港股智能驾驶概念股盘初走强，小马智行-W(02026.HK)涨超6%， 浙江世宝(01057.HK)、禾赛- W(02525.HK)、小鹏汽车(09868.HK)、佑驾创新(02431.HK)等个股跟涨。消息面上，重庆发布国内首块 L3级自动驾驶专用正式号牌。 ...

Market Performance - The three major indices strengthened, with the Shanghai Composite Index rising by 0.69%, the Shenzhen Component Index increasing by 1.47%, and the ChiNext Index up by 2.23% [2] - Over 2,800 stocks in the two markets were in the green, with a total trading volume reaching approximately 1.86 trillion yuan [2] Precious Metals Sector - The precious metals sector rebounded, with Hunan Silver (002716.SZ) and Xiaocheng Technology (300139.SZ) rising over 7%, while Western Gold (601069.SH) and Shandong Gold (600547.SH) saw significant gains [3] - According to a report by GF Securities, the long-term bullish logic for gold remains intact despite potential short-term fluctuations, supported by factors such as the restructuring of the global monetary credit system, accelerated de-dollarization, and continuous central bank purchases of gold [3] Hainan Sector - The Hainan sector experienced a surge, with Kangzhi Pharmaceutical (300086.SZ) and Shennong Seed Industry (300189.SZ) increasing by 20%, and China Duty Free Group (601888.SH), Hainan Airport (600515.SH), and Hainan Highway (000886.SZ) rising by 10% [3] - The official launch of the Hainan Free Trade Port's full island closure on December 18 led to significant sales, with Sanya's duty-free sales reaching 118 million yuan on the first day, and a 60% year-on-year increase in customer traffic [3] Computing Hardware Sector - The computing hardware sector was active, with semiconductor and communication concepts leading the gains; Kaige Precision Machinery (301338.SZ) rose over 17%, and Changxin Bochuang (300548.SZ) increased by over 12% [4] - Domestic computing chain companies are rapidly advancing their listings, with several companies like Moer Thread and Muxi Co. progressing in their IPO processes [4] - Moer Thread announced a new GPU architecture called "Huagang," which boasts a 50% increase in computing density and a tenfold improvement in energy efficiency [4] Intelligent Driving Sector - The intelligent driving sector saw significant activity, with Zhejiang Shibao (002703.SZ), Laisai Laser (920363.BJ), and others experiencing substantial gains [5] - The release of conditional access permits for the first batch of L3-level autonomous driving vehicles marks a critical step towards commercial application in China [5] - The pharmaceutical commercial and film industry sectors faced declines, with companies like Bona Film Group (001330.SZ) and Huaren Health (301408.SZ) seeing notable drops [5]

Core Insights - The announcement of the first batch of L3-level conditional autonomous driving vehicle permits by the Ministry of Industry and Information Technology (MIIT) marks a significant step towards the commercialization of L3 autonomous driving in China [1][5] - The intelligent driving sector is experiencing a surge in interest, with companies like Zhejiang Shibao, Hongmeng Zhixing, Xiaopeng, and BYD announcing advancements in L3 autonomous driving technology [1][6] - The year 2025 is characterized as the "Year of High-Level Intelligent Driving," with a shift from marketing hype to stringent regulations in the industry [2][3] Industry Developments - The penetration rate of L2-level assisted driving vehicles reached 64% in the first three quarters of 2025, up from 48% in 2024, indicating a rapid adoption of advanced driving assistance systems [2] - Following incidents like the Xiaomi SU7 accident, the industry is facing increased scrutiny and regulatory measures to ensure safety and prevent misleading marketing practices [2][3] - The MIIT has mandated that companies must not exaggerate their autonomous driving capabilities and must not use consumers as test subjects [3] Regulatory Changes - A new stringent standard for L2 autonomous driving, expected to be implemented by 2027, will raise the bar for safety and operational requirements, potentially leading to a consolidation in the industry [4] - The L3 commercial pilot program is seen as a transition from technology validation to mass application, with significant implications for the future of intelligent driving [5][6] Market Outlook - The intelligent driving market is projected to see a further increase in L2 penetration to 70% by 2026, with L3 and above expected to reach a 10% penetration rate by 2030 [6] - The transition to L3 autonomous driving is complex, requiring a multi-sensor approach for safety, including the use of LiDAR and radar systems [7] - Challenges remain in the implementation of L3 systems, including liability issues, regulatory pressures, and the need for comprehensive insurance solutions [7]

在政策红利的推动下，新能源车产业链的技术创新也在加速推进。锂电池技术不断突破，固态电池量产在即，复合集流体技术快速普及，这些技术突破不 仅提升了新能源车的续航里程和安全性，还降低了生产成本，让新能源车的竞争力越来越强。 华为智能汽车解决方案 BU CEO靳玉志表示，2025年汽车智能化已迎来规模化爆发临界点，L2级组合辅助驾驶在20万元以上新能源车型中基本成为标配， 正快速向20万元以下市场渗透；L3有条件自动驾驶也已开启试点，据预测2030年智能汽车市场规模有望突破5万亿元。 信达证券（601059）研究报告指出，当前国内关于智能网联汽车的法规持续完善，行业发展环境逐步规范化。同时自主品牌加快智驾技术研发，行业智驾 渗透率持续提升，2025年1月份至9月份L2++及以上车型销量达364.3万辆，占比为38.65%，其中自主品牌在L2级及以上辅助驾驶渗透率提升最快。在高阶 自动驾驶层面，Robotaxi2030年市场规模有望达到2700亿元，且无人物流车逐步落地，2030年中国无人驾驶物流车产业产值增量有望升至5948亿元。 随着政策的持续推进，新能源车行业正在从"政策扶持"向"市场成熟"转变。中汽协数据显示 ...

消息面上，12月18日，海南自由贸易港全岛封关运作正式启动。据三亚市商务局统计，封关首日，三亚 全市免税销售额达1.18亿元。其中，三亚国际免税城进店客流超3.6万人次，同比增长逾60%。 智能驾驶概念反复活跃 智能驾驶概念反复活跃，浙江世宝5连板，万集科技涨超10%。 消息面上，长安汽车官方消息称，12月20日，首块L3级自动驾驶专用正式号牌"渝AD0001Z"在重庆诞 生。平安证券称，智能驾驶的商业化进程有望在2026年加速。此次L3车型的准入获批意味着智驾在技 术、政策端的进步，为后续智驾的商业化进程奠定基础。 CPO概念拉升 12月22日，A股三大股指高开高走，截止午盘，沪指涨0.64%报3915.2点，深成指涨1.36%报13318.8点， 创业板指涨1.8%报3178.51点，盘中一度涨幅超2%，科创50指数涨1.95%报1334.12点，沪深两市半日成 交额1.19万亿，全市场近3500只个股上涨。 盘面热点快速轮动，海南自贸概念集体爆发，海汽集团、海南瑞泽等近20股涨停；商业航天概念反复走 强，神剑股份、北斗星通涨停；贵金属板块涨幅居前，晓程科技涨超8%；算力硬件概念表现活跃，"易 中天"光模 ...

东方证券认为，在法规政策支持、市场需求提升的驱动下，预计2026年L3级自动驾驶产业化进展有望 持续加速，相关智驾硬件及软件供应商有望受益。长城证券表示，海内外龙头厂商持续在智驾方面取得 突破行业进入高速发展期。伴随高阶智驾逐步下探至10-20万车型，智驾平权亦将逐步实现，该行持续 看好智能驾驶产业链投资机会。 本文源自：智通财经网 智通财经获悉，智驾概念股早盘走高，截至发稿，浙江世宝(01057)涨10.02%，报5.6港元；小马智行- W(02026)涨8.26%，报124.6港元；佑驾创新(02431)涨6.25%，报15.63港元；禾赛-W(02525)涨4%，报 182.1港元。 消息面上，近期，海内外智能驾驶领域均迎来重大突破。12月15日，工信部正式公布首批L3级有条件 自动驾驶车型准入许可，首批获准车型为长安深蓝SL03和北汽极狐阿尔法S6，随后比亚迪、鸿蒙智行 等多家品牌也宣布获得L3级自动驾驶路测牌照并启动内测。值得关注的是，12月20日，首块L3级自动 驾驶专用正式号牌"渝AD0001Z"在重庆诞生，标志着长安汽车开启L3级自动驾驶时代。海外方面，马 斯克此前表示特斯拉正式在奥斯汀启动全 ...

据天眼查APP显示，浙江世宝股份有限公司成立于1993年06月02日，注册资本82263.2384万人民币。 （数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.19 | 9.99 | 15.81 | 18743.59 | | 2025.12.18 | 10.02 | 30.81 | 11457.27 | | 2025.12.17 | 10.04 | 25.67 | 7636.34 | | 2025.12.16 | 10.04 | 2.97 | 17546.56 | | 2025.12.15 | -1.65 | 1.76 | -1970.38 | | 2025.12.12 | 0.33 | 1.23 | -1050.93 | | 2025.12.11 | -1.30 | 1.47 | -980.05 | | 2025.12.10 | 0.82 | 1.34 | 130.90 | | 2025.12.09 | -1.38 | 1.62 | -1785.77 | | 2025.12.08 ...

智驾概念股早盘走高，截至发稿，浙江世宝上涨10.02%，报5.6港元；小马智行-W上涨8.26%，报124.6 港元；佑驾创新上涨6.25%，报15.63港元；禾赛-W上涨4%，报182.1港元。 ...

12月22日盘中，浙江世宝A股再度涨停走出5连板，5天累计涨幅达61.17%。港股方面，截至发稿，该股 大涨超9%。 编辑 ｜钉钉 智能驾驶板块的其他个股同样继续活跃，亚太股份、北斗星通涨停，经纬恒润涨超9%，万马科技涨超 8%。 | < 日 | 智能驾驶(931783) 1451.71 38.48 +2.72% | | | Q | | --- | --- | --- | --- | --- | | | | | | Ky | | 资料 | 成分 资讯 相关基金 | | | 月度收益 | | 名称 | | 现价 | 涨跌幅 ◆ | lil | | 亚太股份 | | 15.05 | 10.01% | 0.00% | | 002284.SZ | | | | | | 浙江世宗 | | 19.26 | 9.99% | 0.00% | | 002703.SZ | | | | | | 哪些方 | | 36.43 | 9.99% | 0.00% | | 002151.SZ | | | | | | 经纬恒润-W | | 121.03 | 9.49% | 0.82% | | 688326.SH | | | | | | 万马科技 ...

（文章来源：每日经济新闻） 中金公司研报表示，2025年，智驾平权带来了智驾标配车型供给的丰富及消费者认知的提升，智驾标配 有望成为未来消费者购车的重要决策因素之一，从而进一步推动解决方案及智能硬件（传感器、控制器 等）的渗透率持续提升。中金公司判断，2026年或为L3量产启动元年，同时分场景L4有望伴随盈利性 释放，迎来"从0到1"的拐点式突破。 12月22日，A股三大指数集体上涨，智能驾驶板块再度走强，汽车相关ETF涨幅靠前，截止9点37分，智 能车ETF（159888）涨幅2.28%，新能源车ETF（515030）涨幅1.71%，汽车零部件ETF（562700）涨幅 1.34%，港股通汽车ETF（159323）涨幅1.1%，智能驾驶概念股浙江世宝再度涨停，收获5连板，亚太股 份、北斗星通等均涨停，万集科技涨超15%，万马科技、银轮股份、伯特利、四维图新等股跟涨。 消息层面，近日，工业和信息化部许可两款L3级自动驾驶车型产品。此外，有消息称，小鹏汽车已在 广州市获得L3级自动驾驶道路测试牌照，并启动常态化的L3道路测试。比亚迪已在深圳开启面向量产 的L3级自动驾驶全面内测，目前已完成超过15万公里的L3级 ...