汽车行业周报：汽车关注智驾商业落地及优质主机厂和零部件公司

开源证券2025-05-26

本周观点：关注智驾商业落地及优质主机厂和零部件公司（1）限定ODD、特定速度无人驾驶有望率先走向商业闭环，产业链值得关注。自动驾驶在不同的设计运行域（ODD），实现难度不同。在有限的ODD、相对低速的状态下，目前智驾已经能够在某些商业场景实现业务闭环。无人驾驶物流引发市场广泛关注，凭借低成本、24h 运营等优势，无人驾驶物流车得到快递、零售等行业的青睐，九识、新石器等玩家订单优异，建议关注板块机遇...

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