先进制造行业周报：高阶智驾渗透率提升，FSD版本更新有望推动端到端加速

Investment Rating - The industry investment rating is "Overweight" [3] Core Viewpoints - The report highlights the increasing penetration of advanced driving assistance systems (ADAS) and the potential acceleration of end-to-end technology updates driven by the latest Full Self-Driving (FSD) version from Tesla [3][9] - The report emphasizes the growth in the installation of cameras in new vehicles, with a total of 64.213 million cameras installed in the first three quarters of the year, representing a year-on-year increase of 22.6% [5] - The report suggests a focus on key sectors such as photovoltaic equipment, energy storage, and humanoid robots, with specific recommendations for leading companies in these areas [5][18] Summary by Sections Advanced Driving Assistance Systems - The report notes that the front-view camera installation penetration rate has increased from 10.6% to 23.8%, with L2.9 penetration remaining at 9.2% [5] - The latest FSD version from Tesla includes new features such as parking initiation and automatic gear shifting, which may catalyze competition in end-to-end intelligent driving [9][13] Key Recommended Companies - The report recommends companies such as Beite Technology, Zucheng Co., Sanhua Intelligent Control, and others as key investment opportunities in the advanced manufacturing sector [5] - It also highlights the importance of companies involved in the development of intelligent cockpit systems and automated driving toolchains [5] Industry Trends - The report identifies several key trends, including the acceleration of N-type penetration in photovoltaic equipment, the growth of humanoid robots with a projected demand of approximately 2 million units by 2030, and the increasing importance of energy storage in new energy grids [5][18] - The semiconductor equipment market is expected to reach $140 billion by 2030, with a focus on domestic alternatives and platform companies [20]