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智能驾驶产业事件催化不断 机构看好板块性投资机会

Intelligent driving industry events are catalyzing, and institutions are optimistic about sector investment opportunities

cls.cn ·  May 22 07:46

Societe Generale Securities said it is optimistic about the progress and investment opportunities of the intelligent driving industry. Judging from the pace of investment, Tesla is the anchor of intelligent driving. FSD's subsequent progress may exceed expectations. There may be many eventful catalysts during the year, and the intelligent driving sector has sector opportunities.

Volvo and Aurora are collaborating to launch a mass-producible autonomous truck. The autonomous version of the truck is equipped with a range of sensors and cameras, and is equipped with Aurora's Level 4 autonomous driving solution, which allows the truck to operate unmanned. The president of Volvo Autonomous Driving Solutions mentioned in a statement that this truck is the first model of Volvo's standardized global autonomous driving technology platform.

Societe Generale Securities said it is optimistic about the progress and investment opportunities of the intelligent driving industry. Judging from the progress of the industry, Tesla's intelligent driving progress accelerated after FSD V12, and the model based on the end-to-end architecture is a clear industry trend. Judging from the pace of investment, Tesla is the anchor of intelligent driving. FSD's subsequent progress may exceed expectations. There may be many eventful catalysts during the year, and the intelligent driving sector has sector opportunities.

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

Wanji Technology said that in the field of autonomous driving, the company's roadside intelligent sensing system integrates sensing devices such as lidar, millimeter wave radar, and AI cameras to transmit information to surrounding vehicles, mobile terminals and the cloud to achieve “car-road-cloud-map” collaborative interaction.

Xingmin Zhitong empowers driverless driving through connected products and test system services. Patented products include 5G+V2X T-BOX, full-stack software and hardware solutions for vehicle-road collaboration systems, and driverless road testing and simulation test systems.

The translation is provided by third-party software.


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