智驾强标的影响解读

Summary of Conference Call Records Industry Overview - The discussion revolves around the Chinese manufacturing industry, particularly focusing on the automotive sector and the implications of new standards and regulations on autonomous driving technologies [1][2]. Key Points and Arguments - Shift in Manufacturing Standards: The Chinese manufacturing sector is moving towards the extremes of the micro-curve, emphasizing research and design, which will enhance the presence of Chinese companies in standard-setting [1]. - Importance of Standards: Mastery of standards equates to control over future profits in the industry, highlighting the significance of standard-setting entities like Huawei and Dongfeng in the autonomous driving sector [1]. - Complexity of New Standards: The new standards for testing are more complex and stringent, leading to longer testing times, which increases the demand for testing services. Companies like Zhongqi Center are positioned to benefit from this trend [2]. - Quality of Autonomous Features: The quality of autonomous features varies significantly among companies, and the new standards will provide benchmarks for evaluating these features, similar to crash test ratings [3]. - Technological Requirements: The standards favor technologies like LiDAR, which may catalyze increased adoption in vehicles. The implementation of these standards is expected to drive demand for advanced sensor technologies [4]. - Risk Mitigation Requirements: New regulations require vehicles to have capabilities for autonomous deceleration in certain situations, which will test the coordination of algorithms and the integration of third-party functionalities [5]. - Increased Accountability: The standards will push companies to enhance their capabilities and ensure compliance, leading to a more competitive environment in the industry [6]. Additional Important Content - Recommended Companies: The discussion mentions several companies that are well-positioned to benefit from the new standards, including: - Solution Providers: Desay, Jingwei - Components Manufacturers: Hesai, Suoteng, Nester, Horizon Robotics, Junsheng, Xiyan, Hongruan, Ruiming Technology [6].