20230722-国海证券-中小盘行业周报_特斯拉单季度营收交付双创新高_Dojo超算投产助力FSD技术持续提升_22页_1mb

报告摘要

Tesla reported record-breaking Q2 2023 results, with revenue and deliveries reaching new highs despite margin pressures from factors like price reductions and increased costs. Dojo supercomputer now operational, supporting FSD technology advancements. Cybertruck production began at Texas factory.
Sky Motors introduced 800V+4C supercharging and AI system "Xiaowei GPT," enhancing fast charging and smart interactions, with a "2314" product strategy for future electric vehicles.
L2 driver-assistance adoption in China reached 622%, with Chinese brands dominating the market; Nvidia holds nearly 44% of the chip supply share for L2+ systems.

A-share markets showed strong performance in real estate and building materials (+356%, +256%), while communication and computer sectors declined sharply (-622%, -524%).
Key stocks with high涨幅 include Haosheng Electronics (+13005%) and Central Market (+6140%), reflecting sector volatility.

Government emphasis on industrial growth, including electric vehicle consumption policies.
Auto industry news: Tesla India factory plans, Apple expanding autonomous driving tests,福特 C-V2X collaboration in Changchun.
Innovation highlights:禾赛科技 maintaining global laser radar leadership, Xiaomi and Ford advancements in EV technology.

Focus on intelligent automotive industry.
Suggested stocks:炬光科技 (买入), 长光华芯 (买入), 永新光学 (买入), 华测导航 (买入), 经纬恒润-W (增持), 隆盛科技 (买入).

Inadequate auto market growth, semiconductor technology constraints, raw material price fluctuations, individual company underperformance, competitive intensification.

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