计算机行业事件点评：智驾或进新道交法，依法上路与定责将助力产业繁荣

Investment Rating - The industry investment rating is "Outperform" [11] Core Viewpoints - The acceleration of policy relaxation for autonomous driving and the promotion of large-scale application are key topics at the 2026 National Two Sessions. The current autonomous driving industry in China is transitioning from "pilot" to "large-scale application," with legal legitimacy being a critical bottleneck [1][3] - Multiple representatives have proposed accelerating the improvement of laws and regulations related to autonomous driving to clarify the legality of autonomous vehicles on the road. The U.S. House of Representatives passed the "2026 Autonomous Driving Act," significantly relaxing restrictions on vehicles without steering wheels and pedals, which serves as a reference for China to expedite its legislative process in this field [1][3] Summary by Relevant Sections Industry Investment Rating - The report rates the industry as "Outperform," indicating expectations for the industry index to perform better than the benchmark index over the next 6-12 months [11] Key Recommendations - The clarification of the legality for autonomous vehicles is expected to benefit third-party automotive testing companies. The report suggests paying attention to leading smart testing companies such as China Automotive Research, as well as autonomous driving-related companies including Desay SV, Zhongke Chuangda, Siwei Tuxin, Pony.ai, WeRide, and Hezhima Intelligent [3] Legislative and Regulatory Insights - The report emphasizes the need for legislative support to facilitate the commercialization of autonomous driving. Suggestions include revising the "Road Traffic Safety Law" to clarify the legality of autonomous vehicles, expediting the formulation of mandatory national standards, and introducing insurance products suitable for autonomous driving within the existing vehicle insurance framework [1][3]