On September 5th, Tesla released a roadmap and is expected to launch its Full Self-Driving (FSD) system in China and Europe in the first quarter of 2025, pending regulatory approval.

With the advent of the era of intelligent automobiles, advanced intelligent driving has become the focus of competition among major car companies. Both Huawei and Tesla are continuously making efforts in this field. Previously, multiple automobile brands including Mercedes-Benz, BMW, Zhiji, Changan, Juhu, Deep Blue, Avita, Sokon, and BYD announced that they have obtained L3 autonomous driving test licenses. According to the forecast data from China Industrial Information Network and Consulting, it is expected that the market space for intelligent driving will reach 400 billion by 2025. Analyst Ma Liang from Anxin Securities believes that with the recent release of several policies to support the development of intelligent driving and the efforts of car companies to promote urban NOA implementation, the inflection point of the intelligent driving industry has arrived. It is recommended to pay attention to related opportunities.

According to the Financial Data Center, among related listed companies:

VanJee Technology's roadside intelligent perception system integrates sensing devices such as lidar, mmWave radar, and AI cameras. It utilizes edge computing technology to analyze and process perception information, and through 5G/V2X communication, it transmits information to surrounding vehicles, mobile terminals, and the cloud with extremely low latency, achieving collaborative interaction between the car, the road, the cloud, and the map.

Xingmin Intelligent Transportation Systems has made relevant layouts in the field of autonomous driving based on the company's technology and product foundation. The company has cooperation with Baidu.