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北交所&新兴成长行业周报:搭载最新华为ADS3.0,智界R7、阿维塔07正式上市
Guohai Securities·2024-09-30 08:08

Investment Rating - The report recommends a "Buy" rating for key companies in the smart automotive industry, including Juguang Technology, Yongxin Optics, Huace Navigation, and Jingwei Hengrun [8]. Core Insights - The report highlights the launch of the latest Huawei ADS 3.0 equipped vehicles, including the Zhijie R7 and Avatr 07, which are expected to revolutionize the SUV market with advanced features and technology [11][20]. - The AION RT, a new electric sedan from Aion, has begun pre-sales with a price range of 119,800 to 169,800 yuan, showcasing advanced LiDAR technology and a high-performance intelligent driving system [23][26]. - The report emphasizes the strong growth in the laser radar market, driven by the integration of advanced technologies in new vehicle models [3][4]. Market Performance Review - From September 23 to September 27, 2024, the A-share market saw significant gains in sectors such as food and beverage (+26.06%), beauty care (+24.37%), and non-bank financials (+23.00%), while utilities and oil sectors lagged behind [32]. - The North Exchange 50 index had a PE TTM of 28.80X, with a trading volume of 5.40 billion shares and a turnover rate of 5.43% as of September 27, 2024 [42]. Key Recommended Stocks - The report suggests focusing on the smart automotive supply chain, with specific recommendations for stocks such as Juguang Technology, Yongxin Optics, Huace Navigation, and Jingwei Hengrun [7][8].