金吾财讯 | 中信建投表示，2025年将是智驾实现跨越式发展的关键节点，全球车企加速布局高阶智驾赛道。特斯拉在近期的业绩说明会上表示，今年6月将在美国得州推出不需要人类驾驶员监督的全自动驾驶（FSD）版本，并积极推进智能辅助驾驶系统（驾驶员监管版）在2025年进入欧洲和中国市场的工作，其革命性产品无人驾驶出租车Cybercab预计2026年投入量产。国内车企阵营同样动作频频——华为、小鹏、理想等品牌已在高端车型实现智驾技术落地。比亚迪本周宣布将于2月10日在深圳总部召开智能化战略发布会。比亚迪提出，希望通过“天神之眼”系统，让每一个人都能畅享高阶智驾。比亚迪的加入有望将智驾覆盖面拓宽至10万级价格带，加速智驾渗透率的提升。产业升级浪潮下，三大核心环节迎来发展机遇：算力层面，车载SoC芯片与域控制器迎来技术迭代窗口；感知系统方面，CIS图像传感器、光学镜头及激光雷达需求量增加；连接架构领域，高频高速连接器成为智能网联汽车标配。随着头部车企技术突破与价格下探形成合力，智能驾驶产业链即将进入黄金发展期。
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