金吾财讯 | 智能驾驶概念表现强势，鸿腾精密(06088)升7.58%，禾赛(02525)升6.43%，小马智行(02026)升6.36%，文远知行(00800)升5.42%，浙江世宝(01057)升4.51%，百度(09888)升2.54%。
广东省政府办公厅近日印发《广东省人工智能赋能交通运输高质量发展若干政策措施》，其中提出，加速推进智能网联汽车试点应用，支持各地市稳妥有序开放自动驾驶多场景道路测试应用、扩大高级别自动驾驶应用区域。以黄金内湾6市（广州、深圳、珠海、佛山、东莞、中山）为试点，推动跨市测试道路互联互通和测试结果及牌照互认，并逐步向其他城市拓展。支持广州、深圳建设国家“车路云一体化”应用试点城市。
信达证券指出，当前国内关于智能网联汽车的法规持续完善，行业发展环境逐步规范化。同时自主品牌加快智驾技术研发，行业智驾渗透率持续提升。在高阶自动驾驶层面，Robo-X持续落地，Robotaxi2030年市场规模有望达到2700亿元，且无人物流车逐步落地，2030年中国无人驾驶物流车产业产值增量有望升至5948亿元。
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