异动解读 | 智能驾驶概念热潮推动,中兴通讯盘中大涨5.02%

异动解读
Sep 18, 2025

今日盘中,中兴通讯(00763)股价大涨5.02%,成为市场焦点。这一涨幅远超早间报道的2.05%,显示出投资者对该股的持续看好。

消息面上,工业和信息化部最近公开征求《智能网联汽车组合驾驶辅助系统安全要求》强制性国家标准意见。该标准旨在构建智能网联汽车产品的安全基线,涵盖了人机交互、功能安全和预期功能安全、信息安全、数据记录等全方位安全技术要求。这一政策动向激发了市场对智能驾驶产业前景的期待,带动相关概念股普遍走强。

作为国内领先的通信设备制造商,中兴通讯在5G和物联网领域具有深厚积累,有望在智能网联汽车领域发挥重要作用。国海证券最新研报指出,车企与解决方案供应商的战略合作正在推动智能化渗透率进一步普及。市场普遍认为,中兴通讯有望凭借其技术优势,在这一快速发展的领域中获得新的增长机遇,这或许是推动其股价大幅上涨的主要原因。

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