Hong Kong stock concept tracking | "vehicle-road cloud integration" policy is bullish with frequent releases, the trillion-dollar market is expected to usher in a booming period (with concept stocks).

CITIC Securities pointed out that as regulations for self-driving industry on both national and local levels gradually improve, each link in the industry chain is expected to accelerate technology research and development and product deployment, benefiting the intelligent automotive industry chain.

Zhitong FinanceJul 17 19:45 ET

[Brokerage Focus] Haitong Securities maintains a "outperform" rating for Nexteer (01316), indicating that the incentive plan is expected to improve the company's management efficiency.

Haitong Securities released a research report stating that Nexteer (01316) has launched an incentive plan that will 1) align the interests of senior management with company objectives, and 2) provide additional financial incentives to senior management. A total of 12 senior management members were awarded 5.5792 million incentive units, including 4.1844 million performance-based units and 1.3948 million restricted units. These units are equivalent to a total cash value of 3.4025 million US dollars. The performance indicators mainly assessed include the "total shareholder return" (roughly equal to the increase in stock price plus dividend yield) and its ranking relative to peer companies during the assessment period.

金吾財訊Jul 17 03:00 ET

[Brokerage Focus] Bocom Intl indicates that this year's policies provide stronger support for the autonomous driving industry.

Bocom Intl's research report shows that with Baidu's departure, consumer attention to autonomous driving has significantly increased. On the policy side, the bank believes that this year's policies have significantly greater support for the autonomous driving industry. At the technical level of autonomous driving, end-to-end solutions may further break through the technology. New forces since this year have also been actively following the end-to-end autonomous driving model. A group of leading car manufacturers and intelligent driving technology companies have invested in R&D for end-to-end systems, and have successively disclosed their production plans in the past six months. As car makers' models move towards higher levels of intelligent driving, they will drive growth.

金吾財訊Jul 16 20:45 ET

Hong Kong stock market anomaly | Nexteer (01316) rose more than 5%, industry performance forecast frequently reported good news, and autonomous driving ushered in intense catalysis.

Zhixin Finance learned from the app that Nexteer (01316) rose more than 5% and as of the time of publishing, it rose 5.11% to HK$3.7 with a turnover of HK$19.8473 million. On the news front, various local policies have accelerated the landing of intelligent driving, and orders for Roborunner have risen rapidly. Guotou Securities points out that Robotaxi is expected to appear in the 'Kaesong Movement', focusing on the automatic driving industry chain. The expected release of the Tesla Robotaxi in October is expected to lead the direction of industry development and is the next heavyweight catalyst for Robotaxi. In addition, according to Databao statistics, there are 15 auto parts industry chains as of July 9.

Zhitong FinanceJul 14 22:19 ET

Nexteer Automotive Group Limited (HKG:1316) Not Flying Under The Radar

Simply Wall StJul 13 20:56 ET

[Brokerage Focus] Citic Sec points out the gradual turning point for L4 autonomous driving commercialization.

CITIC Securities stated that the commercialization of L4 autonomous driving is gradually turning the corner. Recently, high-level autonomous driving is facing intensive catalysis. On the policy side, the country and various regions are orderly promoting legislation and pilot work. Among them, the Beijing Municipal Economic and Information Bureau's "Beijing Autonomous Driving Car Regulations (Consultation Draft)" provides a relatively complete, clear, and predictable system specification for the operation of L3/L4 autonomous driving, which is expected to play a demonstration effect in the capital. In terms of the industry, Baidu's Luobo Kuaipao is being widely deployed in Wuhan, with plans to complete deployment of thousands of units within the year and is expected to achieve overall profitability by 2025; cost reductions and efficiency improvements.

金吾財訊Jul 11 03:27 ET