汽车行业动态点评：智能网联汽车提速发展，自动驾驶加快商业化落地

Investment Rating - The report maintains an "Outperform" rating for the automotive industry [4]. Core Insights - The development of intelligent connected vehicles is accelerating, with significant government support for the commercialization of autonomous driving [2]. - The "Vehicle-Road-Cloud Integration" project is being implemented, with a pilot period from 2024 to 2026, aiming to enhance vehicle connectivity and support the installation of C-V2X terminals in vehicles [1][2]. - Leading automakers and intelligent component suppliers are expected to benefit from advancements in intelligent driving technologies, particularly those with L3-level capabilities [1]. Summary by Sections Policy Support - Five government departments issued a notice to promote the commercialization of autonomous driving and the development of high-level intelligent driving scenarios [2]. - Local governments and automakers are actively enhancing the infrastructure for intelligent connected vehicles, with new testing roads being established [2]. Market Opportunities - The report highlights specific automakers such as Changan Automobile, BYD, NIO, Xpeng Motors, and SAIC Group as potential beneficiaries due to their advanced intelligent driving capabilities [1]. - Key component suppliers like Jingwei Hirain Technologies, Joyson Electronics, and Baolong Technology are recommended for investment consideration [1].