中信证券:监管加强行业规范,智驾头部公司有望受益

美港电讯
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【中信证券:监管加强行业规范,智驾头部公司有望受益】金十数据4月30日讯,中信证券研报表示,我们认为,产业链公司料将重点提升产品成熟度与安全性:1)资源投入方面,预计主机厂将进一步收敛软硬件架构,以保证产品成熟度,并加速数据收集;2)技术演进方面,能够提升系统鲁棒性的激光雷达有望加速渗透,功能边界明确、安全责任划分清晰的L3级别有条件自动驾驶也有望获得更多资源投入。重点推荐智驾行业的头部公司。

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