智通财经APP获悉，汽配股逆市走高，截至发稿，敏实集团(00425)涨5.85%，报39.06港元；德昌电机控股(00179)涨3.86%，报29.08港元；耐世特(01316)涨3.54%，报5.26港元；浙江世宝(01057)涨3.05%，报5.06港元。
消息面上，2026北京车展上，“龙虾上车”火爆。以理想汽车为代表的造车新势力，以斑马智能为代表的智舱AI公司，以地平线为代表的智驾AI公司，以中科创达为代表的软件交付公司等，纷纷发布或亮相车载龙虾方案。
开源证券发布研报称，2026年OpenClaw的问世给AI Agent打开想象空间，座舱领域交互变革已然到来，软件、应用、玩家都蕴藏诸多新机遇。伴随舱驾交互日益紧密，以及座舱AI日益成长的需求，叠加成本优势，舱驾成为大势所趋，供需两侧驱动下，产业有望持续升级。线控悬架开启规模化上车，线控转向、全主动悬架、EMB即将陆续量产。该行关注智驾产业链标的机会，感知、决策、执行以及运营环节均有望充分受益。
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