The unexpected explosion of the new M7 in the world has made Huawei’s industrial chain the focus of A shares again.

　　In the peak season of "Golden September and Silver 10" automobile sales, the new M7 in the world has been listed for 25 days, with a total of over 50,000 units (referring to the order that is locked after paying a certain deposit through official channels, and the lock order means that the purchase can not be unsubscribed, and the order will be arranged in order), which not only makes it possible."Returning to life" also makes A sharesThe car sector is heating up again.

　　Since the opening of the market in October, Huawei’s industrial chain has always maintained a strong position. On October 10, thanks to the bursting of new car orders from Huawei, Huawei’s industrial chain stocks continued their upward trend again.The smart driving and other sectors were among the top gainers. At the close, the concept of liquid-cooled high pressureClose at 20cm daily limit,、、、Wait for the capture of the second board.

　　Huawei’s industrial chain stocks continue to be active

　　In the news, as of October 6, only 25 days after its release on September 12, the cumulative number of new M7 cars has exceeded 50,000. Among them, on October 6th, the number of new M7 cars will reach 7,000, and on October 5th, it will reach 3,500. In other words, in the last two days of the Mid-Autumn National Day holiday, its large quantity exceeded 10,000 vehicles.

　　Yu Chengdong, chairman of BU, Huawei’s smart car solution, said on social media that "it’s not easy to come back to life" for the excellent "report card" handed over by the new M7.

　　With regard to the sales situation of the new M7 in Wenjie, the reporter learned from the sales office of Huawei stores that after the first sales period, that is, from September 12th to October 7th, the scheduled preferential amount of the new M7 in Wenjie was reduced from 6,000 yuan to 3,000 yuan, while the matching fund of 12,000 yuan for interior and exterior decoration and the matching rights and interests of 15,000 yuan remained unchanged, and the activity deadline was October 31st.

　　It is worth noting that in the positioning asAt the same time, the new M7, which is the flagship SUV of Panoramic Wisdom, which has not yet been listed, has won tens of thousands of orders just by "blind ordering".

　　In fact, the pre-sale price of 500,000-600,000 yuan was officially opened for blind subscription on September 25th. At present, there are only a few renderings and a small amount of configuration information, and even official website has not disclosed relevant information. According to Yu Chengdong, as of October 7th, the customer M9 had accumulated 10,450 orders for blind booking and retained 8,040 orders. On that day, 333 units were blindly ordered, 26 units were unsubscribed and 307 units were blindly ordered.

　　As a brand born under the joint mode of "smart car selection" business with Huawei, the sales volume of cars has also increased recently. According to the sales data in September, the monthly sales volume of Celestial Automobile was 10,246 taels, which exceeded the 10,000-vehicle mark for the first time this year. Although it decreased by 41.77% year-on-year, it achieved an increase of 64.12% month-on-month, which reversed the decline of sales volume for two consecutive months.

　　On the whole, as the national consumption promotion policy continues to increase, the economy continues to stabilize, and this year is full.The sales volume of passenger car manufacturers maintained a strong growth trend. The Federation comprehensively estimated that the wholesale sales volume of new energy passenger car manufacturers in September was 830,000, a year-on-year increase of 23% and a quarter-on-quarter increase of 4%. According to preliminary estimates, from January to September this year, 5.92 million vehicles were wholesale, up 36% year-on-year.

　　Affected by the above-mentioned good news, on October 9, the first trading day after the Mid-Autumn National Day holiday, under the performance that the overall sector rose less and fell more, Cyrus,,Waiting for more than 10 "Huawei Industrial Chain" stocks to go against the trend.

　　On October 10, Huawei’s industrial chain continued to be active. As of the close of the day, the direction of HarmonyOS、At the daily limit, Sailis in the direction of the car,Also harvest the daily limit. It is worth mentioning that since September this year, the share price has doubled, and the cumulative increase of Sellers’ share price has exceeded 85%.

　　Institutions are optimistic about the intelligent acceleration of new energy vehicles.

　　The Financial Investment News reporter learned that before the Mid-Autumn National Day holiday, many private placements had entered the market.”。 At the same time, the organization is optimistic about Huawei’s industrial chain stocks and the intelligent iterative acceleration brought by the new M7.

　　On the policy side, the Ministry of Industry and Information Technology will improve the supporting policies, standards and regulations of intelligent networked vehicles, speed up the revision of key standards, strengthen the coordination of standards in the fields of automobiles, infrastructure, information and communication, and continue to promote the high-quality development of intelligent networked automobile industry. Xin Guobin, vice minister of the Ministry of Industry and Information Technology, said that after years of continuous efforts, the development of China’s intelligent networked automobile industry has achieved positive results. The vitality of technological innovation is enhanced, and it is solidLarge-scale application, intelligent driving of large computing chips to achieve mass production and loading.

　　For Huawei, the new M7 continues to sell well.latestIt is believed that, through Huawei’s deep empowerment, the new model M7 is equipped with Huawei HarmonyOS Intelligent Cockpit 3.0, HUAWEI ADS 2.0 Advanced Intelligent Driving System, HUAWEI DriveONE Extended Range Electric Drive Platform and other black technologies. At the same time, the new M7 in Wenjie is equipped with HUAWEI ADS 2.0 high-order intelligent driving system, which is the first to realize high-speed and urban high-order intelligent driving without relying on high-precision maps.

　　He said that he once again reiterated his optimism about Huawei’s industrial chain. In this transformation of intelligent electrification of automobiles, outstanding companies in the industrial chain are expected to achieve sustained high growth as compared with the smart phone industry chain ten years ago. The current innovation is expected to drive the industrial chain to develop in a more competitive direction and empower the overall competitiveness of domestic new energy vehicles to continue to improve.

　　Cui Yan, an analyst, believes that the order of the M7 in the world exceeded expectations, and it has exceeded 50,000 units after 25 days of listing, and the MAX version of Zhijia accounts for about 60%, which effectively drives the purchase rate to increase. Huawei builds a full-stack intelligent solution based on algorithm, hardware and data accumulation, which is expected to accelerate the data accumulation and the cultivation of users’ consumption habits with the increase in the number of users’ M7, the listing of intellectual S7 (23Q4) and the iteration of ADS2.0. He said that intelligent driving ability is expected to become an important factor in the competition between car companies, and attaches importance to the industrial chain opportunities brought about by the intelligent turning point and independent technology output.

　　GuoshengIt is also pointed out that as the benchmark model of domestic autonomous driving, the intelligent driving version is absolute in the orders of Tucki G6, G9 and Wenjie M7.With the acceleration of intelligent iteration, car companies are expected to start to switch from hardware to software ecology, change their profit model and improve brand stickiness, and head car companies are expected to benefit first. At the same time, domestic car companies are actively laying out the city NOA, and the number of cities is accelerating, with embedded hardware and sufficient computing power reserves.