Core Viewpoint - The smart driving concept stocks have seen significant gains following the announcement of a new national standard for intelligent connected vehicle combination driving assistance systems, indicating a positive outlook for the industry [1] Group 1: Stock Performance - Black Sesame Intelligence (02533) increased by 9.04%, reaching HKD 20.86 [1] - Horizon Robotics-W (09660) rose by 7.18%, reaching HKD 11.19 [1] - Suton Juchuang (02498) climbed by 6.33%, reaching HKD 45.26 [1] - Youjia Innovation (02431) grew by 5.9%, reaching HKD 27.64 [1] Group 2: Regulatory Developments - On September 17, the Ministry of Industry and Information Technology publicly solicited opinions on the mandatory national standard for intelligent connected vehicle combination driving assistance systems [1] - Data indicates that the installation rate of L2-level combination driving assistance technology in new energy vehicles has exceeded 50%, with expectations for continued growth in installation rates [1] - The new standard addresses the safety baseline gap for combination driving assistance systems, providing essential technical support for industry access, quality supervision, and post-event traceability [1] Group 3: Investment Recommendations - CITIC Securities suggests that the automotive intelligentization industry chain is likely to benefit from improving regulatory frameworks, recommending investment in: 1. Leading manufacturers in smart driving research and development [1] 2. Top suppliers of lidar technology [1] 3. Leading companies in intelligent connected vehicle testing and simulation services [1] 4. Other leading suppliers of smart driving components [1] - Aijian Securities anticipates that the current period until next year will be a breakthrough window for the maturity of advanced smart driving technologies, policy regulations, user acceptance, and business models, advising a focus on automotive intelligentization [1]
港股异动 | 智驾概念股走高 L2级辅助驾驶将迎来强制国标 汽车智能化产业链有望受益