【中信证券:汽车智能底盘软硬一体,智驾驱动下迭代升级】中信证券研报表示,2025年,高阶智能驾驶有望加速渗透,我们预计2025年城市/高速NOA的国内渗透率有望分别达14%/30%。同时,头部主机厂正加速研发L3级别自动驾驶车辆。上述趋势料将带动智能底盘的增配,从而逐步实现X/Y/Z三方向的融合控制,以进一步提升车辆舒适性。国内头部供应商已逐步占据卡位优势,有望实现收入利润的新一轮扩张。

金融界
24 Feb
中信证券研报表示,2025年,高阶智能驾驶有望加速渗透,我们预计2025年城市/高速NOA的国内渗透率有望分别达14%/30%。同时,头部主机厂正加速研发L3级别自动驾驶车辆。上述趋势料将带动智能底盘的增配,从而逐步实现X/Y/Z三方向的融合控制,以进一步提升车辆舒适性。国内头部供应商已逐步占据卡位优势,有望实现收入利润的新一轮扩张。

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