金吾财讯 | 华泰证券发研报指，以旧换新补贴和“金九银十”有望推动车市Q4进入旺季，据乘联会，乘用车/新能源乘用车零售市场9月销量预计环比增长10/7%，理想汽车-W(02015)、小鹏汽车-W(09868)、极氪等9月销量创历史新高。该行续指，配置方面，比亚迪王朝、吉利领克、smart、埃安等多款搭载高算力芯片和激光雷达的新车近期推向市场，该行认为智能驾驶功能已经逐步成为购车用户决策重要因素，后续具备城市领航辅助驾驶的产品价格带有望进一步下探至16万以下。该行预计24/25年搭载NOA的车型渗透率达13/20%，产业链公司包括黑芝麻智能(02533)、速腾聚创(02498)、京东方精电(00710)等。
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