Golden Valley continues to update the daily view of the market
From the perspective of the top, each round of ** follows a certain law, with the news as the guide, and after the formation of a mainstream hot spot, the funds are also very recognized, and with the introduction of a wave of mainstream **.
The strength of its recognition can be used to obtain sustainability, and the market can always find the logic of heat, and the popularity is also the main line.
At the moment, all the major tech giants are participating in one direction, what is it?It's the car。The recent launch of Huawei's automotive intelligence S7 and Wenjie M9 has made the catfish effect in the industry more and more prominent. And the No. 28 Xiaomi car will also show technology, and the highlight of the two is undoubtedly that"Smart Cockpit".
The intelligent cockpit is in the ascendant,At present, new energy vehicles are mainly selling hardware and mechanical performance, while autonomous driving and intelligence are still in their infancy.
It can be seen that in the future, intelligent cockpit and autonomous driving will be the core competition track points in the future.
Therefore, Jingu is optimistic about the core logic of the industrial chain opportunities in the direction of "intelligent cockpit".
1. In 22 years, the scale of China's intelligent cockpit market reached 73.9 billion yuan, and it is expected to enter 100 billion yuan to 103 billion yuan in 25 years, with a compound growth rate of 12 in 5 years7%。
2. At the current stage, the value of the cockpit domain controller is about 1,500 yuan, and the penetration rate is relatively low, and the CAGR is expected to reach 82% in 26 years.
3. At present, the penetration rate of domestic smart cockpits is on the rise as a whole, with the global market size of smart cockpits is considerable, the growth rate of the domestic market is leading, and the upside space has been opened.
Jingu has also selected these 6 core business enterprises of "smart cockpit" in the market, let's take a look
The first, in the optics
The company's optical component products related to on-board lidar and intelligent cockpit on-board imaging have been ordered by customers.
The second, Obi Zhongguang
The Orrida intelligent cockpit 3D TOF solution provides automotive-grade system design to make vehicle driving smarter and safer.
The third, Zhongshi Technology
In the field of intelligent transportation, the company aims at comprehensive solutions for the reliability of electronic equipment in the fields of new energy vehicles, autonomous driving, intelligent cockpits, and large and small electric systems.
Fourth, Skyworth Digital
The company has on-board human-computer interaction display assembly system, on-board intelligent instrument system and other products in the intelligent cockpit.
The fifth, Huayang Group
Up to now, cockpit domain control products including Qualcomm, Renesas, SemiDrive and other mainstream chip solutions have been mass-produced, and continue to obtain new fixed-point projects.
Sixth, the first share of intelligent cockpit
"Intelligent cockpit + new energy vehicles + artificial intelligence", in the field of intelligent driving, the company's main products include vehicle lenses, millimeter-wave radar, millimeter-wave radar related products, AR-HUD related products, in-vehicle projection products, etc.
At the bottom of the "** pit", low price + low valuation, the company's market value is about 6 billionThe stock price is less than 22 yuan, favored by institutions and main forces.
From a technical point of view,The main force is highly controlled + one yang wears more than one average + ushers in a strong golden cross on the MACD monthly line, the main force is highly controlled, and a new round of main rise is about to start.
Special statement: The content only represents personal views and does not constitute any investment guidance, according to which you buy and sell, profit and loss at your own risk, ** risk, investment needs to be cautious!