Understanding the Market | The smart driving concept generally opens high, Tesla Robotaxi lands as scheduled, institutions are optimistic about the smart driving industry chain
Intelligent driving concept stocks generally opened higher, with Zhejiang Shibao rising 14.85%, Youjia Innovation rising 7.95%, and Nexperia rising 7.32%. Tesla launched its Robotaxi service in the United States, initially deploying 10 to 20 modified Model Y vehicles equipped with its self-developed visual perception system and FSD software. Dongfang Securities believes that Tesla's pilot program will accelerate the commercialization process of Robotaxi, benefiting related component companies and intelligent driving companies
According to Zhitong Finance APP, self-driving concept stocks generally opened higher. As of the time of publication, Zhejiang Shibao (01057) rose 14.85% to HKD 5.57; Youjia Innovation (02431) rose 7.95% to HKD 28.5; Nexperia (01316) rose 7.32% to HKD 5.57; Horizon Robotics-W (09660) rose 4.4% to HKD 6.65; Zhixing Technology (01274) rose 3.1% to HKD 12.62.
In terms of news, on June 22 local time, Tesla officially launched its autonomous taxi Robotaxi service in Austin, Texas, USA, beginning to pick up and drop off the first batch of passengers. Tesla's initial fleet size for this pilot service is about 10 to 20 vehicles, all modified based on the Model Y, equipped with Tesla's self-developed visual perception system and FSD (Full Self-Driving) software.
Dongfang Securities stated that the domestic Robotaxi layout is accelerating, and Tesla's pilot is expected to further speed up the commercialization process of Robotaxi. The firm believes that the advancement of Robotaxi projects by Tesla, SAIC, and other domestic and foreign companies marks the transition of the Robotaxi industry from pilot to large-scale implementation. It is expected that companies in the T chain, especially those entering the Cybercab supply chain, as well as companies related to intelligent driving, will benefit
