Core Insights - The 2025 World Intelligent Vehicle Conference will be held on July 30-31, highlighting the importance of intelligent vehicles in the automotive industry [1] - Dongwu Securities believes that the essence of automotive intelligence is a revolution in mobility, with 2025 potentially being a pivotal year for the industry [1] - The proliferation of urban NOA (Level 3 intelligent driving experience) is expected to make intelligent features a top three consideration for consumers when purchasing vehicles [1] - The automotive intelligence sector is characterized by a survival of the fittest model, leading to a future where companies will be categorized into three types: B-end Robotaxi operators, C-end personalized brands, and high-end vehicle manufacturers [1] Industry Trends - Longyuan Securities notes that leading automotive manufacturers both domestically and internationally are making breakthroughs in intelligent driving, indicating a period of rapid industry development [1] - The necessity for onboard large models to utilize core hardware components like lidar for information collection is emphasized, suggesting investment opportunities in modules and lidar hardware [1] - End-to-end large models are expected to become mainstream solutions due to their rapid iteration and cost advantages [1] - As advanced intelligent driving technology becomes available in vehicles priced between 100,000 to 200,000 yuan, the democratization of intelligent driving will gradually be realized, maintaining a positive outlook on investment opportunities within the intelligent driving supply chain [1]
机构:汽车智能化本质是一场出行革命