Zhi Tong Cai Jing·2026-02-13 02:18Core Viewpoint - The smart driving concept stocks have seen a rise in early trading, driven by the release of new national standards and reports on the development of intelligent connected vehicles in China [1] Group 1: Stock Performance - Zhejiang Shibao (002703) increased by 6.32%, reaching 5.89 HKD [1] - Nexperia (01316) rose by 6.21%, trading at 7.7 HKD [1] - Youjia Innovation (02431) saw a 2.6% increase, priced at 13.79 HKD [1] - Minth Group (00425) gained 1.56%, with a share price of 43 HKD [1] Group 2: Regulatory Developments - On February 13, the Ministry of Industry and Information Technology publicly solicited opinions on five mandatory national standards, including "Safety Requirements for Autonomous Driving Systems" [1] - The Shanghai Intelligent Connected Vehicle Testing and Demonstration Promotion Working Group recently released the "Shanghai Intelligent Connected Vehicle Development Report (2025)" [1] Group 3: Industry Insights - As of the end of last year, Shanghai had opened a total of 3,173 test roads, covering 5,238.82 kilometers for autonomous driving [1] - According to Xinda Securities (601059), the regulatory environment for intelligent connected vehicles in China is becoming increasingly standardized, with domestic brands accelerating the development of smart driving technology [1] - The penetration rate of smart driving technology is continuously increasing, with the Robo-X project being implemented [1] - The market size for Robotaxi is expected to reach 270 billion RMB by 2030, while the incremental output value of China's unmanned logistics vehicle industry is projected to rise to 594.8 billion RMB by 2030 [1]