Tesla(US:TSLA) Zhong Guo Neng Yuan Wang·2025-09-22 02:40Core Insights - The auxiliary driving sector is experiencing accelerated growth, driven by the release of mandatory national standards for intelligent connected vehicles, which is expected to promote industry standardization and development [2] - Nvidia has announced the incubation of a Robotaxi project with an expected investment of $3 billion, indicating a competitive and positive development in the industry [2] - The humanoid robot sector is also seeing increased demand, with Tesla reportedly having a significant number of potential orders and upcoming mass production meetings benefiting the supply chain [2] Industry Developments - The Ministry of Industry and Information Technology has released a public consultation on the "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems," aimed at ensuring safety capabilities in high-risk scenarios [1][2] - Nvidia's Robotaxi project is a new initiative expected to launch in the U.S., marking a significant investment in the autonomous driving space [2] - Figure has completed a Series C funding round, raising over $1 billion and achieving a valuation of $39 billion, which will support the expansion of its AI platforms and humanoid robot development [3] Investment Recommendations - The ROBO+ sector, encompassing advanced driving and humanoid robots, is identified as a major trend reshaping the automotive industry, with significant growth expected in high-level autonomous driving and Robotaxi markets [5] - Key areas for investment include high-performance chips, lidar, optical components, and sensor cleaning systems, with specific companies recommended for each segment [5] - The second half of 2025 is expected to see a focus on new technology iterations and component supply chain dynamics, particularly in the humanoid robot sector [5] Recent Industry Events - The mandatory national standard for intelligent connected vehicle driving assistance systems is now open for public consultation [6] - Nvidia's Robotaxi project has been announced, alongside strategic investments in the Robotaxi sector by companies like Alibaba [6] - Various technological advancements and product launches have been reported, including the release of new AI components and energy management products by companies like Junsheng Electronics [6]