汽车与零部件行业：智驾平权促进智驾产业链渗透率快速提升

东方证券2025-02-07

比亚迪即将召开智驾发布会，推动高阶智驾功能向中低端车型渗透。比亚迪宣布将于2 月10 日晚举办智能化战略发布会，据活动邀请函，公司希望通过“天神之眼”，让每一个人都能畅享高阶智驾。2024 年12 月底，比亚迪高阶智驾辅助系统“天神之眼”在全国范围内正式开通无图城市领航(CNOA)功能，预计后续比亚迪将加速推动高阶智驾功能向中低端车型渗透。特斯拉无人监督FSD 即将于年内落地，预计将促进智能驾驶...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2509624187?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-07 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2509624187","market":"sh","top_or_hot":-1,"title":"汽车与零部件行业：智驾平权促进智驾产业链渗透率快速提升","media":"东方证券","content":"<div>\n<p>比亚迪即将召开智驾发布会，推动高阶智驾功能向中低端车型渗透。比亚迪宣布将于2 月10 日晚举办智能化战略发布会，据活动邀请函，公司希望通过“天神之眼”，让每一个人都能畅享高阶智驾。2024 年12 月底，比亚迪高阶智驾辅助系统“天神之眼”在全国范围内正式开通无图城市领航(CNOA)功能，预计后续比亚迪将加速推动高阶智驾功能向中低端车型渗透。特斯拉无人监督FSD 即将于年内落地，预计将促进智能驾驶...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250207114625abc5883a&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汽车与零部件行业：智驾平权促进智驾产业链渗透率快速提升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汽车与零部件行业：智驾平权促进智驾产业链渗透率快速提升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-07 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250207114625abc5883a&s=b><strong>东方证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>比亚迪即将召开智驾发布会，推动高阶智驾功能向中低端车型渗透。比亚迪宣布将于2 月10 日晚举办智能化战略发布会，据活动邀请函，公司希望通过“天神之眼”，让每一个人都能畅享高阶智驾。2024 年12 月底，比亚迪高阶智驾辅助系统“天神之眼”在全国范围内正式开通无图城市领航(CNOA)功能，预计后续比亚迪将加速推动高阶智驾功能向中低端车型渗透。特斯拉无人监督FSD 即将于年内落地，预计将促进智能驾驶...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250207114625abc5883a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"603306","symbol_name":"华懋科技","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250207114625abc5883a&s=b","article_id":"2509624187","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250207114625abc5883a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2509624187","pubTimestamp":1738857600,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"比亚迪即将召开智驾发布会，推动高阶智驾功能向中低端车型渗透。在比亚迪等头部公司推动下，预计国内整车企业将加速推动高阶智驾上车，促进2025 年高阶智驾渗透率继续提升，“智驾平权”将有望成为中国汽车行业发展的重要趋势。预计2025 年起智驾平权及智驾功能升级将成为大势所趋，高阶智驾渗透率将有望继续提升，产业链中传感器、域控制器等智驾相关硬件渗透率也将随之提升，智能驾驶产业链相关整车及零部件公司有望受益。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600081":"东风科技","600148":"长春一东","600178":"东安动力","600182":"S佳通","600218":"全柴动力","600469":"风神股份","600480":"凌云股份","600523":"贵航股份","600609":"金杯汽车","600626":"申达股份","600651":"飞乐音响","600660":"福耀玻璃","600698":"湖南天雁","600699":"均胜电子","600741":"华域汽车","600742":"富维股份","600841":"动力新科","600933":"爱柯迪","600960":"渤海汽车","601058":"赛轮轮胎","601163":"三角轮胎","601279":"英利汽车","601799":"星宇股份","601966":"玲珑轮胎","603035":"常熟汽饰","603037":"凯众股份","603040":"新坐标","603085":"天成自控","603107":"上海汽配","603109":"神驰机电","603121":"华培动力","603161":"科华控股","603166":"福达股份","603178":"圣龙股份","603179":"新泉股份","603190":"亚通精工","603197":"保隆科技","603201":"常润股份","603266":"天龙股份","603305":"旭升集团","603306":"华懋科技","603335":"迪生力","603348":"文灿股份","603358":"华达科技","603390":"通达电气","603586":"金麒麟","603596":"伯特利","603655":"朗博科技","603701":"德宏股份","603730":"岱美股份","603767":"中马传动","603768":"常青股份","603786":"科博达","603788":"宁波高发","603917":"合力科技","603922":"金鸿顺","603949":"雪龙集团","603950":"长源东谷","603982":"泉峰汽车","605005":"合兴股份","605088":"冠盛股份","605128":"上海沿浦","605151":"西上海","605228":"神通科技","605255":"天普股份","605333":"沪光股份","688021":"奥福科技","688280":"精进电动","688533":"上声电子","688612":"威迈斯","688667":"菱电电控","688737":"中自科技","BK0014":"新能源汽车","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0196":"行业龙头","BK0264":"汽车制造","BK0072":"苹果","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","002594":"比亚迪","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","BK0070":"员工持股","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","BK0010":"央企","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","BK0183":"MSCI概念","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0155":"锂电池","BK0169":"共享汽车","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0188":"融资融券","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H"},"translate_title":"Automobile and parts industry: Smart driving equal rights promote the rapid increase in the penetration rate of the smart driving industry chain","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600081":0.9,"600148":0.9,"600178":0.9,"600182":0.9,"600218":0.9,"600469":0.9,"600480":0.9,"600523":0.9,"600609":0.9,"600626":0.9,"600651":0.9,"600660":0.9,"600698":0.9,"600699":0.9,"600741":0.9,"600742":0.9,"600841":0.9,"600933":0.9,"600960":0.9,"601058":0.9,"601163":0.9,"601279":0.9,"601799":0.9,"601966":0.9,"603035":0.9,"603037":0.9,"603040":0.9,"603085":0.9,"603107":0.9,"603109":0.9,"603121":0.9,"603161":0.9,"603166":0.9,"603178":0.9,"603179":0.9,"603190":0.9,"603197":0.9,"603201":0.9,"603266":0.9,"603305":0.9,"603306":0.9,"603335":0.9,"603348":0.9,"603358":0.9,"603390":0.9,"603586":0.9,"603596":0.9,"603655":0.9,"603701":0.9,"603730":0.9,"603767":0.9,"603768":0.9,"603786":0.9,"603788":0.9,"603917":0.9,"603922":0.9,"603949":0.9,"603950":0.9,"603982":0.9,"605005":0.9,"605088":0.9,"605128":0.9,"605151":0.9,"605228":0.9,"605255":0.9,"605333":0.9,"688021":0.9,"688280":0.9,"688533":0.9,"688612":0.9,"688667":0.9,"688737":0.9,"002594":0.83,"EVS.SI":0.6},"content_text":"比亚迪即将召开智驾发布会，推动高阶智驾功能向中低端车型渗透。比亚迪宣布将于2 月10 日晚举办智能化战略发布会，据活动邀请函，公司希望通过“天神之眼”，让每一个人都能畅享高阶智驾。2024 年12 月底，比亚迪高阶智驾辅助系统“天神之眼”在全国范围内正式开通无图城市领航(CNOA)功能，预计后续比亚迪将加速推动高阶智驾功能向中低端车型渗透。特斯拉无人监督FSD 即将于年内落地，预计将促进智能驾驶功能加快迭代。特斯拉在2024 年4 季度财报电话会上表示，预计将在今年6 月在美国德州奥斯汀推出无人监督的FSD 付费服务，随后将在加州等美国多个城市推送，明年将逐步覆盖美国；马斯克表示，有多家车企对特斯拉FSD 授权产生兴趣，特斯拉将在需求量足够大的情况下考虑FSD 授权。预计特斯拉等领先企业将推动国内高阶智驾功能迭代加快，促进国内智能驾驶领域加速发展。预计“智驾平权”将有望成为行业发展的重要趋势。2024 年国内头部企业智驾技术路线逐步转向端到端，相继发布基于端到端架构的新一代智驾系统；在端到端技术加持下，无高精地图、“全国都能开”的智能驾驶系统在2024 年大规模落地，高阶智驾接受度及渗透率实现快速提升。以华为为例，据华为官方数据，2024 年华为干昆智驾用户数达50.69 万，智驾里程达14.53 亿公里，其中城区智驾时长及里程占比分别达30.1%、45.2%。从渗透率角度看，据NE 时代，2024 年1-11 月L2 及以上级智驾渗透率为54.95%，较2023 年提升7.7 个百分点；L2 及以上级智驾车型中，2024 年1-11 月能够实现高速/城区NOA 功能的车型合计占比达21.4%。在比亚迪等头部公司推动下，预计国内整车企业将加速推动高阶智驾上车，促进2025 年高阶智驾渗透率继续提升，“智驾平权”将有望成为中国汽车行业发展的重要趋势。预计2025 年起智驾平权及智驾功能升级将成为大势所趋，高阶智驾渗透率将有望继续提升，产业链中传感器、域控制器等智驾相关硬件渗透率也将随之提升，智能驾驶产业链相关整车及零部件公司有望受益。整车建议关注：上汽集团(600104，买入)、比亚迪(002594，未评级)、江淮汽车(600418，未评级)、长安汽车(000625，买入)、小鹏汽车-W(09868，未评级)、吉利汽车(00175，买入)，零部件建议关注：经纬恒润-W(688326，买入)、伯特利(603596，买入)、上声电子(688533，买入)、德赛西威(002920，买入)、华阳集团(002906，买入)、科博达(603786，买入)。风险提示智能驾驶技术发展不及预期、智能驾驶渗透率不及预期、行业价格战风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2509624187","isCrawlerRequest":true}