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研報掘金丨財通證券:首予千里科技“增持”評級,開啟“AI+車”新篇章
格隆匯 05-19 16:05

財通證券研報指出,千里科技(601777.SH)從摩托車業務起家,隨後轉型進入新能源賽道,破產重組後引入資本,如今曠視科技創始人印奇加盟,開啟“AI+車”新篇章。高工智能汽車研究院監測數據顯示,2024年,中國市場乘用車前裝標配NOA交付197.47萬輛,同比+162.31%,前裝滲透率提升至8.62%;目前以NOA為代表的高階智駕搭載車型價格已下探至20-30萬元價位,高速NOA+輕量化城區LCC/記憶行車的功能組合有望在2025年繼續下探價位,滲透率有望持續提高。多方資源匯聚,有望加快智駕和Robotaxi業務落地AI+車趨勢下公司有望開啟新徵程。首次覆蓋,給予“增持”評級。

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