金吾财讯 | 知行汽车科技(01274)涨8.41%，报23.85港元，领涨智驾板块，成交额1.19亿港元。消息面上，华龙证券表示，行业合力推动智驾平权，L3商用化加速多车企布局。智驾领域2025年有望迎来广度和深度双重拓展。广度方面，多车企跟进发布比亚迪智驾计划，合力推进智驾平权。零跑预计于2025年一季度实现城快及高架NAP全国覆盖，并计划于2025年下半年推出城区高阶智驾功能；极氪预计于2025年2月开启车位到车位的万人公测，并于4月开启全量推送。深度方面，国家正在对L3级自动驾驶立法展开讨论，预计2025-2026年L3级自动驾驶将实现大规模商用，各车企加速软硬件前瞻布局。极氪、小鹏等车企L3级自动驾驶均有望于2025年正式落地。高阶智驾功能普及以及L3级自动驾驶商业化落地有望给智驾系统中的芯片、域控制器、激光雷达和摄像头灯传感器灯环节核心供应商注入弹性。
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