Recently, the market has closely monitored the development of the situation in Russia and Ukraine and the prospects of the Federal Reserve's monetary policy. The three major U.S. stock indexes opened lower collectively. After Biden's speech on the Russian-Ukraine issue, the decli

Recently, the market has closely monitored the development of the situation in Russia and Ukraine and the prospects of the monetary policy of the Federal Reserve. The three major U.S. stock indexes opened lower collectively. After Biden delivered a speech on the Russian-Ukraine issue, the declines narrowed, but in the end, they continued to collectively close. The Dow Jones Industrial Average fell by more than 700 points at most. As of the close of the U.S. stock market, the S&P 500 index fell by more than 10% from its high at the beginning of the year.

The US stock adjustment is almost over, and now is a good opportunity to buy at the bottom.

The US stock market started in 2022 quite bleak. The low-level records that have been repeatedly refreshed have caused the market to smoke. Various growth assets that once took advantage of the Fed's eastward wind and rose to the sky are now gradually returning to the normal value track with the upcoming interest rate impact. But at this time, JPMorgan Chase strategist team led by Marko Kolanovic believes that now is a good opportunity to buy at the bottom.

Since the beginning of this year, US lidar stocks have fallen sharply, with Velodyne (VLDR.US)'s share price falling 18% in 2022, and Luminar (LAZR.US)'s share price also fell sharply.

No one can predict the duration or depth of this callback, but as long as you invest in high-quality lidar stocks and hold them for a long time, you can finally keep the clouds clear and the moon bright. The time for the three lidar stocks of

is

Velodyne (VLDR.US): Velodyne launched the world's first mass-produced vehicle lidar HDL-64E in 2007. The company has a wide range of product matrix: 1) In terms of mechanical lidar, it covers 16-line to 128-line, which can meet all kinds of high, mid- and low-end needs; 2) In terms of solid-state lidar, the company adopts the pioneering proprietary microlidar array architecture (Micro LidarArray, MLA), which can improve light utilization compared to traditional MEMS technology. As of 3Q20, Velodyne has more than 300 customers and has established solid cooperative relationships with well-known manufacturers such as Ford, Baidu, and Hyundai. Since its establishment, the company has shipped a total of 47,500+ pieces of lidar sensors.

Luminar (LAZR.US): Luminar was founded in 2012 and focuses on semi-solid state technology. In terms of light sources, Luminar uses a 1550nm fiber laser, which is a band that is safe for the human eye. It is easier to pass through the automotive specifications and achieves a longer detection distance. Technical innovations have made the detection distance of Iris lidar exceed 250m (5% reflectance) and has the maximum resolution of equivalent 300 lines. The company has established cooperation with 7 of the world's top 10 OEM manufacturers, including Toyota, Daimler Group, etc.; its semi-solid-state lidar Iris is expected to be mass-produced in 2022.

Weimi Holographic (WIMI.US): Weimi Holographic As a representative enterprise of holographic AI vision, the company mainly concentrates on professional fields such as vehicle-mounted AR holographic HUD, 3D holographic pulse LiDAR, head-mounted light field holographic equipment, holographic semiconductor, holographic cloud software, holographic automobile navigation, etc. It has obtained patents for waveform generation processing devices for optical holographic use, and has developed 3D holographic pulse lidar products, which can provide solutions for many fields (autonomous driving, environmental perception, 3D holographic imaging, advanced driver assistance systems (ADAS), traffic management, 3D printing, etc.), and quickly expand the holographic technology application market.

medium and short-term lidar market is expected to reach the 10 billion yuan level. According to O'Sullivan's forecast, the global lidar market size may be nearly US$13.6 billion in 2025, and the annualized growth rate is expected to be about 62% from 2020 to 2025.

At the same time, it is estimated that the domestic lidar market size may be nearly US$4.4 billion in 2025, with an annualized growth rate of about 64% from 2020 to 2025, accounting for 30% of the world.

calculates that the size of China's lidar market is expected to reach 5.553/11.659 billion yuan from 2021 to 2022 by assuming key parameters such as L3+ autonomous driving penetration rate/average number of lidars per vehicle/lidar price.