智通财经APP获悉，部分智驾概念股早盘走高，截至发稿，浙江世宝(01057)涨6.32%，报5.89港元；耐世特(01316)涨6.21%，报7.7港元；佑驾创新(02431)涨2.6%，报13.79港元；敏实集团(00425)涨1.56%，报43港元。
消息面上，2月13日，工信部公开征求《智能网联汽车 自动驾驶系统安全要求》等五项强制性国家标准。此外，上海市智能网联汽车测试与示范推进工作小组近日编制发布《上海市智能网联汽车发展报告（2025年度）》。截至去年年底，全市累计开放3173条5238.82公里自动驾驶测试道路。
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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