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上海申银万国证...
Mar 12

希迪智驾(03881)深度:技术领跑,无人矿卡迎东风——智联汽车系列深度之46矿区无人驾驶:“刚需”的智驾场景,行业进入壁垒高,先发者具备优势。(1)渗透率提升驱动:七部委明确2026 年煤矿危险繁重岗位无人机器人替代率分别不低于30%;矿区无人驾驶已从“试点探索”逐步演化为提升矿业生产效率与安全水平的刚性需求。我国自动驾驶矿卡渗透率进入井喷期,从2024 年的7%预计提升至2026 年的24%,...

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