北交所&新兴成长行业周报：2025款比亚迪汉首搭激光雷达正式上市，LiDAR助力《黑神话：悟空》实现三维重建

Key Insights - The 2025 BYD Han models, featuring advanced LiDAR technology, have been officially launched with prices starting from 165,800 CNY for the DM-i version and 179,800 CNY for the EV version, marking a significant upgrade in aesthetics, driving control, technology, and intelligence [13][15] - The LiDAR technology is also being utilized in the gaming industry, particularly in the game "Black Myth: Wukong," showcasing its capability in high-precision 3D reconstruction, enhancing visual effects and immersion [20][22] Market Overview - From September 9 to September 13, 2024, the A-share market saw the telecommunications, real estate, and computer sectors perform well, with respective gains of +2.11%, -0.50%, and -0.52%. In contrast, the food and beverage, oil and petrochemical, and social services sectors experienced declines of -5.54%, -3.73%, and -3.71% [27] - The North Exchange 50 index had a PE TTM of 27.62X as of September 13, 2024, with a five-day moving average trading amount of 2.261 billion CNY and a trading volume of 242 million shares [35] Industry Highlights - BYD's 2025 Han models are equipped with the DiPilot 300 high-level intelligent driving assistance system, featuring a combination of LiDAR, cameras, ultrasonic radars, and millimeter-wave radars, achieving L2+ level driving assistance [17][19] - The XT series LiDAR products from Hesai Technology are being widely applied in various fields, including autonomous driving, robot navigation, and security monitoring, significantly contributing to the scaling of autonomous driving technology [24][26] Recommended Stocks - The report suggests focusing on the smart automotive industry chain, with specific stock recommendations including Juguang Technology, Changguang Huaxin, Yongxin Optical, Huace Navigation, Jingwei Hengrun, and Longsheng Technology [49][50]