Recently, the autonomous driving company Black Sesame Intelligence announced that it has reached a cooperation with Starway Intelligence to jointly provide the market with a cost-effective commercial application plan for autonomous driving. Recently, there has been constant news of intelligent driving. On November 17, Wenyuan Zhixing received a pilot notice on commercialization of passenger car “unmanned in the car, remote outside the vehicle” travel service in the Beijing Intelligent Connected Vehicle Policy Pilot Zone, and was approved to launch in-car autonomous driving service (Robotaxi) charges in Yizhuang, Beijing; on October 31, the first driverless commercial operation demonstration line in Sichuan Province was launched.

Zheshang Securities believes that with the implementation of policies and sound regulations, automobile products equipped with intelligent driving technology will have a larger consumer market, and automobile products equipped with intelligent driving technology will gradually become the standard for new energy vehicles. Further analysis by Southwest Securities points out that recently, policies related to intelligent driving have continued, and it is expected that the level of electrification and intelligence of the domestic automobile industry will continue to deepen. Tesla's FSD may enter the countdown to China, and the prosperity of the intelligent driving sector will continue to rise. In terms of investment opportunities, the domestic smart car industry is expected to accelerate development under the new vehicle cycle of Huawei cooperation. It is recommended to focus on the intelligent driving sector represented by the Huawei and Tesla industry chains.

According to the Finance Federation's theme library, among the relevant listed companies:

Zhejiang Shibao's main business is first-level support for automobile steering system assemblies and key components. The intelligent steering system provided by the company to automobile manufacturer customers can be applied to smart cars, autonomous vehicles and driverless cars.

Shenzhen City Communications has taken the lead and collaborated with various companies from BYD and Huawei to jointly build a “5G+ Internet of Vehicles pilot application environment construction and scenario test verification public service platform” to carry out in-depth cooperation in intelligent connectivity, vehicle road collaboration, and autonomous driving.