转自：成都日报锦观 成都市重点产业链图谱 目前，成都已拥有13条千亿级产业链。在此基础上，2025年有10条产业链营收实现两位数增长。千亿产 业夯实全国先进制造业基地建设基石，营收保持两位数增长的新兴产业、未来产业则给了成都向未来要 动力的底气。 推进产业链现代化，事关高质量发展大局、城市现代化全局。2025年9月召开的成都市重点产业链建设 工作推进会上明确，"形成更多万亿级、千亿级产业集群"。 这些重点产业链共同构建起成都现代化产业体系的"四梁八柱"，让高质量发展底盘更稳。 人工智能 主要承载地 四川天府新区 成都高新区 武侯区 成华区 目前 2025年 全市人工智能核心产业规模 国家备案大模型达15款 集成电路 主要承载地 四川天府新区 成都高新区 双流区 目前 按照"强设计、优制造、扩封测、延链条"的思路，成都努力打造国家集成电路产业战略备份基地和中 国"芯"高地。目前，全市聚集比亚迪半导体、成都海光等企业400余家，培育国家"专精特新"小巨人企 业56家，产业规模全国第8，初步形成IC设计、晶圆制造、封装测试以及装备材料等较为完整的产业体 系 新型显示 超1500亿元 同比增长超39% 近3年平均增速 ...

（来源：安徽金融） 为落实党中央、国务院，以及省委、省政府关于财金协同促内需一揽子政策有关要求，省财政厅会同省委金融办梳理了全省财金协同相关政策举措，现分 期、分类发布。 财金协同政策手册 ( 政府投资基金 ) 安徽省财政厅 省委金融办 2026 年 2 月 目 录 CONTENTS | 01 主题母基金群 | | --- | | (1) 新一代信息技术产业基金 | | (2) 新能源汽车和智能网联汽车产业基金 . | | (3) 新材料产业主题投资基金 | | (4) 高端装备制造产业基金 . | | (5) 智能家电家居产业投资基金 | | (6) 人工智能主题投资基金 . | | (7) 新能源和节能环保产业基金 | | (8) 生命健康产业主题投资基金 . | | (9) 绿色食品产业主题投资基金 | | (10) 文化和数字创意产业投资基金 | | 02 功能母基金群 | | (11)"三重一创"产业发展基金（二期） | | (12) 中小企业发展基金（二期） | | 03 天使母基金群 | | （13）种子基金（二期） | | (14) 雏鹰计划专项基金 . | | (15) 新型研发机构专项基金 ...

Group 1 - The stock price of Duolun Technology (603528) has shown volatility in the past seven trading days, with a closing price of 9.75 yuan on February 9, 2026, and a slight increase to 9.73 yuan on February 13, 2026, reflecting a fluctuation of 1.65% during this period [1] - The current price-to-earnings ratio (TTM) stands at -123.80, indicating that the company is still in a loss-making state [1] Group 2 - Recent favorable policies in the intelligent connected vehicle industry may indirectly impact Duolun Technology, which is involved in smart transportation [2] - The Shanghai Municipal Government released the "Shanghai Intelligent Connected Vehicle Development Report (2025)" on February 11, 2026, indicating that the cumulative length of autonomous driving test roads has reached 5,238.82 kilometers [2] - On February 13, 2026, the Ministry of Industry and Information Technology sought public opinion on five mandatory national standards related to autonomous driving systems, aiming to promote the large-scale implementation of L3/L4 level autonomous driving [2] - Shenzhen issued the "Artificial Intelligence + Advanced Manufacturing Action Plan (2026-2027)" on February 12, 2026, proposing pilot applications for "vehicle-road-cloud integration" in intelligent connected vehicles, which is expected to enhance the focus on the smart transportation sector [2] Group 3 - Institutional outlook on Duolun Technology is neutral, with a focus on expected performance improvement [3] - Institutions predict a net loss of 25 million yuan for the company in 2025, but anticipate a turnaround in 2026 with a projected net profit of 151 million yuan and a year-on-year revenue growth of 19.85% [3] - Current institutional ratings are primarily neutral, with no specific target price provided, but there is a need to monitor the progress of AI + smart transportation business implementation [3]

2月12日，工业和信息化部网站消息，工业和信息化部装备工业一司组织全国汽车标准化技术委员会开 展了《智能网联汽车 自动驾驶系统安全要求》等五项强制性国家标准的制修订，已形成征求意见稿， 现公开征求社会各界意见。征求意见截止日期为2026年4月13日。 中央财经大学副教授刘春生在接受《证券日报》记者采访时表示，当前行业正处于从L2辅助驾驶向L3 高阶自动驾驶过渡的关键阶段。L2阶段以驾驶员为责任主体，而L3涉及部分驾驶责任转移，对系统可 靠性和安全冗余提出更高要求。在这一背景下，统一强制性安全标准，是高阶自动驾驶规模化应用的必 要前提。 "强制性标准意味着安全底线具有法定约束力。"刘春生表示，这将使产品研发、生产与市场投放环节形 成更加明确的技术边界，有助于降低潜在安全风险，推动行业发展更加规范有序。 朱克力对《证券日报》记者表示，随着智能网联汽车加速迈向规模化应用阶段，建立清晰统一的强制性 技术标准，有助于夯实产业发展的制度基础。 朱克力进一步表示，当行业形成明确的"安全红线"，企业竞争将更加聚焦安全能力与技术落地能力，而 非单纯功能叠加。这将促使企业在研发端强化安全技术积累，在市场端提升产品可靠性与消费者信 ...

经济观察网 近日，智能网联汽车行业迎来政策利好。2026年2月13日，工信部公布《智能网联汽车自动 驾驶系统安全要求》等五项强制性国家标准征求意见稿，明确L3/L4级技术规范，为行业规范化奠定基 础。佑驾创新业务布局精准契合政策导向，其L1-L4全维度智能驾驶技术和驾舱协同方案已提前完成合 规储备，有望率先受益。此外，2026年2月9日，公司宣布再次获得某头部自主品牌定点，提供iPilot 4 Plus智驾域控制器及DMS/OMS智舱产品，项目计划于2026年下半年量产，并覆盖海外版本，凸显技术 实力与全球化布局。 股票近期走势 中信里昂在最新报告中维持对佑驾创新"优于大市"评级，指出公司凭借乘用车前装业务先发优势、政策 红利及海外合规能力，智驾与智舱业务有望保持稳健增长。此次再获头部车企定点，进一步印证其技术 交付与全球化能力获得市场认可。 以上内容基于公开资料整理，不构成投资建议。 受政策与业务利好推动，佑驾创新股价近期表现活跃。截至2026年2月13日收盘，股价报13.73港元，单 日上涨2.16%，成交额达6048.94万港元。近5日（2月9日至13日）累计涨幅7.86%，最高价触及14.42港 元， ...

以上内容基于公开资料整理，不构成投资建议。 经济观察网赛目科技(02571.HK)当前公众持股量约为22.58%，低于港交所上市规则要求的最低25%水 平。公司已启动恢复计划，并目标在2026年7月8日前完成合规调整。这一进程可能涉及监管沟通或资本 行动，投资者需留意后续公告。公司持续布局低空经济等新兴领域，例如2025年与高德软件、SGS签署 的战略合作协议，旨在推动智能网联汽车测试验证技术体系发展。这些合作可能带来后续项目落地或市 场扩张动态。 ...

Group 1 - The Ministry of Industry and Information Technology has announced the development of five mandatory national standards for intelligent connected vehicles, marking a significant policy boost for the industry [1] - The draft standards aim to establish a new phase of "safe, compliant, and orderly development" for the intelligent driving industry in China, providing a solid foundation for the regulation of advanced autonomous driving [1] - The draft clarifies key terms and definitions related to autonomous driving systems, detailing technical requirements and safety standards, particularly for critical aspects such as task handover and testing environments [1] Group 2 - Youjia Innovation has developed comprehensive intelligent driving technology capabilities from L1 to L4, continuously improving its product matrix and launching the iPilot 4 series of mid-to-high-level intelligent driving solutions [2] - The company’s products are capable of meeting the technical requirements outlined in the new standards, particularly for L3 additional requirements, and have successfully implemented scenarios in various cities [2] - Youjia Innovation's DMS (Driver Monitoring System) solutions align with the new standards, ensuring seamless interaction with autonomous driving systems by monitoring driver readiness [2][3] Group 3 - Since 2019, Youjia Innovation has built a strong advantage in DMS technology development and production, becoming one of the first suppliers to help manufacturers obtain EU safety certifications [3] - The company is among the few in the industry to advance both L2 and L4 technologies while achieving deep collaboration in cockpit solutions, positioning itself to leverage policy benefits for market expansion [3] - The advancement of these policies represents a significant opportunity for Youjia Innovation to enhance its core value and gain a first-mover advantage in the evolving regulatory landscape [3]

据悉，《智能网联汽车 自动驾驶系统安全要求》规定了智能网联汽车自动驾驶系统的技术要求、保障 要求、同一型式判定，描述了相应的保障要求检验、安全档案检验和确认性试验等方法，将有助于提升 自动驾驶系统安全、可靠运行水平，从源头上防范和化解安全风险，同时推动自动驾驶技术的创新和产 业升级。（记者唐诗凝） 工业和信息化部日前公开征求《智能网联汽车 自动驾驶系统安全要求》等五项强制性国家标准的意 见。 ...

Group 1 - The Ministry of Industry and Information Technology has announced the development of five mandatory national standards for intelligent connected vehicles, marking a new phase of "safe compliance and orderly development" for the autonomous driving industry in China [1] - The draft standards clarify key terms and definitions related to autonomous driving systems, detailing technical requirements and safety standards, particularly for critical aspects such as task handover, testing environments, and perception systems [1] - These requirements establish a safety baseline for high-level autonomous driving and provide a clear pathway for companies in the industry to develop technologies and products [1] Group 2 - Youjia Innovation has built comprehensive intelligent driving capabilities from L1 to L4 and has launched the iPilot 4 series of mid-to-high-level intelligent driving solutions, successfully adapting to the technical requirements of the new standards [2] - The company’s DMS (Driver Monitoring System) solutions align with the new standards, ensuring that drivers are prepared to take over driving tasks when required, thus facilitating seamless interaction with autonomous driving systems [2] - Since 2019, Youjia Innovation has developed a strong advantage in DMS technology, becoming one of the first suppliers to help vehicle manufacturers obtain EU safety certifications and achieve high safety ratings [3]

Core Viewpoint - The smart driving concept stocks have seen a rise in early trading, driven by the release of new national standards and reports on the development of intelligent connected vehicles in China [1] Group 1: Stock Performance - Zhejiang Shibao (002703) increased by 6.32%, reaching 5.89 HKD [1] - Nexperia (01316) rose by 6.21%, trading at 7.7 HKD [1] - Youjia Innovation (02431) saw a 2.6% increase, priced at 13.79 HKD [1] - Minth Group (00425) gained 1.56%, with a share price of 43 HKD [1] Group 2: Regulatory Developments - On February 13, the Ministry of Industry and Information Technology publicly solicited opinions on five mandatory national standards, including "Safety Requirements for Autonomous Driving Systems" [1] - The Shanghai Intelligent Connected Vehicle Testing and Demonstration Promotion Working Group recently released the "Shanghai Intelligent Connected Vehicle Development Report (2025)" [1] Group 3: Industry Insights - As of the end of last year, Shanghai had opened a total of 3,173 test roads, covering 5,238.82 kilometers for autonomous driving [1] - According to Xinda Securities (601059), the regulatory environment for intelligent connected vehicles in China is becoming increasingly standardized, with domestic brands accelerating the development of smart driving technology [1] - The penetration rate of smart driving technology is continuously increasing, with the Robo-X project being implemented [1] - The market size for Robotaxi is expected to reach 270 billion RMB by 2030, while the incremental output value of China's unmanned logistics vehicle industry is projected to rise to 594.8 billion RMB by 2030 [1]