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CITIC Securities: High-Level Autonomous Driving Speeds Up Adoption, Deeply Benefiting the Hardware Industry Chain
2025-03-04 /
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Author：小编
A recent research report by CITIC Securities highlights that BYD's advanced autonomous driving solution has seen broader adoption than anticipated. Sales projections for BYD's high-speed NOA models are expected to reach approximately 3 million units by 2025. Furthermore, BYD's autonomous driving strategy is poised to catalyze other domestic automakers to expedite the integration of autonomous driving technology. Within the hardware supply chain, a transition from basic assisted driving to high-level autonomous driving will spur significant growth in key components such as main chips, domain controllers, cameras, LiDAR systems, and connectors. Consequently, relevant publicly listed companies in these sectors deserve close attention.
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