大行评级|招银国际:比亚迪促进中国智驾采用 比亚迪电子、舜宇、丘钛及瑞声等受惠

格隆汇
12 Feb

招银国际发表研报指,比亚迪正式发布“天神之眼”高阶智驾系统,当中10万元级别以上的车型全系标配,另有3款10万元以下车型亦会搭载该系统,首批涉及21款车型,所有均配备端到端的大型语言模型、5毫米波雷达、12个镜头和12个超声波雷达等高规格零件。

招银国际认为,比亚迪加快推进智能驾驶的步伐以及强大的新车型管线,将促进中国智能驾驶的普及,认为比亚迪电子英恒科技、舜宇光学、丘钛科技高伟电子瑞声科技京东方精电立讯精密鸿腾精密等将受惠,全数给予“买入”评级。

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