【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688002 | 睿创微纳 | 1 | 20.00 | 568亿 | 22.33 | | 688326 | 经纬恒润-V 。 | | 16.70 | 173亿 | 22.61 | | 300044 | ST赛为 | 4 | 12.11 | 51.64亿 | 69.42 | | 920092 | 汉鑫科技 | 中 | 10.72 | 28.54亿 | 22.81 | | 002405 | 四维图新 | - | 9.98 | 266亿 | 24.75 | | 688071 | 华依科技 | 1 | 9.75 | 34.65亿 | 23.18 | | 300516 | 久之洋 | 每 | 9.32 | 138亿 ...

每经AI快讯，港股智驾概念股午后涨幅扩大，截至发稿，浙江世宝(01057.HK)涨12.13%，报6.47港元； 图达通(02665.HK)涨7.46%，报10.8港元；小马智行-W(02026.HK)涨6.5%，报131.6港元；均胜电子 (00699.HK)涨4.56%，报19.02港元；曹操出行(02643.HK)涨3.67%，报34.5港元。 ...

消息面上，据上海证券援引媒体报道称，当地时间1月22日，特斯拉CEO埃隆.马斯克在瑞士达沃斯世界 经济论坛上透露，特斯拉需驾驶员监督的FSD系统预计最快下个月在中国获批，有望与在欧洲获批的时 间接近。不过，特斯拉中国有关负责人就此回应上海证券报记者称，"没有相关消息可以提供"。该负责 人同时表示，特斯拉FSD目前在中国市场推进工作，暂无新进展可以披露。 值得关注的是，马斯克还表示，特斯拉的自动驾驶出租车服务Robotaxi今年有望在美国大规模部 署，"到今年年底，这项服务将在美国范围内非常非常普及"，已经开始在得州奥斯汀提供没有设置车内 安全监督员的Robotaxi服务。东方证券指，预计2026年起L3级自动驾驶将有望迎来商业化落地， Robotaxi、Robovan、Robotruck等L4级Robo-X规模化商用将进一步提速，智能驾驶相关整车及零部件公 司将迎来发展机遇。 智驾概念股午后涨幅扩大，截至发稿，浙江世宝（002703）(01057)涨12.13%，报6.47港元；图达通 (02665)涨7.46%，报10.8港元；小马智行-W(02026)涨6.5%，报131.6港元；均胜电子（600699） ...

智通财经APP获悉，智驾概念股午后涨幅扩大，截至发稿，浙江世宝(01057)涨12.13%，报6.47港元；图 达通(02665)涨7.46%，报10.8港元；小马智行-W(02026)涨6.5%，报131.6港元；均胜电子(00699)涨 4.56%，报19.02港元；曹操出行(02643)涨3.67%，报34.5港元。 值得关注的是，马斯克还表示，特斯拉的自动驾驶出租车服务Robotaxi今年有望在美国大规模部 署，"到今年年底，这项服务将在美国范围内非常非常普及"，已经开始在得州奥斯汀提供没有设置车内 安全监督员的Robotaxi服务。东方证券指，预计2026年起L3级自动驾驶将有望迎来商业化落地， Robotaxi、Robovan、Robotruck等L4级Robo-X规模化商用将进一步提速，智能驾驶相关整车及零部件公 司将迎来发展机遇。 消息面上，据上海证券援引媒体报道称，当地时间1月22日，特斯拉CEO埃隆·马斯克在瑞士达沃斯世界 经济论坛上透露，特斯拉需驾驶员监督的FSD系统预计最快下个月在中国获批，有望与在欧洲获批的时 间接近。不过，特斯拉中国有关负责人就此回应上海证券报记者称，"没有相关消息 ...

Group 1 - Zhejiang Shibao (SZ002703) hit the daily limit down on January 16, 2026, with a price of 23.25 yuan, a decline of 9.99%, and a total market capitalization of 19.126 billion yuan [1] - The company has completed only 18.55% of its intelligent steering system project, with two projects delayed by one year, which may impact future business development and profit expectations [2] - Inventory increased by 5.4% year-on-year, and the inventory turnover rate has decreased, indicating operational management issues [2] Group 2 - The automotive parts sector is significantly affected by industry competition and technological updates, which may impact Zhejiang Shibao's market share and performance if the automotive industry slows down [2] - Market sentiment and funding flows are crucial; recent historical highs in stock prices may lead to profit-taking, putting pressure on stock prices [2] - If the automotive parts concept loses market focus, funds may flow out of the sector, leading to a decline in stock prices [2]

Group 1 - The core viewpoint of the news is that Zhejiang Shibao has shown significant financial performance with a notable increase in revenue and net profit, while also experiencing high levels of financing and margin trading activity [1][2]. Group 2 - As of January 15, Zhejiang Shibao's stock price decreased by 0.62%, with a trading volume of 3.51 billion yuan. The financing buy-in amount was 349 million yuan, while the financing repayment was 350 million yuan, resulting in a net financing outflow of 1.41 million yuan [1]. - The total margin trading balance for Zhejiang Shibao reached 657 million yuan, accounting for 4.20% of its market capitalization, which is above the 90th percentile level over the past year [1]. - On the short selling side, 24,700 shares were repaid on January 15, with no shares sold short, leading to a short selling balance of 33,580 yuan, also exceeding the 90th percentile level over the past year [1]. Group 3 - For the period from January to September 2025, Zhejiang Shibao achieved operating revenue of 2.462 billion yuan, representing a year-on-year growth of 35.44%. The net profit attributable to shareholders was 150 million yuan, reflecting a year-on-year increase of 33.66% [2]. - The company has distributed a total of 209 million yuan in dividends since its A-share listing, with 69.36 million yuan distributed over the past three years [2]. - As of September 30, 2025, the number of shareholders for Zhejiang Shibao was 66,600, a decrease of 15.11% from the previous period [2].

Core Viewpoint - Zhejiang Shibao (002703) saw a significant increase of over 7%, currently trading at 6.24 HKD with a transaction volume of 221 million HKD, driven by the announcement of the "Mosu Zhixing" action plan for advanced autonomous driving in Shanghai [1] Group 1: Policy Developments - The Shanghai Municipal Economic and Information Commission, along with other authorities, released an action plan aimed at accelerating the transformation of autonomous driving technology into industrial competitiveness [1] - The action plan outlines three main areas with nine key tasks, including promoting the application of driverless equipment, enhancing autonomous driving data monitoring platforms, and expanding open areas for autonomous driving [1] Group 2: Industry Progress - Significant advancements in high-level autonomous driving were noted at the end of last year, marking a substantial step towards the commercialization of L3/L4 levels [1] - The Ministry of Industry and Information Technology in China conditionally approved the first batch of L3 level autonomous driving mass production vehicles, while Tesla's Model Y Robotaxi was observed operating unsupervised in Austin, USA [1] - Nvidia recently launched an autonomous driving model platform, indicating ongoing progress in the Robotaxi industry [1] Group 3: Future Outlook - According to Guosen Securities, the combination of policy support, technological advancements, and cost catalysts is expected to lead to a pivotal moment for L4 autonomous driving in 2026 [1]

Core Viewpoint - Zhejiang Shibao (01057) saw a significant increase of over 7%, currently trading at 6.24 HKD with a transaction volume of 221 million HKD, following the release of a new action plan for advanced autonomous driving in Shanghai [1] Group 1: Industry Developments - The Shanghai Municipal Economic and Information Commission, along with other authorities, issued the "Mosu Zhixing" action plan aimed at promoting the innovation of autonomous driving technology and its transformation into industrial competitiveness [1] - The action plan outlines nine key tasks across three main areas, including the orderly promotion of autonomous driving equipment application, the establishment of a data monitoring platform, and the expansion of open areas for autonomous driving [1] - Significant advancements in high-level autonomous driving were noted at the end of last year, with both China and the U.S. making strides towards the commercialization of L3/L4 autonomous vehicles [1] Group 2: Future Projections - The Ministry of Industry and Information Technology in China is set to conditionally approve the first batch of L3 level autonomous vehicles by December 15, 2025, indicating a move towards mass production [1] - In the U.S., Tesla's Model Y Robotaxi has begun operating with unsupervised Full Self-Driving (FSD) capabilities on the streets of Austin [1] - According to Guosen Securities, the combination of policy support, technological advancements, and cost reductions is expected to catalyze the L4 autonomous driving market, with 2026 anticipated to be a pivotal year [1]

Group 1 - The smart driving concept has seen a significant rise, with companies like Suoling Co., Ltd. hitting the daily limit up [1] - Weidi Co., Ltd. and Jinjiang Online also reached the daily limit up, indicating strong market interest [1] - Other companies such as Wanjitech, Zhejiang Sebao, and Luchang Technology experienced notable price increases [1]

Core Viewpoint - The automotive parts sector experienced a slight decline of 0.06% on January 14, with Yueling Co. leading the losses, while the Shanghai Composite Index fell by 0.31% and the Shenzhen Component Index rose by 0.56% [1] Group 1: Market Performance - The automotive parts sector saw a mixed performance among individual stocks, with notable gainers including Aikelan, which rose by 16.04%, and Shanzigaoke, which increased by 10.10% [1] - The sector's overall trading volume was significant, with Aikelan achieving a transaction value of 1.481 billion yuan and Shanzigaoke reaching 12.848 billion yuan [1] Group 2: Capital Flow - The automotive parts sector experienced a net outflow of 2.37 billion yuan from institutional investors, while retail investors saw a net inflow of 2.601 billion yuan [2] - The capital flow data indicates that Shanzigaoke had a substantial net inflow of 2.089 billion yuan from institutional investors, despite a net outflow of 1.118 billion yuan from speculative funds [3]