智能网联驾驶月报（2024年9月）：特斯拉Robotaxi发布在即，推荐三条主线

Investment Rating - The industry investment rating is "Buy" [2] Core Viewpoints - The imminent release of Tesla's Robotaxi is expected to catalyze increased investment in smart driving technologies, with historical data indicating that expectations for smart investments and the automotive sector's beta are core variables influencing the smart driving market [8][17] - The automotive sales outlook is anticipated to improve, particularly in Q4 2024, driven by supportive policies for traffic informationization and a recovering macroeconomic environment [8][32] - The report suggests three main investment lines: (1) Robotaxi operators, (2) core components and service suppliers for smart driving, and (3) traffic informationization companies [64] Summary by Sections 1. Anticipated Smart Investments and Automotive Sector Beta - The "old-for-new" policy is expected to boost automotive sales in H2 2024, with various provinces implementing supportive measures [8][12] - Tesla's Robotaxi launch is projected to further accelerate local smart investment rhythms, with significant advancements in autonomous driving technology [17][20] 2. Focus on Traffic Informationization in Q4 2024 - Historical trends show that policy support is a key driver for the traffic informationization sector, with recent policies aimed at digital transformation and infrastructure upgrades [32][35] - The report anticipates a surge in traffic informationization orders starting in Q4 2024, as various supportive policies are set to take effect [63] 3. Investment Recommendations - The report recommends focusing on three main lines: 1. Robotaxi operators such as Baidu and Ruqi Mobility [64][65] 2. Suppliers of core components for smart driving, including Desay SV and others [66] 3. Companies involved in traffic informationization, such as Jinli Technology and Wanji Technology [67]