电子板块推荐点评：自动驾驶步入商业推广期，海内外协同推进

Investment Rating - The report assigns an "Overweight" rating for the electronic components industry, consistent with the previous rating [1]. Core Insights - The report highlights that autonomous driving is entering a commercial promotion phase, with both domestic and international efforts advancing [1]. - Baidu's "Luobo Kuaipao" service has seen a significant increase in order volume, with a total of 6 million orders as of April 19, 2024, and a 25% year-on-year growth in autonomous driving orders for Q1 2024 [3]. - The report anticipates that Tesla will launch its "Robotaxi" on August 8, 2024, further increasing the penetration rate of autonomous driving [2][3]. - The report suggests that the industry trend is clear, and the supply chain is expected to accelerate development, with various policies being introduced to stimulate the growth of autonomous driving [3]. Summary by Sections Investment Highlights - Baidu's "Luobo Kuaipao" has received positive feedback for its quiet, comfortable, and cost-effective service, aiming for breakeven in Wuhan by the end of 2024 and profitability by 2025 [3]. - The sixth-generation autonomous vehicle, priced at approximately 204,600 yuan, has seen a 60% reduction in overall costs compared to the previous generation, which will further promote the commercialization of "Luobo Kuaipao" [3]. - The report recommends focusing on upstream components of the electronic industry, such as sensors and connectors, as well as companies related to Tesla's supply chain, including Electric Connection Technology, Lianchuang Electronics, Dongshan Precision, and Shiyun Circuit [3]. Related Reports - The report references several related studies, including topics on semiconductor mergers and acquisitions, the recovery of industry prosperity, and the impact of Apple's AI initiatives on mobile manufacturers' profitability [4].