Investment Rating - The industry investment rating is maintained at "Overweight" [1] Core Insights - The report highlights significant developments in the intelligent driving sector, including partnerships and technological advancements that are expected to enhance market penetration and growth [1] - The report emphasizes the expected increase in the penetration rate of intelligent driving technologies due to the maturation of various software and hardware platforms [1] Summary by Relevant Sections Recent Developments - Four-dimensional Map will supply intelligent front-view control modules based on Horizon chips for certain models of Great Wall Motors starting in Q4 2024 [1] - Horizon's intelligent driving solutions have surpassed 6 million units shipped, with over 270 models equipped and more than 130 models in mass production [1] - Tesla plans to launch its Full Self-Driving (FSD) system in China and Europe in Q1 2025, pending regulatory approval [1] - XPeng has developed a chip specifically for large AI models, named XPeng Turing, aimed at supporting L4 autonomous driving technology [1] Investment Recommendations - The report suggests that the advancements in intelligent driving technologies and partnerships will benefit companies in the related supply chain, including Four-dimensional Map, Desay SV, and Jingwei Hirain [1]
计算机行业事件点评报告：智能驾驶领域消息频出，关注产业进步发展
Jianghai Securities·2024-09-25 00:37