以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月19日汽车零部件板块较上一交易日上涨1.68%，豪恩汽电领涨。当日上证指数报收 于3890.45，上涨0.36%。深证成指报收于13140.22，上涨0.66%。汽车零部件板块个股涨跌见下表： 从资金流向上来看，当日汽车零部件板块主力资金净流入30.62亿元，游资资金净流出15.97亿元，散户 资金净流出14.65亿元。汽车零部件板块个股资金流向见下表： ...

Core Viewpoint - The market experienced a rebound with the Shanghai Composite Index rising by 0.36%, the Shenzhen Component Index increasing by 0.66%, and the ChiNext Index up by 0.49%. The trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion, an increase of 704 billion compared to the previous trading day. [1] Market Performance - The market saw rapid rotation of hotspots, with nearly 4,500 stocks rising, although some high-position stocks like Dongbai Group and Pingtan Development faced significant declines towards the end of the trading session. [1] - The Hainan sector surged in the afternoon, with stocks like Hainan Haiyao and Hainan Qiche Group hitting the daily limit. [1][2] - The consumer sector remained strong throughout the day, particularly in retail and dairy, with stocks such as Shanghai Jiubai and Zhuangyuan Pastoral reaching the daily limit. [1][2] Sector Analysis - The Hainan sector is benefiting from the implementation of the Hainan Free Trade Port's full island closure operation, which is expected to attract new industries and increase consumer traffic, providing growth opportunities for businesses in the region. [2] - The consumer sector is supported by recent national policies aimed at expanding domestic demand, which are expected to accelerate the transformation and upgrading of the retail industry. [2] - The smart driving concept stocks saw renewed strength, with companies like Zhejiang Shibao and Luchang Technology hitting the daily limit, following the announcement of the first batch of L3-level conditional autonomous driving vehicle permits by the Ministry of Industry and Information Technology. [3][6] Individual Stock Performance - Over 4,400 stocks closed in the green, with nearly 100 stocks rising over 9%. The consumer sector continued its strong performance, with multiple stocks achieving consecutive limit-ups. [5] - The commercial aerospace sector remained active, with stocks like Xibu Materials and Shenjian Co. also hitting the daily limit, although some popular stocks faced adjustments. [5] Future Market Outlook - The market is expected to face a new round of directional choices, with the Shanghai Composite Index showing relative strength. The focus will be on whether it can maintain its position above the 30-day moving average. [7][8] - Structural opportunities are anticipated, emphasizing the importance of capturing the rotation rhythm among popular themes. [8]

Core Viewpoint - The A-share market experienced a collective rebound on December 19, with strong performance in smart driving and vehicle-road-cloud concepts, leading to significant increases in related ETFs and stocks [1]. Group 1: Market Performance - The three major A-share indices rebounded collectively, with notable gains in smart driving and vehicle-road-cloud sectors [1]. - As of 13:32, the Hong Kong Stock Connect Automotive ETF (159323) rose by 2.75%, the Smart Vehicle ETF (159888) increased by 1.9%, and the Automotive Parts ETF (562700) gained 1.87% [1]. - Related concept stocks such as Zhejiang Shibao and Suoling Co. hit the daily limit, with Haon Automotive rising over 14%, Jingwei Hengrun-W increasing over 12%, and Yunyi Electric rising over 10% [1]. Group 2: Regulatory Developments - On December 15, the Ministry of Industry and Information Technology announced the first batch of L3-level conditional autonomous driving vehicle permits in China, marking a significant step from testing to commercial application [1]. - According to Xinda Securities, regulations are gradually improving, and L3 and advanced intelligent driving are progressively being implemented [1]. - The domestic regulatory environment for smart connected vehicles is becoming more standardized, while independent brands are accelerating the development of intelligent driving technology, leading to an increase in industry penetration rates [1].

Group 1 - The automotive industry chain is experiencing growth, with significant increases in automotive parts, services, dismantling, and autonomous driving sectors [1] - The Ministry of Industry and Information Technology has officially announced the first batch of L3 conditional autonomous driving vehicle permits in China, marking a key step towards commercial application [1] - The two approved models are the Changan SC7000AAARBEV electric sedan and the Arcfox BJ7001A61NBEV electric sedan, which will undergo road trials in designated areas of Beijing and Chongqing [1] Group 2 - Ping An Securities predicts that the commercialization of intelligent driving is expected to accelerate by 2026, with the approval of L3 models indicating progress in technology and policy [2] - Dongxing Securities states that the automotive intelligence has transitioned from quantitative to qualitative changes, with 2026 being a pivotal year for the shift from L2 to L3 intelligent driving [2] - The development of intelligent chassis systems is highlighted as a key area for ensuring the reliability of high-level autonomous driving, with the potential for large-scale component companies to emerge in China [2]

今天上午10:05左右，A股三大指数突然集体拉升。 地产链、创新药、大金融等板块明显拉升，大金融中，证券、多元金融等板块更是直线拉升。值得一提的是，这些板块都属于利率敏感型行业。 分析人士表示，美国11月非农部门就业人数、美国11月消费者价格指数（CPI）等数据相继公布，日本央行今天上午宣布将目标利率提高25个基点至 0.75%，符合市场预期。随着一系列"靴子"落地，A股短期面临的外部不确定性消散，市场关注点开始转向A股自身内部。 上午收盘，上证指数上涨0.59%，深证成指上涨0.93%，创业板指上涨0.99%。全市场逾4600股上涨，半日成交1.1万亿元。 盘面上，大消费板块持续拉升，零售、乳业方向领涨，中央商场（600280）、上海九百（600838）、庄园牧场（002910）等多股涨停。此外，汽车产业 链、可控核聚变板块表现强势。 汽车产业链走强 今天上午，汽车产业链走强，汽车零部件、汽车服务、汽车拆解、无人驾驶等板块上涨。豪恩汽电（301488）、航天智造（300446）、正强股份 （301119）等个股大涨。 | 威帝股份 | 5.80 | 10.06% | 32.4亿 | | --- | --- ...

MACD金叉信号形成，这些股涨势不错！ 交银国际指出，辅助驾驶功能已逐渐成为中国消费者购车决策的重要考量因素，部分车企已具备L3级 智驾方案和L3级车型量产能力。L3级自动驾驶法规的正式落地将成为2026年行业发展的关键催化剂， 值得重点跟踪。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301488 | 豪恩汽电 | | 20.00 | 156亿 | 208.24 | | 920092 | 汉鑫科技 | 1 | 19.50 | 29.33 乙 | 35.16 | | 300446 | 航天智造 | 1 | 16.48 | 222亿 | 61.94 | | 300304 | 云意电气 | - | 13.01 | 104亿 | 49.17 | | 688326 | 经年恒润-1 1 | | 12.19 | 132亿 | 31.00 | | 300552 | 万集科技 | 1 | 10.14 | 66.90亿 | -8.62 | | 002204 | 大连重工 | 1 | 10.04 | 152亿 | ...

消息面上，日前，我国首批L3级有条件自动驾驶车型准入许可正式公布，分别为长安牌 SC7000AAARBEV型纯电动轿车和极狐牌BJ7001A61NBEV型纯电动轿车。根据《汽车驾驶自动化分 级》国家标准，L3级自动驾驶属于"有条件自动驾驶"，即在特定设计运行条件下，车辆系统可以完全接 管动态驾驶任务，允许驾驶员脱手，但驾驶员仍需保持警觉并随时准备接管。 交银国际指出，辅助驾驶功能已逐渐成为中国消费者购车决策的重要考量因素，部分车企已具备L3级 智驾方案和L3级车型量产能力。L3级自动驾驶法规的正式落地将成为2026年行业发展的关键催化剂， 值得重点跟踪。 格隆汇12月19日｜A股市场无人驾驶概念股继续活跃，其中，豪恩汽电20CM涨停，汉鑫科技涨超 19%，航天智造涨超16%，云意电气涨超13%，经纬恒润涨超12%，万集科技涨超10%，大连重工、路 畅科技、浙江世宝、索菱股份10CM涨停，威帝股份逼近涨停，金溢科技、均胜电子、万马科技涨超 8%，德赛西威、民德电子、云星宇涨超7%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | - ...

Core Viewpoint - The autonomous driving sector is experiencing significant activity, driven by the recent approval of L3-level autonomous vehicle licenses, which marks a transition from technology development to commercial application [1][3]. Group 1: Market Performance - The autonomous driving sector saw active trading, with notable stock performances including: - Haoen Automotive Electronics (涨停, 20% increase) - Yunyi Electric (涨超12%) - Junsheng Electronics (涨10.02%) - Zhejiang Seabow (涨9.99%) - Luchang Technology (涨9.99%) [1][2]. Group 2: Policy and Industry Developments - The Ministry of Industry and Information Technology recently issued the first batch of L3-level conditional autonomous vehicle licenses, with Changan Automobile and BAIC Jihe being the first approved companies. Their vehicles will conduct pilot tests in designated congested and highway areas [3]. - The listing of Xidi Zhijia on the Hong Kong Stock Exchange marks it as the first publicly traded company in the commercial vehicle autonomous driving sector, focusing on smart mining and logistics [3]. Group 3: Impacted Sectors - L3-level autonomous vehicle manufacturers are expected to benefit from commercial opportunities, enhancing product competitiveness and market share as pilot operation data accumulates [4]. - The commercial vehicle intelligent driving solutions sector is poised for growth due to urgent demand in mining and logistics, supported by policy and leading company listings [4]. - The demand for high-precision sensors and core components will increase with the mass production of L3-level vehicles, benefiting upstream suppliers of lidar, cameras, and radar systems [4].

上证报中国证券网讯 12月18日，智能驾驶概念表现活跃，截至9时55分，浙江世宝3连板，威帝股份、 兴民智通涨停，豪恩汽电、智莱科技、多伦科技等跟涨。 来源：上海证券报·中国证券网 ...

北汽蓝谷、浙江世宝竞价涨停，云意电气、万集科技、莱赛激光高开超10%，索菱股份、经纬恒润、豪 恩汽电、中海达、锦江在线等涨幅靠前。 (本文来自第一财经) ...