A quick look
Hesai Technology supplied Panda 128 lidar to Nvidia
Aurora launches a freight pilot partnership with Uber Freight
BlackBerry and BMW will collaborate to develop next-generation automotive technology
Canoo abandons overseas production of electric vehicles
01
Label: The currency unit marked US is USD
The monetary unit marked HK is the Hong Kong dollar
Quotes: Sanctions for new energy after sanctions against pharmaceutical companies?
On December 15, local time in the United States, the Chinese stocks listed in the United States ushered in a day of collective decline, especially new energy vehicle companies such as Weilai, Ideal, and Xiaopeng, which fell nearly 10% in the intraday, hitting a new low in the stock price in the past year, and the ideal and Xiaopeng also plummeted by more than 8%. However, as Tesla turned red in the tail end, Wei Xiaoli's decline narrowed.
The reason for the plunge in Chinese stocks again may be related to the fact that the United States wants to sanction some Chinese pharmaceutical companies. Affected by this news, on December 15, WuXi AppTec A shares fell to a halt, Hong Kong stocks closed down nearly 20%, WuXi Biologics listed on Hong Kong stocks also fell nearly 20%, Rongchang Bio-B, Gloria Ying, Zhao derivatives and other fell by more than 15%. Eventually, U.S. President Joe Biden issued a ban that included four Chinese pharmaceutical companies and a natural person.
For new energy vehicle companies, especially new energy vehicle companies listed in the United States, we must control the risk of US sanctions once it appears. At present, Wei Xiaoli's latest model planning, the automatic driving chip uses Nvidia's Origin, once on the US stock sanctions list, Wei Xiaoli may immediately face no chip available situation.
After the outbreak of the new crown epidemic, the automobile industry has been affected by the lack of cores, which has led to a more serious reduction in production. New energy vehicles use more chips, once the United States wants to start a new energy vehicle chip, how much can Chinese car companies have to resist?
In addition to the chip problem, Wei Xiaoli, which is listed on the US stock market, will also face the increasingly strict supervision of automotive data security. Didi has announced that it has returned to Hong Kong stocks for listing, and Ideal and Xiaopeng have already completed the listing of Hong Kong stocks, and only Weilai has not returned to Hong Kong stocks for some reasons.
For the United States, new energy vehicles, or intelligent networked electric vehicles, is also a scientific and technological highland that must be competed for, once the United States in order to protect its own interests, to China's new energy vehicles or intelligent networked electric vehicle industry chain sanctions, the impact will be extremely deep and huge, Wei Xiaoli will inevitably bear the brunt.
Once Weilai, Xiaopeng and Ideal are on the list of sanctions, the consequences can be imagined.
For Chinese car companies, building an independent and controllable supply chain is bound to be on the agenda. Once targeted by the United States, the biggest impact is Wei Xiaoli, who uses NVIDIA chips.
03
Startup progress
On December 16, lidar company Hesai Technology and Nvidia reached a partnership to use Hesai's Pandar 128 lidar as the Ground Truth sensor for its autonomous driving development system on its NVIDIA DRIVE platform.
Hesai's high-performance lidar solution will serve as the core equipment of NVIDIA's autonomous driving system development platform, providing critical object perception and recognition functions for autonomous vehicles. At the same time, Hesai LiDAR will provide an important reference for the program development of each sensing component of this system, and realize and optimize the identification function of automatic driving.
In addition, Hesai Technology also reached a strategic cooperation with YOUDAO Zhitu, a commercial vehicle intelligent driving company under SAIC Motor, on December 15, and the two sides will cooperate and explore around the research and development iteration of autonomous driving technology and other business scenarios. Hesai Technology will provide Youdao Zhitu with high-performance lidar sensors for L4 and L3 autonomous driving, and the two sides will also carry out in-depth cooperation on the mass production of semi-solid-state lidar.
On December 15, auroraInnovation has launched a pilot program with Uber's freight department to transport goods in Texas and incorporate its self-driving truck transportation into Uber Freight's transportation platform.
Aurora, which began last week serving UberFreight's customers between Dallas and Houston, plans to launch its commercial self-driving trucking service by the end of 2023, when Uber Freight users can book autonomous trucks.
Last December, Uber sold its money-burning self-driving arm, Uber ATG, to Aurora and invested $400 million in Aurora to acquire a 26 percent stake.
In addition, on December 14, according to foreign media reports, Uber considered selling non-strategic investment shares in other companies, including Didi. Uber sees Didi as a competitor and holding a stake in Didi is not strategic. According to the IPO filing, Uber holds a stake in Didi 12.8, but since the IPO, Didi's stock price has fallen from a peak of more than $18 to about $6 at present. Uber believes that selling Didi's stock price at this time may cause a loss of $24.
04
Tech giants progress
On December 6, according to foreign media reports, BlackBerry announced that it has reached an agreement with the BMW Group to cooperate in the development of next-generation automotive technology. Once the agreement is reached, BlackBerry will license BMW's QNX technology and assign a team of engineers to support the development of the new SAE L2/2+ autonomous driving capabilities for use in bmw's multiple brands and models.
BlackBerryQNX is the leading automotive embedded software certified for safety, in addition to BMW, which has previously partnered with 45 OEMs, the top seven Tier 1 suppliers and 195 million vehicles worldwide with its BlackBerry QNX technology for production programs.
05
New forces in car-making are progressing
On December 15, according to foreign media reports, American electric vehicle start-up Canoo will abandon its plan to cooperate with VDL Nedcar to produce electric vehicles overseas, relying only on its production of cars in Arkansas and Oklahoma, with the purpose of reducing risks, improving stability and improving the speed of its vehicles to market.
As planned, Canoo will produce electric vehicles in Arkansas next year and start producing them in Oklahoma by the end of 2023. Production in Arkansas is expected to be 3,000 to 6,000 units next year, while production capacity is 14,000 to 17,000 units by 2023. It is reported that the Oklahoma plant will produce more than 150,000 vehicles per year under full production.
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