Core Viewpoint - The smart driving concept stocks have risen significantly following the announcement of a new national standard for intelligent connected vehicle auxiliary systems, indicating a positive outlook for the automotive smart technology sector [1] Group 1: Stock Performance - Stocks of several companies in the smart driving sector have seen notable increases: - Hezhima (000716) up 9.04% to HKD 20.86 - Horizon Robotics-W (09660) up 7.18% to HKD 11.19 - Suton Juchuang (02498) up 6.33% to HKD 45.26 - Youjia Innovation (02431) up 5.9% to 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 "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems" - Data shows that the installation rate of Level 2 combination driving assistance technology in new energy vehicles has exceeded 50%, with expectations for continued growth in installation rates [1] Group 3: Industry Insights - A representative from the Ministry of Industry and Information Technology stated that this standard fills a safety baseline gap for combination driving assistance systems in China, providing critical technical support for industry access, quality supervision, and post-event traceability - This development is expected to enhance overall product safety levels in the industry [1] Group 4: Investment Recommendations - CITIC Securities suggests that the automotive smart technology supply chain is likely to benefit from the gradual improvement of industry regulations, recommending investment in: 1) Leading manufacturers in smart driving research and development 2) Leading suppliers of laser radar 3) Leading companies in intelligent connected vehicle testing and simulation services 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 advanced smart driving technology, policy regulations, user acceptance, and business models, advising a focus on automotive intelligence [1]
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