Tracking of Hong Kong stocks concept | Positive news stimulus continues! The development of the unmanned driving industry is accelerating (with concept stocks)

Recently, the driverless driving field continues to receive favorable policies. The General Office of the People's Government of Guangdong Province issued the "Implementation Opinions on Accelerating the High-Quality Construction of Digital Society in Guangdong Province," which mentioned expanding the operating area of driverless public transportation, expanding the scope of intelligent connected vehicle road testing and demonstration applications, and encouraging navigation, online car-hailing, smart parking, and other digital transportation service platforms to provide smart integrated transportation services. According to the national recommended standard "Automotive Driving Automation Classification" approved and published by the State Administration for Market Regulation and the National Standardization Management Committee, automotive driving automation is divided into six levels from L0 to L5. Among them, Level 3 corresponds to the stage of "conditionally automated driving." Compared to L0-L2, Level 3 has reached the threshold of automated driving. On December 15, 2025, the official website of the Ministry of Industry and Information Technology announced that two designated models from Beijing and Chongqing obtained formal conditional approval from the Ministry of Industry and Information Technology to conduct on-road testing of Level 3 automated driving; On December 20, the first official license plate for Level 3 automated driving was issued in Chongqing; On December 23, Beijing issued the first batch of specialized license plates for Level 3 highway automated driving vehicles. In addition, according to media reports, two Tesla Model Y driverless cars were found driving on public roads in Austin, Texas, USA. Tesla CEO Musk confirmed that the company is currently testing driverless taxis without human safety officers. Haitong International analysis pointed out that with the continuous verification of Tesla's Robotaxi and the institutionalized implementation of Chinese Level 3 models, the industrial inflection point of advanced automated driving is accelerating. In the medium to long term, global regulatory agencies are continuously loosening their support for the commercialization of intelligent driving cars at the policy level. In addition to China and the United States, in March 2025, the European Commission published the "Automotive Industry Action Plan," seeking to establish a "single market" for automated driving cars. In the Middle East, the UAE government has also formulated a series of policies to promote the development of automated driving cars. In addition, overseas countries such as the UK, Japan, and Singapore have gradually introduced clear regulatory frameworks. Cinda pointed out that the domestic regulations on intelligent connected vehicles are continuously improving, and the industry development environment is gradually becoming standardized. At the same time, domestic brands are accelerating the research and development of intelligent driving technology, and the penetration rate of industry intelligent driving continues to increase. At the level of advanced automated driving, Robo-X continues to land, and the market size of Robotaxi in 2030 is expected to reach 270 billion yuan, and unmanned logistics vehicles are gradually landing, with the incremental value of China's unmanned driving logistics vehicle industry expected to rise to 594.8 billion yuan by 2030. ABC Securities stated that it is expected that 2026 will be a window for the joint breakthrough of the maturity of advanced intelligent driving technology in automobiles, policies and regulations, user acceptance, and business models. Believing that leading car companies with self-developed capabilities such as algorithms, data loops, etc., will directly benefit from the value enhancement of intelligence. Relevant concept stocks Ningbo Joyson Electronic Corp. (00699): On December 19, 2025, Ningbo Joyson Electronic Corp.'s Jilun Zhixing and Sinian Zhi Jia signed a strategic cooperation agreement. The two parties will rely on their respective resource advantages to deepen cooperation in core areas such as L4 intelligent driving solutions in limited scenes, domain-specific intelligent control, and their commercial applications. At present, the intelligent digital management platform developed jointly by the two parties based on "V2X + L4 intelligent driving + intelligent cloud dispatching" has been put into use and operates stably at the Ningbo Zhoushan Port. CAOCAO INC (02643): In February 2025, the company's autonomous driving platform "Caocao Zhixing" was officially launched, marking the substantive promotion stage of the Robotaxi business; Starting in April, the deployment of a new generation of Robotaxi began. This model adopts Geely's latest redundant architecture design, deeply integrating Caocao Zhixing's automated dispatching, remote safety protection capabilities, forming an integrated autonomous driving operation platform. HORIZONROBOT-W (09660): Recently, Horizon Siasun Robot & Automation and ZFGroup announced that they will jointly develop an SAE Level 3 intelligent driving system for the Chinese market. ZF will provide its ProAI platform and system-level architectural design, responsible for hardware platforms, vehicle integration, and safety verification; Horizon will provide the Journey6P chip (J6P, computing power >1,000 TOPS) and a complete software algorithm stack. The system has currently been designated by mainstream Chinese vehicle manufacturers and is expected to achieve mass production in 2026. XPENG-W (09868): On January 8, 2026, Xpeng Motors elaborated on its "Physical AI" strategy and clear mass production plans during a new product launch event, including using the industry's first second-generation VLA large model with preliminary L4 capabilities, which will be rolled out to multiple new models in the first quarter of 2026; and starting operations of Robotaxi in 2026, etc.