港股异动 | 佑驾创新(02431)早盘涨超9% 公司近期获得长安汽车平台化项目定点 助力行业反内卷

智通财经
Jul 23

智通财经APP获悉,佑驾创新(02431)早盘涨超9%,截至发稿,涨6.72%,报25.4港元,成交额5439.58万港元。

消息面上,佑驾创新上月发布公告,集团与重庆长安汽车股份有限公司(长安汽车)达成合作,获得旗下新能源自主品牌的主力车型定点。本月佑驾创新再获长安汽车平台化项目定点。

国海证券指出,头部厂商辅助驾驶解决方案逐步完善,在堆积AI能力发展趋势下,大算力芯片与模型的持续研发投入高,从经营有效性而言,车企不再强制主导辅助驾驶全栈自研,而是展开丰富的战略合作,推动智能化渗透率进一步普及。

有分析人士指出,佑驾创新将为长安SDA平台旗下多个自主品牌、多款主力车型提供辅助驾驶域控制器。该域控方案具有高度平台化特性,可灵活适配不同车型的智能化需求,这不仅显著缩短了主机厂的研发周期,还加速了ADAS前装量产落地。对于主机厂而言,集中资源与核心供应商深度合作,可通过技术复用降低边际成本,同时能加快多车型迭代速度,在电动化与智能化竞赛中抢占先机。对于供应商而言,平台化也在深刻重塑供应链端的竞争逻辑,尤其是在智能驾驶领域,平台化正成为破解行业“内卷”的关键。

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