No Data
No Data
【Brokerage Focus】CITIC SEC points out that strengthened regulation will standardize the Industry, head companies in smart driving are expected to benefit.
Jinwu Financial News | CITIC SEC stated that on April 28, the Ministry of Industry and Information Technology released the key points for the 2025 automobile standardization work, which proposed the need to strengthen the supply of standards for intelligent connected vehicles such as driving assistance and autonomous driving. Previously, the Ministry held a closed-door meeting to further regulate the activities of Industry Chain companies regarding the promotion, release, testing, and OTA upgrades of driving assistance. The bank mentioned that safety will become an important selling point for driving assistance, and Lidar is expected to gradually become a "standard product." Starting in 2023, manufacturers will accelerate the deployment of L2 level combined driving assistance functions. Compared to visual solutions, Lidar's identification at night.
Hong Kong stock Concept tracking | The year 2025 is the inaugural year for L3 autonomous driving, and the development of the smart driving related industry chain is entering the fast lane (with associated Concept stocks).
Canalys: By 2025, the penetration rate of L2 level and above functions in the China market will reach 62%.
The Shanghai Auto Show witnesses the "mutual rush" of Chinese and foreign enterprises: multinational car companies are deeply cultivating the Chinese market while domestic supply chain enterprises are accelerating their move towards Global.
① The 2025 Shanghai Auto Show focuses on smart electric vehicles, with foreign car companies accelerating their integration into the China supply chain, and local innovative forces rising; ② Under the pressure of transformation, Toyota deepens its local layout by establishing a wholly-owned factory in Shanghai, betting on localization and supply chain synergy; ③ Joint venture brands strengthen collaboration in local innovation chains, as China supply chain companies accelerate their dominance in the Global smart electric vehicle industry.
BLACK SESAME: 2024 ANNUAL REPORT
Hong Kong stocks moving | Nanfang Black Sesame Group (02533) rises over 3% after reaching a Global Strategy partnership with Intel to jointly develop a cabin driving integration platform.
Nanfang Black Sesame Group (02533) rose over 3%. As of the time of writing, it rose 2.54%, reported at 19.4 Hong Kong dollars, with a trading volume of 67.671 million Hong Kong dollars.
Express News | Intel Unveils New Auto Chip and New Strategic Collaborations With Modelbest and Black Sesame Technologies at Shanghai Auto Show - Statement