金吾财讯 | 浙江世宝(01057)早盘股价逆市走高，截至发稿，报3.55港元，涨5.97%，成交额3014.97万港元。至于浙江世宝A股(002703)则升幅稍逊，暂报13元人民币，涨幅2.77%。
近日浙江世宝表示，公司与比亚迪商用车有业务合作，主要为其配套电动转向产品。公司的智能转向产品可以应用于自动驾驶、无人驾驶车辆。目前公司转向产品主要客户包括奇瑞、吉利、蔚来、理想、一汽、江淮、零跑、小米等。
方正证券表示，智驾平权时代来临，产业链多核心环节有望受益：高阶智驾系统有望在10万元以内价格带进一步普及，产业链上下游有望充分受益，建议重点关注智能化车企在智驾平权中的市场份额增长，以及核心智能化零部件投资机会。
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