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港股异动 | 汽车股集体上涨
格隆汇12月22日丨隔夜美股新能源汽车股集体反弹上涨,其中小鹏汽车涨近11%,蔚来涨7%,理想汽车涨6%,特斯拉涨4%,带动港股汽车股集体走强,小鹏汽车涨6%,长城汽车,比亚迪股份,理想汽车涨2%,吉利汽车,雅迪控股,北京汽车,广汽集团涨1%。另外,中信证券认为,汽车电动化将驱动系统从传统“发动机+变速箱”转化为“电池+电机+电控”,供应链从封闭转向开放,中国电动化供应链已凭借成本优势实现出海。未来智能化成为行业竞争胜负手,中国车企有望凭借先发优势与快速迭代,持续扩大对海外车企的领先优势,为海外市场拓展奠定坚实基础。而从GitHub上自动驾驶相关项目看,L3场景项目占比已达50.3%;2022年自主品牌车型中,L3级批量落地,且价格带首次下探至20-50万区间。在技术成熟、场景扩容及L3车型量产落地背景下,高级别自动驾驶商业发展预期有望爆发,建议关注整车厂中自动驾驶综合实力领先的小鹏汽车-W、吉利汽车、蔚来汽车,以及L3渗透预期爆发带来价值量边际变化最大的增量传感器激光雷达。

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