技术验证迈向规模化商业落地的关键之年。 最近智能驾驶行业的新闻逐渐增多，甚至有机构喊出2026年是智能驾驶从技术验证迈向规模化商业落 地的关键元年。 元年这个词我们听得多了，各家新能源车企也早就把智能驾驶作为汽车的重要卖点，为什么预测今年 才是规模化商业落地呢？ | 作者 | | 紫枫 | | --- | --- | --- | | 编辑 | | 小白 | ...

（文章来源：证券日报） 证券日报网讯 1月23日，华安鑫创在互动平台回答投资者提问时表示，公司重视与头部车企的合作，公 司的客户和业务情况，敬请关注公司披露的相关数据。在自动驾驶及智能辅助驾驶领域，公司通过控股 子公司主要提供自动泊车、车道保持辅助等解决方案及相关产品、软件开发与芯片增值服务，相关业务 暂未规模化创收，请注意投资风险。 ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.45% to 26,749.51 points, the Hang Seng China Enterprises Index up by 0.51% to 9,160.81 points, and the Hang Seng Tech Index rising by 0.62% to 5,798.01 points [2]. Technology Sector - Major technology stocks mostly saw gains, with Xiaomi up nearly 3%, Alibaba rising over 2%, and both JD.com and Meituan also increasing [3]. - The commercial aerospace sector experienced significant growth, highlighted by JunDa Co., which surged over 51%, followed by Asia Pacific Satellite up over 14% and Goldwind Technology up over 10% [3][6]. Gold and Metals - Gold prices continued to rise, leading to gains in gold stocks, with Chifeng Jilong Gold Mining up over 7% and China Gold International up over 6%, reaching new highs [3]. - Non-ferrous metal stocks also saw upward movement, with Minmetals Resources increasing over 11% and Zijin Mining International up over 8% [3]. Consumer and Biotech Sectors - Consumer stocks showed signs of recovery, alongside biotechnology and photovoltaic stocks, which also experienced upward trends [4]. Commercial Aerospace Developments - The third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference was held, launching six platforms under "Beijing Rocket Street" aimed at accelerating major project construction and enhancing the commercial aerospace value chain [6]. - The "Chuan Yue Zhe No. 1" manned spacecraft was showcased, with over 20 space tourists already booked for future flights, indicating a shift in the aerospace sector from state-driven to commercially driven growth [7]. Smart Driving Sector - The smart driving sector saw strong performance, with Zhejiang Shibao rising nearly 10%, Pony.ai up over 7%, and other companies like WeRide and Youjia Innovation increasing by over 4% [8]. - Reports indicated that Tesla's Full Self-Driving (FSD) system may receive approval in China soon, aligning with its approval timeline in Europe, although Tesla's local representatives did not confirm any new developments [9].

Core Viewpoint - The Hong Kong stock market indices collectively rose, with significant gains in commercial aerospace and intelligent driving sectors, indicating a positive market sentiment and potential investment opportunities in these areas [2][3]. Group 1: Market Performance - The Hang Seng Index increased by 0.45% to close at 26,749.51 points, the Hang Seng China Enterprises Index rose by 0.51% to 9,160.81 points, and the Hang Seng Tech Index gained 0.62% to reach 5,798.01 points [2]. - Major technology stocks saw upward movement, with Xiaomi rising nearly 3%, Alibaba increasing over 2%, and both JD.com and Meituan also experiencing gains [3]. Group 2: Commercial Aerospace Sector - Commercial aerospace stocks surged, with JunDa Co., Ltd. rising over 51%, Asia Pacific Satellite increasing by over 14%, and Goldwind Technology gaining over 10% [3][5]. - The third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference was held, launching six platforms aimed at enhancing commercial aerospace capabilities [5]. - The "Chuan Yue Zhe No. 1" manned spacecraft was showcased, with over 20 seats already booked for future space tourists, aiming for its first manned flight by 2028 [5]. Group 3: Intelligent Driving Sector - Intelligent driving stocks also performed well, with Zhejiang Shibao rising nearly 10%, Pony.ai increasing over 7%, and other companies like WeRide and Youjia Innovation seeing gains of over 4% [9][10]. - Reports indicated that Tesla's Full Self-Driving (FSD) system may receive approval in China soon, which could enhance the competitive landscape for intelligent driving technologies [11].

消息面上，马斯克在达沃斯世界经济论坛上表示，特斯拉需驾驶员监督的FSD最快或在下个月获得欧洲和中国监管机构 批准。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 01057 | 浙江世宗 | (0) | 11.44% | 6.430 | 52.9亿 | 30.96% | | 02665 | 图伏通 | | 8.46% | 10.900 | 141.57亿 | 7.07% | | 02026 | 小马智行-W | | 6.58% | 131.200 | 568.81 亿 | 11.85% | | 00800 | 文远知行-W | | 5.53% | 24.040 | 246.97亿 | 4.52% | | 02431 | 佑驾创新 | | 4.39% | 16.880 | 70.52亿 | 19.97% | | 09927 | 塞力斯 | | 3.51% | 106.100 | 1848.25亿 | -0.93% | | 01810 | 小米集团-W | | 2.33% | 36. ...

Core Viewpoint - The Hong Kong stock market is experiencing significant gains in the smart driving concept sector, with multiple companies showing substantial increases in their stock prices [1] Group 1: Company Performance - Zhejiang Shibao (01057.HK) has seen a stock price increase of 12.13%, reaching 6.47 HKD [1] - TuSimple (02665.HK) has risen by 7.46%, with its stock priced at 10.8 HKD [1] - Pony.ai (02026.HK) has gained 6.5%, now trading at 131.6 HKD [1] - Joyson Electronics (00699.HK) has increased by 4.56%, with a stock price of 19.02 HKD [1] - Cao Cao Travel (02643.HK) has risen by 3.67%, reaching 34.5 HKD [1]

| 代码 | 名称 | | 涨跌幅 V | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 01057 | 浙江 宾 | 0 | 11.44% | 6.430 | 52.9亿 | 30.96% | | 02665 | 图达通 | | 8.46% | 10.900 | 141.57亿 | 7.07% | | 02026 | 小马智行-W | | 6.58% | 131.200 | 568.81亿 | 11.85% | | 00800 | 文元知行-W | | 5.53% | 24.040 | 246.97亿 | 4.52% | | 02431 | 佑驾创新 | | 4.39% | 16.880 | 70.52亿 | 19.97% | | 09927 | 塞力斯 | | 3.51% | 106.100 | 1848.25亿 | -0.93% | | 01810 | 小米集团-W | | 2.33% | 36.060 | 9393.4 Z | -8.24% | | 09988 | 阿里巴巴-W | | 2.25% | 168.50 ...

本文源自：金融界AI电报 港股市场智能驾驶概念股走强，其中，浙江世宝涨超11%，图达通涨超8%，小马智行-W涨超6%，文远 知行-W涨超5%，佑驾创新涨超4%，赛力斯涨超3%，地平线机器人-W涨超2%。 ...

Group 1 - The concept stocks related to intelligent driving have seen significant gains, with Zhejiang Shibao rising by 12.13% to HKD 6.47, and other companies like TuDatong and Xiaoma Zhixing also experiencing notable increases [1] - Elon Musk announced at the World Economic Forum that Tesla's Full Self-Driving (FSD) system is expected to be approved in China as early as next month, aligning closely with its approval timeline in Europe [1] - Tesla's representative in China stated that there are no new updates regarding the FSD system's progress in the Chinese market, despite ongoing efforts [1] Group 2 - Musk indicated that Tesla's Robotaxi service is expected to be widely deployed in the U.S. by the end of this year, with initial services already operating in Austin, Texas, without in-car safety supervisors [2] - According to Dongfang Securities, Level 3 autonomous driving is anticipated to commercialize starting in 2026, with further acceleration in the commercialization of Level 4 Robo-X services, presenting growth opportunities for companies involved in intelligent driving and related components [2]

Group 1 - The smart driving concept stocks saw significant gains, with Zhejiang Shibao rising by 12.13% to HKD 6.47, Tuya Technology up by 7.46% to HKD 10.8, Pony.ai increasing by 6.5% to HKD 131.6, and others also showing positive movement [1] - Elon Musk announced at the World Economic Forum that Tesla's Full Self-Driving (FSD) system is expected to be approved in China as early as next month, potentially aligning with its approval timeline in Europe [1] - Tesla's representative in China stated that there are no new updates regarding the FSD system's progress in the Chinese market [1] Group 2 - Musk indicated that Tesla's Robotaxi service is expected to be widely deployed in the U.S. this year, with initial services already operating in Austin, Texas without in-car safety supervisors [2] - According to Dongfang Securities, Level 3 autonomous driving is anticipated to commercialize starting in 2026, with further acceleration in the commercialization of Level 4 Robo-X services such as Robotaxi, Robovan, and Robotruck [2] - The smart driving sector, including related vehicle and component companies, is expected to experience growth opportunities as these technologies advance [2]