华西证券：“萝卜快跑”商业化落地突破，Apple Intelligence迎来爆发元年

智通财经07-16

智通财经APP获悉，华西证券发表研报称，百度“萝卜快跑”无人驾驶网约车在武汉市订单量大幅增长。“萝卜快跑”已在武汉投放超过400辆无人驾驶汽车，根据此前披露的信息，至2024年底，预计“萝卜快跑”将在武汉实现收支平衡，并在2025年全面进入盈利期。WWDC大会上，苹果正式推出个人智能化系统Apple Intelligence，表示将深度集成于iOS 18等新一代的系统中，这一战略不仅标志着苹果在...

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Intelligence战略对市场信心的提振，苹果公司股价于7月8日创下历史新高。(一)车路云一体化赋能，自动驾驶挑战传统出行车路云一体化赋能，行业规模持续扩大，整体呈平稳上升的趋势。随着技术的发展，降本可行性的提升自动驾驶行业正处于快速发展时期，自动化技术在日常生活中普及度加深，消费者对自动驾驶技术的接受度也在逐渐提高，自动驾驶成为消费者购车时的考量因素，国家通过出台多项政策为智能驾驶行业指明战略方向，明确当前自动驾驶应该朝着车路云一体化方向发展。近日，百度“萝卜快跑”无人驾驶网约车在武汉市订单量大幅增长。“萝卜快跑”已在武汉投放超过400辆无人驾驶汽车，根据此前披露的信息，至2024年底，预计“萝卜快跑”将在武汉实现收支平衡，并在2025年全面进入盈利期。萝卜快跑已于11个城市开放载人测试运营服务，并且在北京、武汉、重庆、深圳、上海开展全无人自动驾驶出行服务测试。北京上海继续推进无人驾驶商业化进程：2024世界人工智能大会上，上海发放首批无驾驶人智能网联汽车示范应用许可，即“完全无人载人车牌照”，四家获证企业可在上海浦东部分路段实现全无人载人的车辆应用;北京市经信局发布《北京市自动驾驶汽车条例(征求意见稿)》，拟支持自动驾驶汽车用于城市公共电汽车客运、网约车、汽车租赁等城市出行服务。(二)电力领域新方向：装机增长与绿色转型7月11日，国家电网有限公司发布《国家电网有限公司服务新能源发展报告2024》指出，2023年国家电网经营区新能源并网消纳主要呈现四个特点：装机规模再上新台阶;经营区全年新增风光新能源装机容量2.26亿千瓦;新增规模约为2023年底美国新能源累计装机的80%、德国的1.5倍;分布式电源成为增长主体。2024年上半年，国家电网经营区新能源继续保持快速增长、高效消纳的良好态势。新增风光新能源装机规模9615万千瓦，同比增长18%。新能源发电量7344亿千瓦时，同比增长18%。新能源利用率96.2%，继续保持较高水平。7月10日，中国电力企业联合会发布《中国电力行业年度发展报告2024》。报告显示，在电力生产供应方面，电力绿色转型提速, 截至2023年底，非化石能源发电装机容量157541万千瓦，同比增长24.1%，占总装机容量比重首次突破50%，达到53.9%。《报告2024》预计，2024年全国全社会用电量增速将接近2023年，新能源新增装机将保持快速增长，电力供应能力继续提升，全国电力供需形势将呈现总体平衡态势。(三)苹果股价创新高，Apple Intelligence迎来爆发元年苹果公司股价于7月8日创下历史新高，市值接近3.5万亿美元，超越微软成为美股市值第一。4月初至今，苹果股价飙升超过30%，而标普500指数同期仅上涨约5%，背后动力主要来自Apple Intelligence战略对市场信心的提振。在6月11日的WWDC大会上，苹果正式推出个人智能化系统Apple Intelligence，表示将深度集成于iOS 18等新一代的系统中，这一战略不仅标志着苹果在人工智能领域的深度布局，更预示着其对未来科技趋势的精准把握。根据TechInsights的数据， 2024年一季度，iPhone出货量同比下降11%，全球智能手机出货量却同比增长9.7%。AI技术的融入，有望为苹果的手机业务带来新的活力。(四)投资建议受益标的：算力： 1、国产链：恒为科技、开普云、泰嘉股份、神州数码、中科曙光、高新发展等;2、英伟达链：淳中科技、工业富联、麦格米特等。AI应用：金山办公、科大讯飞、福昕软件、佳发教育、金桥信息、汉仪股份、 拓尔思、慧辰股份。电力IT：科远智慧、国能日新、东方电子、安科瑞、国网信通。鸿蒙/华为 AI 应用：润和软件、软通动力、润达医疗、科远智慧、能科科技。端侧 AI：软通动力、华勤技术、九联科技、智微智能、中科创达。低空：新晨科技、莱斯信息、四川九洲。财税 IT：中科江南、博思软件、税友股份等。风险提示：政策推进不及预期的风险、宏观经济下滑风险、核心技术研发不及预期的风险、中美贸易摩擦升级的风险。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product 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