金吾财讯 | 智能驾驶概念板块局部走强，截至发稿，赛力斯（09927）涨6.04%，知行科技（01274）涨4.42%，喜相逢集团（02473）涨3.90%，佑驾创新（02431）涨3.36%，拿森科技（02261）涨1.33%，吉利汽车（00175）涨1.24%。消息面上，中信证券指出，2026年上半年国内乘用车城市NOA渗透率升至20.9%，拉动中大算力智驾芯片、城市NOA软件、激光雷达、智驾域控等产品出货量快速增长，相关头部企业收入显著提升。伴随智驾平权持续推进，机构测算2025年国内城市NOA、高速NOA渗透率分别为14%、15%，预计2026年将达到23%、16%。同时L4自动驾驶商业化提速，多家企业标杆项目已经实现盈利，持续探索轻资产落地模式与海外拓展。展望2026下半年，汽车智能化产业链企业将持续加大研发、落地新产品，行业具备增长机会。中信证券建议关注三大主线：智能驾驶头部软硬件供应商、RoboX龙头、智驾研发进度领先的车企。
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