On February 10th at 19:30, BYD will hold an intelligent strategy conference at its headquarters in Shenzhen, according to an invitation letter. The invitation states: "BYD's Eye of the God of Heaven, pioneering a new era of intelligent driving."
Stimulated by this news, the intelligent driving concept has seen a surge. $BYD COMPANY(01211.HK)$ After yesterday's surge of over 11%, it rose again by 4.5% today.
Cathie Wood, also known as 'Wooden Sister', recently pointed out that autonomous driving may become the largest application field of AI in the next 5 to 10 years. Additionally, it is worth mentioning that DeepSeek-R1 has emerged, which may also have a profound impact on intelligent driving in the future.
Which companies in the Hong Kong and U.S. stock markets are worth paying attention to?
Intelligent driving has undoubtedly become the core driving force behind the transformation of the global automotive industry. Futu News has outlined the industry chain of the intelligent driving sector in the Hong Kong and U.S. stock markets for mooers' reference:
Specifically, these include:
(1) Auto manufacturers: $Tesla (TSLA.US)$ 、 $BYD COMPANY(01211.HK)$ 、 $XIAOMI-W(01810.HK)$ 、 $Xpeng Motors (XPEV.US)$ 、 Ideal autos (LI.US) 、 $NIO (NIO.US)$ And;
(2) Chips:
Including$nvidia (NVDA.US)$ 、$Qualcomm(QCOM.US)$ 、 $Intel (INTC.US)$ 、$Mobileye Global(MBLY.US)$. 、 $Nanfang Black Sesame Group and Intelligence (02533.HK)$ 、 $Siasun Robot&Automation-W(09660.HK)$ 、 $ZTE (00763.HK)$ ；
It is noteworthy that Nanfang Black Sesame Group announced today that its chips have been adopted by BYD and have been put into mass production, with specific details not being disclosed. Today, the stock surged over 40%. Similarly, in the Concept stocks, Horizon Robotics increased by more than 10%.
(3) Perception - Sensors Suppliers:
1. Camera: $SUNNY OPTICAL(02382.HK)$ 、 $Sony(SONY.US)$ 、 $PANASONIC CORP (PCRFY.US)$ ；
2. Lidar: $SpeedTech Innovations (02498.HK)$ 、 $Hesai (HSAI.US)$ 、 $Ouster(OUST.US)$ 、 $Microvision(MVIS.US)$ 、 $Innoviz Technologies(INVZ.US)$ 、 $Luminar Technologies(LAZR.US)$ ；
3. Millimeter Wave Radar: $Autoliv(ALV.US)$ ；
4. 4D Imaging Radar: $Arbe Robotics (ARBE.US)$ 、 $Aeva Technologies(AEVA.US)$ ；
(4) High-precision mapping and positioning:
Including$baidu (bidu.us)$ 、 $ tencent (00700.HK)$ 、 $Mobileye Global(MBLY.US)$. 、 $Alphabet-A(GOOGL.US)$
(5) Communication:
Includes $CHINA MOBILE(00941.HK)$ 、 $ China United Network Communications (00762.HK)$ 、 $CHINA TELECOM(00728.HK)$ ；
(6) Autonomous Driving Solutions:
Includes $小马智行(PONY.US)$、 $TuSimple (TSPH.US)$ 、 $Aurora Innovation(AUR.US)$、 $文远知行(WRD.US)$、 $indie Semiconductor (INDI.US)$、 $Youjia Innovation (02431.HK)$、 $Siasun Robot&Automation-W(09660.HK)$ 、 $Tuya Inc (TUYA.US)$ ；
(7) Intelligent Driving Domain Control: $BYD ELECTRONICS(00285.HK)$ ；
(8) Algorithm: $baidu (bidu.us)$ Apollo, $Alphabet-A(GOOGL.US)$ 、 $小马智行(PONY.US)$ 、 $SENSING-W (00020.HK)$ ；
(9) Cloud Computing Service: $baidu (bidu.us)$ 、 $ tencent (00700.HK)$ 、 $alibaba(BABA.US)$ 、 $Microsoft (MSFT.US)$ 。
What do institutions think?
China Merchants' latest Research Reports also indicate that intelligence is gradually becoming a key competitive factor in the Autos Industry. Comparing it to the rapid development of Smart Phones that began in 2010, we believe that advanced intelligent driving is expected to enter a period of rapid growth in 2025. With the maturity of software and hardware algorithms, cost reduction of hardware solutions, increased consumer awareness, and intensified competition among car companies, it is estimated that in the next two years, advanced intelligent driving will quickly become widespread among 0.1-0.2 million models in the domestic market.
Open Source Securities point out that DeepSeek has developed a powerful model through algorithm optimization, demonstrating that it is possible to achieve world-class model performance levels with limited computing power. The various optimization methods of R1 are expected to be referenced by the intelligent driving industry. Currently, players in autonomous driving are promoting large language models and even visual language action models (VLA) to enhance the cognitive capabilities of intelligent driving algorithms. DeepSeek-R1 is expected to serve as an excellent teacher model to distill its performance to vehicle models, further improving their capabilities.
The institution also stated that DeepSeek-R1 is expected to catalyze intelligent cockpits. The cockpit is the carrier of AI Agents, and car manufacturers are exploring related application implementations. The R1 model is expected to provide a better cockpit interaction experience; the cockpit Agent will achieve unprecedented functional enhancements and is expected to give birth to new application scenarios. At the same time, its savings in computing power also make it easier for the model to be locally deployed in the cockpit, achieving a better experience.
Minsheng Securities pointed out that looking ahead to 2025, advancements in smart driving technology are expected to lower the barriers for hardware, bringing smart driving applications into the mainstream market of under 200,000 vehicles. Car manufacturers led by XPENG and BYD are expected to form a differentiated advantage through affordable intelligence and achieve an increase in sales by 2025.
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Editor/Somer
