《大行》里昂:輔助駕駛國標料2027年實施 看好小鵬(09868.HK)理想(02015.HK)
國家工信部日前宣布就《智能網聯汽車組合駕駛輔助系統安全要求》強制性國標公開徵求意見,里昂發表研究報告指,該標準將成為中國L2級智能駕駛強制性國家標準,預計於2027年實施,新規將有助加強L2智能駕駛系統的安全措施,涵蓋多種場景的自動駕駛輔助系統(ADAS)功能,包括應對不同障礙物及與道路其他參與者的複雜互動。
該行認為,在國家推動反內捲的背景下,新國標為行業提供新的競爭要素,鼓勵車企透過技術迭代而非價格戰進行市場整合,預期新國準將提高安全測試要求,並規範駕駛員監測系統(DMS),從而提升行業准入門檻,預期具備智能駕駛技術基礎的車企,如擁有大量樣本數據及高算力者將更具優勢,當中較看好小鵬(09868.HK)(XPEV.US)及理想汽車(02015.HK)(LI.US)的先發優勢,以及比亞迪(01211.HK)及吉利(00175.HK)的資源整合能力,均予「跑贏大市」評級。
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