Group 1 - The smart driving sector has seen significant trading activity since 2026, driven by the gradual implementation of L3-level autonomous driving regulations, decreasing hardware costs, the open-source empowerment of AI large models, and the commercialization of smart driving [1][5] - The smart driving ETF (516520) has attracted a total of 503 million yuan since 2026, with an average daily trading volume of 228 million yuan, representing a 660% increase compared to the average daily trading volume of 30 million yuan in 2025 [1][5] - On January 14, 2026, the Shanghai Municipal Economic and Information Commission and other departments issued the "Shanghai High-Level Autonomous Driving Leading Area 'Mosu Zhixing' Action Plan," which outlines nine key tasks to accelerate the transformation of autonomous driving technology innovation into industrial competitiveness [1][6] Group 2 - The action plan aims to cultivate industry-leading autonomous driving large models, with L2 and L3-level vehicles accounting for over 90% of new car production, and L4-level autonomous vehicles achieving mass production [2][6] - The smart driving ETF (516520) closely tracks the CSI Smart Car Theme Index, which reflects the overall performance of companies in the smart car industry, with the top five secondary industries being automotive parts (24.0%), semiconductors (19.6%), passenger cars (14.4%), software development (11.3%), and communication equipment (7.1%) [2][6] - The fund manager of the smart driving ETF, Huatai-PB Fund, is one of the first ETF managers in China, having launched the Huatai-PB CSI 300 ETF (510300), which has a current scale of 429.7 billion yuan and is highly active in the market [2][6] Group 3 - The Huatai-PB CSI 300 ETF (510300) announced a cash dividend of 1.23 yuan per 10 fund shares, with a total dividend amount expected to approach 11 billion yuan, potentially setting a new record for single dividends in domestic ETFs [3][7]

《阿凡达3：火与灰》的热映，让潘多拉星球的奇幻冒险再度席卷全球。火山边缘的灰烬族、 丛林深处的纳威部落、深海中的图鲲秘境，每个角色都在用勇气与信念书写传奇。而如果纳威 人也需要一辆"移动战甲"，江铃大道全系车型必然是他们的不二之选——硬核性能适配奇幻地 形，多元个性匹配角色灵魂，当潘多拉的"火与灰"撞上皮卡界的"性能标杆"，最强CP就此诞 生！ 它本就是为硬核越野而生，是皮卡界的"荒野骑士"。 原厂满配的越野升级，让敢探者成为潘多拉复杂地形的"通行证"：博格华纳分时四驱系统搭配 可选装的三把差速锁，再加上坦克掉头+蠕行模式，无论是火山岩地的沟壑、丛林的泥泞陷 阱，还是浅滩的涉水路段，都能稳稳通过。255mm离地间隙、32°接近角、27°离去角，搭配 900mm涉水深度和原厂涉水喉，就像妮特丽在火海中灵活闪避的身姿，极端环境下依旧从 容。 极境款标配科曼氮气减震，颠簸路段也能保持驾乘舒适；固铂285全地形越野胎抓地力拉满， 铁质前后保险杠+底盘护板则像妮特丽的铠甲，守护车辆安全。车内越野信息显示实时播报海 拔、坡度、车头朝向，让驾驶者精准掌控路况，就像妮特丽对丛林的了如指掌。 杰克·萨利 × 大道全能者：全能底 ...

Core Viewpoint - Zhejiang Shibao (002703) saw a significant increase of over 7%, currently trading at 6.24 HKD with a transaction volume of 221 million HKD, driven by the announcement of the "Mosu Zhixing" action plan for advanced autonomous driving in Shanghai [1] Group 1: Policy Developments - The Shanghai Municipal Economic and Information Commission, along with other authorities, released an action plan aimed at accelerating the transformation of autonomous driving technology into industrial competitiveness [1] - The action plan outlines three main areas with nine key tasks, including promoting the application of driverless equipment, enhancing autonomous driving data monitoring platforms, and expanding open areas for autonomous driving [1] Group 2: Industry Progress - Significant advancements in high-level autonomous driving were noted at the end of last year, marking a substantial step towards the commercialization of L3/L4 levels [1] - The Ministry of Industry and Information Technology in China conditionally approved the first batch of L3 level autonomous driving mass production vehicles, while Tesla's Model Y Robotaxi was observed operating unsupervised in Austin, USA [1] - Nvidia recently launched an autonomous driving model platform, indicating ongoing progress in the Robotaxi industry [1] Group 3: Future Outlook - According to Guosen Securities, the combination of policy support, technological advancements, and cost catalysts is expected to lead to a pivotal moment for L4 autonomous driving in 2026 [1]

Core Viewpoint - Zhejiang Shibao (01057) saw a significant increase of over 7%, currently trading at 6.24 HKD with a transaction volume of 221 million HKD, following the release of a new action plan for advanced autonomous driving in Shanghai [1] Group 1: Industry Developments - The Shanghai Municipal Economic and Information Commission, along with other authorities, issued the "Mosu Zhixing" action plan aimed at promoting the innovation of autonomous driving technology and its transformation into industrial competitiveness [1] - The action plan outlines nine key tasks across three main areas, including the orderly promotion of autonomous driving equipment application, the establishment of a data monitoring platform, and the expansion of open areas for autonomous driving [1] - Significant advancements in high-level autonomous driving were noted at the end of last year, with both China and the U.S. making strides towards the commercialization of L3/L4 autonomous vehicles [1] Group 2: Future Projections - The Ministry of Industry and Information Technology in China is set to conditionally approve the first batch of L3 level autonomous vehicles by December 15, 2025, indicating a move towards mass production [1] - In the U.S., Tesla's Model Y Robotaxi has begun operating with unsupervised Full Self-Driving (FSD) capabilities on the streets of Austin [1] - According to Guosen Securities, the combination of policy support, technological advancements, and cost reductions is expected to catalyze the L4 autonomous driving market, with 2026 anticipated to be a pivotal year [1]

CNMO注意到，进入2026年以来，雷军的直播频率显著提升，被外界视为其个人与小米汽车沟通策略的 重大转变。1月7日的新车直播中，雷军及其团队曾集中回应了一系列尖锐的舆论质疑，包括对"营销大 师"标签的澄清、对部分KOL合作争议的处理原则，以及关于"掉粉"、"口误"等问题的解释。雷军当时 坦言，此前在高烈度的负面舆情下，曾一度信奉"清者自清"，但如今已决心改变策略，主动辟谣、直面 问题，以向用户传递真相。 而今晚直播的核心话题——新一代小米SU7，已开启预售，预售价格为22.99万元至30.99万元，计划于 2026年4月上市。根据官方信息，新一代SU7全系标配激光雷达、4D毫米波雷达以及700TOPS算力平 台，并搭载端到端的Xiaomi HAD智能驾驶系统。本次直播邀请的HAD负责人陈光博士，预计将详细介 绍该系统的最新进展。 【CNMO科技消息】1月15日，小米集团创始人、董事长兼首席执行官雷军宣布，将于今晚8点再次开启 直播，聚焦新一代SU7车型，并与资深汽车媒体人吴佩、小米HAD负责人陈光博士展开深入对谈。据官 方信息，此举旨在回应众多网友希望其增加直播频次的呼声，从而进行更密集的用户沟通。这将是继 ...

智能驾驶领域技术持续突破，相关企业不断推进项目落地与商业化探索，行业关注度提升。 声明：本内容由AI生成，数据资料来自于交易所及第三方公开信息，仅供参考，不构成投资建议。 本文源自：市场资讯 交易所数据显示，截至9时45分，索菱股份涨幅为10.00%，最新价7.70元，总市值66.49亿元，封板资金 6.15亿元，成交额4.52亿元，换手率7.19%。 市场炒作索菱股份的智能驾驶相关业务，公司在辅助驾驶领域的研发方面积累了较为丰富的研发及交付 经验，在L2及L2++产品方面具有量产案例和智驾行驶数据，在L3的智驾具备可行的技术方案及量产交 付资源和能力，客户覆盖乘用车和商用车，涵盖轿车、SUV、MPV、轻卡等车型。 消息面上，NVIDIA发布NVIDIA Alpamayo系列开源AI模型、仿真工具及数据集，旨在推动安全可靠的 推理型辅助驾驶汽车开发。英伟达以"Alpamayo=模型+仿真+数据"的完整开源闭环，率先把具备"因果 推理"的视觉-语言-动作能力系统化引入自动驾驶研发范式，在"长尾场景、可解释性、工程验证成本"三 端降低行业落地门槛。开源"推理型"视觉-语言-动作模型，基于100亿参数架构，通过视频 ...

"2025年作为中国城市NOA商业化落地的关键一年，市场规模快速增长。"中国汽车工业经济技术信息 研究所有限公司副总经理朱孔源表示，2025年1—11月，我国搭载城市NOA功能的乘用车累计销量达 312.9万辆，渗透率占乘用车上险量的15.1%，较2024年全年提升5.6个百分点。 1月14日，由中国汽车工业协会全资子公司智库——中国汽车工业经济技术信息研究所有限公司编撰的 《2025城市NOA汽车辅助驾驶研究报告》(以下简称"报告")发布，从行业背景、市场格局分析、未来趋 势展望、发展建议等多个维度，剖析当前城市NOA技术及产业的发展态势。 中国汽车工业协会副秘书长杨中平表示，NOA(导航辅助驾驶)技术作为智能网联汽车应用的核心抓手， 是衔接高阶辅助驾驶与完全自动驾驶的关键桥梁，更是提升用户出行体验、彰显智能化价值的核心载 体，其发展水平直接关乎我国在全球汽车产业竞争中的核心话语权。 《报告》显示，2025年1—11月，搭载城市NOA功能的乘用车销量中，自主品牌销量达到253.73万辆， 占比达到81.1%，展现出在智能网联领域的创新活力和竞争力。此外，国际汽车品牌通过与国内第三方 供应商合作实现在智驾领域 ...

Group 1 - The smart driving concept has seen a significant rise, with companies like Suoling Co., Ltd. hitting the daily limit up [1] - Weidi Co., Ltd. and Jinjiang Online also reached the daily limit up, indicating strong market interest [1] - Other companies such as Wanjitech, Zhejiang Sebao, and Luchang Technology experienced notable price increases [1]

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index slightly up by 0.04%, while the Shenzhen Component and ChiNext Index rose by 0.4% and 0.45% respectively [1] - The total trading volume in both markets reached 0.65 trillion yuan, a decrease of approximately 28.46 billion yuan compared to the previous trading day [1] - Net outflow of main funds amounted to 17.131 billion yuan, with inflows seen in battery and energy metal sectors, while internet services and software development sectors experienced the most outflows [1] Hot Stocks - The top ten popular stocks included Huasheng Tiancai, Liou Co., Yanshan Technology, Haige Communication, Shanzi Gaoke, Meinian Health, BlueFocus, Shenggu Group, Sanwei Communication, and Goldwind Technology [1][2] Key Factors Influencing Stock Prices - Huasheng Tiancai gained attention due to its comprehensive "AI + computing power" strategy, establishing deep partnerships with leading tech companies like Huawei and Alibaba, and achieving commercialization in various industries [3] - Liou Co. remains in focus for its alignment with AI trends, particularly in ChatGPT and multi-modal AI, with its subsidiary Liou Digital enhancing AI capabilities in marketing [3] - Yanshan Technology attracted market interest for its involvement in cutting-edge tech fields such as AI PCs and brain-computer interfaces, with strategic adjustments towards AI and hard technology [3] - Haige Communication's spotlight stems from its engagement in satellite communication and low-orbit satellite internet, despite announcing expected annual net losses [4] - Shanzi Gaoke's market attention is driven by its participation in the restructuring of Nezha Automobile and its alignment with the booming electric vehicle sector [4] - Meinian Health's focus on AI in health management and the release of pent-up demand for health check-ups post-pandemic contributed to its strong performance [4] - BlueFocus is highlighted for its advancements in AI marketing and the positive impact of government policies supporting AI applications [5][6] - Shenggu Group's relevance is linked to its strategic positioning in digital marketing and AI technology, enhancing its appeal in the market [6]

近日，中国汽车工业协会发布《2025城市NOA汽车辅助驾驶研究报告》。根据报告，2025年1—11 月，我国搭载城市NOA（领航辅助驾驶）功能的乘用车累计销量达312.9万辆，渗透率占乘用车上险量 的15.1%，较2024年全年提升5.6个百分点。 报告显示，目前，城市NOA市场呈现着车企自研、与第三方合作的"双轮驱动"格局。第三方城市 NOA供应商市场则呈现"双强"格局，Momenta和华为作为头部第三方供应商，市占率合计已超八成。据 中汽协数据，2025年1—11月，Momenta城市NOA搭载量41.44万辆，占第三方供应商比例约61.06%，覆 盖国内主流乘用车企业，且全球排名前十大车企中，有8家与Momenta开展合作；华为HI模式通过与企 业强强绑定，搭载量约13.41万辆，占第三方供应商比例约19.76%。 报告还显示，2025年1—11月，搭载城市NOA功能的乘用车销量中，自主品牌销量达到253.73万 辆，占比达到81.1%。同时，面对中国市场激烈的智能化竞争，全球知名汽车品牌已开始选择与国内头 部第三方供应商合作以实现在智驾领域的突破，例如，奔驰、宝马、奥迪、凯迪拉克、别克、丰田等均 已落 ...