特斯拉大动作，实现“无人交付”！高增长潜力+低PE概念股出炉

Group 1 - Tesla has successfully completed a fully autonomous delivery of a Model Y vehicle from its factory to a customer's home, showcasing advancements in its autonomous driving technology [1] - The delivery involved highway driving without any personnel in the vehicle or remote control, highlighting CEO Elon Musk's commitment to AI and robotics in the company's future [1] - Tesla's stock price fell by 0.66% on the day of the announcement, with a market capitalization of $1.04 trillion, reflecting a 33.76% decline from its historical peak [1] Group 2 - The autonomous driving industry is entering a phase of rapid growth, transitioning from electrification to intelligence, with significant advancements in technology and cost reductions driven by AI [2] - By 2025-2026, the autonomous driving industry is expected to experience a boom, with China's smart connected vehicle market penetration projected to exceed 40% [2] - The market for smart connected new energy vehicles in China is anticipated to surpass 5 trillion yuan by 2030 [2] Group 3 - The A-share market has seen significant investment in autonomous driving stocks, with a total market capitalization exceeding 3.1 trillion yuan as of June 27 [3] - Jianghuai Automobile leads in net financing with 1.893 billion yuan, focusing on L2+ and L3 autonomous driving capabilities, with plans for L4 level operations by May 2024 [3] - BYD and Seres also show strong financing activity, with net inflows of 765 million yuan and 713 million yuan respectively, indicating robust growth in high-level autonomous driving systems [3] Group 4 - As of June 27, there are 27 autonomous driving concept stocks with a rolling price-to-earnings (PE) ratio below 30, indicating potential investment opportunities [6] - Huayu Automotive has the lowest PE ratio at 8.41, while several stocks are projected to have net profit growth exceeding 20% in 2025 and 2026 [6] - The average decline from the year-to-date high for these stocks is 22.54%, with specific companies like Top Group experiencing a significant drop of 38.02% [6][7]