Investment Rating - The industry investment rating is "Positive" and maintained [6]. Core Insights - The 2025 World Intelligent Connected Vehicle Conference will be held in Beijing from October 16 to 18, focusing on investment opportunities in intelligent driving [2][4]. - The Ministry of Industry and Information Technology aims to accelerate the formulation of standards for combined driving assistance and autonomous driving, promoting deep integration of artificial intelligence and the automotive industry [2][4]. - The intelligent connected vehicle industry in China is experiencing rapid development, with over 60% of new passenger cars sold equipped with combined driving assistance features [8]. - The government has introduced multiple supportive policies for the intelligent driving industry, indicating potential explosive growth during the "14th Five-Year Plan" period [8]. - The "Vehicle-Road-Cloud Integration" application pilot has shown significant results, highlighting China's unique technological path in intelligent vehicles [8]. Summary by Sections Event Description - The conference will showcase achievements in the intelligent connected vehicle sector during the "14th Five-Year Plan" and is expected to accelerate the commercialization of intelligent driving technologies [4][8]. Policy Support - Recent policies from various government departments aim to promote the large-scale application of artificial intelligence in transportation, including the development of intelligent driving systems [8]. Technological Advancements - The pilot program for "Vehicle-Road-Cloud Integration" has demonstrated ten key functional scenarios, showcasing China's advantages in intelligent vehicle technology [8]. Investment Opportunities - Suggested areas for investment include intelligent driving algorithm providers, related hardware suppliers, and Robotaxi operation platforms [2][8].
2025世界智能网联汽车大会在京召开,关注智能驾驶投资机遇
 Changjiang Securities·2025-10-19 13:03