Zhitong Finance and Economics learned that the research report released by Huatai ** said that the bank sorted out the target of the M9, Xiaomi Automobile, and Ideal MEGA industry chain and calculated the proportion of related model revenue in 24 years. Focusing on the follow-up pricing of new vehicles and the rhythm of actual sales are expected to bring revenue elasticity to the industrial chain. It is recommended to pay attention to the ideal industrial chain of Dahua Automobile Changan with a new car cycle, as well as companies that fully benefit from the upgrade of automotive intelligence and comfort.
The main points of Huatai ** are as follows:
The M9 will be available soon
In the second half of this month, the key models on the market are Wenjie M9, Chery Star Era ES, Zeekrypton 007, etc., M9 is the flagship SUV under the current Huawei Smart Selection, which will be Huawei intelligent vehicle control, megapixel smart headlights, AR-HUD, light field screen, Huawei SOUND, AI large model and other black technologies are all collected, the market pays special attention to pricing, which will determine the future sales space. In addition, in addition to the signing of the Memorandum of Understanding on Investment Cooperation with Changan Automobile, Huawei has also sent invitations to companies such as Cialis and JAC.
Focus on the release, order and delivery progress of the M9, Xpeng X9 and Ideal MEGA
1) M9: Equipped with Huawei smart projection headlights, light field screen, Hongmeng 40 Intelligent cockpit and Huawei's intelligent driving system, with more than 40,000 units currently on order, and competing products are Mercedes-Benz GLS, BMW X7, etc. 2) Xpeng X9: Standard rear-wheel steering, ** air conditioning, three-row seats with one key folding, competing products are Denza D9, Zeekr 009, etc. 3) Ideal MEGA: 800V high-voltage fast charging, wind resistance coefficient, space and other advantages, competing products include ZEEKR 009, DENZA D9, etc. 4) Xiaomi SU7: Competing products include Xpeng P7i and Model3, Han EV, etc., if the price is 200,000 yuan, it may have the potential to become a hit. 5) Song L: Competing products include Deep Blue S7, Xpeng G6, Zhiji LS6 and Model Y, which are 30,000 yuan lower than the pre-sale. 6) Interstellar Element ES: Positioning medium-sized electric sedans, competing products such as Zhijie S7 and BYD Han, highlighting battery life. 7) ZEEKR 007: Good appearance and handling, compared with Model 3, Xpeng P7, Zhijie S7, Galaxy E8, etc.
Looking at the trend of the industrial chain from the recent release of new cars, the development of intelligent driving, air suspension and 800V is expected to accelerate
The bank counted 11 new energy vehicles (including facelifts) from December 15 to January 24, including 9 and 2 independent joint venture brands, respectively, with a large number of independent new cars and stronger competitiveness. Looking at the industry trend from the new car: L2 assisted driving function tends to be standard, NOA function is more selling point attributes, pay attention to whether Xiaomi SU7 will further explore the urban NOA function ** to about 200,000 yuan;With the further cost reduction of air suspension, the bank expects that in the next few years, the air suspension system will be further reduced to the standard configuration of 200,000 yuan level models, leading the industry to increase the penetration rateThe 800V high-voltage fast charging platform is more popular. ZEEKR 007 is equipped with an 800V silicon carbide platform as standard, and the pre-sale price is 22Starting from 990,000 yuan, Xiaomi SU7 also has an 800V configuration model.
Risk Warning:Insufficient demand due to macroeconomic downturn;The chip shortage continues.