Group 1 - Several intelligent driving concept stocks have risen, with Minth Group (00425) up 12.95% to HKD 38.56, Baidu Carlink (02889) up 7.26% to HKD 245.4, Nexperia (01316) up 4.39% to HKD 7.37, and Delta Electronics (00179) up 3.88% to HKD 30.54 [1] - On January 7, three departments jointly issued the "Shanghai High-Level Autonomous Driving Leading Area 'Mosu Zhixing' Action Plan," aiming to accelerate the transformation of intelligent connected technology innovation into industrial competitiveness, which is expected to promote the commercialization of high-level autonomous driving in Shanghai from demonstration to scale [1] - The Guangdong Provincial Government has issued several policy measures to empower high-quality development of transportation through artificial intelligence [1] Group 2 - Ping An Securities believes that the application of autonomous driving technology is moving towards mass production, although the current operating conditions for approved L3 models still have many restrictions [1] - The approval of L3 model access indicates progress in technology and policy for intelligent driving, laying the foundation for the subsequent commercialization process of intelligent driving [1] - The commercial closed loop of intelligent driving is expected to accelerate further by 2026 [1]
港股异动 | 部分智驾概念股走高 自动驾驶产业驶入加速赛道 商业闭环有望进一步打通