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Tesla's Supervised Full Self-Driving (FSD) system enters the Chinese market, driving a collective surge in intelligent driving-related stocks, with multiple companies such as Zhejiang Shibao hitting their daily trading limits.
Gelonghui, May 21 — Intelligent driving-related stocks in China’s A-share market surged collectively, with Haoen Automotive Electronics rising over 16%, Hanxin Technology gaining more than 10%, and Suoling Co., Ltd., Bomin Electronics, Desay SVW, Hongban Technology, Zhejiang Shibao, Bertil Group, and Lianchuang Electronics all hitting the 10% daily trading limit. Shares of Seres and Aiteke neared their daily limits, while Jingwei Hengrun-W and Yunyi Electric rose over 7%. Siling Zhiqu, Wanma Technology, Hongjing Optoelectronics, Daming Electronics, Luchang Technology, Wanjie Technology, and Yinlun Co., Ltd. gained more than 6%. On the news front, Tesla posted on social media platform X this morning announcing its latest rollout of Supervised Full Self-Driving (FSD), stating that Supervised FSD can
Express News | Hongjing Optoelectronics: Continued investment in the machine vision sector in 2026 to advance the mass production of new products.
Guosheng Securities: The Development of the AI Industry is Driving Growth in Optical Interconnects, Leading to a Reevaluation of Optical Companies' Value
Leading traditional optical companies, leveraging their expertise in precision optics technology, have gradually expanded their operations into the optical communications sector, injecting robust growth momentum into their corporate development.
Research Report Insights | China Post Securities: Reiterates 'Buy' Rating for Hongjing Optoelectronics, Expanding into New AI, Machine Vision, Medical, and Optical Communication Sectors
Gelonghui, May 8 | A research report by China Post Securities pointed out that Hongjing Optoelectronics is expected to achieve revenue of 1.692 billion yuan in 2025, a year-on-year increase of 54.95%; net profit attributable to shareholders will reach 193 million yuan, up 16.69% year-on-year. Adhering to the '3+N' product strategy, the company continues to grow in niche markets such as panoramic sports cameras, smart homes, and intelligent vehicles while actively expanding into new business areas including artificial intelligence hardware, machine vision, industrial inspection, and medical sectors, achieving significant performance contributions and rapid growth from these new ventures. Progress in optical communications (optical devices and components) has been smooth. Currently, the company has successfully developed multiple passive optical devices used in optical communications, such as
Hongjing Optoelectronics (301479.SZ): In terms of machine vision business, the company's embodied robot camera module has completed project定点 and entered the trial production stage.
On May 7, Glodon News reported that Hongjing Optoelectronics (301479.SZ) stated on its interactive platform that in terms of the application of optical communication business, the company has successfully developed multiple passive optical components, among which integrated aspheric lenses have entered mass production. Regarding machine vision business, the company's camera module for embodied robots has completed project finalization and entered the trial production stage.
Hongjing Optoelectronics (301479): Strategic cooperation with Zhiyuan achieved, with a key focus on breakthroughs in AI passive optical components.
Key investment points: Hongjing Optoelectronics is transitioning from a single optical imaging business to a diversified business model driven by both optical imaging and optical connectivity. On the basis of continuously consolidating its '3+N' business advantages, the company is gradually expanding into passive optical communication devices and embodied intelligence.