先进制造行业周报：高阶智驾的必然选择，智能底盘需求有望打开

Investment Rating - The industry investment rating is "Overweight" [1] Core Viewpoints - The automotive industry is undergoing a transformation towards electrification, intelligence, and digitalization, with intelligent chassis systems becoming a key focus for development [2][3] - The intelligent chassis consists of perception, decision-making, and execution layers, which are essential for achieving high-level autonomous driving [3][6] - The market for intelligent chassis products is expected to grow significantly, with the electric vehicle intelligent chassis aftermarket projected to reach 37.84 billion by 2023, up from 12.77 billion in 2021, reflecting a year-on-year growth of 64.56% [12] Summary by Sections Intelligent Chassis - Intelligent chassis is crucial for high-level autonomous driving and consists of perception, decision-making, and execution layers [3][6] - The execution layer includes systems like electronic brake control and intelligent suspension, which are essential for vehicle performance [3][9] - The market for intelligent chassis is expected to expand as electric vehicle ownership increases, driving demand for component maintenance and replacement [12] Key Recommendations - Recommended companies include: Berteli, Top Group, Baolong Technology, Zhongding Holdings, and Jingwei Hengrun, which are leading players in the intelligent chassis sector [2][12] - The report highlights the importance of focusing on domestic suppliers that are well-positioned to benefit from the shift towards intelligent chassis systems [9][12] Industry Tracking - The report emphasizes the importance of tracking several key industries, including lithium battery equipment, photovoltaic equipment, battery swapping, energy storage, semiconductor equipment, automation, hydrogen energy, and engineering machinery [2][13][14] - The lithium battery equipment sector is expected to see average annual demand exceeding 100 billion from 2021 to 2025, with domestic companies showing significant advantages [2][13] - The photovoltaic equipment sector is experiencing growth due to technological advancements and price adjustments, which are expected to stimulate downstream demand [13][14]