北交所&新兴成长行业周报：2024年1-7月激光雷达市场增长强劲，搭载华为乾崑智驾、全新岚图梦想家正式上市

Core Views - The LiDAR market has shown strong growth in the first seven months of 2024, with RoboSense leading the market with a 37% share, followed by Huawei Technologies with 26.4% [12] - The high-precision map market is dominated by AutoNavi with a 57.8% share, while Tencent holds 18.7% [14] - The ADAS market is led by Bosch with a 22.5% share, followed by Denso and ZF with 9.9% and 8.1% respectively [16] - The intelligent driving domain control market is moving towards collaborative customization, with Desay SV leading with a 23.3% share [18] - The new Voyah Dreamer, launched on September 19, 2024, features Huawei's Qiankun Intelligent Driving ADS 3.0 system and Hongmeng Intelligent Cockpit, positioning it strongly in the high-end MPV market [20][22] Market Performance - The A-share market saw significant gains in real estate (+6.86%), non-ferrous metals (+5.21%), and household appliances (+4.30%) from September 18 to September 20, 2024 [26] - The Beijing Stock Exchange 50 Index had a PE TTM of 24.31X, with a 5-day moving average trading volume of 2.86 billion shares and a turnover rate of 1.21% on September 20, 2024 [34] Industry News - Beijing's intelligent connected new energy vehicle industry output exceeded 226 billion yuan in the first half of 2024, a 16.1% year-on-year increase [40] - IM Motors announced that its IM AD map-free city NOA will be available nationwide in October 2024 [40] - XPeng P7+, positioned as the world's first AI car, made its debut at the 2024 Yunqi Conference [41] - Harmony Intelligent Drive's full lineup achieved over 10,000 orders during the Mid-Autumn Festival holiday [41] - Zeekr 009 Glory delivered its 1,000th unit within 115 days of launch [42] - Zeekr 7X, a smart luxury SUV with standard LiDAR and over 600km range, started test drives on September 20, 2024 [42] - Shenlan L07, set to launch on September 20, 2024, will feature Huawei's Qiankun Intelligent System [43] - GAC Group and Huawei upgraded their digital cooperation to accelerate product intelligence [43] - GAC Aion AION RT, targeting XPeng MONA M03, will start pre-sales on September 26, 2024 [44] - Aion Tyrannosaurus 520 LiDAR Edition is leading the popularization of intelligent driving technology [44]