金融界4月9日消息，上证指数低开高走，中证车联网主题指数 (CS车联网，930725)上涨1.38%，报 1167.31点，成交额377.82亿元。 数据统计显示，中证车联网主题指数近一个月下跌18.69%，近三个月下跌2.50%，年至今下跌9.63%。 从中证车联网主题指数持仓样本的行业来看，信息技术占比36.28%、可选消费占比31.79%、工业占比 17.36%、通信服务占比14.58%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 跟踪CS车联网的公募基金包括：鹏华中证车联网主题联接A、鹏华中证车联网主题联接C、鹏华中证车 联网主题ETF。 据了解，中证车联网主题指数将内容与服务提供商、软件提供商、硬件提供商、汽车厂商等相关上市公 司纳入车联网主题，以反映车联网上市公司的整体表现。该指数以201 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - Recently, the company's subsidiary, Youka Technology, signed a strategic cooperation agreement with Tianyi Cloud to collaborate in areas such as intelligent networking, autonomous driving, and computing infrastructure, aiming to promote large-scale applications in the intelligent vehicle sector [4][5] - The partnership will focus on six dimensions, including autonomous driving, cloud security, edge computing, embodied intelligence, low-altitude economy, and industry standards [5] - The autonomous driving industry is accelerating, with developments from competitors like Tesla and BYD, which may enhance the company's market position [6][7] - The company is expected to benefit from supportive policies for vehicle networking and aims to expand its overseas business, targeting significant growth opportunities [10] Financial Summary - The company forecasts net profits for 2024-2026 to be 94 million, 204 million, and 303 million yuan, respectively, with corresponding EPS of 0.70, 1.52, and 2.26 yuan [11] - Revenue is projected to grow from 521 million yuan in 2023 to 1.531 billion yuan in 2026, reflecting a compound annual growth rate [13][16] - The gross margin is expected to stabilize around 40% in the coming years, with ROE increasing from 13.7% in 2023 to 29.1% in 2026 [13][17]