BYD's intelligent driving system has gained market attention! How to tap into the smart driving Industry Chain? These Hong Kong and U.S. stocks may be sought after!

Yesterday, BYD issued an invitation letter, will hold an Intelligent Strategy Release Conference at 7:30 p.m. on February 10th at its headquarters in Shenzhen. The invitation letter shows:"BYD's Eye of Tian Shen, leading the new era of intelligent driving."

Stimulated by this news, the concept of intelligent driving has experienced a round of price increase, $BYD COMPANY (01211.HK)$ After rising more than 11% yesterday, it rose again by 4.5% today.

"Wood Sister" Cathy Wood recently pointed out that in the next 5 to 10 years, autonomous driving may be the biggest application area of artificial intelligence.In addition, it is worth mentioning that the DeepSeek-R1 has emerged into the scene.In the future, it will have a profound impact on AI driving as well.

Which companies in the Hong Kong and US stock markets are worth paying attention to?

AI driving has become the core driving force of global automotive industry revolution.Futu has summarized the industry chain of AI driving in the Hong Kong and US stock markets for mooers' reference:

Specifically, including:

(1) Car Manufacturers: $Tesla (TSLA.US)$ 、 $BYD COMPANY (01211.HK)$ 、 $XIAOMI-W (01810.HK)$ 、 $XPeng (XPEV.US)$ 、 $Li Auto (LI.US)$ 、 $NIO Inc (NIO.US)$ Wait;

(2) Chip:

Include$NVIDIA (NVDA.US)$ 、$Qualcomm (QCOM.US)$ 、 $Intel (INTC.US)$ 、$Mobileye Global (MBLY.US)$ 、 $BLACK SESAME (02533.HK)$ 、 $HORIZONROBOT-W (09660.HK)$ 、 $ZTE (00763.HK)$ ；

It is worth noting that Nanfang Black Sesame Group announced today that its chip has been adopted by BYD, and mass production and shipment have been achieved, specific details cannot be disclosed. The stock price soared over 40% today. Similarly, Siasun Robot&Automation, among the concept stocks, rose over 10%.

(3) Perception-Sensor Supplier:

1. Camera: $SUNNY OPTICAL (02382.HK)$ 、 $Sony (SONY.US)$ 、 $Panasonic Holdings (ADR) (PCRFY.US)$ ；2. Lidar: $ROBOSENSE (02498.HK)$ 、 $Hesai (HSAI.US)$ 、 $Ouster (OUST.US)$ 、 $Microvision (MVIS.US)$ 、 $Innoviz Technologies (INVZ.US)$ 、 $Luminar Technologies (LAZR.US)$ 3. Millimeter Wave Radar: $Autoliv (ALV.US)$ 4. 4D Imaging Radar: $Arbe Robotics (ARBE.US)$ 、 $Aeva Technologies (AEVA.US)$ ；

(4) High-precision Mapping and Positioning:

Include$Baidu (BIDU.US)$ 、 $TENCENT (00700.HK)$ 、 $Mobileye Global (MBLY.US)$ 、 $Alphabet-A (GOOGL.US)$

(5) Communications:

Including $CHINA MOBILE (00941.HK)$ 、 $CHINA UNICOM (00762.HK)$ 、 $CHINA TELECOM (00728.HK)$ ；

(6) Autonomous Driving Solutions:

Including $Pony AI (PONY.US)$、 $CreateAI (TSPH.US)$ 、 $Aurora Innovation (AUR.US)$、 $WeRide (WRD.US)$、 $indie Semiconductor (INDI.US)$、 $MINIEYE (02431.HK)$、 $HORIZONROBOT-W (09660.HK)$ 、 $Tuya Inc (TUYA.US)$ ；

(7) Autonomous Driving Domain Control: $BYD ELECTRONIC (00285.HK)$ ；

(8) Algorithm: $Baidu (BIDU.US)$ Apollo, $Alphabet-A (GOOGL.US)$ 、 $Pony AI (PONY.US)$ 、 $SENSETIME-W (00020.HK)$ ；

(9) Cloud Computing Service: $Baidu (BIDU.US)$ 、 $TENCENT (00700.HK)$ 、 $Alibaba (BABA.US)$ 、 $Microsoft (MSFT.US)$ 。

How do institutions view it?

China Merchants' latest research report also indicates,AI is gradually becoming the key to competition in the automobile industry, similar to the rapid development of smartphones in 2010. We believe that by 2025, advanced intelligent driving is expected to enter a period of rapid development.With the maturation of software and hardware algorithms, reduction in hardware costs, increased consumer awareness, and intensified competition among car manufacturers, it is expected that in the next two years, advanced intelligent driving will quickly become popular among 0.1-0.2 million domestic vehicle models.

Open Source Securities points out that DeepSeek has developed powerful models with limited computing power through algorithm optimization, indicating that even with limited computing power, there is hope to achieve performance levels comparable to world-class models through algorithm optimization. The many optimization methods of R1 are expected to serve as a reference for the intelligent driving industry. Currently, autonomous driving players are enhancing the cognitive abilities of intelligent driving algorithms by promoting large language models and even Vision Language Action (VLA) models on board.DeepSeek-R1 is expected to serve as an excellent teacher model, distilling its performance to on-board models, further enhancing the capabilities of on-board models.。

The institution also indicates that DeepSeek-R1 is expected to catalyze intelligent cockpits. The cockpit serves as an AI Agent carrier, and various car manufacturers are exploring applications for deployment. The R1 model is expected to bring a superior cockpit interactive experience, enabling unprecedented function enhancements for cockpit Agents, potentially nurturing entirely new application scenarios. At the same time, its efficiency in computing power savings makes the models easier to deploy locally on the cockpit end, achieving a superior experience.

Minsheng Securities pointed out that looking ahead to 2025, the advancement of autonomous driving technology is expected to lower the hardware threshold for autonomous driving, enabling its application in mainstream markets with less than 0.2 million vehicles. Leading car companies such as Xiaopeng and BYD are expected to achieve differentiation advantages through affordable intelligence in 2025 and increase sales volume.

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