The M9 will be released tomorrow; Guo Ming said that Vision Pro will be released at the end of January at the earliest, and a preview of tomorrow’s theme.

① The M9 will be released tomorrow, and Huawei’s automobile industry chain will receive institutional attention.

AITO’s M9 new car will be released on December 26th. According to the previous report of the Shanghai Stock Exchange, the relevant person of Cyrus revealed that this large-scale new energy SUV jointly designed by Cyrus and Huawei has already harvested 33,000 vehicles before it went on the market.

Guosheng Securities said that the success of the series is expected to continue. Continue to be optimistic about Huawei’s smart car industry chain. In the environment of intensified competition in the whole machine factory, Huawei’s cooperative ecology is expected to enhance product strength, and companies related to the industrial chain are expected to rely on ecological advantages to benefit from the domestic smart car development dividend.

② Guo Ming said that Vision Pro will be released at the end of January at the earliest, and the organization is optimistic about the leading role of Apple Head Display products in the industry.

On December 25th, Guo Ming, an analyst at Tianfeng International, said that Vision Pro has been mass-produced and is expected to start mass shipment in the first week of January 2024. According to the current mass shipment schedule, it is most likely that Apple will release Vision Pro in late January or early February.

Citic Securities said that the release of Apple’s first head-mounted display product is an important node in the extension of its core strategy from office terminals and mobile computing to spatial computing. The original products have outstanding innovations in hardware such as chips, displays and interactions, and it is expected that the B-side +C-side will be promoted at the same time on the application side, breaking through the application limitations of traditional VR products. In the medium and long term, we continue to be optimistic about the iteration of Apple’s head-mounted display products and its leading role in the VR/AR industry. It is recommended to pay attention to the investment opportunities of core components and equipment in the industrial chain.

3 Xiaomi Automobile Technology Conference will be held soon. The organization said that Xiaomi has a competitive advantage in many fields.

December 25th is the 1000 days when Xiaomi officially announced to build a car. Lei Jun, founder of Xiaomi Group, announced that the Xiaomi Automobile Technology Conference will be held on December 28th. It is mentioned that the development trend of intelligent electric vehicles is the integration of automobile industry, consumer electronics industry and intelligent ecology, and Xiaomi Automobile will completely redefine the technology stack of automobile industry, which will be a major leap in the technical field of automobile industry.

Orient securities predicted that Xiaomi will have certain competitive advantages in brand, ecology, intelligent driving layout, sales channels and other fields. From the perspective of investment strategy, with Xiaomi brand drainage, Xiaomi’s strong channel foundation and the strategy of "people-car-home ecology", the sales of Xiaomi-related models are worth looking forward to; If Xiaomi automobile continues to increase in volume, companies related to the industrial chain are expected to benefit and their profitability is expected to improve.