Core Viewpoint - The autonomous driving industry is experiencing a historic breakthrough, with China poised to become the first country to initiate large-scale trials of Level 3 (L3) autonomous vehicles [1] Group 1: Company Performance - Youjia Innovation (佑驾创新) saw its stock price increase by over 13%, reaching HKD 12.74, with a trading volume of HKD 1.28 billion [1] - The company holds over one-third of the market share in the commercial vehicle Advanced Driver Assistance Systems (ADAS) sector and has successfully expanded into passenger vehicles and joint venture brands [1] Group 2: Technological Advancements - Unlike the linear development model of progressing from Level 2 (L2) to Level 3 (L3) and then to Level 4 (L4), Youjia Innovation has achieved commercial deployment of L4-level unmanned minibuses and unmanned logistics scenarios [1] - The company is utilizing a collaborative paradigm of "L4 technology sinking and L2 data rising" to establish a solid foundation for the comprehensive rollout of L3 technology [1] Group 3: Future Plans - Dongwu Securities reported that Youjia Innovation's iPilot series (L2+ and above) products are entering a harvest phase, while its L4 autonomous driving business (iRobo) has achieved commercial breakthroughs [1] - The company plans to launch a dedicated brand for unmanned logistics, "Xiaozhu Unmanned Vehicle," in September 2025, with a target of delivering 10,000 units by 2026 [1]
港股异动 | 佑驾创新(02431)早盘涨超13% L3大规模落地将至 公司已前瞻布局L2+L4