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北交所&新兴成长行业周报:比亚迪方程豹与华为乾崑智驾达成合作,豹8预计在2024Q3后上市
Guohai Securities·2024-09-03 01:34

Group 1 - BYD's Fangcheng Leopard has partnered with Huawei's Qiankun Intelligent Driving, with the Leopard 8 expected to launch after Q3 2024. This collaboration aims to enhance smart driving capabilities through joint research and development, positioning the Leopard 8 as the first model to feature Huawei's ADS 3.0 technology [3][13][15] - The Leopard 8 is designed as a rugged SUV, utilizing BYD's DMO super hybrid off-road platform, which combines a 2.0T engine with dual motors for both electric and off-road capabilities. This model aims to bridge the gap between traditional performance and smart driving technology [15][19] - The partnership with Huawei is seen as a strategic move for BYD to leverage Huawei's advanced driving solutions, enhancing its own capabilities in the smart vehicle sector while expanding Huawei's market presence [13][17] Group 2 - XPeng's MONA M03 has officially launched, featuring a price range of CNY 119,800 to CNY 155,800 and a pure electric range of up to 620 km. This model is positioned as a compact sedan with advanced smart driving features, including a pure vision driving assistance system [4][22][24] - The MONA M03 is equipped with over 20 smart sensing hardware components, providing superior perception capabilities compared to competitors in the same price range. It aims to enhance user experience through a high-tech interior and advanced AI driving features [24][26] - XPeng has set ambitious goals for the next decade, aiming to become a global AI automotive company, with the MONA series marking a significant step in this direction [26] Group 3 - The A-share market has shown varied performance, with sectors like media and electric equipment seeing gains of 4.41% and 4.32%, while banking and construction sectors faced declines of 5.75% and 2.28% respectively. Notable stock performances included gains of 198.51% for Jialiqi and 126.46% for Xiaofang Pharmaceutical [28][30] - The North Exchange 50 index had a PE TTM of 29.71X as of August 30, 2024, with a trading volume average of 3.11 million shares and a turnover rate of 2.06%. Stocks like Chengdian Guangxin and Zhixin Electronics saw significant weekly gains [38][43]