Auto parts stocks generally rose in early trading. As of press release, Zhejiang Shibao (01057) rose 16.97% to HK$2.55; Minshi Group (00425) rose 5.51% to HK$14.18; BOE Precision (00710) rose 5.49% to HK$5.76; and Wuling Motors (00305) rose 5.49% to HK$5.76.
The Zhitong Finance App learned that auto parts stocks generally rose in early trading. As of press release, Zhejiang Shibao (01057) rose 16.97% to HK$2.55; Minshi Group (00425) rose 5.51% to HK$14.18; BOE Precision (00710) rose 5.49% to HK$5.76; and Wuling Motors (00305) rose 5.49% to HK$5.76.
According to the news, according to reports, Tesla has passed key tests related to data security, and previous restrictions on Tesla use in various parts of the country are being lifted one after another. The passing of this key data security test is regarded by the market as an important breakthrough in the implementation of Tesla's FSD technology in China, and is expected to accelerate the development of Tesla's intelligent driving business in China.
According to the CITIC Securities Research Report, the FSD V12 is expected to open the “ChatGPT moment” for Tesla's intelligent driving. Minsheng Securities pointed out that 2024 will be an important year for the launch of NOA in Chengdu, and intelligent driving components such as domain controllers and smart driving sensors are expected to accelerate penetration. At the same time, the Huawei and Xiaomi industry chains can be expected to increase.
Furthermore, robot catalysis is intensive, and 2024 is expected to be the year of rapid breakthroughs in robot software technology and the first year of mass production of humanoid robots. I am optimistic that the industrial chain will go from “0” to “1.” Earlier, some analysts said that since the robot supply chain overlaps more than 60% with the automotive supply chain, robots will continue to reshape the entire automotive industry.