Hong Kong stock concept tracking | Autonomous driving welcomes its explosive period. Institutions pay attention to investment opportunities of related electronic components manufacturers (with concept stocks).

It has been reported that the Trump transition team has told advisors that they plan to make the federal framework for fully autonomous vehicles one of the top priorities for the US Department of Transportation. The Trump transition team plans to make the federal framework for fully autonomous vehicles a top priority for the Department of Transportation. This move will directly benefit Tesla, Inc. CEO Elon Musk, who has bet the future of Tesla, Inc. on autonomous driving technology and artificial intelligence, and has become an important figure in Trump's inner circle. Reports indicate that Tesla, Inc. is planning to deploy a large number of vehicles without steering wheels or pedals, but current federal regulations present a major obstacle to Tesla, Inc.'s plans. At a recent earnings conference, CEO He Xiaopeng stated that XPeng, Inc. ADR Sponsored Class A will enter a strong product cycle next year, launching multiple models with strong AI capabilities and strong autonomous driving capabilities. "In 2025, XPeng, Inc. ADR Sponsored Class A will make a leap forward in both autonomous driving and vehicle intelligence." said He Xiaopeng, Chairman and CEO of XPeng, Inc. ADR Sponsored Class A. "In 2024, almost all car companies are extensively promoting L2++ level advanced intelligent driving, it can be confidently said that intelligent assisted driving or autonomous driving is entering a new period of growth. Our goal is to become a leader in global advanced intelligent driving." Recently, Gu Huinan, General Manager of GAC AeV New Energy Vehicle Co., Ltd., said, "We have taken the lead in launching the Ambarella, Inc. Wang Long and An RT in the 150,000 to 200,000 RMB price range, all equipped with advanced intelligent driving features using LiDAR technology, which can achieve urban NDA, mapless global mobility, and are committed to accelerating the popularization of advanced intelligent driving." Guoyuan released a research report stating that Tesla, Inc. expects the Robotaxi to be produced in 2026 and mass-produced in 2027. If approved by China and Europe in Q1 of 2025, Model 3/Y will be the first to experience autonomous driving capability and may have the potential to become a driverless taxi. Other new energy vehicle manufacturers are following suit with Robotaxi, which is expected to drive demand for electronic components such as in-vehicle cameras, storage chips, wireless charging modules, SoCs, smart cabins, and PCBs. Companies in the autonomous driving industry chain: HORIZONROBOT-W (09660): According to data from the High Intelligence Automobile Research Institute of HorizonROBOT-W, HorizonROBOT-W ranked first in the Chinese market for self-branded passenger cars equipped with intelligent driving solutions in the first half of this year with a market share of 28.65%; in the front-view integrated computing solution market (L2ADAS), HorizonROBOT-W ranks first with a market share of 33.73%. Caitong pointed out that HorizonROBOT-W's revenue is mainly from automobile solutions, with accumulated models exceeding 270 in the first half of this year. BLACK SESAME (02533): In the first half of 2024, thanks to the gradual increase in mass-produced models, automatic driving navigation (NoA) has begun to be mass-produced in some models and cities, and the chip, algorithm, software, and tool chain have matured, the group has made significant progress in the field of automatic driving and intelligent automobile solutions. In the first half of 2024, overall revenue increased by 69.2% compared to the same period last year, and a large breakthrough was made in the in-hand order, commercialization process is accelerating, and core advantages in the field of automatic driving chips are becoming more prominent. ROBOSENSE (02498): In the first half of this year, ROBOSENSE sold approximately 243,400 LiDAR units, an increase of 415.7% year-on-year, with approximately 234,500 units sold for in-vehicle LiDAR, an increase of 487.7% year-on-year. In the second quarter of 2024, ROBOSENSE sold approximately 123,000 LiDAR units, with approximately 118,300 in-vehicle LiDAR units sold. As of June 30, 2024, the total cumulative sales of LiDAR units were approximately 583,500, with in-vehicle LiDAR cumulative sales of approximately 518,300 units. IMOTIONAUTOTECH (01274): IMOTIONAUTOTECH is a Chinese provider of autonomous driving solutions, focusing on the autonomous driving domain controller. The company has a commercial L2 to L2+ level autonomous driving solution (L2+ is not an official classification under SAE standards) and is developing L2 to L4 level autonomous driving solutions for OEMs. NEXTEER (01316): The company and its subsidiaries (referred to as the Group) mainly engage in designing and manufacturing steering and power transmission systems, advanced driver-assistance systems (ADAS) and autonomous driving (AD) solutions for automobile manufacturers and other automotive-related companies.