金吾财 | 智能驾驶概念股向好，知行汽车科技(01274)涨10%，地平线机器人(09660)涨7.22%，小鹏汽车(09868)涨5.63%，理想汽车(02015)涨4.35%，舜宇光学科技(02382)涨1.71%，赛目科技(02571)跟涨0.67%，比亚迪股份(01211)跟涨0.31%。平安证券表示，考虑到训练算力及数据收集需要一定时间周期，预计特斯拉城区道路辅助驾驶功能释放节奏可控，优化迭代也是渐进式的，但基于端到端智驾方案的良好泛化性、特斯拉在华较高车辆保有基数、以及特斯拉长期以来积累的数据闭环能力将使得特斯拉在我国道路条件下的城区辅助驾驶功能体验上限值得予以较高期待，是智驾行业重量级“鲇鱼“。该行指，本次特斯拉城区领航辅助驾驶软件更新更大的意义在于进一步推动我国智驾行业发展节奏，倒逼本土车企加速各类智驾方案搭载，该行认为对于经济型车来说，2025 年的智驾平权战略将解决经济型车企智驾从 0 到1 的问题，智驾供应链核心环节获益较大，如智驾 SOC 芯片，传感器等。对于 20 万元以上价格带车辆，高阶智驾已陆续进入全场景智驾体验优化的从 1 到 10 阶段，高阶智驾车保有量较高的车企可能获得更多高质量训练数据，从而形成强者愈强的竞争格局，看好目前以理想、华为、小鹏为代表的高阶智驾领先企业。
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