Opening nearly 4 billion funds sealed limit! Huawei BU ＂empower＂ old car company official cooperation, concept stocks released
The opening of Huawei’s smart car business to equity cooperation will become a milestone event in the automotive industry.
November 27,publishAfter consultation, Huawei intends to establish a company engaged in the research and development, design, production, sales and service of automotive intelligence systems and component solutions. And its affiliates intend to invest in acquiring the equity of the target company, the proportion shall not exceed 40%.
The announcement said that the target company’s business scope includes automotive intelligent driving solutions, automotive intelligent cockpit, intelligent vehicle digital platform, intelligent vehicle cloud, AR-HUD and intelligent vehicle lights, etc., and will inject related technologies, assets and personnel dedicated to the target company’s business scope into the target company.
Affected by the good news, the opening of the market on November 27, one word limit, the amount of bidding and sealing orders was nearly 4 billion yuan, and the listed companies of class A share associated with the concept of Changan Automobile rose one after another. As of the close,,,,,Daily limit.
Strong cooperation, deep binding and intelligent speed up
Huawei Smart Car Solution BU is Huawei’s end-to-end business responsibility body in the field of smart cars, extending Huawei’s ICT technology advantages to the smart car industry and providing incremental components for smart connected cars.
Previously, Changan Automobile has had several strategic partnerships with Huawei. In November 2021, the company partnered with Huawei,The jointly built high-end smart car brand Avita was officially launched; in August 2023, Deep Blue Auto and Huawei signed a cooperation framework agreement, and the two sides will cooperate in the field of intelligence.
For this cooperation, Yu Chengdong, executive director of Huawei and chairperson of the smart car solutions sector, said that China needs to create an electric intelligent open API with the participation of the automotive industry, an open API with a’locomotive ‘. Huawei will also work with more strategic partner automakers to continuously explore new models of openness and win-win.
It is expected that Huawei’s core technologies in the fields of intelligent driving, intelligent cockpit, and intelligent vehicle cloud will deeply empower the company, and the company’s intelligent competitiveness will continue to improve.
The target companies of this cooperation will operate in a market-oriented model and enjoy Huawei’s system capabilities and capital markets.
It is said that under the ecology of MengzhixingFour partners, including Chery, BAIC and Jianghuai, are expected to be the focus of "open equity".
On the basis of in-depth cooperation with Huawei, Changan Automobile’s main parts suppliers and capital related party stocks are also expected to continue to benefit. Changan Automobile related suppliers include,,, Longwei HengrunWait.
List of concept stocks exposed
Data treasure statistics, as of the close of November 27th, 19 class A shares of Changan automobile concept stocks. Since November, the above concept stocks have risen by nearly 80%. Among them,,,The range increase ranks among the top three.
fromAccording to the third-quarter report data, the first three quartersMore than $100 million, of whichNet profit 191 million yuan ranked first, followed by,,.
From the perspective of valuation indicators, as of the close on November 27, there were two companies with a rolling price-to-earnings ratio of less than 30 times.The lowest was 15.84 times, and thereafter.
fromLooking ahead, this monthachieveThere are three of them, Dongjian Technology ranked first with a net inflow of 58.0463 million yuan, followed by,.
