According to media reports, the first electric car, AppleCar, is expected to be released early. Supply chain personnel revealed that Apple recently put forward stocking requirements to Taiwan auto parts factories such as Heda, Trade Union-KY, Heqin, and Futian, and included relevant companies in the first batch of supply chains, which is quite in line with the practice of iPhone 4 preparation and urge goods. Some key supply chains confirm that Apple is expected to release AppleCar in September next year, at least two years earlier than the original plan, and its prototype has been tested on , California, .
Huawei held the Smart Car Ecological Forum to drive the performance of the automotive electronics sector. On the 21st, Huawei held the 2021 Smart Car Solution Ecological Forum. Listed companies such as Desai Siwei , Sunny Optics, Light Peak Technology , Zhongke Chuangda , Fuyao Glass , and Shangsheng Electronics were listed as excellent partners in 2021 Huawei Smart Car Solutions. The relevant companies have also explained and followed them in the November 17 video (click the video to watch for specific content).
(always right is accidental, mistake is inevitable), the stocks involved are only required to provide ideas for analyzing the operating status of the market; they do not constitute any actual investment trading operation suggestions.
Two major forces Apple and Huawei have joined, and the trend of the autonomous driving industry has been confirmed. But it does not count as performance confirmation. From the perspective of performance, the performance of mid- and low-end intelligent products is definitely faster.
Currently intelligent driving will go through assisted driving one after another, with three stages: penetration rate improvement, maturity of autonomous driving solutions, and improvement of autonomous driving ecology , and bringing three waves of opportunities for hardware, software systems and commercial operation of respectively.
There are two incremental logics for automotive parts: 1, the increase in the value of bicycles brought about by electrification and intelligence; 2, the reshaping of the supply chain pattern brought about by the rise of domestic independent brands, and a group of companies that doubled will appear before , and the specific content will be held at the two-day exchange meeting on the weekend.
index logic will not rise or fall. It will be structural. The strategy must conform to the above meaning ( stable word ). The current trading strategy is suitable for low buying. Regarding investment (especially stock investment) days may not reward hard work, but we must still move forward bravely. I work in this job because I like investment and love the stock industry, so I share things with you more sincerely and always believe that the lone walks fast, and the crowd walkers far away
Conclusion: The automotive industry has entered the era of intelligence, and the peak game between 2022. The way of heaven may not reward hard work, but we must still move forward bravely.
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