① According to media reports, the nano-AI search “Hundred Vehicles Action” was held in Beijing. He Xiaopeng, chairman of Xiaopeng Automobile, said that he would make a top smart driving product worth US$20,000.
② Minsheng Securities stated that end-to-end technology promotes the leap in smart driving capabilities, and smart driving equal rights is the core line.
According to media reports, the nano-AI search “Hundred Vehicles Action” was held in Beijing. He Xiaopeng, chairman of Xiaopeng Motors, said that he would make a top smart driving product worth US$20,000. Xiaopeng Automobile will launch MONA M03 MAX, the top-of-the-line version of MONA in May this year,”equipped with the industry’s top autonomous driving technology.” MONA’s name comes from “made of new AI”. He believes that in the next 10 years, the penetration rate of high-end intelligent driving will increase from 2% to 50%, or even 80%-90%.
Minsheng Securities said that end-to-end technology promotes the leap in smart driving capabilities, with equal rights in smart driving as the core line. Car companies represented by Xiaopeng and Huawei have continued to iterate and promote smart driving since 2024. Xiaopeng launched the first mass production of an “end-to-end” large model in China. In addition, various manufacturers are actively promoting the popularization and promotion of smart driving, and the era of smart driving has arrived. Looking forward to 2025, the advancement of smart driving technology is expected to lower the threshold of smart driving hardware and apply smart driving in mainstream markets within 200,000. Car companies led by Xiaopeng and BYD are expected to form differentiated advantages in 2025 through affordable and intelligent development., and get an increase in sales.
According to the Cailian theme library, among the relevant listed companies:
Huace NavigationAs a leading domestic high-precision positioning company, it has made breakthroughs in the autonomous driving business. Some models developed in cooperation with many car companies have achieved mass production. The company can provide users with a complete set of laser radar products and related solutions.
Desay SVIn-depth focus on intelligent and efficient integration of automobiles, layout smart cockpit, smart driving, and smart network connection. The company’s intelligent driving domain control products rank first in the industry. The company’s high-computing power platform has mass-produced and supported many car companies such as Ideal Car, Xiaopeng Automobile, Lotus, GAC Aian, and Jikrypton Automobile.
Related stocksDesay SV+2.39%Huace Navigation+1.51%