汽车产业链股再度活跃 苏轴股份、明阳科技等大涨

Group 1 - The automotive industry chain stocks experienced significant gains, with companies like Suzhou Axle and Mingyang Technology rising approximately 15%, reaching new highs [1] - Tesla has begun rolling out a software update (version 2024.45.32.12) that enhances its city road Autopilot features, including improvements to the existing NOA navigation driving function and updates to the driving cabin camera and map package [1] - Ping An Securities noted that Tesla's Full Self-Driving (FSD) system relies on a pure vision approach, with self-developed SOC chips achieving high vertical integration, leading to a global advantage in high-level autonomous driving hardware capabilities [1] Group 2 - The recent Tesla software update is expected to accelerate the development pace of China's intelligent driving industry, compelling local automakers to expedite the integration of various intelligent driving solutions [2] - For budget vehicles, the intelligent driving equity strategy set for 2025 aims to address the challenges of developing intelligent driving capabilities from scratch, benefiting key supply chain components like SOC chips and sensors [2] - High-level intelligent driving experiences are advancing from stage 1 to stage 10 for vehicles priced above 200,000 yuan, with companies that have a higher ownership of advanced driving vehicles likely to gain more high-quality training data, reinforcing a competitive landscape where the strong become stronger [2]