中小盘周报：小米首款电动汽车SU7发布，可自动调整卫星天线专利受关注

Core Insights - Xiaomi's first electric vehicle, the SU7, was officially launched on March 28, 2024, with a starting price of 215,900 yuan, and it marks a significant milestone in Xiaomi's "smart home ecosystem" strategy [34][36] - The vehicle's launch coincides with a notable increase in the sales of new energy vehicles (NEVs), with an expected retail volume of approximately 750,000 units in March 2024, representing a year-on-year growth of 37.1% [34][36] - Xiaomi's patent for a satellite communication technology that automatically adjusts the satellite antenna is expected to enhance driving safety and optimize smart travel experiences, injecting new vitality into the smart driving ecosystem [11][36] Market Review - The A-share market has shown a fluctuating trend over the past year, with major indices experiencing a general downward trend, while the North Star 50 index saw a significant rebound from October to December 2023 [38][39] - In the week of March 25 to March 29, 2024, the A-share market saw varied performance across different sectors, with the oil and petrochemical sector leading with a weekly increase of 4.08% [39][41] Industry News - The satellite internet industry is on a clear path to commercialization, and the new energy vehicle sector is experiencing rapid growth, presenting investment opportunities in companies like Zhenyou Technology and Huali Chuantong [2][36] - The Civil Aviation Administration of China is actively promoting the development of the low-altitude economy, which includes initiatives for urban air mobility and low-altitude logistics [29] - The recent patent by Xiaomi for satellite communication technology is expected to significantly improve the efficiency and quality of satellite communication for vehicles, enhancing the overall user experience [11][29] Company Announcements - Xiaomi's SU7 has received substantial pre-orders, with over 50,000 units booked within 27 minutes of its launch [34] - The report highlights the strong performance of various companies in the new energy vehicle supply chain, with significant revenue growth reported by companies like Desay SV and others in the automotive components sector [56]