the first quarter; ② Hanchuan Smart's comprehensive gross margin for the first quarter was 28.22%, up 1.04% from the previous period, and the overall gross margin is expected to remain stable this year; ③ Hanchuan Smart expects the company to increase to a certain extent in the field of electricity exchange or double charging for commercial vehicles this year, and passenger cars may maintain the status quo.
Concept News | Financial Federation adds “commercial aerospace” to the theme library
① From the mention of commercial space at the Central Economic Work Conference in 2023 to being included in the government work report in 2024, commercial space has ushered in new opportunities. ② List of commercial aerospace concept stocks.