The number of new M7 Dasheng has reached a new high, and Changying Precision and other industry chain companies may fully benefit
According to Yu Chengdong, chairperson of Huawei Smart Car Solutions BU, revealed in Moments that the new M7 model has exceeded 50,000 units, and the number of new models has exceeded 7000 on October 6, setting a new high.
It is understood that the reason for the popularity of the new M7 model in the market is its outstanding safety performance and excellent intelligent driving functions. In terms of safety performance, the body structure of the new M7 has been re-molded, and the welding production line has also been re-transformed. The proportion of high-strength thermoformed steel in the submarine class of the whole car has reached 24.4%, better than 16% of BMW X5L, and the proportion of "high-strength steel + aluminum alloy" in the whole body is 80.6%; in the new Q M7 smart driving version equipped with HUAWEI ADS 2.0 high-end intelligent driving system (including lidar * 1, high definition visual perception camera * 11. Millimeter wave radar * 3, ultrasonic radar * 12), which can achieve high-speed, urban high-level intelligent driving without relying on high-precision maps, as well as support for valet parking and ultra-narrow parking.
深度科技研究院院长张孝荣向媒体表示,由于华为在技术创新和智能化方面的优势,问界新M7在智能驾驶、车联网、人工智能等方面具备更强的竞争力,吸引消费者。中信证券研报指出,华为智选在经历问界M5/M7第一轮车型周期高开低走后,已在M7改款上迎来拐点。
面对快速爆发的市场需求,问界新M7的制造厂商也在全力以赴确保产能供应。 赛力斯相关负责人表示“为了尽早将爱车交付用户手中,赛力斯汽车智慧工厂在加速产能提升,严格品控管理,加强供应链保障,全力以赴保障新车的高质量交付。”
问界新M7上市后的火爆也重新点燃了资本市场对“问界汽车产业链”的热情,多只产业链相关个股走强。民生证券研报指出,随着合作车型的逐步推出,华为智能驾驶、智能座舱有望快速实现闭环,智选车产业链有望充分受益。
长盈精密(300115.SZ):长盈精密在深交所互动易回答投资者提问时明确表示,公司是aito汽车的核心供应商之一。长盈精密作为新能源汽车及动力电池结构件行业的新锐,近年来在新能源领域的发展速度非常快,先后在上海临港、四川宜宾、江苏常州、福建宁德、四川自贡等地建设了生产基地,形成了从电芯结构件、模组结构件到电池箱体结构件、新能源汽车零组件等全系列产品线,客户涵盖众多国内外头部新能源汽车及动力电池企业。
联创电子(002036.SZ):与华为在智能监控和智能驾驶等多个领域展开了深度合作,中标了多款高端车载镜头,是其最重要的镜头供应商之一。
川环科技(300547.SZ):在投资者互动平台上表示,公司作为赛力斯的核心战略管路系统供应商,参与了赛力斯问界M5(含EV版)、问界M7的管路系统配套,并积极参与后续相关车型管路系统的同步开发。