There are reports specifically pointing out that the Trump transition team has informed advisors that they plan to make the federal framework for fully autonomous cars one of the top priorities of the usa Department of Transportation.

Trump's transition team plans to make a federal framework for fully self-driving cars a priority at the Department of Transportation. This move will directly benefit Tesla CEO Elon Musk, who has staked Tesla's future on self-driving technology and ai, and has become an important figure in Trump's inner circle.

Reports indicate that Tesla is planning to deploy cars without steering wheels or pedals on a large scale; however, current federal regulations pose significant obstacles to Tesla's plans.

He Xiaopeng stated at the earnings release conference that Xiaopeng Motors will enter a strong product cycle next year, launching multiple models with strong ai capabilities and strong self-driving capabilities.

"In 2025, Xiaopeng Motors will make leaps in both self-driving technology and overall vehicle intelligence," said He Xiaopeng, Chairman and CEO of Xiaopeng Motors.

In 2024, almost all auto companies will be promoting L2++ level advanced intelligent driving on a large scale, and it can be said with certainty that intelligent assisted driving or autonomous driving has entered a new explosive period. Our goal is to become part of the top tier in global advanced intelligent driving. Recently, Gu Huinan, the general manager of GAC Aion New Energy Automotive Co., Ltd., stated, "We were the first to launch Aion T-Rex and Aion RT in the 0.15 million to 0.2 million range, both equipped with lidar for advanced intelligent driving, capable of achieving urban NDA with comprehensive global mapping, dedicated to accelerating the popularization of advanced intelligent driving."

Guoyuan Securities released a research report stating that Tesla is expected to produce Robotaxi in 2026 and start mass production in 2027. If it passes the approval in Q1 of 2025 in China and Europe, Model 3/Y will be the first to experience self-driving capabilities, with a possibility of becoming self-driving taxis. Other electric vehicle manufacturers are following suit with Robotaxi, which is expected to drive demand for electronic components. On-board cameras, storage chips, wireless charging modules, SoC, smart cabins, and PCBs are expected to benefit.

Related enterprises in the autonomous driving industry chain:

Horizon Robotics -W(09660): According to the data from the Horizon Robotics High Intelligence Automobile Research Institute, in the first half of this year, Horizon Robotics ranked first in the Chinese market for independently branded passenger vehicles with intelligent driving solutions, with a market share of 28.65%; In the market for front-view integrated camera calculation solutions (L2ADAS), Horizon Robotics is ranked first with a market share of 33.73%. Caitong Securities pointed out that Horizon Robotics' revenue composition is mainly focused on automotive solutions, with over 270 models designated by the end of the first half of the year.

Nanfang Black Sesame Intelligence (02533): In the first half of 2024, benefiting from the gradual increase in mass-produced models, NoA (Navigation on Autopilot) has begun mass production in some models and cities, with chips, algorithms, software, and toolchains becoming increasingly mature. The group has made significant progress in the field of autonomous driving and smart automobile solutions. In the first half of 2024, overall revenue increased by 69.2% compared to the same period last year. At the same time, there has been a significant breakthrough in in-hand orders, with the commercialization process accelerating, and the core advantages in the autonomous driving chip field are becoming increasingly prominent.

Siasun Robot & Automation (02498): In the first half of this year, Siasun Robot & Automation sold approximately 0.2434 million units of lidar, a year-on-year increase of 415.7%. Among them, the sales of onboard lidar were approximately 0.2345 million units, a year-on-year increase of 487.7%. In the second quarter of 2024, the sales of lidar by Siasun Robot & Automation were approximately 0.123 million units, with onboard lidar sales of about 0.1183 million units. As of June 30, 2024, the historical total sales of lidar by Siasun Robot & Automation were approximately 0.5835 million units, with cumulative sales of onboard lidar reaching about 0.5183 million units.

Imotionautotech (01274): Imotionautotech is a Chinese self-driving solution provider focusing on autonomous driving controllers. The company has commercialized L2 to L2+ level self-driving solutions (L2+ level is not an official classification under the SAE(1) standard), and is developing L2 to L4 level self-driving solutions for original equipment manufacturers (OEMs).

Nexteer (01316): The company and its subsidiaries (collectively referred to as the Group) are mainly engaged in designing and manufacturing steering and power transmission systems, advanced driver assistance systems (ADAS), and automated driving (AD) systems as well as component business for auto manufacturers and other automotive-related companies.