港股异动 | 部分智驾概念股表现强势浙江世宝(01057)盘中涨超15% 文远知行-W(00800)现涨超6%

智通财经

Mar 05

智通财经APP获悉，部分智驾概念股表现强势，截至发稿，浙江世宝(01057)涨7.96%，报6.24港元；文远知行-W(00800)涨6.2%，报17.29港元；速腾聚创(02498)涨3.71%，报34.14港元；小鹏汽车-W(09868)涨2.9%，报63.95港元。

消息面上，全国人大代表雷军建议，完善多方协同治理体系，共建智驾时代交通安全体系。其中建议，将L2级辅助驾驶“脱手脱眼”纳入交通违法处罚，同时尽快明确L3/L4级智驾安全准则。全国人大代表长何小鹏提出，全栈自研物理AI体系可实现技术复用，建议加大端侧大模型支持、构建产业技术底座，在全球竞争层面，将中国车路云一体化发展的实践转化为国际标准，让中国方案走向世界。

国金证券发布研报称，26年智驾平权趋势非但不会放缓，而是会进入2.0阶段，城市NOA开始走向千家万户，背后的原因在于：过去2-3年智驾景气度的本质来源是新能源车内卷背景下的主机厂增配，这一强大的供给端驱动力在2026年依然存在并且增强；小鹏Mona已经证明10-20w低价格带消费者对优质智驾功能同样具有需求。在供给和需求双重驱动力下，2026年城市NOA硬件配置渗透率有望从2025年16%提升至25%，全年搭载城市NOA功能硬件配置销量有望达到545万，同比增速超过50%。

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