HK Stock Market Move | IMOTIONAUTOTECH (01274) surged more than 20% intraday, with institutions pointing to the acceleration of supply-side product iteration brought by "intelligent driving equal rights."

IMOTIONAUTOTECH (01274) surged more than 20% during the trading day, and as of the time of writing, it was up 18.26% at HK$14.38, with a trading volume of HK$66.0998 million. On the news front, at the 2025 International Consumer Electronics Show (CES 2025), AI big models have been widely applied in intelligent cabins, vehicle control, especially in the field of autonomous driving, bringing disruptive changes to the industry. The autonomous driving industry is showing clear signs of recovery and moving towards a turning point in technology breakthrough and commercialization. China Galaxy Securities believes that looking ahead to 2025, high-level intelligent driving will enter an accelerated popularization period, the "equal rights to smart driving" will accelerate product iteration on the supply side, market supply will continue to enrich, and the intelligent driving big models will demand higher research and development investment, potentially leading to an increase in industry concentration. Soochow pointed out that the company, through self-developed algorithms and hardware-software synergy, has become an excellent supplier of autonomous driving solutions in China, with products covering a wide range of vehicle models from low-end to high-end, capable of achieving L2 to L2++ level autonomous driving. The level of intelligent driving ranges from low to high with the iFC series, iDC series, and SuperVisionTM. CITIC SEC stated that in the field of intelligent driving and embodied intelligence, the advancement of automotive intelligent driving technology will drive related applications from being "usable" to "user-friendly", and it is expected that the penetration rates of L2+ intelligent driving in 2024 and 2025 will reach 14% and 30% respectively.