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國泰君安:特斯拉FSD有望入華,加速智駕行業發展
國泰君安研報表示,特斯拉FSD入華,鮎魚效應下智能駕駛行業發展將再加速。2019年特斯拉上海工廠投產,開啟國產化,加速中國新能源汽車行業的產業化,帶動本土造車新勢力和傳統車企轉型,培育了大量國產新能源汽車供應商。特斯拉FSD入華,有望複製電動車的鮎魚效應,促進國內智能駕駛行業的產業化,帶動本土智能駕駛整車廠和供應鏈。2023—2024年國內高階智駕快速放量,蓋世汽車研究院配置數據顯示,2023年國內NOA功能累計搭載量已經達到了94.5萬輛,其中高速NOA和城市NOA搭載量分別為70.7萬輛和23.8萬輛。FSD入華有望加速高階智駕的搭載,推動自動駕駛的產業化發展。
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