计算机行业周报：“车路云”政策利好频现，Robotaxi商业化加速

Investment Rating - The industry investment rating is maintained at "Overweight" [5] Core Viewpoints - The "Car-Cloud Integration" policy is gaining momentum, which is expected to accelerate the commercialization of Robotaxi services. Companies in the intelligent driving sector are likely to benefit from this trend [5][4] - Baidu's Robotaxi service "LuoBo Kuaipao" has seen a significant increase in orders, with daily peak orders exceeding 20 per vehicle in Wuhan. The cumulative service volume has surpassed 6 million, with a 25% year-on-year growth in the first quarter [3][4] - The Chinese intelligent connected vehicle market is projected to exceed 5 trillion yuan by 2030, with the "Car-Cloud Integration" related market expected to surpass 14 trillion yuan [4] Summary by Sections Market Review - During the week of July 8-12, the Shanghai Composite Index rose by 0.72%, while the computer sector index increased by only 0.09%, underperforming the broader market indices [2] Weekly Insights - The Robotaxi sector is experiencing rapid growth, with multiple companies, including Baidu and Xiaoma Zhixing, expanding their operations in major cities. Tesla is also planning to launch its Robotaxi service in China by October 2024 [3][4] Investment Recommendations - The report suggests focusing on companies such as Baidu Group, Zhongke Chuangda, Desay SV, Jingwei Hengrun, Qianfang Technology, Wanjie Technology, and Jinli Technology, as they are expected to benefit from the favorable policies and the growth of the Robotaxi market [5]