司凯奇美股上市，九合创投新能源赛道布局浮出

Group 1: Company Overview - Skaiqi went public on NASDAQ under the ticker "SCAG" on June 30, with an opening price of $11.69 per share and a market capitalization exceeding $800 million [2] - Founded in 2019, Skaiqi focuses on the development and commercialization of new energy heavy trucks and electric fuel solutions, having completed multiple designs, productions, and tests of new energy trucks for various applications [2][4] - The company is actively developing three new energy models, including an all-electric port tractor, a long-range pure electric tractor, and a high-power hybrid mining truck [5] Group 2: Investment and Financial Backing - Jiuhe Venture Capital invested in Skaiqi at the end of 2020 and increased its stake in 2021, holding approximately 10% before the IPO, which is expected to yield significant returns [2][7] - The investment strategy of Jiuhe Venture Capital focuses on the restructuring of the energy system, targeting key nodes that enhance energy system efficiency [3][7] Group 3: Market Trends and Opportunities - The new energy commercial vehicle sector is anticipated to experience long-term structural growth, driven by favorable policies and a high market ceiling, with the penetration rate of new energy heavy trucks in China expected to exceed 10% by 2024 [5] - The global push for carbon neutrality and the transition to new energy sources are creating substantial opportunities in various sectors, including transportation, construction, and industry [3][5] Group 4: Technological Development - Skaiqi is building barriers through proprietary technologies such as electric control and steering systems, intelligent distributed hybrid power systems, and solid oxide electrolysis cell hydrogen production technology [5] - The company aims to become a comprehensive solution provider for new energy heavy trucks by establishing hydrogen stations, financing leasing platforms, and pursuing global strategic layouts [5]