中信建投:智驾产业链2026年展望

中信建投证券研究
Jan 02

随着智驾解决方案(算法及算力平台等)能力提升,行业从低阶辅助向高阶无人方向发展,当前C端乘用车智驾正从L2+大规模量产往L3突破,B端L4正从低速封闭场景向高速、复杂城区商业化突破。中信建投汽车研究团队推出【智驾产业链2026年投资机遇】系列研究:特斯拉引领物理AI产业变革,无人驾驶价值链及空间跃迁——2026年汽车端侧AI投资展望汽车2026年投资策略报告:智驾蓄力,机器人突破,汽车科技属性进阶...

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