中信证券：智驾行业还有两个重要事项值得投资人高度关注

Group 1 - The core viewpoint of the article emphasizes two significant matters in the intelligent driving industry that investors should closely monitor: regulatory changes and the commercialization of L4 autonomous driving [1] Group 2 - Regulatory changes include the new L2 intelligent driving strong standard set to be implemented on January 1, 2027, which is expected to favor hardware with strong safety attributes and leading players in the intelligent driving sector, accelerating industry concentration [1] - The commercialization of L4 autonomous driving is progressing rapidly, following a sequence of first closing off areas, then transitioning from cargo to passenger transport. The industry anticipates significant commercialization growth for Robotaxi, Robovan, and mining autonomous driving by 2026 [1]