AITO asks that the M9 model has advantages in various aspects such as intelligence, Hongmeng ecology, and sales channels, and is expected to achieve a breakthrough from 0 to 1.
The Zhitong Finance App learned that Fangzheng Securities released a research report saying that AITO asks that the M9 model has advantages in various aspects such as intelligence, Hongmeng ecology, and sales channels, and is expected to achieve a breakthrough from 0 to 1. It is estimated that the monthly sales volume of the AITO Wanjie M9 is expected to reach 10,000 units. It stands out from the crowd of high-end competitors, and relies on strong product strength to become another popular model of the AITO Wanjie brand. AITO Insight M9 maintains close cooperation with mainstream suppliers in various parts fields such as smart cockpits, intelligent driving, three-electric systems, car bodies, and chassis. It is recommended to focus on key targets related to the industrial chain.
Related targets: Smart cockpit and intelligent driving companies Guangfeng Technology (688007.SH), Xingyu Co., Ltd. (601799.SH), Shanghai Yanpu (605128.SH), Mingxin Xuteng (), Sandian Systems Company Credit Group (002664.SZ), Huguang Co., Ltd. (USD), body and chassis companies Wencan Co., Ltd. (Sichuan), Bojun Technology (300926.SZ), Tuopu Group (System), etc. 605068.SH 605333.SH 603348.SH 601689.SH
Fangzheng Securities's views are as follows:
AITO asks the M9 to build the first model for the Cyrus Rubik's Cube platform:
The AITO Quest M9 was first launched on December 26. The model is built on the Celis Rubik's Cube platform and uses a CCA+VehicleStack architecture to enable interaction between different domain controllers; core configuration: the Turing smart chassis has four core intelligent technologies to greatly improve driving dynamic safety and comfort. First equipped with 9000T integrated die-cast rear floor components, the body structure is both strong and lightweight. The entire car is fully equipped with up to 10 screens, so that the Queen's co-driver and zero-gravity seat, TMS thermal management and BMS battery management Improving safety and energy efficiency, ; Intelligent black technology: AITO Q M9 was first equipped with a number of black technologies for the Huawei automotive business, including high-end intelligent configurations such as AR-HUD, smart car lights, and HUAWEI SOUND. Autonomous driving: Huawei is expected to open the national unmapped city NCA in December 2023, leading the industry in intelligent driving capabilities.
Emerging technology defines competition among car companies and has become a key racetrack for automobile intelligence:
The bank believes that emerging technologies in the automotive industry that enhance the competitiveness of models will play a key role in consumers' purchasing decisions. AITO is equipped with many core technologies and has comprehensive advantages. At the charging platform level, AITO Q M9 has an 800V fast charging architecture and 4C charging efficiency. At the autonomous driving level, AITO Quest M9 is equipped with the Huawei ADS2.0 smart driving system to achieve NOA function in urban areas. At the level of a large cockpit model, the AITO Q M9 is equipped with a Huawei Hongmeng cockpit. The big Pangu AI model gets on the bus to make Xiaoyi cockpit interaction more intelligent.
The space for high-end new energy is vast, and AITO asks that M9 has explosive genes:
From January to November 2023, the domestic passenger car market sales volume of 400,000 yuan or more reached 1,325 million units, of which 383,000 new energy passenger vehicles sold, with a penetration rate of 28.9%. The overall penetration rate is still lower than that of new energy passenger cars, and there is plenty of room for the subsequent market. The AITO Wanjie M9 model surpassed 10,000 units in 2 hours after its launch. Under the leading edge of intelligence, the model is expected to generate siphon the sales side in different price ranges, model levels, etc., compounding the increase in industry sales due to the expansion of the high-end new energy market. It is expected that the AITO Wenjie M9 steady monthly sales volume is expected to reach 10,000 units, standing out from many high-end competitors. Relying on strong product strength, it has become another popular model for the AITO brand.
Risk warning: AITO asked that M9 sales fell short of expectations, the penetration rate of the high-end new energy market fell short of expectations, and increased competition in the industry due to the release of multi-brand models.