According to a research report from BOCOM INTL, with the popularity of Baidu's autonomous driving technology, consumers' attention to autonomous driving has significantly increased. From a policy perspective, the bank believes that this year's policies will provide stronger support for the autonomous driving industry. At the technical level of autonomous driving, end-to-end solutions may further advance autonomous driving technology. Since the beginning of this year, new forces have been actively following up on end-to-end autonomous driving models. A batch of leading vehicle manufacturers and intelligent driving technology companies have invested in the research and development of end-to-end systems, and have successively disclosed their plans for mass production in the past six months.
As vehicle manufacturers move towards higher-level intelligent driving models, there will be increased demand for hardware such as intelligent cockpits, sensors, and wire control systems. The bank recommends focusing on companies that are involved in the production of autonomous driving sensors, such as Huizhou Desay SV Automotive (002920 CH) and Suteng Innovation Technology (02498); car networking terminal production such as Huizhou Desay SV Automotive and Beijing JWGB IoT Technology (688326 CH); and wire control systems such as Ningbo Tuopu Group (601689 CH), Bethel Automotive Safety Systems (603596 CH), and Nexteer (01316).