智能驾驶概念午盘走强 禾赛(02525)涨近13% 机构指RoboX商业化奇点已至

金吾财讯
Apr 27

金吾财讯 | 智能驾驶概念午盘走强,禾赛-W(02525)涨12.95%,文远知行-W(00800)涨7.52%,中兴通讯(00763)涨5.12%,黑芝麻智能(02533)涨4.55%,比亚迪股份(01211)涨4.25%,舜宇光学科技(02382)涨3.78%,百度集团-SW(09888)涨3.54%,曹操出行(02643)涨3.13%。

国联民生证券指出,政策端,2020年起国务院及部委密集出台支持政策,制度保障日益完善;供给端,乘用车L2及以上智能化功能渗透率快速提升,推动激光雷达、计算芯片等核心零部件规模化量产,成本降幅显著;需求端,降本增效、安全提升与劳动力短缺等多重因素共同催生对智能驾驶的强烈需求。RoboX凭借其在不同运输场景下的独特价值,成为引领本轮产业变革的核心力量,商业化奇点或已至。

RoboX产业化加速推进:政策端驱动强劲,国家层面支持措施为规模化落地奠定制度基础;需求端源于降本增效的迫切需求驱动,显著降低运营成本。供给端技术突破显著,核心硬件成本持续下降,推动规模化落地。RoboX正从技术验证迈向商业闭环,预计2026-2027年渗透率快速提升,释放千亿级市场潜力。研报认为,自动驾驶解决方案商与运营商将直接受益于RoboX规模化商用,盈利模型拐点已现。

投资方面,推荐文远知行、曹操出行、小鹏汽车,建议关注千里科技;另外,智能化零部件公司也将具备一定业绩弹性,推荐地平线机器人、伯特利德赛西威经纬恒润黑芝麻智能,建议关注瑞立科密知行科技

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