On January 21, a research report released by Huatai Securities highlighted a significant development: On January 13, 2026, the U.S. House of Representatives deliberated on the "SELF DRIVE Act of 2026." This proposed legislation aims to increase the cap on exemptions from the Federal Motor Vehicle Safety Standards (FMVSS) from 2,500 vehicles to 90,000 vehicles, and also to establish federal preemption. Notably, both parties involved reached a rare consensus, potentially paving the way to break through the nearly decade-long legislative impasse. In parallel, Waymo has reported a weekly order volume of 450,000 trips, and Tesla Cybercab is anticipated to commence mass production in April, signaling that the commercialization of U.S. Robotaxi services is entering a phase of rapid expansion. Huatai Securities asserts that 2026 represents a critical juncture for the global industrialization of L4 autonomous driving. Given the clarity of the federal legislative framework in the U.S., along with the implementation of China's L3 pilot programs and the accelerated commercialization of L4 technology, it is prudent to focus on key stocks within the autonomous driving industry chain.