午后智能驾驶概念逆势走强，浙江世宝涨停，亚太股份、雷尔伟、索菱股份、汉鑫科技等冲高。 ...

2026年以来，L3级智驾法规落地、硬件成本骤降、AI大模型赋能、Robotaxi商业化进程推进，多重拐点 共振助推智能驾驶概念火热。其中，智能驾驶ETF（516520）2026年以来累计吸金4.47亿元，助推基金 规模、份额连续创下历史新高，分别达11.73亿元、8.30亿份。 （数据来源：Wind、交易所，时间区间为26/1/5-26/1/12，智能驾驶ETF（516520）成立于2021/2/9；信 息来源：华盛通-2026年展望 | 智能驾驶元年或开启！特斯拉Robotaxi引爆赛道，港美股哪些标的值得布 局？-26/1/10） 机构指出，我国智能驾驶呈现技术持续迭代升级，向高阶发展并加速普及，应用场景不断拓展，产业链 上下游协同发展，政策法规日益完善，"车路云一体化"推进，多方协作构建产业生态的趋势。 （信息来源：华源证券-电动化浪潮驱动汽车产业链升级，关注机器人业务延伸、智能驾驶订单落地等 公司-26/1/5） 消息面上，中欧电动汽车争端迎来积极成果。商务部通报，欧方将发布文件推进"价格承诺"机制，并承 诺以客观公正方式评估申请。此举为国产电动车对欧出口提供了更明确的路径，改善整车出口环境。受 此 ...

Group 1 - The core viewpoint of the article emphasizes that the demand for automobiles is driven by the continuation of the trade-in policy, leading to an unexpected penetration of new energy vehicles (NEVs) and improved profitability through high-end products and overseas expansion [3][4][5][6][7][8] Group 2 - In 2025, the cumulative wholesale sales of passenger cars reached 24.119 million units, a year-on-year increase of 12.6%, with NEVs growing by 30.7% [3][8] - The penetration rate of NEVs in wholesale sales was 50.4%, up by 7.0 percentage points year-on-year, while the penetration rate for insurance reached 53.3%, an increase of 6.6 percentage points [3][46] - The share of domestic passenger cars in wholesale sales reached 69.3%, a year-on-year increase of 4.9 percentage points, with brands like Geely, Xiaomi, and Leap Motor showing significant growth [3][50] Group 3 - Looking ahead to 2026, the trade-in policy is expected to continue, supporting demand, with projected insurance sales of 22.32 million units, a decrease of 5.0% year-on-year, and wholesale sales of 30.10 million units, an increase of 1.0% [4][5] - The NEV insurance sales are expected to reach 13.8 million units, a year-on-year increase of 6.2%, while wholesale sales are projected to be 17.3 million units, up by 13.4% [4][15] Group 4 - The competitive landscape is shifting, with joint ventures declining and domestic brands accelerating their rise in the mid-to-high-end market [5][10] - In the 5-15 million price range, price-sensitive consumers are expected to drive competition, while brands like Geely, BYD, and Leap Motor are anticipated to gain higher sales growth due to their advantages in intelligence and cost-effectiveness [5][10] Group 5 - The article highlights the acceleration of intelligent driving technology, with major players like Huawei and BYD pushing for the democratization of advanced driving features [6][10] - The L3 commercial deployment is expected to gain momentum in 2026-2027, with various automakers launching new high-level driving systems and models [6][10] Group 6 - The export of passenger cars is projected to reach 6.64 million units in 2026, a year-on-year increase of 15.5%, driven by the technological advantages of domestic NEVs and the expansion of overseas manufacturing [7][11] - Companies like BYD and Geely are expected to increase their export efforts, with BYD establishing overseas factories and Geely accelerating NEV exports [7][11]

Core Viewpoint - The company plans to acquire a 51% stake in Xiamen Kuangshi Technology Co., Ltd. through a potential transaction involving equity acquisition or capital increase, which is expected to enhance its position in the smart driving automotive industry [1][2] Group 1: Potential Transaction Details - The memorandum of understanding was signed on January 12, 2026, between the company's indirect wholly-owned subsidiary, Xiyun Dike (Fujian) Technology Co., Ltd., and Xiamen Kuangshi Technology Co., Ltd. [1] - The specific terms of the potential transaction, including price and payment methods, are yet to be determined and will be outlined in a formal agreement following due diligence and the fulfillment of preconditions [1] Group 2: Company and Industry Implications - Xiamen Kuangshi Technology, established in 2020, is a leading provider of millimeter-wave radar smart perception solutions in China, offering a full range of products including chips, algorithms, modules, and systems [1] - The acquisition is expected to help the company expand its smart driving automotive industry chain, enhance its technological reserves and product competitiveness, and align with its strategic layout in this business area [2] - The collaboration with Xiamen Kuangshi Technology is anticipated to strengthen the company's innovation capabilities and sustain growth, benefiting both the company and its shareholders [2]

Core Viewpoint - The company plans to acquire a 51% stake in Xiamen Kuangshi Technology Co., Ltd. through a potential transaction involving equity acquisition or capital increase, which is expected to enhance its position in the smart driving automotive industry and strengthen its technological capabilities [1][2] Group 1: Potential Transaction Details - The memorandum of understanding was signed on January 12, 2026, between the company's indirect wholly-owned subsidiary, Xiyun Dike (Fujian) Technology Co., Ltd., and Xiamen Kuangshi Technology Co., Ltd. [1] - The specific terms of the potential transaction, including price and payment methods, are yet to be determined and will be outlined in a formal agreement following due diligence and fulfillment of preconditions [1] Group 2: Company and Industry Implications - Xiamen Kuangshi Technology, established in 2020, is a leading provider of millimeter-wave radar smart perception solutions in China, offering a full range of products including chips, algorithms, modules, and systems [1] - The collaboration is expected to create significant synergies with the company's ongoing exploration in the autonomous vehicle sector, leveraging its nationwide sales network and experience in vehicle operation and management [1] - The board believes that if the potential transaction is realized, it will help the company expand its smart driving automotive industry chain, enhance its technological reserves and product competitiveness, and align with the overall interests of the company and its shareholders [2]

Core Insights - Geely's CEO Gan Jiayue met with NVIDIA's CEO Jensen Huang during CES, indicating a potential deep strategic partnership that could shift from a supplier model to a comprehensive group-level partnership [1] Group 1: Strategic Partnership - The collaboration between Geely and NVIDIA may encompass areas such as intelligent driving, AI cockpit, embodied intelligence, chip synergy, and ecosystem co-construction [1] - Geely's models, including Zeekr 9X and Zeekr 900, have already integrated NVIDIA's flagship autonomous driving chips, with the Zeekr 9X featuring two Thor chips, achieving an industry-leading computing power of 1400 TOPS, supporting L3-level autonomous driving [1] Group 2: Product Development and Future Plans - At CES 2026, Geely unveiled the WAM (World Action Model) and officially named its advanced driver assistance system as G-ASD, which is already equipped in multiple models from Zeekr and Lynk & Co [1] - Geely plans to introduce high-speed L3 and low-speed L4 functionalities this year, contingent on regulatory approval, and aims to initiate robtaxi operations [1]

Group 1 - The article discusses the rise of artificial intelligence (AI) applications and the importance of computing power in the industry, highlighting various ETFs that focus on AI and related sectors [2][3][10] - It emphasizes the integration of AI with financial software and the development of domestic large models, indicating a growing trend in the AI industry [4][5][10] - The article lists specific ETFs related to AI applications, including those focused on healthcare, smart driving, and big data, showcasing a diverse range of investment opportunities [10] Group 2 - The article mentions the formation of MACD golden cross signals, suggesting positive momentum for certain stocks within the AI sector [8][11]

格隆汇1月12日丨立昂微(605358.SH)在投资者互动平台表示，在车载雷达领域，立昂东芯VCSEL芯片产 品已用于智能驾驶中的激光雷达产品并已实现大规模出货，其中二维可寻址大功率VCSEL工艺技术， 成为全球首家量产车规级激光雷达VCSEL芯片的制造商，产品已应用于智能驾驶、人形机器人、割草 机器人等领域。4D毫米波雷达和激光雷达是两种不同的传感器技术，它们在原理、性能、应用场景和 成本等方面存在区别，公司暂无应用于车载4D毫米波雷达的产品。 ...

格隆汇1月12日丨立昂微(605358.SH)在互动平台表示，在车载雷达领域，立昂东芯VCSEL芯片产品已用 于智能驾驶中的激光雷达产品并已实现大规模出货，其中二维可寻址大功率VCSEL工艺技术，成为全 球首家量产车规级激光雷达VCSEL芯片的制造商，产品已应用于智能驾驶、人形机器人、割草机器人 等领域。4D毫米波雷达和激光雷达是两种不同的传感器技术，它们在原理、性能、应用场景和成本等 方面存在区别，公司暂无应用于车载4D毫米波雷达的产品。 ...

格隆汇1月12日丨立昂微(605358.SH)在投资者互动平台表示，在车载雷达领域，立昂东芯VCSEL芯片产 品已用于智能驾驶中的激光雷达产品并已实现大规模出货，其中二维可寻址大功率VCSEL工艺技术， 成为全球首家量产车规级激光雷达VCSEL芯片的制造商，产品已应用于智能驾驶、人形机器人、割草 机器人等领域。4D毫米波雷达和激光雷达是两种不同的传感器技术，它们在原理、性能、应用场景和 成本等方面存在区别，公司暂无应用于车载4D毫米波雷达的产品。 ...