北交所&新兴成长行业周报：禾赛与西井达成战略合作，加速无人驾驶+大物流多场景全球化扩张

Group 1 - Hesai Technology and Xijing Technology have formed a strategic partnership to accelerate the global expansion of autonomous driving and large logistics across multiple scenarios. This collaboration aims to enhance the development of lidar technology and intelligent solutions in various applications such as autonomous driving, port logistics, industrial robots, heavy machinery, and smart cities [30][56][80] - The partnership builds on previous collaborations, with Hesai's lidar technology already integrated into Xijing's autonomous driving solutions since 2018. The strategic signing further deepens and broadens their cooperation [56][80] - Hesai's lidar products are expected to be deployed in Xijing's autonomous vehicles, enhancing the latter's capabilities in large logistics and smart production [56][84] Group 2 - The new Zeekr 009 has been launched, featuring the RoboSense M platform lidar as standard equipment. This luxury MPV has undergone a comprehensive upgrade, achieving a 54% enhancement in assembly-level components, focusing on safety, range, handling, and luxury [64][88] - The Zeekr 009 has received over 3,000 orders within a week of its pre-launch in markets outside mainland China. It offers various purchase incentives, including a free lifetime upgrade to the ZEEKR AD fully intelligent driving assistance system for early depositors [64][88] - The Zeekr 009 is equipped with advanced safety features, including a 720° active safety warning system and a high-voltage system that supports a maximum range of 740 kilometers, addressing range anxiety for users [64][88] Group 3 - The report highlights the performance of the A-share market from July 22 to July 26, 2024, noting that sectors such as defense, environmental protection, and electric power equipment saw positive growth, while sectors like non-ferrous metals and food and beverage experienced declines [32][109] - The North Exchange 50 index had a PE TTM of 29.30X as of July 26, 2024, with a trading volume average of 4.91 billion shares and a turnover rate of 2.50% [32][143] - Key stocks recommended for attention include Juguang Technology, Changguang Huaxin, Yongxin Optical, Huace Navigation, Jingwei Hengrun, and Longsheng Technology, reflecting a positive outlook for the smart automotive industry chain [33][171]