先进制造行业周报：汽车座舱智能化加速，舱泊一体平台产品逐步量产上车

Investment Rating - The industry investment rating is "Overweight" [3] Core Viewpoints - The automotive cockpit is entering an era of intelligence, with functional configurations becoming key factors for consumers when purchasing vehicles. As of January to August 2024, over 80% of passenger car terminal sales include features such as screens, voice interaction, and vehicle networking, nearing standard configuration. The penetration rate of fully digital instrument panels and OTA has also reached over 70%, while HUD and cockpit domain controllers are at lower penetration rates but showing significant growth [4][10] - The integration of cockpit and parking domain control will lead to more functions being integrated, resulting in sensor reuse, cost reduction, and improved product integration. In the short to medium term, the "one box" solution is expected to dominate the market [4] - A deep cooperation agreement was signed between GAC Group and Huawei on November 30, 2024, marking a new model of collaboration in smart vehicle development, leveraging both companies' strengths in hardware and software [10] Summary by Relevant Sections Key Recommended Stocks - Recommended stocks include Beite Technology, Zuwai Co., Sanhua Intelligent Control, Shuanglin Co., Mingzhi Electric, Lais Information, Narui Radar, Wanjitech, Wanma Technology, and Mutong Power [4] Core Stock Portfolio - The core stock portfolio consists of Beite Technology, Zuwai Co., Sanhua Intelligent Control, Shuanglin Co., Mingzhi Electric, Wuzhou Xinchun, Lais Information, Narui Radar, CITIC Haizhi, Ruantong Power, Hangjin Technology, Huawu Co., Wanjitech, Wanma Technology, Lvdihuihe, and Estun [4] Industry Focus Areas - Key areas to track include humanoid robots, photovoltaic equipment, energy storage, semiconductor equipment, automation, and hydrogen energy. The global demand for humanoid robots is expected to reach approximately 2 million units by 2030. The penetration rate of N-type photovoltaic equipment is accelerating, and the competitiveness of leading companies is strengthening. Energy storage is essential for building new power grids, with favorable policies boosting industry growth. The semiconductor equipment market is projected to reach $140 billion by 2030, with increasing domestic market share but low localization rates. Automation is expected to grow significantly, with the market size projected to reach 55.7 billion yuan by 2026. Hydrogen energy aligns with carbon neutrality goals, with rapid development in photovoltaic and wind energy laying the foundation for hydrogen production [4][12][13]