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Tesla FSD officially announced entry into China, sparking a surge in autonomous driving stocks with multiple firms hitting their daily trading limits.
On Thursday, the intelligent driving concept segment of China's A-share market surged strongly, with more than ten individual stocks, including Desay SV and Lianchuang Electronics, hitting their daily trading limits. In response to customer inquiries, Tesla’s customer service stated that the company is actively advancing approval procedures in accordance with relevant national regulations and will 'roll out the feature to domestic customers as soon as approval is secured.'
NavInfo (002405): Growth Driven by Intelligent Cloud and Intelligent Chip, Profitability Under Short-Term Pressure
Performance Review: 2025 revenue met our expectations, while the net loss attributable to shareholders excluding non-recurring items exceeded our expectations. NavInfo announced its 2025 and 1Q26 results: 2025 revenue increased by 17.3% year-on-year to RMB 4.13 billion.
Open Source Securities: The integration of intelligent agents into vehicles, cockpit-driving unification, and the adoption of wire-controlled suspension are moving towards implementation. Pay attention to investment opportunities in the intelligent drivin
The bank is focusing on investment opportunities in the intelligent driving industry chain, with the perception, decision-making, execution, and operation segments all expected to benefit significantly.
NavInfo: First Quarter Report for 2026
NavInfo: 2025 Annual Report
NavInfo: Summary of the 2025 Annual Report