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[Brokerage Focus] CITIC SEC: Advanced intelligent driving accelerates penetration, the Hardware Industry Chain benefits deeply.
Jin Wu Financial News | CITIC SEC stated that with BYD's high-level autonomous driving solutions exceeding expectations, the bank estimates that in 2025, the sales volume of BYD's high-speed NOA models will reach nearly 3 million units, and the sales volume of urban NOA models will reach 460,000 units, corresponding to penetration rates of 60% and 9%, respectively. The total sales volume of high-level intelligent driving models is expected to reach 3.46 million units, with a penetration rate of 69%, a significant increase from the 7.2% in 2024. Additionally, the bank believes that edge AI is the core investment theme for 2025, with intelligent upgrades in the automotive sector centered around BYD being an important direction. From entry-level assistive driving to high-level intelligent driving, the bank recognizes.
Nanfang Black Sesame Group (2533.HK): The net income attributable to the parent for 2024 is not less than 0.1 billion yuan, compared to NVIDIA as benchmarked by UBS Group.
Recently, the overseas autonomous driving chip giant Mobileye announced its annual performance.
Despite Lower Earnings Than Three Years Ago, Nanfang Black Sesame GroupLtd (SZSE:000716) Investors Are up 135% Since Then
Black Sesame International Launches New Share Placing to Bolster Financial Position
Express News | Black Sesame International - to Place 53.7 Mln Placing Shares at HK$23.20 per Placing Share
Express News | Black Sesame to Sell 50.3 Mln Shares in Accelerated Bookbuild, Term Sheet Says
